Civic Intelligence

Access Financial Resources

Plan context: ACCESS FINANCIAL RESOURCES, INC. DEFINED BENEFIT PENSION PLAN

EIN 33-0733797 • Mission Viejo, CA • 16 filings • 6 plans

22471 LabruscaMission Viejo, CA 92692
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,515,730

2017 Contributions

$276,091

Historical Graphs

Total Assets Over Time

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

$1,515,730$757,865$0200620132017YearValue
$1,515,730Latest year 2017

Participants Over Time

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

320200620112017YearValue
1Latest year 2017

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
201721$1,515,730$276,091$276,091iApproximate average salary by contribution assumption: employee only about $6,902,275 at 4% or $4,601,517 at 6%; with 50% employer match about $4,601,517 at 4% or $3,067,678 at 6%; with 100% employer match about $3,451,138 at 4% or $2,300,758 at 6%.
ACCESS FINANCIAL RESOURCES, INC. DEFINED BENEFIT PENSION PLAN-1$994,427$248,000$248,000iApproximate average salary by contribution assumption: employee only about $6,200,000 at 4% or $4,133,333 at 6%; with 50% employer match about $4,133,333 at 4% or $2,755,556 at 6%; with 100% employer match about $3,100,000 at 4% or $2,066,667 at 6%.
ACCESS FINANCIAL RESOURCES, INC. 401(K) PROFIT SHARING PLAN-1$521,303$28,091$28,091iApproximate average salary by contribution assumption: employee only about $702,275 at 4% or $468,183 at 6%; with 50% employer match about $468,183 at 4% or $312,122 at 6%; with 100% employer match about $351,138 at 4% or $234,092 at 6%.
201621$1,148,323$349,000$349,000iApproximate average salary by contribution assumption: employee only about $8,725,000 at 4% or $5,816,667 at 6%; with 50% employer match about $5,816,667 at 4% or $3,877,778 at 6%; with 100% employer match about $4,362,500 at 4% or $2,908,333 at 6%.
ACCESS FINANCIAL RESOURCES, INC DEFINED BENEFIT PENSION PLAN-1$672,742$304,250$304,250iApproximate average salary by contribution assumption: employee only about $7,606,250 at 4% or $5,070,833 at 6%; with 50% employer match about $5,070,833 at 4% or $3,380,556 at 6%; with 100% employer match about $3,803,125 at 4% or $2,535,417 at 6%.
ACCESS FINANCIAL RESOURCES, INC 401(K) PLAN-1$475,581$44,750$44,750iApproximate average salary by contribution assumption: employee only about $1,118,750 at 4% or $745,833 at 6%; with 50% employer match about $745,833 at 4% or $497,222 at 6%; with 100% employer match about $559,375 at 4% or $372,917 at 6%.
201523$776,852$238,520$79,507iApproximate average salary by contribution assumption: employee only about $1,987,667 at 4% or $1,325,111 at 6%; with 50% employer match about $1,325,111 at 4% or $883,407 at 6%; with 100% employer match about $993,833 at 4% or $662,556 at 6%.
ACCESS FINANCIAL RESOURCES, INC 401(K) PLAN-3$411,236$63,520$21,173iApproximate average salary by contribution assumption: employee only about $529,333 at 4% or $352,889 at 6%; with 50% employer match about $352,889 at 4% or $235,259 at 6%; with 100% employer match about $264,667 at 4% or $176,444 at 6%.
ACCESS FINANCIAL RESOURCES, INC DEFINED BENEFIT PENSION PLAN-3$365,616$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
201423$510,608$255,136$85,045iApproximate average salary by contribution assumption: employee only about $2,126,133 at 4% or $1,417,422 at 6%; with 50% employer match about $1,417,422 at 4% or $944,948 at 6%; with 100% employer match about $1,063,067 at 4% or $708,711 at 6%.
ACCESS FINANCIAL RESOURCES, INC 401(K) PLAN-3$324,918$69,446$23,149iApproximate average salary by contribution assumption: employee only about $578,717 at 4% or $385,811 at 6%; with 50% employer match about $385,811 at 4% or $257,207 at 6%; with 100% employer match about $289,358 at 4% or $192,906 at 6%.
