Civic Intelligence

BALBOA BAY PARTNERS LLC

Plan context: BALBOA BAY PARTNERS 401(K) PLAN

EIN 82-2044161 • San Juan Capistrano, CA • 7 filings • 1 plans

31878 Del Obispo St.Suite 118-328San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$2,209,625

2025 Contributions

$483,612

Historical Graphs

Total Assets Over Time

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

$2,209,625$1,104,813$0201920222025YearValue
$2,209,625Latest year 2025

Participants Over Time

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

28140201920222025YearValue
28Latest 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
2025128$2,209,625$483,612$17,272iApproximate average salary by contribution assumption: employee only about $431,796 at 4% or $287,864 at 6%; with 50% employer match about $287,864 at 4% or $191,910 at 6%; with 100% employer match about $215,898 at 4% or $143,932 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-28$2,209,625$483,612$17,272iApproximate average salary by contribution assumption: employee only about $431,796 at 4% or $287,864 at 6%; with 50% employer match about $287,864 at 4% or $191,910 at 6%; with 100% employer match about $215,898 at 4% or $143,932 at 6%.
2024128$1,591,184$536,925$19,176iApproximate average salary by contribution assumption: employee only about $479,397 at 4% or $319,598 at 6%; with 50% employer match about $319,598 at 4% or $213,065 at 6%; with 100% employer match about $239,699 at 4% or $159,799 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-28$1,591,184$536,925$19,176iApproximate average salary by contribution assumption: employee only about $479,397 at 4% or $319,598 at 6%; with 50% employer match about $319,598 at 4% or $213,065 at 6%; with 100% employer match about $239,699 at 4% or $159,799 at 6%.
2023124$928,175$352,748$14,698iApproximate average salary by contribution assumption: employee only about $367,446 at 4% or $244,964 at 6%; with 50% employer match about $244,964 at 4% or $163,309 at 6%; with 100% employer match about $183,723 at 4% or $122,482 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-24$928,175$352,748$14,698iApproximate average salary by contribution assumption: employee only about $367,446 at 4% or $244,964 at 6%; with 50% employer match about $244,964 at 4% or $163,309 at 6%; with 100% employer match about $183,723 at 4% or $122,482 at 6%.
2022126$518,418$288,910$11,112iApproximate average salary by contribution assumption: employee only about $277,798 at 4% or $185,199 at 6%; with 50% employer match about $185,199 at 4% or $123,466 at 6%; with 100% employer match about $138,899 at 4% or $92,599 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-26$518,418$288,910$11,112iApproximate average salary by contribution assumption: employee only about $277,798 at 4% or $185,199 at 6%; with 50% employer match about $185,199 at 4% or $123,466 at 6%; with 100% employer match about $138,899 at 4% or $92,599 at 6%.
2021122$315,950$136,729$6,215iApproximate average salary by contribution assumption: employee only about $155,374 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,055 at 6%; with 100% employer match about $77,687 at 4% or $51,791 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-22$315,950$136,729$6,215iApproximate average salary by contribution assumption: employee only about $155,374 at 4% or $103,583 at 6%; with 50% employer match about $103,583 at 4% or $69,055 at 6%; with 100% employer match about $77,687 at 4% or $51,791 at 6%.
2020121$478,928$109,606$5,219iApproximate average salary by contribution assumption: employee only about $130,483 at 4% or $86,989 at 6%; with 50% employer match about $86,989 at 4% or $57,993 at 6%; with 100% employer match about $65,242 at 4% or $43,494 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-21$478,928$109,606$5,219iApproximate average salary by contribution assumption: employee only about $130,483 at 4% or $86,989 at 6%; with 50% employer match about $86,989 at 4% or $57,993 at 6%; with 100% employer match about $65,242 at 4% or $43,494 at 6%.
2019116$303,514$275,267$17,204iApproximate average salary by contribution assumption: employee only about $430,105 at 4% or $286,736 at 6%; with 50% employer match about $286,736 at 4% or $191,158 at 6%; with 100% employer match about $215,052 at 4% or $143,368 at 6%.
BALBOA BAY PARTNERS 401(K) PLAN-16$303,514$275,267$17,204iApproximate average salary by contribution assumption: employee only about $430,105 at 4% or $286,736 at 6%; with 50% employer match about $286,736 at 4% or $191,158 at 6%; with 100% employer match about $215,052 at 4% or $143,368 at 6%.