Civic Intelligence

Dzida, Carey & Steinman

Plan context: Dzida, Carey & Steinman 401K Retirement Plan

EIN 33-0843430 • Irvine, CA • 26 filings • 4 plans

5 Park Plaza, Suite 550Irvine, CA 92614
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,953,272

2024 Contributions

$197,708

Historical Graphs

Total Assets Over Time

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

$5,953,272$2,976,636$0199920132024YearValue
$5,953,272Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest year 2024

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
202416$5,953,272$197,708$32,951iApproximate average salary by contribution assumption: employee only about $823,783 at 4% or $549,189 at 6%; with 50% employer match about $549,189 at 4% or $366,126 at 6%; with 100% employer match about $411,892 at 4% or $274,594 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-6$5,953,272$197,708$32,951iApproximate average salary by contribution assumption: employee only about $823,783 at 4% or $549,189 at 6%; with 50% employer match about $549,189 at 4% or $366,126 at 6%; with 100% employer match about $411,892 at 4% or $274,594 at 6%.
202316$5,061,161$210,282$35,047iApproximate average salary by contribution assumption: employee only about $876,175 at 4% or $584,117 at 6%; with 50% employer match about $584,117 at 4% or $389,411 at 6%; with 100% employer match about $438,088 at 4% or $292,058 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-6$5,061,161$210,282$35,047iApproximate average salary by contribution assumption: employee only about $876,175 at 4% or $584,117 at 6%; with 50% employer match about $584,117 at 4% or $389,411 at 6%; with 100% employer match about $438,088 at 4% or $292,058 at 6%.
202216$4,231,413$221,746$36,958iApproximate average salary by contribution assumption: employee only about $923,942 at 4% or $615,961 at 6%; with 50% employer match about $615,961 at 4% or $410,641 at 6%; with 100% employer match about $461,971 at 4% or $307,981 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-6$4,231,413$221,746$36,958iApproximate average salary by contribution assumption: employee only about $923,942 at 4% or $615,961 at 6%; with 50% employer match about $615,961 at 4% or $410,641 at 6%; with 100% employer match about $461,971 at 4% or $307,981 at 6%.
202116$5,117,696$98,546$16,424iApproximate average salary by contribution assumption: employee only about $410,608 at 4% or $273,739 at 6%; with 50% employer match about $273,739 at 4% or $182,493 at 6%; with 100% employer match about $205,304 at 4% or $136,869 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-6$5,117,696$98,546$16,424iApproximate average salary by contribution assumption: employee only about $410,608 at 4% or $273,739 at 6%; with 50% employer match about $273,739 at 4% or $182,493 at 6%; with 100% employer match about $205,304 at 4% or $136,869 at 6%.
202017$4,279,015$310,334$44,333iApproximate average salary by contribution assumption: employee only about $1,108,336 at 4% or $738,890 at 6%; with 50% employer match about $738,890 at 4% or $492,594 at 6%; with 100% employer match about $554,168 at 4% or $369,445 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$4,279,015$310,334$44,333iApproximate average salary by contribution assumption: employee only about $1,108,336 at 4% or $738,890 at 6%; with 50% employer match about $738,890 at 4% or $492,594 at 6%; with 100% employer match about $554,168 at 4% or $369,445 at 6%.
201916$3,204,353$184,750$30,792iApproximate average salary by contribution assumption: employee only about $769,792 at 4% or $513,194 at 6%; with 50% employer match about $513,194 at 4% or $342,130 at 6%; with 100% employer match about $384,896 at 4% or $256,597 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-6$3,204,353$184,750$30,792iApproximate average salary by contribution assumption: employee only about $769,792 at 4% or $513,194 at 6%; with 50% employer match about $513,194 at 4% or $342,130 at 6%; with 100% employer match about $384,896 at 4% or $256,597 at 6%.
201816$4,079,203$208,825$34,804iApproximate average salary by contribution assumption: employee only about $870,104 at 4% or $580,069 at 6%; with 50% employer match about $580,069 at 4% or $386,713 at 6%; with 100% employer match about $435,052 at 4% or $290,035 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-6$4,079,203$208,825$34,804iApproximate average salary by contribution assumption: employee only about $870,104 at 4% or $580,069 at 6%; with 50% employer match about $580,069 at 4% or $386,713 at 6%; with 100% employer match about $435,052 at 4% or $290,035 at 6%.
