Civic Intelligence

Ferguson, Case, Orr, Paterson & Cunningham

Plan context: Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan

EIN 95-3764264 • Ventura, CA • 29 filings • 10 plans

1050 S. Kimball RdVentura, CA 93004
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$20,453,996

2024 Contributions

$1,134,808

Historical Graphs

Total Assets Over Time

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

$21,620,953$10,810,477$0199920132024YearValue
$20,453,996Latest year 2024

Participants Over Time

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

78390199920122024YearValue
67Latest 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
2024167$20,453,996$1,134,808$16,937iApproximate average salary by contribution assumption: employee only about $423,436 at 4% or $282,291 at 6%; with 50% employer match about $282,291 at 4% or $188,194 at 6%; with 100% employer match about $211,718 at 4% or $141,145 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-67$20,453,996$1,134,808$16,937iApproximate average salary by contribution assumption: employee only about $423,436 at 4% or $282,291 at 6%; with 50% employer match about $282,291 at 4% or $188,194 at 6%; with 100% employer match about $211,718 at 4% or $141,145 at 6%.
2023168$17,741,573$958,028$14,089iApproximate average salary by contribution assumption: employee only about $352,216 at 4% or $234,811 at 6%; with 50% employer match about $234,811 at 4% or $156,541 at 6%; with 100% employer match about $176,108 at 4% or $117,405 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-68$17,741,573$958,028$14,089iApproximate average salary by contribution assumption: employee only about $352,216 at 4% or $234,811 at 6%; with 50% employer match about $234,811 at 4% or $156,541 at 6%; with 100% employer match about $176,108 at 4% or $117,405 at 6%.
2022168$15,259,063$954,356$14,035iApproximate average salary by contribution assumption: employee only about $350,866 at 4% or $233,911 at 6%; with 50% employer match about $233,911 at 4% or $155,941 at 6%; with 100% employer match about $175,433 at 4% or $116,955 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-68$15,259,063$954,356$14,035iApproximate average salary by contribution assumption: employee only about $350,866 at 4% or $233,911 at 6%; with 50% employer match about $233,911 at 4% or $155,941 at 6%; with 100% employer match about $175,433 at 4% or $116,955 at 6%.
2021168$18,780,458$1,133,209$16,665iApproximate average salary by contribution assumption: employee only about $416,621 at 4% or $277,747 at 6%; with 50% employer match about $277,747 at 4% or $185,165 at 6%; with 100% employer match about $208,310 at 4% or $138,874 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-68$18,780,458$1,133,209$16,665iApproximate average salary by contribution assumption: employee only about $416,621 at 4% or $277,747 at 6%; with 50% employer match about $277,747 at 4% or $185,165 at 6%; with 100% employer match about $208,310 at 4% or $138,874 at 6%.
2020168$21,392,046$1,291,990$19,000iApproximate average salary by contribution assumption: employee only about $474,996 at 4% or $316,664 at 6%; with 50% employer match about $316,664 at 4% or $211,109 at 6%; with 100% employer match about $237,498 at 4% or $158,332 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-68$21,392,046$1,291,990$19,000iApproximate average salary by contribution assumption: employee only about $474,996 at 4% or $316,664 at 6%; with 50% employer match about $316,664 at 4% or $211,109 at 6%; with 100% employer match about $237,498 at 4% or $158,332 at 6%.
2019178$20,885,627$883,982$11,333iApproximate average salary by contribution assumption: employee only about $283,328 at 4% or $188,885 at 6%; with 50% employer match about $188,885 at 4% or $125,923 at 6%; with 100% employer match about $141,664 at 4% or $94,443 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-78$20,885,627$883,982$11,333iApproximate average salary by contribution assumption: employee only about $283,328 at 4% or $188,885 at 6%; with 50% employer match about $188,885 at 4% or $125,923 at 6%; with 100% employer match about $141,664 at 4% or $94,443 at 6%.
2018173$18,680,109$827,867$11,341iApproximate average salary by contribution assumption: employee only about $283,516 at 4% or $189,011 at 6%; with 50% employer match about $189,011 at 4% or $126,007 at 6%; with 100% employer match about $141,758 at 4% or $94,505 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-73$18,680,109$827,867$11,341iApproximate average salary by contribution assumption: employee only about $283,516 at 4% or $189,011 at 6%; with 50% employer match about $189,011 at 4% or $126,007 at 6%; with 100% employer match about $141,758 at 4% or $94,505 at 6%.
