Civic Intelligence

Cline Carroll & Bartell LLP

Plan context: Cline Carroll & Company LLP 401(K) Profit Sharing Plan

EIN 95-3184251 • Irvine, CA • 25 filings • 3 plans

9190 Irvine Center DriveIrvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,592,421

2024 Contributions

$286,446

Historical Graphs

Total Assets Over Time

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

$3,592,421$1,796,211$0200220142024YearValue
$3,592,421Latest year 2024

Participants Over Time

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

1790200020132024YearValue
17Latest 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
2024117$3,592,421$286,446$16,850iApproximate average salary by contribution assumption: employee only about $421,244 at 4% or $280,829 at 6%; with 50% employer match about $280,829 at 4% or $187,220 at 6%; with 100% employer match about $210,622 at 4% or $140,415 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-17$3,592,421$286,446$16,850iApproximate average salary by contribution assumption: employee only about $421,244 at 4% or $280,829 at 6%; with 50% employer match about $280,829 at 4% or $187,220 at 6%; with 100% employer match about $210,622 at 4% or $140,415 at 6%.
2023116$3,088,003$297,240$18,578iApproximate average salary by contribution assumption: employee only about $464,438 at 4% or $309,625 at 6%; with 50% employer match about $309,625 at 4% or $206,417 at 6%; with 100% employer match about $232,219 at 4% or $154,813 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-16$3,088,003$297,240$18,578iApproximate average salary by contribution assumption: employee only about $464,438 at 4% or $309,625 at 6%; with 50% employer match about $309,625 at 4% or $206,417 at 6%; with 100% employer match about $232,219 at 4% or $154,813 at 6%.
2022116$2,618,138$298,766$18,673iApproximate average salary by contribution assumption: employee only about $466,822 at 4% or $311,215 at 6%; with 50% employer match about $311,215 at 4% or $207,476 at 6%; with 100% employer match about $233,411 at 4% or $155,607 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-16$2,618,138$298,766$18,673iApproximate average salary by contribution assumption: employee only about $466,822 at 4% or $311,215 at 6%; with 50% employer match about $311,215 at 4% or $207,476 at 6%; with 100% employer match about $233,411 at 4% or $155,607 at 6%.
2021115$2,206,298$217,318$14,488iApproximate average salary by contribution assumption: employee only about $362,197 at 4% or $241,464 at 6%; with 50% employer match about $241,464 at 4% or $160,976 at 6%; with 100% employer match about $181,098 at 4% or $120,732 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-15$2,206,298$217,318$14,488iApproximate average salary by contribution assumption: employee only about $362,197 at 4% or $241,464 at 6%; with 50% employer match about $241,464 at 4% or $160,976 at 6%; with 100% employer match about $181,098 at 4% or $120,732 at 6%.
2020114$1,900,224$268,143$19,153iApproximate average salary by contribution assumption: employee only about $478,827 at 4% or $319,218 at 6%; with 50% employer match about $319,218 at 4% or $212,812 at 6%; with 100% employer match about $239,413 at 4% or $159,609 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-14$1,900,224$268,143$19,153iApproximate average salary by contribution assumption: employee only about $478,827 at 4% or $319,218 at 6%; with 50% employer match about $319,218 at 4% or $212,812 at 6%; with 100% employer match about $239,413 at 4% or $159,609 at 6%.
2019113$1,603,210$230,532$17,733iApproximate average salary by contribution assumption: employee only about $443,331 at 4% or $295,554 at 6%; with 50% employer match about $295,554 at 4% or $197,036 at 6%; with 100% employer match about $221,665 at 4% or $147,777 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-13$1,603,210$230,532$17,733iApproximate average salary by contribution assumption: employee only about $443,331 at 4% or $295,554 at 6%; with 50% employer match about $295,554 at 4% or $197,036 at 6%; with 100% employer match about $221,665 at 4% or $147,777 at 6%.
2018110$1,472,433$234,490$23,449iApproximate average salary by contribution assumption: employee only about $586,225 at 4% or $390,817 at 6%; with 50% employer match about $390,817 at 4% or $260,544 at 6%; with 100% employer match about $293,113 at 4% or $195,408 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-10$1,472,433$234,490$23,449iApproximate average salary by contribution assumption: employee only about $586,225 at 4% or $390,817 at 6%; with 50% employer match about $390,817 at 4% or $260,544 at 6%; with 100% employer match about $293,113 at 4% or $195,408 at 6%.
2017111$1,206,634$236,905$21,537iApproximate average salary by contribution assumption: employee only about $538,420 at 4% or $358,947 at 6%; with 50% employer match about $358,947 at 4% or $239,298 at 6%; with 100% employer match about $269,210 at 4% or $179,473 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-11$1,206,634$236,905$21,537iApproximate average salary by contribution assumption: employee only about $538,420 at 4% or $358,947 at 6%; with 50% employer match about $358,947 at 4% or $239,298 at 6%; with 100% employer match about $269,210 at 4% or $179,473 at 6%.
