Civic Intelligence

Shanner & Associates

Plan context: Shanner & Associates 401(K) Plan

EIN 26-1742992 • LA Mesa, CA • 11 filings • 1 plans

7777 Alvarado Road, Ste. 307LA Mesa, CA 91942
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$558,796

2020 Contributions

$112,680

Historical Graphs

Total Assets Over Time

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

$602,990$301,495$0201020152020YearValue
$558,796Latest year 2020

Participants Over Time

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

320201020152020YearValue
2Latest year 2020

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
202012$558,796$112,680$56,340iApproximate average salary by contribution assumption: employee only about $1,408,500 at 4% or $939,000 at 6%; with 50% employer match about $939,000 at 4% or $626,000 at 6%; with 100% employer match about $704,250 at 4% or $469,500 at 6%.
Shanner & Associates 401(K) Plan-2$558,796$112,680$56,340iApproximate average salary by contribution assumption: employee only about $1,408,500 at 4% or $939,000 at 6%; with 50% employer match about $939,000 at 4% or $626,000 at 6%; with 100% employer match about $704,250 at 4% or $469,500 at 6%.
201912$602,990$43,750$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
Shanner & Associates 401(K) Plan-2$602,990$43,750$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
201812$441,323$34,790$17,395iApproximate average salary by contribution assumption: employee only about $434,875 at 4% or $289,917 at 6%; with 50% employer match about $289,917 at 4% or $193,278 at 6%; with 100% employer match about $217,438 at 4% or $144,958 at 6%.
Shanner & Associates 401(K) Plan-2$441,323$34,790$17,395iApproximate average salary by contribution assumption: employee only about $434,875 at 4% or $289,917 at 6%; with 50% employer match about $289,917 at 4% or $193,278 at 6%; with 100% employer match about $217,438 at 4% or $144,958 at 6%.
201712$459,054$40,325$20,163iApproximate average salary by contribution assumption: employee only about $504,063 at 4% or $336,042 at 6%; with 50% employer match about $336,042 at 4% or $224,028 at 6%; with 100% employer match about $252,031 at 4% or $168,021 at 6%.
Shanner & Associates 401(K) Plan-2$459,054$40,325$20,163iApproximate average salary by contribution assumption: employee only about $504,063 at 4% or $336,042 at 6%; with 50% employer match about $336,042 at 4% or $224,028 at 6%; with 100% employer match about $252,031 at 4% or $168,021 at 6%.
201612$350,314$40,272$20,136iApproximate average salary by contribution assumption: employee only about $503,400 at 4% or $335,600 at 6%; with 50% employer match about $335,600 at 4% or $223,733 at 6%; with 100% employer match about $251,700 at 4% or $167,800 at 6%.
Shanner & Associates 401(K) Plan-2$350,314$40,272$20,136iApproximate average salary by contribution assumption: employee only about $503,400 at 4% or $335,600 at 6%; with 50% employer match about $335,600 at 4% or $223,733 at 6%; with 100% employer match about $251,700 at 4% or $167,800 at 6%.
201512$268,536$31,889$15,945iApproximate average salary by contribution assumption: employee only about $398,613 at 4% or $265,742 at 6%; with 50% employer match about $265,742 at 4% or $177,161 at 6%; with 100% employer match about $199,306 at 4% or $132,871 at 6%.
Shanner & Associates 401(K) Plan-2$268,536$31,889$15,945iApproximate average salary by contribution assumption: employee only about $398,613 at 4% or $265,742 at 6%; with 50% employer match about $265,742 at 4% or $177,161 at 6%; with 100% employer match about $199,306 at 4% or $132,871 at 6%.
201412$246,661$32,585$16,293iApproximate average salary by contribution assumption: employee only about $407,313 at 4% or $271,542 at 6%; with 50% employer match about $271,542 at 4% or $181,028 at 6%; with 100% employer match about $203,656 at 4% or $135,771 at 6%.
Shanner & Associates 401(K) Plan-2$246,661$32,585$16,293iApproximate average salary by contribution assumption: employee only about $407,313 at 4% or $271,542 at 6%; with 50% employer match about $271,542 at 4% or $181,028 at 6%; with 100% employer match about $203,656 at 4% or $135,771 at 6%.
201313$199,969$33,860$11,287iApproximate average salary by contribution assumption: employee only about $282,167 at 4% or $188,111 at 6%; with 50% employer match about $188,111 at 4% or $125,407 at 6%; with 100% employer match about $141,083 at 4% or $94,056 at 6%.
Shanner & Associates 401(K) Plan-3$199,969$33,860$11,287iApproximate average salary by contribution assumption: employee only about $282,167 at 4% or $188,111 at 6%; with 50% employer match about $188,111 at 4% or $125,407 at 6%; with 100% employer match about $141,083 at 4% or $94,056 at 6%.
201212$124,316$39,853$19,927iApproximate average salary by contribution assumption: employee only about $498,163 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,406 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%.
Shanner & Associates 401(K) Plan-2$124,316$39,853$19,927iApproximate average salary by contribution assumption: employee only about $498,163 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,406 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%.
201113$73,703$38,166$12,722iApproximate average salary by contribution assumption: employee only about $318,050 at 4% or $212,033 at 6%; with 50% employer match about $212,033 at 4% or $141,356 at 6%; with 100% employer match about $159,025 at 4% or $106,017 at 6%.
Shanner & Associates 401(K) Plan-3$73,703$38,166$12,722iApproximate average salary by contribution assumption: employee only about $318,050 at 4% or $212,033 at 6%; with 50% employer match about $212,033 at 4% or $141,356 at 6%; with 100% employer match about $159,025 at 4% or $106,017 at 6%.
201012$36,172$31,420$15,710iApproximate average salary by contribution assumption: employee only about $392,750 at 4% or $261,833 at 6%; with 50% employer match about $261,833 at 4% or $174,556 at 6%; with 100% employer match about $196,375 at 4% or $130,917 at 6%.
Shanner & Associates 401(K) Plan-2$36,172$31,420$15,710iApproximate average salary by contribution assumption: employee only about $392,750 at 4% or $261,833 at 6%; with 50% employer match about $261,833 at 4% or $174,556 at 6%; with 100% employer match about $196,375 at 4% or $130,917 at 6%.