2017175$19,377,405$712,181$9,496iApproximate average salary by contribution assumption: employee only about $237,394 at 4% or $158,262 at 6%; with 50% employer match about $158,262 at 4% or $105,508 at 6%; with 100% employer match about $118,697 at 4% or $79,131 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-75$19,377,405$712,181$9,496iApproximate average salary by contribution assumption: employee only about $237,394 at 4% or $158,262 at 6%; with 50% employer match about $158,262 at 4% or $105,508 at 6%; with 100% employer match about $118,697 at 4% or $79,131 at 6%.
2016163$16,487,662$684,870$10,871iApproximate average salary by contribution assumption: employee only about $271,774 at 4% or $181,183 at 6%; with 50% employer match about $181,183 at 4% or $120,788 at 6%; with 100% employer match about $135,887 at 4% or $90,591 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-63$16,487,662$684,870$10,871iApproximate average salary by contribution assumption: employee only about $271,774 at 4% or $181,183 at 6%; with 50% employer match about $181,183 at 4% or $120,788 at 6%; with 100% employer match about $135,887 at 4% or $90,591 at 6%.
2015165$14,813,922$679,486$10,454iApproximate average salary by contribution assumption: employee only about $261,341 at 4% or $174,227 at 6%; with 50% employer match about $174,227 at 4% or $116,151 at 6%; with 100% employer match about $130,670 at 4% or $87,114 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-65$14,813,922$679,486$10,454iApproximate average salary by contribution assumption: employee only about $261,341 at 4% or $174,227 at 6%; with 50% employer match about $174,227 at 4% or $116,151 at 6%; with 100% employer match about $130,670 at 4% or $87,114 at 6%.
2014162$15,106,637$590,505$9,524iApproximate average salary by contribution assumption: employee only about $238,107 at 4% or $158,738 at 6%; with 50% employer match about $158,738 at 4% or $105,825 at 6%; with 100% employer match about $119,053 at 4% or $79,369 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-62$15,106,637$590,505$9,524iApproximate average salary by contribution assumption: employee only about $238,107 at 4% or $158,738 at 6%; with 50% employer match about $158,738 at 4% or $105,825 at 6%; with 100% employer match about $119,053 at 4% or $79,369 at 6%.
2013162$14,843,785$799,750$12,899iApproximate average salary by contribution assumption: employee only about $322,480 at 4% or $214,987 at 6%; with 50% employer match about $214,987 at 4% or $143,324 at 6%; with 100% employer match about $161,240 at 4% or $107,493 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-62$14,843,785$799,750$12,899iApproximate average salary by contribution assumption: employee only about $322,480 at 4% or $214,987 at 6%; with 50% employer match about $214,987 at 4% or $143,324 at 6%; with 100% employer match about $161,240 at 4% or $107,493 at 6%.
2012156$12,271,312$820,540$14,653iApproximate average salary by contribution assumption: employee only about $366,313 at 4% or $244,208 at 6%; with 50% employer match about $244,208 at 4% or $162,806 at 6%; with 100% employer match about $183,156 at 4% or $122,104 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-56$12,271,312$820,540$14,653iApproximate average salary by contribution assumption: employee only about $366,313 at 4% or $244,208 at 6%; with 50% employer match about $244,208 at 4% or $162,806 at 6%; with 100% employer match about $183,156 at 4% or $122,104 at 6%.
2011151$12,102,780$699,418$13,714iApproximate average salary by contribution assumption: employee only about $342,852 at 4% or $228,568 at 6%; with 50% employer match about $228,568 at 4% or $152,379 at 6%; with 100% employer match about $171,426 at 4% or $114,284 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-51$12,102,780$699,418$13,714iApproximate average salary by contribution assumption: employee only about $342,852 at 4% or $228,568 at 6%; with 50% employer match about $228,568 at 4% or $152,379 at 6%; with 100% employer match about $171,426 at 4% or $114,284 at 6%.
2010149$11,737,621$282,437$5,764iApproximate average salary by contribution assumption: employee only about $144,101 at 4% or $96,067 at 6%; with 50% employer match about $96,067 at 4% or $64,045 at 6%; with 100% employer match about $72,050 at 4% or $48,034 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-49$11,737,621$282,437$5,764iApproximate average salary by contribution assumption: employee only about $144,101 at 4% or $96,067 at 6%; with 50% employer match about $96,067 at 4% or $64,045 at 6%; with 100% employer match about $72,050 at 4% or $48,034 at 6%.
