Booth Banning, L.L.P.
Plan context: Banning LLP Cash Balance Plan
EIN 94-3205482 • Encinitas, CA • 40 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$5,495,556
2024 Contributions
$25,104
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $5,495,556 | $25,104 | $4,184iApproximate average salary by contribution assumption: employee only about $104,600 at 4% or $69,733 at 6%; with 50% employer match about $69,733 at 4% or $46,489 at 6%; with 100% employer match about $52,300 at 4% or $34,867 at 6%. |
| Banning LLP Cash Balance Plan | - | 6 | $5,158,612 | $0 | - |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 6 | $336,944 | $25,104 | $4,184iApproximate average salary by contribution assumption: employee only about $104,600 at 4% or $69,733 at 6%; with 50% employer match about $69,733 at 4% or $46,489 at 6%; with 100% employer match about $52,300 at 4% or $34,867 at 6%. |
| 2023 | 2 | 5 | $6,146,853 | $6,299 | $1,260iApproximate average salary by contribution assumption: employee only about $31,495 at 4% or $20,997 at 6%; with 50% employer match about $20,997 at 4% or $13,998 at 6%; with 100% employer match about $15,748 at 4% or $10,498 at 6%. |
| Banning LLP Cash Balance Plan | - | 5 | $5,889,485 | $0 | - |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 5 | $257,368 | $6,299 | $1,260iApproximate average salary by contribution assumption: employee only about $31,495 at 4% or $20,997 at 6%; with 50% employer match about $20,997 at 4% or $13,998 at 6%; with 100% employer match about $15,748 at 4% or $10,498 at 6%. |
| 2022 | 2 | 5 | $5,525,147 | $10,198 | $2,040iApproximate average salary by contribution assumption: employee only about $50,990 at 4% or $33,993 at 6%; with 50% employer match about $33,993 at 4% or $22,662 at 6%; with 100% employer match about $25,495 at 4% or $16,997 at 6%. |
| Banning LLP Cash Balance Plan | - | 5 | $5,290,850 | $0 | - |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 5 | $234,297 | $10,198 | $2,040iApproximate average salary by contribution assumption: employee only about $50,990 at 4% or $33,993 at 6%; with 50% employer match about $33,993 at 4% or $22,662 at 6%; with 100% employer match about $25,495 at 4% or $16,997 at 6%. |
| 2021 | 2 | 4 | $6,053,374 | $14,367 | $3,592iApproximate average salary by contribution assumption: employee only about $89,794 at 4% or $59,863 at 6%; with 50% employer match about $59,863 at 4% or $39,908 at 6%; with 100% employer match about $44,897 at 4% or $29,931 at 6%. |
| Banning LLP Cash Balance Plan | - | 4 | $5,814,110 | $0 | - |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 4 | $239,264 | $14,367 | $3,592iApproximate average salary by contribution assumption: employee only about $89,794 at 4% or $59,863 at 6%; with 50% employer match about $59,863 at 4% or $39,908 at 6%; with 100% employer match about $44,897 at 4% or $29,931 at 6%. |
| 2020 | 2 | 4 | $5,482,819 | $11,107 | $2,777iApproximate average salary by contribution assumption: employee only about $69,419 at 4% or $46,279 at 6%; with 50% employer match about $46,279 at 4% or $30,853 at 6%; with 100% employer match about $34,709 at 4% or $23,140 at 6%. |
| Banning LLP Cash Balance Plan | - | 4 | $5,287,487 | $0 | - |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 4 | $195,332 | $11,107 | $2,777iApproximate average salary by contribution assumption: employee only about $69,419 at 4% or $46,279 at 6%; with 50% employer match about $46,279 at 4% or $30,853 at 6%; with 100% employer match about $34,709 at 4% or $23,140 at 6%. |
| 2019 | 2 | 5 | $4,742,717 | $120,514 | $24,103iApproximate average salary by contribution assumption: employee only about $602,570 at 4% or $401,713 at 6%; with 50% employer match about $401,713 at 4% or $267,809 at 6%; with 100% employer match about $301,285 at 4% or $200,857 at 6%. |
