Civic Intelligence

Bogie Investment Group Inc.

Plan context: BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN

EIN 47-1644886 • El Segundo, CA • 16 filings • 2 plans

880 Apollo StreetSuite 101El Segundo, CA 90245
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,554,043

2024 Contributions

$63,967

Historical Graphs

Total Assets Over Time

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

$2,554,043$1,277,022$0201720212024YearValue
$2,554,043Latest year 2024

Participants Over Time

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

740201720212024YearValue
6Latest 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
202426$2,554,043$63,967$10,661iApproximate average salary by contribution assumption: employee only about $266,529 at 4% or $177,686 at 6%; with 50% employer match about $177,686 at 4% or $118,457 at 6%; with 100% employer match about $133,265 at 4% or $88,843 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-6$1,278,444$63,967$10,661iApproximate average salary by contribution assumption: employee only about $266,529 at 4% or $177,686 at 6%; with 50% employer match about $177,686 at 4% or $118,457 at 6%; with 100% employer match about $133,265 at 4% or $88,843 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-5$1,275,599--
202325$2,286,724$69,457$13,891iApproximate average salary by contribution assumption: employee only about $347,285 at 4% or $231,523 at 6%; with 50% employer match about $231,523 at 4% or $154,349 at 6%; with 100% employer match about $173,643 at 4% or $115,762 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-5$1,207,723--
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-5$1,079,001$69,457$13,891iApproximate average salary by contribution assumption: employee only about $347,285 at 4% or $231,523 at 6%; with 50% employer match about $231,523 at 4% or $154,349 at 6%; with 100% employer match about $173,643 at 4% or $115,762 at 6%.
202224$2,010,316$233,194$58,299iApproximate average salary by contribution assumption: employee only about $1,457,463 at 4% or $971,642 at 6%; with 50% employer match about $971,642 at 4% or $647,761 at 6%; with 100% employer match about $728,731 at 4% or $485,821 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-4$1,147,791$135,038$33,760iApproximate average salary by contribution assumption: employee only about $843,988 at 4% or $562,658 at 6%; with 50% employer match about $562,658 at 4% or $375,106 at 6%; with 100% employer match about $421,994 at 4% or $281,329 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-4$862,525$98,156$24,539iApproximate average salary by contribution assumption: employee only about $613,475 at 4% or $408,983 at 6%; with 50% employer match about $408,983 at 4% or $272,656 at 6%; with 100% employer match about $306,738 at 4% or $204,492 at 6%.
202126$1,927,575$240,871$40,145iApproximate average salary by contribution assumption: employee only about $1,003,629 at 4% or $669,086 at 6%; with 50% employer match about $669,086 at 4% or $446,057 at 6%; with 100% employer match about $501,815 at 4% or $334,543 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-4$1,026,821$145,000$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-6$900,754$95,871$15,979iApproximate average salary by contribution assumption: employee only about $399,463 at 4% or $266,308 at 6%; with 50% employer match about $266,308 at 4% or $177,539 at 6%; with 100% employer match about $199,731 at 4% or $133,154 at 6%.
202027$1,485,652$231,132$33,019iApproximate average salary by contribution assumption: employee only about $825,471 at 4% or $550,314 at 6%; with 50% employer match about $550,314 at 4% or $366,876 at 6%; with 100% employer match about $412,736 at 4% or $275,157 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-5$793,339$135,970$27,194iApproximate average salary by contribution assumption: employee only about $679,850 at 4% or $453,233 at 6%; with 50% employer match about $453,233 at 4% or $302,156 at 6%; with 100% employer match about $339,925 at 4% or $226,617 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-7$692,313$95,162$13,595iApproximate average salary by contribution assumption: employee only about $339,864 at 4% or $226,576 at 6%; with 50% employer match about $226,576 at 4% or $151,051 at 6%; with 100% employer match about $169,932 at 4% or $113,288 at 6%.
201927$1,145,685$229,062$32,723iApproximate average salary by contribution assumption: employee only about $818,079 at 4% or $545,386 at 6%; with 50% employer match about $545,386 at 4% or $363,590 at 6%; with 100% employer match about $409,039 at 4% or $272,693 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-6$611,132$136,803$22,801iApproximate average salary by contribution assumption: employee only about $570,013 at 4% or $380,008 at 6%; with 50% employer match about $380,008 at 4% or $253,339 at 6%; with 100% employer match about $285,006 at 4% or $190,004 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-7$534,553$92,259$13,180iApproximate average salary by contribution assumption: employee only about $329,496 at 4% or $219,664 at 6%; with 50% employer match about $219,664 at 4% or $146,443 at 6%; with 100% employer match about $164,748 at 4% or $109,832 at 6%.
201823$765,642$215,674$71,891iApproximate average salary by contribution assumption: employee only about $1,797,283 at 4% or $1,198,189 at 6%; with 50% employer match about $1,198,189 at 4% or $798,793 at 6%; with 100% employer match about $898,642 at 4% or $599,094 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-2$405,212$151,156$75,578iApproximate average salary by contribution assumption: employee only about $1,889,450 at 4% or $1,259,633 at 6%; with 50% employer match about $1,259,633 at 4% or $839,756 at 6%; with 100% employer match about $944,725 at 4% or $629,817 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-3$360,430$64,518$21,506iApproximate average salary by contribution assumption: employee only about $537,650 at 4% or $358,433 at 6%; with 50% employer match about $358,433 at 4% or $238,956 at 6%; with 100% employer match about $268,825 at 4% or $179,217 at 6%.
201723$607,042$191,631$63,877iApproximate average salary by contribution assumption: employee only about $1,596,925 at 4% or $1,064,617 at 6%; with 50% employer match about $1,064,617 at 4% or $709,744 at 6%; with 100% employer match about $798,463 at 4% or $532,308 at 6%.
BOGIE INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN-3$332,881$59,468$19,823iApproximate average salary by contribution assumption: employee only about $495,567 at 4% or $330,378 at 6%; with 50% employer match about $330,378 at 4% or $220,252 at 6%; with 100% employer match about $247,783 at 4% or $165,189 at 6%.
Bogie Investment Group Inc. Cash Balance Plan-3$274,161$132,163$44,054iApproximate average salary by contribution assumption: employee only about $1,101,358 at 4% or $734,239 at 6%; with 50% employer match about $734,239 at 4% or $489,493 at 6%; with 100% employer match about $550,679 at 4% or $367,119 at 6%.