Civic Intelligence

Gallen Associates Inc.

Plan context: Gallen Associates Inc. Defined Benefit Plan

EIN 94-2858730 • San Ramon, CA • 46 filings • 4 plans

2603 Camino Ramon, Suite 200San Ramon, CA 94583
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$2,541,405

2022 Contributions

$57,140

Historical Graphs

Total Assets Over Time

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

$3,138,518$1,569,259$0199920122021YearValue
$2,541,405Latest year 2021

Participants Over Time

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

630199920102021YearValue
3Latest year 2021

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
202220$0$0-
Gallen Associates Inc. Defined Benefit Plan-0$0$0-
Gallen Associates Inc. 401K Profit Sharing Plan-0$0$0-
202123$2,541,405$0-
Gallen Associates Inc. Defined Benefit Plan-3$1,981,174$0-
Gallen Associates Inc. 401K Profit Sharing Plan-3$560,231$0-
202023$2,610,530$0-
Gallen Associates Inc. Defined Benefit Plan-3$2,025,104$0-
Gallen Associates Inc. 401K Profit Sharing Plan-3$585,426$0-
201923$2,685,443$57,140$19,047iApproximate average salary by contribution assumption: employee only about $476,167 at 4% or $317,444 at 6%; with 50% employer match about $317,444 at 4% or $211,630 at 6%; with 100% employer match about $238,083 at 4% or $158,722 at 6%.
Gallen Associates Inc. Defined Benefit Plan-3$2,110,548$0-
Gallen Associates Inc. 401K Profit Sharing Plan-3$574,895$57,140$19,047iApproximate average salary by contribution assumption: employee only about $476,167 at 4% or $317,444 at 6%; with 50% employer match about $317,444 at 4% or $211,630 at 6%; with 100% employer match about $238,083 at 4% or $158,722 at 6%.
201823$2,530,983$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Gallen Associates Inc. Defined Benefit Plan-3$1,993,798$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-3$537,185$0-
201723$2,667,206$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Gallen Associates Inc. Defined Benefit Plan-3$2,080,012$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-3$587,194$0-
201623$2,409,647$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Gallen Associates Inc. Defined Benefit Plan-3$1,853,881$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-3$555,766$0-
201525$2,315,523$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Gallen Associates Inc. Defined Benefit Plan-4$1,679,926$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-5$635,597$0-
201425$3,138,518$103,685$20,737iApproximate average salary by contribution assumption: employee only about $518,425 at 4% or $345,617 at 6%; with 50% employer match about $345,617 at 4% or $230,411 at 6%; with 100% employer match about $259,213 at 4% or $172,808 at 6%.
Gallen Associates Inc. Defined Benefit Plan-5$2,428,627$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-5$709,891$3,685$737iApproximate average salary by contribution assumption: employee only about $18,425 at 4% or $12,283 at 6%; with 50% employer match about $12,283 at 4% or $8,189 at 6%; with 100% employer match about $9,213 at 4% or $6,142 at 6%.
201324$3,010,425$185,000$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
Gallen Associates Inc. Defined Benefit Plan-4$2,300,490$185,000$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4$709,935$0-
201224$2,736,207$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Gallen Associates Inc. Defined Benefit Plan-4$2,037,583$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4$698,624$0-
201124$2,460,406$142,500$35,625iApproximate average salary by contribution assumption: employee only about $890,625 at 4% or $593,750 at 6%; with 50% employer match about $593,750 at 4% or $395,833 at 6%; with 100% employer match about $445,313 at 4% or $296,875 at 6%.
Gallen Associates Inc. Defined Benefit Plan-4$1,786,688$142,500$35,625iApproximate average salary by contribution assumption: employee only about $890,625 at 4% or $593,750 at 6%; with 50% employer match about $593,750 at 4% or $395,833 at 6%; with 100% employer match about $445,313 at 4% or $296,875 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4$673,718$0-
201025$2,217,520$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Gallen Associates Inc. Defined Benefit Plan-5$1,576,276$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4$641,244$0-
200924$1,960,530$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Gallen Associates Inc. Defined Benefit Plan-4$1,362,810$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4$597,720$0-
200824$0$0-
Gallen Associates Inc. 401K Profit Sharing Plan-4---
