Civic Intelligence

Balestreri, Pendleton & Potocki

Plan context: Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan

EIN 33-0487334 • San Diego, CA • 25 filings • 6 plans

9665 Chesapeake Dr Ste 305San Diego, CA 92123
Current Snapshot

Latest Year

2023

2023 Participants

24

2023 Assets

$3,577,792

2023 Contributions

$132,845

Historical Graphs

Total Assets Over Time

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

$4,978,398$2,489,199$0199920112022YearValue
$3,577,792Latest year 2022

Participants Over Time

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

38190199920112022YearValue
24Latest year 2022

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
202310$0$0-
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-0$0$0-
2022124$3,577,792$132,845$5,535iApproximate average salary by contribution assumption: employee only about $138,380 at 4% or $92,253 at 6%; with 50% employer match about $92,253 at 4% or $61,502 at 6%; with 100% employer match about $69,190 at 4% or $46,127 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-24$3,577,792$132,845$5,535iApproximate average salary by contribution assumption: employee only about $138,380 at 4% or $92,253 at 6%; with 50% employer match about $92,253 at 4% or $61,502 at 6%; with 100% employer match about $69,190 at 4% or $46,127 at 6%.
2021132$4,978,398$299,305$9,353iApproximate average salary by contribution assumption: employee only about $233,832 at 4% or $155,888 at 6%; with 50% employer match about $155,888 at 4% or $103,925 at 6%; with 100% employer match about $116,916 at 4% or $77,944 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-32$4,978,398$299,305$9,353iApproximate average salary by contribution assumption: employee only about $233,832 at 4% or $155,888 at 6%; with 50% employer match about $155,888 at 4% or $103,925 at 6%; with 100% employer match about $116,916 at 4% or $77,944 at 6%.
2020134$4,265,286$213,651$6,284iApproximate average salary by contribution assumption: employee only about $157,096 at 4% or $104,731 at 6%; with 50% employer match about $104,731 at 4% or $69,821 at 6%; with 100% employer match about $78,548 at 4% or $52,365 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-34$4,265,286$213,651$6,284iApproximate average salary by contribution assumption: employee only about $157,096 at 4% or $104,731 at 6%; with 50% employer match about $104,731 at 4% or $69,821 at 6%; with 100% employer match about $78,548 at 4% or $52,365 at 6%.
2019133$3,571,993$175,453$5,317iApproximate average salary by contribution assumption: employee only about $132,919 at 4% or $88,613 at 6%; with 50% employer match about $88,613 at 4% or $59,075 at 6%; with 100% employer match about $66,459 at 4% or $44,306 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-33$3,571,993$175,453$5,317iApproximate average salary by contribution assumption: employee only about $132,919 at 4% or $88,613 at 6%; with 50% employer match about $88,613 at 4% or $59,075 at 6%; with 100% employer match about $66,459 at 4% or $44,306 at 6%.
2018138$2,875,462$302,933$7,972iApproximate average salary by contribution assumption: employee only about $199,298 at 4% or $132,865 at 6%; with 50% employer match about $132,865 at 4% or $88,577 at 6%; with 100% employer match about $99,649 at 4% or $66,433 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-38$2,875,462$302,933$7,972iApproximate average salary by contribution assumption: employee only about $199,298 at 4% or $132,865 at 6%; with 50% employer match about $132,865 at 4% or $88,577 at 6%; with 100% employer match about $99,649 at 4% or $66,433 at 6%.
2017136$3,229,154$129,273$3,591iApproximate average salary by contribution assumption: employee only about $89,773 at 4% or $59,849 at 6%; with 50% employer match about $59,849 at 4% or $39,899 at 6%; with 100% employer match about $44,886 at 4% or $29,924 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-36$3,229,154$129,273$3,591iApproximate average salary by contribution assumption: employee only about $89,773 at 4% or $59,849 at 6%; with 50% employer match about $59,849 at 4% or $39,899 at 6%; with 100% employer match about $44,886 at 4% or $29,924 at 6%.
2016134$2,661,566$125,428$3,689iApproximate average salary by contribution assumption: employee only about $92,226 at 4% or $61,484 at 6%; with 50% employer match about $61,484 at 4% or $40,990 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-34$2,661,566$125,428$3,689iApproximate average salary by contribution assumption: employee only about $92,226 at 4% or $61,484 at 6%; with 50% employer match about $61,484 at 4% or $40,990 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%.
