Means & Associates LLC
Plan context: Means & Associates 401K Plan
EIN 33-0802604 • San Diego, CA • 21 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$2,740,022
2019 Contributions
$183,538
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $2,740,022 | $0 | - |
| Means & Associates 401K Plan | - | 2 | $2,740,022 | $0 | - |
| 2018 | 1 | 2 | $1,607,882 | $0 | - |
| Means & Associates 401K Plan | - | 2 | $1,607,882 | - | - |
| 2017 | 1 | 2 | $1,747,179 | $0 | - |
| Means & Associates 401K Plan | - | 2 | $1,747,179 | - | - |
| 2016 | 1 | 5 | $2,217,327 | $183,538 | $36,708iApproximate average salary by contribution assumption: employee only about $917,690 at 4% or $611,793 at 6%; with 50% employer match about $611,793 at 4% or $407,862 at 6%; with 100% employer match about $458,845 at 4% or $305,897 at 6%. |
| Means & Associates 401K Plan | - | 5 | $2,217,327 | $183,538 | $36,708iApproximate average salary by contribution assumption: employee only about $917,690 at 4% or $611,793 at 6%; with 50% employer match about $611,793 at 4% or $407,862 at 6%; with 100% employer match about $458,845 at 4% or $305,897 at 6%. |
| 2015 | 1 | 22 | $3,681,424 | $293,400 | $13,336iApproximate average salary by contribution assumption: employee only about $333,409 at 4% or $222,273 at 6%; with 50% employer match about $222,273 at 4% or $148,182 at 6%; with 100% employer match about $166,705 at 4% or $111,136 at 6%. |
| Means & Associates 401K Plan | - | 22 | $3,681,424 | $293,400 | $13,336iApproximate average salary by contribution assumption: employee only about $333,409 at 4% or $222,273 at 6%; with 50% employer match about $222,273 at 4% or $148,182 at 6%; with 100% employer match about $166,705 at 4% or $111,136 at 6%. |
| 2014 | 1 | 21 | $3,855,088 | $210,695 | $10,033iApproximate average salary by contribution assumption: employee only about $250,827 at 4% or $167,218 at 6%; with 50% employer match about $167,218 at 4% or $111,479 at 6%; with 100% employer match about $125,414 at 4% or $83,609 at 6%. |
| Means & Associates 401K Plan | - | 21 | $3,855,088 | $210,695 | $10,033iApproximate average salary by contribution assumption: employee only about $250,827 at 4% or $167,218 at 6%; with 50% employer match about $167,218 at 4% or $111,479 at 6%; with 100% employer match about $125,414 at 4% or $83,609 at 6%. |
| 2013 | 1 | 20 | $3,742,311 | $213,830 | $10,692iApproximate average salary by contribution assumption: employee only about $267,288 at 4% or $178,192 at 6%; with 50% employer match about $178,192 at 4% or $118,794 at 6%; with 100% employer match about $133,644 at 4% or $89,096 at 6%. |
| Means & Associates 401K Plan | - | 20 | $3,742,311 | $213,830 | $10,692iApproximate average salary by contribution assumption: employee only about $267,288 at 4% or $178,192 at 6%; with 50% employer match about $178,192 at 4% or $118,794 at 6%; with 100% employer match about $133,644 at 4% or $89,096 at 6%. |
| 2012 | 1 | 19 | $3,115,373 | $345,487 | $18,184iApproximate average salary by contribution assumption: employee only about $454,588 at 4% or $303,059 at 6%; with 50% employer match about $303,059 at 4% or $202,039 at 6%; with 100% employer match about $227,294 at 4% or $151,529 at 6%. |
| Means & Associates 401K Plan | - | 19 | $3,115,373 | $345,487 | $18,184iApproximate average salary by contribution assumption: employee only about $454,588 at 4% or $303,059 at 6%; with 50% employer match about $303,059 at 4% or $202,039 at 6%; with 100% employer match about $227,294 at 4% or $151,529 at 6%. |
| 2011 | 1 | 20 | $2,659,781 | $231,638 | $11,582iApproximate average salary by contribution assumption: employee only about $289,548 at 4% or $193,032 at 6%; with 50% employer match about $193,032 at 4% or $128,688 at 6%; with 100% employer match about $144,774 at 4% or $96,516 at 6%. |
| Means & Associates 401K Plan | - | 20 | $2,659,781 | $231,638 | $11,582iApproximate average salary by contribution assumption: employee only about $289,548 at 4% or $193,032 at 6%; with 50% employer match about $193,032 at 4% or $128,688 at 6%; with 100% employer match about $144,774 at 4% or $96,516 at 6%. |
| 2010 | 1 | 20 | $2,552,617 | $217,866 | $10,893iApproximate average salary by contribution assumption: employee only about $272,333 at 4% or $181,555 at 6%; with 50% employer match about $181,555 at 4% or $121,037 at 6%; with 100% employer match about $136,166 at 4% or $90,778 at 6%. |
| Means & Associates 401K Plan | - | 20 | $2,552,617 | $217,866 | $10,893iApproximate average salary by contribution assumption: employee only about $272,333 at 4% or $181,555 at 6%; with 50% employer match about $181,555 at 4% or $121,037 at 6%; with 100% employer match about $136,166 at 4% or $90,778 at 6%. |
