Civic Intelligence

Bw & Associates Inc.

Plan context: Bw & Associates Inc. Profit Sharing Plan

EIN 33-0435029 • Orange, CA • 24 filings • 5 plans

3111 N. Tustin Ave., Suite 215Orange, CA 92865-1753
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$3,584,830

2014 Contributions

$51,660

Historical Graphs

Total Assets Over Time

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

$5,457,201$2,728,601$0199920072013YearValue
$3,584,830Latest year 2013

Participants Over Time

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

840199920062013YearValue
6Latest year 2013

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
201410$0$0-
Bw & Associates Inc. Profit Sharing Plan-0$0--
201326$3,584,830$51,660$8,610iApproximate average salary by contribution assumption: employee only about $215,250 at 4% or $143,500 at 6%; with 50% employer match about $143,500 at 4% or $95,667 at 6%; with 100% employer match about $107,625 at 4% or $71,750 at 6%.
Bw & Associates Inc. Profit Sharing Plan-6$3,584,830$51,660$8,610iApproximate average salary by contribution assumption: employee only about $215,250 at 4% or $143,500 at 6%; with 50% employer match about $143,500 at 4% or $95,667 at 6%; with 100% employer match about $107,625 at 4% or $71,750 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-0$0--
201227$5,457,201$208,335$29,762iApproximate average salary by contribution assumption: employee only about $744,054 at 4% or $496,036 at 6%; with 50% employer match about $496,036 at 4% or $330,690 at 6%; with 100% employer match about $372,027 at 4% or $248,018 at 6%.
Bw & Associates Inc. Profit Sharing Plan-7$2,958,680$118,917$16,988iApproximate average salary by contribution assumption: employee only about $424,704 at 4% or $283,136 at 6%; with 50% employer match about $283,136 at 4% or $188,757 at 6%; with 100% employer match about $212,352 at 4% or $141,568 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-4$2,498,521$89,418$22,355iApproximate average salary by contribution assumption: employee only about $558,863 at 4% or $372,575 at 6%; with 50% employer match about $372,575 at 4% or $248,383 at 6%; with 100% employer match about $279,431 at 4% or $186,288 at 6%.
201127$4,483,927$565,925$80,846iApproximate average salary by contribution assumption: employee only about $2,021,161 at 4% or $1,347,440 at 6%; with 50% employer match about $1,347,440 at 4% or $898,294 at 6%; with 100% employer match about $1,010,580 at 4% or $673,720 at 6%.
Bw & Associates Inc. Profit Sharing Plan-7$2,419,452$165,920$23,703iApproximate average salary by contribution assumption: employee only about $592,571 at 4% or $395,048 at 6%; with 50% employer match about $395,048 at 4% or $263,365 at 6%; with 100% employer match about $296,286 at 4% or $197,524 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-4$2,064,475$400,005$100,001iApproximate average salary by contribution assumption: employee only about $2,500,031 at 4% or $1,666,688 at 6%; with 50% employer match about $1,666,688 at 4% or $1,111,125 at 6%; with 100% employer match about $1,250,016 at 4% or $833,344 at 6%.
201028$4,114,976$343,040$42,880iApproximate average salary by contribution assumption: employee only about $1,072,000 at 4% or $714,667 at 6%; with 50% employer match about $714,667 at 4% or $476,444 at 6%; with 100% employer match about $536,000 at 4% or $357,333 at 6%.
Bw & Associates Inc. Profit Sharing Plan-8$2,385,682$160,655$20,082iApproximate average salary by contribution assumption: employee only about $502,047 at 4% or $334,698 at 6%; with 50% employer match about $334,698 at 4% or $223,132 at 6%; with 100% employer match about $251,023 at 4% or $167,349 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-4$1,729,294$182,385$45,596iApproximate average salary by contribution assumption: employee only about $1,139,906 at 4% or $759,938 at 6%; with 50% employer match about $759,938 at 4% or $506,625 at 6%; with 100% employer match about $569,953 at 4% or $379,969 at 6%.
200928$3,341,763$322,400$40,300iApproximate average salary by contribution assumption: employee only about $1,007,500 at 4% or $671,667 at 6%; with 50% employer match about $671,667 at 4% or $447,778 at 6%; with 100% employer match about $503,750 at 4% or $335,833 at 6%.
Bw & Associates Inc. Profit Sharing Plan-8$1,965,053$150,964$18,871iApproximate average salary by contribution assumption: employee only about $471,763 at 4% or $314,508 at 6%; with 50% employer match about $314,508 at 4% or $209,672 at 6%; with 100% employer match about $235,881 at 4% or $157,254 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-4$1,376,710$171,436$42,859iApproximate average salary by contribution assumption: employee only about $1,071,475 at 4% or $714,317 at 6%; with 50% employer match about $714,317 at 4% or $476,211 at 6%; with 100% employer match about $535,738 at 4% or $357,158 at 6%.