Gallen Associates Inc. Defined Benefit Plan-4---
200724$0$0-
Gallen Associates Inc. Defined Benefit Plan-4---
Gallen Associates Inc. 401K Profit Sharing Plan-4---
200625$1,720,779$118,413$23,683iApproximate average salary by contribution assumption: employee only about $592,065 at 4% or $394,710 at 6%; with 50% employer match about $394,710 at 4% or $263,140 at 6%; with 100% employer match about $296,033 at 4% or $197,355 at 6%.
Gallen Associates Inc. Defined Benefit Plan-5$1,137,423$118,413$23,683iApproximate average salary by contribution assumption: employee only about $592,065 at 4% or $394,710 at 6%; with 50% employer match about $394,710 at 4% or $263,140 at 6%; with 100% employer match about $296,033 at 4% or $197,355 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-5$583,356--
200525$1,444,486$72,452$14,490iApproximate average salary by contribution assumption: employee only about $362,260 at 4% or $241,507 at 6%; with 50% employer match about $241,507 at 4% or $161,004 at 6%; with 100% employer match about $181,130 at 4% or $120,753 at 6%.
Gallen Associates Inc. Defined Benefit Plan-5$909,848$72,452$14,490iApproximate average salary by contribution assumption: employee only about $362,260 at 4% or $241,507 at 6%; with 50% employer match about $241,507 at 4% or $161,004 at 6%; with 100% employer match about $181,130 at 4% or $120,753 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-5$534,638--
200424$1,319,962$121,726$30,432iApproximate average salary by contribution assumption: employee only about $760,788 at 4% or $507,192 at 6%; with 50% employer match about $507,192 at 4% or $338,128 at 6%; with 100% employer match about $380,394 at 4% or $253,596 at 6%.
Gallen Associates Inc. Defined Benefit Plan-4$811,582$121,726$30,432iApproximate average salary by contribution assumption: employee only about $760,788 at 4% or $507,192 at 6%; with 50% employer match about $507,192 at 4% or $338,128 at 6%; with 100% employer match about $380,394 at 4% or $253,596 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4$508,380--
200325$576,968$138,822$27,764iApproximate average salary by contribution assumption: employee only about $694,110 at 4% or $462,740 at 6%; with 50% employer match about $462,740 at 4% or $308,493 at 6%; with 100% employer match about $347,055 at 4% or $231,370 at 6%.
Gallen Associates Inc. Defined Benefit Plan-5$576,968$138,822$27,764iApproximate average salary by contribution assumption: employee only about $694,110 at 4% or $462,740 at 6%; with 50% employer match about $462,740 at 4% or $308,493 at 6%; with 100% employer match about $347,055 at 4% or $231,370 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-4---
200226$895,832$151,350$25,225iApproximate average salary by contribution assumption: employee only about $630,625 at 4% or $420,417 at 6%; with 50% employer match about $420,417 at 4% or $280,278 at 6%; with 100% employer match about $315,313 at 4% or $210,208 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-6$467,882--
Gallen Associates Inc. Defined Benefit Plan-6$427,950$151,350$25,225iApproximate average salary by contribution assumption: employee only about $630,625 at 4% or $420,417 at 6%; with 50% employer match about $420,417 at 4% or $280,278 at 6%; with 100% employer match about $315,313 at 4% or $210,208 at 6%.
200126$0$0-
Gallen Associates Inc. 401K Profit Sharing Plan-4---
Gallen Associates Inc. Defined Benefit Plan-6---
200015$655,194$69,900$13,980iApproximate average salary by contribution assumption: employee only about $349,500 at 4% or $233,000 at 6%; with 50% employer match about $233,000 at 4% or $155,333 at 6%; with 100% employer match about $174,750 at 4% or $116,500 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-5$655,194$69,900$13,980iApproximate average salary by contribution assumption: employee only about $349,500 at 4% or $233,000 at 6%; with 50% employer match about $233,000 at 4% or $155,333 at 6%; with 100% employer match about $174,750 at 4% or $116,500 at 6%.
199915$540,467$74,894$14,979iApproximate average salary by contribution assumption: employee only about $374,470 at 4% or $249,647 at 6%; with 50% employer match about $249,647 at 4% or $166,431 at 6%; with 100% employer match about $187,235 at 4% or $124,823 at 6%.
Gallen Associates Inc. 401K Profit Sharing Plan-5$540,467$74,894$14,979iApproximate average salary by contribution assumption: employee only about $374,470 at 4% or $249,647 at 6%; with 50% employer match about $249,647 at 4% or $166,431 at 6%; with 100% employer match about $187,235 at 4% or $124,823 at 6%.