Civic Intelligence

ANTHONY AND ASSOCIATES

Plan context: 401K Profit Sharing Plan and Trust of Anthony & Associates

EIN 33-0146112 • Brea, CA • 26 filings • 4 plans

3070 Saturn St Ste 100Brea, CA 92821-6294
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$5,894,964

2024 Contributions

$290,406

Historical Graphs

Total Assets Over Time

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

$5,894,964$2,947,482$0199920122024YearValue
$5,894,964Latest year 2024

Participants Over Time

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

23120199920122024YearValue
20Latest 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
2024120$5,894,964$290,406$14,520iApproximate average salary by contribution assumption: employee only about $363,008 at 4% or $242,005 at 6%; with 50% employer match about $242,005 at 4% or $161,337 at 6%; with 100% employer match about $181,504 at 4% or $121,003 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$5,894,964$290,406$14,520iApproximate average salary by contribution assumption: employee only about $363,008 at 4% or $242,005 at 6%; with 50% employer match about $242,005 at 4% or $161,337 at 6%; with 100% employer match about $181,504 at 4% or $121,003 at 6%.
2023120$5,129,834$292,848$14,642iApproximate average salary by contribution assumption: employee only about $366,060 at 4% or $244,040 at 6%; with 50% employer match about $244,040 at 4% or $162,693 at 6%; with 100% employer match about $183,030 at 4% or $122,020 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$5,129,834$292,848$14,642iApproximate average salary by contribution assumption: employee only about $366,060 at 4% or $244,040 at 6%; with 50% employer match about $244,040 at 4% or $162,693 at 6%; with 100% employer match about $183,030 at 4% or $122,020 at 6%.
2022120$4,229,356$236,998$11,850iApproximate average salary by contribution assumption: employee only about $296,248 at 4% or $197,498 at 6%; with 50% employer match about $197,498 at 4% or $131,666 at 6%; with 100% employer match about $148,124 at 4% or $98,749 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$4,229,356$236,998$11,850iApproximate average salary by contribution assumption: employee only about $296,248 at 4% or $197,498 at 6%; with 50% employer match about $197,498 at 4% or $131,666 at 6%; with 100% employer match about $148,124 at 4% or $98,749 at 6%.
2021119$4,842,705$298,152$15,692iApproximate average salary by contribution assumption: employee only about $392,305 at 4% or $261,537 at 6%; with 50% employer match about $261,537 at 4% or $174,358 at 6%; with 100% employer match about $196,153 at 4% or $130,768 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$4,842,705$298,152$15,692iApproximate average salary by contribution assumption: employee only about $392,305 at 4% or $261,537 at 6%; with 50% employer match about $261,537 at 4% or $174,358 at 6%; with 100% employer match about $196,153 at 4% or $130,768 at 6%.
2020120$4,952,014$304,656$15,233iApproximate average salary by contribution assumption: employee only about $380,820 at 4% or $253,880 at 6%; with 50% employer match about $253,880 at 4% or $169,253 at 6%; with 100% employer match about $190,410 at 4% or $126,940 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$4,952,014$304,656$15,233iApproximate average salary by contribution assumption: employee only about $380,820 at 4% or $253,880 at 6%; with 50% employer match about $253,880 at 4% or $169,253 at 6%; with 100% employer match about $190,410 at 4% or $126,940 at 6%.
2019120$5,849,652$221,336$11,067iApproximate average salary by contribution assumption: employee only about $276,670 at 4% or $184,447 at 6%; with 50% employer match about $184,447 at 4% or $122,964 at 6%; with 100% employer match about $138,335 at 4% or $92,223 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$5,849,652$221,336$11,067iApproximate average salary by contribution assumption: employee only about $276,670 at 4% or $184,447 at 6%; with 50% employer match about $184,447 at 4% or $122,964 at 6%; with 100% employer match about $138,335 at 4% or $92,223 at 6%.
2018120$5,147,481$206,952$10,348iApproximate average salary by contribution assumption: employee only about $258,690 at 4% or $172,460 at 6%; with 50% employer match about $172,460 at 4% or $114,973 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$5,147,481$206,952$10,348iApproximate average salary by contribution assumption: employee only about $258,690 at 4% or $172,460 at 6%; with 50% employer match about $172,460 at 4% or $114,973 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%.
2017119$5,040,986$184,403$9,705iApproximate average salary by contribution assumption: employee only about $242,636 at 4% or $161,757 at 6%; with 50% employer match about $161,757 at 4% or $107,838 at 6%; with 100% employer match about $121,318 at 4% or $80,879 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$5,040,986$184,403$9,705iApproximate average salary by contribution assumption: employee only about $242,636 at 4% or $161,757 at 6%; with 50% employer match about $161,757 at 4% or $107,838 at 6%; with 100% employer match about $121,318 at 4% or $80,879 at 6%.
