Civic Intelligence

COUNTINGWORKS, INC.

Plan context: COUNTINGWORKS 401(K) PLAN

EIN 87-2128100 • Newport Beach, CA • 5 filings • 1 plans

2549 Eastbluff Drive448Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$2,542,993

2025 Contributions

$123,096

Historical Graphs

Total Assets Over Time

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

$2,542,993$1,271,497$0202120232025YearValue
$2,542,993Latest year 2025

Participants Over Time

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

25130202120232025YearValue
22Latest 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
2025122$2,542,993$123,096$5,595iApproximate average salary by contribution assumption: employee only about $139,882 at 4% or $93,255 at 6%; with 50% employer match about $93,255 at 4% or $62,170 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%.
COUNTINGWORKS 401(K) PLAN-22$2,542,993$123,096$5,595iApproximate average salary by contribution assumption: employee only about $139,882 at 4% or $93,255 at 6%; with 50% employer match about $93,255 at 4% or $62,170 at 6%; with 100% employer match about $69,941 at 4% or $46,627 at 6%.
2024120$2,069,722$100,364$5,018iApproximate average salary by contribution assumption: employee only about $125,455 at 4% or $83,637 at 6%; with 50% employer match about $83,637 at 4% or $55,758 at 6%; with 100% employer match about $62,728 at 4% or $41,818 at 6%.
COUNTINGWORKS 401(K) PLAN-20$2,069,722$100,364$5,018iApproximate average salary by contribution assumption: employee only about $125,455 at 4% or $83,637 at 6%; with 50% employer match about $83,637 at 4% or $55,758 at 6%; with 100% employer match about $62,728 at 4% or $41,818 at 6%.
2023121$1,717,553$94,098$4,481iApproximate average salary by contribution assumption: employee only about $112,021 at 4% or $74,681 at 6%; with 50% employer match about $74,681 at 4% or $49,787 at 6%; with 100% employer match about $56,011 at 4% or $37,340 at 6%.
COUNTINGWORKS 401(K) PLAN-21$1,717,553$94,098$4,481iApproximate average salary by contribution assumption: employee only about $112,021 at 4% or $74,681 at 6%; with 50% employer match about $74,681 at 4% or $49,787 at 6%; with 100% employer match about $56,011 at 4% or $37,340 at 6%.
2022123$1,351,883$87,401$3,800iApproximate average salary by contribution assumption: employee only about $95,001 at 4% or $63,334 at 6%; with 50% employer match about $63,334 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%.
COUNTINGWORKS 401(K) PLAN-23$1,351,883$87,401$3,800iApproximate average salary by contribution assumption: employee only about $95,001 at 4% or $63,334 at 6%; with 50% employer match about $63,334 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%.
2021125$1,585,509$46,250$1,850iApproximate average salary by contribution assumption: employee only about $46,250 at 4% or $30,833 at 6%; with 50% employer match about $30,833 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%.
COUNTINGWORKS 401(K) PLAN-25$1,585,509$46,250$1,850iApproximate average salary by contribution assumption: employee only about $46,250 at 4% or $30,833 at 6%; with 50% employer match about $30,833 at 4% or $20,556 at 6%; with 100% employer match about $23,125 at 4% or $15,417 at 6%.