Civic Intelligence

Bert L. Howe & Associates Inc.

Plan context: Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan

EIN 33-0647183 • Anaheim, CA • 26 filings • 4 plans

5415 E LA Palma AveAnaheim, CA 92807-2022
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$8,222,470

2025 Contributions

$439,003

Historical Graphs

Total Assets Over Time

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

$8,222,470$4,111,235$0199920142025YearValue
$8,222,470Latest year 2025

Participants Over Time

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

62310199920132025YearValue
39Latest year 2025

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
2025139$8,222,470$439,003$11,256iApproximate average salary by contribution assumption: employee only about $281,412 at 4% or $187,608 at 6%; with 50% employer match about $187,608 at 4% or $125,072 at 6%; with 100% employer match about $140,706 at 4% or $93,804 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-39$8,222,470$439,003$11,256iApproximate average salary by contribution assumption: employee only about $281,412 at 4% or $187,608 at 6%; with 50% employer match about $187,608 at 4% or $125,072 at 6%; with 100% employer match about $140,706 at 4% or $93,804 at 6%.
2024139$7,019,230$386,595$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,212 at 6%; with 50% employer match about $165,212 at 4% or $110,141 at 6%; with 100% employer match about $123,909 at 4% or $82,606 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-39$7,019,230$386,595$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,212 at 6%; with 50% employer match about $165,212 at 4% or $110,141 at 6%; with 100% employer match about $123,909 at 4% or $82,606 at 6%.
2023138$6,102,648$297,926$7,840iApproximate average salary by contribution assumption: employee only about $196,004 at 4% or $130,669 at 6%; with 50% employer match about $130,669 at 4% or $87,113 at 6%; with 100% employer match about $98,002 at 4% or $65,335 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-38$6,102,648$297,926$7,840iApproximate average salary by contribution assumption: employee only about $196,004 at 4% or $130,669 at 6%; with 50% employer match about $130,669 at 4% or $87,113 at 6%; with 100% employer match about $98,002 at 4% or $65,335 at 6%.
2022138$5,173,178$262,443$6,906iApproximate average salary by contribution assumption: employee only about $172,660 at 4% or $115,107 at 6%; with 50% employer match about $115,107 at 4% or $76,738 at 6%; with 100% employer match about $86,330 at 4% or $57,553 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-38$5,173,178$262,443$6,906iApproximate average salary by contribution assumption: employee only about $172,660 at 4% or $115,107 at 6%; with 50% employer match about $115,107 at 4% or $76,738 at 6%; with 100% employer match about $86,330 at 4% or $57,553 at 6%.
2021138$5,509,263$238,307$6,271iApproximate average salary by contribution assumption: employee only about $156,781 at 4% or $104,521 at 6%; with 50% employer match about $104,521 at 4% or $69,680 at 6%; with 100% employer match about $78,390 at 4% or $52,260 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-38$5,509,263$238,307$6,271iApproximate average salary by contribution assumption: employee only about $156,781 at 4% or $104,521 at 6%; with 50% employer match about $104,521 at 4% or $69,680 at 6%; with 100% employer match about $78,390 at 4% or $52,260 at 6%.
2020129$5,202,534$263,854$9,098iApproximate average salary by contribution assumption: employee only about $227,460 at 4% or $151,640 at 6%; with 50% employer match about $151,640 at 4% or $101,093 at 6%; with 100% employer match about $113,730 at 4% or $75,820 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-29$5,202,534$263,854$9,098iApproximate average salary by contribution assumption: employee only about $227,460 at 4% or $151,640 at 6%; with 50% employer match about $151,640 at 4% or $101,093 at 6%; with 100% employer match about $113,730 at 4% or $75,820 at 6%.
2019147$5,215,192$296,912$6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-47$5,215,192$296,912$6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
