Civic Intelligence

Bushey Financial Services Inc.

Plan context: Bushey Financial Services Inc. 401K Retirement Plan

EIN 26-0800005 • Fresno, CA • 17 filings • 1 plans

7170 N. Financial Dr., St. 102Fresno, CA 93720
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,828,223

2024 Contributions

$106,578

Historical Graphs

Total Assets Over Time

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

$1,828,223$914,112$0200820162024YearValue
$1,828,223Latest year 2024

Participants Over Time

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

740200820162024YearValue
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
202417$1,828,223$106,578$15,225iApproximate average salary by contribution assumption: employee only about $380,636 at 4% or $253,757 at 6%; with 50% employer match about $253,757 at 4% or $169,171 at 6%; with 100% employer match about $190,318 at 4% or $126,879 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-7$1,828,223$106,578$15,225iApproximate average salary by contribution assumption: employee only about $380,636 at 4% or $253,757 at 6%; with 50% employer match about $253,757 at 4% or $169,171 at 6%; with 100% employer match about $190,318 at 4% or $126,879 at 6%.
202315$1,390,758$80,630$16,126iApproximate average salary by contribution assumption: employee only about $403,150 at 4% or $268,767 at 6%; with 50% employer match about $268,767 at 4% or $179,178 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-5$1,390,758$80,630$16,126iApproximate average salary by contribution assumption: employee only about $403,150 at 4% or $268,767 at 6%; with 50% employer match about $268,767 at 4% or $179,178 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.
202215$1,101,542$75,284$15,057iApproximate average salary by contribution assumption: employee only about $376,420 at 4% or $250,947 at 6%; with 50% employer match about $250,947 at 4% or $167,298 at 6%; with 100% employer match about $188,210 at 4% or $125,473 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-5$1,101,542$75,284$15,057iApproximate average salary by contribution assumption: employee only about $376,420 at 4% or $250,947 at 6%; with 50% employer match about $250,947 at 4% or $167,298 at 6%; with 100% employer match about $188,210 at 4% or $125,473 at 6%.
202112$1,252,397$71,762$35,881iApproximate average salary by contribution assumption: employee only about $897,025 at 4% or $598,017 at 6%; with 50% employer match about $598,017 at 4% or $398,678 at 6%; with 100% employer match about $448,513 at 4% or $299,008 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$1,252,397$71,762$35,881iApproximate average salary by contribution assumption: employee only about $897,025 at 4% or $598,017 at 6%; with 50% employer match about $598,017 at 4% or $398,678 at 6%; with 100% employer match about $448,513 at 4% or $299,008 at 6%.
202012$1,017,888$66,716$33,358iApproximate average salary by contribution assumption: employee only about $833,950 at 4% or $555,967 at 6%; with 50% employer match about $555,967 at 4% or $370,644 at 6%; with 100% employer match about $416,975 at 4% or $277,983 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$1,017,888$66,716$33,358iApproximate average salary by contribution assumption: employee only about $833,950 at 4% or $555,967 at 6%; with 50% employer match about $555,967 at 4% or $370,644 at 6%; with 100% employer match about $416,975 at 4% or $277,983 at 6%.
201912$790,121$58,492$29,246iApproximate average salary by contribution assumption: employee only about $731,150 at 4% or $487,433 at 6%; with 50% employer match about $487,433 at 4% or $324,956 at 6%; with 100% employer match about $365,575 at 4% or $243,717 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$790,121$58,492$29,246iApproximate average salary by contribution assumption: employee only about $731,150 at 4% or $487,433 at 6%; with 50% employer match about $487,433 at 4% or $324,956 at 6%; with 100% employer match about $365,575 at 4% or $243,717 at 6%.
201812$585,602$58,100$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$585,602$58,100$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
201712$592,503$63,429$31,715iApproximate average salary by contribution assumption: employee only about $792,863 at 4% or $528,575 at 6%; with 50% employer match about $528,575 at 4% or $352,383 at 6%; with 100% employer match about $396,431 at 4% or $264,288 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$592,503$63,429$31,715iApproximate average salary by contribution assumption: employee only about $792,863 at 4% or $528,575 at 6%; with 50% employer match about $528,575 at 4% or $352,383 at 6%; with 100% employer match about $396,431 at 4% or $264,288 at 6%.
201612$739,869$104,562$52,281iApproximate average salary by contribution assumption: employee only about $1,307,025 at 4% or $871,350 at 6%; with 50% employer match about $871,350 at 4% or $580,900 at 6%; with 100% employer match about $653,513 at 4% or $435,675 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$739,869$104,562$52,281iApproximate average salary by contribution assumption: employee only about $1,307,025 at 4% or $871,350 at 6%; with 50% employer match about $871,350 at 4% or $580,900 at 6%; with 100% employer match about $653,513 at 4% or $435,675 at 6%.
201512$635,307$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$635,307$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201412$604,665$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$604,665$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
201312$524,124$71,500$35,750iApproximate average salary by contribution assumption: employee only about $893,750 at 4% or $595,833 at 6%; with 50% employer match about $595,833 at 4% or $397,222 at 6%; with 100% employer match about $446,875 at 4% or $297,917 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$524,124$71,500$35,750iApproximate average salary by contribution assumption: employee only about $893,750 at 4% or $595,833 at 6%; with 50% employer match about $595,833 at 4% or $397,222 at 6%; with 100% employer match about $446,875 at 4% or $297,917 at 6%.
201212$366,849$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$366,849$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
201112$247,713$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$247,713$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
201012$223,173$60,000$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%.
Bushey Financial Services Inc. 401K Retirement Plan-2$223,173$60,000$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%.
200912$144,720$69,500$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$144,720$69,500$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
200812$60,549$67,817$33,909iApproximate average salary by contribution assumption: employee only about $847,713 at 4% or $565,142 at 6%; with 50% employer match about $565,142 at 4% or $376,761 at 6%; with 100% employer match about $423,856 at 4% or $282,571 at 6%.
Bushey Financial Services Inc. 401K Retirement Plan-2$60,549$67,817$33,909iApproximate average salary by contribution assumption: employee only about $847,713 at 4% or $565,142 at 6%; with 50% employer match about $565,142 at 4% or $376,761 at 6%; with 100% employer match about $423,856 at 4% or $282,571 at 6%.