2016119$4,558,379$189,203$9,958iApproximate average salary by contribution assumption: employee only about $248,951 at 4% or $165,968 at 6%; with 50% employer match about $165,968 at 4% or $110,645 at 6%; with 100% employer match about $124,476 at 4% or $82,984 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$4,558,379$189,203$9,958iApproximate average salary by contribution assumption: employee only about $248,951 at 4% or $165,968 at 6%; with 50% employer match about $165,968 at 4% or $110,645 at 6%; with 100% employer match about $124,476 at 4% or $82,984 at 6%.
2015123$4,263,845$245,007$10,652iApproximate average salary by contribution assumption: employee only about $266,312 at 4% or $177,541 at 6%; with 50% employer match about $177,541 at 4% or $118,361 at 6%; with 100% employer match about $133,156 at 4% or $88,771 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-23$4,263,845$245,007$10,652iApproximate average salary by contribution assumption: employee only about $266,312 at 4% or $177,541 at 6%; with 50% employer match about $177,541 at 4% or $118,361 at 6%; with 100% employer match about $133,156 at 4% or $88,771 at 6%.
2014121$4,157,148$654,103$31,148iApproximate average salary by contribution assumption: employee only about $778,694 at 4% or $519,129 at 6%; with 50% employer match about $519,129 at 4% or $346,086 at 6%; with 100% employer match about $389,347 at 4% or $259,565 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-21$4,157,148$654,103$31,148iApproximate average salary by contribution assumption: employee only about $778,694 at 4% or $519,129 at 6%; with 50% employer match about $519,129 at 4% or $346,086 at 6%; with 100% employer match about $389,347 at 4% or $259,565 at 6%.
2013119$3,362,785$232,125$12,217iApproximate average salary by contribution assumption: employee only about $305,428 at 4% or $203,618 at 6%; with 50% employer match about $203,618 at 4% or $135,746 at 6%; with 100% employer match about $152,714 at 4% or $101,809 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$3,362,785$232,125$12,217iApproximate average salary by contribution assumption: employee only about $305,428 at 4% or $203,618 at 6%; with 50% employer match about $203,618 at 4% or $135,746 at 6%; with 100% employer match about $152,714 at 4% or $101,809 at 6%.
2012118$2,973,323$216,301$12,017iApproximate average salary by contribution assumption: employee only about $300,418 at 4% or $200,279 at 6%; with 50% employer match about $200,279 at 4% or $133,519 at 6%; with 100% employer match about $150,209 at 4% or $100,139 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-18$2,973,323$216,301$12,017iApproximate average salary by contribution assumption: employee only about $300,418 at 4% or $200,279 at 6%; with 50% employer match about $200,279 at 4% or $133,519 at 6%; with 100% employer match about $150,209 at 4% or $100,139 at 6%.
2011119$2,673,892$211,356$11,124iApproximate average salary by contribution assumption: employee only about $278,100 at 4% or $185,400 at 6%; with 50% employer match about $185,400 at 4% or $123,600 at 6%; with 100% employer match about $139,050 at 4% or $92,700 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$2,673,892$211,356$11,124iApproximate average salary by contribution assumption: employee only about $278,100 at 4% or $185,400 at 6%; with 50% employer match about $185,400 at 4% or $123,600 at 6%; with 100% employer match about $139,050 at 4% or $92,700 at 6%.
2010119$2,476,572$207,032$10,896iApproximate average salary by contribution assumption: employee only about $272,411 at 4% or $181,607 at 6%; with 50% employer match about $181,607 at 4% or $121,071 at 6%; with 100% employer match about $136,205 at 4% or $90,804 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$2,476,572$207,032$10,896iApproximate average salary by contribution assumption: employee only about $272,411 at 4% or $181,607 at 6%; with 50% employer match about $181,607 at 4% or $121,071 at 6%; with 100% employer match about $136,205 at 4% or $90,804 at 6%.
2009119$2,309,857$224,327$11,807iApproximate average salary by contribution assumption: employee only about $295,167 at 4% or $196,778 at 6%; with 50% employer match about $196,778 at 4% or $131,185 at 6%; with 100% employer match about $147,584 at 4% or $98,389 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-19$2,309,857$224,327$11,807iApproximate average salary by contribution assumption: employee only about $295,167 at 4% or $196,778 at 6%; with 50% employer match about $196,778 at 4% or $131,185 at 6%; with 100% employer match about $147,584 at 4% or $98,389 at 6%.
