Civic Intelligence

Bolen Fransen LLP

Plan context: Bolen Fransen LLP 401(K) Profit Sharing Plan

EIN 77-0144547 • Fresno, CA • 23 filings • 7 plans

5088 N. Fruit Avenue Suite 101Fresno, CA 93711
Current Snapshot

Latest Year

2022

2022 Participants

18

2022 Assets

$5,981,850

2022 Contributions

$168,766

Historical Graphs

Total Assets Over Time

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

$10,499,504$5,249,752$0200220132022YearValue
$5,981,850Latest year 2022

Participants Over Time

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

23120200020112022YearValue
18Latest year 2022

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
2022118$5,981,850$168,766$9,376iApproximate average salary by contribution assumption: employee only about $234,397 at 4% or $156,265 at 6%; with 50% employer match about $156,265 at 4% or $104,177 at 6%; with 100% employer match about $117,199 at 4% or $78,132 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-18$5,981,850$168,766$9,376iApproximate average salary by contribution assumption: employee only about $234,397 at 4% or $156,265 at 6%; with 50% employer match about $156,265 at 4% or $104,177 at 6%; with 100% employer match about $117,199 at 4% or $78,132 at 6%.
2021122$9,700,574$200,698$9,123iApproximate average salary by contribution assumption: employee only about $228,066 at 4% or $152,044 at 6%; with 50% employer match about $152,044 at 4% or $101,363 at 6%; with 100% employer match about $114,033 at 4% or $76,022 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-22$9,700,574$200,698$9,123iApproximate average salary by contribution assumption: employee only about $228,066 at 4% or $152,044 at 6%; with 50% employer match about $152,044 at 4% or $101,363 at 6%; with 100% employer match about $114,033 at 4% or $76,022 at 6%.
2020123$8,710,039$231,723$10,075iApproximate average salary by contribution assumption: employee only about $251,873 at 4% or $167,915 at 6%; with 50% employer match about $167,915 at 4% or $111,943 at 6%; with 100% employer match about $125,936 at 4% or $83,958 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-23$8,710,039$231,723$10,075iApproximate average salary by contribution assumption: employee only about $251,873 at 4% or $167,915 at 6%; with 50% employer match about $167,915 at 4% or $111,943 at 6%; with 100% employer match about $125,936 at 4% or $83,958 at 6%.
2019112$8,437,061$248,859$20,738iApproximate average salary by contribution assumption: employee only about $518,456 at 4% or $345,638 at 6%; with 50% employer match about $345,638 at 4% or $230,425 at 6%; with 100% employer match about $259,228 at 4% or $172,819 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-12$8,437,061$248,859$20,738iApproximate average salary by contribution assumption: employee only about $518,456 at 4% or $345,638 at 6%; with 50% employer match about $345,638 at 4% or $230,425 at 6%; with 100% employer match about $259,228 at 4% or $172,819 at 6%.
2018113$8,597,747$348,311$26,793iApproximate average salary by contribution assumption: employee only about $669,829 at 4% or $446,553 at 6%; with 50% employer match about $446,553 at 4% or $297,702 at 6%; with 100% employer match about $334,914 at 4% or $223,276 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-13$8,597,747$348,311$26,793iApproximate average salary by contribution assumption: employee only about $669,829 at 4% or $446,553 at 6%; with 50% employer match about $446,553 at 4% or $297,702 at 6%; with 100% employer match about $334,914 at 4% or $223,276 at 6%.
2017111$10,499,504$299,124$27,193iApproximate average salary by contribution assumption: employee only about $679,827 at 4% or $453,218 at 6%; with 50% employer match about $453,218 at 4% or $302,145 at 6%; with 100% employer match about $339,914 at 4% or $226,609 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-11$10,499,504$299,124$27,193iApproximate average salary by contribution assumption: employee only about $679,827 at 4% or $453,218 at 6%; with 50% employer match about $453,218 at 4% or $302,145 at 6%; with 100% employer match about $339,914 at 4% or $226,609 at 6%.