| Banning LLP Cash Balance Plan | - | 5 | $4,546,708 | $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%. |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 5 | $196,009 | $20,514 | $4,103iApproximate average salary by contribution assumption: employee only about $102,570 at 4% or $68,380 at 6%; with 50% employer match about $68,380 at 4% or $45,587 at 6%; with 100% employer match about $51,285 at 4% or $34,190 at 6%. |
| 2018 | 2 | 6 | $3,887,409 | $542,783 | $90,464iApproximate average salary by contribution assumption: employee only about $2,261,596 at 4% or $1,507,731 at 6%; with 50% employer match about $1,507,731 at 4% or $1,005,154 at 6%; with 100% employer match about $1,130,798 at 4% or $753,865 at 6%. |
| Banning LLP Cash Balance Plan | - | 6 | $3,722,510 | $500,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 6 | $164,899 | $42,783 | $7,131iApproximate average salary by contribution assumption: employee only about $178,263 at 4% or $118,842 at 6%; with 50% employer match about $118,842 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%. |
| 2017 | 2 | 6 | $3,291,377 | $1,378,589 | $229,765iApproximate average salary by contribution assumption: employee only about $5,744,121 at 4% or $3,829,414 at 6%; with 50% employer match about $3,829,414 at 4% or $2,552,943 at 6%; with 100% employer match about $2,872,060 at 4% or $1,914,707 at 6%. |
| Banning LLP Cash Balance Plan | - | 6 | $3,167,304 | $1,300,000 | $216,667iApproximate average salary by contribution assumption: employee only about $5,416,667 at 4% or $3,611,111 at 6%; with 50% employer match about $3,611,111 at 4% or $2,407,407 at 6%; with 100% employer match about $2,708,333 at 4% or $1,805,556 at 6%. |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 6 | $124,073 | $78,589 | $13,098iApproximate average salary by contribution assumption: employee only about $327,454 at 4% or $218,303 at 6%; with 50% employer match about $218,303 at 4% or $145,535 at 6%; with 100% employer match about $163,727 at 4% or $109,151 at 6%. |
| 2016 | 2 | 5 | $1,633,589 | $293,761 | $58,752iApproximate average salary by contribution assumption: employee only about $1,468,805 at 4% or $979,203 at 6%; with 50% employer match about $979,203 at 4% or $652,802 at 6%; with 100% employer match about $734,403 at 4% or $489,602 at 6%. |
| Banning LLP Cash Balance Plan | - | 4 | $1,588,539 | $260,172 | $65,043iApproximate average salary by contribution assumption: employee only about $1,626,075 at 4% or $1,084,050 at 6%; with 50% employer match about $1,084,050 at 4% or $722,700 at 6%; with 100% employer match about $813,038 at 4% or $542,025 at 6%. |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 5 | $45,050 | $33,589 | $6,718iApproximate average salary by contribution assumption: employee only about $167,945 at 4% or $111,963 at 6%; with 50% employer match about $111,963 at 4% or $74,642 at 6%; with 100% employer match about $83,973 at 4% or $55,982 at 6%. |
| 2015 | 2 | 4 | $1,235,784 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Banning LLP Cash Balance Plan | - | 4 | $1,224,869 | $189,085 | $47,271iApproximate average salary by contribution assumption: employee only about $1,181,781 at 4% or $787,854 at 6%; with 50% employer match about $787,854 at 4% or $525,236 at 6%; with 100% employer match about $590,891 at 4% or $393,927 at 6%. |
| BANNING LLP 401(K) PROFIT SHARING PLAN | - | 2 | $10,915 | $10,915 | $5,458iApproximate average salary by contribution assumption: employee only about $136,438 at 4% or $90,958 at 6%; with 50% employer match about $90,958 at 4% or $60,639 at 6%; with 100% employer match about $68,219 at 4% or $45,479 at 6%. |
