Buchanan Advisors Inc.
Plan context: Buchanan Advisors Inc. 401K Plan
EIN 68-0413590 • San Francisco, CA • 34 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,641,413
2024 Contributions
$372,776
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $2,641,413 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 2 | $2,641,413 | - | - |
| 2023 | 1 | 2 | $2,931,159 | $372,776 | $186,388iApproximate average salary by contribution assumption: employee only about $4,659,700 at 4% or $3,106,467 at 6%; with 50% employer match about $3,106,467 at 4% or $2,070,978 at 6%; with 100% employer match about $2,329,850 at 4% or $1,553,233 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 2 | $2,931,159 | $372,776 | $186,388iApproximate average salary by contribution assumption: employee only about $4,659,700 at 4% or $3,106,467 at 6%; with 50% employer match about $3,106,467 at 4% or $2,070,978 at 6%; with 100% employer match about $2,329,850 at 4% or $1,553,233 at 6%. |
| 2022 | 1 | 3 | $4,429,763 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $4,429,763 | - | - |
| 2021 | 1 | 3 | $6,318,230 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $6,318,230 | - | - |
| 2020 | 1 | 3 | $6,008,620 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $6,008,620 | - | - |
| 2019 | 1 | 3 | $4,834,852 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $4,834,852 | - | - |
| 2018 | 1 | 3 | $4,573,742 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $4,573,742 | - | - |
| 2017 | 1 | 3 | $4,239,565 | $24,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $4,239,565 | $24,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2016 | 1 | 3 | $4,059,978 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $4,059,978 | - | - |
| 2015 | 1 | 3 | $2,953,607 | $2,915,874 | $971,958iApproximate average salary by contribution assumption: employee only about $24,298,950 at 4% or $16,199,300 at 6%; with 50% employer match about $16,199,300 at 4% or $10,799,533 at 6%; with 100% employer match about $12,149,475 at 4% or $8,099,650 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $2,953,607 | $2,915,874 | $971,958iApproximate average salary by contribution assumption: employee only about $24,298,950 at 4% or $16,199,300 at 6%; with 50% employer match about $16,199,300 at 4% or $10,799,533 at 6%; with 100% employer match about $12,149,475 at 4% or $8,099,650 at 6%. |
| 2014 | 2 | 3 | $167,413 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $167,413 | - | - |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2013 | 2 | 3 | $2,900,693 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $2,713,811 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $186,882 | - | - |
| 2012 | 2 | 3 | $2,467,233 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $2,243,182 | - | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $224,051 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2011 | 2 | 3 | $2,553,700 | $280,000 | $93,333iApproximate average salary by contribution assumption: employee only about $2,333,333 at 4% or $1,555,556 at 6%; with 50% employer match about $1,555,556 at 4% or $1,037,037 at 6%; with 100% employer match about $1,166,667 at 4% or $777,778 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $2,348,067 | $225,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $205,633 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2010 | 2 | 3 | $2,421,241 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $2,270,485 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $150,756 | - | - |
| 2009 | 2 | 3 | $2,027,801 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $1,880,259 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $147,542 | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Buchanan Advisors Inc. 401K Plan | - | 3 | - | - | - |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,065,782 | $265,943 | $88,648iApproximate average salary by contribution assumption: employee only about $2,216,192 at 4% or $1,477,461 at 6%; with 50% employer match about $1,477,461 at 4% or $984,974 at 6%; with 100% employer match about $1,108,096 at 4% or $738,731 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $963,690 | $255,943 | $85,314iApproximate average salary by contribution assumption: employee only about $2,132,858 at 4% or $1,421,906 at 6%; with 50% employer match about $1,421,906 at 4% or $947,937 at 6%; with 100% employer match about $1,066,429 at 4% or $710,953 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $102,092 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2005 | 2 | 3 | $682,311 | $241,859 | $80,620iApproximate average salary by contribution assumption: employee only about $2,015,492 at 4% or $1,343,661 at 6%; with 50% employer match about $1,343,661 at 4% or $895,774 at 6%; with 100% employer match about $1,007,746 at 4% or $671,831 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $594,285 | $195,859 | $65,286iApproximate average salary by contribution assumption: employee only about $1,632,158 at 4% or $1,088,106 at 6%; with 50% employer match about $1,088,106 at 4% or $725,404 at 6%; with 100% employer match about $816,079 at 4% or $544,053 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $88,026 | $46,000 | $15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%. |
| 2004 | 2 | 3 | $391,645 | $86,294 | $28,765iApproximate average salary by contribution assumption: employee only about $719,117 at 4% or $479,411 at 6%; with 50% employer match about $479,411 at 4% or $319,607 at 6%; with 100% employer match about $359,558 at 4% or $239,706 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $347,462 | $86,294 | $28,765iApproximate average salary by contribution assumption: employee only about $719,117 at 4% or $479,411 at 6%; with 50% employer match about $479,411 at 4% or $319,607 at 6%; with 100% employer match about $359,558 at 4% or $239,706 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $44,183 | - | - |
| 2003 | 2 | 3 | $240,126 | $96,824 | $32,275iApproximate average salary by contribution assumption: employee only about $806,867 at 4% or $537,911 at 6%; with 50% employer match about $537,911 at 4% or $358,607 at 6%; with 100% employer match about $403,433 at 4% or $268,956 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $201,287 | $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%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | $38,839 | $16,824 | $5,608iApproximate average salary by contribution assumption: employee only about $140,200 at 4% or $93,467 at 6%; with 50% employer match about $93,467 at 4% or $62,311 at 6%; with 100% employer match about $70,100 at 4% or $46,733 at 6%. |
| 2002 | 2 | 3 | $120,396 | $120,396 | $40,132iApproximate average salary by contribution assumption: employee only about $1,003,300 at 4% or $668,867 at 6%; with 50% employer match about $668,867 at 4% or $445,911 at 6%; with 100% employer match about $501,650 at 4% or $334,433 at 6%. |
| BUCHANAN ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $120,396 | $120,396 | $40,132iApproximate average salary by contribution assumption: employee only about $1,003,300 at 4% or $668,867 at 6%; with 50% employer match about $668,867 at 4% or $445,911 at 6%; with 100% employer match about $501,650 at 4% or $334,433 at 6%. |
| Buchanan Advisors Inc. 401K Plan | - | 3 | - | - | - |