201717$4,547,372$189,490$27,070iApproximate average salary by contribution assumption: employee only about $676,750 at 4% or $451,167 at 6%; with 50% employer match about $451,167 at 4% or $300,778 at 6%; with 100% employer match about $338,375 at 4% or $225,583 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$4,547,372$189,490$27,070iApproximate average salary by contribution assumption: employee only about $676,750 at 4% or $451,167 at 6%; with 50% employer match about $451,167 at 4% or $300,778 at 6%; with 100% employer match about $338,375 at 4% or $225,583 at 6%.
201617$3,511,405$166,739$23,820iApproximate average salary by contribution assumption: employee only about $595,496 at 4% or $396,998 at 6%; with 50% employer match about $396,998 at 4% or $264,665 at 6%; with 100% employer match about $297,748 at 4% or $198,499 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$3,511,405$166,739$23,820iApproximate average salary by contribution assumption: employee only about $595,496 at 4% or $396,998 at 6%; with 50% employer match about $396,998 at 4% or $264,665 at 6%; with 100% employer match about $297,748 at 4% or $198,499 at 6%.
201517$3,572,426$134,346$19,192iApproximate average salary by contribution assumption: employee only about $479,807 at 4% or $319,871 at 6%; with 50% employer match about $319,871 at 4% or $213,248 at 6%; with 100% employer match about $239,904 at 4% or $159,936 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$3,572,426$134,346$19,192iApproximate average salary by contribution assumption: employee only about $479,807 at 4% or $319,871 at 6%; with 50% employer match about $319,871 at 4% or $213,248 at 6%; with 100% employer match about $239,904 at 4% or $159,936 at 6%.
201417$3,442,540$89,950$12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$3,442,540$89,950$12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%.
201317$3,158,486$100,650$14,379iApproximate average salary by contribution assumption: employee only about $359,464 at 4% or $239,643 at 6%; with 50% employer match about $239,643 at 4% or $159,762 at 6%; with 100% employer match about $179,732 at 4% or $119,821 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$3,158,486$100,650$14,379iApproximate average salary by contribution assumption: employee only about $359,464 at 4% or $239,643 at 6%; with 50% employer match about $239,643 at 4% or $159,762 at 6%; with 100% employer match about $179,732 at 4% or $119,821 at 6%.
201219$2,358,540$106,383$11,820iApproximate average salary by contribution assumption: employee only about $295,508 at 4% or $197,006 at 6%; with 50% employer match about $197,006 at 4% or $131,337 at 6%; with 100% employer match about $147,754 at 4% or $98,503 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-9$2,358,540$106,383$11,820iApproximate average salary by contribution assumption: employee only about $295,508 at 4% or $197,006 at 6%; with 50% employer match about $197,006 at 4% or $131,337 at 6%; with 100% employer match about $147,754 at 4% or $98,503 at 6%.
201119$2,032,188$95,300$10,589iApproximate average salary by contribution assumption: employee only about $264,722 at 4% or $176,481 at 6%; with 50% employer match about $176,481 at 4% or $117,654 at 6%; with 100% employer match about $132,361 at 4% or $88,241 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-9$2,032,188$95,300$10,589iApproximate average salary by contribution assumption: employee only about $264,722 at 4% or $176,481 at 6%; with 50% employer match about $176,481 at 4% or $117,654 at 6%; with 100% employer match about $132,361 at 4% or $88,241 at 6%.
201018$2,013,543$78,067$9,758iApproximate average salary by contribution assumption: employee only about $243,959 at 4% or $162,640 at 6%; with 50% employer match about $162,640 at 4% or $108,426 at 6%; with 100% employer match about $121,980 at 4% or $81,320 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-8$2,013,543$78,067$9,758iApproximate average salary by contribution assumption: employee only about $243,959 at 4% or $162,640 at 6%; with 50% employer match about $162,640 at 4% or $108,426 at 6%; with 100% employer match about $121,980 at 4% or $81,320 at 6%.
