Civic Intelligence

Misa Stefen Koller Ward LLP

Plan context: Misa Stefen Koller Ward LLP 401K Plan

EIN 81-1593382 • Westminster, CA • 9 filings • 1 plans

13950 Milton AvenueSuite 200AWestminster, CA 92683
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$6,057,595

2024 Contributions

$790,581

Historical Graphs

Total Assets Over Time

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

$6,057,595$3,028,798$0201620202024YearValue
$6,057,595Latest year 2024

Participants Over Time

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

61310201620202024YearValue
61Latest 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
2024161$6,057,595$790,581$12,960iApproximate average salary by contribution assumption: employee only about $324,009 at 4% or $216,006 at 6%; with 50% employer match about $216,006 at 4% or $144,004 at 6%; with 100% employer match about $162,004 at 4% or $108,003 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-61$6,057,595$790,581$12,960iApproximate average salary by contribution assumption: employee only about $324,009 at 4% or $216,006 at 6%; with 50% employer match about $216,006 at 4% or $144,004 at 6%; with 100% employer match about $162,004 at 4% or $108,003 at 6%.
2023153$4,526,182$906,374$17,101iApproximate average salary by contribution assumption: employee only about $427,535 at 4% or $285,023 at 6%; with 50% employer match about $285,023 at 4% or $190,016 at 6%; with 100% employer match about $213,767 at 4% or $142,512 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-53$4,526,182$906,374$17,101iApproximate average salary by contribution assumption: employee only about $427,535 at 4% or $285,023 at 6%; with 50% employer match about $285,023 at 4% or $190,016 at 6%; with 100% employer match about $213,767 at 4% or $142,512 at 6%.
2022145$3,010,984$561,818$12,485iApproximate average salary by contribution assumption: employee only about $312,121 at 4% or $208,081 at 6%; with 50% employer match about $208,081 at 4% or $138,720 at 6%; with 100% employer match about $156,061 at 4% or $104,040 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-45$3,010,984$561,818$12,485iApproximate average salary by contribution assumption: employee only about $312,121 at 4% or $208,081 at 6%; with 50% employer match about $208,081 at 4% or $138,720 at 6%; with 100% employer match about $156,061 at 4% or $104,040 at 6%.
2021138$3,053,190$527,877$13,892iApproximate average salary by contribution assumption: employee only about $347,288 at 4% or $231,525 at 6%; with 50% employer match about $231,525 at 4% or $154,350 at 6%; with 100% employer match about $173,644 at 4% or $115,763 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-38$3,053,190$527,877$13,892iApproximate average salary by contribution assumption: employee only about $347,288 at 4% or $231,525 at 6%; with 50% employer match about $231,525 at 4% or $154,350 at 6%; with 100% employer match about $173,644 at 4% or $115,763 at 6%.
2020133$2,224,513$513,898$15,573iApproximate average salary by contribution assumption: employee only about $389,317 at 4% or $259,544 at 6%; with 50% employer match about $259,544 at 4% or $173,030 at 6%; with 100% employer match about $194,658 at 4% or $129,772 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-33$2,224,513$513,898$15,573iApproximate average salary by contribution assumption: employee only about $389,317 at 4% or $259,544 at 6%; with 50% employer match about $259,544 at 4% or $173,030 at 6%; with 100% employer match about $194,658 at 4% or $129,772 at 6%.
2019126$1,577,264$734,547$28,252iApproximate average salary by contribution assumption: employee only about $706,295 at 4% or $470,863 at 6%; with 50% employer match about $470,863 at 4% or $313,909 at 6%; with 100% employer match about $353,148 at 4% or $235,432 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-26$1,577,264$734,547$28,252iApproximate average salary by contribution assumption: employee only about $706,295 at 4% or $470,863 at 6%; with 50% employer match about $470,863 at 4% or $313,909 at 6%; with 100% employer match about $353,148 at 4% or $235,432 at 6%.
2018116$635,000$189,910$11,869iApproximate average salary by contribution assumption: employee only about $296,734 at 4% or $197,823 at 6%; with 50% employer match about $197,823 at 4% or $131,882 at 6%; with 100% employer match about $148,367 at 4% or $98,911 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-16$635,000$189,910$11,869iApproximate average salary by contribution assumption: employee only about $296,734 at 4% or $197,823 at 6%; with 50% employer match about $197,823 at 4% or $131,882 at 6%; with 100% employer match about $148,367 at 4% or $98,911 at 6%.
201718$516,937$122,163$15,270iApproximate average salary by contribution assumption: employee only about $381,759 at 4% or $254,506 at 6%; with 50% employer match about $254,506 at 4% or $169,671 at 6%; with 100% employer match about $190,880 at 4% or $127,253 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-8$516,937$122,163$15,270iApproximate average salary by contribution assumption: employee only about $381,759 at 4% or $254,506 at 6%; with 50% employer match about $254,506 at 4% or $169,671 at 6%; with 100% employer match about $190,880 at 4% or $127,253 at 6%.
201617$331,007$322,591$46,084iApproximate average salary by contribution assumption: employee only about $1,152,111 at 4% or $768,074 at 6%; with 50% employer match about $768,074 at 4% or $512,049 at 6%; with 100% employer match about $576,055 at 4% or $384,037 at 6%.
Misa Stefen Koller Ward LLP 401K Plan-7$331,007$322,591$46,084iApproximate average salary by contribution assumption: employee only about $1,152,111 at 4% or $768,074 at 6%; with 50% employer match about $768,074 at 4% or $512,049 at 6%; with 100% employer match about $576,055 at 4% or $384,037 at 6%.