Budlong & Associates Inc.
Plan context: Budlong & Associates Inc. 401(K) Plan
EIN 95-2843390 • Camarillo, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
43
2024 Assets
$4,203,602
2024 Contributions
$337,622
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 | 1 | 43 | $4,203,602 | $337,622 | $7,852iApproximate average salary by contribution assumption: employee only about $196,292 at 4% or $130,861 at 6%; with 50% employer match about $130,861 at 4% or $87,241 at 6%; with 100% employer match about $98,146 at 4% or $65,431 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 43 | $4,203,602 | $337,622 | $7,852iApproximate average salary by contribution assumption: employee only about $196,292 at 4% or $130,861 at 6%; with 50% employer match about $130,861 at 4% or $87,241 at 6%; with 100% employer match about $98,146 at 4% or $65,431 at 6%. |
| 2023 | 1 | 39 | $3,470,112 | $300,870 | $7,715iApproximate average salary by contribution assumption: employee only about $192,865 at 4% or $128,577 at 6%; with 50% employer match about $128,577 at 4% or $85,718 at 6%; with 100% employer match about $96,433 at 4% or $64,288 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 39 | $3,470,112 | $300,870 | $7,715iApproximate average salary by contribution assumption: employee only about $192,865 at 4% or $128,577 at 6%; with 50% employer match about $128,577 at 4% or $85,718 at 6%; with 100% employer match about $96,433 at 4% or $64,288 at 6%. |
| 2022 | 1 | 37 | $3,350,778 | $242,429 | $6,552iApproximate average salary by contribution assumption: employee only about $163,803 at 4% or $109,202 at 6%; with 50% employer match about $109,202 at 4% or $72,802 at 6%; with 100% employer match about $81,902 at 4% or $54,601 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 37 | $3,350,778 | $242,429 | $6,552iApproximate average salary by contribution assumption: employee only about $163,803 at 4% or $109,202 at 6%; with 50% employer match about $109,202 at 4% or $72,802 at 6%; with 100% employer match about $81,902 at 4% or $54,601 at 6%. |
| 2021 | 1 | 39 | $3,762,492 | $305,508 | $7,834iApproximate average salary by contribution assumption: employee only about $195,838 at 4% or $130,559 at 6%; with 50% employer match about $130,559 at 4% or $87,039 at 6%; with 100% employer match about $97,919 at 4% or $65,279 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 39 | $3,762,492 | $305,508 | $7,834iApproximate average salary by contribution assumption: employee only about $195,838 at 4% or $130,559 at 6%; with 50% employer match about $130,559 at 4% or $87,039 at 6%; with 100% employer match about $97,919 at 4% or $65,279 at 6%. |
| 2020 | 1 | 40 | $3,309,240 | $279,742 | $6,994iApproximate average salary by contribution assumption: employee only about $174,839 at 4% or $116,559 at 6%; with 50% employer match about $116,559 at 4% or $77,706 at 6%; with 100% employer match about $87,419 at 4% or $58,280 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 40 | $3,309,240 | $279,742 | $6,994iApproximate average salary by contribution assumption: employee only about $174,839 at 4% or $116,559 at 6%; with 50% employer match about $116,559 at 4% or $77,706 at 6%; with 100% employer match about $87,419 at 4% or $58,280 at 6%. |
| 2019 | 1 | 41 | $3,041,753 | $279,570 | $6,819iApproximate average salary by contribution assumption: employee only about $170,470 at 4% or $113,646 at 6%; with 50% employer match about $113,646 at 4% or $75,764 at 6%; with 100% employer match about $85,235 at 4% or $56,823 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 41 | $3,041,753 | $279,570 | $6,819iApproximate average salary by contribution assumption: employee only about $170,470 at 4% or $113,646 at 6%; with 50% employer match about $113,646 at 4% or $75,764 at 6%; with 100% employer match about $85,235 at 4% or $56,823 at 6%. |
| 2018 | 1 | 34 | $2,320,405 | $232,960 | $6,852iApproximate average salary by contribution assumption: employee only about $171,294 at 4% or $114,196 at 6%; with 50% employer match about $114,196 at 4% or $76,131 at 6%; with 100% employer match about $85,647 at 4% or $57,098 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 34 | $2,320,405 | $232,960 | $6,852iApproximate average salary by contribution assumption: employee only about $171,294 at 4% or $114,196 at 6%; with 50% employer match about $114,196 at 4% or $76,131 at 6%; with 100% employer match about $85,647 at 4% or $57,098 at 6%. |
| 2017 | 1 | 30 | $2,326,773 | $187,619 | $6,254iApproximate average salary by contribution assumption: employee only about $156,349 at 4% or $104,233 at 6%; with 50% employer match about $104,233 at 4% or $69,489 at 6%; with 100% employer match about $78,175 at 4% or $52,116 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 30 | $2,326,773 | $187,619 | $6,254iApproximate average salary by contribution assumption: employee only about $156,349 at 4% or $104,233 at 6%; with 50% employer match about $104,233 at 4% or $69,489 at 6%; with 100% employer match about $78,175 at 4% or $52,116 at 6%. |
