Civic Intelligence

Cleary & Associates LLC

Plan context: Cleary & Associates LLC 401(K) P/S Plan

EIN 47-3536516 • Bonney Lake, WA • 7 filings • 1 plans

5431 S Island Dr EBonney Lake, WA 98391
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$899,836

2024 Contributions

$98,111

Historical Graphs

Total Assets Over Time

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

$899,836$449,918$0201820212024YearValue
$899,836Latest year 2024

Participants Over Time

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

740201820212024YearValue
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
202417$899,836$98,111$14,016iApproximate average salary by contribution assumption: employee only about $350,396 at 4% or $233,598 at 6%; with 50% employer match about $233,598 at 4% or $155,732 at 6%; with 100% employer match about $175,198 at 4% or $116,799 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-7$899,836$98,111$14,016iApproximate average salary by contribution assumption: employee only about $350,396 at 4% or $233,598 at 6%; with 50% employer match about $233,598 at 4% or $155,732 at 6%; with 100% employer match about $175,198 at 4% or $116,799 at 6%.
202316$696,200$88,367$14,728iApproximate average salary by contribution assumption: employee only about $368,196 at 4% or $245,464 at 6%; with 50% employer match about $245,464 at 4% or $163,643 at 6%; with 100% employer match about $184,098 at 4% or $122,732 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-6$696,200$88,367$14,728iApproximate average salary by contribution assumption: employee only about $368,196 at 4% or $245,464 at 6%; with 50% employer match about $245,464 at 4% or $163,643 at 6%; with 100% employer match about $184,098 at 4% or $122,732 at 6%.
202215$500,696$76,123$15,225iApproximate average salary by contribution assumption: employee only about $380,615 at 4% or $253,743 at 6%; with 50% employer match about $253,743 at 4% or $169,162 at 6%; with 100% employer match about $190,308 at 4% or $126,872 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-5$500,696$76,123$15,225iApproximate average salary by contribution assumption: employee only about $380,615 at 4% or $253,743 at 6%; with 50% employer match about $253,743 at 4% or $169,162 at 6%; with 100% employer match about $190,308 at 4% or $126,872 at 6%.
202113$532,397$71,150$23,717iApproximate average salary by contribution assumption: employee only about $592,917 at 4% or $395,278 at 6%; with 50% employer match about $395,278 at 4% or $263,519 at 6%; with 100% employer match about $296,458 at 4% or $197,639 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-3$532,397$71,150$23,717iApproximate average salary by contribution assumption: employee only about $592,917 at 4% or $395,278 at 6%; with 50% employer match about $395,278 at 4% or $263,519 at 6%; with 100% employer match about $296,458 at 4% or $197,639 at 6%.
202014$393,301$70,670$17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-4$393,301$70,670$17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%.
201914$261,382$91,139$22,785iApproximate average salary by contribution assumption: employee only about $569,619 at 4% or $379,746 at 6%; with 50% employer match about $379,746 at 4% or $253,164 at 6%; with 100% employer match about $284,809 at 4% or $189,873 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-4$261,382$91,139$22,785iApproximate average salary by contribution assumption: employee only about $569,619 at 4% or $379,746 at 6%; with 50% employer match about $379,746 at 4% or $253,164 at 6%; with 100% employer match about $284,809 at 4% or $189,873 at 6%.
201814$134,719$144,712$36,178iApproximate average salary by contribution assumption: employee only about $904,450 at 4% or $602,967 at 6%; with 50% employer match about $602,967 at 4% or $401,978 at 6%; with 100% employer match about $452,225 at 4% or $301,483 at 6%.
Cleary & Associates LLC 401(K) P/S Plan-4$134,719$144,712$36,178iApproximate average salary by contribution assumption: employee only about $904,450 at 4% or $602,967 at 6%; with 50% employer match about $602,967 at 4% or $401,978 at 6%; with 100% employer match about $452,225 at 4% or $301,483 at 6%.