Civic Intelligence

Bowles & Verna

Plan context: Bowles & Verna 401-K Profit Sharing Plan

EIN 68-0102293 • Walnut Creek, CA • 26 filings • 5 plans

2121 N. California Blvd Ste 875Walnut Creek, CA 94596-8180
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$16,869,572

2024 Contributions

$611,165

Historical Graphs

Total Assets Over Time

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

$18,825,870$9,412,935$0199920132024YearValue
$16,869,572Latest year 2024

Participants Over Time

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

57290199920122024YearValue
52Latest 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
2024152$16,869,572$611,165$11,753iApproximate average salary by contribution assumption: employee only about $293,829 at 4% or $195,886 at 6%; with 50% employer match about $195,886 at 4% or $130,591 at 6%; with 100% employer match about $146,915 at 4% or $97,943 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-52$16,869,572$611,165$11,753iApproximate average salary by contribution assumption: employee only about $293,829 at 4% or $195,886 at 6%; with 50% employer match about $195,886 at 4% or $130,591 at 6%; with 100% employer match about $146,915 at 4% or $97,943 at 6%.
2023157$17,474,719$673,618$11,818iApproximate average salary by contribution assumption: employee only about $295,446 at 4% or $196,964 at 6%; with 50% employer match about $196,964 at 4% or $131,310 at 6%; with 100% employer match about $147,723 at 4% or $98,482 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-57$17,474,719$673,618$11,818iApproximate average salary by contribution assumption: employee only about $295,446 at 4% or $196,964 at 6%; with 50% employer match about $196,964 at 4% or $131,310 at 6%; with 100% employer match about $147,723 at 4% or $98,482 at 6%.
2022153$15,746,865$626,483$11,820iApproximate average salary by contribution assumption: employee only about $295,511 at 4% or $197,007 at 6%; with 50% employer match about $197,007 at 4% or $131,338 at 6%; with 100% employer match about $147,755 at 4% or $98,504 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-53$15,746,865$626,483$11,820iApproximate average salary by contribution assumption: employee only about $295,511 at 4% or $197,007 at 6%; with 50% employer match about $197,007 at 4% or $131,338 at 6%; with 100% employer match about $147,755 at 4% or $98,504 at 6%.
2021153$18,825,870$673,236$12,703iApproximate average salary by contribution assumption: employee only about $317,564 at 4% or $211,709 at 6%; with 50% employer match about $211,709 at 4% or $141,140 at 6%; with 100% employer match about $158,782 at 4% or $105,855 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-53$18,825,870$673,236$12,703iApproximate average salary by contribution assumption: employee only about $317,564 at 4% or $211,709 at 6%; with 50% employer match about $211,709 at 4% or $141,140 at 6%; with 100% employer match about $158,782 at 4% or $105,855 at 6%.
2020148$18,114,475$490,872$10,227iApproximate average salary by contribution assumption: employee only about $255,663 at 4% or $170,442 at 6%; with 50% employer match about $170,442 at 4% or $113,628 at 6%; with 100% employer match about $127,831 at 4% or $85,221 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-48$18,114,475$490,872$10,227iApproximate average salary by contribution assumption: employee only about $255,663 at 4% or $170,442 at 6%; with 50% employer match about $170,442 at 4% or $113,628 at 6%; with 100% employer match about $127,831 at 4% or $85,221 at 6%.
2019137$16,115,778$509,686$13,775iApproximate average salary by contribution assumption: employee only about $344,382 at 4% or $229,588 at 6%; with 50% employer match about $229,588 at 4% or $153,059 at 6%; with 100% employer match about $172,191 at 4% or $114,794 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-37$16,115,778$509,686$13,775iApproximate average salary by contribution assumption: employee only about $344,382 at 4% or $229,588 at 6%; with 50% employer match about $229,588 at 4% or $153,059 at 6%; with 100% employer match about $172,191 at 4% or $114,794 at 6%.
2018138$13,450,625$560,724$14,756iApproximate average salary by contribution assumption: employee only about $368,897 at 4% or $245,932 at 6%; with 50% employer match about $245,932 at 4% or $163,954 at 6%; with 100% employer match about $184,449 at 4% or $122,966 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-38$13,450,625$560,724$14,756iApproximate average salary by contribution assumption: employee only about $368,897 at 4% or $245,932 at 6%; with 50% employer match about $245,932 at 4% or $163,954 at 6%; with 100% employer match about $184,449 at 4% or $122,966 at 6%.