ACCESS FINANCIAL RESOURCES, INC DEFINED BENEFIT PENSION PLAN-3$185,690$185,690$61,897iApproximate average salary by contribution assumption: employee only about $1,547,417 at 4% or $1,031,611 at 6%; with 50% employer match about $1,031,611 at 4% or $687,741 at 6%; with 100% employer match about $773,708 at 4% or $515,806 at 6%.
201312$243,170$28,409$14,205iApproximate average salary by contribution assumption: employee only about $355,113 at 4% or $236,742 at 6%; with 50% employer match about $236,742 at 4% or $157,828 at 6%; with 100% employer match about $177,556 at 4% or $118,371 at 6%.
ACCESS FINANCIAL RESOURCES, INC 401(K) PLAN-2$243,170$28,409$14,205iApproximate average salary by contribution assumption: employee only about $355,113 at 4% or $236,742 at 6%; with 50% employer match about $236,742 at 4% or $157,828 at 6%; with 100% employer match about $177,556 at 4% or $118,371 at 6%.
201210$0$3,017-
Access Financial Resources Retirement Plan-0$0$3,017-
201112$171,529$23,315$11,658iApproximate average salary by contribution assumption: employee only about $291,438 at 4% or $194,292 at 6%; with 50% employer match about $194,292 at 4% or $129,528 at 6%; with 100% employer match about $145,719 at 4% or $97,146 at 6%.
Access Financial Resources Retirement Plan-2$171,529$23,315$11,658iApproximate average salary by contribution assumption: employee only about $291,438 at 4% or $194,292 at 6%; with 50% employer match about $194,292 at 4% or $129,528 at 6%; with 100% employer match about $145,719 at 4% or $97,146 at 6%.
201012$153,504$28,696$14,348iApproximate average salary by contribution assumption: employee only about $358,700 at 4% or $239,133 at 6%; with 50% employer match about $239,133 at 4% or $159,422 at 6%; with 100% employer match about $179,350 at 4% or $119,567 at 6%.
Access Financial Resources Retirement Plan-2$153,504$28,696$14,348iApproximate average salary by contribution assumption: employee only about $358,700 at 4% or $239,133 at 6%; with 50% employer match about $239,133 at 4% or $159,422 at 6%; with 100% employer match about $179,350 at 4% or $119,567 at 6%.
200912$124,283$33,274$16,637iApproximate average salary by contribution assumption: employee only about $415,925 at 4% or $277,283 at 6%; with 50% employer match about $277,283 at 4% or $184,856 at 6%; with 100% employer match about $207,963 at 4% or $138,642 at 6%.
Access Financial Resources Retirement Plan-2$124,283$33,274$16,637iApproximate average salary by contribution assumption: employee only about $415,925 at 4% or $277,283 at 6%; with 50% employer match about $277,283 at 4% or $184,856 at 6%; with 100% employer match about $207,963 at 4% or $138,642 at 6%.
200812$86,378$31,739$15,870iApproximate average salary by contribution assumption: employee only about $396,738 at 4% or $264,492 at 6%; with 50% employer match about $264,492 at 4% or $176,328 at 6%; with 100% employer match about $198,369 at 4% or $132,246 at 6%.
Access Financial Resources Retirement Plan-2$86,378$31,739$15,870iApproximate average salary by contribution assumption: employee only about $396,738 at 4% or $264,492 at 6%; with 50% employer match about $264,492 at 4% or $176,328 at 6%; with 100% employer match about $198,369 at 4% or $132,246 at 6%.
200712$0$0-
Access Financial Resources Retirement Plan-2---
200612$19,279$19,237$9,619iApproximate average salary by contribution assumption: employee only about $240,463 at 4% or $160,308 at 6%; with 50% employer match about $160,308 at 4% or $106,872 at 6%; with 100% employer match about $120,231 at 4% or $80,154 at 6%.
Access Financial Resources Retirement Plan-2$19,279$19,237$9,619iApproximate average salary by contribution assumption: employee only about $240,463 at 4% or $160,308 at 6%; with 50% employer match about $160,308 at 4% or $106,872 at 6%; with 100% employer match about $120,231 at 4% or $80,154 at 6%.