Civic Intelligence

Benefit Equity Plans Inc.

Plan context: Benefit Equity Plans Inc. 401K Plan

EIN 33-0384246 • Santa Ana, CA • 26 filings • 5 plans

525 N. Cabrillo Park Dr. Suite 200Santa Ana, CA 92701
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,426,900

2024 Contributions

$191,753

Historical Graphs

Total Assets Over Time

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

$3,640,282$1,820,141$0199920132024YearValue
$3,426,900Latest year 2024

Participants Over Time

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

25130199920122024YearValue
21Latest 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
2024121$3,426,900$191,753$9,131iApproximate average salary by contribution assumption: employee only about $228,277 at 4% or $152,185 at 6%; with 50% employer match about $152,185 at 4% or $101,457 at 6%; with 100% employer match about $114,139 at 4% or $76,092 at 6%.
Benefit Equity Plans Inc. 401K Plan-21$3,426,900$191,753$9,131iApproximate average salary by contribution assumption: employee only about $228,277 at 4% or $152,185 at 6%; with 50% employer match about $152,185 at 4% or $101,457 at 6%; with 100% employer match about $114,139 at 4% or $76,092 at 6%.
2023117$2,876,316$118,720$6,984iApproximate average salary by contribution assumption: employee only about $174,588 at 4% or $116,392 at 6%; with 50% employer match about $116,392 at 4% or $77,595 at 6%; with 100% employer match about $87,294 at 4% or $58,196 at 6%.
Benefit Equity Plans Inc. 401K Plan-17$2,876,316$118,720$6,984iApproximate average salary by contribution assumption: employee only about $174,588 at 4% or $116,392 at 6%; with 50% employer match about $116,392 at 4% or $77,595 at 6%; with 100% employer match about $87,294 at 4% or $58,196 at 6%.
2022116$2,711,865$110,872$6,930iApproximate average salary by contribution assumption: employee only about $173,238 at 4% or $115,492 at 6%; with 50% employer match about $115,492 at 4% or $76,994 at 6%; with 100% employer match about $86,619 at 4% or $57,746 at 6%.
Benefit Equity Plans Inc. 401K Plan-16$2,711,865$110,872$6,930iApproximate average salary by contribution assumption: employee only about $173,238 at 4% or $115,492 at 6%; with 50% employer match about $115,492 at 4% or $76,994 at 6%; with 100% employer match about $86,619 at 4% or $57,746 at 6%.
2021111$3,640,282$120,830$10,985iApproximate average salary by contribution assumption: employee only about $274,614 at 4% or $183,076 at 6%; with 50% employer match about $183,076 at 4% or $122,051 at 6%; with 100% employer match about $137,307 at 4% or $91,538 at 6%.
Benefit Equity Plans Inc. 401K Plan-11$3,640,282$120,830$10,985iApproximate average salary by contribution assumption: employee only about $274,614 at 4% or $183,076 at 6%; with 50% employer match about $183,076 at 4% or $122,051 at 6%; with 100% employer match about $137,307 at 4% or $91,538 at 6%.
2020119$2,958,425$113,359$5,966iApproximate average salary by contribution assumption: employee only about $149,157 at 4% or $99,438 at 6%; with 50% employer match about $99,438 at 4% or $66,292 at 6%; with 100% employer match about $74,578 at 4% or $49,719 at 6%.
Benefit Equity Plans Inc. 401K Plan-19$2,958,425$113,359$5,966iApproximate average salary by contribution assumption: employee only about $149,157 at 4% or $99,438 at 6%; with 50% employer match about $99,438 at 4% or $66,292 at 6%; with 100% employer match about $74,578 at 4% or $49,719 at 6%.
2019118$2,428,617$106,221$5,901iApproximate average salary by contribution assumption: employee only about $147,529 at 4% or $98,353 at 6%; with 50% employer match about $98,353 at 4% or $65,569 at 6%; with 100% employer match about $73,765 at 4% or $49,176 at 6%.
Benefit Equity Plans Inc. 401K Plan-18$2,428,617$106,221$5,901iApproximate average salary by contribution assumption: employee only about $147,529 at 4% or $98,353 at 6%; with 50% employer match about $98,353 at 4% or $65,569 at 6%; with 100% employer match about $73,765 at 4% or $49,176 at 6%.
2018120$1,979,865$118,334$5,917iApproximate average salary by contribution assumption: employee only about $147,918 at 4% or $98,612 at 6%; with 50% employer match about $98,612 at 4% or $65,741 at 6%; with 100% employer match about $73,959 at 4% or $49,306 at 6%.
Benefit Equity Plans Inc. 401K Plan-20$1,979,865$118,334$5,917iApproximate average salary by contribution assumption: employee only about $147,918 at 4% or $98,612 at 6%; with 50% employer match about $98,612 at 4% or $65,741 at 6%; with 100% employer match about $73,959 at 4% or $49,306 at 6%.