2017137$14,618,908$579,488$15,662iApproximate average salary by contribution assumption: employee only about $391,546 at 4% or $261,031 at 6%; with 50% employer match about $261,031 at 4% or $174,020 at 6%; with 100% employer match about $195,773 at 4% or $130,515 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-37$14,618,908$579,488$15,662iApproximate average salary by contribution assumption: employee only about $391,546 at 4% or $261,031 at 6%; with 50% employer match about $261,031 at 4% or $174,020 at 6%; with 100% employer match about $195,773 at 4% or $130,515 at 6%.
2016138$12,418,416$553,236$14,559iApproximate average salary by contribution assumption: employee only about $363,971 at 4% or $242,647 at 6%; with 50% employer match about $242,647 at 4% or $161,765 at 6%; with 100% employer match about $181,986 at 4% or $121,324 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-38$12,418,416$553,236$14,559iApproximate average salary by contribution assumption: employee only about $363,971 at 4% or $242,647 at 6%; with 50% employer match about $242,647 at 4% or $161,765 at 6%; with 100% employer match about $181,986 at 4% or $121,324 at 6%.
2015139$12,435,431$363,163$9,312iApproximate average salary by contribution assumption: employee only about $232,797 at 4% or $155,198 at 6%; with 50% employer match about $155,198 at 4% or $103,465 at 6%; with 100% employer match about $116,398 at 4% or $77,599 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-39$12,435,431$363,163$9,312iApproximate average salary by contribution assumption: employee only about $232,797 at 4% or $155,198 at 6%; with 50% employer match about $155,198 at 4% or $103,465 at 6%; with 100% employer match about $116,398 at 4% or $77,599 at 6%.
2014140$13,846,739$620,803$15,520iApproximate average salary by contribution assumption: employee only about $388,002 at 4% or $258,668 at 6%; with 50% employer match about $258,668 at 4% or $172,445 at 6%; with 100% employer match about $194,001 at 4% or $129,334 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-40$13,846,739$620,803$15,520iApproximate average salary by contribution assumption: employee only about $388,002 at 4% or $258,668 at 6%; with 50% employer match about $258,668 at 4% or $172,445 at 6%; with 100% employer match about $194,001 at 4% or $129,334 at 6%.
2013139$12,323,122$850,430$21,806iApproximate average salary by contribution assumption: employee only about $545,147 at 4% or $363,432 at 6%; with 50% employer match about $363,432 at 4% or $242,288 at 6%; with 100% employer match about $272,574 at 4% or $181,716 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-39$12,323,122$850,430$21,806iApproximate average salary by contribution assumption: employee only about $545,147 at 4% or $363,432 at 6%; with 50% employer match about $363,432 at 4% or $242,288 at 6%; with 100% employer match about $272,574 at 4% or $181,716 at 6%.
2012137$10,168,240$707,322$19,117iApproximate average salary by contribution assumption: employee only about $477,920 at 4% or $318,614 at 6%; with 50% employer match about $318,614 at 4% or $212,409 at 6%; with 100% employer match about $238,960 at 4% or $159,307 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-37$10,168,240$707,322$19,117iApproximate average salary by contribution assumption: employee only about $477,920 at 4% or $318,614 at 6%; with 50% employer match about $318,614 at 4% or $212,409 at 6%; with 100% employer match about $238,960 at 4% or $159,307 at 6%.
2011134$8,372,335$608,145$17,887iApproximate average salary by contribution assumption: employee only about $447,165 at 4% or $298,110 at 6%; with 50% employer match about $298,110 at 4% or $198,740 at 6%; with 100% employer match about $223,583 at 4% or $149,055 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-34$8,372,335$608,145$17,887iApproximate average salary by contribution assumption: employee only about $447,165 at 4% or $298,110 at 6%; with 50% employer match about $298,110 at 4% or $198,740 at 6%; with 100% employer match about $223,583 at 4% or $149,055 at 6%.
2010139$8,450,590$601,671$15,427iApproximate average salary by contribution assumption: employee only about $385,687 at 4% or $257,124 at 6%; with 50% employer match about $257,124 at 4% or $171,416 at 6%; with 100% employer match about $192,843 at 4% or $128,562 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-39$8,450,590$601,671$15,427iApproximate average salary by contribution assumption: employee only about $385,687 at 4% or $257,124 at 6%; with 50% employer match about $257,124 at 4% or $171,416 at 6%; with 100% employer match about $192,843 at 4% or $128,562 at 6%.
2009141$7,019,788$640,848$15,630iApproximate average salary by contribution assumption: employee only about $390,761 at 4% or $260,507 at 6%; with 50% employer match about $260,507 at 4% or $173,672 at 6%; with 100% employer match about $195,380 at 4% or $130,254 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-41$7,019,788$640,848$15,630iApproximate average salary by contribution assumption: employee only about $390,761 at 4% or $260,507 at 6%; with 50% employer match about $260,507 at 4% or $173,672 at 6%; with 100% employer match about $195,380 at 4% or $130,254 at 6%.