2018158$4,387,479$292,728$5,047iApproximate average salary by contribution assumption: employee only about $126,176 at 4% or $84,117 at 6%; with 50% employer match about $84,117 at 4% or $56,078 at 6%; with 100% employer match about $63,088 at 4% or $42,059 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-58$4,387,479$292,728$5,047iApproximate average salary by contribution assumption: employee only about $126,176 at 4% or $84,117 at 6%; with 50% employer match about $84,117 at 4% or $56,078 at 6%; with 100% employer match about $63,088 at 4% or $42,059 at 6%.
2017162$4,451,802$252,134$4,067iApproximate average salary by contribution assumption: employee only about $101,667 at 4% or $67,778 at 6%; with 50% employer match about $67,778 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-62$4,451,802$252,134$4,067iApproximate average salary by contribution assumption: employee only about $101,667 at 4% or $67,778 at 6%; with 50% employer match about $67,778 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%.
2016142$4,029,187$232,652$5,539iApproximate average salary by contribution assumption: employee only about $138,483 at 4% or $92,322 at 6%; with 50% employer match about $92,322 at 4% or $61,548 at 6%; with 100% employer match about $69,242 at 4% or $46,161 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-42$4,029,187$232,652$5,539iApproximate average salary by contribution assumption: employee only about $138,483 at 4% or $92,322 at 6%; with 50% employer match about $92,322 at 4% or $61,548 at 6%; with 100% employer match about $69,242 at 4% or $46,161 at 6%.
2015145$3,798,993$266,003$5,911iApproximate average salary by contribution assumption: employee only about $147,779 at 4% or $98,520 at 6%; with 50% employer match about $98,520 at 4% or $65,680 at 6%; with 100% employer match about $73,890 at 4% or $49,260 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-45$3,798,993$266,003$5,911iApproximate average salary by contribution assumption: employee only about $147,779 at 4% or $98,520 at 6%; with 50% employer match about $98,520 at 4% or $65,680 at 6%; with 100% employer match about $73,890 at 4% or $49,260 at 6%.
2014160$3,779,778$248,143$4,136iApproximate average salary by contribution assumption: employee only about $103,393 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,952 at 6%; with 100% employer match about $51,696 at 4% or $34,464 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-60$3,779,778$248,143$4,136iApproximate average salary by contribution assumption: employee only about $103,393 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,952 at 6%; with 100% employer match about $51,696 at 4% or $34,464 at 6%.
2013154$3,646,837$205,223$3,800iApproximate average salary by contribution assumption: employee only about $95,011 at 4% or $63,340 at 6%; with 50% employer match about $63,340 at 4% or $42,227 at 6%; with 100% employer match about $47,505 at 4% or $31,670 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-54$3,646,837$205,223$3,800iApproximate average salary by contribution assumption: employee only about $95,011 at 4% or $63,340 at 6%; with 50% employer match about $63,340 at 4% or $42,227 at 6%; with 100% employer match about $47,505 at 4% or $31,670 at 6%.
2012159$3,420,844$208,164$3,528iApproximate average salary by contribution assumption: employee only about $88,205 at 4% or $58,803 at 6%; with 50% employer match about $58,803 at 4% or $39,202 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-59$3,420,844$208,164$3,528iApproximate average salary by contribution assumption: employee only about $88,205 at 4% or $58,803 at 6%; with 50% employer match about $58,803 at 4% or $39,202 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%.
2011145$3,142,039$222,940$4,954iApproximate average salary by contribution assumption: employee only about $123,856 at 4% or $82,570 at 6%; with 50% employer match about $82,570 at 4% or $55,047 at 6%; with 100% employer match about $61,928 at 4% or $41,285 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-45$3,142,039$222,940$4,954iApproximate average salary by contribution assumption: employee only about $123,856 at 4% or $82,570 at 6%; with 50% employer match about $82,570 at 4% or $55,047 at 6%; with 100% employer match about $61,928 at 4% or $41,285 at 6%.
2010149$3,664,832$328,030$6,694iApproximate average salary by contribution assumption: employee only about $167,362 at 4% or $111,575 at 6%; with 50% employer match about $111,575 at 4% or $74,383 at 6%; with 100% employer match about $83,681 at 4% or $55,787 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-49$3,664,832$328,030$6,694iApproximate average salary by contribution assumption: employee only about $167,362 at 4% or $111,575 at 6%; with 50% employer match about $111,575 at 4% or $74,383 at 6%; with 100% employer match about $83,681 at 4% or $55,787 at 6%.
