Civic Intelligence

Fallon, Bixby, Cheng & Lee Inc.

Plan context: Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan

EIN 71-1045106 • San Francisco, CA • 16 filings • 1 plans

130 Battery Street, Suite 550San Francisco, CA 94111-2299
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,481,874

2024 Contributions

$88,219

Historical Graphs

Total Assets Over Time

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

$1,481,874$740,937$0200920172024YearValue
$1,481,874Latest year 2024

Participants Over Time

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

1260200920172024YearValue
12Latest 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
2024112$1,481,874$88,219$7,352iApproximate average salary by contribution assumption: employee only about $183,790 at 4% or $122,526 at 6%; with 50% employer match about $122,526 at 4% or $81,684 at 6%; with 100% employer match about $91,895 at 4% or $61,263 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-12$1,481,874$88,219$7,352iApproximate average salary by contribution assumption: employee only about $183,790 at 4% or $122,526 at 6%; with 50% employer match about $122,526 at 4% or $81,684 at 6%; with 100% employer match about $91,895 at 4% or $61,263 at 6%.
2023112$1,223,103$99,229$8,269iApproximate average salary by contribution assumption: employee only about $206,727 at 4% or $137,818 at 6%; with 50% employer match about $137,818 at 4% or $91,879 at 6%; with 100% employer match about $103,364 at 4% or $68,909 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-12$1,223,103$99,229$8,269iApproximate average salary by contribution assumption: employee only about $206,727 at 4% or $137,818 at 6%; with 50% employer match about $137,818 at 4% or $91,879 at 6%; with 100% employer match about $103,364 at 4% or $68,909 at 6%.
2022111$953,152$88,406$8,037iApproximate average salary by contribution assumption: employee only about $200,923 at 4% or $133,948 at 6%; with 50% employer match about $133,948 at 4% or $89,299 at 6%; with 100% employer match about $100,461 at 4% or $66,974 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-11$953,152$88,406$8,037iApproximate average salary by contribution assumption: employee only about $200,923 at 4% or $133,948 at 6%; with 50% employer match about $133,948 at 4% or $89,299 at 6%; with 100% employer match about $100,461 at 4% or $66,974 at 6%.
2021111$1,058,919$74,184$6,744iApproximate average salary by contribution assumption: employee only about $168,600 at 4% or $112,400 at 6%; with 50% employer match about $112,400 at 4% or $74,933 at 6%; with 100% employer match about $84,300 at 4% or $56,200 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-11$1,058,919$74,184$6,744iApproximate average salary by contribution assumption: employee only about $168,600 at 4% or $112,400 at 6%; with 50% employer match about $112,400 at 4% or $74,933 at 6%; with 100% employer match about $84,300 at 4% or $56,200 at 6%.
2020110$855,587$68,673$6,867iApproximate average salary by contribution assumption: employee only about $171,683 at 4% or $114,455 at 6%; with 50% employer match about $114,455 at 4% or $76,303 at 6%; with 100% employer match about $85,841 at 4% or $57,228 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-10$855,587$68,673$6,867iApproximate average salary by contribution assumption: employee only about $171,683 at 4% or $114,455 at 6%; with 50% employer match about $114,455 at 4% or $76,303 at 6%; with 100% employer match about $85,841 at 4% or $57,228 at 6%.
201918$668,561$68,109$8,514iApproximate average salary by contribution assumption: employee only about $212,841 at 4% or $141,894 at 6%; with 50% employer match about $141,894 at 4% or $94,596 at 6%; with 100% employer match about $106,420 at 4% or $70,947 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-8$668,561$68,109$8,514iApproximate average salary by contribution assumption: employee only about $212,841 at 4% or $141,894 at 6%; with 50% employer match about $141,894 at 4% or $94,596 at 6%; with 100% employer match about $106,420 at 4% or $70,947 at 6%.
201818$488,225$64,717$8,090iApproximate average salary by contribution assumption: employee only about $202,241 at 4% or $134,827 at 6%; with 50% employer match about $134,827 at 4% or $89,885 at 6%; with 100% employer match about $101,120 at 4% or $67,414 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-8$488,225$64,717$8,090iApproximate average salary by contribution assumption: employee only about $202,241 at 4% or $134,827 at 6%; with 50% employer match about $134,827 at 4% or $89,885 at 6%; with 100% employer match about $101,120 at 4% or $67,414 at 6%.
201716$464,590$58,269$9,712iApproximate average salary by contribution assumption: employee only about $242,788 at 4% or $161,858 at 6%; with 50% employer match about $161,858 at 4% or $107,906 at 6%; with 100% employer match about $121,394 at 4% or $80,929 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-6$464,590$58,269$9,712iApproximate average salary by contribution assumption: employee only about $242,788 at 4% or $161,858 at 6%; with 50% employer match about $161,858 at 4% or $107,906 at 6%; with 100% employer match about $121,394 at 4% or $80,929 at 6%.
201616$344,590$59,338$9,890iApproximate average salary by contribution assumption: employee only about $247,242 at 4% or $164,828 at 6%; with 50% employer match about $164,828 at 4% or $109,885 at 6%; with 100% employer match about $123,621 at 4% or $82,414 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-6$344,590$59,338$9,890iApproximate average salary by contribution assumption: employee only about $247,242 at 4% or $164,828 at 6%; with 50% employer match about $164,828 at 4% or $109,885 at 6%; with 100% employer match about $123,621 at 4% or $82,414 at 6%.
201515$260,394$0-
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-5$260,394$0-
201415$267,141$0-
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-5$267,141$0-
201315$254,785$0-
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-5$254,785$0-
201216$220,955$0-
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-6$220,955$0-
201116$192,442$7,333$1,222iApproximate average salary by contribution assumption: employee only about $30,554 at 4% or $20,369 at 6%; with 50% employer match about $20,369 at 4% or $13,580 at 6%; with 100% employer match about $15,277 at 4% or $10,185 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-6$192,442$7,333$1,222iApproximate average salary by contribution assumption: employee only about $30,554 at 4% or $20,369 at 6%; with 50% employer match about $20,369 at 4% or $13,580 at 6%; with 100% employer match about $15,277 at 4% or $10,185 at 6%.
201016$203,824$28,814$4,802iApproximate average salary by contribution assumption: employee only about $120,058 at 4% or $80,039 at 6%; with 50% employer match about $80,039 at 4% or $53,359 at 6%; with 100% employer match about $60,029 at 4% or $40,019 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-6$203,824$28,814$4,802iApproximate average salary by contribution assumption: employee only about $120,058 at 4% or $80,039 at 6%; with 50% employer match about $80,039 at 4% or $53,359 at 6%; with 100% employer match about $60,029 at 4% or $40,019 at 6%.
200916$173,289$20,400$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
Fallon, Bixby, Cheng & Lee Inc. 401(K) Profit Sharing Plan-6$173,289$20,400$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.