201619$949,679$162,285$18,032iApproximate average salary by contribution assumption: employee only about $450,792 at 4% or $300,528 at 6%; with 50% employer match about $300,528 at 4% or $200,352 at 6%; with 100% employer match about $225,396 at 4% or $150,264 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-9$949,679$162,285$18,032iApproximate average salary by contribution assumption: employee only about $450,792 at 4% or $300,528 at 6%; with 50% employer match about $300,528 at 4% or $200,352 at 6%; with 100% employer match about $225,396 at 4% or $150,264 at 6%.
201518$771,244$136,439$17,055iApproximate average salary by contribution assumption: employee only about $426,372 at 4% or $284,248 at 6%; with 50% employer match about $284,248 at 4% or $189,499 at 6%; with 100% employer match about $213,186 at 4% or $142,124 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-8$771,244$136,439$17,055iApproximate average salary by contribution assumption: employee only about $426,372 at 4% or $284,248 at 6%; with 50% employer match about $284,248 at 4% or $189,499 at 6%; with 100% employer match about $213,186 at 4% or $142,124 at 6%.
2014111$628,443$38,225$3,475iApproximate average salary by contribution assumption: employee only about $86,875 at 4% or $57,917 at 6%; with 50% employer match about $57,917 at 4% or $38,611 at 6%; with 100% employer match about $43,438 at 4% or $28,958 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-11$628,443$38,225$3,475iApproximate average salary by contribution assumption: employee only about $86,875 at 4% or $57,917 at 6%; with 50% employer match about $57,917 at 4% or $38,611 at 6%; with 100% employer match about $43,438 at 4% or $28,958 at 6%.
2013111$583,850$58,018$5,274iApproximate average salary by contribution assumption: employee only about $131,859 at 4% or $87,906 at 6%; with 50% employer match about $87,906 at 4% or $58,604 at 6%; with 100% employer match about $65,930 at 4% or $43,953 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-11$583,850$58,018$5,274iApproximate average salary by contribution assumption: employee only about $131,859 at 4% or $87,906 at 6%; with 50% employer match about $87,906 at 4% or $58,604 at 6%; with 100% employer match about $65,930 at 4% or $43,953 at 6%.
2012110$924,616$44,468$4,447iApproximate average salary by contribution assumption: employee only about $111,170 at 4% or $74,113 at 6%; with 50% employer match about $74,113 at 4% or $49,409 at 6%; with 100% employer match about $55,585 at 4% or $37,057 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-10$924,616$44,468$4,447iApproximate average salary by contribution assumption: employee only about $111,170 at 4% or $74,113 at 6%; with 50% employer match about $74,113 at 4% or $49,409 at 6%; with 100% employer match about $55,585 at 4% or $37,057 at 6%.
2011113$889,691$12,520$963iApproximate average salary by contribution assumption: employee only about $24,077 at 4% or $16,051 at 6%; with 50% employer match about $16,051 at 4% or $10,701 at 6%; with 100% employer match about $12,038 at 4% or $8,026 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-13$889,691$12,520$963iApproximate average salary by contribution assumption: employee only about $24,077 at 4% or $16,051 at 6%; with 50% employer match about $16,051 at 4% or $10,701 at 6%; with 100% employer match about $12,038 at 4% or $8,026 at 6%.
2010111$925,839$8,584$780iApproximate average salary by contribution assumption: employee only about $19,509 at 4% or $13,006 at 6%; with 50% employer match about $13,006 at 4% or $8,671 at 6%; with 100% employer match about $9,755 at 4% or $6,503 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-11$925,839$8,584$780iApproximate average salary by contribution assumption: employee only about $19,509 at 4% or $13,006 at 6%; with 50% employer match about $13,006 at 4% or $8,671 at 6%; with 100% employer match about $9,755 at 4% or $6,503 at 6%.
2009111$811,970$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-11$811,970--
200810$0$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-0---
200714$0$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-4---
200614$835,462$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-4$835,462--
200514$777,279$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-4$777,279--
200418$701,784$83,088$10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-8$701,784$83,088$10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%.
200317$1,547,356$117,284$16,755iApproximate average salary by contribution assumption: employee only about $418,871 at 4% or $279,248 at 6%; with 50% employer match about $279,248 at 4% or $186,165 at 6%; with 100% employer match about $209,436 at 4% or $139,624 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-7$1,547,356$117,284$16,755iApproximate average salary by contribution assumption: employee only about $418,871 at 4% or $279,248 at 6%; with 50% employer match about $279,248 at 4% or $186,165 at 6%; with 100% employer match about $209,436 at 4% or $139,624 at 6%.
200217$1,310,143$120,630$17,233iApproximate average salary by contribution assumption: employee only about $430,821 at 4% or $287,214 at 6%; with 50% employer match about $287,214 at 4% or $191,476 at 6%; with 100% employer match about $215,411 at 4% or $143,607 at 6%.
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-7$1,310,143$120,630$17,233iApproximate average salary by contribution assumption: employee only about $430,821 at 4% or $287,214 at 6%; with 50% employer match about $287,214 at 4% or $191,476 at 6%; with 100% employer match about $215,411 at 4% or $143,607 at 6%.
2001110$0$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-10---
200018$0$0-
Cline Carroll & Company LLP 401(K) Profit Sharing Plan-8---