Civic Intelligence

Barbara Bella & Associates

Plan context: Barbara Bella & Associates 401K Profit Sharing Plan

EIN 94-3124557 • Pleasanton, CA • 45 filings • 4 plans

5776 Stoneridge Mall Road Suite 170Pleasanton, CA 94588
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,890,259

2024 Contributions

$971,368

Historical Graphs

Total Assets Over Time

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

$6,719,547$3,359,774$0199920132024YearValue
$1,890,259Latest year 2024

Participants Over Time

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

1470199920122024YearValue
11Latest 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
2024211$1,890,259$971,368$88,306iApproximate average salary by contribution assumption: employee only about $2,207,655 at 4% or $1,471,770 at 6%; with 50% employer match about $1,471,770 at 4% or $981,180 at 6%; with 100% employer match about $1,103,827 at 4% or $735,885 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-11$1,890,259$971,368$88,306iApproximate average salary by contribution assumption: employee only about $2,207,655 at 4% or $1,471,770 at 6%; with 50% employer match about $1,471,770 at 4% or $981,180 at 6%; with 100% employer match about $1,103,827 at 4% or $735,885 at 6%.
Barbara Bella & Associates Cash Balance Plan-0$0--
2023211$2,651,031$90,493$8,227iApproximate average salary by contribution assumption: employee only about $205,666 at 4% or $137,111 at 6%; with 50% employer match about $137,111 at 4% or $91,407 at 6%; with 100% employer match about $102,833 at 4% or $68,555 at 6%.
Barbara Bella & Associates Cash Balance Plan-7$1,762,372--
Barbara Bella & Associates 401K Profit Sharing Plan-11$888,659$90,493$8,227iApproximate average salary by contribution assumption: employee only about $205,666 at 4% or $137,111 at 6%; with 50% employer match about $137,111 at 4% or $91,407 at 6%; with 100% employer match about $102,833 at 4% or $68,555 at 6%.
2022211$2,890,210$91,031$8,276iApproximate average salary by contribution assumption: employee only about $206,889 at 4% or $137,926 at 6%; with 50% employer match about $137,926 at 4% or $91,951 at 6%; with 100% employer match about $103,444 at 4% or $68,963 at 6%.
Barbara Bella & Associates Cash Balance Plan-7$2,068,122--
Barbara Bella & Associates 401K Profit Sharing Plan-11$822,088$91,031$8,276iApproximate average salary by contribution assumption: employee only about $206,889 at 4% or $137,926 at 6%; with 50% employer match about $137,926 at 4% or $91,951 at 6%; with 100% employer match about $103,444 at 4% or $68,963 at 6%.
2021210$5,335,601$344,766$34,477iApproximate average salary by contribution assumption: employee only about $861,915 at 4% or $574,610 at 6%; with 50% employer match about $574,610 at 4% or $383,073 at 6%; with 100% employer match about $430,958 at 4% or $287,305 at 6%.
Barbara Bella & Associates Cash Balance Plan-6$3,265,240$297,716$49,619iApproximate average salary by contribution assumption: employee only about $1,240,483 at 4% or $826,989 at 6%; with 50% employer match about $826,989 at 4% or $551,326 at 6%; with 100% employer match about $620,242 at 4% or $413,494 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-10$2,070,361$47,050$4,705iApproximate average salary by contribution assumption: employee only about $117,625 at 4% or $78,417 at 6%; with 50% employer match about $78,417 at 4% or $52,278 at 6%; with 100% employer match about $58,813 at 4% or $39,208 at 6%.
202029$6,719,547$29,700$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Barbara Bella & Associates Cash Balance Plan-5$4,001,076--
Barbara Bella & Associates 401K Profit Sharing Plan-9$2,718,471$29,700$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
2019213$5,769,197$27,133$2,087iApproximate average salary by contribution assumption: employee only about $52,179 at 4% or $34,786 at 6%; with 50% employer match about $34,786 at 4% or $23,191 at 6%; with 100% employer match about $26,089 at 4% or $17,393 at 6%.
Barbara Bella & Associates Cash Balance Plan-5$3,409,063--
Barbara Bella & Associates 401K Profit Sharing Plan-13$2,360,134$27,133$2,087iApproximate average salary by contribution assumption: employee only about $52,179 at 4% or $34,786 at 6%; with 50% employer match about $34,786 at 4% or $23,191 at 6%; with 100% employer match about $26,089 at 4% or $17,393 at 6%.
