Civic Intelligence

Watanabe Consulting LLC

Plan context: Watanabe Consulting LLC Cash Balance Plan

EIN 20-3384952 • Rancho Santa Fe, CA • 20 filings • 4 plans

18656 Via VareseRancho Santa Fe, CA 92091
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$7,780,715

2024 Contributions

$48,346

Historical Graphs

Total Assets Over Time

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

$7,780,715$3,890,358$0201520202024YearValue
$7,780,715Latest year 2024

Participants Over Time

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

1260201520202024YearValue
7Latest 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
202427$7,780,715$48,346$6,907iApproximate average salary by contribution assumption: employee only about $172,664 at 4% or $115,110 at 6%; with 50% employer match about $115,110 at 4% or $76,740 at 6%; with 100% employer match about $86,332 at 4% or $57,555 at 6%.
Watanabe Consulting LLC Cash Balance Plan-4$6,921,640$0-
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-7$859,075$48,346$6,907iApproximate average salary by contribution assumption: employee only about $172,664 at 4% or $115,110 at 6%; with 50% employer match about $115,110 at 4% or $76,740 at 6%; with 100% employer match about $86,332 at 4% or $57,555 at 6%.
202328$6,986,394$600,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Watanabe Consulting LLC Cash Balance Plan-3$6,181,839$543,231$181,077iApproximate average salary by contribution assumption: employee only about $4,526,925 at 4% or $3,017,950 at 6%; with 50% employer match about $3,017,950 at 4% or $2,011,967 at 6%; with 100% employer match about $2,263,463 at 4% or $1,508,975 at 6%.
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$804,555$56,769$7,096iApproximate average salary by contribution assumption: employee only about $177,403 at 4% or $118,269 at 6%; with 50% employer match about $118,269 at 4% or $78,846 at 6%; with 100% employer match about $88,702 at 4% or $59,134 at 6%.
2022212$5,748,171$317,925$26,494iApproximate average salary by contribution assumption: employee only about $662,344 at 4% or $441,563 at 6%; with 50% employer match about $441,563 at 4% or $294,375 at 6%; with 100% employer match about $331,172 at 4% or $220,781 at 6%.
Watanabe Consulting LLC Cash Balance Plan-10$5,009,523$200,000$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%.
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-12$738,648$117,925$9,827iApproximate average salary by contribution assumption: employee only about $245,677 at 4% or $163,785 at 6%; with 50% employer match about $163,785 at 4% or $109,190 at 6%; with 100% employer match about $122,839 at 4% or $81,892 at 6%.
2021211$6,249,039$580,514$52,774iApproximate average salary by contribution assumption: employee only about $1,319,350 at 4% or $879,567 at 6%; with 50% employer match about $879,567 at 4% or $586,378 at 6%; with 100% employer match about $659,675 at 4% or $439,783 at 6%.
Watanabe Consulting LLC Cash Balance Plan-9$5,541,760$493,588$54,843iApproximate average salary by contribution assumption: employee only about $1,371,078 at 4% or $914,052 at 6%; with 50% employer match about $914,052 at 4% or $609,368 at 6%; with 100% employer match about $685,539 at 4% or $457,026 at 6%.
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-11$707,279$86,926$7,902iApproximate average salary by contribution assumption: employee only about $197,559 at 4% or $131,706 at 6%; with 50% employer match about $131,706 at 4% or $87,804 at 6%; with 100% employer match about $98,780 at 4% or $65,853 at 6%.
2020210$5,263,109$845,121$84,512iApproximate average salary by contribution assumption: employee only about $2,112,803 at 4% or $1,408,535 at 6%; with 50% employer match about $1,408,535 at 4% or $939,023 at 6%; with 100% employer match about $1,056,401 at 4% or $704,268 at 6%.
Watanabe Consulting LLC Cash Balance Plan-9$4,679,199$697,666$77,518iApproximate average salary by contribution assumption: employee only about $1,937,961 at 4% or $1,291,974 at 6%; with 50% employer match about $1,291,974 at 4% or $861,316 at 6%; with 100% employer match about $968,981 at 4% or $645,987 at 6%.
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-10$583,910$147,455$14,746iApproximate average salary by contribution assumption: employee only about $368,638 at 4% or $245,758 at 6%; with 50% employer match about $245,758 at 4% or $163,839 at 6%; with 100% employer match about $184,319 at 4% or $122,879 at 6%.
