Civic Intelligence

Francisco & Associates Inc.

Plan context: Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust

EIN 68-0461509 • Carlsbad, CA • 22 filings • 6 plans

5963 LA Place Court, Suite 110Carlsbad, CA 92008
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,846,397

2024 Contributions

$180,487

Historical Graphs

Total Assets Over Time

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

$2,244,829$1,122,415$0200320142024YearValue
$1,846,397Latest year 2024

Participants Over Time

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

950200320142024YearValue
9Latest 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
202419$1,846,397$180,487$20,054iApproximate average salary by contribution assumption: employee only about $501,353 at 4% or $334,235 at 6%; with 50% employer match about $334,235 at 4% or $222,823 at 6%; with 100% employer match about $250,676 at 4% or $167,118 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-9$1,846,397$180,487$20,054iApproximate average salary by contribution assumption: employee only about $501,353 at 4% or $334,235 at 6%; with 50% employer match about $334,235 at 4% or $222,823 at 6%; with 100% employer match about $250,676 at 4% or $167,118 at 6%.
202318$1,478,954$178,125$22,266iApproximate average salary by contribution assumption: employee only about $556,641 at 4% or $371,094 at 6%; with 50% employer match about $371,094 at 4% or $247,396 at 6%; with 100% employer match about $278,320 at 4% or $185,547 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-8$1,478,954$178,125$22,266iApproximate average salary by contribution assumption: employee only about $556,641 at 4% or $371,094 at 6%; with 50% employer match about $371,094 at 4% or $247,396 at 6%; with 100% employer match about $278,320 at 4% or $185,547 at 6%.
202218$1,127,540$183,886$22,986iApproximate average salary by contribution assumption: employee only about $574,644 at 4% or $383,096 at 6%; with 50% employer match about $383,096 at 4% or $255,397 at 6%; with 100% employer match about $287,322 at 4% or $191,548 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-8$1,127,540$183,886$22,986iApproximate average salary by contribution assumption: employee only about $574,644 at 4% or $383,096 at 6%; with 50% employer match about $383,096 at 4% or $255,397 at 6%; with 100% employer match about $287,322 at 4% or $191,548 at 6%.
202117$1,239,387$189,235$27,034iApproximate average salary by contribution assumption: employee only about $675,839 at 4% or $450,560 at 6%; with 50% employer match about $450,560 at 4% or $300,373 at 6%; with 100% employer match about $337,920 at 4% or $225,280 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-7$1,239,387$189,235$27,034iApproximate average salary by contribution assumption: employee only about $675,839 at 4% or $450,560 at 6%; with 50% employer match about $450,560 at 4% or $300,373 at 6%; with 100% employer match about $337,920 at 4% or $225,280 at 6%.
202017$2,244,829$178,861$25,552iApproximate average salary by contribution assumption: employee only about $638,789 at 4% or $425,860 at 6%; with 50% employer match about $425,860 at 4% or $283,906 at 6%; with 100% employer match about $319,395 at 4% or $212,930 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-7$2,244,829$178,861$25,552iApproximate average salary by contribution assumption: employee only about $638,789 at 4% or $425,860 at 6%; with 50% employer match about $425,860 at 4% or $283,906 at 6%; with 100% employer match about $319,395 at 4% or $212,930 at 6%.
201916$1,919,607$181,049$30,175iApproximate average salary by contribution assumption: employee only about $754,371 at 4% or $502,914 at 6%; with 50% employer match about $502,914 at 4% or $335,276 at 6%; with 100% employer match about $377,185 at 4% or $251,457 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-6$1,919,607$181,049$30,175iApproximate average salary by contribution assumption: employee only about $754,371 at 4% or $502,914 at 6%; with 50% employer match about $502,914 at 4% or $335,276 at 6%; with 100% employer match about $377,185 at 4% or $251,457 at 6%.