| 2016 | 1 | 27 | $1,833,195 | $186,217 | $6,897iApproximate average salary by contribution assumption: employee only about $172,423 at 4% or $114,949 at 6%; with 50% employer match about $114,949 at 4% or $76,633 at 6%; with 100% employer match about $86,212 at 4% or $57,474 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 27 | $1,833,195 | $186,217 | $6,897iApproximate average salary by contribution assumption: employee only about $172,423 at 4% or $114,949 at 6%; with 50% employer match about $114,949 at 4% or $76,633 at 6%; with 100% employer match about $86,212 at 4% or $57,474 at 6%. |
| 2015 | 1 | 19 | $1,564,612 | $149,368 | $7,861iApproximate average salary by contribution assumption: employee only about $196,537 at 4% or $131,025 at 6%; with 50% employer match about $131,025 at 4% or $87,350 at 6%; with 100% employer match about $98,268 at 4% or $65,512 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 19 | $1,564,612 | $149,368 | $7,861iApproximate average salary by contribution assumption: employee only about $196,537 at 4% or $131,025 at 6%; with 50% employer match about $131,025 at 4% or $87,350 at 6%; with 100% employer match about $98,268 at 4% or $65,512 at 6%. |
| 2014 | 1 | 19 | $1,712,121 | $137,262 | $7,224iApproximate average salary by contribution assumption: employee only about $180,608 at 4% or $120,405 at 6%; with 50% employer match about $120,405 at 4% or $80,270 at 6%; with 100% employer match about $90,304 at 4% or $60,203 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 19 | $1,712,121 | $137,262 | $7,224iApproximate average salary by contribution assumption: employee only about $180,608 at 4% or $120,405 at 6%; with 50% employer match about $120,405 at 4% or $80,270 at 6%; with 100% employer match about $90,304 at 4% or $60,203 at 6%. |
| 2013 | 1 | 18 | $1,547,833 | $73,829 | $4,102iApproximate average salary by contribution assumption: employee only about $102,540 at 4% or $68,360 at 6%; with 50% employer match about $68,360 at 4% or $45,573 at 6%; with 100% employer match about $51,270 at 4% or $34,180 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 18 | $1,547,833 | $73,829 | $4,102iApproximate average salary by contribution assumption: employee only about $102,540 at 4% or $68,360 at 6%; with 50% employer match about $68,360 at 4% or $45,573 at 6%; with 100% employer match about $51,270 at 4% or $34,180 at 6%. |
| 2012 | 1 | 19 | $1,333,255 | $69,153 | $3,640iApproximate average salary by contribution assumption: employee only about $90,991 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,440 at 6%; with 100% employer match about $45,495 at 4% or $30,330 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 19 | $1,333,255 | $69,153 | $3,640iApproximate average salary by contribution assumption: employee only about $90,991 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,440 at 6%; with 100% employer match about $45,495 at 4% or $30,330 at 6%. |
| 2011 | 1 | 20 | $1,070,266 | $46,919 | $2,346iApproximate average salary by contribution assumption: employee only about $58,649 at 4% or $39,099 at 6%; with 50% employer match about $39,099 at 4% or $26,066 at 6%; with 100% employer match about $29,324 at 4% or $19,550 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 20 | $1,070,266 | $46,919 | $2,346iApproximate average salary by contribution assumption: employee only about $58,649 at 4% or $39,099 at 6%; with 50% employer match about $39,099 at 4% or $26,066 at 6%; with 100% employer match about $29,324 at 4% or $19,550 at 6%. |
| 2010 | 1 | 23 | $1,110,127 | $101,451 | $4,411iApproximate average salary by contribution assumption: employee only about $110,273 at 4% or $73,515 at 6%; with 50% employer match about $73,515 at 4% or $49,010 at 6%; with 100% employer match about $55,136 at 4% or $36,758 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 23 | $1,110,127 | $101,451 | $4,411iApproximate average salary by contribution assumption: employee only about $110,273 at 4% or $73,515 at 6%; with 50% employer match about $73,515 at 4% or $49,010 at 6%; with 100% employer match about $55,136 at 4% or $36,758 at 6%. |
| 2009 | 1 | 25 | $944,942 | $108,770 | $4,351iApproximate average salary by contribution assumption: employee only about $108,770 at 4% or $72,513 at 6%; with 50% employer match about $72,513 at 4% or $48,342 at 6%; with 100% employer match about $54,385 at 4% or $36,257 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 25 | $944,942 | $108,770 | $4,351iApproximate average salary by contribution assumption: employee only about $108,770 at 4% or $72,513 at 6%; with 50% employer match about $72,513 at 4% or $48,342 at 6%; with 100% employer match about $54,385 at 4% or $36,257 at 6%. |
