William Avery & Associates Inc.
Plan context: Avery Associates Profit Sharing/401(K) Plan
EIN 95-4001710 • Los Gatos, CA • 19 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$732
2025 Contributions
$1,133
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Avery Associates Profit Sharing/401(K) Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 2 | $732 | $0 | - |
| Avery Associates Profit Sharing/401(K) Plan | - | 2 | $732 | $0 | - |
| 2023 | 1 | 7 | $2,364,281 | $1,133 | $162iApproximate average salary by contribution assumption: employee only about $4,046 at 4% or $2,698 at 6%; with 50% employer match about $2,698 at 4% or $1,798 at 6%; with 100% employer match about $2,023 at 4% or $1,349 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 7 | $2,364,281 | $1,133 | $162iApproximate average salary by contribution assumption: employee only about $4,046 at 4% or $2,698 at 6%; with 50% employer match about $2,698 at 4% or $1,798 at 6%; with 100% employer match about $2,023 at 4% or $1,349 at 6%. |
| 2021 | 1 | 4 | $1,219,022 | $65,683 | $16,421iApproximate average salary by contribution assumption: employee only about $410,519 at 4% or $273,679 at 6%; with 50% employer match about $273,679 at 4% or $182,453 at 6%; with 100% employer match about $205,259 at 4% or $136,840 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 4 | $1,219,022 | $65,683 | $16,421iApproximate average salary by contribution assumption: employee only about $410,519 at 4% or $273,679 at 6%; with 50% employer match about $273,679 at 4% or $182,453 at 6%; with 100% employer match about $205,259 at 4% or $136,840 at 6%. |
| 2020 | 1 | 5 | $1,442,846 | $55,954 | $11,191iApproximate average salary by contribution assumption: employee only about $279,770 at 4% or $186,513 at 6%; with 50% employer match about $186,513 at 4% or $124,342 at 6%; with 100% employer match about $139,885 at 4% or $93,257 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $1,442,846 | $55,954 | $11,191iApproximate average salary by contribution assumption: employee only about $279,770 at 4% or $186,513 at 6%; with 50% employer match about $186,513 at 4% or $124,342 at 6%; with 100% employer match about $139,885 at 4% or $93,257 at 6%. |
| 2019 | 1 | 6 | $1,222,028 | $63,888 | $10,648iApproximate average salary by contribution assumption: employee only about $266,200 at 4% or $177,467 at 6%; with 50% employer match about $177,467 at 4% or $118,311 at 6%; with 100% employer match about $133,100 at 4% or $88,733 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 6 | $1,222,028 | $63,888 | $10,648iApproximate average salary by contribution assumption: employee only about $266,200 at 4% or $177,467 at 6%; with 50% employer match about $177,467 at 4% or $118,311 at 6%; with 100% employer match about $133,100 at 4% or $88,733 at 6%. |
| 2018 | 1 | 6 | $1,041,243 | $142,940 | $23,823iApproximate average salary by contribution assumption: employee only about $595,583 at 4% or $397,056 at 6%; with 50% employer match about $397,056 at 4% or $264,704 at 6%; with 100% employer match about $297,792 at 4% or $198,528 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 6 | $1,041,243 | $142,940 | $23,823iApproximate average salary by contribution assumption: employee only about $595,583 at 4% or $397,056 at 6%; with 50% employer match about $397,056 at 4% or $264,704 at 6%; with 100% employer match about $297,792 at 4% or $198,528 at 6%. |
| 2017 | 1 | 5 | $921,365 | $68,757 | $13,751iApproximate average salary by contribution assumption: employee only about $343,785 at 4% or $229,190 at 6%; with 50% employer match about $229,190 at 4% or $152,793 at 6%; with 100% employer match about $171,893 at 4% or $114,595 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $921,365 | $68,757 | $13,751iApproximate average salary by contribution assumption: employee only about $343,785 at 4% or $229,190 at 6%; with 50% employer match about $229,190 at 4% or $152,793 at 6%; with 100% employer match about $171,893 at 4% or $114,595 at 6%. |
| 2016 | 1 | 6 | $800,656 | $69,723 | $11,621iApproximate average salary by contribution assumption: employee only about $290,513 at 4% or $193,675 at 6%; with 50% employer match about $193,675 at 4% or $129,117 at 6%; with 100% employer match about $145,256 at 4% or $96,838 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 6 | $800,656 | $69,723 | $11,621iApproximate average salary by contribution assumption: employee only about $290,513 at 4% or $193,675 at 6%; with 50% employer match about $193,675 at 4% or $129,117 at 6%; with 100% employer match about $145,256 at 4% or $96,838 at 6%. |