201815$1,608,052$153,034$30,607iApproximate average salary by contribution assumption: employee only about $765,170 at 4% or $510,113 at 6%; with 50% employer match about $510,113 at 4% or $340,076 at 6%; with 100% employer match about $382,585 at 4% or $255,057 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-5$1,608,052$153,034$30,607iApproximate average salary by contribution assumption: employee only about $765,170 at 4% or $510,113 at 6%; with 50% employer match about $510,113 at 4% or $340,076 at 6%; with 100% employer match about $382,585 at 4% or $255,057 at 6%.
201714$1,453,835$101,368$25,342iApproximate average salary by contribution assumption: employee only about $633,550 at 4% or $422,367 at 6%; with 50% employer match about $422,367 at 4% or $281,578 at 6%; with 100% employer match about $316,775 at 4% or $211,183 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$1,453,835$101,368$25,342iApproximate average salary by contribution assumption: employee only about $633,550 at 4% or $422,367 at 6%; with 50% employer match about $422,367 at 4% or $281,578 at 6%; with 100% employer match about $316,775 at 4% or $211,183 at 6%.
201614$2,052,861$159,944$39,986iApproximate average salary by contribution assumption: employee only about $999,650 at 4% or $666,433 at 6%; with 50% employer match about $666,433 at 4% or $444,289 at 6%; with 100% employer match about $499,825 at 4% or $333,217 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$2,052,861$159,944$39,986iApproximate average salary by contribution assumption: employee only about $999,650 at 4% or $666,433 at 6%; with 50% employer match about $666,433 at 4% or $444,289 at 6%; with 100% employer match about $499,825 at 4% or $333,217 at 6%.
201514$1,936,246$159,215$39,804iApproximate average salary by contribution assumption: employee only about $995,094 at 4% or $663,396 at 6%; with 50% employer match about $663,396 at 4% or $442,264 at 6%; with 100% employer match about $497,547 at 4% or $331,698 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$1,936,246$159,215$39,804iApproximate average salary by contribution assumption: employee only about $995,094 at 4% or $663,396 at 6%; with 50% employer match about $663,396 at 4% or $442,264 at 6%; with 100% employer match about $497,547 at 4% or $331,698 at 6%.
201415$1,770,114$130,813$26,163iApproximate average salary by contribution assumption: employee only about $654,065 at 4% or $436,043 at 6%; with 50% employer match about $436,043 at 4% or $290,696 at 6%; with 100% employer match about $327,033 at 4% or $218,022 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-5$1,770,114$130,813$26,163iApproximate average salary by contribution assumption: employee only about $654,065 at 4% or $436,043 at 6%; with 50% employer match about $436,043 at 4% or $290,696 at 6%; with 100% employer match about $327,033 at 4% or $218,022 at 6%.
201315$1,608,589$144,262$28,852iApproximate average salary by contribution assumption: employee only about $721,310 at 4% or $480,873 at 6%; with 50% employer match about $480,873 at 4% or $320,582 at 6%; with 100% employer match about $360,655 at 4% or $240,437 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-5$1,608,589$144,262$28,852iApproximate average salary by contribution assumption: employee only about $721,310 at 4% or $480,873 at 6%; with 50% employer match about $480,873 at 4% or $320,582 at 6%; with 100% employer match about $360,655 at 4% or $240,437 at 6%.
201215$1,466,529$155,233$31,047iApproximate average salary by contribution assumption: employee only about $776,165 at 4% or $517,443 at 6%; with 50% employer match about $517,443 at 4% or $344,962 at 6%; with 100% employer match about $388,083 at 4% or $258,722 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-5$1,466,529$155,233$31,047iApproximate average salary by contribution assumption: employee only about $776,165 at 4% or $517,443 at 6%; with 50% employer match about $517,443 at 4% or $344,962 at 6%; with 100% employer match about $388,083 at 4% or $258,722 at 6%.
201114$1,338,963$158,864$39,716iApproximate average salary by contribution assumption: employee only about $992,900 at 4% or $661,933 at 6%; with 50% employer match about $661,933 at 4% or $441,289 at 6%; with 100% employer match about $496,450 at 4% or $330,967 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$1,338,963$158,864$39,716iApproximate average salary by contribution assumption: employee only about $992,900 at 4% or $661,933 at 6%; with 50% employer match about $661,933 at 4% or $441,289 at 6%; with 100% employer match about $496,450 at 4% or $330,967 at 6%.