2009140$3,432,670$296,870$7,422iApproximate average salary by contribution assumption: employee only about $185,544 at 4% or $123,696 at 6%; with 50% employer match about $123,696 at 4% or $82,464 at 6%; with 100% employer match about $92,772 at 4% or $61,848 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-40$3,432,670$296,870$7,422iApproximate average salary by contribution assumption: employee only about $185,544 at 4% or $123,696 at 6%; with 50% employer match about $123,696 at 4% or $82,464 at 6%; with 100% employer match about $92,772 at 4% or $61,848 at 6%.
2008142$0$0-
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-42---
2007144$0$0-
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-44---
2006147$2,740,916$528,661$11,248iApproximate average salary by contribution assumption: employee only about $281,203 at 4% or $187,468 at 6%; with 50% employer match about $187,468 at 4% or $124,979 at 6%; with 100% employer match about $140,601 at 4% or $93,734 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-47$2,740,916$528,661$11,248iApproximate average salary by contribution assumption: employee only about $281,203 at 4% or $187,468 at 6%; with 50% employer match about $187,468 at 4% or $124,979 at 6%; with 100% employer match about $140,601 at 4% or $93,734 at 6%.
2005142$2,127,042$185,529$4,417iApproximate average salary by contribution assumption: employee only about $110,434 at 4% or $73,623 at 6%; with 50% employer match about $73,623 at 4% or $49,082 at 6%; with 100% employer match about $55,217 at 4% or $36,811 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-42$2,127,042$185,529$4,417iApproximate average salary by contribution assumption: employee only about $110,434 at 4% or $73,623 at 6%; with 50% employer match about $73,623 at 4% or $49,082 at 6%; with 100% employer match about $55,217 at 4% or $36,811 at 6%.
2004146$1,902,154$266,942$5,803iApproximate average salary by contribution assumption: employee only about $145,077 at 4% or $96,718 at 6%; with 50% employer match about $96,718 at 4% or $64,479 at 6%; with 100% employer match about $72,539 at 4% or $48,359 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-46$1,902,154$266,942$5,803iApproximate average salary by contribution assumption: employee only about $145,077 at 4% or $96,718 at 6%; with 50% employer match about $96,718 at 4% or $64,479 at 6%; with 100% employer match about $72,539 at 4% or $48,359 at 6%.
2003144$1,544,356$275,599$6,264iApproximate average salary by contribution assumption: employee only about $156,590 at 4% or $104,394 at 6%; with 50% employer match about $104,394 at 4% or $69,596 at 6%; with 100% employer match about $78,295 at 4% or $52,197 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-44$1,544,356$275,599$6,264iApproximate average salary by contribution assumption: employee only about $156,590 at 4% or $104,394 at 6%; with 50% employer match about $104,394 at 4% or $69,596 at 6%; with 100% employer match about $78,295 at 4% or $52,197 at 6%.
2002139$1,133,039$249,365$6,394iApproximate average salary by contribution assumption: employee only about $159,849 at 4% or $106,566 at 6%; with 50% employer match about $106,566 at 4% or $71,044 at 6%; with 100% employer match about $79,925 at 4% or $53,283 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-39$1,133,039$249,365$6,394iApproximate average salary by contribution assumption: employee only about $159,849 at 4% or $106,566 at 6%; with 50% employer match about $106,566 at 4% or $71,044 at 6%; with 100% employer match about $79,925 at 4% or $53,283 at 6%.
2001139$0$0-
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-39---
1999138$651,043$166,496$4,381iApproximate average salary by contribution assumption: employee only about $109,537 at 4% or $73,025 at 6%; with 50% employer match about $73,025 at 4% or $48,683 at 6%; with 100% employer match about $54,768 at 4% or $36,512 at 6%.
Bert L. Howe & Associates Inc. 401(K) Profit Sharing Plan-38$651,043$166,496$4,381iApproximate average salary by contribution assumption: employee only about $109,537 at 4% or $73,025 at 6%; with 50% employer match about $73,025 at 4% or $48,683 at 6%; with 100% employer match about $54,768 at 4% or $36,512 at 6%.