Civic Intelligence

Joan Behnke & Associates, Inc.

Plan context: Joan Behnke & Associates Cash Balance Plan

EIN 22-3586320 • Beverly Hills, CA • 16 filings • 4 plans

9215 West Olympic BoulevardBeverly Hills, CA 90212
Current Snapshot

Latest Year

2020

2020 Participants

17

2020 Assets

$2,092,420

2020 Contributions

$401,670

Historical Graphs

Total Assets Over Time

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

$2,092,420$1,046,210$0200920162019YearValue
$2,092,420Latest year 2019

Participants Over Time

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

1890200920162019YearValue
17Latest year 2019

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
202020$0$0-
Joan Behnke & Associates Cash Balance Plan-0$0$0-
JOAN BEHNKE & ASSOCIATES PROFIT SHARING PLAN-0$0$0-
2019217$2,092,420$401,670$23,628iApproximate average salary by contribution assumption: employee only about $590,691 at 4% or $393,794 at 6%; with 50% employer match about $393,794 at 4% or $262,529 at 6%; with 100% employer match about $295,346 at 4% or $196,897 at 6%.
Joan Behnke & Associates Cash Balance Plan-17$1,150,575$195,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
JOAN BEHNKE & ASSOCIATES PROFIT SHARING PLAN-17$941,845$206,170$12,128iApproximate average salary by contribution assumption: employee only about $303,191 at 4% or $202,127 at 6%; with 50% employer match about $202,127 at 4% or $134,752 at 6%; with 100% employer match about $151,596 at 4% or $101,064 at 6%.
2018217$1,614,795$447,440$26,320iApproximate average salary by contribution assumption: employee only about $658,000 at 4% or $438,667 at 6%; with 50% employer match about $438,667 at 4% or $292,444 at 6%; with 100% employer match about $329,000 at 4% or $219,333 at 6%.
Joan Behnke & Associates Cash Balance Plan-17$905,879$263,600$15,506iApproximate average salary by contribution assumption: employee only about $387,647 at 4% or $258,431 at 6%; with 50% employer match about $258,431 at 4% or $172,288 at 6%; with 100% employer match about $193,824 at 4% or $129,216 at 6%.
JOAN BEHNKE & ASSOCIATES PROFIT SHARING PLAN-17$708,916$183,840$10,814iApproximate average salary by contribution assumption: employee only about $270,353 at 4% or $180,235 at 6%; with 50% employer match about $180,235 at 4% or $120,157 at 6%; with 100% employer match about $135,176 at 4% or $90,118 at 6%.
2017218$1,228,951$380,549$21,142iApproximate average salary by contribution assumption: employee only about $528,540 at 4% or $352,360 at 6%; with 50% employer match about $352,360 at 4% or $234,907 at 6%; with 100% employer match about $264,270 at 4% or $176,180 at 6%.
Joan Behnke & Associates Cash Balance Plan-18$669,896$196,300$10,906iApproximate average salary by contribution assumption: employee only about $272,639 at 4% or $181,759 at 6%; with 50% employer match about $181,759 at 4% or $121,173 at 6%; with 100% employer match about $136,319 at 4% or $90,880 at 6%.
JOAN BEHNKE & ASSOCIATES PROFIT SHARING PLAN-18$559,055$184,249$10,236iApproximate average salary by contribution assumption: employee only about $255,901 at 4% or $170,601 at 6%; with 50% employer match about $170,601 at 4% or $113,734 at 6%; with 100% employer match about $127,951 at 4% or $85,300 at 6%.
2016212$781,038$323,754$26,980iApproximate average salary by contribution assumption: employee only about $674,488 at 4% or $449,658 at 6%; with 50% employer match about $449,658 at 4% or $299,772 at 6%; with 100% employer match about $337,244 at 4% or $224,829 at 6%.
Joan Behnke & Associates Cash Balance Plan-12$432,514$177,400$14,783iApproximate average salary by contribution assumption: employee only about $369,583 at 4% or $246,389 at 6%; with 50% employer match about $246,389 at 4% or $164,259 at 6%; with 100% employer match about $184,792 at 4% or $123,194 at 6%.
JOAN BEHNKE & ASSOCIATES PROFIT SHARING PLAN-12$348,524$146,354$12,196iApproximate average salary by contribution assumption: employee only about $304,904 at 4% or $203,269 at 6%; with 50% employer match about $203,269 at 4% or $135,513 at 6%; with 100% employer match about $152,452 at 4% or $101,635 at 6%.
2015214$394,640$394,672$28,191iApproximate average salary by contribution assumption: employee only about $704,771 at 4% or $469,848 at 6%; with 50% employer match about $469,848 at 4% or $313,232 at 6%; with 100% employer match about $352,386 at 4% or $234,924 at 6%.
Joan Behnke & Associates Cash Balance Plan-13$218,911$218,943$16,842iApproximate average salary by contribution assumption: employee only about $421,044 at 4% or $280,696 at 6%; with 50% employer match about $280,696 at 4% or $187,131 at 6%; with 100% employer match about $210,522 at 4% or $140,348 at 6%.
JOAN BEHNKE & ASSOCIATES PROFIT SHARING PLAN-14$175,729$175,729$12,552iApproximate average salary by contribution assumption: employee only about $313,802 at 4% or $209,201 at 6%; with 50% employer match about $209,201 at 4% or $139,467 at 6%; with 100% employer match about $156,901 at 4% or $104,601 at 6%.
201210$0$0-
Joan Behnke & Associates Inc. Safe Harbor 401(K) and Profit-Sharing Plan-0$0--
201118$304,773$39,830$4,979iApproximate average salary by contribution assumption: employee only about $124,469 at 4% or $82,979 at 6%; with 50% employer match about $82,979 at 4% or $55,319 at 6%; with 100% employer match about $62,234 at 4% or $41,490 at 6%.
Joan Behnke & Associates Inc. Safe Harbor 401(K) and Profit-Sharing Plan-8$304,773$39,830$4,979iApproximate average salary by contribution assumption: employee only about $124,469 at 4% or $82,979 at 6%; with 50% employer match about $82,979 at 4% or $55,319 at 6%; with 100% employer match about $62,234 at 4% or $41,490 at 6%.
201018$238,103$54,904$6,863iApproximate average salary by contribution assumption: employee only about $171,575 at 4% or $114,383 at 6%; with 50% employer match about $114,383 at 4% or $76,256 at 6%; with 100% employer match about $85,788 at 4% or $57,192 at 6%.
Joan Behnke & Associates Inc. Safe Harbor 401(K) and Profit-Sharing Plan-8$238,103$54,904$6,863iApproximate average salary by contribution assumption: employee only about $171,575 at 4% or $114,383 at 6%; with 50% employer match about $114,383 at 4% or $76,256 at 6%; with 100% employer match about $85,788 at 4% or $57,192 at 6%.
200918$167,440$56,991$7,124iApproximate average salary by contribution assumption: employee only about $178,097 at 4% or $118,731 at 6%; with 50% employer match about $118,731 at 4% or $79,154 at 6%; with 100% employer match about $89,048 at 4% or $59,366 at 6%.
Joan Behnke & Associates Inc. Safe Harbor 401(K) and Profit-Sharing Plan-8$167,440$56,991$7,124iApproximate average salary by contribution assumption: employee only about $178,097 at 4% or $118,731 at 6%; with 50% employer match about $118,731 at 4% or $79,154 at 6%; with 100% employer match about $89,048 at 4% or $59,366 at 6%.