Civic Intelligence

Bottom Line Financial LLC

Plan context: Bottom Line Financial LLC 401K and Profit Sharing Plan

EIN 33-0858170 • Newport Beach, CA • 10 filings • 1 plans

3900 Birch St Ste 110Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$268,357

2024 Contributions

$50,517

Historical Graphs

Total Assets Over Time

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

$268,357$134,179$0201520202024YearValue
$268,357Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$268,357$50,517$12,629iApproximate average salary by contribution assumption: employee only about $315,731 at 4% or $210,488 at 6%; with 50% employer match about $210,488 at 4% or $140,325 at 6%; with 100% employer match about $157,866 at 4% or $105,244 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-4$268,357$50,517$12,629iApproximate average salary by contribution assumption: employee only about $315,731 at 4% or $210,488 at 6%; with 50% employer match about $210,488 at 4% or $140,325 at 6%; with 100% employer match about $157,866 at 4% or $105,244 at 6%.
202314$192,036$48,724$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-4$192,036$48,724$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.
202214$117,477$46,914$11,729iApproximate average salary by contribution assumption: employee only about $293,213 at 4% or $195,475 at 6%; with 50% employer match about $195,475 at 4% or $130,317 at 6%; with 100% employer match about $146,606 at 4% or $97,738 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-4$117,477$46,914$11,729iApproximate average salary by contribution assumption: employee only about $293,213 at 4% or $195,475 at 6%; with 50% employer match about $195,475 at 4% or $130,317 at 6%; with 100% employer match about $146,606 at 4% or $97,738 at 6%.
202113$88,511$15,313$5,104iApproximate average salary by contribution assumption: employee only about $127,608 at 4% or $85,072 at 6%; with 50% employer match about $85,072 at 4% or $56,715 at 6%; with 100% employer match about $63,804 at 4% or $42,536 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-3$88,511$15,313$5,104iApproximate average salary by contribution assumption: employee only about $127,608 at 4% or $85,072 at 6%; with 50% employer match about $85,072 at 4% or $56,715 at 6%; with 100% employer match about $63,804 at 4% or $42,536 at 6%.
202013$61,922$13,193$4,398iApproximate average salary by contribution assumption: employee only about $109,942 at 4% or $73,294 at 6%; with 50% employer match about $73,294 at 4% or $48,863 at 6%; with 100% employer match about $54,971 at 4% or $36,647 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-3$61,922$13,193$4,398iApproximate average salary by contribution assumption: employee only about $109,942 at 4% or $73,294 at 6%; with 50% employer match about $73,294 at 4% or $48,863 at 6%; with 100% employer match about $54,971 at 4% or $36,647 at 6%.
201913$39,909$12,978$4,326iApproximate average salary by contribution assumption: employee only about $108,150 at 4% or $72,100 at 6%; with 50% employer match about $72,100 at 4% or $48,067 at 6%; with 100% employer match about $54,075 at 4% or $36,050 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-3$39,909$12,978$4,326iApproximate average salary by contribution assumption: employee only about $108,150 at 4% or $72,100 at 6%; with 50% employer match about $72,100 at 4% or $48,067 at 6%; with 100% employer match about $54,075 at 4% or $36,050 at 6%.
201811$20,804$12,231$12,231iApproximate average salary by contribution assumption: employee only about $305,775 at 4% or $203,850 at 6%; with 50% employer match about $203,850 at 4% or $135,900 at 6%; with 100% employer match about $152,888 at 4% or $101,925 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-1$20,804$12,231$12,231iApproximate average salary by contribution assumption: employee only about $305,775 at 4% or $203,850 at 6%; with 50% employer match about $203,850 at 4% or $135,900 at 6%; with 100% employer match about $152,888 at 4% or $101,925 at 6%.
201712$12,435$6,236$3,118iApproximate average salary by contribution assumption: employee only about $77,950 at 4% or $51,967 at 6%; with 50% employer match about $51,967 at 4% or $34,644 at 6%; with 100% employer match about $38,975 at 4% or $25,983 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-2$12,435$6,236$3,118iApproximate average salary by contribution assumption: employee only about $77,950 at 4% or $51,967 at 6%; with 50% employer match about $51,967 at 4% or $34,644 at 6%; with 100% employer match about $38,975 at 4% or $25,983 at 6%.
201611$4,722$3,750$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-1$4,722$3,750$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201511$743$750$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Bottom Line Financial LLC 401K and Profit Sharing Plan-1$743$750$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.