Civic Intelligence

BAY PLANNING COALITION

Plan context: BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST

EIN 94-2882181 • Lafayette, CA • 22 filings • 3 plans

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3527 MT Diablo Blvd Box #273Lafayette, CA 94549
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$38,267

2024 Contributions

$36,068

Historical Graphs

Total Assets Over Time

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

$359,078$179,539$0200320142024YearValue
$38,267Latest year 2024

Participants Over Time

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

530200320142024YearValue
3Latest 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
202413$38,267$36,068$12,023iApproximate average salary by contribution assumption: employee only about $300,567 at 4% or $200,378 at 6%; with 50% employer match about $200,378 at 4% or $133,585 at 6%; with 100% employer match about $150,283 at 4% or $100,189 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-3$38,267$36,068$12,023iApproximate average salary by contribution assumption: employee only about $300,567 at 4% or $200,378 at 6%; with 50% employer match about $200,378 at 4% or $133,585 at 6%; with 100% employer match about $150,283 at 4% or $100,189 at 6%.
202314$344,888$39,990$9,998iApproximate average salary by contribution assumption: employee only about $249,938 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-4$344,888$39,990$9,998iApproximate average salary by contribution assumption: employee only about $249,938 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%.
202214$276,656$38,141$9,535iApproximate average salary by contribution assumption: employee only about $238,381 at 4% or $158,921 at 6%; with 50% employer match about $158,921 at 4% or $105,947 at 6%; with 100% employer match about $119,191 at 4% or $79,460 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-4$276,656$38,141$9,535iApproximate average salary by contribution assumption: employee only about $238,381 at 4% or $158,921 at 6%; with 50% employer match about $158,921 at 4% or $105,947 at 6%; with 100% employer match about $119,191 at 4% or $79,460 at 6%.
202114$359,078$48,041$12,010iApproximate average salary by contribution assumption: employee only about $300,256 at 4% or $200,171 at 6%; with 50% employer match about $200,171 at 4% or $133,447 at 6%; with 100% employer match about $150,128 at 4% or $100,085 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-4$359,078$48,041$12,010iApproximate average salary by contribution assumption: employee only about $300,256 at 4% or $200,171 at 6%; with 50% employer match about $200,171 at 4% or $133,447 at 6%; with 100% employer match about $150,128 at 4% or $100,085 at 6%.
202014$283,202$44,958$11,240iApproximate average salary by contribution assumption: employee only about $280,988 at 4% or $187,325 at 6%; with 50% employer match about $187,325 at 4% or $124,883 at 6%; with 100% employer match about $140,494 at 4% or $93,663 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-4$283,202$44,958$11,240iApproximate average salary by contribution assumption: employee only about $280,988 at 4% or $187,325 at 6%; with 50% employer match about $187,325 at 4% or $124,883 at 6%; with 100% employer match about $140,494 at 4% or $93,663 at 6%.
201913$205,400$61,374$20,458iApproximate average salary by contribution assumption: employee only about $511,450 at 4% or $340,967 at 6%; with 50% employer match about $340,967 at 4% or $227,311 at 6%; with 100% employer match about $255,725 at 4% or $170,483 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-3$205,400$61,374$20,458iApproximate average salary by contribution assumption: employee only about $511,450 at 4% or $340,967 at 6%; with 50% employer match about $340,967 at 4% or $227,311 at 6%; with 100% employer match about $255,725 at 4% or $170,483 at 6%.
201813$587$586$195iApproximate average salary by contribution assumption: employee only about $4,883 at 4% or $3,256 at 6%; with 50% employer match about $3,256 at 4% or $2,170 at 6%; with 100% employer match about $2,442 at 4% or $1,628 at 6%.