| 2008 | 1 | 27 | $685,679 | $137,963 | $5,110iApproximate average salary by contribution assumption: employee only about $127,744 at 4% or $85,162 at 6%; with 50% employer match about $85,162 at 4% or $56,775 at 6%; with 100% employer match about $63,872 at 4% or $42,581 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 27 | $685,679 | $137,963 | $5,110iApproximate average salary by contribution assumption: employee only about $127,744 at 4% or $85,162 at 6%; with 50% employer match about $85,162 at 4% or $56,775 at 6%; with 100% employer match about $63,872 at 4% or $42,581 at 6%. |
| 2007 | 1 | 28 | $902,041 | $163,815 | $5,851iApproximate average salary by contribution assumption: employee only about $146,263 at 4% or $97,509 at 6%; with 50% employer match about $97,509 at 4% or $65,006 at 6%; with 100% employer match about $73,132 at 4% or $48,754 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 28 | $902,041 | $163,815 | $5,851iApproximate average salary by contribution assumption: employee only about $146,263 at 4% or $97,509 at 6%; with 50% employer match about $97,509 at 4% or $65,006 at 6%; with 100% employer match about $73,132 at 4% or $48,754 at 6%. |
| 2006 | 1 | 28 | $735,417 | $152,141 | $5,434iApproximate average salary by contribution assumption: employee only about $135,840 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 28 | $735,417 | $152,141 | $5,434iApproximate average salary by contribution assumption: employee only about $135,840 at 4% or $90,560 at 6%; with 50% employer match about $90,560 at 4% or $60,373 at 6%; with 100% employer match about $67,920 at 4% or $45,280 at 6%. |
| 2005 | 1 | 17 | $564,765 | $131,628 | $7,743iApproximate average salary by contribution assumption: employee only about $193,571 at 4% or $129,047 at 6%; with 50% employer match about $129,047 at 4% or $86,031 at 6%; with 100% employer match about $96,785 at 4% or $64,524 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 17 | $564,765 | $131,628 | $7,743iApproximate average salary by contribution assumption: employee only about $193,571 at 4% or $129,047 at 6%; with 50% employer match about $129,047 at 4% or $86,031 at 6%; with 100% employer match about $96,785 at 4% or $64,524 at 6%. |
| 2004 | 1 | 23 | $407,662 | $88,129 | $3,832iApproximate average salary by contribution assumption: employee only about $95,792 at 4% or $63,862 at 6%; with 50% employer match about $63,862 at 4% or $42,574 at 6%; with 100% employer match about $47,896 at 4% or $31,931 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 23 | $407,662 | $88,129 | $3,832iApproximate average salary by contribution assumption: employee only about $95,792 at 4% or $63,862 at 6%; with 50% employer match about $63,862 at 4% or $42,574 at 6%; with 100% employer match about $47,896 at 4% or $31,931 at 6%. |
| 2003 | 1 | 22 | $289,697 | $105,902 | $4,814iApproximate average salary by contribution assumption: employee only about $120,343 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,114 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 22 | $289,697 | $105,902 | $4,814iApproximate average salary by contribution assumption: employee only about $120,343 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,114 at 6%. |
| 2002 | 1 | 24 | $147,009 | $71,986 | $2,999iApproximate average salary by contribution assumption: employee only about $74,985 at 4% or $49,990 at 6%; with 50% employer match about $49,990 at 4% or $33,327 at 6%; with 100% employer match about $37,493 at 4% or $24,995 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 24 | $147,009 | $71,986 | $2,999iApproximate average salary by contribution assumption: employee only about $74,985 at 4% or $49,990 at 6%; with 50% employer match about $49,990 at 4% or $33,327 at 6%; with 100% employer match about $37,493 at 4% or $24,995 at 6%. |
| 2001 | 1 | 13 | $118,601 | $59,718 | $4,594iApproximate average salary by contribution assumption: employee only about $114,842 at 4% or $76,562 at 6%; with 50% employer match about $76,562 at 4% or $51,041 at 6%; with 100% employer match about $57,421 at 4% or $38,281 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 13 | $118,601 | $59,718 | $4,594iApproximate average salary by contribution assumption: employee only about $114,842 at 4% or $76,562 at 6%; with 50% employer match about $76,562 at 4% or $51,041 at 6%; with 100% employer match about $57,421 at 4% or $38,281 at 6%. |
| 2000 | 1 | 13 | $0 | $0 | - |
| Budlong & Associates Inc. 401(K) Plan | - | 13 | - | - | - |
| 1999 | 1 | 12 | $31,232 | $27,181 | $2,265iApproximate average salary by contribution assumption: employee only about $56,627 at 4% or $37,751 at 6%; with 50% employer match about $37,751 at 4% or $25,168 at 6%; with 100% employer match about $28,314 at 4% or $18,876 at 6%. |
| Budlong & Associates Inc. 401(K) Plan | - | 12 | $31,232 | $27,181 | $2,265iApproximate average salary by contribution assumption: employee only about $56,627 at 4% or $37,751 at 6%; with 50% employer match about $37,751 at 4% or $25,168 at 6%; with 100% employer match about $28,314 at 4% or $18,876 at 6%. |