Civic Intelligence

STEP 1 DEZIGNS

Plan context: STEP 1 DEZIGNS CASH BALANCE PLAN

EIN 33-0701069 • Costa Mesa, CA • 8 filings • 2 plans

630 Terminal WayCosta Mesa, CA 92627
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,641,407

2025 Contributions

$303,479

Historical Graphs

Total Assets Over Time

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

$1,641,407$820,704$0202220242025YearValue
$1,641,407Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest 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
202525$1,641,407$303,479$60,696iApproximate average salary by contribution assumption: employee only about $1,517,395 at 4% or $1,011,597 at 6%; with 50% employer match about $1,011,597 at 4% or $674,398 at 6%; with 100% employer match about $758,698 at 4% or $505,798 at 6%.
STEP 1 DEZIGNS CASH BALANCE PLAN-5$1,253,378$235,907$47,181iApproximate average salary by contribution assumption: employee only about $1,179,535 at 4% or $786,357 at 6%; with 50% employer match about $786,357 at 4% or $524,238 at 6%; with 100% employer match about $589,768 at 4% or $393,178 at 6%.
STEP 1 DEZIGNS PROFIT SHARING PLAN-5$388,029$67,572$13,514iApproximate average salary by contribution assumption: employee only about $337,860 at 4% or $225,240 at 6%; with 50% employer match about $225,240 at 4% or $150,160 at 6%; with 100% employer match about $168,930 at 4% or $112,620 at 6%.
202425$1,156,065$313,378$62,676iApproximate average salary by contribution assumption: employee only about $1,566,890 at 4% or $1,044,593 at 6%; with 50% employer match about $1,044,593 at 4% or $696,396 at 6%; with 100% employer match about $783,445 at 4% or $522,297 at 6%.
STEP 1 DEZIGNS CASH BALANCE PLAN-5$893,738$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
STEP 1 DEZIGNS PROFIT SHARING PLAN-5$262,327$63,378$12,676iApproximate average salary by contribution assumption: employee only about $316,890 at 4% or $211,260 at 6%; with 50% employer match about $211,260 at 4% or $140,840 at 6%; with 100% employer match about $158,445 at 4% or $105,630 at 6%.
202325$783,046$297,347$59,469iApproximate average salary by contribution assumption: employee only about $1,486,735 at 4% or $991,157 at 6%; with 50% employer match about $991,157 at 4% or $660,771 at 6%; with 100% employer match about $743,368 at 4% or $495,578 at 6%.
STEP 1 DEZIGNS CASH BALANCE PLAN-5$603,493$269,529$53,906iApproximate average salary by contribution assumption: employee only about $1,347,645 at 4% or $898,430 at 6%; with 50% employer match about $898,430 at 4% or $598,953 at 6%; with 100% employer match about $673,823 at 4% or $449,215 at 6%.
STEP 1 DEZIGNS PROFIT SHARING PLAN-5$179,553$27,818$5,564iApproximate average salary by contribution assumption: employee only about $139,090 at 4% or $92,727 at 6%; with 50% employer match about $92,727 at 4% or $61,818 at 6%; with 100% employer match about $69,545 at 4% or $46,363 at 6%.
202225$300,000$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
STEP 1 DEZIGNS CASH BALANCE PLAN-5$264,344$264,344$52,869iApproximate average salary by contribution assumption: employee only about $1,321,720 at 4% or $881,147 at 6%; with 50% employer match about $881,147 at 4% or $587,431 at 6%; with 100% employer match about $660,860 at 4% or $440,573 at 6%.
STEP 1 DEZIGNS PROFIT SHARING PLAN-5$35,656$35,656$7,131iApproximate average salary by contribution assumption: employee only about $178,280 at 4% or $118,853 at 6%; with 50% employer match about $118,853 at 4% or $79,236 at 6%; with 100% employer match about $89,140 at 4% or $59,427 at 6%.