Civic Intelligence

The Bleakley Agency

Plan context: The Bleakley Agency 401K Plan

EIN 33-0486539 • San Diego, CA • 16 filings • 2 plans

600 W. Broadway, Suite 600San Diego, CA 92101
Current Snapshot

Latest Year

2014

2014 Participants

20

2014 Assets

$253,383

2014 Contributions

$38,418

Historical Graphs

Total Assets Over Time

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

$270,084$135,042$0199920082014YearValue
$253,383Latest year 2014

Participants Over Time

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

21110199920072014YearValue
20Latest 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
2014120$253,383$38,418$1,921iApproximate average salary by contribution assumption: employee only about $48,023 at 4% or $32,015 at 6%; with 50% employer match about $32,015 at 4% or $21,343 at 6%; with 100% employer match about $24,011 at 4% or $16,008 at 6%.
The Bleakley Agency 401K Plan-20$253,383$38,418$1,921iApproximate average salary by contribution assumption: employee only about $48,023 at 4% or $32,015 at 6%; with 50% employer match about $32,015 at 4% or $21,343 at 6%; with 100% employer match about $24,011 at 4% or $16,008 at 6%.
2013119$270,084$56,707$2,985iApproximate average salary by contribution assumption: employee only about $74,614 at 4% or $49,743 at 6%; with 50% employer match about $49,743 at 4% or $33,162 at 6%; with 100% employer match about $37,307 at 4% or $24,871 at 6%.
The Bleakley Agency 401K Plan-19$270,084$56,707$2,985iApproximate average salary by contribution assumption: employee only about $74,614 at 4% or $49,743 at 6%; with 50% employer match about $49,743 at 4% or $33,162 at 6%; with 100% employer match about $37,307 at 4% or $24,871 at 6%.
2012121$204,595$46,591$2,219iApproximate average salary by contribution assumption: employee only about $55,465 at 4% or $36,977 at 6%; with 50% employer match about $36,977 at 4% or $24,651 at 6%; with 100% employer match about $27,733 at 4% or $18,488 at 6%.
The Bleakley Agency 401K Plan-21$204,595$46,591$2,219iApproximate average salary by contribution assumption: employee only about $55,465 at 4% or $36,977 at 6%; with 50% employer match about $36,977 at 4% or $24,651 at 6%; with 100% employer match about $27,733 at 4% or $18,488 at 6%.
2011115$164,743$29,060$1,937iApproximate average salary by contribution assumption: employee only about $48,433 at 4% or $32,289 at 6%; with 50% employer match about $32,289 at 4% or $21,526 at 6%; with 100% employer match about $24,217 at 4% or $16,144 at 6%.
The Bleakley Agency 401K Plan-15$164,743$29,060$1,937iApproximate average salary by contribution assumption: employee only about $48,433 at 4% or $32,289 at 6%; with 50% employer match about $32,289 at 4% or $21,526 at 6%; with 100% employer match about $24,217 at 4% or $16,144 at 6%.
2010117$158,292$23,344$1,373iApproximate average salary by contribution assumption: employee only about $34,329 at 4% or $22,886 at 6%; with 50% employer match about $22,886 at 4% or $15,258 at 6%; with 100% employer match about $17,165 at 4% or $11,443 at 6%.
The Bleakley Agency 401K Plan-17$158,292$23,344$1,373iApproximate average salary by contribution assumption: employee only about $34,329 at 4% or $22,886 at 6%; with 50% employer match about $22,886 at 4% or $15,258 at 6%; with 100% employer match about $17,165 at 4% or $11,443 at 6%.
2009120$158,153$30,061$1,503iApproximate average salary by contribution assumption: employee only about $37,576 at 4% or $25,051 at 6%; with 50% employer match about $25,051 at 4% or $16,701 at 6%; with 100% employer match about $18,788 at 4% or $12,525 at 6%.
The Bleakley Agency 401K Plan-20$158,153$30,061$1,503iApproximate average salary by contribution assumption: employee only about $37,576 at 4% or $25,051 at 6%; with 50% employer match about $25,051 at 4% or $16,701 at 6%; with 100% employer match about $18,788 at 4% or $12,525 at 6%.
2008116$96,913$34,891$2,181iApproximate average salary by contribution assumption: employee only about $54,517 at 4% or $36,345 at 6%; with 50% employer match about $36,345 at 4% or $24,230 at 6%; with 100% employer match about $27,259 at 4% or $18,172 at 6%.
