Civic Intelligence

Banes Associates Inc.

Plan context: Banes Associates Inc. 401(K) Profit Sharing Plan

EIN 33-0045712 • San Clemente, CA • 28 filings • 2 plans

2340 S. El Camino Real, Suite 4San Clemente, CA 92672-3257
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,306,130

2024 Contributions

$181,750

Historical Graphs

Total Assets Over Time

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

$5,389,629$2,694,815$0200520152024YearValue
$1,306,130Latest year 2024

Participants Over Time

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

420200520152024YearValue
4Latest 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
202414$1,306,130$181,750$45,438iApproximate average salary by contribution assumption: employee only about $1,135,938 at 4% or $757,292 at 6%; with 50% employer match about $757,292 at 4% or $504,861 at 6%; with 100% employer match about $567,969 at 4% or $378,646 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$1,306,130$181,750$45,438iApproximate average salary by contribution assumption: employee only about $1,135,938 at 4% or $757,292 at 6%; with 50% employer match about $757,292 at 4% or $504,861 at 6%; with 100% employer match about $567,969 at 4% or $378,646 at 6%.
202314$1,047,292$165,567$41,392iApproximate average salary by contribution assumption: employee only about $1,034,794 at 4% or $689,863 at 6%; with 50% employer match about $689,863 at 4% or $459,908 at 6%; with 100% employer match about $517,397 at 4% or $344,931 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$1,047,292$165,567$41,392iApproximate average salary by contribution assumption: employee only about $1,034,794 at 4% or $689,863 at 6%; with 50% employer match about $689,863 at 4% or $459,908 at 6%; with 100% employer match about $517,397 at 4% or $344,931 at 6%.
202214$787,822$165,348$41,337iApproximate average salary by contribution assumption: employee only about $1,033,425 at 4% or $688,950 at 6%; with 50% employer match about $688,950 at 4% or $459,300 at 6%; with 100% employer match about $516,713 at 4% or $344,475 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$787,822$165,348$41,337iApproximate average salary by contribution assumption: employee only about $1,033,425 at 4% or $688,950 at 6%; with 50% employer match about $688,950 at 4% or $459,300 at 6%; with 100% employer match about $516,713 at 4% or $344,475 at 6%.
202114$1,657,457$126,903$31,726iApproximate average salary by contribution assumption: employee only about $793,144 at 4% or $528,763 at 6%; with 50% employer match about $528,763 at 4% or $352,508 at 6%; with 100% employer match about $396,572 at 4% or $264,381 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$1,657,457$126,903$31,726iApproximate average salary by contribution assumption: employee only about $793,144 at 4% or $528,763 at 6%; with 50% employer match about $528,763 at 4% or $352,508 at 6%; with 100% employer match about $396,572 at 4% or $264,381 at 6%.
202014$1,403,794$143,255$35,814iApproximate average salary by contribution assumption: employee only about $895,344 at 4% or $596,896 at 6%; with 50% employer match about $596,896 at 4% or $397,931 at 6%; with 100% employer match about $447,672 at 4% or $298,448 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$1,403,794$143,255$35,814iApproximate average salary by contribution assumption: employee only about $895,344 at 4% or $596,896 at 6%; with 50% employer match about $596,896 at 4% or $397,931 at 6%; with 100% employer match about $447,672 at 4% or $298,448 at 6%.
201914$1,125,918$138,556$34,639iApproximate average salary by contribution assumption: employee only about $865,975 at 4% or $577,317 at 6%; with 50% employer match about $577,317 at 4% or $384,878 at 6%; with 100% employer match about $432,988 at 4% or $288,658 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$1,125,918$138,556$34,639iApproximate average salary by contribution assumption: employee only about $865,975 at 4% or $577,317 at 6%; with 50% employer match about $577,317 at 4% or $384,878 at 6%; with 100% employer match about $432,988 at 4% or $288,658 at 6%.
