Civic Intelligence

F.R. Bell & Associates Inc.

Plan context: F.R. Bell & Associates Inc. 401(K) Plan

EIN 92-0128211 • Anchorage, AK • 42 filings • 6 plans

801 W Fireweed LnAnchorage, AK 99503-1893
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$5,574,374

2024 Contributions

$124,826

Historical Graphs

Total Assets Over Time

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

$10,645,654$5,322,827$0200120132024YearValue
$5,574,374Latest year 2024

Participants Over Time

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

49250200120132024YearValue
20Latest 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
2024220$5,574,374$124,826$6,241iApproximate average salary by contribution assumption: employee only about $156,033 at 4% or $104,022 at 6%; with 50% employer match about $104,022 at 4% or $69,348 at 6%; with 100% employer match about $78,016 at 4% or $52,011 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-20$3,468,144$124,826$6,241iApproximate average salary by contribution assumption: employee only about $156,033 at 4% or $104,022 at 6%; with 50% employer match about $104,022 at 4% or $69,348 at 6%; with 100% employer match about $78,016 at 4% or $52,011 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-13$2,106,230--
2023220$5,679,194$158,094$7,905iApproximate average salary by contribution assumption: employee only about $197,618 at 4% or $131,745 at 6%; with 50% employer match about $131,745 at 4% or $87,830 at 6%; with 100% employer match about $98,809 at 4% or $65,873 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-20$2,909,726$114,834$5,742iApproximate average salary by contribution assumption: employee only about $143,543 at 4% or $95,695 at 6%; with 50% employer match about $95,695 at 4% or $63,797 at 6%; with 100% employer match about $71,771 at 4% or $47,848 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-16$2,769,468$43,260$2,704iApproximate average salary by contribution assumption: employee only about $67,594 at 4% or $45,063 at 6%; with 50% employer match about $45,063 at 4% or $30,042 at 6%; with 100% employer match about $33,797 at 4% or $22,531 at 6%.
2022224$5,378,792$107,189$4,466iApproximate average salary by contribution assumption: employee only about $111,655 at 4% or $74,437 at 6%; with 50% employer match about $74,437 at 4% or $49,625 at 6%; with 100% employer match about $55,828 at 4% or $37,218 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-15$2,814,215--
F.R. Bell & Associates Inc. 401(K) Plan-24$2,564,577$107,189$4,466iApproximate average salary by contribution assumption: employee only about $111,655 at 4% or $74,437 at 6%; with 50% employer match about $74,437 at 4% or $49,625 at 6%; with 100% employer match about $55,828 at 4% or $37,218 at 6%.
2021228$6,903,360$177,500$6,339iApproximate average salary by contribution assumption: employee only about $158,482 at 4% or $105,655 at 6%; with 50% employer match about $105,655 at 4% or $70,437 at 6%; with 100% employer match about $79,241 at 4% or $52,827 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-16$3,687,668--
F.R. Bell & Associates Inc. 401(K) Plan-28$3,215,692$177,500$6,339iApproximate average salary by contribution assumption: employee only about $158,482 at 4% or $105,655 at 6%; with 50% employer match about $105,655 at 4% or $70,437 at 6%; with 100% employer match about $79,241 at 4% or $52,827 at 6%.
2020232$8,579,993$250,933$7,842iApproximate average salary by contribution assumption: employee only about $196,041 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,130 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-23$4,333,397$45,280$1,969iApproximate average salary by contribution assumption: employee only about $49,217 at 4% or $32,812 at 6%; with 50% employer match about $32,812 at 4% or $21,874 at 6%; with 100% employer match about $24,609 at 4% or $16,406 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-32$4,246,596$205,653$6,427iApproximate average salary by contribution assumption: employee only about $160,666 at 4% or $107,111 at 6%; with 50% employer match about $107,111 at 4% or $71,407 at 6%; with 100% employer match about $80,333 at 4% or $53,555 at 6%.
