Civic Intelligence

Access to Independence

Plan context: Access to Independence 401(K) Profit Sharing Plan

EIN 51-0197097 • San Diego, CA • 16 filings • 1 plans

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8885 Rio San Diego Dr, Suite 135San Diego, CA 92108
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$180,995

2024 Contributions

$31,618

Historical Graphs

Total Assets Over Time

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

$222,466$111,233$0200920172024YearValue
$180,995Latest year 2024

Participants Over Time

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

21110200920172024YearValue
14Latest 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
2024114$180,995$31,618$2,258iApproximate average salary by contribution assumption: employee only about $56,461 at 4% or $37,640 at 6%; with 50% employer match about $37,640 at 4% or $25,094 at 6%; with 100% employer match about $28,230 at 4% or $18,820 at 6%.
Access to Independence 401(K) Profit Sharing Plan-14$180,995$31,618$2,258iApproximate average salary by contribution assumption: employee only about $56,461 at 4% or $37,640 at 6%; with 50% employer match about $37,640 at 4% or $25,094 at 6%; with 100% employer match about $28,230 at 4% or $18,820 at 6%.
2023116$222,466$35,139$2,196iApproximate average salary by contribution assumption: employee only about $54,905 at 4% or $36,603 at 6%; with 50% employer match about $36,603 at 4% or $24,402 at 6%; with 100% employer match about $27,452 at 4% or $18,302 at 6%.
Access to Independence 401(K) Profit Sharing Plan-16$222,466$35,139$2,196iApproximate average salary by contribution assumption: employee only about $54,905 at 4% or $36,603 at 6%; with 50% employer match about $36,603 at 4% or $24,402 at 6%; with 100% employer match about $27,452 at 4% or $18,302 at 6%.
2022118$190,650$34,686$1,927iApproximate average salary by contribution assumption: employee only about $48,175 at 4% or $32,117 at 6%; with 50% employer match about $32,117 at 4% or $21,411 at 6%; with 100% employer match about $24,088 at 4% or $16,058 at 6%.
Access to Independence 401(K) Profit Sharing Plan-18$190,650$34,686$1,927iApproximate average salary by contribution assumption: employee only about $48,175 at 4% or $32,117 at 6%; with 50% employer match about $32,117 at 4% or $21,411 at 6%; with 100% employer match about $24,088 at 4% or $16,058 at 6%.
2021114$190,965$25,140$1,796iApproximate average salary by contribution assumption: employee only about $44,893 at 4% or $29,929 at 6%; with 50% employer match about $29,929 at 4% or $19,952 at 6%; with 100% employer match about $22,446 at 4% or $14,964 at 6%.
Access to Independence 401(K) Profit Sharing Plan-14$190,965$25,140$1,796iApproximate average salary by contribution assumption: employee only about $44,893 at 4% or $29,929 at 6%; with 50% employer match about $29,929 at 4% or $19,952 at 6%; with 100% employer match about $22,446 at 4% or $14,964 at 6%.
2020114$191,326$23,576$1,684iApproximate average salary by contribution assumption: employee only about $42,100 at 4% or $28,067 at 6%; with 50% employer match about $28,067 at 4% or $18,711 at 6%; with 100% employer match about $21,050 at 4% or $14,033 at 6%.
Access to Independence 401(K) Profit Sharing Plan-14$191,326$23,576$1,684iApproximate average salary by contribution assumption: employee only about $42,100 at 4% or $28,067 at 6%; with 50% employer match about $28,067 at 4% or $18,711 at 6%; with 100% employer match about $21,050 at 4% or $14,033 at 6%.
2019112$162,206$36,180$3,015iApproximate average salary by contribution assumption: employee only about $75,375 at 4% or $50,250 at 6%; with 50% employer match about $50,250 at 4% or $33,500 at 6%; with 100% employer match about $37,688 at 4% or $25,125 at 6%.
Access to Independence 401(K) Profit Sharing Plan-12$162,206$36,180$3,015iApproximate average salary by contribution assumption: employee only about $75,375 at 4% or $50,250 at 6%; with 50% employer match about $50,250 at 4% or $33,500 at 6%; with 100% employer match about $37,688 at 4% or $25,125 at 6%.
201819$103,507$19,135$2,126iApproximate average salary by contribution assumption: employee only about $53,153 at 4% or $35,435 at 6%; with 50% employer match about $35,435 at 4% or $23,623 at 6%; with 100% employer match about $26,576 at 4% or $17,718 at 6%.
Access to Independence 401(K) Profit Sharing Plan-9$103,507$19,135$2,126iApproximate average salary by contribution assumption: employee only about $53,153 at 4% or $35,435 at 6%; with 50% employer match about $35,435 at 4% or $23,623 at 6%; with 100% employer match about $26,576 at 4% or $17,718 at 6%.
201719$126,687$19,013$2,113iApproximate average salary by contribution assumption: employee only about $52,814 at 4% or $35,209 at 6%; with 50% employer match about $35,209 at 4% or $23,473 at 6%; with 100% employer match about $26,407 at 4% or $17,605 at 6%.
