Civic Intelligence

Charles Abbott Associates Inc.

Plan context: Charles Abbott Associates Inc. 401K Stock Ownership Plan

EIN 33-0053899 • Mission Viejo, CA • 38 filings • 5 plans

27401 Los AltosSuite 220Mission Viejo, CA 92691
Current Snapshot

Latest Year

2024

2024 Participants

222

2024 Assets

$25,796,708

2024 Contributions

$2,011,725

Historical Graphs

Total Assets Over Time

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

$26,761,258$13,380,629$0199920122024YearValue
$25,796,708Latest year 2024

Participants Over Time

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

2221110199920122024YearValue
222Latest 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
20242222$25,796,708$2,011,725$9,062iApproximate average salary by contribution assumption: employee only about $226,546 at 4% or $151,030 at 6%; with 50% employer match about $151,030 at 4% or $100,687 at 6%; with 100% employer match about $113,273 at 4% or $75,515 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-222$25,796,708$2,011,725$9,062iApproximate average salary by contribution assumption: employee only about $226,546 at 4% or $151,030 at 6%; with 50% employer match about $151,030 at 4% or $100,687 at 6%; with 100% employer match about $113,273 at 4% or $75,515 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-176---
20232220$24,236,536$1,930,269$8,774iApproximate average salary by contribution assumption: employee only about $219,349 at 4% or $146,233 at 6%; with 50% employer match about $146,233 at 4% or $97,488 at 6%; with 100% employer match about $109,674 at 4% or $73,116 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-220$24,236,536$1,930,269$8,774iApproximate average salary by contribution assumption: employee only about $219,349 at 4% or $146,233 at 6%; with 50% employer match about $146,233 at 4% or $97,488 at 6%; with 100% employer match about $109,674 at 4% or $73,116 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-196---
20222216$22,116,467$1,813,760$8,397iApproximate average salary by contribution assumption: employee only about $209,926 at 4% or $139,951 at 6%; with 50% employer match about $139,951 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-216$22,116,467$1,813,760$8,397iApproximate average salary by contribution assumption: employee only about $209,926 at 4% or $139,951 at 6%; with 50% employer match about $139,951 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-194---
20212209$26,761,258$1,332,914$6,378iApproximate average salary by contribution assumption: employee only about $159,439 at 4% or $106,293 at 6%; with 50% employer match about $106,293 at 4% or $70,862 at 6%; with 100% employer match about $79,720 at 4% or $53,146 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-209$26,761,258$1,332,914$6,378iApproximate average salary by contribution assumption: employee only about $159,439 at 4% or $106,293 at 6%; with 50% employer match about $106,293 at 4% or $70,862 at 6%; with 100% employer match about $79,720 at 4% or $53,146 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-188---
20202201$24,564,404$1,782,571$8,869iApproximate average salary by contribution assumption: employee only about $221,713 at 4% or $147,809 at 6%; with 50% employer match about $147,809 at 4% or $98,539 at 6%; with 100% employer match about $110,856 at 4% or $73,904 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-201$24,564,404$1,782,571$8,869iApproximate average salary by contribution assumption: employee only about $221,713 at 4% or $147,809 at 6%; with 50% employer match about $147,809 at 4% or $98,539 at 6%; with 100% employer match about $110,856 at 4% or $73,904 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-170---
20192204$21,677,302$1,417,715$6,950iApproximate average salary by contribution assumption: employee only about $173,740 at 4% or $115,826 at 6%; with 50% employer match about $115,826 at 4% or $77,218 at 6%; with 100% employer match about $86,870 at 4% or $57,913 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-204$21,677,302$1,417,715$6,950iApproximate average salary by contribution assumption: employee only about $173,740 at 4% or $115,826 at 6%; with 50% employer match about $115,826 at 4% or $77,218 at 6%; with 100% employer match about $86,870 at 4% or $57,913 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-166---
20182194$17,992,609$1,446,781$7,458iApproximate average salary by contribution assumption: employee only about $186,441 at 4% or $124,294 at 6%; with 50% employer match about $124,294 at 4% or $82,863 at 6%; with 100% employer match about $93,220 at 4% or $62,147 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-194$17,992,609$1,446,781$7,458iApproximate average salary by contribution assumption: employee only about $186,441 at 4% or $124,294 at 6%; with 50% employer match about $124,294 at 4% or $82,863 at 6%; with 100% employer match about $93,220 at 4% or $62,147 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-169---