2015134$2,382,335$128,875$3,790iApproximate average salary by contribution assumption: employee only about $94,761 at 4% or $63,174 at 6%; with 50% employer match about $63,174 at 4% or $42,116 at 6%; with 100% employer match about $47,381 at 4% or $31,587 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-34$2,382,335$128,875$3,790iApproximate average salary by contribution assumption: employee only about $94,761 at 4% or $63,174 at 6%; with 50% employer match about $63,174 at 4% or $42,116 at 6%; with 100% employer match about $47,381 at 4% or $31,587 at 6%.
2014131$2,312,277$134,020$4,323iApproximate average salary by contribution assumption: employee only about $108,081 at 4% or $72,054 at 6%; with 50% employer match about $72,054 at 4% or $48,036 at 6%; with 100% employer match about $54,040 at 4% or $36,027 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-31$2,312,277$134,020$4,323iApproximate average salary by contribution assumption: employee only about $108,081 at 4% or $72,054 at 6%; with 50% employer match about $72,054 at 4% or $48,036 at 6%; with 100% employer match about $54,040 at 4% or $36,027 at 6%.
2013131$2,285,961$121,783$3,928iApproximate average salary by contribution assumption: employee only about $98,212 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,106 at 4% or $32,737 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-31$2,285,961$121,783$3,928iApproximate average salary by contribution assumption: employee only about $98,212 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,106 at 4% or $32,737 at 6%.
2012127$1,890,229$140,546$5,205iApproximate average salary by contribution assumption: employee only about $130,135 at 4% or $86,757 at 6%; with 50% employer match about $86,757 at 4% or $57,838 at 6%; with 100% employer match about $65,068 at 4% or $43,378 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-27$1,890,229$140,546$5,205iApproximate average salary by contribution assumption: employee only about $130,135 at 4% or $86,757 at 6%; with 50% employer match about $86,757 at 4% or $57,838 at 6%; with 100% employer match about $65,068 at 4% or $43,378 at 6%.
2011136$1,547,493$137,436$3,818iApproximate average salary by contribution assumption: employee only about $95,442 at 4% or $63,628 at 6%; with 50% employer match about $63,628 at 4% or $42,419 at 6%; with 100% employer match about $47,721 at 4% or $31,814 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-36$1,547,493$137,436$3,818iApproximate average salary by contribution assumption: employee only about $95,442 at 4% or $63,628 at 6%; with 50% employer match about $63,628 at 4% or $42,419 at 6%; with 100% employer match about $47,721 at 4% or $31,814 at 6%.
2010132$1,534,836$90,037$2,814iApproximate average salary by contribution assumption: employee only about $70,341 at 4% or $46,894 at 6%; with 50% employer match about $46,894 at 4% or $31,263 at 6%; with 100% employer match about $35,171 at 4% or $23,447 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-32$1,534,836$90,037$2,814iApproximate average salary by contribution assumption: employee only about $70,341 at 4% or $46,894 at 6%; with 50% employer match about $46,894 at 4% or $31,263 at 6%; with 100% employer match about $35,171 at 4% or $23,447 at 6%.
2009124$1,314,082$122,719$5,113iApproximate average salary by contribution assumption: employee only about $127,832 at 4% or $85,222 at 6%; with 50% employer match about $85,222 at 4% or $56,814 at 6%; with 100% employer match about $63,916 at 4% or $42,611 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-24$1,314,082$122,719$5,113iApproximate average salary by contribution assumption: employee only about $127,832 at 4% or $85,222 at 6%; with 50% employer match about $85,222 at 4% or $56,814 at 6%; with 100% employer match about $63,916 at 4% or $42,611 at 6%.
2008118$953,190$135,664$7,537iApproximate average salary by contribution assumption: employee only about $188,422 at 4% or $125,615 at 6%; with 50% employer match about $125,615 at 4% or $83,743 at 6%; with 100% employer match about $94,211 at 4% or $62,807 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-18$953,190$135,664$7,537iApproximate average salary by contribution assumption: employee only about $188,422 at 4% or $125,615 at 6%; with 50% employer match about $125,615 at 4% or $83,743 at 6%; with 100% employer match about $94,211 at 4% or $62,807 at 6%.
