Civic Intelligence

Jeffrey C. Fritz, Apc

Plan context: Basie & Fritz 401(K) Plan

EIN 33-0622189 • San Diego, CA • 8 filings • 2 plans

3638 Camino Del Rio North, Ste 280San Diego, CA 92108
Current Snapshot

Latest Year

2018

2018 Participants

15

2018 Assets

$906,184

2018 Contributions

$39,836

Historical Graphs

Total Assets Over Time

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

$1,013,442$506,721$0201220152018YearValue
$906,184Latest year 2018

Participants Over Time

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

23120201220152018YearValue
15Latest year 2018

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
2018215$906,184$39,836$2,656iApproximate average salary by contribution assumption: employee only about $66,393 at 4% or $44,262 at 6%; with 50% employer match about $44,262 at 4% or $29,508 at 6%; with 100% employer match about $33,197 at 4% or $22,131 at 6%.
Basie & Fritz 401(K) Plan-15$906,184$39,836$2,656iApproximate average salary by contribution assumption: employee only about $66,393 at 4% or $44,262 at 6%; with 50% employer match about $44,262 at 4% or $29,508 at 6%; with 100% employer match about $33,197 at 4% or $22,131 at 6%.
Basie & Fritz 401(K) Plan-0$0--
2017118$1,013,442$40,371$2,243iApproximate average salary by contribution assumption: employee only about $56,071 at 4% or $37,381 at 6%; with 50% employer match about $37,381 at 4% or $24,920 at 6%; with 100% employer match about $28,035 at 4% or $18,690 at 6%.
Basie & Fritz 401(K) Plan-18$1,013,442$40,371$2,243iApproximate average salary by contribution assumption: employee only about $56,071 at 4% or $37,381 at 6%; with 50% employer match about $37,381 at 4% or $24,920 at 6%; with 100% employer match about $28,035 at 4% or $18,690 at 6%.
2016121$878,853$41,131$1,959iApproximate average salary by contribution assumption: employee only about $48,965 at 4% or $32,644 at 6%; with 50% employer match about $32,644 at 4% or $21,762 at 6%; with 100% employer match about $24,483 at 4% or $16,322 at 6%.
Basie & Fritz 401(K) Plan-21$878,853$41,131$1,959iApproximate average salary by contribution assumption: employee only about $48,965 at 4% or $32,644 at 6%; with 50% employer match about $32,644 at 4% or $21,762 at 6%; with 100% employer match about $24,483 at 4% or $16,322 at 6%.
2015121$789,912$43,450$2,069iApproximate average salary by contribution assumption: employee only about $51,726 at 4% or $34,484 at 6%; with 50% employer match about $34,484 at 4% or $22,989 at 6%; with 100% employer match about $25,863 at 4% or $17,242 at 6%.
Basie & Fritz 401(K) Plan-21$789,912$43,450$2,069iApproximate average salary by contribution assumption: employee only about $51,726 at 4% or $34,484 at 6%; with 50% employer match about $34,484 at 4% or $22,989 at 6%; with 100% employer match about $25,863 at 4% or $17,242 at 6%.
2014122$767,381$42,622$1,937iApproximate average salary by contribution assumption: employee only about $48,434 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 $16,145 at 6%.
Basie & Fritz 401(K) Plan-22$767,381$42,622$1,937iApproximate average salary by contribution assumption: employee only about $48,434 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 $16,145 at 6%.
2013123$711,636$205,844$8,950iApproximate average salary by contribution assumption: employee only about $223,743 at 4% or $149,162 at 6%; with 50% employer match about $149,162 at 4% or $99,442 at 6%; with 100% employer match about $111,872 at 4% or $74,581 at 6%.
Basie & Fritz 401(K) Plan-23$711,636$205,844$8,950iApproximate average salary by contribution assumption: employee only about $223,743 at 4% or $149,162 at 6%; with 50% employer match about $149,162 at 4% or $99,442 at 6%; with 100% employer match about $111,872 at 4% or $74,581 at 6%.
2012123$405,436$43,370$1,886iApproximate average salary by contribution assumption: employee only about $47,141 at 4% or $31,428 at 6%; with 50% employer match about $31,428 at 4% or $20,952 at 6%; with 100% employer match about $23,571 at 4% or $15,714 at 6%.
Basie & Fritz 401(K) Plan-23$405,436$43,370$1,886iApproximate average salary by contribution assumption: employee only about $47,141 at 4% or $31,428 at 6%; with 50% employer match about $31,428 at 4% or $20,952 at 6%; with 100% employer match about $23,571 at 4% or $15,714 at 6%.