Civic Intelligence

Canterbury Consulting Incorporated

Plan context: Canterbury Consulting Incorporated Employees' Retirement Plan

EIN 33-0307982 • Newport Beach, CA • 25 filings • 3 plans

610 Newport Center Dr., Ste. 500Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

97

2024 Assets

$49,295,253

2024 Contributions

$1,490,208

Historical Graphs

Total Assets Over Time

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

$49,295,253$24,647,627$0200420152024YearValue
$49,295,253Latest year 2024

Participants Over Time

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

97490200020122024YearValue
97Latest 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
2024197$49,295,253$1,490,208$15,363iApproximate average salary by contribution assumption: employee only about $384,074 at 4% or $256,049 at 6%; with 50% employer match about $256,049 at 4% or $170,700 at 6%; with 100% employer match about $192,037 at 4% or $128,025 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-97$49,295,253$1,490,208$15,363iApproximate average salary by contribution assumption: employee only about $384,074 at 4% or $256,049 at 6%; with 50% employer match about $256,049 at 4% or $170,700 at 6%; with 100% employer match about $192,037 at 4% or $128,025 at 6%.
2023191$40,803,085$1,510,280$16,596iApproximate average salary by contribution assumption: employee only about $414,912 at 4% or $276,608 at 6%; with 50% employer match about $276,608 at 4% or $184,405 at 6%; with 100% employer match about $207,456 at 4% or $138,304 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-91$40,803,085$1,510,280$16,596iApproximate average salary by contribution assumption: employee only about $414,912 at 4% or $276,608 at 6%; with 50% employer match about $276,608 at 4% or $184,405 at 6%; with 100% employer match about $207,456 at 4% or $138,304 at 6%.
2022194$32,718,122$1,380,852$14,690iApproximate average salary by contribution assumption: employee only about $367,248 at 4% or $244,832 at 6%; with 50% employer match about $244,832 at 4% or $163,221 at 6%; with 100% employer match about $183,624 at 4% or $122,416 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-94$32,718,122$1,380,852$14,690iApproximate average salary by contribution assumption: employee only about $367,248 at 4% or $244,832 at 6%; with 50% employer match about $244,832 at 4% or $163,221 at 6%; with 100% employer match about $183,624 at 4% or $122,416 at 6%.
2021184$38,453,216$1,519,773$18,093iApproximate average salary by contribution assumption: employee only about $452,313 at 4% or $301,542 at 6%; with 50% employer match about $301,542 at 4% or $201,028 at 6%; with 100% employer match about $226,157 at 4% or $150,771 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-84$38,453,216$1,519,773$18,093iApproximate average salary by contribution assumption: employee only about $452,313 at 4% or $301,542 at 6%; with 50% employer match about $301,542 at 4% or $201,028 at 6%; with 100% employer match about $226,157 at 4% or $150,771 at 6%.
2020186$38,279,230$1,345,966$15,651iApproximate average salary by contribution assumption: employee only about $391,269 at 4% or $260,846 at 6%; with 50% employer match about $260,846 at 4% or $173,897 at 6%; with 100% employer match about $195,635 at 4% or $130,423 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-86$38,279,230$1,345,966$15,651iApproximate average salary by contribution assumption: employee only about $391,269 at 4% or $260,846 at 6%; with 50% employer match about $260,846 at 4% or $173,897 at 6%; with 100% employer match about $195,635 at 4% or $130,423 at 6%.
2019183$27,316,152$1,348,935$16,252iApproximate average salary by contribution assumption: employee only about $406,306 at 4% or $270,870 at 6%; with 50% employer match about $270,870 at 4% or $180,580 at 6%; with 100% employer match about $203,153 at 4% or $135,435 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-83$27,316,152$1,348,935$16,252iApproximate average salary by contribution assumption: employee only about $406,306 at 4% or $270,870 at 6%; with 50% employer match about $270,870 at 4% or $180,580 at 6%; with 100% employer match about $203,153 at 4% or $135,435 at 6%.
