Civic Intelligence

Bassham Trust

Plan context: BASSHAM PROPERTIES 401(K) PLAN

EIN 42-6654500 • San Diego, CA • 17 filings • 2 plans

12315 Oak Knoll Rd.Ste. 100San Diego, CA 92064
Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$1,192,638

2024 Contributions

$85,196

Historical Graphs

Total Assets Over Time

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

$1,282,136$641,068$0201820212024YearValue
$1,192,638Latest year 2024

Participants Over Time

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

153770201320192024YearValue
63Latest 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
2024163$1,192,638$85,196$1,352iApproximate average salary by contribution assumption: employee only about $33,808 at 4% or $22,539 at 6%; with 50% employer match about $22,539 at 4% or $15,026 at 6%; with 100% employer match about $16,904 at 4% or $11,269 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-63$1,192,638$85,196$1,352iApproximate average salary by contribution assumption: employee only about $33,808 at 4% or $22,539 at 6%; with 50% employer match about $22,539 at 4% or $15,026 at 6%; with 100% employer match about $16,904 at 4% or $11,269 at 6%.
2023182$1,282,136$265,561$3,239iApproximate average salary by contribution assumption: employee only about $80,964 at 4% or $53,976 at 6%; with 50% employer match about $53,976 at 4% or $35,984 at 6%; with 100% employer match about $40,482 at 4% or $26,988 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-82$1,282,136$265,561$3,239iApproximate average salary by contribution assumption: employee only about $80,964 at 4% or $53,976 at 6%; with 50% employer match about $53,976 at 4% or $35,984 at 6%; with 100% employer match about $40,482 at 4% or $26,988 at 6%.
2022270$934,809$246,138$3,516iApproximate average salary by contribution assumption: employee only about $87,906 at 4% or $58,604 at 6%; with 50% employer match about $58,604 at 4% or $39,070 at 6%; with 100% employer match about $43,953 at 4% or $29,302 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-67$934,809$246,138$3,674iApproximate average salary by contribution assumption: employee only about $91,843 at 4% or $61,228 at 6%; with 50% employer match about $61,228 at 4% or $40,819 at 6%; with 100% employer match about $45,921 at 4% or $30,614 at 6%.
Bassham Trust Welfare Benefits Plan-70---
20212103$987,081$282,975$2,747iApproximate average salary by contribution assumption: employee only about $68,683 at 4% or $45,789 at 6%; with 50% employer match about $45,789 at 4% or $30,526 at 6%; with 100% employer match about $34,342 at 4% or $22,894 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-79$987,081$282,975$3,582iApproximate average salary by contribution assumption: employee only about $89,549 at 4% or $59,699 at 6%; with 50% employer match about $59,699 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
Bassham Trust Welfare Benefits Plan-103---
20202121$741,108$279,984$2,314iApproximate average salary by contribution assumption: employee only about $57,848 at 4% or $38,565 at 6%; with 50% employer match about $38,565 at 4% or $25,710 at 6%; with 100% employer match about $28,924 at 4% or $19,283 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-121$741,108$279,984$2,314iApproximate average salary by contribution assumption: employee only about $57,848 at 4% or $38,565 at 6%; with 50% employer match about $38,565 at 4% or $25,710 at 6%; with 100% employer match about $28,924 at 4% or $19,283 at 6%.
Bassham Trust Welfare Benefits Plan-103---
20192135$444,592$337,768$2,502iApproximate average salary by contribution assumption: employee only about $62,550 at 4% or $41,700 at 6%; with 50% employer match about $41,700 at 4% or $27,800 at 6%; with 100% employer match about $31,275 at 4% or $20,850 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-135$444,592$337,768$2,502iApproximate average salary by contribution assumption: employee only about $62,550 at 4% or $41,700 at 6%; with 50% employer match about $41,700 at 4% or $27,800 at 6%; with 100% employer match about $31,275 at 4% or $20,850 at 6%.
Bassham Trust Welfare Benefits Plan-116---
20182118$75,004$81,733$693iApproximate average salary by contribution assumption: employee only about $17,316 at 4% or $11,544 at 6%; with 50% employer match about $11,544 at 4% or $7,696 at 6%; with 100% employer match about $8,658 at 4% or $5,772 at 6%.
BASSHAM PROPERTIES 401(K) PLAN-118$75,004$81,733$693iApproximate average salary by contribution assumption: employee only about $17,316 at 4% or $11,544 at 6%; with 50% employer match about $11,544 at 4% or $7,696 at 6%; with 100% employer match about $8,658 at 4% or $5,772 at 6%.
Bassham Trust Welfare Benefits Plan-108---
20171112$0$0-
Bassham Trust Welfare Benefits Plan-112---
20161133$0$0-
Bassham Trust Welfare Benefits Plan-133---
20151153$0$0-
Bassham Trust Welfare Benefits Plan-153---
20141142$0$0-
Bassham Trust Welfare Benefits Plan-142---
20131137$0$0-
Bassham Trust Welfare Benefits Plan-137---