Civic Intelligence

Family Office Services, Inc

Plan context: Family Office Services 401(K) Plan

EIN 20-4505270 • Costa Mesa, CA • 19 filings • 3 plans

650 Town CenterSuite 890Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,772,630

2024 Contributions

$203,367

Historical Graphs

Total Assets Over Time

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

$1,772,630$886,315$0200920172024YearValue
$1,772,630Latest year 2024

Participants Over Time

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

1790200720162024YearValue
13Latest 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
2024113$1,772,630$203,367$15,644iApproximate average salary by contribution assumption: employee only about $391,090 at 4% or $260,727 at 6%; with 50% employer match about $260,727 at 4% or $173,818 at 6%; with 100% employer match about $195,545 at 4% or $130,363 at 6%.
Family Office Services 401(K) Plan-13$1,772,630$203,367$15,644iApproximate average salary by contribution assumption: employee only about $391,090 at 4% or $260,727 at 6%; with 50% employer match about $260,727 at 4% or $173,818 at 6%; with 100% employer match about $195,545 at 4% or $130,363 at 6%.
2023113$1,416,857$213,069$16,390iApproximate average salary by contribution assumption: employee only about $409,748 at 4% or $273,165 at 6%; with 50% employer match about $273,165 at 4% or $182,110 at 6%; with 100% employer match about $204,874 at 4% or $136,583 at 6%.
Family Office Services 401(K) Plan-13$1,416,857$213,069$16,390iApproximate average salary by contribution assumption: employee only about $409,748 at 4% or $273,165 at 6%; with 50% employer match about $273,165 at 4% or $182,110 at 6%; with 100% employer match about $204,874 at 4% or $136,583 at 6%.
2022117$1,071,257$187,184$11,011iApproximate average salary by contribution assumption: employee only about $275,271 at 4% or $183,514 at 6%; with 50% employer match about $183,514 at 4% or $122,342 at 6%; with 100% employer match about $137,635 at 4% or $91,757 at 6%.
Family Office Services 401(K) Plan-17$1,071,257$187,184$11,011iApproximate average salary by contribution assumption: employee only about $275,271 at 4% or $183,514 at 6%; with 50% employer match about $183,514 at 4% or $122,342 at 6%; with 100% employer match about $137,635 at 4% or $91,757 at 6%.
202117$1,027,990$181,203$25,886iApproximate average salary by contribution assumption: employee only about $647,154 at 4% or $431,436 at 6%; with 50% employer match about $431,436 at 4% or $287,624 at 6%; with 100% employer match about $323,577 at 4% or $215,718 at 6%.
Family Office Services 401(K) Plan-7$1,027,990$181,203$25,886iApproximate average salary by contribution assumption: employee only about $647,154 at 4% or $431,436 at 6%; with 50% employer match about $431,436 at 4% or $287,624 at 6%; with 100% employer match about $323,577 at 4% or $215,718 at 6%.
202016$728,830$85,326$14,221iApproximate average salary by contribution assumption: employee only about $355,525 at 4% or $237,017 at 6%; with 50% employer match about $237,017 at 4% or $158,011 at 6%; with 100% employer match about $177,763 at 4% or $118,508 at 6%.
Family Office Services 401(K) Plan-6$728,830$85,326$14,221iApproximate average salary by contribution assumption: employee only about $355,525 at 4% or $237,017 at 6%; with 50% employer match about $237,017 at 4% or $158,011 at 6%; with 100% employer match about $177,763 at 4% or $118,508 at 6%.
201915$723,343$98,706$19,741iApproximate average salary by contribution assumption: employee only about $493,530 at 4% or $329,020 at 6%; with 50% employer match about $329,020 at 4% or $219,347 at 6%; with 100% employer match about $246,765 at 4% or $164,510 at 6%.
Family Office Services 401(K) Plan-5$723,343$98,706$19,741iApproximate average salary by contribution assumption: employee only about $493,530 at 4% or $329,020 at 6%; with 50% employer match about $329,020 at 4% or $219,347 at 6%; with 100% employer match about $246,765 at 4% or $164,510 at 6%.
201818$511,402$111,732$13,967iApproximate average salary by contribution assumption: employee only about $349,163 at 4% or $232,775 at 6%; with 50% employer match about $232,775 at 4% or $155,183 at 6%; with 100% employer match about $174,581 at 4% or $116,388 at 6%.
Family Office Services 401(K) Plan-8$511,402$111,732$13,967iApproximate average salary by contribution assumption: employee only about $349,163 at 4% or $232,775 at 6%; with 50% employer match about $232,775 at 4% or $155,183 at 6%; with 100% employer match about $174,581 at 4% or $116,388 at 6%.
201717$619,058$119,862$17,123iApproximate average salary by contribution assumption: employee only about $428,079 at 4% or $285,386 at 6%; with 50% employer match about $285,386 at 4% or $190,257 at 6%; with 100% employer match about $214,039 at 4% or $142,693 at 6%.
