Civic Intelligence

Daniel A Bacon

Plan context: American Funds Sefl Emp Ind Ret Plan

EIN 94-2437972 • Fresno, CA • 20 filings • 3 plans

2445 Capitol Street, Suite 160AFresno, CA 93721
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$2,913,409

2020 Contributions

$65,450

Historical Graphs

Total Assets Over Time

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

$3,054,442$1,527,221$0199920132020YearValue
$2,913,409Latest year 2020

Participants Over Time

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

320199920112020YearValue
2Latest year 2020

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
202012$2,913,409$65,450$32,725iApproximate average salary by contribution assumption: employee only about $818,125 at 4% or $545,417 at 6%; with 50% employer match about $545,417 at 4% or $363,611 at 6%; with 100% employer match about $409,063 at 4% or $272,708 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$2,913,409$65,450$32,725iApproximate average salary by contribution assumption: employee only about $818,125 at 4% or $545,417 at 6%; with 50% employer match about $545,417 at 4% or $363,611 at 6%; with 100% employer match about $409,063 at 4% or $272,708 at 6%.
201912$3,054,442$0-
American Funds Sefl Emp Ind Ret Plan-2$3,054,442--
201813$2,650,941$62,531$20,844iApproximate average salary by contribution assumption: employee only about $521,092 at 4% or $347,394 at 6%; with 50% employer match about $347,394 at 4% or $231,596 at 6%; with 100% employer match about $260,546 at 4% or $173,697 at 6%.
American Funds Sefl Emp Ind Ret Plan-3$2,650,941$62,531$20,844iApproximate average salary by contribution assumption: employee only about $521,092 at 4% or $347,394 at 6%; with 50% employer match about $347,394 at 4% or $231,596 at 6%; with 100% employer match about $260,546 at 4% or $173,697 at 6%.
201713$2,695,322$64,279$21,426iApproximate average salary by contribution assumption: employee only about $535,658 at 4% or $357,106 at 6%; with 50% employer match about $357,106 at 4% or $238,070 at 6%; with 100% employer match about $267,829 at 4% or $178,553 at 6%.
American Funds Sefl Emp Ind Ret Plan-3$2,695,322$64,279$21,426iApproximate average salary by contribution assumption: employee only about $535,658 at 4% or $357,106 at 6%; with 50% employer match about $357,106 at 4% or $238,070 at 6%; with 100% employer match about $267,829 at 4% or $178,553 at 6%.
201613$2,298,430$62,920$20,973iApproximate average salary by contribution assumption: employee only about $524,333 at 4% or $349,556 at 6%; with 50% employer match about $349,556 at 4% or $233,037 at 6%; with 100% employer match about $262,167 at 4% or $174,778 at 6%.
American Funds Sefl Emp Ind Ret Plan-3$2,298,430$62,920$20,973iApproximate average salary by contribution assumption: employee only about $524,333 at 4% or $349,556 at 6%; with 50% employer match about $349,556 at 4% or $233,037 at 6%; with 100% employer match about $262,167 at 4% or $174,778 at 6%.
201512$1,992,911$61,343$30,672iApproximate average salary by contribution assumption: employee only about $766,788 at 4% or $511,192 at 6%; with 50% employer match about $511,192 at 4% or $340,794 at 6%; with 100% employer match about $383,394 at 4% or $255,596 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,992,911$61,343$30,672iApproximate average salary by contribution assumption: employee only about $766,788 at 4% or $511,192 at 6%; with 50% employer match about $511,192 at 4% or $340,794 at 6%; with 100% employer match about $383,394 at 4% or $255,596 at 6%.
201412$1,996,159$61,074$30,537iApproximate average salary by contribution assumption: employee only about $763,425 at 4% or $508,950 at 6%; with 50% employer match about $508,950 at 4% or $339,300 at 6%; with 100% employer match about $381,713 at 4% or $254,475 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,996,159$61,074$30,537iApproximate average salary by contribution assumption: employee only about $763,425 at 4% or $508,950 at 6%; with 50% employer match about $508,950 at 4% or $339,300 at 6%; with 100% employer match about $381,713 at 4% or $254,475 at 6%.
201312$1,842,942$55,964$27,982iApproximate average salary by contribution assumption: employee only about $699,550 at 4% or $466,367 at 6%; with 50% employer match about $466,367 at 4% or $310,911 at 6%; with 100% employer match about $349,775 at 4% or $233,183 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,842,942$55,964$27,982iApproximate average salary by contribution assumption: employee only about $699,550 at 4% or $466,367 at 6%; with 50% employer match about $466,367 at 4% or $310,911 at 6%; with 100% employer match about $349,775 at 4% or $233,183 at 6%.