| 2014 | 1 | 4 | $1,259,518 | $235,000 | $58,750iApproximate average salary by contribution assumption: employee only about $1,468,750 at 4% or $979,167 at 6%; with 50% employer match about $979,167 at 4% or $652,778 at 6%; with 100% employer match about $734,375 at 4% or $489,583 at 6%. |
| Banning LLP Cash Balance Plan | - | 4 | $1,259,518 | $235,000 | $58,750iApproximate average salary by contribution assumption: employee only about $1,468,750 at 4% or $979,167 at 6%; with 50% employer match about $979,167 at 4% or $652,778 at 6%; with 100% employer match about $734,375 at 4% or $489,583 at 6%. |
| 2013 | 1 | 3 | $1,011,258 | $447,658 | $149,219iApproximate average salary by contribution assumption: employee only about $3,730,483 at 4% or $2,486,989 at 6%; with 50% employer match about $2,486,989 at 4% or $1,657,993 at 6%; with 100% employer match about $1,865,242 at 4% or $1,243,494 at 6%. |
| Banning LLP Cash Balance Plan | - | 3 | $1,011,258 | $447,658 | $149,219iApproximate average salary by contribution assumption: employee only about $3,730,483 at 4% or $2,486,989 at 6%; with 50% employer match about $2,486,989 at 4% or $1,657,993 at 6%; with 100% employer match about $1,865,242 at 4% or $1,243,494 at 6%. |
| 2012 | 1 | 3 | $561,328 | $0 | - |
| Banning LLP Cash Balance Plan | - | 3 | $561,328 | - | - |
| 2011 | 1 | 5 | $507,330 | $175,611 | $35,122iApproximate average salary by contribution assumption: employee only about $878,055 at 4% or $585,370 at 6%; with 50% employer match about $585,370 at 4% or $390,247 at 6%; with 100% employer match about $439,027 at 4% or $292,685 at 6%. |
| Banning LLP Cash Balance Plan | - | 5 | $507,330 | $175,611 | $35,122iApproximate average salary by contribution assumption: employee only about $878,055 at 4% or $585,370 at 6%; with 50% employer match about $585,370 at 4% or $390,247 at 6%; with 100% employer match about $439,027 at 4% or $292,685 at 6%. |
| 2010 | 1 | 3 | $379,616 | $188,461 | $62,820iApproximate average salary by contribution assumption: employee only about $1,570,508 at 4% or $1,047,006 at 6%; with 50% employer match about $1,047,006 at 4% or $698,004 at 6%; with 100% employer match about $785,254 at 4% or $523,503 at 6%. |
| Banning LLP Cash Balance Plan | - | 3 | $379,616 | $188,461 | $62,820iApproximate average salary by contribution assumption: employee only about $1,570,508 at 4% or $1,047,006 at 6%; with 50% employer match about $1,047,006 at 4% or $698,004 at 6%; with 100% employer match about $785,254 at 4% or $523,503 at 6%. |
| 2009 | 1 | 5 | $191,003 | $191,003 | $38,201iApproximate average salary by contribution assumption: employee only about $955,015 at 4% or $636,677 at 6%; with 50% employer match about $636,677 at 4% or $424,451 at 6%; with 100% employer match about $477,508 at 4% or $318,338 at 6%. |
| Banning LLP Cash Balance Plan | - | 5 | $191,003 | $191,003 | $38,201iApproximate average salary by contribution assumption: employee only about $955,015 at 4% or $636,677 at 6%; with 50% employer match about $636,677 at 4% or $424,451 at 6%; with 100% employer match about $477,508 at 4% or $318,338 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Banning LLP Cash Balance Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $2,103 | $0 | - |
| Banning LLP Cash Balance Plan | - | 0 | $2,103 | - | - |
| 2006 | 1 | 0 | $370,764 | $285,000 | - |
| Banning LLP Cash Balance Plan | - | 0 | $370,764 | $285,000 | - |
| 2005 | 1 | 9 | $1,641,225 | $148,165 | $16,463iApproximate average salary by contribution assumption: employee only about $411,569 at 4% or $274,380 at 6%; with 50% employer match about $274,380 at 4% or $182,920 at 6%; with 100% employer match about $205,785 at 4% or $137,190 at 6%. |