2008139$5,252,182$655,109$16,798iApproximate average salary by contribution assumption: employee only about $419,942 at 4% or $279,961 at 6%; with 50% employer match about $279,961 at 4% or $186,641 at 6%; with 100% employer match about $209,971 at 4% or $139,981 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-39$5,252,182$655,109$16,798iApproximate average salary by contribution assumption: employee only about $419,942 at 4% or $279,961 at 6%; with 50% employer match about $279,961 at 4% or $186,641 at 6%; with 100% employer match about $209,971 at 4% or $139,981 at 6%.
2007134$7,143,518$663,479$19,514iApproximate average salary by contribution assumption: employee only about $487,852 at 4% or $325,235 at 6%; with 50% employer match about $325,235 at 4% or $216,823 at 6%; with 100% employer match about $243,926 at 4% or $162,617 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-34$7,143,518$663,479$19,514iApproximate average salary by contribution assumption: employee only about $487,852 at 4% or $325,235 at 6%; with 50% employer match about $325,235 at 4% or $216,823 at 6%; with 100% employer match about $243,926 at 4% or $162,617 at 6%.
2006129$5,980,793$544,041$18,760iApproximate average salary by contribution assumption: employee only about $469,001 at 4% or $312,667 at 6%; with 50% employer match about $312,667 at 4% or $208,445 at 6%; with 100% employer match about $234,500 at 4% or $156,334 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-29$5,980,793$544,041$18,760iApproximate average salary by contribution assumption: employee only about $469,001 at 4% or $312,667 at 6%; with 50% employer match about $312,667 at 4% or $208,445 at 6%; with 100% employer match about $234,500 at 4% or $156,334 at 6%.
2005130$4,730,046$453,887$15,130iApproximate average salary by contribution assumption: employee only about $378,239 at 4% or $252,159 at 6%; with 50% employer match about $252,159 at 4% or $168,106 at 6%; with 100% employer match about $189,120 at 4% or $126,080 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-30$4,730,046$453,887$15,130iApproximate average salary by contribution assumption: employee only about $378,239 at 4% or $252,159 at 6%; with 50% employer match about $252,159 at 4% or $168,106 at 6%; with 100% employer match about $189,120 at 4% or $126,080 at 6%.
2004130$3,953,532$455,844$15,195iApproximate average salary by contribution assumption: employee only about $379,870 at 4% or $253,247 at 6%; with 50% employer match about $253,247 at 4% or $168,831 at 6%; with 100% employer match about $189,935 at 4% or $126,623 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-30$3,953,532$455,844$15,195iApproximate average salary by contribution assumption: employee only about $379,870 at 4% or $253,247 at 6%; with 50% employer match about $253,247 at 4% or $168,831 at 6%; with 100% employer match about $189,935 at 4% or $126,623 at 6%.
2003132$3,189,687$362,758$11,336iApproximate average salary by contribution assumption: employee only about $283,405 at 4% or $188,936 at 6%; with 50% employer match about $188,936 at 4% or $125,958 at 6%; with 100% employer match about $141,702 at 4% or $94,468 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-32$3,189,687$362,758$11,336iApproximate average salary by contribution assumption: employee only about $283,405 at 4% or $188,936 at 6%; with 50% employer match about $188,936 at 4% or $125,958 at 6%; with 100% employer match about $141,702 at 4% or $94,468 at 6%.
2002128$2,394,462$327,257$11,688iApproximate average salary by contribution assumption: employee only about $292,194 at 4% or $194,796 at 6%; with 50% employer match about $194,796 at 4% or $129,864 at 6%; with 100% employer match about $146,097 at 4% or $97,398 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-28$2,394,462$327,257$11,688iApproximate average salary by contribution assumption: employee only about $292,194 at 4% or $194,796 at 6%; with 50% employer match about $194,796 at 4% or $129,864 at 6%; with 100% employer match about $146,097 at 4% or $97,398 at 6%.
200110$0$0-
Bowles & Verna 401-K Profit Sharing Plan-0---
2000129$0$0-
Bowles & Verna 401-K Profit Sharing Plan-29---
1999130$2,456,590$212,378$7,079iApproximate average salary by contribution assumption: employee only about $176,982 at 4% or $117,988 at 6%; with 50% employer match about $117,988 at 4% or $78,659 at 6%; with 100% employer match about $88,491 at 4% or $58,994 at 6%.
Bowles & Verna 401-K Profit Sharing Plan-30$2,456,590$212,378$7,079iApproximate average salary by contribution assumption: employee only about $176,982 at 4% or $117,988 at 6%; with 50% employer match about $117,988 at 4% or $78,659 at 6%; with 100% employer match about $88,491 at 4% or $58,994 at 6%.