201929$4,054,609$770,342$85,594iApproximate average salary by contribution assumption: employee only about $2,139,839 at 4% or $1,426,559 at 6%; with 50% employer match about $1,426,559 at 4% or $951,040 at 6%; with 100% employer match about $1,069,919 at 4% or $713,280 at 6%.
Watanabe Consulting LLC Cash Balance Plan-9$3,646,394$686,926$76,325iApproximate average salary by contribution assumption: employee only about $1,908,128 at 4% or $1,272,085 at 6%; with 50% employer match about $1,272,085 at 4% or $848,057 at 6%; with 100% employer match about $954,064 at 4% or $636,043 at 6%.
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-9$408,215$83,416$9,268iApproximate average salary by contribution assumption: employee only about $231,711 at 4% or $154,474 at 6%; with 50% employer match about $154,474 at 4% or $102,983 at 6%; with 100% employer match about $115,856 at 4% or $77,237 at 6%.
201828$2,999,774$990,274$123,784iApproximate average salary by contribution assumption: employee only about $3,094,606 at 4% or $2,063,071 at 6%; with 50% employer match about $2,063,071 at 4% or $1,375,381 at 6%; with 100% employer match about $1,547,303 at 4% or $1,031,535 at 6%.
Watanabe Consulting LLC Cash Balance Plan-8$2,708,033$914,368$114,296iApproximate average salary by contribution assumption: employee only about $2,857,400 at 4% or $1,904,933 at 6%; with 50% employer match about $1,904,933 at 4% or $1,269,956 at 6%; with 100% employer match about $1,428,700 at 4% or $952,467 at 6%.
WATANABE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$291,741$75,906$9,488iApproximate average salary by contribution assumption: employee only about $237,206 at 4% or $158,138 at 6%; with 50% employer match about $158,138 at 4% or $105,425 at 6%; with 100% employer match about $118,603 at 4% or $79,069 at 6%.
201728$2,069,069$1,027,645$128,456iApproximate average salary by contribution assumption: employee only about $3,211,391 at 4% or $2,140,927 at 6%; with 50% employer match about $2,140,927 at 4% or $1,427,285 at 6%; with 100% employer match about $1,605,695 at 4% or $1,070,464 at 6%.
Watanabe Consulting LLC Cash Balance Plan-8$1,844,138$954,150$119,269iApproximate average salary by contribution assumption: employee only about $2,981,719 at 4% or $1,987,813 at 6%; with 50% employer match about $1,987,813 at 4% or $1,325,208 at 6%; with 100% employer match about $1,490,859 at 4% or $993,906 at 6%.
WATANABE CONSULTING LLC 401(K) PROFIT SHARING PLAN-8$224,931$73,495$9,187iApproximate average salary by contribution assumption: employee only about $229,672 at 4% or $153,115 at 6%; with 50% employer match about $153,115 at 4% or $102,076 at 6%; with 100% employer match about $114,836 at 4% or $76,557 at 6%.
201627$961,354$499,344$71,335iApproximate average salary by contribution assumption: employee only about $1,783,371 at 4% or $1,188,914 at 6%; with 50% employer match about $1,188,914 at 4% or $792,610 at 6%; with 100% employer match about $891,686 at 4% or $594,457 at 6%.
Watanabe Consulting LLC Cash Balance Plan-7$821,755$430,335$61,476iApproximate average salary by contribution assumption: employee only about $1,536,911 at 4% or $1,024,607 at 6%; with 50% employer match about $1,024,607 at 4% or $683,071 at 6%; with 100% employer match about $768,455 at 4% or $512,304 at 6%.
WATANABE CONSULTING LLC 401(K) PROFIT SHARING PLAN-6$139,599$69,009$11,502iApproximate average salary by contribution assumption: employee only about $287,538 at 4% or $191,692 at 6%; with 50% employer match about $191,692 at 4% or $127,794 at 6%; with 100% employer match about $143,769 at 4% or $95,846 at 6%.
201526$461,598$461,598$76,933iApproximate average salary by contribution assumption: employee only about $1,923,325 at 4% or $1,282,217 at 6%; with 50% employer match about $1,282,217 at 4% or $854,811 at 6%; with 100% employer match about $961,663 at 4% or $641,108 at 6%.
Watanabe Consulting LLC Cash Balance Plan-6$390,879$390,879$65,147iApproximate average salary by contribution assumption: employee only about $1,628,663 at 4% or $1,085,775 at 6%; with 50% employer match about $1,085,775 at 4% or $723,850 at 6%; with 100% employer match about $814,331 at 4% or $542,888 at 6%.
WATANABE CONSULTING LLC 401(K) PROFIT SHARING PLAN-6$70,719$70,719$11,787iApproximate average salary by contribution assumption: employee only about $294,663 at 4% or $196,442 at 6%; with 50% employer match about $196,442 at 4% or $130,961 at 6%; with 100% employer match about $147,331 at 4% or $98,221 at 6%.