2017119$2,021,029$138,837$7,307iApproximate average salary by contribution assumption: employee only about $182,680 at 4% or $121,787 at 6%; with 50% employer match about $121,787 at 4% or $81,191 at 6%; with 100% employer match about $91,340 at 4% or $60,893 at 6%.
Benefit Equity Plans Inc. 401K Plan-19$2,021,029$138,837$7,307iApproximate average salary by contribution assumption: employee only about $182,680 at 4% or $121,787 at 6%; with 50% employer match about $121,787 at 4% or $81,191 at 6%; with 100% employer match about $91,340 at 4% or $60,893 at 6%.
2016121$2,314,712$172,614$8,220iApproximate average salary by contribution assumption: employee only about $205,493 at 4% or $136,995 at 6%; with 50% employer match about $136,995 at 4% or $91,330 at 6%; with 100% employer match about $102,746 at 4% or $68,498 at 6%.
Benefit Equity Plans Inc. 401K Plan-21$2,314,712$172,614$8,220iApproximate average salary by contribution assumption: employee only about $205,493 at 4% or $136,995 at 6%; with 50% employer match about $136,995 at 4% or $91,330 at 6%; with 100% employer match about $102,746 at 4% or $68,498 at 6%.
2015123$2,096,139$191,175$8,312iApproximate average salary by contribution assumption: employee only about $207,799 at 4% or $138,533 at 6%; with 50% employer match about $138,533 at 4% or $92,355 at 6%; with 100% employer match about $103,899 at 4% or $69,266 at 6%.
Benefit Equity Plans Inc. 401K Plan-23$2,096,139$191,175$8,312iApproximate average salary by contribution assumption: employee only about $207,799 at 4% or $138,533 at 6%; with 50% employer match about $138,533 at 4% or $92,355 at 6%; with 100% employer match about $103,899 at 4% or $69,266 at 6%.
2014119$1,929,902$197,002$10,369iApproximate average salary by contribution assumption: employee only about $259,213 at 4% or $172,809 at 6%; with 50% employer match about $172,809 at 4% or $115,206 at 6%; with 100% employer match about $129,607 at 4% or $86,404 at 6%.
Benefit Equity Plans Inc. 401K Plan-19$1,929,902$197,002$10,369iApproximate average salary by contribution assumption: employee only about $259,213 at 4% or $172,809 at 6%; with 50% employer match about $172,809 at 4% or $115,206 at 6%; with 100% employer match about $129,607 at 4% or $86,404 at 6%.
2013117$1,741,647$147,657$8,686iApproximate average salary by contribution assumption: employee only about $217,143 at 4% or $144,762 at 6%; with 50% employer match about $144,762 at 4% or $96,508 at 6%; with 100% employer match about $108,571 at 4% or $72,381 at 6%.
Benefit Equity Plans Inc. 401K Plan-17$1,741,647$147,657$8,686iApproximate average salary by contribution assumption: employee only about $217,143 at 4% or $144,762 at 6%; with 50% employer match about $144,762 at 4% or $96,508 at 6%; with 100% employer match about $108,571 at 4% or $72,381 at 6%.
2012117$1,319,277$114,539$6,738iApproximate average salary by contribution assumption: employee only about $168,440 at 4% or $112,293 at 6%; with 50% employer match about $112,293 at 4% or $74,862 at 6%; with 100% employer match about $84,220 at 4% or $56,147 at 6%.
Benefit Equity Plans Inc. 401K Plan-17$1,319,277$114,539$6,738iApproximate average salary by contribution assumption: employee only about $168,440 at 4% or $112,293 at 6%; with 50% employer match about $112,293 at 4% or $74,862 at 6%; with 100% employer match about $84,220 at 4% or $56,147 at 6%.
2011119$1,113,361$121,057$6,371iApproximate average salary by contribution assumption: employee only about $159,286 at 4% or $106,190 at 6%; with 50% employer match about $106,190 at 4% or $70,794 at 6%; with 100% employer match about $79,643 at 4% or $53,095 at 6%.
Benefit Equity Plans Inc. 401K Plan-19$1,113,361$121,057$6,371iApproximate average salary by contribution assumption: employee only about $159,286 at 4% or $106,190 at 6%; with 50% employer match about $106,190 at 4% or $70,794 at 6%; with 100% employer match about $79,643 at 4% or $53,095 at 6%.
2010121$1,173,043$126,390$6,019iApproximate average salary by contribution assumption: employee only about $150,464 at 4% or $100,310 at 6%; with 50% employer match about $100,310 at 4% or $66,873 at 6%; with 100% employer match about $75,232 at 4% or $50,155 at 6%.
