Civic Intelligence

Esmond & Associates Inc.

Plan context: Esmond & Associates Inc. 401(K) Plan

EIN 20-3250475 • Calabasas, CA • 16 filings • 2 plans

23901 Calabasas Road, Suite 1010Calabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$10,258,711

2024 Contributions

$927,931

Historical Graphs

Total Assets Over Time

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

$10,258,711$5,129,356$0201020172024YearValue
$10,258,711Latest year 2024

Participants Over Time

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

33170201020172024YearValue
33Latest 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
2024233$10,258,711$927,931$28,119iApproximate average salary by contribution assumption: employee only about $702,978 at 4% or $468,652 at 6%; with 50% employer match about $468,652 at 4% or $312,435 at 6%; with 100% employer match about $351,489 at 4% or $234,326 at 6%.
Esmond & Associates Inc. 401(K) Plan-33$10,087,161$756,381$22,921iApproximate average salary by contribution assumption: employee only about $573,016 at 4% or $382,011 at 6%; with 50% employer match about $382,011 at 4% or $254,674 at 6%; with 100% employer match about $286,508 at 4% or $191,005 at 6%.
Esmond & Associates Cash Balance Plan-29$171,550$171,550$5,916iApproximate average salary by contribution assumption: employee only about $147,888 at 4% or $98,592 at 6%; with 50% employer match about $98,592 at 4% or $65,728 at 6%; with 100% employer match about $73,944 at 4% or $49,296 at 6%.
2023130$7,792,903$592,574$19,752iApproximate average salary by contribution assumption: employee only about $493,812 at 4% or $329,208 at 6%; with 50% employer match about $329,208 at 4% or $219,472 at 6%; with 100% employer match about $246,906 at 4% or $164,604 at 6%.
Esmond & Associates Inc. 401(K) Plan-30$7,792,903$592,574$19,752iApproximate average salary by contribution assumption: employee only about $493,812 at 4% or $329,208 at 6%; with 50% employer match about $329,208 at 4% or $219,472 at 6%; with 100% employer match about $246,906 at 4% or $164,604 at 6%.
2022125$6,212,813$526,253$21,050iApproximate average salary by contribution assumption: employee only about $526,253 at 4% or $350,835 at 6%; with 50% employer match about $350,835 at 4% or $233,890 at 6%; with 100% employer match about $263,127 at 4% or $175,418 at 6%.
Esmond & Associates Inc. 401(K) Plan-25$6,212,813$526,253$21,050iApproximate average salary by contribution assumption: employee only about $526,253 at 4% or $350,835 at 6%; with 50% employer match about $350,835 at 4% or $233,890 at 6%; with 100% employer match about $263,127 at 4% or $175,418 at 6%.
2021123$6,606,313$450,905$19,605iApproximate average salary by contribution assumption: employee only about $490,114 at 4% or $326,743 at 6%; with 50% employer match about $326,743 at 4% or $217,829 at 6%; with 100% employer match about $245,057 at 4% or $163,371 at 6%.
Esmond & Associates Inc. 401(K) Plan-23$6,606,313$450,905$19,605iApproximate average salary by contribution assumption: employee only about $490,114 at 4% or $326,743 at 6%; with 50% employer match about $326,743 at 4% or $217,829 at 6%; with 100% employer match about $245,057 at 4% or $163,371 at 6%.
2020120$5,796,782$521,169$26,058iApproximate average salary by contribution assumption: employee only about $651,461 at 4% or $434,308 at 6%; with 50% employer match about $434,308 at 4% or $289,538 at 6%; with 100% employer match about $325,731 at 4% or $217,154 at 6%.
Esmond & Associates Inc. 401(K) Plan-20$5,796,782$521,169$26,058iApproximate average salary by contribution assumption: employee only about $651,461 at 4% or $434,308 at 6%; with 50% employer match about $434,308 at 4% or $289,538 at 6%; with 100% employer match about $325,731 at 4% or $217,154 at 6%.
2019122$4,437,421$508,816$23,128iApproximate average salary by contribution assumption: employee only about $578,200 at 4% or $385,467 at 6%; with 50% employer match about $385,467 at 4% or $256,978 at 6%; with 100% employer match about $289,100 at 4% or $192,733 at 6%.
Esmond & Associates Inc. 401(K) Plan-22$4,437,421$508,816$23,128iApproximate average salary by contribution assumption: employee only about $578,200 at 4% or $385,467 at 6%; with 50% employer match about $385,467 at 4% or $256,978 at 6%; with 100% employer match about $289,100 at 4% or $192,733 at 6%.
2018119$3,391,952$286,258$15,066iApproximate average salary by contribution assumption: employee only about $376,655 at 4% or $251,104 at 6%; with 50% employer match about $251,104 at 4% or $167,402 at 6%; with 100% employer match about $188,328 at 4% or $125,552 at 6%.
