Civic Intelligence

Edmonds & Edmonds LLP

Plan context: EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST

EIN 46-2685082 • Newport Beach, CA • 13 filings • 3 plans

519 30th StreetNewport Beach, CA 92663
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,198,290

2025 Contributions

$200,684

Historical Graphs

Total Assets Over Time

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

$2,198,290$1,099,145$0201920222024YearValue
$2,198,290Latest year 2024

Participants Over Time

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

740201920222024YearValue
7Latest 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
202510$0$0-
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-0$0$0-
202427$2,198,290$200,684$28,669iApproximate average salary by contribution assumption: employee only about $716,729 at 4% or $477,819 at 6%; with 50% employer match about $477,819 at 4% or $318,546 at 6%; with 100% employer match about $358,364 at 4% or $238,910 at 6%.
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-5$1,575,697$0-
Edmonds & Edmonds LLP 401(K) Plan & Trust-7$622,593$200,684$28,669iApproximate average salary by contribution assumption: employee only about $716,729 at 4% or $477,819 at 6%; with 50% employer match about $477,819 at 4% or $318,546 at 6%; with 100% employer match about $358,364 at 4% or $238,910 at 6%.
202325$1,894,975$178,924$35,785iApproximate average salary by contribution assumption: employee only about $894,620 at 4% or $596,413 at 6%; with 50% employer match about $596,413 at 4% or $397,609 at 6%; with 100% employer match about $447,310 at 4% or $298,207 at 6%.
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-5$1,485,524$18,021$3,604iApproximate average salary by contribution assumption: employee only about $90,105 at 4% or $60,070 at 6%; with 50% employer match about $60,070 at 4% or $40,047 at 6%; with 100% employer match about $45,053 at 4% or $30,035 at 6%.
Edmonds & Edmonds LLP 401(K) Plan & Trust-5$409,451$160,903$32,181iApproximate average salary by contribution assumption: employee only about $804,515 at 4% or $536,343 at 6%; with 50% employer match about $536,343 at 4% or $357,562 at 6%; with 100% employer match about $402,258 at 4% or $268,172 at 6%.
202225$1,621,014$351,013$70,203iApproximate average salary by contribution assumption: employee only about $1,755,065 at 4% or $1,170,043 at 6%; with 50% employer match about $1,170,043 at 4% or $780,029 at 6%; with 100% employer match about $877,533 at 4% or $585,022 at 6%.
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-5$1,384,679$253,620$50,724iApproximate average salary by contribution assumption: employee only about $1,268,100 at 4% or $845,400 at 6%; with 50% employer match about $845,400 at 4% or $563,600 at 6%; with 100% employer match about $634,050 at 4% or $422,700 at 6%.
Edmonds & Edmonds LLP 401(K) Plan & Trust-5$236,335$97,393$19,479iApproximate average salary by contribution assumption: employee only about $486,965 at 4% or $324,643 at 6%; with 50% employer match about $324,643 at 4% or $216,429 at 6%; with 100% employer match about $243,482 at 4% or $162,322 at 6%.
202125$1,422,066$324,751$64,950iApproximate average salary by contribution assumption: employee only about $1,623,755 at 4% or $1,082,503 at 6%; with 50% employer match about $1,082,503 at 4% or $721,669 at 6%; with 100% employer match about $811,878 at 4% or $541,252 at 6%.
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-5$1,263,294$291,377$58,275iApproximate average salary by contribution assumption: employee only about $1,456,885 at 4% or $971,257 at 6%; with 50% employer match about $971,257 at 4% or $647,504 at 6%; with 100% employer match about $728,443 at 4% or $485,628 at 6%.
Edmonds & Edmonds LLP 401(K) Plan & Trust-5$158,772$33,374$6,675iApproximate average salary by contribution assumption: employee only about $166,870 at 4% or $111,247 at 6%; with 50% employer match about $111,247 at 4% or $74,164 at 6%; with 100% employer match about $83,435 at 4% or $55,623 at 6%.
202024$1,069,281$351,375$87,844iApproximate average salary by contribution assumption: employee only about $2,196,094 at 4% or $1,464,063 at 6%; with 50% employer match about $1,464,063 at 4% or $976,042 at 6%; with 100% employer match about $1,098,047 at 4% or $732,031 at 6%.
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-4$950,799$317,350$79,338iApproximate average salary by contribution assumption: employee only about $1,983,438 at 4% or $1,322,292 at 6%; with 50% employer match about $1,322,292 at 4% or $881,528 at 6%; with 100% employer match about $991,719 at 4% or $661,146 at 6%.
Edmonds & Edmonds LLP 401(K) Plan & Trust-4$118,482$34,025$8,506iApproximate average salary by contribution assumption: employee only about $212,656 at 4% or $141,771 at 6%; with 50% employer match about $141,771 at 4% or $94,514 at 6%; with 100% employer match about $106,328 at 4% or $70,885 at 6%.
201924$687,060$353,552$88,388iApproximate average salary by contribution assumption: employee only about $2,209,700 at 4% or $1,473,133 at 6%; with 50% employer match about $1,473,133 at 4% or $982,089 at 6%; with 100% employer match about $1,104,850 at 4% or $736,567 at 6%.
EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST-4$609,901$320,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Edmonds & Edmonds LLP 401(K) Plan & Trust-4$77,159$33,552$8,388iApproximate average salary by contribution assumption: employee only about $209,700 at 4% or $139,800 at 6%; with 50% employer match about $139,800 at 4% or $93,200 at 6%; with 100% employer match about $104,850 at 4% or $69,900 at 6%.