2018175$19,547,034$1,161,710$15,489iApproximate average salary by contribution assumption: employee only about $387,237 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,105 at 6%; with 100% employer match about $193,618 at 4% or $129,079 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-75$19,547,034$1,161,710$15,489iApproximate average salary by contribution assumption: employee only about $387,237 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,105 at 6%; with 100% employer match about $193,618 at 4% or $129,079 at 6%.
2017174$20,045,111$1,367,072$18,474iApproximate average salary by contribution assumption: employee only about $461,849 at 4% or $307,899 at 6%; with 50% employer match about $307,899 at 4% or $205,266 at 6%; with 100% employer match about $230,924 at 4% or $153,950 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-74$20,045,111$1,367,072$18,474iApproximate average salary by contribution assumption: employee only about $461,849 at 4% or $307,899 at 6%; with 50% employer match about $307,899 at 4% or $205,266 at 6%; with 100% employer match about $230,924 at 4% or $153,950 at 6%.
2016175$16,169,063$1,371,338$18,285iApproximate average salary by contribution assumption: employee only about $457,113 at 4% or $304,742 at 6%; with 50% employer match about $304,742 at 4% or $203,161 at 6%; with 100% employer match about $228,556 at 4% or $152,371 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-75$16,169,063$1,371,338$18,285iApproximate average salary by contribution assumption: employee only about $457,113 at 4% or $304,742 at 6%; with 50% employer match about $304,742 at 4% or $203,161 at 6%; with 100% employer match about $228,556 at 4% or $152,371 at 6%.
2015164$14,248,847$953,473$14,898iApproximate average salary by contribution assumption: employee only about $372,450 at 4% or $248,300 at 6%; with 50% employer match about $248,300 at 4% or $165,534 at 6%; with 100% employer match about $186,225 at 4% or $124,150 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-64$14,248,847$953,473$14,898iApproximate average salary by contribution assumption: employee only about $372,450 at 4% or $248,300 at 6%; with 50% employer match about $248,300 at 4% or $165,534 at 6%; with 100% employer match about $186,225 at 4% or $124,150 at 6%.
2014161$14,141,686$1,111,276$18,218iApproximate average salary by contribution assumption: employee only about $455,441 at 4% or $303,627 at 6%; with 50% employer match about $303,627 at 4% or $202,418 at 6%; with 100% employer match about $227,720 at 4% or $151,814 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-61$14,141,686$1,111,276$18,218iApproximate average salary by contribution assumption: employee only about $455,441 at 4% or $303,627 at 6%; with 50% employer match about $303,627 at 4% or $202,418 at 6%; with 100% employer match about $227,720 at 4% or $151,814 at 6%.
2013155$12,647,927$860,422$15,644iApproximate average salary by contribution assumption: employee only about $391,101 at 4% or $260,734 at 6%; with 50% employer match about $260,734 at 4% or $173,823 at 6%; with 100% employer match about $195,550 at 4% or $130,367 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-55$12,647,927$860,422$15,644iApproximate average salary by contribution assumption: employee only about $391,101 at 4% or $260,734 at 6%; with 50% employer match about $260,734 at 4% or $173,823 at 6%; with 100% employer match about $195,550 at 4% or $130,367 at 6%.
2012151$10,353,134$750,085$14,708iApproximate average salary by contribution assumption: employee only about $367,689 at 4% or $245,126 at 6%; with 50% employer match about $245,126 at 4% or $163,417 at 6%; with 100% employer match about $183,844 at 4% or $122,563 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-51$10,353,134$750,085$14,708iApproximate average salary by contribution assumption: employee only about $367,689 at 4% or $245,126 at 6%; with 50% employer match about $245,126 at 4% or $163,417 at 6%; with 100% employer match about $183,844 at 4% or $122,563 at 6%.
