Civic Intelligence

Jim Dwyer

Plan context: Jim Dwyer 401(K) Profit Sharing Plan

EIN 72-1588984 • Belmont, CA • 23 filings • 4 plans

1501 El Camino RealSuite GBelmont, CA 94002
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,106,249

2024 Contributions

$102,773

Historical Graphs

Total Assets Over Time

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

$1,106,249$553,125$0201020172024YearValue
$1,106,249Latest year 2024

Participants Over Time

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

320201020172024YearValue
3Latest 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
202413$1,106,249$102,773$34,258iApproximate average salary by contribution assumption: employee only about $856,442 at 4% or $570,961 at 6%; with 50% employer match about $570,961 at 4% or $380,641 at 6%; with 100% employer match about $428,221 at 4% or $285,481 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$1,106,249$102,773$34,258iApproximate average salary by contribution assumption: employee only about $856,442 at 4% or $570,961 at 6%; with 50% employer match about $570,961 at 4% or $380,641 at 6%; with 100% employer match about $428,221 at 4% or $285,481 at 6%.
202313$1,008,812$453,495$151,165iApproximate average salary by contribution assumption: employee only about $3,779,125 at 4% or $2,519,417 at 6%; with 50% employer match about $2,519,417 at 4% or $1,679,611 at 6%; with 100% employer match about $1,889,563 at 4% or $1,259,708 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$1,008,812$453,495$151,165iApproximate average salary by contribution assumption: employee only about $3,779,125 at 4% or $2,519,417 at 6%; with 50% employer match about $2,519,417 at 4% or $1,679,611 at 6%; with 100% employer match about $1,889,563 at 4% or $1,259,708 at 6%.
202220$481,238$20,000-
Jim Dwyer 401(K) Profit Sharing Plan-0$481,238$20,000-
JAMES B. DWYER CASH BALANCE PENSION PLAN-0$0$0-
202123$920,062$14,259$4,753iApproximate average salary by contribution assumption: employee only about $118,825 at 4% or $79,217 at 6%; with 50% employer match about $79,217 at 4% or $52,811 at 6%; with 100% employer match about $59,413 at 4% or $39,608 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$488,584$0-
Jim Dwyer 401(K) Profit Sharing Plan-3$431,478$14,259$4,753iApproximate average salary by contribution assumption: employee only about $118,825 at 4% or $79,217 at 6%; with 50% employer match about $79,217 at 4% or $52,811 at 6%; with 100% employer match about $59,413 at 4% or $39,608 at 6%.
202023$854,352$21,467$7,156iApproximate average salary by contribution assumption: employee only about $178,892 at 4% or $119,261 at 6%; with 50% employer match about $119,261 at 4% or $79,507 at 6%; with 100% employer match about $89,446 at 4% or $59,631 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$458,363$14,259$4,753iApproximate average salary by contribution assumption: employee only about $118,825 at 4% or $79,217 at 6%; with 50% employer match about $79,217 at 4% or $52,811 at 6%; with 100% employer match about $59,413 at 4% or $39,608 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$395,989$7,208$2,403iApproximate average salary by contribution assumption: employee only about $60,067 at 4% or $40,044 at 6%; with 50% employer match about $40,044 at 4% or $26,696 at 6%; with 100% employer match about $30,033 at 4% or $20,022 at 6%.
201923$786,606$51,963$17,321iApproximate average salary by contribution assumption: employee only about $433,025 at 4% or $288,683 at 6%; with 50% employer match about $288,683 at 4% or $192,456 at 6%; with 100% employer match about $216,513 at 4% or $144,342 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$422,013$45,828$15,276iApproximate average salary by contribution assumption: employee only about $381,900 at 4% or $254,600 at 6%; with 50% employer match about $254,600 at 4% or $169,733 at 6%; with 100% employer match about $190,950 at 4% or $127,300 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$364,593$6,135$2,045iApproximate average salary by contribution assumption: employee only about $51,125 at 4% or $34,083 at 6%; with 50% employer match about $34,083 at 4% or $22,722 at 6%; with 100% employer match about $25,563 at 4% or $17,042 at 6%.
201823$673,878$59,938$19,979iApproximate average salary by contribution assumption: employee only about $499,483 at 4% or $332,989 at 6%; with 50% employer match about $332,989 at 4% or $221,993 at 6%; with 100% employer match about $249,742 at 4% or $166,494 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$339,092$7,305$2,435iApproximate average salary by contribution assumption: employee only about $60,875 at 4% or $40,583 at 6%; with 50% employer match about $40,583 at 4% or $27,056 at 6%; with 100% employer match about $30,438 at 4% or $20,292 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$334,786$52,633$17,544iApproximate average salary by contribution assumption: employee only about $438,608 at 4% or $292,406 at 6%; with 50% employer match about $292,406 at 4% or $194,937 at 6%; with 100% employer match about $219,304 at 4% or $146,203 at 6%.
