Civic Intelligence

Robert Bixby Associates Inc

Plan context: Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust

EIN 20-0547763 • Monterey, CA • 8 filings • 2 plans

1010 Cass St Ste D10Monterey, CA 93940-4515
Current Snapshot

Latest Year

2021

2021 Participants

18

2021 Assets

$286,717

2021 Contributions

$4,022

Historical Graphs

Total Assets Over Time

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

$286,717$143,359$0201420172020YearValue
$286,717Latest year 2020

Participants Over Time

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

1890201420172020YearValue
18Latest year 2020

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
202110$0$4,022-
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-0$0$4,022-
2020118$286,717$45,569$2,532iApproximate average salary by contribution assumption: employee only about $63,290 at 4% or $42,194 at 6%; with 50% employer match about $42,194 at 4% or $28,129 at 6%; with 100% employer match about $31,645 at 4% or $21,097 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-18$286,717$45,569$2,532iApproximate average salary by contribution assumption: employee only about $63,290 at 4% or $42,194 at 6%; with 50% employer match about $42,194 at 4% or $28,129 at 6%; with 100% employer match about $31,645 at 4% or $21,097 at 6%.
2019112$236,441$62,350$5,196iApproximate average salary by contribution assumption: employee only about $129,896 at 4% or $86,597 at 6%; with 50% employer match about $86,597 at 4% or $57,731 at 6%; with 100% employer match about $64,948 at 4% or $43,299 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-12$236,441$62,350$5,196iApproximate average salary by contribution assumption: employee only about $129,896 at 4% or $86,597 at 6%; with 50% employer match about $86,597 at 4% or $57,731 at 6%; with 100% employer match about $64,948 at 4% or $43,299 at 6%.
2018111$145,501$20,013$1,819iApproximate average salary by contribution assumption: employee only about $45,484 at 4% or $30,323 at 6%; with 50% employer match about $30,323 at 4% or $20,215 at 6%; with 100% employer match about $22,742 at 4% or $15,161 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-11$145,501$20,013$1,819iApproximate average salary by contribution assumption: employee only about $45,484 at 4% or $30,323 at 6%; with 50% employer match about $30,323 at 4% or $20,215 at 6%; with 100% employer match about $22,742 at 4% or $15,161 at 6%.
201719$135,343$28,672$3,186iApproximate average salary by contribution assumption: employee only about $79,644 at 4% or $53,096 at 6%; with 50% employer match about $53,096 at 4% or $35,398 at 6%; with 100% employer match about $39,822 at 4% or $26,548 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-9$135,343$28,672$3,186iApproximate average salary by contribution assumption: employee only about $79,644 at 4% or $53,096 at 6%; with 50% employer match about $53,096 at 4% or $35,398 at 6%; with 100% employer match about $39,822 at 4% or $26,548 at 6%.
2016110$176,732$119,826$11,983iApproximate average salary by contribution assumption: employee only about $299,565 at 4% or $199,710 at 6%; with 50% employer match about $199,710 at 4% or $133,140 at 6%; with 100% employer match about $149,783 at 4% or $99,855 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-10$176,732$119,826$11,983iApproximate average salary by contribution assumption: employee only about $299,565 at 4% or $199,710 at 6%; with 50% employer match about $199,710 at 4% or $133,140 at 6%; with 100% employer match about $149,783 at 4% or $99,855 at 6%.
201518$47,497$48,578$6,072iApproximate average salary by contribution assumption: employee only about $151,806 at 4% or $101,204 at 6%; with 50% employer match about $101,204 at 4% or $67,469 at 6%; with 100% employer match about $75,903 at 4% or $50,602 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-8$47,497$48,578$6,072iApproximate average salary by contribution assumption: employee only about $151,806 at 4% or $101,204 at 6%; with 50% employer match about $101,204 at 4% or $67,469 at 6%; with 100% employer match about $75,903 at 4% or $50,602 at 6%.
201414$257$259$65iApproximate average salary by contribution assumption: employee only about $1,619 at 4% or $1,079 at 6%; with 50% employer match about $1,079 at 4% or $719 at 6%; with 100% employer match about $809 at 4% or $540 at 6%.
Robert Bixby Associates Inc 401 K Profit Sharing Plan Trust-4$257$259$65iApproximate average salary by contribution assumption: employee only about $1,619 at 4% or $1,079 at 6%; with 50% employer match about $1,079 at 4% or $719 at 6%; with 100% employer match about $809 at 4% or $540 at 6%.