201015$1,208,412$139,656$27,931iApproximate average salary by contribution assumption: employee only about $698,280 at 4% or $465,520 at 6%; with 50% employer match about $465,520 at 4% or $310,347 at 6%; with 100% employer match about $349,140 at 4% or $232,760 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-5$1,208,412$139,656$27,931iApproximate average salary by contribution assumption: employee only about $698,280 at 4% or $465,520 at 6%; with 50% employer match about $465,520 at 4% or $310,347 at 6%; with 100% employer match about $349,140 at 4% or $232,760 at 6%.
200914$916,976$110,428$27,607iApproximate average salary by contribution assumption: employee only about $690,175 at 4% or $460,117 at 6%; with 50% employer match about $460,117 at 4% or $306,744 at 6%; with 100% employer match about $345,088 at 4% or $230,058 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$916,976$110,428$27,607iApproximate average salary by contribution assumption: employee only about $690,175 at 4% or $460,117 at 6%; with 50% employer match about $460,117 at 4% or $306,744 at 6%; with 100% employer match about $345,088 at 4% or $230,058 at 6%.
200813$593,109$106,859$35,620iApproximate average salary by contribution assumption: employee only about $890,492 at 4% or $593,661 at 6%; with 50% employer match about $593,661 at 4% or $395,774 at 6%; with 100% employer match about $445,246 at 4% or $296,831 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-3$593,109$106,859$35,620iApproximate average salary by contribution assumption: employee only about $890,492 at 4% or $593,661 at 6%; with 50% employer match about $593,661 at 4% or $395,774 at 6%; with 100% employer match about $445,246 at 4% or $296,831 at 6%.
200714$0$0-
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4---
200614$658,966$73,911$18,478iApproximate average salary by contribution assumption: employee only about $461,944 at 4% or $307,963 at 6%; with 50% employer match about $307,963 at 4% or $205,308 at 6%; with 100% employer match about $230,972 at 4% or $153,981 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$658,966$73,911$18,478iApproximate average salary by contribution assumption: employee only about $461,944 at 4% or $307,963 at 6%; with 50% employer match about $307,963 at 4% or $205,308 at 6%; with 100% employer match about $230,972 at 4% or $153,981 at 6%.
200513$527,498$97,760$32,587iApproximate average salary by contribution assumption: employee only about $814,667 at 4% or $543,111 at 6%; with 50% employer match about $543,111 at 4% or $362,074 at 6%; with 100% employer match about $407,333 at 4% or $271,556 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-3$527,498$97,760$32,587iApproximate average salary by contribution assumption: employee only about $814,667 at 4% or $543,111 at 6%; with 50% employer match about $543,111 at 4% or $362,074 at 6%; with 100% employer match about $407,333 at 4% or $271,556 at 6%.
200413$404,002$101,393$33,798iApproximate average salary by contribution assumption: employee only about $844,942 at 4% or $563,294 at 6%; with 50% employer match about $563,294 at 4% or $375,530 at 6%; with 100% employer match about $422,471 at 4% or $281,647 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-3$404,002$101,393$33,798iApproximate average salary by contribution assumption: employee only about $844,942 at 4% or $563,294 at 6%; with 50% employer match about $563,294 at 4% or $375,530 at 6%; with 100% employer match about $422,471 at 4% or $281,647 at 6%.
200314$276,689$250,008$62,502iApproximate average salary by contribution assumption: employee only about $1,562,550 at 4% or $1,041,700 at 6%; with 50% employer match about $1,041,700 at 4% or $694,467 at 6%; with 100% employer match about $781,275 at 4% or $520,850 at 6%.
Francisco & Associates Inc. 401(K) Profit Sharing Plan and Trust-4$276,689$250,008$62,502iApproximate average salary by contribution assumption: employee only about $1,562,550 at 4% or $1,041,700 at 6%; with 50% employer match about $1,041,700 at 4% or $694,467 at 6%; with 100% employer match about $781,275 at 4% or $520,850 at 6%.