Civic Intelligence

Executive Benefits Inc.

Plan context: Executive Benefits Inc. 401K Savings Plan

EIN 33-0218738 • Yorba Linda, CA • 20 filings • 4 plans

4676 Lakeview Avenue, Suite 101Yorba Linda, CA 92886
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$756,426

2014 Contributions

$246,408

Historical Graphs

Total Assets Over Time

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

$1,068,894$534,447$0199920092014YearValue
$756,426Latest year 2014

Participants Over Time

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

420199920072014YearValue
2Latest year 2014

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
201422$756,426$246,408$123,204iApproximate average salary by contribution assumption: employee only about $3,080,100 at 4% or $2,053,400 at 6%; with 50% employer match about $2,053,400 at 4% or $1,368,933 at 6%; with 100% employer match about $1,540,050 at 4% or $1,026,700 at 6%.
Executive Benefits Inc. 401K Savings Plan-2$560,232$50,214$25,107iApproximate average salary by contribution assumption: employee only about $627,675 at 4% or $418,450 at 6%; with 50% employer match about $418,450 at 4% or $278,967 at 6%; with 100% employer match about $313,838 at 4% or $209,225 at 6%.
EXECUTIVE BENEFITS, INC DEFINED BENEFIT PENSION PLAN-2$196,194$196,194$98,097iApproximate average salary by contribution assumption: employee only about $2,452,425 at 4% or $1,634,950 at 6%; with 50% employer match about $1,634,950 at 4% or $1,089,967 at 6%; with 100% employer match about $1,226,213 at 4% or $817,475 at 6%.
201313$673,868$43,376$14,459iApproximate average salary by contribution assumption: employee only about $361,467 at 4% or $240,978 at 6%; with 50% employer match about $240,978 at 4% or $160,652 at 6%; with 100% employer match about $180,733 at 4% or $120,489 at 6%.
Executive Benefits Inc. 401K Savings Plan-3$673,868$43,376$14,459iApproximate average salary by contribution assumption: employee only about $361,467 at 4% or $240,978 at 6%; with 50% employer match about $240,978 at 4% or $160,652 at 6%; with 100% employer match about $180,733 at 4% or $120,489 at 6%.
201214$1,068,894$35,814$8,954iApproximate average salary by contribution assumption: employee only about $223,838 at 4% or $149,225 at 6%; with 50% employer match about $149,225 at 4% or $99,483 at 6%; with 100% employer match about $111,919 at 4% or $74,613 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$1,068,894$35,814$8,954iApproximate average salary by contribution assumption: employee only about $223,838 at 4% or $149,225 at 6%; with 50% employer match about $149,225 at 4% or $99,483 at 6%; with 100% employer match about $111,919 at 4% or $74,613 at 6%.
201114$1,025,994$28,340$7,085iApproximate average salary by contribution assumption: employee only about $177,125 at 4% or $118,083 at 6%; with 50% employer match about $118,083 at 4% or $78,722 at 6%; with 100% employer match about $88,563 at 4% or $59,042 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$1,025,994$28,340$7,085iApproximate average salary by contribution assumption: employee only about $177,125 at 4% or $118,083 at 6%; with 50% employer match about $118,083 at 4% or $78,722 at 6%; with 100% employer match about $88,563 at 4% or $59,042 at 6%.
201014$994,396$60,531$15,133iApproximate average salary by contribution assumption: employee only about $378,319 at 4% or $252,213 at 6%; with 50% employer match about $252,213 at 4% or $168,142 at 6%; with 100% employer match about $189,159 at 4% or $126,106 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$994,396$60,531$15,133iApproximate average salary by contribution assumption: employee only about $378,319 at 4% or $252,213 at 6%; with 50% employer match about $252,213 at 4% or $168,142 at 6%; with 100% employer match about $189,159 at 4% or $126,106 at 6%.
200914$920,905$67,600$16,900iApproximate average salary by contribution assumption: employee only about $422,500 at 4% or $281,667 at 6%; with 50% employer match about $281,667 at 4% or $187,778 at 6%; with 100% employer match about $211,250 at 4% or $140,833 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$920,905$67,600$16,900iApproximate average salary by contribution assumption: employee only about $422,500 at 4% or $281,667 at 6%; with 50% employer match about $281,667 at 4% or $187,778 at 6%; with 100% employer match about $211,250 at 4% or $140,833 at 6%.