201824$829,497$166,660$41,665iApproximate average salary by contribution assumption: employee only about $1,041,625 at 4% or $694,417 at 6%; with 50% employer match about $694,417 at 4% or $462,944 at 6%; with 100% employer match about $520,813 at 4% or $347,208 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$829,497$166,660$41,665iApproximate average salary by contribution assumption: employee only about $1,041,625 at 4% or $694,417 at 6%; with 50% employer match about $694,417 at 4% or $462,944 at 6%; with 100% employer match about $520,813 at 4% or $347,208 at 6%.
Banes Associates Defined Benefit Pension Plan-0---
201724$5,389,629$177,415$44,354iApproximate average salary by contribution assumption: employee only about $1,108,844 at 4% or $739,229 at 6%; with 50% employer match about $739,229 at 4% or $492,819 at 6%; with 100% employer match about $554,422 at 4% or $369,615 at 6%.
Banes Associates Defined Benefit Pension Plan-4$4,680,550--
Banes Associates Inc. 401(K) Profit Sharing Plan-4$709,079$177,415$44,354iApproximate average salary by contribution assumption: employee only about $1,108,844 at 4% or $739,229 at 6%; with 50% employer match about $739,229 at 4% or $492,819 at 6%; with 100% employer match about $554,422 at 4% or $369,615 at 6%.
201624$4,721,721$123,072$30,768iApproximate average salary by contribution assumption: employee only about $769,200 at 4% or $512,800 at 6%; with 50% employer match about $512,800 at 4% or $341,867 at 6%; with 100% employer match about $384,600 at 4% or $256,400 at 6%.
Banes Associates Defined Benefit Pension Plan-3$4,271,786--
Banes Associates Inc. 401(K) Profit Sharing Plan-4$449,935$123,072$30,768iApproximate average salary by contribution assumption: employee only about $769,200 at 4% or $512,800 at 6%; with 50% employer match about $512,800 at 4% or $341,867 at 6%; with 100% employer match about $384,600 at 4% or $256,400 at 6%.
201524$4,502,046$426,925$106,731iApproximate average salary by contribution assumption: employee only about $2,668,281 at 4% or $1,778,854 at 6%; with 50% employer match about $1,778,854 at 4% or $1,185,903 at 6%; with 100% employer match about $1,334,141 at 4% or $889,427 at 6%.
Banes Associates Defined Benefit Pension Plan-3$4,189,649$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$312,397$76,925$19,231iApproximate average salary by contribution assumption: employee only about $480,781 at 4% or $320,521 at 6%; with 50% employer match about $320,521 at 4% or $213,681 at 6%; with 100% employer match about $240,391 at 4% or $160,260 at 6%.
201424$4,200,447$409,524$102,381iApproximate average salary by contribution assumption: employee only about $2,559,525 at 4% or $1,706,350 at 6%; with 50% employer match about $1,706,350 at 4% or $1,137,567 at 6%; with 100% employer match about $1,279,763 at 4% or $853,175 at 6%.
Banes Associates Defined Benefit Pension Plan-3$3,962,960$356,000$118,667iApproximate average salary by contribution assumption: employee only about $2,966,667 at 4% or $1,977,778 at 6%; with 50% employer match about $1,977,778 at 4% or $1,318,519 at 6%; with 100% employer match about $1,483,333 at 4% or $988,889 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$237,487$53,524$13,381iApproximate average salary by contribution assumption: employee only about $334,525 at 4% or $223,017 at 6%; with 50% employer match about $223,017 at 4% or $148,678 at 6%; with 100% employer match about $167,263 at 4% or $111,508 at 6%.
201324$3,732,820$853,577$213,394iApproximate average salary by contribution assumption: employee only about $5,334,856 at 4% or $3,556,571 at 6%; with 50% employer match about $3,556,571 at 4% or $2,371,047 at 6%; with 100% employer match about $2,667,428 at 4% or $1,778,285 at 6%.
Banes Associates Defined Benefit Pension Plan-3$3,550,260$800,000$266,667iApproximate average salary by contribution assumption: employee only about $6,666,667 at 4% or $4,444,444 at 6%; with 50% employer match about $4,444,444 at 4% or $2,962,963 at 6%; with 100% employer match about $3,333,333 at 4% or $2,222,222 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$182,560$53,577$13,394iApproximate average salary by contribution assumption: employee only about $334,856 at 4% or $223,238 at 6%; with 50% employer match about $223,238 at 4% or $148,825 at 6%; with 100% employer match about $167,428 at 4% or $111,619 at 6%.
