Civic Intelligence

Xperience Marketing Inc.

Plan context: XPERIENCE MARKETING, INC. CASH BALANCE PLAN

EIN 81-0579651 • Foothill Ranch, CA • 25 filings • 2 plans

26070 Towne Centre Drive, Suite 100Foothill Ranch, CA 92610
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$7,004,604

2025 Contributions

$655,709

Historical Graphs

Total Assets Over Time

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

$7,004,604$3,502,302$0201220192025YearValue
$7,004,604Latest year 2025

Participants Over Time

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

1890201220192025YearValue
17Latest year 2025

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
2025217$7,004,604$655,709$38,571iApproximate average salary by contribution assumption: employee only about $964,278 at 4% or $642,852 at 6%; with 50% employer match about $642,852 at 4% or $428,568 at 6%; with 100% employer match about $482,139 at 4% or $321,426 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-15$4,268,121$400,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-17$2,736,483$255,709$15,042iApproximate average salary by contribution assumption: employee only about $376,043 at 4% or $250,695 at 6%; with 50% employer match about $250,695 at 4% or $167,130 at 6%; with 100% employer match about $188,021 at 4% or $125,348 at 6%.
2024217$5,567,227$596,122$35,066iApproximate average salary by contribution assumption: employee only about $876,650 at 4% or $584,433 at 6%; with 50% employer match about $584,433 at 4% or $389,622 at 6%; with 100% employer match about $438,325 at 4% or $292,217 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-13$3,425,661$334,277$25,714iApproximate average salary by contribution assumption: employee only about $642,840 at 4% or $428,560 at 6%; with 50% employer match about $428,560 at 4% or $285,707 at 6%; with 100% employer match about $321,420 at 4% or $214,280 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-17$2,141,566$261,845$15,403iApproximate average salary by contribution assumption: employee only about $385,066 at 4% or $256,711 at 6%; with 50% employer match about $256,711 at 4% or $171,141 at 6%; with 100% employer match about $192,533 at 4% or $128,355 at 6%.
2023215$4,846,502$500,347$33,356iApproximate average salary by contribution assumption: employee only about $833,912 at 4% or $555,941 at 6%; with 50% employer match about $555,941 at 4% or $370,627 at 6%; with 100% employer match about $416,956 at 4% or $277,971 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-13$2,805,172$260,700$20,054iApproximate average salary by contribution assumption: employee only about $501,346 at 4% or $334,231 at 6%; with 50% employer match about $334,231 at 4% or $222,821 at 6%; with 100% employer match about $250,673 at 4% or $167,115 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-15$2,041,330$239,647$15,976iApproximate average salary by contribution assumption: employee only about $399,412 at 4% or $266,274 at 6%; with 50% employer match about $266,274 at 4% or $177,516 at 6%; with 100% employer match about $199,706 at 4% or $133,137 at 6%.
2022215$3,863,991$473,072$31,538iApproximate average salary by contribution assumption: employee only about $788,453 at 4% or $525,636 at 6%; with 50% employer match about $525,636 at 4% or $350,424 at 6%; with 100% employer match about $394,227 at 4% or $262,818 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-11$2,202,062$258,023$23,457iApproximate average salary by contribution assumption: employee only about $586,416 at 4% or $390,944 at 6%; with 50% employer match about $390,944 at 4% or $260,629 at 6%; with 100% employer match about $293,208 at 4% or $195,472 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-15$1,661,929$215,049$14,337iApproximate average salary by contribution assumption: employee only about $358,415 at 4% or $238,943 at 6%; with 50% employer match about $238,943 at 4% or $159,296 at 6%; with 100% employer match about $179,208 at 4% or $119,472 at 6%.
2021216$4,305,637$464,856$29,054iApproximate average salary by contribution assumption: employee only about $726,338 at 4% or $484,225 at 6%; with 50% employer match about $484,225 at 4% or $322,817 at 6%; with 100% employer match about $363,169 at 4% or $242,113 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-11$2,316,889$258,000$23,455iApproximate average salary by contribution assumption: employee only about $586,364 at 4% or $390,909 at 6%; with 50% employer match about $390,909 at 4% or $260,606 at 6%; with 100% employer match about $293,182 at 4% or $195,455 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-16$1,988,748$206,856$12,929iApproximate average salary by contribution assumption: employee only about $323,213 at 4% or $215,475 at 6%; with 50% employer match about $215,475 at 4% or $143,650 at 6%; with 100% employer match about $161,606 at 4% or $107,738 at 6%.
2020218$3,564,171$465,047$25,836iApproximate average salary by contribution assumption: employee only about $645,899 at 4% or $430,599 at 6%; with 50% employer match about $430,599 at 4% or $287,066 at 6%; with 100% employer match about $322,949 at 4% or $215,300 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-12$1,895,173$260,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-18$1,668,998$205,047$11,392iApproximate average salary by contribution assumption: employee only about $284,788 at 4% or $189,858 at 6%; with 50% employer match about $189,858 at 4% or $126,572 at 6%; with 100% employer match about $142,394 at 4% or $94,929 at 6%.
