Civic Intelligence

Bill Grover & Associates

Plan context: Bill Grover & Associates 401K Plan

EIN 86-1153176 • Mission Viejo, CA • 28 filings • 3 plans

23342 Madero RoadSuite EMission Viejo, CA 92691
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,777,622

2024 Contributions

$297,104

Historical Graphs

Total Assets Over Time

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

$5,578,038$2,789,019$0200620152024YearValue
$1,777,622Latest year 2024

Participants Over Time

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

1050200620152024YearValue
10Latest 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
2024110$1,777,622$297,104$29,710iApproximate average salary by contribution assumption: employee only about $742,760 at 4% or $495,173 at 6%; with 50% employer match about $495,173 at 4% or $330,116 at 6%; with 100% employer match about $371,380 at 4% or $247,587 at 6%.
Bill Grover & Associates 401K Plan-10$1,777,622$297,104$29,710iApproximate average salary by contribution assumption: employee only about $742,760 at 4% or $495,173 at 6%; with 50% employer match about $495,173 at 4% or $330,116 at 6%; with 100% employer match about $371,380 at 4% or $247,587 at 6%.
202338$5,578,038$244,883$30,610iApproximate average salary by contribution assumption: employee only about $765,259 at 4% or $510,173 at 6%; with 50% employer match about $510,173 at 4% or $340,115 at 6%; with 100% employer match about $382,630 at 4% or $255,086 at 6%.
Bill Grover & Associates 401K Plan-8$3,292,433$185,812$23,227iApproximate average salary by contribution assumption: employee only about $580,663 at 4% or $387,108 at 6%; with 50% employer match about $387,108 at 4% or $258,072 at 6%; with 100% employer match about $290,331 at 4% or $193,554 at 6%.
Bill Grover & Associates 401K Plan-7$2,285,605$59,071$8,439iApproximate average salary by contribution assumption: employee only about $210,968 at 4% or $140,645 at 6%; with 50% employer match about $140,645 at 4% or $93,763 at 6%; with 100% employer match about $105,484 at 4% or $70,323 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-0$0--
202228$4,634,827$542,950$67,869iApproximate average salary by contribution assumption: employee only about $1,696,719 at 4% or $1,131,146 at 6%; with 50% employer match about $1,131,146 at 4% or $754,097 at 6%; with 100% employer match about $848,359 at 4% or $565,573 at 6%.
Bill Grover & Associates 401K Plan-8$2,923,554$292,950$36,619iApproximate average salary by contribution assumption: employee only about $915,469 at 4% or $610,313 at 6%; with 50% employer match about $610,313 at 4% or $406,875 at 6%; with 100% employer match about $457,734 at 4% or $305,156 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-8$1,711,273$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
202128$4,679,506$276,158$34,520iApproximate average salary by contribution assumption: employee only about $862,994 at 4% or $575,329 at 6%; with 50% employer match about $575,329 at 4% or $383,553 at 6%; with 100% employer match about $431,497 at 4% or $287,665 at 6%.
Bill Grover & Associates 401K Plan-8$3,079,725$276,158$34,520iApproximate average salary by contribution assumption: employee only about $862,994 at 4% or $575,329 at 6%; with 50% employer match about $575,329 at 4% or $383,553 at 6%; with 100% employer match about $431,497 at 4% or $287,665 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-8$1,599,781$0-
202028$3,927,939$400,616$50,077iApproximate average salary by contribution assumption: employee only about $1,251,925 at 4% or $834,617 at 6%; with 50% employer match about $834,617 at 4% or $556,411 at 6%; with 100% employer match about $625,963 at 4% or $417,308 at 6%.
Bill Grover & Associates 401K Plan-8$2,631,710$236,025$29,503iApproximate average salary by contribution assumption: employee only about $737,578 at 4% or $491,719 at 6%; with 50% employer match about $491,719 at 4% or $327,813 at 6%; with 100% employer match about $368,789 at 4% or $245,859 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-7$1,296,229$164,591$23,513iApproximate average salary by contribution assumption: employee only about $587,825 at 4% or $391,883 at 6%; with 50% employer match about $391,883 at 4% or $261,256 at 6%; with 100% employer match about $293,913 at 4% or $195,942 at 6%.