The Bleakley Agency 401K Plan-16$96,913$34,891$2,181iApproximate average salary by contribution assumption: employee only about $54,517 at 4% or $36,345 at 6%; with 50% employer match about $36,345 at 4% or $24,230 at 6%; with 100% employer match about $27,259 at 4% or $18,172 at 6%.
2007111$0$0-
The Bleakley Agency 401K Plan-11---
2006110$90,909$17,109$1,711iApproximate average salary by contribution assumption: employee only about $42,773 at 4% or $28,515 at 6%; with 50% employer match about $28,515 at 4% or $19,010 at 6%; with 100% employer match about $21,386 at 4% or $14,258 at 6%.
The Bleakley Agency 401K Plan-10$90,909$17,109$1,711iApproximate average salary by contribution assumption: employee only about $42,773 at 4% or $28,515 at 6%; with 50% employer match about $28,515 at 4% or $19,010 at 6%; with 100% employer match about $21,386 at 4% or $14,258 at 6%.
2005110$72,904$17,846$1,785iApproximate average salary by contribution assumption: employee only about $44,615 at 4% or $29,743 at 6%; with 50% employer match about $29,743 at 4% or $19,829 at 6%; with 100% employer match about $22,308 at 4% or $14,872 at 6%.
The Bleakley Agency 401K Plan-10$72,904$17,846$1,785iApproximate average salary by contribution assumption: employee only about $44,615 at 4% or $29,743 at 6%; with 50% employer match about $29,743 at 4% or $19,829 at 6%; with 100% employer match about $22,308 at 4% or $14,872 at 6%.
200418$74,550$17,576$2,197iApproximate average salary by contribution assumption: employee only about $54,925 at 4% or $36,617 at 6%; with 50% employer match about $36,617 at 4% or $24,411 at 6%; with 100% employer match about $27,463 at 4% or $18,308 at 6%.
The Bleakley Agency 401K Plan-8$74,550$17,576$2,197iApproximate average salary by contribution assumption: employee only about $54,925 at 4% or $36,617 at 6%; with 50% employer match about $36,617 at 4% or $24,411 at 6%; with 100% employer match about $27,463 at 4% or $18,308 at 6%.
2003112$50,461$13,349$1,112iApproximate average salary by contribution assumption: employee only about $27,810 at 4% or $18,540 at 6%; with 50% employer match about $18,540 at 4% or $12,360 at 6%; with 100% employer match about $13,905 at 4% or $9,270 at 6%.
The Bleakley Agency 401K Plan-12$50,461$13,349$1,112iApproximate average salary by contribution assumption: employee only about $27,810 at 4% or $18,540 at 6%; with 50% employer match about $18,540 at 4% or $12,360 at 6%; with 100% employer match about $13,905 at 4% or $9,270 at 6%.
200219$36,779$12,813$1,424iApproximate average salary by contribution assumption: employee only about $35,592 at 4% or $23,728 at 6%; with 50% employer match about $23,728 at 4% or $15,819 at 6%; with 100% employer match about $17,796 at 4% or $11,864 at 6%.
The Bleakley Agency 401K Plan-9$36,779$12,813$1,424iApproximate average salary by contribution assumption: employee only about $35,592 at 4% or $23,728 at 6%; with 50% employer match about $23,728 at 4% or $15,819 at 6%; with 100% employer match about $17,796 at 4% or $11,864 at 6%.
200119$0$0-
The Bleakley Agency 401K Plan-9---
2000111$35,739$19,569$1,779iApproximate average salary by contribution assumption: employee only about $44,475 at 4% or $29,650 at 6%; with 50% employer match about $29,650 at 4% or $19,767 at 6%; with 100% employer match about $22,238 at 4% or $14,825 at 6%.
The Bleakley Agency 401K Plan-11$35,739$19,569$1,779iApproximate average salary by contribution assumption: employee only about $44,475 at 4% or $29,650 at 6%; with 50% employer match about $29,650 at 4% or $19,767 at 6%; with 100% employer match about $22,238 at 4% or $14,825 at 6%.
199918$16,751$15,851$1,981iApproximate average salary by contribution assumption: employee only about $49,534 at 4% or $33,023 at 6%; with 50% employer match about $33,023 at 4% or $22,015 at 6%; with 100% employer match about $24,767 at 4% or $16,511 at 6%.
The Bleakley Agency 401K Plan-8$16,751$15,851$1,981iApproximate average salary by contribution assumption: employee only about $49,534 at 4% or $33,023 at 6%; with 50% employer match about $33,023 at 4% or $22,015 at 6%; with 100% employer match about $24,767 at 4% or $16,511 at 6%.