2019236$8,736,711$969,463$26,930iApproximate average salary by contribution assumption: employee only about $673,238 at 4% or $448,825 at 6%; with 50% employer match about $448,825 at 4% or $299,217 at 6%; with 100% employer match about $336,619 at 4% or $224,413 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-23$5,042,491$556,000$24,174iApproximate average salary by contribution assumption: employee only about $604,348 at 4% or $402,899 at 6%; with 50% employer match about $402,899 at 4% or $268,599 at 6%; with 100% employer match about $302,174 at 4% or $201,449 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-36$3,694,220$413,463$11,485iApproximate average salary by contribution assumption: employee only about $287,127 at 4% or $191,418 at 6%; with 50% employer match about $191,418 at 4% or $127,612 at 6%; with 100% employer match about $143,564 at 4% or $95,709 at 6%.
2018239$9,154,403$918,481$23,551iApproximate average salary by contribution assumption: employee only about $588,770 at 4% or $392,513 at 6%; with 50% employer match about $392,513 at 4% or $261,675 at 6%; with 100% employer match about $294,385 at 4% or $196,257 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-34$5,317,139$304,533$8,957iApproximate average salary by contribution assumption: employee only about $223,921 at 4% or $149,281 at 6%; with 50% employer match about $149,281 at 4% or $99,521 at 6%; with 100% employer match about $111,961 at 4% or $74,640 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-39$3,837,264$613,948$15,742iApproximate average salary by contribution assumption: employee only about $393,556 at 4% or $262,371 at 6%; with 50% employer match about $262,371 at 4% or $174,914 at 6%; with 100% employer match about $196,778 at 4% or $131,185 at 6%.
2017237$9,633,414$729,518$19,717iApproximate average salary by contribution assumption: employee only about $492,918 at 4% or $328,612 at 6%; with 50% employer match about $328,612 at 4% or $219,074 at 6%; with 100% employer match about $246,459 at 4% or $164,306 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-37$6,070,105$338,554$9,150iApproximate average salary by contribution assumption: employee only about $228,753 at 4% or $152,502 at 6%; with 50% employer match about $152,502 at 4% or $101,668 at 6%; with 100% employer match about $114,376 at 4% or $76,251 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-36$3,563,309$390,964$10,860iApproximate average salary by contribution assumption: employee only about $271,503 at 4% or $181,002 at 6%; with 50% employer match about $181,002 at 4% or $120,668 at 6%; with 100% employer match about $135,751 at 4% or $90,501 at 6%.
2016243$10,645,654$1,265,690$29,435iApproximate average salary by contribution assumption: employee only about $735,866 at 4% or $490,578 at 6%; with 50% employer match about $490,578 at 4% or $327,052 at 6%; with 100% employer match about $367,933 at 4% or $245,289 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-39$7,644,788$1,004,634$25,760iApproximate average salary by contribution assumption: employee only about $643,996 at 4% or $429,331 at 6%; with 50% employer match about $429,331 at 4% or $286,221 at 6%; with 100% employer match about $321,998 at 4% or $214,665 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-43$3,000,866$261,056$6,071iApproximate average salary by contribution assumption: employee only about $151,777 at 4% or $101,184 at 6%; with 50% employer match about $101,184 at 4% or $67,456 at 6%; with 100% employer match about $75,888 at 4% or $50,592 at 6%.
2015249$10,537,578$1,425,961$29,101iApproximate average salary by contribution assumption: employee only about $727,531 at 4% or $485,021 at 6%; with 50% employer match about $485,021 at 4% or $323,347 at 6%; with 100% employer match about $363,766 at 4% or $242,510 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-42$7,140,458$1,065,898$25,379iApproximate average salary by contribution assumption: employee only about $634,463 at 4% or $422,975 at 6%; with 50% employer match about $422,975 at 4% or $281,984 at 6%; with 100% employer match about $317,232 at 4% or $211,488 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-49$3,397,120$360,063$7,348iApproximate average salary by contribution assumption: employee only about $183,706 at 4% or $122,470 at 6%; with 50% employer match about $122,470 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,235 at 6%.
