Civic Intelligence

H.E. Banks & Associates

Plan context: H.E. Banks & Associates 401(K) Plan

EIN 94-3402844 • San Francisco, CA • 27 filings • 3 plans

461 2nd Street, #659San Francisco, CA 94107
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,835,108

2024 Contributions

$439,842

Historical Graphs

Total Assets Over Time

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

$3,665,000$1,832,500$0200820162024YearValue
$2,835,108Latest year 2024

Participants Over Time

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

25130200720162024YearValue
25Latest 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
2024225$2,835,108$439,842$17,594iApproximate average salary by contribution assumption: employee only about $439,842 at 4% or $293,228 at 6%; with 50% employer match about $293,228 at 4% or $195,485 at 6%; with 100% employer match about $219,921 at 4% or $146,614 at 6%.
H.E. Banks & Associates 401(K) Plan-25$1,527,892$269,156$10,766iApproximate average salary by contribution assumption: employee only about $269,156 at 4% or $179,437 at 6%; with 50% employer match about $179,437 at 4% or $119,625 at 6%; with 100% employer match about $134,578 at 4% or $89,719 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-18$1,307,216$170,686$9,483iApproximate average salary by contribution assumption: employee only about $237,064 at 4% or $158,043 at 6%; with 50% employer match about $158,043 at 4% or $105,362 at 6%; with 100% employer match about $118,532 at 4% or $79,021 at 6%.
2023221$3,665,000$445,286$21,204iApproximate average salary by contribution assumption: employee only about $530,102 at 4% or $353,402 at 6%; with 50% employer match about $353,402 at 4% or $235,601 at 6%; with 100% employer match about $265,051 at 4% or $176,701 at 6%.
H.E. Banks & Associates 401(K) Plan-21$2,610,981$263,956$12,569iApproximate average salary by contribution assumption: employee only about $314,233 at 4% or $209,489 at 6%; with 50% employer match about $209,489 at 4% or $139,659 at 6%; with 100% employer match about $157,117 at 4% or $104,744 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-14$1,054,019$181,330$12,952iApproximate average salary by contribution assumption: employee only about $323,804 at 4% or $215,869 at 6%; with 50% employer match about $215,869 at 4% or $143,913 at 6%; with 100% employer match about $161,902 at 4% or $107,935 at 6%.
2022217$2,833,239$205,362$12,080iApproximate average salary by contribution assumption: employee only about $302,003 at 4% or $201,335 at 6%; with 50% employer match about $201,335 at 4% or $134,224 at 6%; with 100% employer match about $151,001 at 4% or $100,668 at 6%.
H.E. Banks & Associates 401(K) Plan-17$2,042,075$205,362$12,080iApproximate average salary by contribution assumption: employee only about $302,003 at 4% or $201,335 at 6%; with 50% employer match about $201,335 at 4% or $134,224 at 6%; with 100% employer match about $151,001 at 4% or $100,668 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-8$791,164--
2021210$3,124,375$178,647$17,865iApproximate average salary by contribution assumption: employee only about $446,618 at 4% or $297,745 at 6%; with 50% employer match about $297,745 at 4% or $198,497 at 6%; with 100% employer match about $223,309 at 4% or $148,873 at 6%.
H.E. Banks & Associates 401(K) Plan-0$2,216,546$178,647-
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-10$907,829$0-
2020214$2,619,140$299,233$21,374iApproximate average salary by contribution assumption: employee only about $534,345 at 4% or $356,230 at 6%; with 50% employer match about $356,230 at 4% or $237,487 at 6%; with 100% employer match about $267,172 at 4% or $178,115 at 6%.
