Civic Intelligence

Georgina Asset Management LLC

Plan context: Georgina Asset Management LLC 401(K) Profit Sharing Plan

EIN 95-4793276 • Santa Monica, CA • 13 filings • 1 plans

270 - 18th StreetSanta Monica, CA 90402
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$962,954

2024 Contributions

$66,912

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,663,783$831,892$0201220182024YearValue
$962,954Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201220182024YearValue
5Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$962,954$0-
Georgina Asset Management LLC 401(K) Profit Sharing Plan-5$962,954--
202313$970,210$0-
Georgina Asset Management LLC 401(K) Profit Sharing Plan-3$970,210--
202212$1,151,524$66,912$33,456iApproximate average salary by contribution assumption: employee only about $836,400 at 4% or $557,600 at 6%; with 50% employer match about $557,600 at 4% or $371,733 at 6%; with 100% employer match about $418,200 at 4% or $278,800 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-2$1,151,524$66,912$33,456iApproximate average salary by contribution assumption: employee only about $836,400 at 4% or $557,600 at 6%; with 50% employer match about $557,600 at 4% or $371,733 at 6%; with 100% employer match about $418,200 at 4% or $278,800 at 6%.
202113$1,574,935$28,048$9,349iApproximate average salary by contribution assumption: employee only about $233,733 at 4% or $155,822 at 6%; with 50% employer match about $155,822 at 4% or $103,881 at 6%; with 100% employer match about $116,867 at 4% or $77,911 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-3$1,574,935$28,048$9,349iApproximate average salary by contribution assumption: employee only about $233,733 at 4% or $155,822 at 6%; with 50% employer match about $155,822 at 4% or $103,881 at 6%; with 100% employer match about $116,867 at 4% or $77,911 at 6%.
202014$1,663,783$0-
Georgina Asset Management LLC 401(K) Profit Sharing Plan-4$1,663,783--
201914$1,396,494$0-
Georgina Asset Management LLC 401(K) Profit Sharing Plan-4$1,396,494--
201814$1,137,407$117,206$29,302iApproximate average salary by contribution assumption: employee only about $732,538 at 4% or $488,358 at 6%; with 50% employer match about $488,358 at 4% or $325,572 at 6%; with 100% employer match about $366,269 at 4% or $244,179 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-4$1,137,407$117,206$29,302iApproximate average salary by contribution assumption: employee only about $732,538 at 4% or $488,358 at 6%; with 50% employer match about $488,358 at 4% or $325,572 at 6%; with 100% employer match about $366,269 at 4% or $244,179 at 6%.
201714$1,163,311$111,032$27,758iApproximate average salary by contribution assumption: employee only about $693,950 at 4% or $462,633 at 6%; with 50% employer match about $462,633 at 4% or $308,422 at 6%; with 100% employer match about $346,975 at 4% or $231,317 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-4$1,163,311$111,032$27,758iApproximate average salary by contribution assumption: employee only about $693,950 at 4% or $462,633 at 6%; with 50% employer match about $462,633 at 4% or $308,422 at 6%; with 100% employer match about $346,975 at 4% or $231,317 at 6%.
201615$924,601$125,691$25,138iApproximate average salary by contribution assumption: employee only about $628,455 at 4% or $418,970 at 6%; with 50% employer match about $418,970 at 4% or $279,313 at 6%; with 100% employer match about $314,228 at 4% or $209,485 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-5$924,601$125,691$25,138iApproximate average salary by contribution assumption: employee only about $628,455 at 4% or $418,970 at 6%; with 50% employer match about $418,970 at 4% or $279,313 at 6%; with 100% employer match about $314,228 at 4% or $209,485 at 6%.
201514$756,930$123,924$30,981iApproximate average salary by contribution assumption: employee only about $774,525 at 4% or $516,350 at 6%; with 50% employer match about $516,350 at 4% or $344,233 at 6%; with 100% employer match about $387,263 at 4% or $258,175 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-4$756,930$123,924$30,981iApproximate average salary by contribution assumption: employee only about $774,525 at 4% or $516,350 at 6%; with 50% employer match about $516,350 at 4% or $344,233 at 6%; with 100% employer match about $387,263 at 4% or $258,175 at 6%.
201413$659,851$112,810$37,603iApproximate average salary by contribution assumption: employee only about $940,083 at 4% or $626,722 at 6%; with 50% employer match about $626,722 at 4% or $417,815 at 6%; with 100% employer match about $470,042 at 4% or $313,361 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-3$659,851$112,810$37,603iApproximate average salary by contribution assumption: employee only about $940,083 at 4% or $626,722 at 6%; with 50% employer match about $626,722 at 4% or $417,815 at 6%; with 100% employer match about $470,042 at 4% or $313,361 at 6%.
201313$522,942$107,401$35,800iApproximate average salary by contribution assumption: employee only about $895,008 at 4% or $596,672 at 6%; with 50% employer match about $596,672 at 4% or $397,781 at 6%; with 100% employer match about $447,504 at 4% or $298,336 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-3$522,942$107,401$35,800iApproximate average salary by contribution assumption: employee only about $895,008 at 4% or $596,672 at 6%; with 50% employer match about $596,672 at 4% or $397,781 at 6%; with 100% employer match about $447,504 at 4% or $298,336 at 6%.
201213$353,451$104,131$34,710iApproximate average salary by contribution assumption: employee only about $867,758 at 4% or $578,506 at 6%; with 50% employer match about $578,506 at 4% or $385,670 at 6%; with 100% employer match about $433,879 at 4% or $289,253 at 6%.
Georgina Asset Management LLC 401(K) Profit Sharing Plan-3$353,451$104,131$34,710iApproximate average salary by contribution assumption: employee only about $867,758 at 4% or $578,506 at 6%; with 50% employer match about $578,506 at 4% or $385,670 at 6%; with 100% employer match about $433,879 at 4% or $289,253 at 6%.