Civic Intelligence

Bond Financial & Insurance Services

Plan context: Bond Financial & Insurance Services Profit Sharing Plan

EIN 68-0387525 • Sonoma, CA • 17 filings • 2 plans

532 Este Madera Ct.Sonoma, CA 95476
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,359,483

2020 Contributions

$92,992

Historical Graphs

Total Assets Over Time

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

$2,359,483$1,179,742$0200420132020YearValue
$2,359,483Latest year 2020

Participants Over Time

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

320200420122020YearValue
3Latest year 2020

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
202013$2,359,483$92,992$30,997iApproximate average salary by contribution assumption: employee only about $774,933 at 4% or $516,622 at 6%; with 50% employer match about $516,622 at 4% or $344,415 at 6%; with 100% employer match about $387,467 at 4% or $258,311 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$2,359,483$92,992$30,997iApproximate average salary by contribution assumption: employee only about $774,933 at 4% or $516,622 at 6%; with 50% employer match about $516,622 at 4% or $344,415 at 6%; with 100% employer match about $387,467 at 4% or $258,311 at 6%.
201913$2,069,447$88,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$2,069,447$88,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
201813$1,750,919$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$1,750,919$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
201713$1,808,130$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$1,808,130$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201613$1,523,950$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$1,523,950$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
201513$1,269,719$80,216$26,739iApproximate average salary by contribution assumption: employee only about $668,467 at 4% or $445,644 at 6%; with 50% employer match about $445,644 at 4% or $297,096 at 6%; with 100% employer match about $334,233 at 4% or $222,822 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$1,269,719$80,216$26,739iApproximate average salary by contribution assumption: employee only about $668,467 at 4% or $445,644 at 6%; with 50% employer match about $445,644 at 4% or $297,096 at 6%; with 100% employer match about $334,233 at 4% or $222,822 at 6%.
201413$1,269,345$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$1,269,345$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201313$1,125,963$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$1,125,963$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
201213$902,909$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$902,909$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
201113$801,833$84,784$28,261iApproximate average salary by contribution assumption: employee only about $706,533 at 4% or $471,022 at 6%; with 50% employer match about $471,022 at 4% or $314,015 at 6%; with 100% employer match about $353,267 at 4% or $235,511 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$801,833$84,784$28,261iApproximate average salary by contribution assumption: employee only about $706,533 at 4% or $471,022 at 6%; with 50% employer match about $471,022 at 4% or $314,015 at 6%; with 100% employer match about $353,267 at 4% or $235,511 at 6%.
201013$748,724$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$748,724$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200913$578,114$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$578,114$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200813$349,728$91,542$30,514iApproximate average salary by contribution assumption: employee only about $762,850 at 4% or $508,567 at 6%; with 50% employer match about $508,567 at 4% or $339,044 at 6%; with 100% employer match about $381,425 at 4% or $254,283 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$349,728$91,542$30,514iApproximate average salary by contribution assumption: employee only about $762,850 at 4% or $508,567 at 6%; with 50% employer match about $508,567 at 4% or $339,044 at 6%; with 100% employer match about $381,425 at 4% or $254,283 at 6%.
200713$584,188$61,128$20,376iApproximate average salary by contribution assumption: employee only about $509,400 at 4% or $339,600 at 6%; with 50% employer match about $339,600 at 4% or $226,400 at 6%; with 100% employer match about $254,700 at 4% or $169,800 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$584,188$61,128$20,376iApproximate average salary by contribution assumption: employee only about $509,400 at 4% or $339,600 at 6%; with 50% employer match about $339,600 at 4% or $226,400 at 6%; with 100% employer match about $254,700 at 4% or $169,800 at 6%.
200613$0$0-
Bond Financial & Insurance Services Profit Sharing Plan-3---
200513$0$0-
Bond Financial & Insurance Services Profit Sharing Plan-3---
200413$285,805$56,316$18,772iApproximate average salary by contribution assumption: employee only about $469,300 at 4% or $312,867 at 6%; with 50% employer match about $312,867 at 4% or $208,578 at 6%; with 100% employer match about $234,650 at 4% or $156,433 at 6%.
Bond Financial & Insurance Services Profit Sharing Plan-3$285,805$56,316$18,772iApproximate average salary by contribution assumption: employee only about $469,300 at 4% or $312,867 at 6%; with 50% employer match about $312,867 at 4% or $208,578 at 6%; with 100% employer match about $234,650 at 4% or $156,433 at 6%.