200814$0$0-
Executive Benefits Inc. 401K Savings Plan-4---
200714$0$0-
Executive Benefits Inc. 401K Savings Plan-4---
200614$693,500$65,250$16,313iApproximate average salary by contribution assumption: employee only about $407,813 at 4% or $271,875 at 6%; with 50% employer match about $271,875 at 4% or $181,250 at 6%; with 100% employer match about $203,906 at 4% or $135,938 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$693,500$65,250$16,313iApproximate average salary by contribution assumption: employee only about $407,813 at 4% or $271,875 at 6%; with 50% employer match about $271,875 at 4% or $181,250 at 6%; with 100% employer match about $203,906 at 4% or $135,938 at 6%.
200514$583,735$62,750$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,458 at 6%; with 50% employer match about $261,458 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$583,735$62,750$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,458 at 6%; with 50% employer match about $261,458 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
200414$500,401$55,193$13,798iApproximate average salary by contribution assumption: employee only about $344,956 at 4% or $229,971 at 6%; with 50% employer match about $229,971 at 4% or $153,314 at 6%; with 100% employer match about $172,478 at 4% or $114,985 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$500,401$55,193$13,798iApproximate average salary by contribution assumption: employee only about $344,956 at 4% or $229,971 at 6%; with 50% employer match about $229,971 at 4% or $153,314 at 6%; with 100% employer match about $172,478 at 4% or $114,985 at 6%.
200314$430,379$116,750$29,188iApproximate average salary by contribution assumption: employee only about $729,688 at 4% or $486,458 at 6%; with 50% employer match about $486,458 at 4% or $324,306 at 6%; with 100% employer match about $364,844 at 4% or $243,229 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$430,379$116,750$29,188iApproximate average salary by contribution assumption: employee only about $729,688 at 4% or $486,458 at 6%; with 50% employer match about $486,458 at 4% or $324,306 at 6%; with 100% employer match about $364,844 at 4% or $243,229 at 6%.
200214$297,940$107,959$26,990iApproximate average salary by contribution assumption: employee only about $674,744 at 4% or $449,829 at 6%; with 50% employer match about $449,829 at 4% or $299,886 at 6%; with 100% employer match about $337,372 at 4% or $224,915 at 6%.
Executive Benefits Inc. 401K Savings Plan-4$297,940$107,959$26,990iApproximate average salary by contribution assumption: employee only about $674,744 at 4% or $449,829 at 6%; with 50% employer match about $449,829 at 4% or $299,886 at 6%; with 100% employer match about $337,372 at 4% or $224,915 at 6%.
200124$0$0-
Executive Benefits Inc. 401K Savings Plan-4---
Executive Benefits Inc. Money Purchase Pension Plan-0---
200024$0$0-
Executive Benefits Inc. 401K Savings Plan-4---
Executive Benefits Inc. Money Purchase Pension Plan-4---
199923$763,770$58,320$19,440iApproximate average salary by contribution assumption: employee only about $486,000 at 4% or $324,000 at 6%; with 50% employer match about $324,000 at 4% or $216,000 at 6%; with 100% employer match about $243,000 at 4% or $162,000 at 6%.
Executive Benefits Inc. 401K Savings Plan-3$711,303$30,992$10,331iApproximate average salary by contribution assumption: employee only about $258,267 at 4% or $172,178 at 6%; with 50% employer match about $172,178 at 4% or $114,785 at 6%; with 100% employer match about $129,133 at 4% or $86,089 at 6%.
Executive Benefits Inc. Money Purchase Pension Plan-3$52,467$27,328$9,109iApproximate average salary by contribution assumption: employee only about $227,733 at 4% or $151,822 at 6%; with 50% employer match about $151,822 at 4% or $101,215 at 6%; with 100% employer match about $113,867 at 4% or $75,911 at 6%.