Civic Intelligence

Christine Paulen Inc.

Plan context: Christine Paulen Inc. Cash Balance Plan

EIN 26-1697192 • San Rafael, CA • 20 filings • 3 plans

408 Riviera DriveSan Rafael, CA 94901
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,085,615

2025 Contributions

$151,000

Historical Graphs

Total Assets Over Time

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

$3,085,615$1,542,808$0201520202025YearValue
$3,085,615Latest year 2025

Participants Over Time

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

840201520202025YearValue
5Latest year 2025

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
202525$3,085,615$151,000$30,200iApproximate average salary by contribution assumption: employee only about $755,000 at 4% or $503,333 at 6%; with 50% employer match about $503,333 at 4% or $335,556 at 6%; with 100% employer match about $377,500 at 4% or $251,667 at 6%.
Christine Paulen Inc. Cash Balance Plan-5$2,588,508$72,700$14,540iApproximate average salary by contribution assumption: employee only about $363,500 at 4% or $242,333 at 6%; with 50% employer match about $242,333 at 4% or $161,556 at 6%; with 100% employer match about $181,750 at 4% or $121,167 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-5$497,107$78,300$15,660iApproximate average salary by contribution assumption: employee only about $391,500 at 4% or $261,000 at 6%; with 50% employer match about $261,000 at 4% or $174,000 at 6%; with 100% employer match about $195,750 at 4% or $130,500 at 6%.
202427$2,891,421$153,912$21,987iApproximate average salary by contribution assumption: employee only about $549,686 at 4% or $366,457 at 6%; with 50% employer match about $366,457 at 4% or $244,305 at 6%; with 100% employer match about $274,843 at 4% or $183,229 at 6%.
Christine Paulen Inc. Cash Balance Plan-7$2,286,758$71,642$10,235iApproximate average salary by contribution assumption: employee only about $255,864 at 4% or $170,576 at 6%; with 50% employer match about $170,576 at 4% or $113,717 at 6%; with 100% employer match about $127,932 at 4% or $85,288 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-6$604,663$82,270$13,712iApproximate average salary by contribution assumption: employee only about $342,792 at 4% or $228,528 at 6%; with 50% employer match about $228,528 at 4% or $152,352 at 6%; with 100% employer match about $171,396 at 4% or $114,264 at 6%.
202328$2,542,534$209,400$26,175iApproximate average salary by contribution assumption: employee only about $654,375 at 4% or $436,250 at 6%; with 50% employer match about $436,250 at 4% or $290,833 at 6%; with 100% employer match about $327,188 at 4% or $218,125 at 6%.
Christine Paulen Inc. Cash Balance Plan-7$1,995,928$96,730$13,819iApproximate average salary by contribution assumption: employee only about $345,464 at 4% or $230,310 at 6%; with 50% employer match about $230,310 at 4% or $153,540 at 6%; with 100% employer match about $172,732 at 4% or $115,155 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-8$546,606$112,670$14,084iApproximate average salary by contribution assumption: employee only about $352,094 at 4% or $234,729 at 6%; with 50% employer match about $234,729 at 4% or $156,486 at 6%; with 100% employer match about $176,047 at 4% or $117,365 at 6%.
202227$2,055,635$196,399$28,057iApproximate average salary by contribution assumption: employee only about $701,425 at 4% or $467,617 at 6%; with 50% employer match about $467,617 at 4% or $311,744 at 6%; with 100% employer match about $350,713 at 4% or $233,808 at 6%.
Christine Paulen Inc. Cash Balance Plan-6$1,677,507$89,892$14,982iApproximate average salary by contribution assumption: employee only about $374,550 at 4% or $249,700 at 6%; with 50% employer match about $249,700 at 4% or $166,467 at 6%; with 100% employer match about $187,275 at 4% or $124,850 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-7$378,128$106,507$15,215iApproximate average salary by contribution assumption: employee only about $380,382 at 4% or $253,588 at 6%; with 50% employer match about $253,588 at 4% or $169,059 at 6%; with 100% employer match about $190,191 at 4% or $126,794 at 6%.
202126$2,311,690$218,700$36,450iApproximate average salary by contribution assumption: employee only about $911,250 at 4% or $607,500 at 6%; with 50% employer match about $607,500 at 4% or $405,000 at 6%; with 100% employer match about $455,625 at 4% or $303,750 at 6%.