20172191$18,031,281$1,393,188$7,294iApproximate average salary by contribution assumption: employee only about $182,354 at 4% or $121,570 at 6%; with 50% employer match about $121,570 at 4% or $81,046 at 6%; with 100% employer match about $91,177 at 4% or $60,785 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-191$18,031,281$1,393,188$7,294iApproximate average salary by contribution assumption: employee only about $182,354 at 4% or $121,570 at 6%; with 50% employer match about $121,570 at 4% or $81,046 at 6%; with 100% employer match about $91,177 at 4% or $60,785 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-160---
20162182$14,635,942$1,758,092$9,660iApproximate average salary by contribution assumption: employee only about $241,496 at 4% or $160,997 at 6%; with 50% employer match about $160,997 at 4% or $107,332 at 6%; with 100% employer match about $120,748 at 4% or $80,499 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-182$14,635,942$1,758,092$9,660iApproximate average salary by contribution assumption: employee only about $241,496 at 4% or $160,997 at 6%; with 50% employer match about $160,997 at 4% or $107,332 at 6%; with 100% employer match about $120,748 at 4% or $80,499 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-166---
20152161$12,740,532$1,117,233$6,939iApproximate average salary by contribution assumption: employee only about $173,483 at 4% or $115,656 at 6%; with 50% employer match about $115,656 at 4% or $77,104 at 6%; with 100% employer match about $86,742 at 4% or $57,828 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-161$12,740,532$1,117,233$6,939iApproximate average salary by contribution assumption: employee only about $173,483 at 4% or $115,656 at 6%; with 50% employer match about $115,656 at 4% or $77,104 at 6%; with 100% employer match about $86,742 at 4% or $57,828 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-147---
20142138$12,445,632$801,206$5,806iApproximate average salary by contribution assumption: employee only about $145,146 at 4% or $96,764 at 6%; with 50% employer match about $96,764 at 4% or $64,509 at 6%; with 100% employer match about $72,573 at 4% or $48,382 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-138$12,445,632$801,206$5,806iApproximate average salary by contribution assumption: employee only about $145,146 at 4% or $96,764 at 6%; with 50% employer match about $96,764 at 4% or $64,509 at 6%; with 100% employer match about $72,573 at 4% or $48,382 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-135---
20131107$11,673,704$657,231$6,142iApproximate average salary by contribution assumption: employee only about $153,559 at 4% or $102,372 at 6%; with 50% employer match about $102,372 at 4% or $68,248 at 6%; with 100% employer match about $76,779 at 4% or $51,186 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-107$11,673,704$657,231$6,142iApproximate average salary by contribution assumption: employee only about $153,559 at 4% or $102,372 at 6%; with 50% employer match about $102,372 at 4% or $68,248 at 6%; with 100% employer match about $76,779 at 4% or $51,186 at 6%.
20121101$9,827,399$725,153$7,180iApproximate average salary by contribution assumption: employee only about $179,493 at 4% or $119,662 at 6%; with 50% employer match about $119,662 at 4% or $79,775 at 6%; with 100% employer match about $89,747 at 4% or $59,831 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-101$9,827,399$725,153$7,180iApproximate average salary by contribution assumption: employee only about $179,493 at 4% or $119,662 at 6%; with 50% employer match about $119,662 at 4% or $79,775 at 6%; with 100% employer match about $89,747 at 4% or $59,831 at 6%.
20111100$8,766,158$458,174$4,582iApproximate average salary by contribution assumption: employee only about $114,543 at 4% or $76,362 at 6%; with 50% employer match about $76,362 at 4% or $50,908 at 6%; with 100% employer match about $57,272 at 4% or $38,181 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-100$8,766,158$458,174$4,582iApproximate average salary by contribution assumption: employee only about $114,543 at 4% or $76,362 at 6%; with 50% employer match about $76,362 at 4% or $50,908 at 6%; with 100% employer match about $57,272 at 4% or $38,181 at 6%.
2010299$8,989,807$529,802$5,352iApproximate average salary by contribution assumption: employee only about $133,788 at 4% or $89,192 at 6%; with 50% employer match about $89,192 at 4% or $59,462 at 6%; with 100% employer match about $66,894 at 4% or $44,596 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-99$8,989,807$529,802$5,352iApproximate average salary by contribution assumption: employee only about $133,788 at 4% or $89,192 at 6%; with 50% employer match about $89,192 at 4% or $59,462 at 6%; with 100% employer match about $66,894 at 4% or $44,596 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-93---
20092120$7,792,070$800,669$6,672iApproximate average salary by contribution assumption: employee only about $166,806 at 4% or $111,204 at 6%; with 50% employer match about $111,204 at 4% or $74,136 at 6%; with 100% employer match about $83,403 at 4% or $55,602 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-120$7,792,070$800,669$6,672iApproximate average salary by contribution assumption: employee only about $166,806 at 4% or $111,204 at 6%; with 50% employer match about $111,204 at 4% or $74,136 at 6%; with 100% employer match about $83,403 at 4% or $55,602 at 6%.