2016114$9,270,900$345,651$24,689iApproximate average salary by contribution assumption: employee only about $617,234 at 4% or $411,489 at 6%; with 50% employer match about $411,489 at 4% or $274,326 at 6%; with 100% employer match about $308,617 at 4% or $205,745 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-14$9,270,900$345,651$24,689iApproximate average salary by contribution assumption: employee only about $617,234 at 4% or $411,489 at 6%; with 50% employer match about $411,489 at 4% or $274,326 at 6%; with 100% employer match about $308,617 at 4% or $205,745 at 6%.
2015117$9,115,209$705,745$41,514iApproximate average salary by contribution assumption: employee only about $1,037,860 at 4% or $691,907 at 6%; with 50% employer match about $691,907 at 4% or $461,271 at 6%; with 100% employer match about $518,930 at 4% or $345,953 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-17$9,115,209$705,745$41,514iApproximate average salary by contribution assumption: employee only about $1,037,860 at 4% or $691,907 at 6%; with 50% employer match about $691,907 at 4% or $461,271 at 6%; with 100% employer match about $518,930 at 4% or $345,953 at 6%.
2014116$8,266,570$361,345$22,584iApproximate average salary by contribution assumption: employee only about $564,602 at 4% or $376,401 at 6%; with 50% employer match about $376,401 at 4% or $250,934 at 6%; with 100% employer match about $282,301 at 4% or $188,201 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-16$8,266,570$361,345$22,584iApproximate average salary by contribution assumption: employee only about $564,602 at 4% or $376,401 at 6%; with 50% employer match about $376,401 at 4% or $250,934 at 6%; with 100% employer match about $282,301 at 4% or $188,201 at 6%.
2013119$5,570,107$279,113$14,690iApproximate average salary by contribution assumption: employee only about $367,254 at 4% or $244,836 at 6%; with 50% employer match about $244,836 at 4% or $163,224 at 6%; with 100% employer match about $183,627 at 4% or $122,418 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-19$5,570,107$279,113$14,690iApproximate average salary by contribution assumption: employee only about $367,254 at 4% or $244,836 at 6%; with 50% employer match about $244,836 at 4% or $163,224 at 6%; with 100% employer match about $183,627 at 4% or $122,418 at 6%.
2012115$4,886,037$240,729$16,049iApproximate average salary by contribution assumption: employee only about $401,215 at 4% or $267,477 at 6%; with 50% employer match about $267,477 at 4% or $178,318 at 6%; with 100% employer match about $200,608 at 4% or $133,738 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-15$4,886,037$240,729$16,049iApproximate average salary by contribution assumption: employee only about $401,215 at 4% or $267,477 at 6%; with 50% employer match about $267,477 at 4% or $178,318 at 6%; with 100% employer match about $200,608 at 4% or $133,738 at 6%.
2011113$4,289,617$221,135$17,010iApproximate average salary by contribution assumption: employee only about $425,260 at 4% or $283,506 at 6%; with 50% employer match about $283,506 at 4% or $189,004 at 6%; with 100% employer match about $212,630 at 4% or $141,753 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-13$4,289,617$221,135$17,010iApproximate average salary by contribution assumption: employee only about $425,260 at 4% or $283,506 at 6%; with 50% employer match about $283,506 at 4% or $189,004 at 6%; with 100% employer match about $212,630 at 4% or $141,753 at 6%.
2010114$4,022,355$215,287$15,378iApproximate average salary by contribution assumption: employee only about $384,441 at 4% or $256,294 at 6%; with 50% employer match about $256,294 at 4% or $170,863 at 6%; with 100% employer match about $192,221 at 4% or $128,147 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-14$4,022,355$215,287$15,378iApproximate average salary by contribution assumption: employee only about $384,441 at 4% or $256,294 at 6%; with 50% employer match about $256,294 at 4% or $170,863 at 6%; with 100% employer match about $192,221 at 4% or $128,147 at 6%.