Benefit Equity Plans Inc. 401K Plan-21$1,173,043$126,390$6,019iApproximate average salary by contribution assumption: employee only about $150,464 at 4% or $100,310 at 6%; with 50% employer match about $100,310 at 4% or $66,873 at 6%; with 100% employer match about $75,232 at 4% or $50,155 at 6%.
2009125$1,345,623$136,303$5,452iApproximate average salary by contribution assumption: employee only about $136,303 at 4% or $90,869 at 6%; with 50% employer match about $90,869 at 4% or $60,579 at 6%; with 100% employer match about $68,152 at 4% or $45,434 at 6%.
Benefit Equity Plans Inc. 401K Plan-25$1,345,623$136,303$5,452iApproximate average salary by contribution assumption: employee only about $136,303 at 4% or $90,869 at 6%; with 50% employer match about $90,869 at 4% or $60,579 at 6%; with 100% employer match about $68,152 at 4% or $45,434 at 6%.
2008117$1,027,310$136,766$8,045iApproximate average salary by contribution assumption: employee only about $201,126 at 4% or $134,084 at 6%; with 50% employer match about $134,084 at 4% or $89,390 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%.
Benefit Equity Plans Inc. 401K Plan-17$1,027,310$136,766$8,045iApproximate average salary by contribution assumption: employee only about $201,126 at 4% or $134,084 at 6%; with 50% employer match about $134,084 at 4% or $89,390 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%.
2007115$0$0-
Benefit Equity Plans Inc. 401K Plan-15---
2006116$1,070,705$139,880$8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%.
Benefit Equity Plans Inc. 401K Plan-16$1,070,705$139,880$8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%.
2005116$887,461$89,633$5,602iApproximate average salary by contribution assumption: employee only about $140,052 at 4% or $93,368 at 6%; with 50% employer match about $93,368 at 4% or $62,245 at 6%; with 100% employer match about $70,026 at 4% or $46,684 at 6%.
Benefit Equity Plans Inc. 401K Plan-16$887,461$89,633$5,602iApproximate average salary by contribution assumption: employee only about $140,052 at 4% or $93,368 at 6%; with 50% employer match about $93,368 at 4% or $62,245 at 6%; with 100% employer match about $70,026 at 4% or $46,684 at 6%.
2004117$852,091$91,025$5,354iApproximate average salary by contribution assumption: employee only about $133,860 at 4% or $89,240 at 6%; with 50% employer match about $89,240 at 4% or $59,493 at 6%; with 100% employer match about $66,930 at 4% or $44,620 at 6%.
Benefit Equity Plans Inc. 401K Plan-17$852,091$91,025$5,354iApproximate average salary by contribution assumption: employee only about $133,860 at 4% or $89,240 at 6%; with 50% employer match about $89,240 at 4% or $59,493 at 6%; with 100% employer match about $66,930 at 4% or $44,620 at 6%.
2003117$0$0-
Benefit Equity Plans Inc. 401K Plan-17---
2002119$558,720$81,631$4,296iApproximate average salary by contribution assumption: employee only about $107,409 at 4% or $71,606 at 6%; with 50% employer match about $71,606 at 4% or $47,737 at 6%; with 100% employer match about $53,705 at 4% or $35,803 at 6%.
Benefit Equity Plans Inc. 401K Plan-19$558,720$81,631$4,296iApproximate average salary by contribution assumption: employee only about $107,409 at 4% or $71,606 at 6%; with 50% employer match about $71,606 at 4% or $47,737 at 6%; with 100% employer match about $53,705 at 4% or $35,803 at 6%.
2001119$0$0-
Benefit Equity Plans Inc. 401K Plan-19---
2000114$576,336$105,977$7,570iApproximate average salary by contribution assumption: employee only about $189,245 at 4% or $126,163 at 6%; with 50% employer match about $126,163 at 4% or $84,109 at 6%; with 100% employer match about $94,622 at 4% or $63,082 at 6%.
Benefit Equity Plans Inc. 401K Plan-14$576,336$105,977$7,570iApproximate average salary by contribution assumption: employee only about $189,245 at 4% or $126,163 at 6%; with 50% employer match about $126,163 at 4% or $84,109 at 6%; with 100% employer match about $94,622 at 4% or $63,082 at 6%.
1999112$566,938$54,111$4,509iApproximate average salary by contribution assumption: employee only about $112,731 at 4% or $75,154 at 6%; with 50% employer match about $75,154 at 4% or $50,103 at 6%; with 100% employer match about $56,366 at 4% or $37,577 at 6%.
Benefit Equity Plans Inc. 401K Plan-12$566,938$54,111$4,509iApproximate average salary by contribution assumption: employee only about $112,731 at 4% or $75,154 at 6%; with 50% employer match about $75,154 at 4% or $50,103 at 6%; with 100% employer match about $56,366 at 4% or $37,577 at 6%.