Christine Paulen Inc. Cash Balance Plan-5$1,969,915$128,050$25,610iApproximate average salary by contribution assumption: employee only about $640,250 at 4% or $426,833 at 6%; with 50% employer match about $426,833 at 4% or $284,556 at 6%; with 100% employer match about $320,125 at 4% or $213,417 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-6$341,775$90,650$15,108iApproximate average salary by contribution assumption: employee only about $377,708 at 4% or $251,806 at 6%; with 50% employer match about $251,806 at 4% or $167,870 at 6%; with 100% employer match about $188,854 at 4% or $125,903 at 6%.
202025$1,919,567$229,031$45,806iApproximate average salary by contribution assumption: employee only about $1,145,155 at 4% or $763,437 at 6%; with 50% employer match about $763,437 at 4% or $508,958 at 6%; with 100% employer match about $572,578 at 4% or $381,718 at 6%.
Christine Paulen Inc. Cash Balance Plan-5$1,691,783$157,433$31,487iApproximate average salary by contribution assumption: employee only about $787,165 at 4% or $524,777 at 6%; with 50% employer match about $524,777 at 4% or $349,851 at 6%; with 100% employer match about $393,583 at 4% or $262,388 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-5$227,784$71,598$14,320iApproximate average salary by contribution assumption: employee only about $357,990 at 4% or $238,660 at 6%; with 50% employer match about $238,660 at 4% or $159,107 at 6%; with 100% employer match about $178,995 at 4% or $119,330 at 6%.
201922$1,455,862$244,999$122,500iApproximate average salary by contribution assumption: employee only about $3,062,488 at 4% or $2,041,658 at 6%; with 50% employer match about $2,041,658 at 4% or $1,361,106 at 6%; with 100% employer match about $1,531,244 at 4% or $1,020,829 at 6%.
Christine Paulen Inc. Cash Balance Plan-2$1,324,636$212,701$106,351iApproximate average salary by contribution assumption: employee only about $2,658,763 at 4% or $1,772,508 at 6%; with 50% employer match about $1,772,508 at 4% or $1,181,672 at 6%; with 100% employer match about $1,329,381 at 4% or $886,254 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-2$131,226$32,298$16,149iApproximate average salary by contribution assumption: employee only about $403,725 at 4% or $269,150 at 6%; with 50% employer match about $269,150 at 4% or $179,433 at 6%; with 100% employer match about $201,863 at 4% or $134,575 at 6%.
201824$1,046,261$263,963$65,991iApproximate average salary by contribution assumption: employee only about $1,649,769 at 4% or $1,099,846 at 6%; with 50% employer match about $1,099,846 at 4% or $733,231 at 6%; with 100% employer match about $824,884 at 4% or $549,923 at 6%.
Christine Paulen Inc. Cash Balance Plan-4$937,983$204,244$51,061iApproximate average salary by contribution assumption: employee only about $1,276,525 at 4% or $851,017 at 6%; with 50% employer match about $851,017 at 4% or $567,344 at 6%; with 100% employer match about $638,263 at 4% or $425,508 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-4$108,278$59,719$14,930iApproximate average salary by contribution assumption: employee only about $373,244 at 4% or $248,829 at 6%; with 50% employer match about $248,829 at 4% or $165,886 at 6%; with 100% employer match about $186,622 at 4% or $124,415 at 6%.
201724$874,287$204,208$51,052iApproximate average salary by contribution assumption: employee only about $1,276,300 at 4% or $850,867 at 6%; with 50% employer match about $850,867 at 4% or $567,244 at 6%; with 100% employer match about $638,150 at 4% or $425,433 at 6%.
Christine Paulen Inc. Cash Balance Plan-4$820,018$149,939$37,485iApproximate average salary by contribution assumption: employee only about $937,119 at 4% or $624,746 at 6%; with 50% employer match about $624,746 at 4% or $416,497 at 6%; with 100% employer match about $468,559 at 4% or $312,373 at 6%.
Christine Paulen Inc. 401(K) Profit Sharing Plan-4$54,269$54,269$13,567iApproximate average salary by contribution assumption: employee only about $339,181 at 4% or $226,121 at 6%; with 50% employer match about $226,121 at 4% or $150,747 at 6%; with 100% employer match about $169,591 at 4% or $113,060 at 6%.
201613$604,881$251,599$83,866iApproximate average salary by contribution assumption: employee only about $2,096,658 at 4% or $1,397,772 at 6%; with 50% employer match about $1,397,772 at 4% or $931,848 at 6%; with 100% employer match about $1,048,329 at 4% or $698,886 at 6%.
Christine Paulen Inc. Cash Balance Plan-3$604,881$251,599$83,866iApproximate average salary by contribution assumption: employee only about $2,096,658 at 4% or $1,397,772 at 6%; with 50% employer match about $1,397,772 at 4% or $931,848 at 6%; with 100% employer match about $1,048,329 at 4% or $698,886 at 6%.
201513$350,600$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Christine Paulen Inc. Cash Balance Plan-3$350,600$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.