Civic Intelligence

Hsa & Associates Inc.

Plan context: Hsa & Associates Inc. Cash Balance Plan

EIN 20-3791783 • Pasadena, CA • 24 filings • 3 plans

301 N. Lake AvenueSuite 500Pasadena, CA 91101
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$8,542,455

2024 Contributions

$468,258

Historical Graphs

Total Assets Over Time

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

$8,542,455$4,271,228$0200620182024YearValue
$8,542,455Latest year 2024

Participants Over Time

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

55280200620182024YearValue
53Latest 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
2024253$8,542,455$468,258$8,835iApproximate average salary by contribution assumption: employee only about $220,876 at 4% or $147,251 at 6%; with 50% employer match about $147,251 at 4% or $98,167 at 6%; with 100% employer match about $110,438 at 4% or $73,625 at 6%.
Hsa & Associates Inc. Cash Balance Plan-39$4,741,424$0-
Hsa & Associates Inc. 401(K) Plan-53$3,801,031$468,258$8,835iApproximate average salary by contribution assumption: employee only about $220,876 at 4% or $147,251 at 6%; with 50% employer match about $147,251 at 4% or $98,167 at 6%; with 100% employer match about $110,438 at 4% or $73,625 at 6%.
2023255$6,941,500$618,035$11,237iApproximate average salary by contribution assumption: employee only about $280,925 at 4% or $187,283 at 6%; with 50% employer match about $187,283 at 4% or $124,856 at 6%; with 100% employer match about $140,463 at 4% or $93,642 at 6%.
Hsa & Associates Inc. 401(K) Plan-55$3,489,941$618,035$11,237iApproximate average salary by contribution assumption: employee only about $280,925 at 4% or $187,283 at 6%; with 50% employer match about $187,283 at 4% or $124,856 at 6%; with 100% employer match about $140,463 at 4% or $93,642 at 6%.
Hsa & Associates Inc. Cash Balance Plan-40$3,451,559$0-
2022249$5,321,835$1,529,684$31,218iApproximate average salary by contribution assumption: employee only about $780,451 at 4% or $520,301 at 6%; with 50% employer match about $520,301 at 4% or $346,867 at 6%; with 100% employer match about $390,226 at 4% or $260,150 at 6%.
Hsa & Associates Inc. Cash Balance Plan-34$2,684,689$902,000$26,529iApproximate average salary by contribution assumption: employee only about $663,235 at 4% or $442,157 at 6%; with 50% employer match about $442,157 at 4% or $294,771 at 6%; with 100% employer match about $331,618 at 4% or $221,078 at 6%.
Hsa & Associates Inc. 401(K) Plan-49$2,637,146$627,684$12,810iApproximate average salary by contribution assumption: employee only about $320,247 at 4% or $213,498 at 6%; with 50% employer match about $213,498 at 4% or $142,332 at 6%; with 100% employer match about $160,123 at 4% or $106,749 at 6%.
2021249$4,722,672$1,054,044$21,511iApproximate average salary by contribution assumption: employee only about $537,778 at 4% or $358,518 at 6%; with 50% employer match about $358,518 at 4% or $239,012 at 6%; with 100% employer match about $268,889 at 4% or $179,259 at 6%.
Hsa & Associates Inc. 401(K) Plan-49$2,720,333$554,044$11,307iApproximate average salary by contribution assumption: employee only about $282,676 at 4% or $188,450 at 6%; with 50% employer match about $188,450 at 4% or $125,634 at 6%; with 100% employer match about $141,338 at 4% or $94,225 at 6%.
Hsa & Associates Inc. Cash Balance Plan-20$2,002,339$500,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2020239$3,198,793$1,210,484$31,038iApproximate average salary by contribution assumption: employee only about $775,951 at 4% or $517,301 at 6%; with 50% employer match about $517,301 at 4% or $344,867 at 6%; with 100% employer match about $387,976 at 4% or $258,650 at 6%.
Hsa & Associates Inc. 401(K) Plan-39$1,900,085$560,484$14,371iApproximate average salary by contribution assumption: employee only about $359,285 at 4% or $239,523 at 6%; with 50% employer match about $239,523 at 4% or $159,682 at 6%; with 100% employer match about $179,642 at 4% or $119,762 at 6%.
Hsa & Associates Inc. Cash Balance Plan-9$1,298,708$650,000$72,222iApproximate average salary by contribution assumption: employee only about $1,805,556 at 4% or $1,203,704 at 6%; with 50% employer match about $1,203,704 at 4% or $802,469 at 6%; with 100% employer match about $902,778 at 4% or $601,852 at 6%.