2009115$3,531,150$232,175$15,478iApproximate average salary by contribution assumption: employee only about $386,958 at 4% or $257,972 at 6%; with 50% employer match about $257,972 at 4% or $171,981 at 6%; with 100% employer match about $193,479 at 4% or $128,986 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-15$3,531,150$232,175$15,478iApproximate average salary by contribution assumption: employee only about $386,958 at 4% or $257,972 at 6%; with 50% employer match about $257,972 at 4% or $171,981 at 6%; with 100% employer match about $193,479 at 4% or $128,986 at 6%.
2008120$3,114,810$238,576$11,929iApproximate average salary by contribution assumption: employee only about $298,220 at 4% or $198,813 at 6%; with 50% employer match about $198,813 at 4% or $132,542 at 6%; with 100% employer match about $149,110 at 4% or $99,407 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-20$3,114,810$238,576$11,929iApproximate average salary by contribution assumption: employee only about $298,220 at 4% or $198,813 at 6%; with 50% employer match about $198,813 at 4% or $132,542 at 6%; with 100% employer match about $149,110 at 4% or $99,407 at 6%.
2007115$0$0-
Bolen Fransen LLP 401(K) Profit Sharing Plan-15---
2006114$3,553,970$253,967$18,141iApproximate average salary by contribution assumption: employee only about $453,513 at 4% or $302,342 at 6%; with 50% employer match about $302,342 at 4% or $201,561 at 6%; with 100% employer match about $226,756 at 4% or $151,171 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-14$3,553,970$253,967$18,141iApproximate average salary by contribution assumption: employee only about $453,513 at 4% or $302,342 at 6%; with 50% employer match about $302,342 at 4% or $201,561 at 6%; with 100% employer match about $226,756 at 4% or $151,171 at 6%.
2005116$3,147,846$219,559$13,722iApproximate average salary by contribution assumption: employee only about $343,061 at 4% or $228,707 at 6%; with 50% employer match about $228,707 at 4% or $152,472 at 6%; with 100% employer match about $171,530 at 4% or $114,354 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-16$3,147,846$219,559$13,722iApproximate average salary by contribution assumption: employee only about $343,061 at 4% or $228,707 at 6%; with 50% employer match about $228,707 at 4% or $152,472 at 6%; with 100% employer match about $171,530 at 4% or $114,354 at 6%.
2004114$2,634,056$173,948$12,425iApproximate average salary by contribution assumption: employee only about $310,621 at 4% or $207,081 at 6%; with 50% employer match about $207,081 at 4% or $138,054 at 6%; with 100% employer match about $155,311 at 4% or $103,540 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-14$2,634,056$173,948$12,425iApproximate average salary by contribution assumption: employee only about $310,621 at 4% or $207,081 at 6%; with 50% employer match about $207,081 at 4% or $138,054 at 6%; with 100% employer match about $155,311 at 4% or $103,540 at 6%.
2003114$2,282,062$199,872$14,277iApproximate average salary by contribution assumption: employee only about $356,914 at 4% or $237,943 at 6%; with 50% employer match about $237,943 at 4% or $158,629 at 6%; with 100% employer match about $178,457 at 4% or $118,971 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-14$2,282,062$199,872$14,277iApproximate average salary by contribution assumption: employee only about $356,914 at 4% or $237,943 at 6%; with 50% employer match about $237,943 at 4% or $158,629 at 6%; with 100% employer match about $178,457 at 4% or $118,971 at 6%.
2002116$1,669,184$190,512$11,907iApproximate average salary by contribution assumption: employee only about $297,675 at 4% or $198,450 at 6%; with 50% employer match about $198,450 at 4% or $132,300 at 6%; with 100% employer match about $148,838 at 4% or $99,225 at 6%.
Bolen Fransen LLP 401(K) Profit Sharing Plan-16$1,669,184$190,512$11,907iApproximate average salary by contribution assumption: employee only about $297,675 at 4% or $198,450 at 6%; with 50% employer match about $198,450 at 4% or $132,300 at 6%; with 100% employer match about $148,838 at 4% or $99,225 at 6%.
2001117$0$0-
Bolen Fransen LLP 401(K) Profit Sharing Plan-17---
2000121$0$0-
Bolen Fransen LLP 401(K) Profit Sharing Plan-21---