H.E. Banks & Associates 401(K) Plan-14$1,822,354$184,741$13,196iApproximate average salary by contribution assumption: employee only about $329,895 at 4% or $219,930 at 6%; with 50% employer match about $219,930 at 4% or $146,620 at 6%; with 100% employer match about $164,947 at 4% or $109,965 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-4$796,786$114,492$28,623iApproximate average salary by contribution assumption: employee only about $715,575 at 4% or $477,050 at 6%; with 50% employer match about $477,050 at 4% or $318,033 at 6%; with 100% employer match about $357,788 at 4% or $238,525 at 6%.
2019214$1,960,223$353,366$25,240iApproximate average salary by contribution assumption: employee only about $631,011 at 4% or $420,674 at 6%; with 50% employer match about $420,674 at 4% or $280,449 at 6%; with 100% employer match about $315,505 at 4% or $210,337 at 6%.
H.E. Banks & Associates 401(K) Plan-14$1,372,658$189,434$13,531iApproximate average salary by contribution assumption: employee only about $338,275 at 4% or $225,517 at 6%; with 50% employer match about $225,517 at 4% or $150,344 at 6%; with 100% employer match about $169,138 at 4% or $112,758 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-2$587,565$163,932$81,966iApproximate average salary by contribution assumption: employee only about $2,049,150 at 4% or $1,366,100 at 6%; with 50% employer match about $1,366,100 at 4% or $910,733 at 6%; with 100% employer match about $1,024,575 at 4% or $683,050 at 6%.
2018211$1,376,922$276,130$25,103iApproximate average salary by contribution assumption: employee only about $627,568 at 4% or $418,379 at 6%; with 50% employer match about $418,379 at 4% or $278,919 at 6%; with 100% employer match about $313,784 at 4% or $209,189 at 6%.
H.E. Banks & Associates 401(K) Plan-11$1,000,299$176,130$16,012iApproximate average salary by contribution assumption: employee only about $400,295 at 4% or $266,864 at 6%; with 50% employer match about $266,864 at 4% or $177,909 at 6%; with 100% employer match about $200,148 at 4% or $133,432 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-4$376,623$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%.
201728$1,183,540$291,229$36,404iApproximate average salary by contribution assumption: employee only about $910,091 at 4% or $606,727 at 6%; with 50% employer match about $606,727 at 4% or $404,485 at 6%; with 100% employer match about $455,045 at 4% or $303,364 at 6%.
H.E. Banks & Associates 401(K) Plan-8$905,271$126,932$15,867iApproximate average salary by contribution assumption: employee only about $396,663 at 4% or $264,442 at 6%; with 50% employer match about $264,442 at 4% or $176,294 at 6%; with 100% employer match about $198,331 at 4% or $132,221 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-4$278,269$164,297$41,074iApproximate average salary by contribution assumption: employee only about $1,026,856 at 4% or $684,571 at 6%; with 50% employer match about $684,571 at 4% or $456,381 at 6%; with 100% employer match about $513,428 at 4% or $342,285 at 6%.
201627$856,829$253,204$36,172iApproximate average salary by contribution assumption: employee only about $904,300 at 4% or $602,867 at 6%; with 50% employer match about $602,867 at 4% or $401,911 at 6%; with 100% employer match about $452,150 at 4% or $301,433 at 6%.
H.E. Banks & Associates 401(K) Plan-7$742,857$139,204$19,886iApproximate average salary by contribution assumption: employee only about $497,157 at 4% or $331,438 at 6%; with 50% employer match about $331,438 at 4% or $220,959 at 6%; with 100% employer match about $248,579 at 4% or $165,719 at 6%.
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN-2$113,972$114,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201519$686,934$85,963$9,551iApproximate average salary by contribution assumption: employee only about $238,786 at 4% or $159,191 at 6%; with 50% employer match about $159,191 at 4% or $106,127 at 6%; with 100% employer match about $119,393 at 4% or $79,595 at 6%.
H.E. Banks & Associates 401(K) Plan-9$686,934$85,963$9,551iApproximate average salary by contribution assumption: employee only about $238,786 at 4% or $159,191 at 6%; with 50% employer match about $159,191 at 4% or $106,127 at 6%; with 100% employer match about $119,393 at 4% or $79,595 at 6%.