2014243$8,060,980$1,126,308$26,193iApproximate average salary by contribution assumption: employee only about $654,830 at 4% or $436,553 at 6%; with 50% employer match about $436,553 at 4% or $291,036 at 6%; with 100% employer match about $327,415 at 4% or $218,277 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-43$4,715,333$782,366$18,195iApproximate average salary by contribution assumption: employee only about $454,864 at 4% or $303,243 at 6%; with 50% employer match about $303,243 at 4% or $202,162 at 6%; with 100% employer match about $227,432 at 4% or $151,621 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-41$3,345,647$343,942$8,389iApproximate average salary by contribution assumption: employee only about $209,721 at 4% or $139,814 at 6%; with 50% employer match about $139,814 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
2013237$7,218,363$915,040$24,731iApproximate average salary by contribution assumption: employee only about $618,270 at 4% or $412,180 at 6%; with 50% employer match about $412,180 at 4% or $274,787 at 6%; with 100% employer match about $309,135 at 4% or $206,090 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-35$3,926,924$707,366$20,210iApproximate average salary by contribution assumption: employee only about $505,261 at 4% or $336,841 at 6%; with 50% employer match about $336,841 at 4% or $224,561 at 6%; with 100% employer match about $252,631 at 4% or $168,420 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-37$3,291,439$207,674$5,613iApproximate average salary by contribution assumption: employee only about $140,320 at 4% or $93,547 at 6%; with 50% employer match about $93,547 at 4% or $62,365 at 6%; with 100% employer match about $70,160 at 4% or $46,773 at 6%.
2012240$6,005,168$936,396$23,410iApproximate average salary by contribution assumption: employee only about $585,248 at 4% or $390,165 at 6%; with 50% employer match about $390,165 at 4% or $260,110 at 6%; with 100% employer match about $292,624 at 4% or $195,083 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-39$3,423,649$677,484$17,371iApproximate average salary by contribution assumption: employee only about $434,285 at 4% or $289,523 at 6%; with 50% employer match about $289,523 at 4% or $193,015 at 6%; with 100% employer match about $217,142 at 4% or $144,762 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-40$2,581,519$258,912$6,473iApproximate average salary by contribution assumption: employee only about $161,820 at 4% or $107,880 at 6%; with 50% employer match about $107,880 at 4% or $71,920 at 6%; with 100% employer match about $80,910 at 4% or $53,940 at 6%.
2011240$4,932,434$875,158$21,879iApproximate average salary by contribution assumption: employee only about $546,974 at 4% or $364,649 at 6%; with 50% employer match about $364,649 at 4% or $243,099 at 6%; with 100% employer match about $273,487 at 4% or $182,325 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-35$2,802,410$654,174$18,691iApproximate average salary by contribution assumption: employee only about $467,267 at 4% or $311,511 at 6%; with 50% employer match about $311,511 at 4% or $207,674 at 6%; with 100% employer match about $233,634 at 4% or $155,756 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-40$2,130,024$220,984$5,525iApproximate average salary by contribution assumption: employee only about $138,115 at 4% or $92,077 at 6%; with 50% employer match about $92,077 at 4% or $61,384 at 6%; with 100% employer match about $69,058 at 4% or $46,038 at 6%.
2010243$3,937,763$741,878$17,253iApproximate average salary by contribution assumption: employee only about $431,324 at 4% or $287,550 at 6%; with 50% employer match about $287,550 at 4% or $191,700 at 6%; with 100% employer match about $215,662 at 4% or $143,775 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-43$2,242,114$258,645$6,015iApproximate average salary by contribution assumption: employee only about $150,375 at 4% or $100,250 at 6%; with 50% employer match about $100,250 at 4% or $66,833 at 6%; with 100% employer match about $75,188 at 4% or $50,125 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-40$1,695,649$483,233$12,081iApproximate average salary by contribution assumption: employee only about $302,021 at 4% or $201,347 at 6%; with 50% employer match about $201,347 at 4% or $134,231 at 6%; with 100% employer match about $151,010 at 4% or $100,674 at 6%.
2009244$2,950,180$634,828$14,428iApproximate average salary by contribution assumption: employee only about $360,698 at 4% or $240,465 at 6%; with 50% employer match about $240,465 at 4% or $160,310 at 6%; with 100% employer match about $180,349 at 4% or $120,233 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-44$1,815,288$212,924$4,839iApproximate average salary by contribution assumption: employee only about $120,980 at 4% or $80,653 at 6%; with 50% employer match about $80,653 at 4% or $53,769 at 6%; with 100% employer match about $60,490 at 4% or $40,327 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-37$1,134,892$421,904$11,403iApproximate average salary by contribution assumption: employee only about $285,070 at 4% or $190,047 at 6%; with 50% employer match about $190,047 at 4% or $126,698 at 6%; with 100% employer match about $142,535 at 4% or $95,023 at 6%.
