Civic Intelligence

Bell & Anderson LLC

Plan context: Bell & Anderson 401(K) Profit Sharing Plan & Trust

EIN 36-7244829 • 12 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$17,934,328

2024 Contributions

$513,688

Historical Graphs

Total Assets Over Time

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

$17,934,328$8,967,164$0201320192024YearValue
$17,934,328Latest year 2024

Participants Over Time

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

20100201320192024YearValue
17Latest 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
2024117$17,934,328$513,688$30,217iApproximate average salary by contribution assumption: employee only about $755,424 at 4% or $503,616 at 6%; with 50% employer match about $503,616 at 4% or $335,744 at 6%; with 100% employer match about $377,712 at 4% or $251,808 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-17$17,934,328$513,688$30,217iApproximate average salary by contribution assumption: employee only about $755,424 at 4% or $503,616 at 6%; with 50% employer match about $503,616 at 4% or $335,744 at 6%; with 100% employer match about $377,712 at 4% or $251,808 at 6%.
2023118$14,813,455$341,144$18,952iApproximate average salary by contribution assumption: employee only about $473,811 at 4% or $315,874 at 6%; with 50% employer match about $315,874 at 4% or $210,583 at 6%; with 100% employer match about $236,906 at 4% or $157,937 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-18$14,813,455$341,144$18,952iApproximate average salary by contribution assumption: employee only about $473,811 at 4% or $315,874 at 6%; with 50% employer match about $315,874 at 4% or $210,583 at 6%; with 100% employer match about $236,906 at 4% or $157,937 at 6%.
2022119$11,723,821$310,761$16,356iApproximate average salary by contribution assumption: employee only about $408,896 at 4% or $272,597 at 6%; with 50% employer match about $272,597 at 4% or $181,732 at 6%; with 100% employer match about $204,448 at 4% or $136,299 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-19$11,723,821$310,761$16,356iApproximate average salary by contribution assumption: employee only about $408,896 at 4% or $272,597 at 6%; with 50% employer match about $272,597 at 4% or $181,732 at 6%; with 100% employer match about $204,448 at 4% or $136,299 at 6%.
2021119$14,845,364$230,234$12,118iApproximate average salary by contribution assumption: employee only about $302,939 at 4% or $201,960 at 6%; with 50% employer match about $201,960 at 4% or $134,640 at 6%; with 100% employer match about $151,470 at 4% or $100,980 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-19$14,845,364$230,234$12,118iApproximate average salary by contribution assumption: employee only about $302,939 at 4% or $201,960 at 6%; with 50% employer match about $201,960 at 4% or $134,640 at 6%; with 100% employer match about $151,470 at 4% or $100,980 at 6%.
2020120$11,365,032$236,105$11,805iApproximate average salary by contribution assumption: employee only about $295,131 at 4% or $196,754 at 6%; with 50% employer match about $196,754 at 4% or $131,169 at 6%; with 100% employer match about $147,566 at 4% or $98,377 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-20$11,365,032$236,105$11,805iApproximate average salary by contribution assumption: employee only about $295,131 at 4% or $196,754 at 6%; with 50% employer match about $196,754 at 4% or $131,169 at 6%; with 100% employer match about $147,566 at 4% or $98,377 at 6%.
2019117$9,286,269$253,394$14,906iApproximate average salary by contribution assumption: employee only about $372,638 at 4% or $248,425 at 6%; with 50% employer match about $248,425 at 4% or $165,617 at 6%; with 100% employer match about $186,319 at 4% or $124,213 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-17$9,286,269$253,394$14,906iApproximate average salary by contribution assumption: employee only about $372,638 at 4% or $248,425 at 6%; with 50% employer match about $248,425 at 4% or $165,617 at 6%; with 100% employer match about $186,319 at 4% or $124,213 at 6%.
2018114$6,985,239$252,939$18,067iApproximate average salary by contribution assumption: employee only about $451,677 at 4% or $301,118 at 6%; with 50% employer match about $301,118 at 4% or $200,745 at 6%; with 100% employer match about $225,838 at 4% or $150,559 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-14$6,985,239$252,939$18,067iApproximate average salary by contribution assumption: employee only about $451,677 at 4% or $301,118 at 6%; with 50% employer match about $301,118 at 4% or $200,745 at 6%; with 100% employer match about $225,838 at 4% or $150,559 at 6%.
2017115$7,206,897$299,944$19,996iApproximate average salary by contribution assumption: employee only about $499,907 at 4% or $333,271 at 6%; with 50% employer match about $333,271 at 4% or $222,181 at 6%; with 100% employer match about $249,953 at 4% or $166,636 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-15$7,206,897$299,944$19,996iApproximate average salary by contribution assumption: employee only about $499,907 at 4% or $333,271 at 6%; with 50% employer match about $333,271 at 4% or $222,181 at 6%; with 100% employer match about $249,953 at 4% or $166,636 at 6%.
2016115$5,694,795$374,612$24,974iApproximate average salary by contribution assumption: employee only about $624,353 at 4% or $416,236 at 6%; with 50% employer match about $416,236 at 4% or $277,490 at 6%; with 100% employer match about $312,177 at 4% or $208,118 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-15$5,694,795$374,612$24,974iApproximate average salary by contribution assumption: employee only about $624,353 at 4% or $416,236 at 6%; with 50% employer match about $416,236 at 4% or $277,490 at 6%; with 100% employer match about $312,177 at 4% or $208,118 at 6%.
2015111$4,867,402$210,713$19,156iApproximate average salary by contribution assumption: employee only about $478,893 at 4% or $319,262 at 6%; with 50% employer match about $319,262 at 4% or $212,841 at 6%; with 100% employer match about $239,447 at 4% or $159,631 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-11$4,867,402$210,713$19,156iApproximate average salary by contribution assumption: employee only about $478,893 at 4% or $319,262 at 6%; with 50% employer match about $319,262 at 4% or $212,841 at 6%; with 100% employer match about $239,447 at 4% or $159,631 at 6%.
2014111$4,816,841$204,609$18,601iApproximate average salary by contribution assumption: employee only about $465,020 at 4% or $310,014 at 6%; with 50% employer match about $310,014 at 4% or $206,676 at 6%; with 100% employer match about $232,510 at 4% or $155,007 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-11$4,816,841$204,609$18,601iApproximate average salary by contribution assumption: employee only about $465,020 at 4% or $310,014 at 6%; with 50% employer match about $310,014 at 4% or $206,676 at 6%; with 100% employer match about $232,510 at 4% or $155,007 at 6%.
2013111$4,294,768$154,676$14,061iApproximate average salary by contribution assumption: employee only about $351,536 at 4% or $234,358 at 6%; with 50% employer match about $234,358 at 4% or $156,238 at 6%; with 100% employer match about $175,768 at 4% or $117,179 at 6%.
Bell & Anderson 401(K) Profit Sharing Plan & Trust-11$4,294,768$154,676$14,061iApproximate average salary by contribution assumption: employee only about $351,536 at 4% or $234,358 at 6%; with 50% employer match about $234,358 at 4% or $156,238 at 6%; with 100% employer match about $175,768 at 4% or $117,179 at 6%.