2007121$1,318,204$165,865$7,898iApproximate average salary by contribution assumption: employee only about $197,458 at 4% or $131,639 at 6%; with 50% employer match about $131,639 at 4% or $87,759 at 6%; with 100% employer match about $98,729 at 4% or $65,819 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-21$1,318,204$165,865$7,898iApproximate average salary by contribution assumption: employee only about $197,458 at 4% or $131,639 at 6%; with 50% employer match about $131,639 at 4% or $87,759 at 6%; with 100% employer match about $98,729 at 4% or $65,819 at 6%.
2006119$1,183,584$125,678$6,615iApproximate average salary by contribution assumption: employee only about $165,366 at 4% or $110,244 at 6%; with 50% employer match about $110,244 at 4% or $73,496 at 6%; with 100% employer match about $82,683 at 4% or $55,122 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-19$1,183,584$125,678$6,615iApproximate average salary by contribution assumption: employee only about $165,366 at 4% or $110,244 at 6%; with 50% employer match about $110,244 at 4% or $73,496 at 6%; with 100% employer match about $82,683 at 4% or $55,122 at 6%.
2005118$993,490$119,389$6,633iApproximate average salary by contribution assumption: employee only about $165,818 at 4% or $110,545 at 6%; with 50% employer match about $110,545 at 4% or $73,697 at 6%; with 100% employer match about $82,909 at 4% or $55,273 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-18$993,490$119,389$6,633iApproximate average salary by contribution assumption: employee only about $165,818 at 4% or $110,545 at 6%; with 50% employer match about $110,545 at 4% or $73,697 at 6%; with 100% employer match about $82,909 at 4% or $55,273 at 6%.
2004117$840,864$116,721$6,866iApproximate average salary by contribution assumption: employee only about $171,649 at 4% or $114,432 at 6%; with 50% employer match about $114,432 at 4% or $76,288 at 6%; with 100% employer match about $85,824 at 4% or $57,216 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-17$840,864$116,721$6,866iApproximate average salary by contribution assumption: employee only about $171,649 at 4% or $114,432 at 6%; with 50% employer match about $114,432 at 4% or $76,288 at 6%; with 100% employer match about $85,824 at 4% or $57,216 at 6%.
2003117$677,428$121,160$7,127iApproximate average salary by contribution assumption: employee only about $178,176 at 4% or $118,784 at 6%; with 50% employer match about $118,784 at 4% or $79,190 at 6%; with 100% employer match about $89,088 at 4% or $59,392 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-17$677,428$121,160$7,127iApproximate average salary by contribution assumption: employee only about $178,176 at 4% or $118,784 at 6%; with 50% employer match about $118,784 at 4% or $79,190 at 6%; with 100% employer match about $89,088 at 4% or $59,392 at 6%.
2002119$423,683$105,679$5,562iApproximate average salary by contribution assumption: employee only about $139,051 at 4% or $92,701 at 6%; with 50% employer match about $92,701 at 4% or $61,801 at 6%; with 100% employer match about $69,526 at 4% or $46,350 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-19$423,683$105,679$5,562iApproximate average salary by contribution assumption: employee only about $139,051 at 4% or $92,701 at 6%; with 50% employer match about $92,701 at 4% or $61,801 at 6%; with 100% employer match about $69,526 at 4% or $46,350 at 6%.
2001121$369,470$82,002$3,905iApproximate average salary by contribution assumption: employee only about $97,621 at 4% or $65,081 at 6%; with 50% employer match about $65,081 at 4% or $43,387 at 6%; with 100% employer match about $48,811 at 4% or $32,540 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-21$369,470$82,002$3,905iApproximate average salary by contribution assumption: employee only about $97,621 at 4% or $65,081 at 6%; with 50% employer match about $65,081 at 4% or $43,387 at 6%; with 100% employer match about $48,811 at 4% or $32,540 at 6%.
2000120$301,664$81,500$4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-20$301,664$81,500$4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%.
1999119$248,404$75,632$3,981iApproximate average salary by contribution assumption: employee only about $99,516 at 4% or $66,344 at 6%; with 50% employer match about $66,344 at 4% or $44,229 at 6%; with 100% employer match about $49,758 at 4% or $33,172 at 6%.
Balestreri, Pendleton & Potocki, a Law Corp. 401K Plan-19$248,404$75,632$3,981iApproximate average salary by contribution assumption: employee only about $99,516 at 4% or $66,344 at 6%; with 50% employer match about $66,344 at 4% or $44,229 at 6%; with 100% employer match about $49,758 at 4% or $33,172 at 6%.