| 2009 | 1 | 20 | $2,213,744 | $248,536 | $12,427iApproximate average salary by contribution assumption: employee only about $310,670 at 4% or $207,113 at 6%; with 50% employer match about $207,113 at 4% or $138,076 at 6%; with 100% employer match about $155,335 at 4% or $103,557 at 6%. |
| Means & Associates 401K Plan | - | 20 | $2,213,744 | $248,536 | $12,427iApproximate average salary by contribution assumption: employee only about $310,670 at 4% or $207,113 at 6%; with 50% employer match about $207,113 at 4% or $138,076 at 6%; with 100% employer match about $155,335 at 4% or $103,557 at 6%. |
| 2008 | 1 | 19 | $1,684,566 | $433,877 | $22,836iApproximate average salary by contribution assumption: employee only about $570,891 at 4% or $380,594 at 6%; with 50% employer match about $380,594 at 4% or $253,729 at 6%; with 100% employer match about $285,445 at 4% or $190,297 at 6%. |
| Means & Associates 401K Plan | - | 19 | $1,684,566 | $433,877 | $22,836iApproximate average salary by contribution assumption: employee only about $570,891 at 4% or $380,594 at 6%; with 50% employer match about $380,594 at 4% or $253,729 at 6%; with 100% employer match about $285,445 at 4% or $190,297 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Means & Associates 401K Plan | - | 17 | - | - | - |
| 2006 | 1 | 16 | $1,447,144 | $335,696 | $20,981iApproximate average salary by contribution assumption: employee only about $524,525 at 4% or $349,683 at 6%; with 50% employer match about $349,683 at 4% or $233,122 at 6%; with 100% employer match about $262,263 at 4% or $174,842 at 6%. |
| Means & Associates 401K Plan | - | 16 | $1,447,144 | $335,696 | $20,981iApproximate average salary by contribution assumption: employee only about $524,525 at 4% or $349,683 at 6%; with 50% employer match about $349,683 at 4% or $233,122 at 6%; with 100% employer match about $262,263 at 4% or $174,842 at 6%. |
| 2005 | 1 | 14 | $1,003,540 | $182,002 | $13,000iApproximate average salary by contribution assumption: employee only about $325,004 at 4% or $216,669 at 6%; with 50% employer match about $216,669 at 4% or $144,446 at 6%; with 100% employer match about $162,502 at 4% or $108,335 at 6%. |
| Means & Associates 401K Plan | - | 14 | $1,003,540 | $182,002 | $13,000iApproximate average salary by contribution assumption: employee only about $325,004 at 4% or $216,669 at 6%; with 50% employer match about $216,669 at 4% or $144,446 at 6%; with 100% employer match about $162,502 at 4% or $108,335 at 6%. |
| 2004 | 1 | 16 | $777,259 | $100,900 | $6,306iApproximate average salary by contribution assumption: employee only about $157,656 at 4% or $105,104 at 6%; with 50% employer match about $105,104 at 4% or $70,069 at 6%; with 100% employer match about $78,828 at 4% or $52,552 at 6%. |
| Means & Associates 401K Plan | - | 16 | $777,259 | $100,900 | $6,306iApproximate average salary by contribution assumption: employee only about $157,656 at 4% or $105,104 at 6%; with 50% employer match about $105,104 at 4% or $70,069 at 6%; with 100% employer match about $78,828 at 4% or $52,552 at 6%. |
| 2003 | 1 | 16 | $642,470 | $107,120 | $6,695iApproximate average salary by contribution assumption: employee only about $167,375 at 4% or $111,583 at 6%; with 50% employer match about $111,583 at 4% or $74,389 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%. |
| Means & Associates 401K Plan | - | 16 | $642,470 | $107,120 | $6,695iApproximate average salary by contribution assumption: employee only about $167,375 at 4% or $111,583 at 6%; with 50% employer match about $111,583 at 4% or $74,389 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%. |
| 2002 | 1 | 15 | $542,240 | $77,503 | $5,167iApproximate average salary by contribution assumption: employee only about $129,172 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,410 at 6%; with 100% employer match about $64,586 at 4% or $43,057 at 6%. |
| Means & Associates 401K Plan | - | 15 | $542,240 | $77,503 | $5,167iApproximate average salary by contribution assumption: employee only about $129,172 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,410 at 6%; with 100% employer match about $64,586 at 4% or $43,057 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Means & Associates 401K Plan | - | 13 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Means & Associates 401K Plan | - | 10 | - | - | - |
| 1999 | 1 | 8 | $645,105 | $169,139 | $21,142iApproximate average salary by contribution assumption: employee only about $528,559 at 4% or $352,373 at 6%; with 50% employer match about $352,373 at 4% or $234,915 at 6%; with 100% employer match about $264,280 at 4% or $176,186 at 6%. |
| Means & Associates 401K Plan | - | 8 | $645,105 | $169,139 | $21,142iApproximate average salary by contribution assumption: employee only about $528,559 at 4% or $352,373 at 6%; with 50% employer match about $352,373 at 4% or $234,915 at 6%; with 100% employer match about $264,280 at 4% or $176,186 at 6%. |