| Banning LLP Cash Balance Plan | - | 9 | $1,641,225 | $148,165 | $16,463iApproximate average salary by contribution assumption: employee only about $411,569 at 4% or $274,380 at 6%; with 50% employer match about $274,380 at 4% or $182,920 at 6%; with 100% employer match about $205,785 at 4% or $137,190 at 6%. |
| 2004 | 1 | 11 | $1,476,747 | $352,928 | $32,084iApproximate average salary by contribution assumption: employee only about $802,109 at 4% or $534,739 at 6%; with 50% employer match about $534,739 at 4% or $356,493 at 6%; with 100% employer match about $401,055 at 4% or $267,370 at 6%. |
| Banning LLP Cash Balance Plan | - | 11 | $1,476,747 | $352,928 | $32,084iApproximate average salary by contribution assumption: employee only about $802,109 at 4% or $534,739 at 6%; with 50% employer match about $534,739 at 4% or $356,493 at 6%; with 100% employer match about $401,055 at 4% or $267,370 at 6%. |
| 2003 | 1 | 8 | $1,073,673 | $212,082 | $26,510iApproximate average salary by contribution assumption: employee only about $662,756 at 4% or $441,838 at 6%; with 50% employer match about $441,838 at 4% or $294,558 at 6%; with 100% employer match about $331,378 at 4% or $220,919 at 6%. |
| Banning LLP Cash Balance Plan | - | 8 | $1,073,673 | $212,082 | $26,510iApproximate average salary by contribution assumption: employee only about $662,756 at 4% or $441,838 at 6%; with 50% employer match about $441,838 at 4% or $294,558 at 6%; with 100% employer match about $331,378 at 4% or $220,919 at 6%. |
| 2002 | 3 | 10 | $810,297 | $289,966 | $28,997iApproximate average salary by contribution assumption: employee only about $724,915 at 4% or $483,277 at 6%; with 50% employer match about $483,277 at 4% or $322,184 at 6%; with 100% employer match about $362,458 at 4% or $241,638 at 6%. |
| Banning LLP Cash Balance Plan | - | 10 | $810,297 | $289,966 | $28,997iApproximate average salary by contribution assumption: employee only about $724,915 at 4% or $483,277 at 6%; with 50% employer match about $483,277 at 4% or $322,184 at 6%; with 100% employer match about $362,458 at 4% or $241,638 at 6%. |
| Rice Fowler Booth & Banning 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |
| BANNING, MICKLOW, BULL & LOPEZ, LLP 401K PLAN | - | 10 | - | - | - |
| 2001 | 2 | 9 | $0 | $0 | - |
| Rice Fowler Booth & Banning 401K Profit Sharing Plan and Trust | - | 4 | - | - | - |
| Banning LLP Cash Balance Plan | - | 9 | - | - | - |
| 2000 | 2 | 13 | $985,363 | $35,058 | $2,697iApproximate average salary by contribution assumption: employee only about $67,419 at 4% or $44,946 at 6%; with 50% employer match about $44,946 at 4% or $29,964 at 6%; with 100% employer match about $33,710 at 4% or $22,473 at 6%. |
| Rice Fowler Booth & Banning 401K Profit Sharing Plan and Trust | - | 13 | $985,363 | $35,058 | $2,697iApproximate average salary by contribution assumption: employee only about $67,419 at 4% or $44,946 at 6%; with 50% employer match about $44,946 at 4% or $29,964 at 6%; with 100% employer match about $33,710 at 4% or $22,473 at 6%. |
| Banning LLP Cash Balance Plan | - | 11 | - | - | - |
| 1999 | 1 | 23 | $1,562,525 | $171,217 | $7,444iApproximate average salary by contribution assumption: employee only about $186,105 at 4% or $124,070 at 6%; with 50% employer match about $124,070 at 4% or $82,714 at 6%; with 100% employer match about $93,053 at 4% or $62,035 at 6%. |
| Rice Fowler Booth & Banning 401K Profit Sharing Plan and Trust | - | 23 | $1,562,525 | $171,217 | $7,444iApproximate average salary by contribution assumption: employee only about $186,105 at 4% or $124,070 at 6%; with 50% employer match about $124,070 at 4% or $82,714 at 6%; with 100% employer match about $93,053 at 4% or $62,035 at 6%. |