2019217$2,689,439$429,164$25,245iApproximate average salary by contribution assumption: employee only about $631,124 at 4% or $420,749 at 6%; with 50% employer match about $420,749 at 4% or $280,499 at 6%; with 100% employer match about $315,562 at 4% or $210,375 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-6$1,430,064$248,000$41,333iApproximate average salary by contribution assumption: employee only about $1,033,333 at 4% or $688,889 at 6%; with 50% employer match about $688,889 at 4% or $459,259 at 6%; with 100% employer match about $516,667 at 4% or $344,444 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-17$1,259,375$181,164$10,657iApproximate average salary by contribution assumption: employee only about $266,418 at 4% or $177,612 at 6%; with 50% employer match about $177,612 at 4% or $118,408 at 6%; with 100% employer match about $133,209 at 4% or $88,806 at 6%.
2018216$1,875,400$390,346$24,397iApproximate average salary by contribution assumption: employee only about $609,916 at 4% or $406,610 at 6%; with 50% employer match about $406,610 at 4% or $271,074 at 6%; with 100% employer match about $304,958 at 4% or $203,305 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-5$1,001,520$246,000$49,200iApproximate average salary by contribution assumption: employee only about $1,230,000 at 4% or $820,000 at 6%; with 50% employer match about $820,000 at 4% or $546,667 at 6%; with 100% employer match about $615,000 at 4% or $410,000 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-16$873,880$144,346$9,022iApproximate average salary by contribution assumption: employee only about $225,541 at 4% or $150,360 at 6%; with 50% employer match about $150,360 at 4% or $100,240 at 6%; with 100% employer match about $112,770 at 4% or $75,180 at 6%.
2017214$1,612,714$411,447$29,389iApproximate average salary by contribution assumption: employee only about $734,727 at 4% or $489,818 at 6%; with 50% employer match about $489,818 at 4% or $326,545 at 6%; with 100% employer match about $367,363 at 4% or $244,909 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-5$813,060$246,000$49,200iApproximate average salary by contribution assumption: employee only about $1,230,000 at 4% or $820,000 at 6%; with 50% employer match about $820,000 at 4% or $546,667 at 6%; with 100% employer match about $615,000 at 4% or $410,000 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-14$799,654$165,447$11,818iApproximate average salary by contribution assumption: employee only about $295,441 at 4% or $196,961 at 6%; with 50% employer match about $196,961 at 4% or $131,307 at 6%; with 100% employer match about $147,721 at 4% or $98,480 at 6%.
2016214$1,051,260$444,499$31,750iApproximate average salary by contribution assumption: employee only about $793,748 at 4% or $529,165 at 6%; with 50% employer match about $529,165 at 4% or $352,777 at 6%; with 100% employer match about $396,874 at 4% or $264,583 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-14$542,405$200,499$14,321iApproximate average salary by contribution assumption: employee only about $358,034 at 4% or $238,689 at 6%; with 50% employer match about $238,689 at 4% or $159,126 at 6%; with 100% employer match about $179,017 at 4% or $119,345 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-4$508,855$244,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
2015212$563,738$389,602$32,467iApproximate average salary by contribution assumption: employee only about $811,671 at 4% or $541,114 at 6%; with 50% employer match about $541,114 at 4% or $360,743 at 6%; with 100% employer match about $405,835 at 4% or $270,557 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-12$319,738$145,602$12,134iApproximate average salary by contribution assumption: employee only about $303,338 at 4% or $202,225 at 6%; with 50% employer match about $202,225 at 4% or $134,817 at 6%; with 100% employer match about $151,669 at 4% or $101,113 at 6%.
XPERIENCE MARKETING, INC. CASH BALANCE PLAN-4$244,000$244,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201417$202,495$90,523$12,932iApproximate average salary by contribution assumption: employee only about $323,296 at 4% or $215,531 at 6%; with 50% employer match about $215,531 at 4% or $143,687 at 6%; with 100% employer match about $161,648 at 4% or $107,765 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-7$202,495$90,523$12,932iApproximate average salary by contribution assumption: employee only about $323,296 at 4% or $215,531 at 6%; with 50% employer match about $215,531 at 4% or $143,687 at 6%; with 100% employer match about $161,648 at 4% or $107,765 at 6%.
201318$137,576$70,659$8,832iApproximate average salary by contribution assumption: employee only about $220,809 at 4% or $147,206 at 6%; with 50% employer match about $147,206 at 4% or $98,138 at 6%; with 100% employer match about $110,405 at 4% or $73,603 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-8$137,576$70,659$8,832iApproximate average salary by contribution assumption: employee only about $220,809 at 4% or $147,206 at 6%; with 50% employer match about $147,206 at 4% or $98,138 at 6%; with 100% employer match about $110,405 at 4% or $73,603 at 6%.
201216$53,116$51,076$8,513iApproximate average salary by contribution assumption: employee only about $212,817 at 4% or $141,878 at 6%; with 50% employer match about $141,878 at 4% or $94,585 at 6%; with 100% employer match about $106,408 at 4% or $70,939 at 6%.
Xperience Marketing Inc. 401(K) Profit Sharing Plan-6$53,116$51,076$8,513iApproximate average salary by contribution assumption: employee only about $212,817 at 4% or $141,878 at 6%; with 50% employer match about $141,878 at 4% or $94,585 at 6%; with 100% employer match about $106,408 at 4% or $70,939 at 6%.