Esmond & Associates Inc. 401(K) Plan-19$3,391,952$286,258$15,066iApproximate average salary by contribution assumption: employee only about $376,655 at 4% or $251,104 at 6%; with 50% employer match about $251,104 at 4% or $167,402 at 6%; with 100% employer match about $188,328 at 4% or $125,552 at 6%.
2017114$3,379,360$313,277$22,377iApproximate average salary by contribution assumption: employee only about $559,423 at 4% or $372,949 at 6%; with 50% employer match about $372,949 at 4% or $248,633 at 6%; with 100% employer match about $279,712 at 4% or $186,474 at 6%.
Esmond & Associates Inc. 401(K) Plan-14$3,379,360$313,277$22,377iApproximate average salary by contribution assumption: employee only about $559,423 at 4% or $372,949 at 6%; with 50% employer match about $372,949 at 4% or $248,633 at 6%; with 100% employer match about $279,712 at 4% or $186,474 at 6%.
2016114$2,773,850$537,097$38,364iApproximate average salary by contribution assumption: employee only about $959,102 at 4% or $639,401 at 6%; with 50% employer match about $639,401 at 4% or $426,267 at 6%; with 100% employer match about $479,551 at 4% or $319,701 at 6%.
Esmond & Associates Inc. 401(K) Plan-14$2,773,850$537,097$38,364iApproximate average salary by contribution assumption: employee only about $959,102 at 4% or $639,401 at 6%; with 50% employer match about $639,401 at 4% or $426,267 at 6%; with 100% employer match about $479,551 at 4% or $319,701 at 6%.
2015112$2,095,266$313,406$26,117iApproximate average salary by contribution assumption: employee only about $652,929 at 4% or $435,286 at 6%; with 50% employer match about $435,286 at 4% or $290,191 at 6%; with 100% employer match about $326,465 at 4% or $217,643 at 6%.
Esmond & Associates Inc. 401(K) Plan-12$2,095,266$313,406$26,117iApproximate average salary by contribution assumption: employee only about $652,929 at 4% or $435,286 at 6%; with 50% employer match about $435,286 at 4% or $290,191 at 6%; with 100% employer match about $326,465 at 4% or $217,643 at 6%.
2014112$1,899,317$261,947$21,829iApproximate average salary by contribution assumption: employee only about $545,723 at 4% or $363,815 at 6%; with 50% employer match about $363,815 at 4% or $242,544 at 6%; with 100% employer match about $272,861 at 4% or $181,908 at 6%.
Esmond & Associates Inc. 401(K) Plan-12$1,899,317$261,947$21,829iApproximate average salary by contribution assumption: employee only about $545,723 at 4% or $363,815 at 6%; with 50% employer match about $363,815 at 4% or $242,544 at 6%; with 100% employer match about $272,861 at 4% or $181,908 at 6%.
2013112$1,480,450$226,137$18,845iApproximate average salary by contribution assumption: employee only about $471,119 at 4% or $314,079 at 6%; with 50% employer match about $314,079 at 4% or $209,386 at 6%; with 100% employer match about $235,559 at 4% or $157,040 at 6%.
Esmond & Associates Inc. 401(K) Plan-12$1,480,450$226,137$18,845iApproximate average salary by contribution assumption: employee only about $471,119 at 4% or $314,079 at 6%; with 50% employer match about $314,079 at 4% or $209,386 at 6%; with 100% employer match about $235,559 at 4% or $157,040 at 6%.
2012111$1,155,303$181,654$16,514iApproximate average salary by contribution assumption: employee only about $412,850 at 4% or $275,233 at 6%; with 50% employer match about $275,233 at 4% or $183,489 at 6%; with 100% employer match about $206,425 at 4% or $137,617 at 6%.
Esmond & Associates Inc. 401(K) Plan-11$1,155,303$181,654$16,514iApproximate average salary by contribution assumption: employee only about $412,850 at 4% or $275,233 at 6%; with 50% employer match about $275,233 at 4% or $183,489 at 6%; with 100% employer match about $206,425 at 4% or $137,617 at 6%.
201119$848,143$159,093$17,677iApproximate average salary by contribution assumption: employee only about $441,925 at 4% or $294,617 at 6%; with 50% employer match about $294,617 at 4% or $196,411 at 6%; with 100% employer match about $220,963 at 4% or $147,308 at 6%.
Esmond & Associates Inc. 401(K) Plan-9$848,143$159,093$17,677iApproximate average salary by contribution assumption: employee only about $441,925 at 4% or $294,617 at 6%; with 50% employer match about $294,617 at 4% or $196,411 at 6%; with 100% employer match about $220,963 at 4% or $147,308 at 6%.
201019$816,472$666,863$74,096iApproximate average salary by contribution assumption: employee only about $1,852,397 at 4% or $1,234,931 at 6%; with 50% employer match about $1,234,931 at 4% or $823,288 at 6%; with 100% employer match about $926,199 at 4% or $617,466 at 6%.
Esmond & Associates Inc. 401(K) Plan-9$816,472$666,863$74,096iApproximate average salary by contribution assumption: employee only about $1,852,397 at 4% or $1,234,931 at 6%; with 50% employer match about $1,234,931 at 4% or $823,288 at 6%; with 100% employer match about $926,199 at 4% or $617,466 at 6%.