Family Office Services 401(K) Plan-7$619,058$119,862$17,123iApproximate average salary by contribution assumption: employee only about $428,079 at 4% or $285,386 at 6%; with 50% employer match about $285,386 at 4% or $190,257 at 6%; with 100% employer match about $214,039 at 4% or $142,693 at 6%.
201617$503,769$89,000$12,714iApproximate average salary by contribution assumption: employee only about $317,857 at 4% or $211,905 at 6%; with 50% employer match about $211,905 at 4% or $141,270 at 6%; with 100% employer match about $158,929 at 4% or $105,952 at 6%.
Family Office Services 401(K) Plan-7$503,769$89,000$12,714iApproximate average salary by contribution assumption: employee only about $317,857 at 4% or $211,905 at 6%; with 50% employer match about $211,905 at 4% or $141,270 at 6%; with 100% employer match about $158,929 at 4% or $105,952 at 6%.
201518$667,258$60,625$7,578iApproximate average salary by contribution assumption: employee only about $189,453 at 4% or $126,302 at 6%; with 50% employer match about $126,302 at 4% or $84,201 at 6%; with 100% employer match about $94,727 at 4% or $63,151 at 6%.
Family Office Services 401(K) Plan-8$667,258$60,625$7,578iApproximate average salary by contribution assumption: employee only about $189,453 at 4% or $126,302 at 6%; with 50% employer match about $126,302 at 4% or $84,201 at 6%; with 100% employer match about $94,727 at 4% or $63,151 at 6%.
201417$608,398$74,367$10,624iApproximate average salary by contribution assumption: employee only about $265,596 at 4% or $177,064 at 6%; with 50% employer match about $177,064 at 4% or $118,043 at 6%; with 100% employer match about $132,798 at 4% or $88,532 at 6%.
Family Office Services 401(K) Plan-7$608,398$74,367$10,624iApproximate average salary by contribution assumption: employee only about $265,596 at 4% or $177,064 at 6%; with 50% employer match about $177,064 at 4% or $118,043 at 6%; with 100% employer match about $132,798 at 4% or $88,532 at 6%.
201319$507,093$93,099$10,344iApproximate average salary by contribution assumption: employee only about $258,608 at 4% or $172,406 at 6%; with 50% employer match about $172,406 at 4% or $114,937 at 6%; with 100% employer match about $129,304 at 4% or $86,203 at 6%.
Family Office Services 401(K) Plan-9$507,093$93,099$10,344iApproximate average salary by contribution assumption: employee only about $258,608 at 4% or $172,406 at 6%; with 50% employer match about $172,406 at 4% or $114,937 at 6%; with 100% employer match about $129,304 at 4% or $86,203 at 6%.
201219$361,449$89,289$9,921iApproximate average salary by contribution assumption: employee only about $248,025 at 4% or $165,350 at 6%; with 50% employer match about $165,350 at 4% or $110,233 at 6%; with 100% employer match about $124,013 at 4% or $82,675 at 6%.
Family Office Services 401(K) Plan-9$361,449$89,289$9,921iApproximate average salary by contribution assumption: employee only about $248,025 at 4% or $165,350 at 6%; with 50% employer match about $165,350 at 4% or $110,233 at 6%; with 100% employer match about $124,013 at 4% or $82,675 at 6%.
201118$245,808$55,421$6,928iApproximate average salary by contribution assumption: employee only about $173,191 at 4% or $115,460 at 6%; with 50% employer match about $115,460 at 4% or $76,974 at 6%; with 100% employer match about $86,595 at 4% or $57,730 at 6%.
Family Office Services 401(K) Plan-8$245,808$55,421$6,928iApproximate average salary by contribution assumption: employee only about $173,191 at 4% or $115,460 at 6%; with 50% employer match about $115,460 at 4% or $76,974 at 6%; with 100% employer match about $86,595 at 4% or $57,730 at 6%.
201018$193,072$87,484$10,936iApproximate average salary by contribution assumption: employee only about $273,388 at 4% or $182,258 at 6%; with 50% employer match about $182,258 at 4% or $121,506 at 6%; with 100% employer match about $136,694 at 4% or $91,129 at 6%.
Family Office Services 401(K) Plan-8$193,072$87,484$10,936iApproximate average salary by contribution assumption: employee only about $273,388 at 4% or $182,258 at 6%; with 50% employer match about $182,258 at 4% or $121,506 at 6%; with 100% employer match about $136,694 at 4% or $91,129 at 6%.
200923$188,581$45,254$15,085iApproximate average salary by contribution assumption: employee only about $377,117 at 4% or $251,411 at 6%; with 50% employer match about $251,411 at 4% or $167,607 at 6%; with 100% employer match about $188,558 at 4% or $125,706 at 6%.
Family Office Services 401K Plan-3$94,291$23,254$7,751iApproximate average salary by contribution assumption: employee only about $193,783 at 4% or $129,189 at 6%; with 50% employer match about $129,189 at 4% or $86,126 at 6%; with 100% employer match about $96,892 at 4% or $64,594 at 6%.
Family Office Services 401(K) Plan-3$94,290$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200817$0$0-
Family Office Services 401(K) Plan-7---
200714$0$0-
Family Office Services 401(K) Plan-4---