Civic Intelligence

Bassett & Partners Inc.

Plan context: Bassett & Partners Inc. Cash Balance Plan

EIN 20-2927713 • San Francisco, CA • 20 filings • 3 plans

1459 18th St #313San Francisco, CA 94107
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,185,912

2024 Contributions

$14,500

Historical Graphs

Total Assets Over Time

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

$1,185,912$592,956$0201220182024YearValue
$1,185,912Latest year 2024

Participants Over Time

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

1160201220182024YearValue
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$1,185,912$0-
Bassett & Partners Inc. Cash Balance Plan-4$1,185,912$0-
202314$1,069,472$14,500$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
Bassett & Partners Inc. Cash Balance Plan-4$1,069,472$14,500$3,625iApproximate average salary by contribution assumption: employee only about $90,625 at 4% or $60,417 at 6%; with 50% employer match about $60,417 at 4% or $40,278 at 6%; with 100% employer match about $45,313 at 4% or $30,208 at 6%.
202214$925,660-$108,168-
Bassett & Partners Inc. Cash Balance Plan-4$925,660-$108,168-
202114$1,041,744$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Bassett & Partners Inc. Cash Balance Plan-4$1,041,744$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202014$951,232$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Bassett & Partners Inc. Cash Balance Plan-4$951,232$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201915$905,878$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Bassett & Partners Inc. Cash Balance Plan-5$905,878$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201815$796,383$162,000$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
Bassett & Partners Inc. Cash Balance Plan-5$796,383$162,000$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
201725$677,889$75,778$15,156iApproximate average salary by contribution assumption: employee only about $378,890 at 4% or $252,593 at 6%; with 50% employer match about $252,593 at 4% or $168,396 at 6%; with 100% employer match about $189,445 at 4% or $126,297 at 6%.
Bassett & Partners Inc. Cash Balance Plan-5$677,889$62,180$12,436iApproximate average salary by contribution assumption: employee only about $310,900 at 4% or $207,267 at 6%; with 50% employer match about $207,267 at 4% or $138,178 at 6%; with 100% employer match about $155,450 at 4% or $103,633 at 6%.
BASSETT & PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-0$0$13,598-
201627$893,023$100,333$14,333iApproximate average salary by contribution assumption: employee only about $358,332 at 4% or $238,888 at 6%; with 50% employer match about $238,888 at 4% or $159,259 at 6%; with 100% employer match about $179,166 at 4% or $119,444 at 6%.
Bassett & Partners Inc. Cash Balance Plan-5$574,255$67,500$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
BASSETT & PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-7$318,768$32,833$4,690iApproximate average salary by contribution assumption: employee only about $117,261 at 4% or $78,174 at 6%; with 50% employer match about $78,174 at 4% or $52,116 at 6%; with 100% employer match about $58,630 at 4% or $39,087 at 6%.
201529$818,955$210,310$23,368iApproximate average salary by contribution assumption: employee only about $584,194 at 4% or $389,463 at 6%; with 50% employer match about $389,463 at 4% or $259,642 at 6%; with 100% employer match about $292,097 at 4% or $194,731 at 6%.
Bassett & Partners Inc. Cash Balance Plan-7$528,525$140,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
BASSETT & PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-9$290,430$70,310$7,812iApproximate average salary by contribution assumption: employee only about $195,306 at 4% or $130,204 at 6%; with 50% employer match about $130,204 at 4% or $86,802 at 6%; with 100% employer match about $97,653 at 4% or $65,102 at 6%.
2014210$622,593$171,090$17,109iApproximate average salary by contribution assumption: employee only about $427,725 at 4% or $285,150 at 6%; with 50% employer match about $285,150 at 4% or $190,100 at 6%; with 100% employer match about $213,863 at 4% or $142,575 at 6%.
Bassett & Partners Inc. Cash Balance Plan-7$384,935$96,059$13,723iApproximate average salary by contribution assumption: employee only about $343,068 at 4% or $228,712 at 6%; with 50% employer match about $228,712 at 4% or $152,475 at 6%; with 100% employer match about $171,534 at 4% or $114,356 at 6%.
BASSETT & PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-10$237,658$75,031$7,503iApproximate average salary by contribution assumption: employee only about $187,578 at 4% or $125,052 at 6%; with 50% employer match about $125,052 at 4% or $83,368 at 6%; with 100% employer match about $93,789 at 4% or $62,526 at 6%.
201328$450,043$275,553$34,444iApproximate average salary by contribution assumption: employee only about $861,103 at 4% or $574,069 at 6%; with 50% employer match about $574,069 at 4% or $382,713 at 6%; with 100% employer match about $430,552 at 4% or $287,034 at 6%.
Bassett & Partners Inc. Cash Balance Plan-6$291,763$151,000$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
BASSETT & PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-8$158,280$124,553$15,569iApproximate average salary by contribution assumption: employee only about $389,228 at 4% or $259,485 at 6%; with 50% employer match about $259,485 at 4% or $172,990 at 6%; with 100% employer match about $194,614 at 4% or $129,743 at 6%.
2012311$190,526$189,530$17,230iApproximate average salary by contribution assumption: employee only about $430,750 at 4% or $287,167 at 6%; with 50% employer match about $287,167 at 4% or $191,444 at 6%; with 100% employer match about $215,375 at 4% or $143,583 at 6%.
Bassett & Partners Inc. Cash Balance Plan-5$142,000$142,000$28,400iApproximate average salary by contribution assumption: employee only about $710,000 at 4% or $473,333 at 6%; with 50% employer match about $473,333 at 4% or $315,556 at 6%; with 100% employer match about $355,000 at 4% or $236,667 at 6%.
BASSETT PARTNERS INC 401 K PROFIT SHARING PLAN TRUST-6$24,263$24,065$4,011iApproximate average salary by contribution assumption: employee only about $100,271 at 4% or $66,847 at 6%; with 50% employer match about $66,847 at 4% or $44,565 at 6%; with 100% employer match about $50,135 at 4% or $33,424 at 6%.
BASSETT & PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-11$24,263$23,465$2,133iApproximate average salary by contribution assumption: employee only about $53,330 at 4% or $35,553 at 6%; with 50% employer match about $35,553 at 4% or $23,702 at 6%; with 100% employer match about $26,665 at 4% or $17,777 at 6%.