Civic Intelligence

Bundy & Bevilacqua

Plan context: Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust

EIN 95-3454110 • Simi Valley, CA • 20 filings • 5 plans

2150 Agate CourtSimi Valley, CA 93065
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$3,939,240

2023 Contributions

$48,552

Historical Graphs

Total Assets Over Time

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

$3,939,240$1,969,620$0200320132021YearValue
$3,939,240Latest year 2021

Participants Over Time

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

31160200320122021YearValue
20Latest year 2021

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
202310$0$48,552-
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-0$0$48,552-
2021120$3,939,240$193,851$9,693iApproximate average salary by contribution assumption: employee only about $242,314 at 4% or $161,543 at 6%; with 50% employer match about $161,543 at 4% or $107,695 at 6%; with 100% employer match about $121,157 at 4% or $80,771 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-20$3,939,240$193,851$9,693iApproximate average salary by contribution assumption: employee only about $242,314 at 4% or $161,543 at 6%; with 50% employer match about $161,543 at 4% or $107,695 at 6%; with 100% employer match about $121,157 at 4% or $80,771 at 6%.
2020117$3,410,630$177,079$10,416iApproximate average salary by contribution assumption: employee only about $260,410 at 4% or $173,607 at 6%; with 50% employer match about $173,607 at 4% or $115,738 at 6%; with 100% employer match about $130,205 at 4% or $86,803 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-17$3,410,630$177,079$10,416iApproximate average salary by contribution assumption: employee only about $260,410 at 4% or $173,607 at 6%; with 50% employer match about $173,607 at 4% or $115,738 at 6%; with 100% employer match about $130,205 at 4% or $86,803 at 6%.
2019119$3,014,922$333,937$17,576iApproximate average salary by contribution assumption: employee only about $439,391 at 4% or $292,927 at 6%; with 50% employer match about $292,927 at 4% or $195,285 at 6%; with 100% employer match about $219,695 at 4% or $146,464 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-19$3,014,922$333,937$17,576iApproximate average salary by contribution assumption: employee only about $439,391 at 4% or $292,927 at 6%; with 50% employer match about $292,927 at 4% or $195,285 at 6%; with 100% employer match about $219,695 at 4% or $146,464 at 6%.
2018131$2,285,641$239,391$7,722iApproximate average salary by contribution assumption: employee only about $193,057 at 4% or $128,705 at 6%; with 50% employer match about $128,705 at 4% or $85,803 at 6%; with 100% employer match about $96,529 at 4% or $64,352 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-31$2,285,641$239,391$7,722iApproximate average salary by contribution assumption: employee only about $193,057 at 4% or $128,705 at 6%; with 50% employer match about $128,705 at 4% or $85,803 at 6%; with 100% employer match about $96,529 at 4% or $64,352 at 6%.
2017129$2,275,545$233,149$8,040iApproximate average salary by contribution assumption: employee only about $200,991 at 4% or $133,994 at 6%; with 50% employer match about $133,994 at 4% or $89,329 at 6%; with 100% employer match about $100,495 at 4% or $66,997 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-29$2,275,545$233,149$8,040iApproximate average salary by contribution assumption: employee only about $200,991 at 4% or $133,994 at 6%; with 50% employer match about $133,994 at 4% or $89,329 at 6%; with 100% employer match about $100,495 at 4% or $66,997 at 6%.
2016128$1,744,733$409,436$14,623iApproximate average salary by contribution assumption: employee only about $365,568 at 4% or $243,712 at 6%; with 50% employer match about $243,712 at 4% or $162,475 at 6%; with 100% employer match about $182,784 at 4% or $121,856 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-28$1,744,733$409,436$14,623iApproximate average salary by contribution assumption: employee only about $365,568 at 4% or $243,712 at 6%; with 50% employer match about $243,712 at 4% or $162,475 at 6%; with 100% employer match about $182,784 at 4% or $121,856 at 6%.
2015129$1,278,355$186,590$6,434iApproximate average salary by contribution assumption: employee only about $160,853 at 4% or $107,236 at 6%; with 50% employer match about $107,236 at 4% or $71,490 at 6%; with 100% employer match about $80,427 at 4% or $53,618 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-29$1,278,355$186,590$6,434iApproximate average salary by contribution assumption: employee only about $160,853 at 4% or $107,236 at 6%; with 50% employer match about $107,236 at 4% or $71,490 at 6%; with 100% employer match about $80,427 at 4% or $53,618 at 6%.
2014122$1,114,130$169,293$7,695iApproximate average salary by contribution assumption: employee only about $192,378 at 4% or $128,252 at 6%; with 50% employer match about $128,252 at 4% or $85,502 at 6%; with 100% employer match about $96,189 at 4% or $64,126 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-22$1,114,130$169,293$7,695iApproximate average salary by contribution assumption: employee only about $192,378 at 4% or $128,252 at 6%; with 50% employer match about $128,252 at 4% or $85,502 at 6%; with 100% employer match about $96,189 at 4% or $64,126 at 6%.