2019234$2,541,628$352,085$10,355iApproximate average salary by contribution assumption: employee only about $258,886 at 4% or $172,591 at 6%; with 50% employer match about $172,591 at 4% or $115,060 at 6%; with 100% employer match about $129,443 at 4% or $86,295 at 6%.
Hsa & Associates Inc. 401(K) Plan-34$1,549,256$342,085$10,061iApproximate average salary by contribution assumption: employee only about $251,533 at 4% or $167,689 at 6%; with 50% employer match about $167,689 at 4% or $111,792 at 6%; with 100% employer match about $125,767 at 4% or $83,844 at 6%.
Hsa & Associates Inc. Cash Balance Plan-10$992,372$10,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
2018227$1,804,779$329,928$12,220iApproximate average salary by contribution assumption: employee only about $305,489 at 4% or $203,659 at 6%; with 50% employer match about $203,659 at 4% or $135,773 at 6%; with 100% employer match about $152,744 at 4% or $101,830 at 6%.
Hsa & Associates Inc. 401(K) Plan-27$988,165$305,928$11,331iApproximate average salary by contribution assumption: employee only about $283,267 at 4% or $188,844 at 6%; with 50% employer match about $188,844 at 4% or $125,896 at 6%; with 100% employer match about $141,633 at 4% or $94,422 at 6%.
Hsa & Associates Inc. Cash Balance Plan-10$816,614$24,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
2017221$1,656,650$587,397$27,971iApproximate average salary by contribution assumption: employee only about $699,282 at 4% or $466,188 at 6%; with 50% employer match about $466,188 at 4% or $310,792 at 6%; with 100% employer match about $349,641 at 4% or $233,094 at 6%.
Hsa & Associates Inc. Cash Balance Plan-10$846,812$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Hsa & Associates Inc. 401(K) Plan-21$809,838$287,397$13,686iApproximate average salary by contribution assumption: employee only about $342,139 at 4% or $228,093 at 6%; with 50% employer match about $228,093 at 4% or $152,062 at 6%; with 100% employer match about $171,070 at 4% or $114,046 at 6%.
2016215$979,618$550,960$36,731iApproximate average salary by contribution assumption: employee only about $918,267 at 4% or $612,178 at 6%; with 50% employer match about $612,178 at 4% or $408,119 at 6%; with 100% employer match about $459,133 at 4% or $306,089 at 6%.
Hsa & Associates Inc. Cash Balance Plan-5$550,642$276,000$55,200iApproximate average salary by contribution assumption: employee only about $1,380,000 at 4% or $920,000 at 6%; with 50% employer match about $920,000 at 4% or $613,333 at 6%; with 100% employer match about $690,000 at 4% or $460,000 at 6%.
Hsa & Associates Inc. 401(K) Plan-15$428,976$274,960$18,331iApproximate average salary by contribution assumption: employee only about $458,267 at 4% or $305,511 at 6%; with 50% employer match about $305,511 at 4% or $203,674 at 6%; with 100% employer match about $229,133 at 4% or $152,756 at 6%.
2015217$415,223$416,190$24,482iApproximate average salary by contribution assumption: employee only about $612,044 at 4% or $408,029 at 6%; with 50% employer match about $408,029 at 4% or $272,020 at 6%; with 100% employer match about $306,022 at 4% or $204,015 at 6%.
Hsa & Associates Inc. Cash Balance Plan-8$276,000$276,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
Hsa & Associates Inc. 401(K) Plan-17$139,223$140,190$8,246iApproximate average salary by contribution assumption: employee only about $206,162 at 4% or $137,441 at 6%; with 50% employer match about $137,441 at 4% or $91,627 at 6%; with 100% employer match about $103,081 at 4% or $68,721 at 6%.
200912$914,288$0-
Hsa & Associates Inc. 401(K) Plan-2$914,288--
200812$864,531$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Hsa & Associates Inc. 401(K) Plan-2$864,531$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200712$0$0-
Hsa & Associates Inc. 401(K) Plan-2---
200612$416,609$416,609$208,305iApproximate average salary by contribution assumption: employee only about $5,207,613 at 4% or $3,471,742 at 6%; with 50% employer match about $3,471,742 at 4% or $2,314,494 at 6%; with 100% employer match about $2,603,806 at 4% or $1,735,871 at 6%.
Hsa & Associates Inc. 401(K) Plan-2$416,609$416,609$208,305iApproximate average salary by contribution assumption: employee only about $5,207,613 at 4% or $3,471,742 at 6%; with 50% employer match about $3,471,742 at 4% or $2,314,494 at 6%; with 100% employer match about $2,603,806 at 4% or $1,735,871 at 6%.