2011149$8,783,690$720,851$14,711iApproximate average salary by contribution assumption: employee only about $367,781 at 4% or $245,187 at 6%; with 50% employer match about $245,187 at 4% or $163,458 at 6%; with 100% employer match about $183,891 at 4% or $122,594 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-49$8,783,690$720,851$14,711iApproximate average salary by contribution assumption: employee only about $367,781 at 4% or $245,187 at 6%; with 50% employer match about $245,187 at 4% or $163,458 at 6%; with 100% employer match about $183,891 at 4% or $122,594 at 6%.
2010145$8,507,723$634,489$14,100iApproximate average salary by contribution assumption: employee only about $352,494 at 4% or $234,996 at 6%; with 50% employer match about $234,996 at 4% or $156,664 at 6%; with 100% employer match about $176,247 at 4% or $117,498 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-45$8,507,723$634,489$14,100iApproximate average salary by contribution assumption: employee only about $352,494 at 4% or $234,996 at 6%; with 50% employer match about $234,996 at 4% or $156,664 at 6%; with 100% employer match about $176,247 at 4% or $117,498 at 6%.
2009141$7,729,963$583,231$14,225iApproximate average salary by contribution assumption: employee only about $355,629 at 4% or $237,086 at 6%; with 50% employer match about $237,086 at 4% or $158,057 at 6%; with 100% employer match about $177,814 at 4% or $118,543 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-41$7,729,963$583,231$14,225iApproximate average salary by contribution assumption: employee only about $355,629 at 4% or $237,086 at 6%; with 50% employer match about $237,086 at 4% or $158,057 at 6%; with 100% employer match about $177,814 at 4% or $118,543 at 6%.
2008147$6,063,580$598,585$12,736iApproximate average salary by contribution assumption: employee only about $318,396 at 4% or $212,264 at 6%; with 50% employer match about $212,264 at 4% or $141,509 at 6%; with 100% employer match about $159,198 at 4% or $106,132 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-47$6,063,580$598,585$12,736iApproximate average salary by contribution assumption: employee only about $318,396 at 4% or $212,264 at 6%; with 50% employer match about $212,264 at 4% or $141,509 at 6%; with 100% employer match about $159,198 at 4% or $106,132 at 6%.
2007140$0$0-
Canterbury Consulting Incorporated Employees' Retirement Plan-40---
2006136$6,041,934$513,877$14,274iApproximate average salary by contribution assumption: employee only about $356,859 at 4% or $237,906 at 6%; with 50% employer match about $237,906 at 4% or $158,604 at 6%; with 100% employer match about $178,430 at 4% or $118,953 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-36$6,041,934$513,877$14,274iApproximate average salary by contribution assumption: employee only about $356,859 at 4% or $237,906 at 6%; with 50% employer match about $237,906 at 4% or $158,604 at 6%; with 100% employer match about $178,430 at 4% or $118,953 at 6%.
2005132$5,068,914$387,690$12,115iApproximate average salary by contribution assumption: employee only about $302,883 at 4% or $201,922 at 6%; with 50% employer match about $201,922 at 4% or $134,615 at 6%; with 100% employer match about $151,441 at 4% or $100,961 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-32$5,068,914$387,690$12,115iApproximate average salary by contribution assumption: employee only about $302,883 at 4% or $201,922 at 6%; with 50% employer match about $201,922 at 4% or $134,615 at 6%; with 100% employer match about $151,441 at 4% or $100,961 at 6%.
2004126$4,430,023$156,600$6,023iApproximate average salary by contribution assumption: employee only about $150,577 at 4% or $100,385 at 6%; with 50% employer match about $100,385 at 4% or $66,923 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
Canterbury Consulting Incorporated Employees' Retirement Plan-26$4,430,023$156,600$6,023iApproximate average salary by contribution assumption: employee only about $150,577 at 4% or $100,385 at 6%; with 50% employer match about $100,385 at 4% or $66,923 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
2003128$0$0-
Canterbury Consulting Incorporated Employees' Retirement Plan-28---
2002127$0$0-
Canterbury Consulting Incorporated Employees' Retirement Plan-27---
2001125$0$0-
Canterbury Consulting Incorporated Employees' Retirement Plan-25---
2000127$0$0-
Canterbury Consulting Incorporated Employees' Retirement Plan-27---