2008123$2,341,863$346,686$15,073iApproximate average salary by contribution assumption: employee only about $376,833 at 4% or $251,222 at 6%; with 50% employer match about $251,222 at 4% or $167,481 at 6%; with 100% employer match about $188,416 at 4% or $125,611 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-23$2,341,863$346,686$15,073iApproximate average salary by contribution assumption: employee only about $376,833 at 4% or $251,222 at 6%; with 50% employer match about $251,222 at 4% or $167,481 at 6%; with 100% employer match about $188,416 at 4% or $125,611 at 6%.
2007121$2,523,697$352,414$16,782iApproximate average salary by contribution assumption: employee only about $419,540 at 4% or $279,694 at 6%; with 50% employer match about $279,694 at 4% or $186,462 at 6%; with 100% employer match about $209,770 at 4% or $139,847 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-21$2,523,697$352,414$16,782iApproximate average salary by contribution assumption: employee only about $419,540 at 4% or $279,694 at 6%; with 50% employer match about $279,694 at 4% or $186,462 at 6%; with 100% employer match about $209,770 at 4% or $139,847 at 6%.
2006120$2,168,667$311,667$15,583iApproximate average salary by contribution assumption: employee only about $389,584 at 4% or $259,723 at 6%; with 50% employer match about $259,723 at 4% or $173,148 at 6%; with 100% employer match about $194,792 at 4% or $129,861 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$2,168,667$311,667$15,583iApproximate average salary by contribution assumption: employee only about $389,584 at 4% or $259,723 at 6%; with 50% employer match about $259,723 at 4% or $173,148 at 6%; with 100% employer match about $194,792 at 4% or $129,861 at 6%.
2005118$1,843,631$308,678$17,149iApproximate average salary by contribution assumption: employee only about $428,719 at 4% or $285,813 at 6%; with 50% employer match about $285,813 at 4% or $190,542 at 6%; with 100% employer match about $214,360 at 4% or $142,906 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-18$1,843,631$308,678$17,149iApproximate average salary by contribution assumption: employee only about $428,719 at 4% or $285,813 at 6%; with 50% employer match about $285,813 at 4% or $190,542 at 6%; with 100% employer match about $214,360 at 4% or $142,906 at 6%.
2004116$1,397,658$237,489$14,843iApproximate average salary by contribution assumption: employee only about $371,077 at 4% or $247,384 at 6%; with 50% employer match about $247,384 at 4% or $164,923 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-16$1,397,658$237,489$14,843iApproximate average salary by contribution assumption: employee only about $371,077 at 4% or $247,384 at 6%; with 50% employer match about $247,384 at 4% or $164,923 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%.
2003123$1,212,554$227,312$9,883iApproximate average salary by contribution assumption: employee only about $247,078 at 4% or $164,719 at 6%; with 50% employer match about $164,719 at 4% or $109,813 at 6%; with 100% employer match about $123,539 at 4% or $82,359 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-23$1,212,554$227,312$9,883iApproximate average salary by contribution assumption: employee only about $247,078 at 4% or $164,719 at 6%; with 50% employer match about $164,719 at 4% or $109,813 at 6%; with 100% employer match about $123,539 at 4% or $82,359 at 6%.
2002120$897,268$223,109$11,155iApproximate average salary by contribution assumption: employee only about $278,886 at 4% or $185,924 at 6%; with 50% employer match about $185,924 at 4% or $123,949 at 6%; with 100% employer match about $139,443 at 4% or $92,962 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-20$897,268$223,109$11,155iApproximate average salary by contribution assumption: employee only about $278,886 at 4% or $185,924 at 6%; with 50% employer match about $185,924 at 4% or $123,949 at 6%; with 100% employer match about $139,443 at 4% or $92,962 at 6%.
2001120$0$0-
401K Profit Sharing Plan and Trust of Anthony & Associates-20---
2000122$974,393$177,808$8,082iApproximate average salary by contribution assumption: employee only about $202,055 at 4% or $134,703 at 6%; with 50% employer match about $134,703 at 4% or $89,802 at 6%; with 100% employer match about $101,027 at 4% or $67,352 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-22$974,393$177,808$8,082iApproximate average salary by contribution assumption: employee only about $202,055 at 4% or $134,703 at 6%; with 50% employer match about $134,703 at 4% or $89,802 at 6%; with 100% employer match about $101,027 at 4% or $67,352 at 6%.
1999118$918,058$140,597$7,811iApproximate average salary by contribution assumption: employee only about $195,274 at 4% or $130,182 at 6%; with 50% employer match about $130,182 at 4% or $86,788 at 6%; with 100% employer match about $97,637 at 4% or $65,091 at 6%.
401K Profit Sharing Plan and Trust of Anthony & Associates-18$918,058$140,597$7,811iApproximate average salary by contribution assumption: employee only about $195,274 at 4% or $130,182 at 6%; with 50% employer match about $130,182 at 4% or $86,788 at 6%; with 100% employer match about $97,637 at 4% or $65,091 at 6%.