BAY PLANNING COALITION 401(K) PROFIT SHARING PLAN & TRUST-3$587$586$195iApproximate average salary by contribution assumption: employee only about $4,883 at 4% or $3,256 at 6%; with 50% employer match about $3,256 at 4% or $2,170 at 6%; with 100% employer match about $2,442 at 4% or $1,628 at 6%.
201715$165,135$24,463$4,893iApproximate average salary by contribution assumption: employee only about $122,315 at 4% or $81,543 at 6%; with 50% employer match about $81,543 at 4% or $54,362 at 6%; with 100% employer match about $61,158 at 4% or $40,772 at 6%.
BAY PLANNING COALITION 401(K) PLAN-5$165,135$24,463$4,893iApproximate average salary by contribution assumption: employee only about $122,315 at 4% or $81,543 at 6%; with 50% employer match about $81,543 at 4% or $54,362 at 6%; with 100% employer match about $61,158 at 4% or $40,772 at 6%.
201613$126,566$21,405$7,135iApproximate average salary by contribution assumption: employee only about $178,375 at 4% or $118,917 at 6%; with 50% employer match about $118,917 at 4% or $79,278 at 6%; with 100% employer match about $89,188 at 4% or $59,458 at 6%.
BAY PLANNING COALITION 401(K) PLAN-3$126,566$21,405$7,135iApproximate average salary by contribution assumption: employee only about $178,375 at 4% or $118,917 at 6%; with 50% employer match about $118,917 at 4% or $79,278 at 6%; with 100% employer match about $89,188 at 4% or $59,458 at 6%.
201512$101,282$20,210$10,105iApproximate average salary by contribution assumption: employee only about $252,625 at 4% or $168,417 at 6%; with 50% employer match about $168,417 at 4% or $112,278 at 6%; with 100% employer match about $126,313 at 4% or $84,208 at 6%.
BAY PLANNING COALITION 401(K) PLAN-2$101,282$20,210$10,105iApproximate average salary by contribution assumption: employee only about $252,625 at 4% or $168,417 at 6%; with 50% employer match about $168,417 at 4% or $112,278 at 6%; with 100% employer match about $126,313 at 4% or $84,208 at 6%.
201413$89,792$19,118$6,373iApproximate average salary by contribution assumption: employee only about $159,317 at 4% or $106,211 at 6%; with 50% employer match about $106,211 at 4% or $70,807 at 6%; with 100% employer match about $79,658 at 4% or $53,106 at 6%.
BAY PLANNING COALITION 401(K) PLAN-3$89,792$19,118$6,373iApproximate average salary by contribution assumption: employee only about $159,317 at 4% or $106,211 at 6%; with 50% employer match about $106,211 at 4% or $70,807 at 6%; with 100% employer match about $79,658 at 4% or $53,106 at 6%.
201313$75,852$20,100$6,700iApproximate average salary by contribution assumption: employee only about $167,500 at 4% or $111,667 at 6%; with 50% employer match about $111,667 at 4% or $74,444 at 6%; with 100% employer match about $83,750 at 4% or $55,833 at 6%.
BAY PLANNING COALITION 401(K) PLAN-3$75,852$20,100$6,700iApproximate average salary by contribution assumption: employee only about $167,500 at 4% or $111,667 at 6%; with 50% employer match about $111,667 at 4% or $74,444 at 6%; with 100% employer match about $83,750 at 4% or $55,833 at 6%.
201213$43,489$17,300$5,767iApproximate average salary by contribution assumption: employee only about $144,167 at 4% or $96,111 at 6%; with 50% employer match about $96,111 at 4% or $64,074 at 6%; with 100% employer match about $72,083 at 4% or $48,056 at 6%.
BAY PLANNING COALITION 401(K) PLAN-3$43,489$17,300$5,767iApproximate average salary by contribution assumption: employee only about $144,167 at 4% or $96,111 at 6%; with 50% employer match about $96,111 at 4% or $64,074 at 6%; with 100% employer match about $72,083 at 4% or $48,056 at 6%.
201112$23,210$30,907$15,454iApproximate average salary by contribution assumption: employee only about $386,338 at 4% or $257,558 at 6%; with 50% employer match about $257,558 at 4% or $171,706 at 6%; with 100% employer match about $193,169 at 4% or $128,779 at 6%.
BAY PLANNING COALITION 401(K) PLAN-2$23,210$30,907$15,454iApproximate average salary by contribution assumption: employee only about $386,338 at 4% or $257,558 at 6%; with 50% employer match about $257,558 at 4% or $171,706 at 6%; with 100% employer match about $193,169 at 4% or $128,779 at 6%.
201012$233,451$28,853$14,427iApproximate average salary by contribution assumption: employee only about $360,663 at 4% or $240,442 at 6%; with 50% employer match about $240,442 at 4% or $160,294 at 6%; with 100% employer match about $180,331 at 4% or $120,221 at 6%.