200919$1,946,172$70,383$7,820iApproximate average salary by contribution assumption: employee only about $195,508 at 4% or $130,339 at 6%; with 50% employer match about $130,339 at 4% or $86,893 at 6%; with 100% employer match about $97,754 at 4% or $65,169 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-9$1,946,172$70,383$7,820iApproximate average salary by contribution assumption: employee only about $195,508 at 4% or $130,339 at 6%; with 50% employer match about $130,339 at 4% or $86,893 at 6%; with 100% employer match about $97,754 at 4% or $65,169 at 6%.
200818$0$0-
Dzida, Carey & Steinman 401K Retirement Plan-8---
200718$0$0-
Dzida, Carey & Steinman 401K Retirement Plan-8---
200618$1,747,870$533,240$66,655iApproximate average salary by contribution assumption: employee only about $1,666,375 at 4% or $1,110,917 at 6%; with 50% employer match about $1,110,917 at 4% or $740,611 at 6%; with 100% employer match about $833,188 at 4% or $555,458 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-8$1,747,870$533,240$66,655iApproximate average salary by contribution assumption: employee only about $1,666,375 at 4% or $1,110,917 at 6%; with 50% employer match about $1,110,917 at 4% or $740,611 at 6%; with 100% employer match about $833,188 at 4% or $555,458 at 6%.
200517$1,050,467$116,439$16,634iApproximate average salary by contribution assumption: employee only about $415,854 at 4% or $277,236 at 6%; with 50% employer match about $277,236 at 4% or $184,824 at 6%; with 100% employer match about $207,927 at 4% or $138,618 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$1,050,467$116,439$16,634iApproximate average salary by contribution assumption: employee only about $415,854 at 4% or $277,236 at 6%; with 50% employer match about $277,236 at 4% or $184,824 at 6%; with 100% employer match about $207,927 at 4% or $138,618 at 6%.
200417$900,049$117,630$16,804iApproximate average salary by contribution assumption: employee only about $420,107 at 4% or $280,071 at 6%; with 50% employer match about $280,071 at 4% or $186,714 at 6%; with 100% employer match about $210,054 at 4% or $140,036 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$900,049$117,630$16,804iApproximate average salary by contribution assumption: employee only about $420,107 at 4% or $280,071 at 6%; with 50% employer match about $280,071 at 4% or $186,714 at 6%; with 100% employer match about $210,054 at 4% or $140,036 at 6%.
200317$696,438$82,250$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$696,438$82,250$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
200217$615,555$126,536$18,077iApproximate average salary by contribution assumption: employee only about $451,914 at 4% or $301,276 at 6%; with 50% employer match about $301,276 at 4% or $200,851 at 6%; with 100% employer match about $225,957 at 4% or $150,638 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$615,555$126,536$18,077iApproximate average salary by contribution assumption: employee only about $451,914 at 4% or $301,276 at 6%; with 50% employer match about $301,276 at 4% or $200,851 at 6%; with 100% employer match about $225,957 at 4% or $150,638 at 6%.
200117$566,287$112,300$16,043iApproximate average salary by contribution assumption: employee only about $401,071 at 4% or $267,381 at 6%; with 50% employer match about $267,381 at 4% or $178,254 at 6%; with 100% employer match about $200,536 at 4% or $133,690 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-7$566,287$112,300$16,043iApproximate average salary by contribution assumption: employee only about $401,071 at 4% or $267,381 at 6%; with 50% employer match about $267,381 at 4% or $178,254 at 6%; with 100% employer match about $200,536 at 4% or $133,690 at 6%.
200017$0$0-
Dzida, Carey & Steinman 401K Retirement Plan-7---
199918$451,460$434,195$54,274iApproximate average salary by contribution assumption: employee only about $1,356,859 at 4% or $904,573 at 6%; with 50% employer match about $904,573 at 4% or $603,049 at 6%; with 100% employer match about $678,430 at 4% or $452,286 at 6%.
Dzida, Carey & Steinman 401K Retirement Plan-8$451,460$434,195$54,274iApproximate average salary by contribution assumption: employee only about $1,356,859 at 4% or $904,573 at 6%; with 50% employer match about $904,573 at 4% or $603,049 at 6%; with 100% employer match about $678,430 at 4% or $452,286 at 6%.