2018212$4,063,830$280,433$23,369iApproximate average salary by contribution assumption: employee only about $584,235 at 4% or $389,490 at 6%; with 50% employer match about $389,490 at 4% or $259,660 at 6%; with 100% employer match about $292,118 at 4% or $194,745 at 6%.
Barbara Bella & Associates Cash Balance Plan-6$2,560,397$188,933$31,489iApproximate average salary by contribution assumption: employee only about $787,221 at 4% or $524,814 at 6%; with 50% employer match about $524,814 at 4% or $349,876 at 6%; with 100% employer match about $393,610 at 4% or $262,407 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-12$1,503,433$91,500$7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,313 at 4% or $63,542 at 6%.
2017211$3,967,892$237,689$21,608iApproximate average salary by contribution assumption: employee only about $540,202 at 4% or $360,135 at 6%; with 50% employer match about $360,135 at 4% or $240,090 at 6%; with 100% employer match about $270,101 at 4% or $180,067 at 6%.
Barbara Bella & Associates Cash Balance Plan-6$2,638,262$168,147$28,025iApproximate average salary by contribution assumption: employee only about $700,613 at 4% or $467,075 at 6%; with 50% employer match about $467,075 at 4% or $311,383 at 6%; with 100% employer match about $350,306 at 4% or $233,538 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-11$1,329,630$69,542$6,322iApproximate average salary by contribution assumption: employee only about $158,050 at 4% or $105,367 at 6%; with 50% employer match about $105,367 at 4% or $70,244 at 6%; with 100% employer match about $79,025 at 4% or $52,683 at 6%.
2016210$3,005,015$305,405$30,541iApproximate average salary by contribution assumption: employee only about $763,513 at 4% or $509,008 at 6%; with 50% employer match about $509,008 at 4% or $339,339 at 6%; with 100% employer match about $381,756 at 4% or $254,504 at 6%.
Barbara Bella & Associates Cash Balance Plan-6$2,062,293$220,244$36,707iApproximate average salary by contribution assumption: employee only about $917,683 at 4% or $611,789 at 6%; with 50% employer match about $611,789 at 4% or $407,859 at 6%; with 100% employer match about $458,842 at 4% or $305,894 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-10$942,722$85,161$8,516iApproximate average salary by contribution assumption: employee only about $212,903 at 4% or $141,935 at 6%; with 50% employer match about $141,935 at 4% or $94,623 at 6%; with 100% employer match about $106,451 at 4% or $70,968 at 6%.
2015211$3,168,598$167,906$15,264iApproximate average salary by contribution assumption: employee only about $381,605 at 4% or $254,403 at 6%; with 50% employer match about $254,403 at 4% or $169,602 at 6%; with 100% employer match about $190,802 at 4% or $127,202 at 6%.
Barbara Bella & Associates Cash Balance Plan-7$2,228,433$112,235$16,034iApproximate average salary by contribution assumption: employee only about $400,839 at 4% or $267,226 at 6%; with 50% employer match about $267,226 at 4% or $178,151 at 6%; with 100% employer match about $200,420 at 4% or $133,613 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-11$940,165$55,671$5,061iApproximate average salary by contribution assumption: employee only about $126,525 at 4% or $84,350 at 6%; with 50% employer match about $84,350 at 4% or $56,233 at 6%; with 100% employer match about $63,263 at 4% or $42,175 at 6%.
2014211$3,576,980$110,379$10,034iApproximate average salary by contribution assumption: employee only about $250,861 at 4% or $167,241 at 6%; with 50% employer match about $167,241 at 4% or $111,494 at 6%; with 100% employer match about $125,431 at 4% or $83,620 at 6%.
Barbara Bella & Associates Cash Balance Plan-8$2,476,673--
Barbara Bella & Associates 401K Profit Sharing Plan-11$1,100,307$110,379$10,034iApproximate average salary by contribution assumption: employee only about $250,861 at 4% or $167,241 at 6%; with 50% employer match about $167,241 at 4% or $111,494 at 6%; with 100% employer match about $125,431 at 4% or $83,620 at 6%.