Access to Independence 401(K) Profit Sharing Plan-9$126,687$19,013$2,113iApproximate average salary by contribution assumption: employee only about $52,814 at 4% or $35,209 at 6%; with 50% employer match about $35,209 at 4% or $23,473 at 6%; with 100% employer match about $26,407 at 4% or $17,605 at 6%.
2016111$124,711$24,082$2,189iApproximate average salary by contribution assumption: employee only about $54,732 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,325 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%.
Access to Independence 401(K) Profit Sharing Plan-11$124,711$24,082$2,189iApproximate average salary by contribution assumption: employee only about $54,732 at 4% or $36,488 at 6%; with 50% employer match about $36,488 at 4% or $24,325 at 6%; with 100% employer match about $27,366 at 4% or $18,244 at 6%.
2015111$93,961$24,903$2,264iApproximate average salary by contribution assumption: employee only about $56,598 at 4% or $37,732 at 6%; with 50% employer match about $37,732 at 4% or $25,155 at 6%; with 100% employer match about $28,299 at 4% or $18,866 at 6%.
Access to Independence 401(K) Profit Sharing Plan-11$93,961$24,903$2,264iApproximate average salary by contribution assumption: employee only about $56,598 at 4% or $37,732 at 6%; with 50% employer match about $37,732 at 4% or $25,155 at 6%; with 100% employer match about $28,299 at 4% or $18,866 at 6%.
201417$70,793$9,710$1,387iApproximate average salary by contribution assumption: employee only about $34,679 at 4% or $23,119 at 6%; with 50% employer match about $23,119 at 4% or $15,413 at 6%; with 100% employer match about $17,339 at 4% or $11,560 at 6%.
Access to Independence 401(K) Profit Sharing Plan-7$70,793$9,710$1,387iApproximate average salary by contribution assumption: employee only about $34,679 at 4% or $23,119 at 6%; with 50% employer match about $23,119 at 4% or $15,413 at 6%; with 100% employer match about $17,339 at 4% or $11,560 at 6%.
201317$65,922$8,038$1,148iApproximate average salary by contribution assumption: employee only about $28,707 at 4% or $19,138 at 6%; with 50% employer match about $19,138 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,569 at 6%.
Access to Independence 401(K) Profit Sharing Plan-7$65,922$8,038$1,148iApproximate average salary by contribution assumption: employee only about $28,707 at 4% or $19,138 at 6%; with 50% employer match about $19,138 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,569 at 6%.
201218$52,331$16,693$2,087iApproximate average salary by contribution assumption: employee only about $52,166 at 4% or $34,777 at 6%; with 50% employer match about $34,777 at 4% or $23,185 at 6%; with 100% employer match about $26,083 at 4% or $17,389 at 6%.
Access to Independence 401(K) Profit Sharing Plan-8$52,331$16,693$2,087iApproximate average salary by contribution assumption: employee only about $52,166 at 4% or $34,777 at 6%; with 50% employer match about $34,777 at 4% or $23,185 at 6%; with 100% employer match about $26,083 at 4% or $17,389 at 6%.
201117$31,875$14,148$2,021iApproximate average salary by contribution assumption: employee only about $50,529 at 4% or $33,686 at 6%; with 50% employer match about $33,686 at 4% or $22,457 at 6%; with 100% employer match about $25,264 at 4% or $16,843 at 6%.
Access to Independence 401(K) Profit Sharing Plan-7$31,875$14,148$2,021iApproximate average salary by contribution assumption: employee only about $50,529 at 4% or $33,686 at 6%; with 50% employer match about $33,686 at 4% or $22,457 at 6%; with 100% employer match about $25,264 at 4% or $16,843 at 6%.
201017$18,968$12,155$1,736iApproximate average salary by contribution assumption: employee only about $43,411 at 4% or $28,940 at 6%; with 50% employer match about $28,940 at 4% or $19,294 at 6%; with 100% employer match about $21,705 at 4% or $14,470 at 6%.
Access to Independence 401(K) Profit Sharing Plan-7$18,968$12,155$1,736iApproximate average salary by contribution assumption: employee only about $43,411 at 4% or $28,940 at 6%; with 50% employer match about $28,940 at 4% or $19,294 at 6%; with 100% employer match about $21,705 at 4% or $14,470 at 6%.
2009121$4,967$4,868$232iApproximate average salary by contribution assumption: employee only about $5,795 at 4% or $3,863 at 6%; with 50% employer match about $3,863 at 4% or $2,576 at 6%; with 100% employer match about $2,898 at 4% or $1,932 at 6%.
Access to Independence 401(K) Profit Sharing Plan-21$4,967$4,868$232iApproximate average salary by contribution assumption: employee only about $5,795 at 4% or $3,863 at 6%; with 50% employer match about $3,863 at 4% or $2,576 at 6%; with 100% employer match about $2,898 at 4% or $1,932 at 6%.