201928$3,160,843$415,407$51,926iApproximate average salary by contribution assumption: employee only about $1,298,147 at 4% or $865,431 at 6%; with 50% employer match about $865,431 at 4% or $576,954 at 6%; with 100% employer match about $649,073 at 4% or $432,716 at 6%.
Bill Grover & Associates 401K Plan-8$2,170,207$227,019$28,377iApproximate average salary by contribution assumption: employee only about $709,434 at 4% or $472,956 at 6%; with 50% employer match about $472,956 at 4% or $315,304 at 6%; with 100% employer match about $354,717 at 4% or $236,478 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-0$990,636$188,388-
201828$2,358,736$467,382$58,423iApproximate average salary by contribution assumption: employee only about $1,460,569 at 4% or $973,713 at 6%; with 50% employer match about $973,713 at 4% or $649,142 at 6%; with 100% employer match about $730,284 at 4% or $486,856 at 6%.
Bill Grover & Associates 401K Plan-8$1,715,505$217,382$27,173iApproximate average salary by contribution assumption: employee only about $679,319 at 4% or $452,879 at 6%; with 50% employer match about $452,879 at 4% or $301,919 at 6%; with 100% employer match about $339,659 at 4% or $226,440 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-7$643,231$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
201727$1,979,980$384,165$54,881iApproximate average salary by contribution assumption: employee only about $1,372,018 at 4% or $914,679 at 6%; with 50% employer match about $914,679 at 4% or $609,786 at 6%; with 100% employer match about $686,009 at 4% or $457,339 at 6%.
Bill Grover & Associates 401K Plan-7$1,583,463$190,190$27,170iApproximate average salary by contribution assumption: employee only about $679,250 at 4% or $452,833 at 6%; with 50% employer match about $452,833 at 4% or $301,889 at 6%; with 100% employer match about $339,625 at 4% or $226,417 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-7$396,517$193,975$27,711iApproximate average salary by contribution assumption: employee only about $692,768 at 4% or $461,845 at 6%; with 50% employer match about $461,845 at 4% or $307,897 at 6%; with 100% employer match about $346,384 at 4% or $230,923 at 6%.
201626$1,458,056$315,725$52,621iApproximate average salary by contribution assumption: employee only about $1,315,521 at 4% or $877,014 at 6%; with 50% employer match about $877,014 at 4% or $584,676 at 6%; with 100% employer match about $657,760 at 4% or $438,507 at 6%.
Bill Grover & Associates 401K Plan-6$1,285,209$142,878$23,813iApproximate average salary by contribution assumption: employee only about $595,325 at 4% or $396,883 at 6%; with 50% employer match about $396,883 at 4% or $264,589 at 6%; with 100% employer match about $297,663 at 4% or $198,442 at 6%.
BILL GROVER & ASSOCIATES CASH BALANCE PLAN-6$172,847$172,847$28,808iApproximate average salary by contribution assumption: employee only about $720,196 at 4% or $480,131 at 6%; with 50% employer match about $480,131 at 4% or $320,087 at 6%; with 100% employer match about $360,098 at 4% or $240,065 at 6%.
201516$1,081,631$141,023$23,504iApproximate average salary by contribution assumption: employee only about $587,596 at 4% or $391,731 at 6%; with 50% employer match about $391,731 at 4% or $261,154 at 6%; with 100% employer match about $293,798 at 4% or $195,865 at 6%.
Bill Grover & Associates 401K Plan-6$1,081,631$141,023$23,504iApproximate average salary by contribution assumption: employee only about $587,596 at 4% or $391,731 at 6%; with 50% employer match about $391,731 at 4% or $261,154 at 6%; with 100% employer match about $293,798 at 4% or $195,865 at 6%.
201416$952,737$131,763$21,961iApproximate average salary by contribution assumption: employee only about $549,013 at 4% or $366,008 at 6%; with 50% employer match about $366,008 at 4% or $244,006 at 6%; with 100% employer match about $274,506 at 4% or $183,004 at 6%.
Bill Grover & Associates 401K Plan-6$952,737$131,763$21,961iApproximate average salary by contribution assumption: employee only about $549,013 at 4% or $366,008 at 6%; with 50% employer match about $366,008 at 4% or $244,006 at 6%; with 100% employer match about $274,506 at 4% or $183,004 at 6%.