2013214$3,990,209$296,652$21,189iApproximate average salary by contribution assumption: employee only about $529,736 at 4% or $353,157 at 6%; with 50% employer match about $353,157 at 4% or $235,438 at 6%; with 100% employer match about $264,868 at 4% or $176,579 at 6%.
Barbara Bella & Associates Cash Balance Plan-9$2,580,234$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-14$1,409,975$96,652$6,904iApproximate average salary by contribution assumption: employee only about $172,593 at 4% or $115,062 at 6%; with 50% employer match about $115,062 at 4% or $76,708 at 6%; with 100% employer match about $86,296 at 4% or $57,531 at 6%.
2012213$2,579,735$634,514$48,809iApproximate average salary by contribution assumption: employee only about $1,220,219 at 4% or $813,479 at 6%; with 50% employer match about $813,479 at 4% or $542,320 at 6%; with 100% employer match about $610,110 at 4% or $406,740 at 6%.
Barbara Bella & Associates Cash Balance Plan-9$1,561,811$523,595$58,177iApproximate average salary by contribution assumption: employee only about $1,454,431 at 4% or $969,620 at 6%; with 50% employer match about $969,620 at 4% or $646,414 at 6%; with 100% employer match about $727,215 at 4% or $484,810 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-13$1,017,924$110,919$8,532iApproximate average salary by contribution assumption: employee only about $213,306 at 4% or $142,204 at 6%; with 50% employer match about $142,204 at 4% or $94,803 at 6%; with 100% employer match about $106,653 at 4% or $71,102 at 6%.
2011211$2,332,919$114,313$10,392iApproximate average salary by contribution assumption: employee only about $259,802 at 4% or $173,202 at 6%; with 50% employer match about $173,202 at 4% or $115,468 at 6%; with 100% employer match about $129,901 at 4% or $86,601 at 6%.
Barbara Bella & Associates Cash Balance Plan-8$1,173,324--
Barbara Bella & Associates 401K Profit Sharing Plan-11$1,159,595$114,313$10,392iApproximate average salary by contribution assumption: employee only about $259,802 at 4% or $173,202 at 6%; with 50% employer match about $173,202 at 4% or $115,468 at 6%; with 100% employer match about $129,901 at 4% or $86,601 at 6%.
2010211$2,363,834$68,129$6,194iApproximate average salary by contribution assumption: employee only about $154,839 at 4% or $103,226 at 6%; with 50% employer match about $103,226 at 4% or $68,817 at 6%; with 100% employer match about $77,419 at 4% or $51,613 at 6%.
Barbara Bella & Associates Cash Balance Plan-6$1,336,966$0-
Barbara Bella & Associates 401K Profit Sharing Plan-11$1,026,868$68,129$6,194iApproximate average salary by contribution assumption: employee only about $154,839 at 4% or $103,226 at 6%; with 50% employer match about $103,226 at 4% or $68,817 at 6%; with 100% employer match about $77,419 at 4% or $51,613 at 6%.
2009214$1,406,590$74,525$5,323iApproximate average salary by contribution assumption: employee only about $133,080 at 4% or $88,720 at 6%; with 50% employer match about $88,720 at 4% or $59,147 at 6%; with 100% employer match about $66,540 at 4% or $44,360 at 6%.
Barbara Bella & Associates Cash Balance Plan-9$708,713$32,238$3,582iApproximate average salary by contribution assumption: employee only about $89,550 at 4% or $59,700 at 6%; with 50% employer match about $59,700 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-14$697,877$42,287$3,021iApproximate average salary by contribution assumption: employee only about $75,513 at 4% or $50,342 at 6%; with 50% employer match about $50,342 at 4% or $33,561 at 6%; with 100% employer match about $37,756 at 4% or $25,171 at 6%.
2008210$931,659$390,116$39,012iApproximate average salary by contribution assumption: employee only about $975,290 at 4% or $650,193 at 6%; with 50% employer match about $650,193 at 4% or $433,462 at 6%; with 100% employer match about $487,645 at 4% or $325,097 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-10$501,457$79,652$7,965iApproximate average salary by contribution assumption: employee only about $199,130 at 4% or $132,753 at 6%; with 50% employer match about $132,753 at 4% or $88,502 at 6%; with 100% employer match about $99,565 at 4% or $66,377 at 6%.