200828$0$0-
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-4---
Bw & Associates Inc. Profit Sharing Plan-8---
200725$726,147$359,984$71,997iApproximate average salary by contribution assumption: employee only about $1,799,920 at 4% or $1,199,947 at 6%; with 50% employer match about $1,199,947 at 4% or $799,964 at 6%; with 100% employer match about $899,960 at 4% or $599,973 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-3$726,147$359,984$119,995iApproximate average salary by contribution assumption: employee only about $2,999,867 at 4% or $1,999,911 at 6%; with 50% employer match about $1,999,911 at 4% or $1,333,274 at 6%; with 100% employer match about $1,499,933 at 4% or $999,956 at 6%.
Bw & Associates Inc. Profit Sharing Plan-5---
200626$1,950,673$424,989$70,832iApproximate average salary by contribution assumption: employee only about $1,770,788 at 4% or $1,180,525 at 6%; with 50% employer match about $1,180,525 at 4% or $787,017 at 6%; with 100% employer match about $885,394 at 4% or $590,263 at 6%.
Bw & Associates Inc. Profit Sharing Plan-6$1,630,673$104,989$17,498iApproximate average salary by contribution assumption: employee only about $437,454 at 4% or $291,636 at 6%; with 50% employer match about $291,636 at 4% or $194,424 at 6%; with 100% employer match about $218,727 at 4% or $145,818 at 6%.
BW & ASSOCIATES, INC. CASH BALANCE ACCOUNT PLAN-3$320,000$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
200516$1,354,280$83,219$13,870iApproximate average salary by contribution assumption: employee only about $346,746 at 4% or $231,164 at 6%; with 50% employer match about $231,164 at 4% or $154,109 at 6%; with 100% employer match about $173,373 at 4% or $115,582 at 6%.
Bw & Associates Inc. Profit Sharing Plan-6$1,354,280$83,219$13,870iApproximate average salary by contribution assumption: employee only about $346,746 at 4% or $231,164 at 6%; with 50% employer match about $231,164 at 4% or $154,109 at 6%; with 100% employer match about $173,373 at 4% or $115,582 at 6%.
200416$1,138,655$82,220$13,703iApproximate average salary by contribution assumption: employee only about $342,583 at 4% or $228,389 at 6%; with 50% employer match about $228,389 at 4% or $152,259 at 6%; with 100% employer match about $171,292 at 4% or $114,194 at 6%.
Bw & Associates Inc. Profit Sharing Plan-6$1,138,655$82,220$13,703iApproximate average salary by contribution assumption: employee only about $342,583 at 4% or $228,389 at 6%; with 50% employer match about $228,389 at 4% or $152,259 at 6%; with 100% employer match about $171,292 at 4% or $114,194 at 6%.
200316$929,279$74,805$12,468iApproximate average salary by contribution assumption: employee only about $311,688 at 4% or $207,792 at 6%; with 50% employer match about $207,792 at 4% or $138,528 at 6%; with 100% employer match about $155,844 at 4% or $103,896 at 6%.
Bw & Associates Inc. Profit Sharing Plan-6$929,279$74,805$12,468iApproximate average salary by contribution assumption: employee only about $311,688 at 4% or $207,792 at 6%; with 50% employer match about $207,792 at 4% or $138,528 at 6%; with 100% employer match about $155,844 at 4% or $103,896 at 6%.
200214$628,266$68,923$17,231iApproximate average salary by contribution assumption: employee only about $430,769 at 4% or $287,179 at 6%; with 50% employer match about $287,179 at 4% or $191,453 at 6%; with 100% employer match about $215,384 at 4% or $143,590 at 6%.
Bw & Associates Inc. Profit Sharing Plan-4$628,266$68,923$17,231iApproximate average salary by contribution assumption: employee only about $430,769 at 4% or $287,179 at 6%; with 50% employer match about $287,179 at 4% or $191,453 at 6%; with 100% employer match about $215,384 at 4% or $143,590 at 6%.
200116$0$0-
Bw & Associates Inc. Profit Sharing Plan-6---
200016$0$0-
Bw & Associates Inc. Profit Sharing Plan-6---
199916$693,447$40,442$6,740iApproximate average salary by contribution assumption: employee only about $168,508 at 4% or $112,339 at 6%; with 50% employer match about $112,339 at 4% or $74,893 at 6%; with 100% employer match about $84,254 at 4% or $56,169 at 6%.
Bw & Associates Inc. Profit Sharing Plan-6$693,447$40,442$6,740iApproximate average salary by contribution assumption: employee only about $168,508 at 4% or $112,339 at 6%; with 50% employer match about $112,339 at 4% or $74,893 at 6%; with 100% employer match about $84,254 at 4% or $56,169 at 6%.