201723$630,383$265,639$88,546iApproximate average salary by contribution assumption: employee only about $2,213,658 at 4% or $1,475,772 at 6%; with 50% employer match about $1,475,772 at 4% or $983,848 at 6%; with 100% employer match about $1,106,829 at 4% or $737,886 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$319,716$257,705$85,902iApproximate average salary by contribution assumption: employee only about $2,147,542 at 4% or $1,431,694 at 6%; with 50% employer match about $1,431,694 at 4% or $954,463 at 6%; with 100% employer match about $1,073,771 at 4% or $715,847 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$310,667$7,934$2,645iApproximate average salary by contribution assumption: employee only about $66,117 at 4% or $44,078 at 6%; with 50% employer match about $44,078 at 4% or $29,385 at 6%; with 100% employer match about $33,058 at 4% or $22,039 at 6%.
201623$401,355$120,836$40,279iApproximate average salary by contribution assumption: employee only about $1,006,967 at 4% or $671,311 at 6%; with 50% employer match about $671,311 at 4% or $447,541 at 6%; with 100% employer match about $503,483 at 4% or $335,656 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$281,368$7,390$2,463iApproximate average salary by contribution assumption: employee only about $61,583 at 4% or $41,056 at 6%; with 50% employer match about $41,056 at 4% or $27,370 at 6%; with 100% employer match about $30,792 at 4% or $20,528 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$119,987$113,446$37,815iApproximate average salary by contribution assumption: employee only about $945,383 at 4% or $630,256 at 6%; with 50% employer match about $630,256 at 4% or $420,170 at 6%; with 100% employer match about $472,692 at 4% or $315,128 at 6%.
201523$370,301$234,871$78,290iApproximate average salary by contribution assumption: employee only about $1,957,258 at 4% or $1,304,839 at 6%; with 50% employer match about $1,304,839 at 4% or $869,893 at 6%; with 100% employer match about $978,629 at 4% or $652,419 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$256,205$6,679$2,226iApproximate average salary by contribution assumption: employee only about $55,658 at 4% or $37,106 at 6%; with 50% employer match about $37,106 at 4% or $24,737 at 6%; with 100% employer match about $27,829 at 4% or $18,553 at 6%.
JAMES B. DWYER CASH BALANCE PENSION PLAN-3$114,096$228,192$76,064iApproximate average salary by contribution assumption: employee only about $1,901,600 at 4% or $1,267,733 at 6%; with 50% employer match about $1,267,733 at 4% or $845,156 at 6%; with 100% employer match about $950,800 at 4% or $633,867 at 6%.
201413$258,276$47,158$15,719iApproximate average salary by contribution assumption: employee only about $392,983 at 4% or $261,989 at 6%; with 50% employer match about $261,989 at 4% or $174,659 at 6%; with 100% employer match about $196,492 at 4% or $130,994 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$258,276$47,158$15,719iApproximate average salary by contribution assumption: employee only about $392,983 at 4% or $261,989 at 6%; with 50% employer match about $261,989 at 4% or $174,659 at 6%; with 100% employer match about $196,492 at 4% or $130,994 at 6%.
201311$209,541$47,935$47,935iApproximate average salary by contribution assumption: employee only about $1,198,375 at 4% or $798,917 at 6%; with 50% employer match about $798,917 at 4% or $532,611 at 6%; with 100% employer match about $599,188 at 4% or $399,458 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-1$209,541$47,935$47,935iApproximate average salary by contribution assumption: employee only about $1,198,375 at 4% or $798,917 at 6%; with 50% employer match about $798,917 at 4% or $532,611 at 6%; with 100% employer match about $599,188 at 4% or $399,458 at 6%.
201213$159,074$43,600$14,533iApproximate average salary by contribution assumption: employee only about $363,333 at 4% or $242,222 at 6%; with 50% employer match about $242,222 at 4% or $161,481 at 6%; with 100% employer match about $181,667 at 4% or $121,111 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$159,074$43,600$14,533iApproximate average salary by contribution assumption: employee only about $363,333 at 4% or $242,222 at 6%; with 50% employer match about $242,222 at 4% or $161,481 at 6%; with 100% employer match about $181,667 at 4% or $121,111 at 6%.
201112$100,660$5,284$2,642iApproximate average salary by contribution assumption: employee only about $66,050 at 4% or $44,033 at 6%; with 50% employer match about $44,033 at 4% or $29,356 at 6%; with 100% employer match about $33,025 at 4% or $22,017 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-2$100,660$5,284$2,642iApproximate average salary by contribution assumption: employee only about $66,050 at 4% or $44,033 at 6%; with 50% employer match about $44,033 at 4% or $29,356 at 6%; with 100% employer match about $33,025 at 4% or $22,017 at 6%.
201013$101,090$42,899$14,300iApproximate average salary by contribution assumption: employee only about $357,492 at 4% or $238,328 at 6%; with 50% employer match about $238,328 at 4% or $158,885 at 6%; with 100% employer match about $178,746 at 4% or $119,164 at 6%.
Jim Dwyer 401(K) Profit Sharing Plan-3$101,090$42,899$14,300iApproximate average salary by contribution assumption: employee only about $357,492 at 4% or $238,328 at 6%; with 50% employer match about $238,328 at 4% or $158,885 at 6%; with 100% employer match about $178,746 at 4% or $119,164 at 6%.