2013122$890,216$165,439$7,520iApproximate average salary by contribution assumption: employee only about $187,999 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,555 at 6%; with 100% employer match about $93,999 at 4% or $62,666 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-22$890,216$165,439$7,520iApproximate average salary by contribution assumption: employee only about $187,999 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,555 at 6%; with 100% employer match about $93,999 at 4% or $62,666 at 6%.
2012118$714,316$97,427$5,413iApproximate average salary by contribution assumption: employee only about $135,315 at 4% or $90,210 at 6%; with 50% employer match about $90,210 at 4% or $60,140 at 6%; with 100% employer match about $67,658 at 4% or $45,105 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-18$714,316$97,427$5,413iApproximate average salary by contribution assumption: employee only about $135,315 at 4% or $90,210 at 6%; with 50% employer match about $90,210 at 4% or $60,140 at 6%; with 100% employer match about $67,658 at 4% or $45,105 at 6%.
2011118$553,624$92,199$5,122iApproximate average salary by contribution assumption: employee only about $128,054 at 4% or $85,369 at 6%; with 50% employer match about $85,369 at 4% or $56,913 at 6%; with 100% employer match about $64,027 at 4% or $42,685 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-18$553,624$92,199$5,122iApproximate average salary by contribution assumption: employee only about $128,054 at 4% or $85,369 at 6%; with 50% employer match about $85,369 at 4% or $56,913 at 6%; with 100% employer match about $64,027 at 4% or $42,685 at 6%.
2010117$460,613$84,153$4,950iApproximate average salary by contribution assumption: employee only about $123,754 at 4% or $82,503 at 6%; with 50% employer match about $82,503 at 4% or $55,002 at 6%; with 100% employer match about $61,877 at 4% or $41,251 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-17$460,613$84,153$4,950iApproximate average salary by contribution assumption: employee only about $123,754 at 4% or $82,503 at 6%; with 50% employer match about $82,503 at 4% or $55,002 at 6%; with 100% employer match about $61,877 at 4% or $41,251 at 6%.
2009115$333,715$76,556$5,104iApproximate average salary by contribution assumption: employee only about $127,593 at 4% or $85,062 at 6%; with 50% employer match about $85,062 at 4% or $56,708 at 6%; with 100% employer match about $63,797 at 4% or $42,531 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-15$333,715$76,556$5,104iApproximate average salary by contribution assumption: employee only about $127,593 at 4% or $85,062 at 6%; with 50% employer match about $85,062 at 4% or $56,708 at 6%; with 100% employer match about $63,797 at 4% or $42,531 at 6%.
2008126$225,172$82,515$3,174iApproximate average salary by contribution assumption: employee only about $79,341 at 4% or $52,894 at 6%; with 50% employer match about $52,894 at 4% or $35,263 at 6%; with 100% employer match about $39,671 at 4% or $26,447 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-26$225,172$82,515$3,174iApproximate average salary by contribution assumption: employee only about $79,341 at 4% or $52,894 at 6%; with 50% employer match about $52,894 at 4% or $35,263 at 6%; with 100% employer match about $39,671 at 4% or $26,447 at 6%.
2007121$0$0-
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-21---
2006130$291,182$80,663$2,689iApproximate average salary by contribution assumption: employee only about $67,219 at 4% or $44,813 at 6%; with 50% employer match about $44,813 at 4% or $29,875 at 6%; with 100% employer match about $33,610 at 4% or $22,406 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-30$291,182$80,663$2,689iApproximate average salary by contribution assumption: employee only about $67,219 at 4% or $44,813 at 6%; with 50% employer match about $44,813 at 4% or $29,875 at 6%; with 100% employer match about $33,610 at 4% or $22,406 at 6%.
2005125$197,027$72,888$2,916iApproximate average salary by contribution assumption: employee only about $72,888 at 4% or $48,592 at 6%; with 50% employer match about $48,592 at 4% or $32,395 at 6%; with 100% employer match about $36,444 at 4% or $24,296 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-25$197,027$72,888$2,916iApproximate average salary by contribution assumption: employee only about $72,888 at 4% or $48,592 at 6%; with 50% employer match about $48,592 at 4% or $32,395 at 6%; with 100% employer match about $36,444 at 4% or $24,296 at 6%.
2004123$115,433$60,955$2,650iApproximate average salary by contribution assumption: employee only about $66,255 at 4% or $44,170 at 6%; with 50% employer match about $44,170 at 4% or $29,447 at 6%; with 100% employer match about $33,128 at 4% or $22,085 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-23$115,433$60,955$2,650iApproximate average salary by contribution assumption: employee only about $66,255 at 4% or $44,170 at 6%; with 50% employer match about $44,170 at 4% or $29,447 at 6%; with 100% employer match about $33,128 at 4% or $22,085 at 6%.
2003119$49,225$46,211$2,432iApproximate average salary by contribution assumption: employee only about $60,804 at 4% or $40,536 at 6%; with 50% employer match about $40,536 at 4% or $27,024 at 6%; with 100% employer match about $30,402 at 4% or $20,268 at 6%.
Bundy & Bevilacqua Safe Harbor 401(K) Plan and Trust-19$49,225$46,211$2,432iApproximate average salary by contribution assumption: employee only about $60,804 at 4% or $40,536 at 6%; with 50% employer match about $40,536 at 4% or $27,024 at 6%; with 100% employer match about $30,402 at 4% or $20,268 at 6%.