Charles Abbott Associates Inc. Welfare Benefits Plan-100---
20081136$5,999,501$1,005,640$7,394iApproximate average salary by contribution assumption: employee only about $184,860 at 4% or $123,240 at 6%; with 50% employer match about $123,240 at 4% or $82,160 at 6%; with 100% employer match about $92,430 at 4% or $61,620 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-136$5,999,501$1,005,640$7,394iApproximate average salary by contribution assumption: employee only about $184,860 at 4% or $123,240 at 6%; with 50% employer match about $123,240 at 4% or $82,160 at 6%; with 100% employer match about $92,430 at 4% or $61,620 at 6%.
20071141$8,079,935$1,039,255$7,371iApproximate average salary by contribution assumption: employee only about $184,265 at 4% or $122,843 at 6%; with 50% employer match about $122,843 at 4% or $81,896 at 6%; with 100% employer match about $92,133 at 4% or $61,422 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-141$8,079,935$1,039,255$7,371iApproximate average salary by contribution assumption: employee only about $184,265 at 4% or $122,843 at 6%; with 50% employer match about $122,843 at 4% or $81,896 at 6%; with 100% employer match about $92,133 at 4% or $61,422 at 6%.
20061166$7,235,649$973,355$5,864iApproximate average salary by contribution assumption: employee only about $146,590 at 4% or $97,726 at 6%; with 50% employer match about $97,726 at 4% or $65,151 at 6%; with 100% employer match about $73,295 at 4% or $48,863 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-166$7,235,649$973,355$5,864iApproximate average salary by contribution assumption: employee only about $146,590 at 4% or $97,726 at 6%; with 50% employer match about $97,726 at 4% or $65,151 at 6%; with 100% employer match about $73,295 at 4% or $48,863 at 6%.
20051155$5,609,364$788,187$5,085iApproximate average salary by contribution assumption: employee only about $127,127 at 4% or $84,751 at 6%; with 50% employer match about $84,751 at 4% or $56,501 at 6%; with 100% employer match about $63,563 at 4% or $42,376 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-155$5,609,364$788,187$5,085iApproximate average salary by contribution assumption: employee only about $127,127 at 4% or $84,751 at 6%; with 50% employer match about $84,751 at 4% or $56,501 at 6%; with 100% employer match about $63,563 at 4% or $42,376 at 6%.
20041138$5,282,581$638,256$4,625iApproximate average salary by contribution assumption: employee only about $115,626 at 4% or $77,084 at 6%; with 50% employer match about $77,084 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-138$5,282,581$638,256$4,625iApproximate average salary by contribution assumption: employee only about $115,626 at 4% or $77,084 at 6%; with 50% employer match about $77,084 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%.
20031122$4,403,914$627,277$5,142iApproximate average salary by contribution assumption: employee only about $128,540 at 4% or $85,694 at 6%; with 50% employer match about $85,694 at 4% or $57,129 at 6%; with 100% employer match about $64,270 at 4% or $42,847 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-122$4,403,914$627,277$5,142iApproximate average salary by contribution assumption: employee only about $128,540 at 4% or $85,694 at 6%; with 50% employer match about $85,694 at 4% or $57,129 at 6%; with 100% employer match about $64,270 at 4% or $42,847 at 6%.
20021113$3,687,565$565,887$5,008iApproximate average salary by contribution assumption: employee only about $125,196 at 4% or $83,464 at 6%; with 50% employer match about $83,464 at 4% or $55,643 at 6%; with 100% employer match about $62,598 at 4% or $41,732 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-113$3,687,565$565,887$5,008iApproximate average salary by contribution assumption: employee only about $125,196 at 4% or $83,464 at 6%; with 50% employer match about $83,464 at 4% or $55,643 at 6%; with 100% employer match about $62,598 at 4% or $41,732 at 6%.
2000184$3,911,172$144,625$1,722iApproximate average salary by contribution assumption: employee only about $43,043 at 4% or $28,695 at 6%; with 50% employer match about $28,695 at 4% or $19,130 at 6%; with 100% employer match about $21,522 at 4% or $14,348 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-84$3,911,172$144,625$1,722iApproximate average salary by contribution assumption: employee only about $43,043 at 4% or $28,695 at 6%; with 50% employer match about $28,695 at 4% or $19,130 at 6%; with 100% employer match about $21,522 at 4% or $14,348 at 6%.
1999162$4,239,901$279,104$4,502iApproximate average salary by contribution assumption: employee only about $112,542 at 4% or $75,028 at 6%; with 50% employer match about $75,028 at 4% or $50,019 at 6%; with 100% employer match about $56,271 at 4% or $37,514 at 6%.
Charles Abbott Associates Inc. 401K Stock Ownership Plan-62$4,239,901$279,104$4,502iApproximate average salary by contribution assumption: employee only about $112,542 at 4% or $75,028 at 6%; with 50% employer match about $75,028 at 4% or $50,019 at 6%; with 100% employer match about $56,271 at 4% or $37,514 at 6%.