Barbara Bella & Associates Cash Balance Plan-6$430,202$310,464$51,744iApproximate average salary by contribution assumption: employee only about $1,293,600 at 4% or $862,400 at 6%; with 50% employer match about $862,400 at 4% or $574,933 at 6%; with 100% employer match about $646,800 at 4% or $431,200 at 6%.
2007210$0$0-
Barbara Bella & Associates 401K Profit Sharing Plan-10---
Barbara Bella & Associates Cash Balance Plan-7---
200628$1,007,757$211,220$26,403iApproximate average salary by contribution assumption: employee only about $660,063 at 4% or $440,042 at 6%; with 50% employer match about $440,042 at 4% or $293,361 at 6%; with 100% employer match about $330,031 at 4% or $220,021 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-7$875,780$79,243$11,320iApproximate average salary by contribution assumption: employee only about $283,011 at 4% or $188,674 at 6%; with 50% employer match about $188,674 at 4% or $125,783 at 6%; with 100% employer match about $141,505 at 4% or $94,337 at 6%.
Barbara Bella & Associates Cash Balance Plan-8$131,977$131,977$16,497iApproximate average salary by contribution assumption: employee only about $412,428 at 4% or $274,952 at 6%; with 50% employer match about $274,952 at 4% or $183,301 at 6%; with 100% employer match about $206,214 at 4% or $137,476 at 6%.
200519$710,261$100,019$11,113iApproximate average salary by contribution assumption: employee only about $277,831 at 4% or $185,220 at 6%; with 50% employer match about $185,220 at 4% or $123,480 at 6%; with 100% employer match about $138,915 at 4% or $92,610 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-9$710,261$100,019$11,113iApproximate average salary by contribution assumption: employee only about $277,831 at 4% or $185,220 at 6%; with 50% employer match about $185,220 at 4% or $123,480 at 6%; with 100% employer match about $138,915 at 4% or $92,610 at 6%.
200418$582,436$87,134$10,892iApproximate average salary by contribution assumption: employee only about $272,294 at 4% or $181,529 at 6%; with 50% employer match about $181,529 at 4% or $121,019 at 6%; with 100% employer match about $136,147 at 4% or $90,765 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-8$582,436$87,134$10,892iApproximate average salary by contribution assumption: employee only about $272,294 at 4% or $181,529 at 6%; with 50% employer match about $181,529 at 4% or $121,019 at 6%; with 100% employer match about $136,147 at 4% or $90,765 at 6%.
200317$537,289$60,362$8,623iApproximate average salary by contribution assumption: employee only about $215,579 at 4% or $143,719 at 6%; with 50% employer match about $143,719 at 4% or $95,813 at 6%; with 100% employer match about $107,789 at 4% or $71,860 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-7$537,289$60,362$8,623iApproximate average salary by contribution assumption: employee only about $215,579 at 4% or $143,719 at 6%; with 50% employer match about $143,719 at 4% or $95,813 at 6%; with 100% employer match about $107,789 at 4% or $71,860 at 6%.
200218$403,042$45,825$5,728iApproximate average salary by contribution assumption: employee only about $143,203 at 4% or $95,469 at 6%; with 50% employer match about $95,469 at 4% or $63,646 at 6%; with 100% employer match about $71,602 at 4% or $47,734 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-8$403,042$45,825$5,728iApproximate average salary by contribution assumption: employee only about $143,203 at 4% or $95,469 at 6%; with 50% employer match about $95,469 at 4% or $63,646 at 6%; with 100% employer match about $71,602 at 4% or $47,734 at 6%.
200119$0$0-
Barbara Bella & Associates 401K Profit Sharing Plan-9---
200019$0$0-
Barbara Bella & Associates 401K Profit Sharing Plan-9---
1999111$467,759$68,514$6,229iApproximate average salary by contribution assumption: employee only about $155,714 at 4% or $103,809 at 6%; with 50% employer match about $103,809 at 4% or $69,206 at 6%; with 100% employer match about $77,857 at 4% or $51,905 at 6%.
Barbara Bella & Associates 401K Profit Sharing Plan-11$467,759$68,514$6,229iApproximate average salary by contribution assumption: employee only about $155,714 at 4% or $103,809 at 6%; with 50% employer match about $103,809 at 4% or $69,206 at 6%; with 100% employer match about $77,857 at 4% or $51,905 at 6%.