Civic Intelligence

Paul Bever Insurance Services

Plan context: Paul Bever Insurance Services 401(K) Plan

EIN 77-0506812 • Los Altos, CA • 12 filings • 1 plans

334 State StreetSte. 205Los Altos, CA 94022
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$927,125

2024 Contributions

$71,637

Historical Graphs

Total Assets Over Time

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

$927,125$463,563$0201320192024YearValue
$927,125Latest year 2024

Participants Over Time

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

320201320192024YearValue
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$927,125$71,637$23,879iApproximate average salary by contribution assumption: employee only about $596,975 at 4% or $397,983 at 6%; with 50% employer match about $397,983 at 4% or $265,322 at 6%; with 100% employer match about $298,488 at 4% or $198,992 at 6%.
Paul Bever Insurance Services 401(K) Plan-3$927,125$71,637$23,879iApproximate average salary by contribution assumption: employee only about $596,975 at 4% or $397,983 at 6%; with 50% employer match about $397,983 at 4% or $265,322 at 6%; with 100% employer match about $298,488 at 4% or $198,992 at 6%.
202313$814,308$70,066$23,355iApproximate average salary by contribution assumption: employee only about $583,883 at 4% or $389,256 at 6%; with 50% employer match about $389,256 at 4% or $259,504 at 6%; with 100% employer match about $291,942 at 4% or $194,628 at 6%.
Paul Bever Insurance Services 401(K) Plan-3$814,308$70,066$23,355iApproximate average salary by contribution assumption: employee only about $583,883 at 4% or $389,256 at 6%; with 50% employer match about $389,256 at 4% or $259,504 at 6%; with 100% employer match about $291,942 at 4% or $194,628 at 6%.
202212$697,421$62,120$31,060iApproximate average salary by contribution assumption: employee only about $776,500 at 4% or $517,667 at 6%; with 50% employer match about $517,667 at 4% or $345,111 at 6%; with 100% employer match about $388,250 at 4% or $258,833 at 6%.
Paul Bever Insurance Services 401(K) Plan-2$697,421$62,120$31,060iApproximate average salary by contribution assumption: employee only about $776,500 at 4% or $517,667 at 6%; with 50% employer match about $517,667 at 4% or $345,111 at 6%; with 100% employer match about $388,250 at 4% or $258,833 at 6%.
202112$756,608$59,360$29,680iApproximate average salary by contribution assumption: employee only about $742,000 at 4% or $494,667 at 6%; with 50% employer match about $494,667 at 4% or $329,778 at 6%; with 100% employer match about $371,000 at 4% or $247,333 at 6%.
Paul Bever Insurance Services 401(K) Plan-2$756,608$59,360$29,680iApproximate average salary by contribution assumption: employee only about $742,000 at 4% or $494,667 at 6%; with 50% employer match about $494,667 at 4% or $329,778 at 6%; with 100% employer match about $371,000 at 4% or $247,333 at 6%.
202012$601,816$59,043$29,522iApproximate average salary by contribution assumption: employee only about $738,038 at 4% or $492,025 at 6%; with 50% employer match about $492,025 at 4% or $328,017 at 6%; with 100% employer match about $369,019 at 4% or $246,013 at 6%.
Paul Bever Insurance Services 401(K) Plan-2$601,816$59,043$29,522iApproximate average salary by contribution assumption: employee only about $738,038 at 4% or $492,025 at 6%; with 50% employer match about $492,025 at 4% or $328,017 at 6%; with 100% employer match about $369,019 at 4% or $246,013 at 6%.
201912$480,347$56,468$28,234iApproximate average salary by contribution assumption: employee only about $705,850 at 4% or $470,567 at 6%; with 50% employer match about $470,567 at 4% or $313,711 at 6%; with 100% employer match about $352,925 at 4% or $235,283 at 6%.
Paul Bever Insurance Services 401(K) Plan-2$480,347$56,468$28,234iApproximate average salary by contribution assumption: employee only about $705,850 at 4% or $470,567 at 6%; with 50% employer match about $470,567 at 4% or $313,711 at 6%; with 100% employer match about $352,925 at 4% or $235,283 at 6%.
201813$358,714$39,003$13,001iApproximate average salary by contribution assumption: employee only about $325,025 at 4% or $216,683 at 6%; with 50% employer match about $216,683 at 4% or $144,456 at 6%; with 100% employer match about $162,513 at 4% or $108,342 at 6%.
Paul Bever Insurance Services 401(K) Plan-3$358,714$39,003$13,001iApproximate average salary by contribution assumption: employee only about $325,025 at 4% or $216,683 at 6%; with 50% employer match about $216,683 at 4% or $144,456 at 6%; with 100% employer match about $162,513 at 4% or $108,342 at 6%.
201712$365,651$35,200$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Paul Bever Insurance Services 401(K) Plan-2$365,651$35,200$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
201611$289,818$34,600$34,600iApproximate average salary by contribution assumption: employee only about $865,000 at 4% or $576,667 at 6%; with 50% employer match about $576,667 at 4% or $384,444 at 6%; with 100% employer match about $432,500 at 4% or $288,333 at 6%.
Paul Bever Insurance Services 401(K) Plan-1$289,818$34,600$34,600iApproximate average salary by contribution assumption: employee only about $865,000 at 4% or $576,667 at 6%; with 50% employer match about $576,667 at 4% or $384,444 at 6%; with 100% employer match about $432,500 at 4% or $288,333 at 6%.
201511$225,357$34,600$34,600iApproximate average salary by contribution assumption: employee only about $865,000 at 4% or $576,667 at 6%; with 50% employer match about $576,667 at 4% or $384,444 at 6%; with 100% employer match about $432,500 at 4% or $288,333 at 6%.
Paul Bever Insurance Services 401(K) Plan-1$225,357$34,600$34,600iApproximate average salary by contribution assumption: employee only about $865,000 at 4% or $576,667 at 6%; with 50% employer match about $576,667 at 4% or $384,444 at 6%; with 100% employer match about $432,500 at 4% or $288,333 at 6%.
201411$196,700$33,400$33,400iApproximate average salary by contribution assumption: employee only about $835,000 at 4% or $556,667 at 6%; with 50% employer match about $556,667 at 4% or $371,111 at 6%; with 100% employer match about $417,500 at 4% or $278,333 at 6%.
Paul Bever Insurance Services 401(K) Plan-1$196,700$33,400$33,400iApproximate average salary by contribution assumption: employee only about $835,000 at 4% or $556,667 at 6%; with 50% employer match about $556,667 at 4% or $371,111 at 6%; with 100% employer match about $417,500 at 4% or $278,333 at 6%.
201311$158,052$40,124$40,124iApproximate average salary by contribution assumption: employee only about $1,003,100 at 4% or $668,733 at 6%; with 50% employer match about $668,733 at 4% or $445,822 at 6%; with 100% employer match about $501,550 at 4% or $334,367 at 6%.
Paul Bever Insurance Services 401(K) Plan-1$158,052$40,124$40,124iApproximate average salary by contribution assumption: employee only about $1,003,100 at 4% or $668,733 at 6%; with 50% employer match about $668,733 at 4% or $445,822 at 6%; with 100% employer match about $501,550 at 4% or $334,367 at 6%.