2008235$1,439,459$181,963$5,199iApproximate average salary by contribution assumption: employee only about $129,974 at 4% or $86,649 at 6%; with 50% employer match about $86,649 at 4% or $57,766 at 6%; with 100% employer match about $64,987 at 4% or $43,325 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-35$1,439,459$181,963$5,199iApproximate average salary by contribution assumption: employee only about $129,974 at 4% or $86,649 at 6%; with 50% employer match about $86,649 at 4% or $57,766 at 6%; with 100% employer match about $64,987 at 4% or $43,325 at 6%.
F. R. Bell & Associates Employee Stock Ownership Plan-31---
2007233$0$0-
F.R. Bell & Associates Inc. 401(K) Plan-28---
F. R. Bell & Associates Employee Stock Ownership Plan-33---
2006132$1,612,777$145,762$4,555iApproximate average salary by contribution assumption: employee only about $113,877 at 4% or $75,918 at 6%; with 50% employer match about $75,918 at 4% or $50,612 at 6%; with 100% employer match about $56,938 at 4% or $37,959 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-32$1,612,777$145,762$4,555iApproximate average salary by contribution assumption: employee only about $113,877 at 4% or $75,918 at 6%; with 50% employer match about $75,918 at 4% or $50,612 at 6%; with 100% employer match about $56,938 at 4% or $37,959 at 6%.
2005126$1,288,006$132,398$5,092iApproximate average salary by contribution assumption: employee only about $127,306 at 4% or $84,871 at 6%; with 50% employer match about $84,871 at 4% or $56,580 at 6%; with 100% employer match about $63,653 at 4% or $42,435 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-26$1,288,006$132,398$5,092iApproximate average salary by contribution assumption: employee only about $127,306 at 4% or $84,871 at 6%; with 50% employer match about $84,871 at 4% or $56,580 at 6%; with 100% employer match about $63,653 at 4% or $42,435 at 6%.
2004123$1,178,619$133,023$5,784iApproximate average salary by contribution assumption: employee only about $144,590 at 4% or $96,393 at 6%; with 50% employer match about $96,393 at 4% or $64,262 at 6%; with 100% employer match about $72,295 at 4% or $48,197 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-23$1,178,619$133,023$5,784iApproximate average salary by contribution assumption: employee only about $144,590 at 4% or $96,393 at 6%; with 50% employer match about $96,393 at 4% or $64,262 at 6%; with 100% employer match about $72,295 at 4% or $48,197 at 6%.
2003125$1,080,615$117,214$4,689iApproximate average salary by contribution assumption: employee only about $117,214 at 4% or $78,143 at 6%; with 50% employer match about $78,143 at 4% or $52,095 at 6%; with 100% employer match about $58,607 at 4% or $39,071 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-25$1,080,615$117,214$4,689iApproximate average salary by contribution assumption: employee only about $117,214 at 4% or $78,143 at 6%; with 50% employer match about $78,143 at 4% or $52,095 at 6%; with 100% employer match about $58,607 at 4% or $39,071 at 6%.
2002122$857,753$110,228$5,010iApproximate average salary by contribution assumption: employee only about $125,259 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,671 at 6%; with 100% employer match about $62,630 at 4% or $41,753 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-22$857,753$110,228$5,010iApproximate average salary by contribution assumption: employee only about $125,259 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,671 at 6%; with 100% employer match about $62,630 at 4% or $41,753 at 6%.
2001128$889,641$115,775$4,135iApproximate average salary by contribution assumption: employee only about $103,371 at 4% or $68,914 at 6%; with 50% employer match about $68,914 at 4% or $45,942 at 6%; with 100% employer match about $51,685 at 4% or $34,457 at 6%.
F.R. Bell & Associates Inc. 401(K) Plan-28$889,641$115,775$4,135iApproximate average salary by contribution assumption: employee only about $103,371 at 4% or $68,914 at 6%; with 50% employer match about $68,914 at 4% or $45,942 at 6%; with 100% employer match about $51,685 at 4% or $34,457 at 6%.