201212$1,525,708$49,547$24,774iApproximate average salary by contribution assumption: employee only about $619,338 at 4% or $412,892 at 6%; with 50% employer match about $412,892 at 4% or $275,261 at 6%; with 100% employer match about $309,669 at 4% or $206,446 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,525,708$49,547$24,774iApproximate average salary by contribution assumption: employee only about $619,338 at 4% or $412,892 at 6%; with 50% employer match about $412,892 at 4% or $275,261 at 6%; with 100% employer match about $309,669 at 4% or $206,446 at 6%.
201112$1,303,643$61,564$30,782iApproximate average salary by contribution assumption: employee only about $769,550 at 4% or $513,033 at 6%; with 50% employer match about $513,033 at 4% or $342,022 at 6%; with 100% employer match about $384,775 at 4% or $256,517 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,303,643$61,564$30,782iApproximate average salary by contribution assumption: employee only about $769,550 at 4% or $513,033 at 6%; with 50% employer match about $513,033 at 4% or $342,022 at 6%; with 100% employer match about $384,775 at 4% or $256,517 at 6%.
201012$1,260,058$43,880$21,940iApproximate average salary by contribution assumption: employee only about $548,500 at 4% or $365,667 at 6%; with 50% employer match about $365,667 at 4% or $243,778 at 6%; with 100% employer match about $274,250 at 4% or $182,833 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,260,058$43,880$21,940iApproximate average salary by contribution assumption: employee only about $548,500 at 4% or $365,667 at 6%; with 50% employer match about $365,667 at 4% or $243,778 at 6%; with 100% employer match about $274,250 at 4% or $182,833 at 6%.
200912$1,139,217$39,799$19,900iApproximate average salary by contribution assumption: employee only about $497,488 at 4% or $331,658 at 6%; with 50% employer match about $331,658 at 4% or $221,106 at 6%; with 100% employer match about $248,744 at 4% or $165,829 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,139,217$39,799$19,900iApproximate average salary by contribution assumption: employee only about $497,488 at 4% or $331,658 at 6%; with 50% employer match about $331,658 at 4% or $221,106 at 6%; with 100% employer match about $248,744 at 4% or $165,829 at 6%.
200812$0$0-
American Funds Sefl Emp Ind Ret Plan-2---
200712$0$0-
American Funds Sefl Emp Ind Ret Plan-2---
200612$1,246,926$39,502$19,751iApproximate average salary by contribution assumption: employee only about $493,775 at 4% or $329,183 at 6%; with 50% employer match about $329,183 at 4% or $219,456 at 6%; with 100% employer match about $246,888 at 4% or $164,592 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,246,926$39,502$19,751iApproximate average salary by contribution assumption: employee only about $493,775 at 4% or $329,183 at 6%; with 50% employer match about $329,183 at 4% or $219,456 at 6%; with 100% employer match about $246,888 at 4% or $164,592 at 6%.
200512$1,015,634$33,669$16,835iApproximate average salary by contribution assumption: employee only about $420,863 at 4% or $280,575 at 6%; with 50% employer match about $280,575 at 4% or $187,050 at 6%; with 100% employer match about $210,431 at 4% or $140,288 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$1,015,634$33,669$16,835iApproximate average salary by contribution assumption: employee only about $420,863 at 4% or $280,575 at 6%; with 50% employer match about $280,575 at 4% or $187,050 at 6%; with 100% employer match about $210,431 at 4% or $140,288 at 6%.
200412$902,202$29,067$14,534iApproximate average salary by contribution assumption: employee only about $363,338 at 4% or $242,225 at 6%; with 50% employer match about $242,225 at 4% or $161,483 at 6%; with 100% employer match about $181,669 at 4% or $121,113 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$902,202$29,067$14,534iApproximate average salary by contribution assumption: employee only about $363,338 at 4% or $242,225 at 6%; with 50% employer match about $242,225 at 4% or $161,483 at 6%; with 100% employer match about $181,669 at 4% or $121,113 at 6%.
200312$0$0-
American Funds Sefl Emp Ind Ret Plan-2---
200212$0$0-
American Funds Sefl Emp Ind Ret Plan-2---
199912$732,404$29,471$14,736iApproximate average salary by contribution assumption: employee only about $368,388 at 4% or $245,592 at 6%; with 50% employer match about $245,592 at 4% or $163,728 at 6%; with 100% employer match about $184,194 at 4% or $122,796 at 6%.
American Funds Sefl Emp Ind Ret Plan-2$732,404$29,471$14,736iApproximate average salary by contribution assumption: employee only about $368,388 at 4% or $245,592 at 6%; with 50% employer match about $245,592 at 4% or $163,728 at 6%; with 100% employer match about $184,194 at 4% or $122,796 at 6%.