201314$783,422$82,130$20,533iApproximate average salary by contribution assumption: employee only about $513,313 at 4% or $342,208 at 6%; with 50% employer match about $342,208 at 4% or $228,139 at 6%; with 100% employer match about $256,656 at 4% or $171,104 at 6%.
Bill Grover & Associates 401K Plan-4$783,422$82,130$20,533iApproximate average salary by contribution assumption: employee only about $513,313 at 4% or $342,208 at 6%; with 50% employer match about $342,208 at 4% or $228,139 at 6%; with 100% employer match about $256,656 at 4% or $171,104 at 6%.
201214$627,757$75,669$18,917iApproximate average salary by contribution assumption: employee only about $472,931 at 4% or $315,288 at 6%; with 50% employer match about $315,288 at 4% or $210,192 at 6%; with 100% employer match about $236,466 at 4% or $157,644 at 6%.
Bill Grover & Associates 401K Plan-4$627,757$75,669$18,917iApproximate average salary by contribution assumption: employee only about $472,931 at 4% or $315,288 at 6%; with 50% employer match about $315,288 at 4% or $210,192 at 6%; with 100% employer match about $236,466 at 4% or $157,644 at 6%.
201114$498,926$42,300$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
Bill Grover & Associates 401K Plan-4$498,926$42,300$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
201014$599,061$76,341$19,085iApproximate average salary by contribution assumption: employee only about $477,131 at 4% or $318,088 at 6%; with 50% employer match about $318,088 at 4% or $212,058 at 6%; with 100% employer match about $238,566 at 4% or $159,044 at 6%.
Bill Grover & Associates 401K Plan-4$599,061$76,341$19,085iApproximate average salary by contribution assumption: employee only about $477,131 at 4% or $318,088 at 6%; with 50% employer match about $318,088 at 4% or $212,058 at 6%; with 100% employer match about $238,566 at 4% or $159,044 at 6%.
200914$461,626$79,562$19,891iApproximate average salary by contribution assumption: employee only about $497,263 at 4% or $331,508 at 6%; with 50% employer match about $331,508 at 4% or $221,006 at 6%; with 100% employer match about $248,631 at 4% or $165,754 at 6%.
Bill Grover & Associates 401K Plan-4$461,626$79,562$19,891iApproximate average salary by contribution assumption: employee only about $497,263 at 4% or $331,508 at 6%; with 50% employer match about $331,508 at 4% or $221,006 at 6%; with 100% employer match about $248,631 at 4% or $165,754 at 6%.
200815$322,026$80,867$16,173iApproximate average salary by contribution assumption: employee only about $404,335 at 4% or $269,557 at 6%; with 50% employer match about $269,557 at 4% or $179,704 at 6%; with 100% employer match about $202,168 at 4% or $134,778 at 6%.
Bill Grover & Associates 401K Plan-5$322,026$80,867$16,173iApproximate average salary by contribution assumption: employee only about $404,335 at 4% or $269,557 at 6%; with 50% employer match about $269,557 at 4% or $179,704 at 6%; with 100% employer match about $202,168 at 4% or $134,778 at 6%.
200716$623,736$105,786$17,631iApproximate average salary by contribution assumption: employee only about $440,775 at 4% or $293,850 at 6%; with 50% employer match about $293,850 at 4% or $195,900 at 6%; with 100% employer match about $220,388 at 4% or $146,925 at 6%.
Bill Grover & Associates 401K Plan-6$623,736$105,786$17,631iApproximate average salary by contribution assumption: employee only about $440,775 at 4% or $293,850 at 6%; with 50% employer match about $293,850 at 4% or $195,900 at 6%; with 100% employer match about $220,388 at 4% or $146,925 at 6%.
200614$452,598$399,024$99,756iApproximate average salary by contribution assumption: employee only about $2,493,900 at 4% or $1,662,600 at 6%; with 50% employer match about $1,662,600 at 4% or $1,108,400 at 6%; with 100% employer match about $1,246,950 at 4% or $831,300 at 6%.
Bill Grover & Associates 401K Plan-4$452,598$399,024$99,756iApproximate average salary by contribution assumption: employee only about $2,493,900 at 4% or $1,662,600 at 6%; with 50% employer match about $1,662,600 at 4% or $1,108,400 at 6%; with 100% employer match about $1,246,950 at 4% or $831,300 at 6%.