Civic Intelligence

Fundament & Associates Inc.

Plan context: Fundament & Associates Inc. 401(K) Profit Sharing Plan

EIN 33-0885969 • Irvine, CA • 14 filings • 2 plans

26 Executive Park, Suite 100Irvine, CA 92614-6739
Current Snapshot

Latest Year

2015

2015 Participants

13

2015 Assets

$362,458

2015 Contributions

$26,448

Historical Graphs

Total Assets Over Time

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

$446,904$223,452$0200220092015YearValue
$362,458Latest year 2015

Participants Over Time

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

19100200220092015YearValue
13Latest year 2015

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
2015113$362,458$26,448$2,034iApproximate average salary by contribution assumption: employee only about $50,862 at 4% or $33,908 at 6%; with 50% employer match about $33,908 at 4% or $22,605 at 6%; with 100% employer match about $25,431 at 4% or $16,954 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-13$362,458$26,448$2,034iApproximate average salary by contribution assumption: employee only about $50,862 at 4% or $33,908 at 6%; with 50% employer match about $33,908 at 4% or $22,605 at 6%; with 100% employer match about $25,431 at 4% or $16,954 at 6%.
2014112$342,350$17,982$1,499iApproximate average salary by contribution assumption: employee only about $37,463 at 4% or $24,975 at 6%; with 50% employer match about $24,975 at 4% or $16,650 at 6%; with 100% employer match about $18,731 at 4% or $12,488 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-12$342,350$17,982$1,499iApproximate average salary by contribution assumption: employee only about $37,463 at 4% or $24,975 at 6%; with 50% employer match about $24,975 at 4% or $16,650 at 6%; with 100% employer match about $18,731 at 4% or $12,488 at 6%.
2013114$330,842$18,638$1,331iApproximate average salary by contribution assumption: employee only about $33,282 at 4% or $22,188 at 6%; with 50% employer match about $22,188 at 4% or $14,792 at 6%; with 100% employer match about $16,641 at 4% or $11,094 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-14$330,842$18,638$1,331iApproximate average salary by contribution assumption: employee only about $33,282 at 4% or $22,188 at 6%; with 50% employer match about $22,188 at 4% or $14,792 at 6%; with 100% employer match about $16,641 at 4% or $11,094 at 6%.
2012116$446,904$87,625$5,477iApproximate average salary by contribution assumption: employee only about $136,914 at 4% or $91,276 at 6%; with 50% employer match about $91,276 at 4% or $60,851 at 6%; with 100% employer match about $68,457 at 4% or $45,638 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-16$446,904$87,625$5,477iApproximate average salary by contribution assumption: employee only about $136,914 at 4% or $91,276 at 6%; with 50% employer match about $91,276 at 4% or $60,851 at 6%; with 100% employer match about $68,457 at 4% or $45,638 at 6%.
2011116$364,711$51,331$3,208iApproximate average salary by contribution assumption: employee only about $80,205 at 4% or $53,470 at 6%; with 50% employer match about $53,470 at 4% or $35,647 at 6%; with 100% employer match about $40,102 at 4% or $26,735 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-16$364,711$51,331$3,208iApproximate average salary by contribution assumption: employee only about $80,205 at 4% or $53,470 at 6%; with 50% employer match about $53,470 at 4% or $35,647 at 6%; with 100% employer match about $40,102 at 4% or $26,735 at 6%.
2010119$416,051$87,241$4,592iApproximate average salary by contribution assumption: employee only about $114,791 at 4% or $76,527 at 6%; with 50% employer match about $76,527 at 4% or $51,018 at 6%; with 100% employer match about $57,395 at 4% or $38,264 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-19$416,051$87,241$4,592iApproximate average salary by contribution assumption: employee only about $114,791 at 4% or $76,527 at 6%; with 50% employer match about $76,527 at 4% or $51,018 at 6%; with 100% employer match about $57,395 at 4% or $38,264 at 6%.
2009114$287,803$57,856$4,133iApproximate average salary by contribution assumption: employee only about $103,314 at 4% or $68,876 at 6%; with 50% employer match about $68,876 at 4% or $45,917 at 6%; with 100% employer match about $51,657 at 4% or $34,438 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-14$287,803$57,856$4,133iApproximate average salary by contribution assumption: employee only about $103,314 at 4% or $68,876 at 6%; with 50% employer match about $68,876 at 4% or $45,917 at 6%; with 100% employer match about $51,657 at 4% or $34,438 at 6%.
2008118$168,510$55,010$3,056iApproximate average salary by contribution assumption: employee only about $76,403 at 4% or $50,935 at 6%; with 50% employer match about $50,935 at 4% or $33,957 at 6%; with 100% employer match about $38,201 at 4% or $25,468 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-18$168,510$55,010$3,056iApproximate average salary by contribution assumption: employee only about $76,403 at 4% or $50,935 at 6%; with 50% employer match about $50,935 at 4% or $33,957 at 6%; with 100% employer match about $38,201 at 4% or $25,468 at 6%.
200719$0$0-
Fundament & Associates Inc. 401(K) Profit Sharing Plan-9---
2006110$271,734$65,974$6,597iApproximate average salary by contribution assumption: employee only about $164,935 at 4% or $109,957 at 6%; with 50% employer match about $109,957 at 4% or $73,304 at 6%; with 100% employer match about $82,468 at 4% or $54,978 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-10$271,734$65,974$6,597iApproximate average salary by contribution assumption: employee only about $164,935 at 4% or $109,957 at 6%; with 50% employer match about $109,957 at 4% or $73,304 at 6%; with 100% employer match about $82,468 at 4% or $54,978 at 6%.
2005111$240,063$71,753$6,523iApproximate average salary by contribution assumption: employee only about $163,075 at 4% or $108,717 at 6%; with 50% employer match about $108,717 at 4% or $72,478 at 6%; with 100% employer match about $81,538 at 4% or $54,358 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-11$240,063$71,753$6,523iApproximate average salary by contribution assumption: employee only about $163,075 at 4% or $108,717 at 6%; with 50% employer match about $108,717 at 4% or $72,478 at 6%; with 100% employer match about $81,538 at 4% or $54,358 at 6%.
2004116$175,011$67,831$4,239iApproximate average salary by contribution assumption: employee only about $105,986 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,105 at 6%; with 100% employer match about $52,993 at 4% or $35,329 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-16$175,011$67,831$4,239iApproximate average salary by contribution assumption: employee only about $105,986 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,105 at 6%; with 100% employer match about $52,993 at 4% or $35,329 at 6%.
2003116$90,679$47,675$2,980iApproximate average salary by contribution assumption: employee only about $74,492 at 4% or $49,661 at 6%; with 50% employer match about $49,661 at 4% or $33,108 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-16$90,679$47,675$2,980iApproximate average salary by contribution assumption: employee only about $74,492 at 4% or $49,661 at 6%; with 50% employer match about $49,661 at 4% or $33,108 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%.
2002115$49,271$50,032$3,335iApproximate average salary by contribution assumption: employee only about $83,387 at 4% or $55,591 at 6%; with 50% employer match about $55,591 at 4% or $37,061 at 6%; with 100% employer match about $41,693 at 4% or $27,796 at 6%.
Fundament & Associates Inc. 401(K) Profit Sharing Plan-15$49,271$50,032$3,335iApproximate average salary by contribution assumption: employee only about $83,387 at 4% or $55,591 at 6%; with 50% employer match about $55,591 at 4% or $37,061 at 6%; with 100% employer match about $41,693 at 4% or $27,796 at 6%.