201224$2,493,925$470,211$117,553iApproximate average salary by contribution assumption: employee only about $2,938,819 at 4% or $1,959,213 at 6%; with 50% employer match about $1,959,213 at 4% or $1,306,142 at 6%; with 100% employer match about $1,469,409 at 4% or $979,606 at 6%.
Banes Associates Defined Benefit Pension Plan-3$2,382,137$415,000$138,333iApproximate average salary by contribution assumption: employee only about $3,458,333 at 4% or $2,305,556 at 6%; with 50% employer match about $2,305,556 at 4% or $1,537,037 at 6%; with 100% employer match about $1,729,167 at 4% or $1,152,778 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$111,788$55,211$13,803iApproximate average salary by contribution assumption: employee only about $345,069 at 4% or $230,046 at 6%; with 50% employer match about $230,046 at 4% or $153,364 at 6%; with 100% employer match about $172,534 at 4% or $115,023 at 6%.
201124$2,177,824$359,880$89,970iApproximate average salary by contribution assumption: employee only about $2,249,250 at 4% or $1,499,500 at 6%; with 50% employer match about $1,499,500 at 4% or $999,667 at 6%; with 100% employer match about $1,124,625 at 4% or $749,750 at 6%.
Banes Associates Defined Benefit Pension Plan-2$2,128,542$310,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
Banes Associates Inc. 401(K) Profit Sharing Plan-4$49,282$49,880$12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%.
201013$1,916,282$347,518$115,839iApproximate average salary by contribution assumption: employee only about $2,895,983 at 4% or $1,930,656 at 6%; with 50% employer match about $1,930,656 at 4% or $1,287,104 at 6%; with 100% employer match about $1,447,992 at 4% or $965,328 at 6%.
Banes Associates Defined Benefit Pension Plan-3$1,916,282$347,518$115,839iApproximate average salary by contribution assumption: employee only about $2,895,983 at 4% or $1,930,656 at 6%; with 50% employer match about $1,930,656 at 4% or $1,287,104 at 6%; with 100% employer match about $1,447,992 at 4% or $965,328 at 6%.
200913$1,370,926$600,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Banes Associates Defined Benefit Pension Plan-3$1,370,926$600,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
200813$726,942$318,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
Banes Associates Defined Benefit Pension Plan-3$726,942$318,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
200713$675,255$278,649$92,883iApproximate average salary by contribution assumption: employee only about $2,322,075 at 4% or $1,548,050 at 6%; with 50% employer match about $1,548,050 at 4% or $1,032,033 at 6%; with 100% employer match about $1,161,038 at 4% or $774,025 at 6%.
Banes Associates Defined Benefit Pension Plan-3$675,255$278,649$92,883iApproximate average salary by contribution assumption: employee only about $2,322,075 at 4% or $1,548,050 at 6%; with 50% employer match about $1,548,050 at 4% or $1,032,033 at 6%; with 100% employer match about $1,161,038 at 4% or $774,025 at 6%.
200613$373,808$184,357$61,452iApproximate average salary by contribution assumption: employee only about $1,536,308 at 4% or $1,024,206 at 6%; with 50% employer match about $1,024,206 at 4% or $682,804 at 6%; with 100% employer match about $768,154 at 4% or $512,103 at 6%.
Banes Associates Defined Benefit Pension Plan-3$373,808$184,357$61,452iApproximate average salary by contribution assumption: employee only about $1,536,308 at 4% or $1,024,206 at 6%; with 50% employer match about $1,024,206 at 4% or $682,804 at 6%; with 100% employer match about $768,154 at 4% or $512,103 at 6%.
200512$170,028$170,030$85,015iApproximate average salary by contribution assumption: employee only about $2,125,375 at 4% or $1,416,917 at 6%; with 50% employer match about $1,416,917 at 4% or $944,611 at 6%; with 100% employer match about $1,062,688 at 4% or $708,458 at 6%.
Banes Associates Defined Benefit Pension Plan-2$170,028$170,030$85,015iApproximate average salary by contribution assumption: employee only about $2,125,375 at 4% or $1,416,917 at 6%; with 50% employer match about $1,416,917 at 4% or $944,611 at 6%; with 100% employer match about $1,062,688 at 4% or $708,458 at 6%.