2014111$727,923$98,307$8,937iApproximate average salary by contribution assumption: employee only about $223,425 at 4% or $148,950 at 6%; with 50% employer match about $148,950 at 4% or $99,300 at 6%; with 100% employer match about $111,713 at 4% or $74,475 at 6%.
H.E. Banks & Associates 401(K) Plan-11$727,923$98,307$8,937iApproximate average salary by contribution assumption: employee only about $223,425 at 4% or $148,950 at 6%; with 50% employer match about $148,950 at 4% or $99,300 at 6%; with 100% employer match about $111,713 at 4% or $74,475 at 6%.
2013111$663,051$42,359$3,851iApproximate average salary by contribution assumption: employee only about $96,270 at 4% or $64,180 at 6%; with 50% employer match about $64,180 at 4% or $42,787 at 6%; with 100% employer match about $48,135 at 4% or $32,090 at 6%.
H.E. Banks & Associates 401(K) Plan-11$663,051$42,359$3,851iApproximate average salary by contribution assumption: employee only about $96,270 at 4% or $64,180 at 6%; with 50% employer match about $64,180 at 4% or $42,787 at 6%; with 100% employer match about $48,135 at 4% or $32,090 at 6%.
2012112$672,871$56,858$4,738iApproximate average salary by contribution assumption: employee only about $118,454 at 4% or $78,969 at 6%; with 50% employer match about $78,969 at 4% or $52,646 at 6%; with 100% employer match about $59,227 at 4% or $39,485 at 6%.
H.E. Banks & Associates 401(K) Plan-12$672,871$56,858$4,738iApproximate average salary by contribution assumption: employee only about $118,454 at 4% or $78,969 at 6%; with 50% employer match about $78,969 at 4% or $52,646 at 6%; with 100% employer match about $59,227 at 4% or $39,485 at 6%.
2011112$534,852$38,351$3,196iApproximate average salary by contribution assumption: employee only about $79,898 at 4% or $53,265 at 6%; with 50% employer match about $53,265 at 4% or $35,510 at 6%; with 100% employer match about $39,949 at 4% or $26,633 at 6%.
H.E. Banks & Associates 401(K) Plan-12$534,852$38,351$3,196iApproximate average salary by contribution assumption: employee only about $79,898 at 4% or $53,265 at 6%; with 50% employer match about $53,265 at 4% or $35,510 at 6%; with 100% employer match about $39,949 at 4% or $26,633 at 6%.
2010112$517,519$79,441$6,620iApproximate average salary by contribution assumption: employee only about $165,502 at 4% or $110,335 at 6%; with 50% employer match about $110,335 at 4% or $73,556 at 6%; with 100% employer match about $82,751 at 4% or $55,167 at 6%.
H.E. Banks & Associates 401(K) Plan-12$517,519$79,441$6,620iApproximate average salary by contribution assumption: employee only about $165,502 at 4% or $110,335 at 6%; with 50% employer match about $110,335 at 4% or $73,556 at 6%; with 100% employer match about $82,751 at 4% or $55,167 at 6%.
2009111$413,749$94,058$8,551iApproximate average salary by contribution assumption: employee only about $213,768 at 4% or $142,512 at 6%; with 50% employer match about $142,512 at 4% or $95,008 at 6%; with 100% employer match about $106,884 at 4% or $71,256 at 6%.
H.E. Banks & Associates 401(K) Plan-11$413,749$94,058$8,551iApproximate average salary by contribution assumption: employee only about $213,768 at 4% or $142,512 at 6%; with 50% employer match about $142,512 at 4% or $95,008 at 6%; with 100% employer match about $106,884 at 4% or $71,256 at 6%.
2008113$230,812$97,769$7,521iApproximate average salary by contribution assumption: employee only about $188,017 at 4% or $125,345 at 6%; with 50% employer match about $125,345 at 4% or $83,563 at 6%; with 100% employer match about $94,009 at 4% or $62,672 at 6%.
H.E. Banks & Associates 401(K) Plan-13$230,812$97,769$7,521iApproximate average salary by contribution assumption: employee only about $188,017 at 4% or $125,345 at 6%; with 50% employer match about $125,345 at 4% or $83,563 at 6%; with 100% employer match about $94,009 at 4% or $62,672 at 6%.
200719$0$0-
H.E. Banks & Associates 401(K) Plan-9---