Civic Intelligence

Dave Schaper Inc. DBA Benchmark Wealth Management

Plan context: Benchmark Wealth Management 401(K) Plan

EIN 20-2718769 • Anaheim, CA • 11 filings • 1 plans

2300 E. Katella AvenueSuite 400Anaheim, CA 92806
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$577,739

2024 Contributions

$62,131

Historical Graphs

Total Assets Over Time

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

$577,739$288,870$0201420192024YearValue
$577,739Latest year 2024

Participants Over Time

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

530201420192024YearValue
4Latest 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
202414$577,739$62,131$15,533iApproximate average salary by contribution assumption: employee only about $388,319 at 4% or $258,879 at 6%; with 50% employer match about $258,879 at 4% or $172,586 at 6%; with 100% employer match about $194,159 at 4% or $129,440 at 6%.
Benchmark Wealth Management 401(K) Plan-4$577,739$62,131$15,533iApproximate average salary by contribution assumption: employee only about $388,319 at 4% or $258,879 at 6%; with 50% employer match about $258,879 at 4% or $172,586 at 6%; with 100% employer match about $194,159 at 4% or $129,440 at 6%.
202314$449,977$74,963$18,741iApproximate average salary by contribution assumption: employee only about $468,519 at 4% or $312,346 at 6%; with 50% employer match about $312,346 at 4% or $208,231 at 6%; with 100% employer match about $234,259 at 4% or $156,173 at 6%.
Benchmark Wealth Management 401(K) Plan-4$449,977$74,963$18,741iApproximate average salary by contribution assumption: employee only about $468,519 at 4% or $312,346 at 6%; with 50% employer match about $312,346 at 4% or $208,231 at 6%; with 100% employer match about $234,259 at 4% or $156,173 at 6%.
202210$310,038$67,394-
Benchmark Wealth Management 401(K) Plan-0$310,038$67,394-
202114$348,689$64,566$16,142iApproximate average salary by contribution assumption: employee only about $403,538 at 4% or $269,025 at 6%; with 50% employer match about $269,025 at 4% or $179,350 at 6%; with 100% employer match about $201,769 at 4% or $134,513 at 6%.
Benchmark Wealth Management 401(K) Plan-4$348,689$64,566$16,142iApproximate average salary by contribution assumption: employee only about $403,538 at 4% or $269,025 at 6%; with 50% employer match about $269,025 at 4% or $179,350 at 6%; with 100% employer match about $201,769 at 4% or $134,513 at 6%.
202014$248,398$43,355$10,839iApproximate average salary by contribution assumption: employee only about $270,969 at 4% or $180,646 at 6%; with 50% employer match about $180,646 at 4% or $120,431 at 6%; with 100% employer match about $135,484 at 4% or $90,323 at 6%.
Benchmark Wealth Management 401(K) Plan-4$248,398$43,355$10,839iApproximate average salary by contribution assumption: employee only about $270,969 at 4% or $180,646 at 6%; with 50% employer match about $180,646 at 4% or $120,431 at 6%; with 100% employer match about $135,484 at 4% or $90,323 at 6%.
201914$166,880$33,849$8,462iApproximate average salary by contribution assumption: employee only about $211,556 at 4% or $141,038 at 6%; with 50% employer match about $141,038 at 4% or $94,025 at 6%; with 100% employer match about $105,778 at 4% or $70,519 at 6%.
Benchmark Wealth Management 401(K) Plan-4$166,880$33,849$8,462iApproximate average salary by contribution assumption: employee only about $211,556 at 4% or $141,038 at 6%; with 50% employer match about $141,038 at 4% or $94,025 at 6%; with 100% employer match about $105,778 at 4% or $70,519 at 6%.
201814$104,368$27,212$6,803iApproximate average salary by contribution assumption: employee only about $170,075 at 4% or $113,383 at 6%; with 50% employer match about $113,383 at 4% or $75,589 at 6%; with 100% employer match about $85,038 at 4% or $56,692 at 6%.
Benchmark Wealth Management 401(K) Plan-4$104,368$27,212$6,803iApproximate average salary by contribution assumption: employee only about $170,075 at 4% or $113,383 at 6%; with 50% employer match about $113,383 at 4% or $75,589 at 6%; with 100% employer match about $85,038 at 4% or $56,692 at 6%.
201713$86,660$21,642$7,214iApproximate average salary by contribution assumption: employee only about $180,350 at 4% or $120,233 at 6%; with 50% employer match about $120,233 at 4% or $80,156 at 6%; with 100% employer match about $90,175 at 4% or $60,117 at 6%.
Benchmark Wealth Management 401(K) Plan-3$86,660$21,642$7,214iApproximate average salary by contribution assumption: employee only about $180,350 at 4% or $120,233 at 6%; with 50% employer match about $120,233 at 4% or $80,156 at 6%; with 100% employer match about $90,175 at 4% or $60,117 at 6%.
201615$59,073$20,819$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,264 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%.
Benchmark Wealth Management 401(K) Plan-5$59,073$20,819$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,264 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%.
201514$34,587$17,799$4,450iApproximate average salary by contribution assumption: employee only about $111,244 at 4% or $74,163 at 6%; with 50% employer match about $74,163 at 4% or $49,442 at 6%; with 100% employer match about $55,622 at 4% or $37,081 at 6%.
Benchmark Wealth Management 401(K) Plan-4$34,587$17,799$4,450iApproximate average salary by contribution assumption: employee only about $111,244 at 4% or $74,163 at 6%; with 50% employer match about $74,163 at 4% or $49,442 at 6%; with 100% employer match about $55,622 at 4% or $37,081 at 6%.
201414$17,762$16,552$4,138iApproximate average salary by contribution assumption: employee only about $103,450 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,725 at 4% or $34,483 at 6%.
Benchmark Wealth Management 401(K) Plan-4$17,762$16,552$4,138iApproximate average salary by contribution assumption: employee only about $103,450 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,725 at 4% or $34,483 at 6%.