Civic Intelligence

Focus Advisors Inc.

Plan context: FOCUS ADVISORS, INC. CASH BALANCE PLAN

EIN 94-2881091 • Oakland, CA • 14 filings • 2 plans

633 Carlston AvenueOakland, CA 94610
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,235,062

2024 Contributions

$138,222

Historical Graphs

Total Assets Over Time

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

$3,235,062$1,617,531$0201520202024YearValue
$3,235,062Latest year 2024

Participants Over Time

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

740201520202024YearValue
7Latest 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
202427$3,235,062$138,222$19,746iApproximate average salary by contribution assumption: employee only about $493,650 at 4% or $329,100 at 6%; with 50% employer match about $329,100 at 4% or $219,400 at 6%; with 100% employer match about $246,825 at 4% or $164,550 at 6%.
FOCUS ADVISORS, INC. CASH BALANCE PLAN-5$2,015,074$0-
Focus Advisors Inc. 401(K) Profit Sharing Plan-7$1,219,988$138,222$19,746iApproximate average salary by contribution assumption: employee only about $493,650 at 4% or $329,100 at 6%; with 50% employer match about $329,100 at 4% or $219,400 at 6%; with 100% employer match about $246,825 at 4% or $164,550 at 6%.
202327$3,008,958$219,459$31,351iApproximate average salary by contribution assumption: employee only about $783,782 at 4% or $522,521 at 6%; with 50% employer match about $522,521 at 4% or $348,348 at 6%; with 100% employer match about $391,891 at 4% or $261,261 at 6%.
FOCUS ADVISORS, INC. CASH BALANCE PLAN-5$1,989,081$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%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-7$1,019,877$119,459$17,066iApproximate average salary by contribution assumption: employee only about $426,639 at 4% or $284,426 at 6%; with 50% employer match about $284,426 at 4% or $189,617 at 6%; with 100% employer match about $213,320 at 4% or $142,213 at 6%.
202227$2,767,691$161,058$23,008iApproximate average salary by contribution assumption: employee only about $575,207 at 4% or $383,471 at 6%; with 50% employer match about $383,471 at 4% or $255,648 at 6%; with 100% employer match about $287,604 at 4% or $191,736 at 6%.
FOCUS ADVISORS, INC. CASH BALANCE PLAN-5$1,899,356$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%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-7$868,335$61,058$8,723iApproximate average salary by contribution assumption: employee only about $218,064 at 4% or $145,376 at 6%; with 50% employer match about $145,376 at 4% or $96,917 at 6%; with 100% employer match about $109,032 at 4% or $72,688 at 6%.
202127$3,016,943$314,350$44,907iApproximate average salary by contribution assumption: employee only about $1,122,679 at 4% or $748,452 at 6%; with 50% employer match about $748,452 at 4% or $498,968 at 6%; with 100% employer match about $561,339 at 4% or $374,226 at 6%.
FOCUS ADVISORS, INC. CASH BALANCE PLAN-4$2,104,062$164,910$41,228iApproximate average salary by contribution assumption: employee only about $1,030,688 at 4% or $687,125 at 6%; with 50% employer match about $687,125 at 4% or $458,083 at 6%; with 100% employer match about $515,344 at 4% or $343,563 at 6%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-7$912,881$149,440$21,349iApproximate average salary by contribution assumption: employee only about $533,714 at 4% or $355,810 at 6%; with 50% employer match about $355,810 at 4% or $237,206 at 6%; with 100% employer match about $266,857 at 4% or $177,905 at 6%.
202015$793,542$81,684$16,337iApproximate average salary by contribution assumption: employee only about $408,420 at 4% or $272,280 at 6%; with 50% employer match about $272,280 at 4% or $181,520 at 6%; with 100% employer match about $204,210 at 4% or $136,140 at 6%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-5$793,542$81,684$16,337iApproximate average salary by contribution assumption: employee only about $408,420 at 4% or $272,280 at 6%; with 50% employer match about $272,280 at 4% or $181,520 at 6%; with 100% employer match about $204,210 at 4% or $136,140 at 6%.
201915$689,627$489,543$97,909iApproximate average salary by contribution assumption: employee only about $2,447,715 at 4% or $1,631,810 at 6%; with 50% employer match about $1,631,810 at 4% or $1,087,873 at 6%; with 100% employer match about $1,223,858 at 4% or $815,905 at 6%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-5$689,627$489,543$97,909iApproximate average salary by contribution assumption: employee only about $2,447,715 at 4% or $1,631,810 at 6%; with 50% employer match about $1,631,810 at 4% or $1,087,873 at 6%; with 100% employer match about $1,223,858 at 4% or $815,905 at 6%.
201815$199,202$32,828$6,566iApproximate average salary by contribution assumption: employee only about $164,140 at 4% or $109,427 at 6%; with 50% employer match about $109,427 at 4% or $72,951 at 6%; with 100% employer match about $82,070 at 4% or $54,713 at 6%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-5$199,202$32,828$6,566iApproximate average salary by contribution assumption: employee only about $164,140 at 4% or $109,427 at 6%; with 50% employer match about $109,427 at 4% or $72,951 at 6%; with 100% employer match about $82,070 at 4% or $54,713 at 6%.
201714$168,026$0-
Focus Advisors Inc. 401(K) Profit Sharing Plan-4$168,026--
201614$168,002$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-4$168,002$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201514$84,000$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Focus Advisors Inc. 401(K) Profit Sharing Plan-4$84,000$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.