| 2015 | 1 | 5 | $760,716 | $65,488 | $13,098iApproximate average salary by contribution assumption: employee only about $327,440 at 4% or $218,293 at 6%; with 50% employer match about $218,293 at 4% or $145,529 at 6%; with 100% employer match about $163,720 at 4% or $109,147 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $760,716 | $65,488 | $13,098iApproximate average salary by contribution assumption: employee only about $327,440 at 4% or $218,293 at 6%; with 50% employer match about $218,293 at 4% or $145,529 at 6%; with 100% employer match about $163,720 at 4% or $109,147 at 6%. |
| 2014 | 1 | 4 | $664,264 | $72,055 | $18,014iApproximate average salary by contribution assumption: employee only about $450,344 at 4% or $300,229 at 6%; with 50% employer match about $300,229 at 4% or $200,153 at 6%; with 100% employer match about $225,172 at 4% or $150,115 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 4 | $664,264 | $72,055 | $18,014iApproximate average salary by contribution assumption: employee only about $450,344 at 4% or $300,229 at 6%; with 50% employer match about $300,229 at 4% or $200,153 at 6%; with 100% employer match about $225,172 at 4% or $150,115 at 6%. |
| 2013 | 1 | 5 | $604,975 | $85,431 | $17,086iApproximate average salary by contribution assumption: employee only about $427,155 at 4% or $284,770 at 6%; with 50% employer match about $284,770 at 4% or $189,847 at 6%; with 100% employer match about $213,578 at 4% or $142,385 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $604,975 | $85,431 | $17,086iApproximate average salary by contribution assumption: employee only about $427,155 at 4% or $284,770 at 6%; with 50% employer match about $284,770 at 4% or $189,847 at 6%; with 100% employer match about $213,578 at 4% or $142,385 at 6%. |
| 2012 | 1 | 5 | $518,746 | $78,078 | $15,616iApproximate average salary by contribution assumption: employee only about $390,390 at 4% or $260,260 at 6%; with 50% employer match about $260,260 at 4% or $173,507 at 6%; with 100% employer match about $195,195 at 4% or $130,130 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $518,746 | $78,078 | $15,616iApproximate average salary by contribution assumption: employee only about $390,390 at 4% or $260,260 at 6%; with 50% employer match about $260,260 at 4% or $173,507 at 6%; with 100% employer match about $195,195 at 4% or $130,130 at 6%. |
| 2011 | 1 | 5 | $396,235 | $74,931 | $14,986iApproximate average salary by contribution assumption: employee only about $374,655 at 4% or $249,770 at 6%; with 50% employer match about $249,770 at 4% or $166,513 at 6%; with 100% employer match about $187,328 at 4% or $124,885 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $396,235 | $74,931 | $14,986iApproximate average salary by contribution assumption: employee only about $374,655 at 4% or $249,770 at 6%; with 50% employer match about $249,770 at 4% or $166,513 at 6%; with 100% employer match about $187,328 at 4% or $124,885 at 6%. |
| 2010 | 1 | 5 | $284,050 | $43,808 | $8,762iApproximate average salary by contribution assumption: employee only about $219,040 at 4% or $146,027 at 6%; with 50% employer match about $146,027 at 4% or $97,351 at 6%; with 100% employer match about $109,520 at 4% or $73,013 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $284,050 | $43,808 | $8,762iApproximate average salary by contribution assumption: employee only about $219,040 at 4% or $146,027 at 6%; with 50% employer match about $146,027 at 4% or $97,351 at 6%; with 100% employer match about $109,520 at 4% or $73,013 at 6%. |
| 2009 | 2 | 5 | $235,441 | $43,554 | $8,711iApproximate average salary by contribution assumption: employee only about $217,770 at 4% or $145,180 at 6%; with 50% employer match about $145,180 at 4% or $96,787 at 6%; with 100% employer match about $108,885 at 4% or $72,590 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | 5 | $235,441 | $43,554 | $8,711iApproximate average salary by contribution assumption: employee only about $217,770 at 4% or $145,180 at 6%; with 50% employer match about $145,180 at 4% or $96,787 at 6%; with 100% employer match about $108,885 at 4% or $72,590 at 6%. |
| Avery Associates Profit Sharing/401(K) Plan | - | - | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Avery Associates Profit Sharing/401(K) Plan | - | 4 | - | - | - |
| 2006 | 1 | 6 | $0 | $0 | - |
| Avery Associates Profit Sharing/401(K) Plan | - | 6 | - | - | - |