BAY PLANNING COALITION 401K PLAN-2$233,451$28,853$14,427iApproximate average salary by contribution assumption: employee only about $360,663 at 4% or $240,442 at 6%; with 50% employer match about $240,442 at 4% or $160,294 at 6%; with 100% employer match about $180,331 at 4% or $120,221 at 6%.
200913$184,609$34,292$11,431iApproximate average salary by contribution assumption: employee only about $285,767 at 4% or $190,511 at 6%; with 50% employer match about $190,511 at 4% or $127,007 at 6%; with 100% employer match about $142,883 at 4% or $95,256 at 6%.
BAY PLANNING COALITION 401(K) PLAN-3$184,609$34,292$11,431iApproximate average salary by contribution assumption: employee only about $285,767 at 4% or $190,511 at 6%; with 50% employer match about $190,511 at 4% or $127,007 at 6%; with 100% employer match about $142,883 at 4% or $95,256 at 6%.
200813$120,343$26,982$8,994iApproximate average salary by contribution assumption: employee only about $224,850 at 4% or $149,900 at 6%; with 50% employer match about $149,900 at 4% or $99,933 at 6%; with 100% employer match about $112,425 at 4% or $74,950 at 6%.
BAY PLANNING COALITION 401K PLAN-3$120,343$26,982$8,994iApproximate average salary by contribution assumption: employee only about $224,850 at 4% or $149,900 at 6%; with 50% employer match about $149,900 at 4% or $99,933 at 6%; with 100% employer match about $112,425 at 4% or $74,950 at 6%.
200714$144,865$27,281$6,820iApproximate average salary by contribution assumption: employee only about $170,506 at 4% or $113,671 at 6%; with 50% employer match about $113,671 at 4% or $75,781 at 6%; with 100% employer match about $85,253 at 4% or $56,835 at 6%.
BAY PLANNING COALITION 401K PLAN-4$144,865$27,281$6,820iApproximate average salary by contribution assumption: employee only about $170,506 at 4% or $113,671 at 6%; with 50% employer match about $113,671 at 4% or $75,781 at 6%; with 100% employer match about $85,253 at 4% or $56,835 at 6%.
200614$108,292$23,738$5,935iApproximate average salary by contribution assumption: employee only about $148,363 at 4% or $98,908 at 6%; with 50% employer match about $98,908 at 4% or $65,939 at 6%; with 100% employer match about $74,181 at 4% or $49,454 at 6%.
BAY PLANNING COALITION 401K PLAN-4$108,292$23,738$5,935iApproximate average salary by contribution assumption: employee only about $148,363 at 4% or $98,908 at 6%; with 50% employer match about $98,908 at 4% or $65,939 at 6%; with 100% employer match about $74,181 at 4% or $49,454 at 6%.
200514$78,224$29,090$7,273iApproximate average salary by contribution assumption: employee only about $181,813 at 4% or $121,208 at 6%; with 50% employer match about $121,208 at 4% or $80,806 at 6%; with 100% employer match about $90,906 at 4% or $60,604 at 6%.
BAY PLANNING COALITION 401K PLAN-4$78,224$29,090$7,273iApproximate average salary by contribution assumption: employee only about $181,813 at 4% or $121,208 at 6%; with 50% employer match about $121,208 at 4% or $80,806 at 6%; with 100% employer match about $90,906 at 4% or $60,604 at 6%.
200413$46,061$22,617$7,539iApproximate average salary by contribution assumption: employee only about $188,475 at 4% or $125,650 at 6%; with 50% employer match about $125,650 at 4% or $83,767 at 6%; with 100% employer match about $94,238 at 4% or $62,825 at 6%.
BAY PLANNING COALITION 401K PLAN-3$46,061$22,617$7,539iApproximate average salary by contribution assumption: employee only about $188,475 at 4% or $125,650 at 6%; with 50% employer match about $125,650 at 4% or $83,767 at 6%; with 100% employer match about $94,238 at 4% or $62,825 at 6%.
200313$19,164$17,038$5,679iApproximate average salary by contribution assumption: employee only about $141,983 at 4% or $94,656 at 6%; with 50% employer match about $94,656 at 4% or $63,104 at 6%; with 100% employer match about $70,992 at 4% or $47,328 at 6%.
BAY PLANNING COALITION 401K PLAN-3$19,164$17,038$5,679iApproximate average salary by contribution assumption: employee only about $141,983 at 4% or $94,656 at 6%; with 50% employer match about $94,656 at 4% or $63,104 at 6%; with 100% employer match about $70,992 at 4% or $47,328 at 6%.