2009246$21,620,953$1,634,998$35,543iApproximate average salary by contribution assumption: employee only about $888,586 at 4% or $592,391 at 6%; with 50% employer match about $592,391 at 4% or $394,927 at 6%; with 100% employer match about $444,293 at 4% or $296,195 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-42$10,932,452$945,452$22,511iApproximate average salary by contribution assumption: employee only about $562,769 at 4% or $375,179 at 6%; with 50% employer match about $375,179 at 4% or $250,120 at 6%; with 100% employer match about $281,385 at 4% or $187,590 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-46$10,688,501$689,546$14,990iApproximate average salary by contribution assumption: employee only about $374,753 at 4% or $249,836 at 6%; with 50% employer match about $249,836 at 4% or $166,557 at 6%; with 100% employer match about $187,377 at 4% or $124,918 at 6%.
2008247$8,539,819$569,890$12,125iApproximate average salary by contribution assumption: employee only about $303,133 at 4% or $202,089 at 6%; with 50% employer match about $202,089 at 4% or $134,726 at 6%; with 100% employer match about $151,566 at 4% or $101,044 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-47$8,539,819$541,770$11,527iApproximate average salary by contribution assumption: employee only about $288,176 at 4% or $192,117 at 6%; with 50% employer match about $192,117 at 4% or $128,078 at 6%; with 100% employer match about $144,088 at 4% or $96,059 at 6%.
Ferguson Case Orr Advantageplus Health Plan-0-$28,120-
2007134$0$0-
Ferguson Case Orr Advantageplus Health Plan-34---
2006243$9,110,414$700,332$16,287iApproximate average salary by contribution assumption: employee only about $407,170 at 4% or $271,447 at 6%; with 50% employer match about $271,447 at 4% or $180,964 at 6%; with 100% employer match about $203,585 at 4% or $135,723 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-43$9,108,773$681,442$15,847iApproximate average salary by contribution assumption: employee only about $396,187 at 4% or $264,125 at 6%; with 50% employer match about $264,125 at 4% or $176,083 at 6%; with 100% employer match about $198,094 at 4% or $132,062 at 6%.
Ferguson Case Orr Advantageplus Health Plan-35$1,641$18,890$540iApproximate average salary by contribution assumption: employee only about $13,493 at 4% or $8,995 at 6%; with 50% employer match about $8,995 at 4% or $5,997 at 6%; with 100% employer match about $6,746 at 4% or $4,498 at 6%.
2005141$7,710,953$581,874$14,192iApproximate average salary by contribution assumption: employee only about $354,801 at 4% or $236,534 at 6%; with 50% employer match about $236,534 at 4% or $157,689 at 6%; with 100% employer match about $177,401 at 4% or $118,267 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-41$7,710,953$581,874$14,192iApproximate average salary by contribution assumption: employee only about $354,801 at 4% or $236,534 at 6%; with 50% employer match about $236,534 at 4% or $157,689 at 6%; with 100% employer match about $177,401 at 4% or $118,267 at 6%.
2004142$6,642,053$493,266$11,744iApproximate average salary by contribution assumption: employee only about $293,611 at 4% or $195,740 at 6%; with 50% employer match about $195,740 at 4% or $130,494 at 6%; with 100% employer match about $146,805 at 4% or $97,870 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-42$6,642,053$493,266$11,744iApproximate average salary by contribution assumption: employee only about $293,611 at 4% or $195,740 at 6%; with 50% employer match about $195,740 at 4% or $130,494 at 6%; with 100% employer match about $146,805 at 4% or $97,870 at 6%.
2003139$6,241,053$445,975$11,435iApproximate average salary by contribution assumption: employee only about $285,881 at 4% or $190,588 at 6%; with 50% employer match about $190,588 at 4% or $127,058 at 6%; with 100% employer match about $142,941 at 4% or $95,294 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-39$6,241,053$445,975$11,435iApproximate average salary by contribution assumption: employee only about $285,881 at 4% or $190,588 at 6%; with 50% employer match about $190,588 at 4% or $127,058 at 6%; with 100% employer match about $142,941 at 4% or $95,294 at 6%.
2002137$4,933,401$304,430$8,228iApproximate average salary by contribution assumption: employee only about $205,696 at 4% or $137,131 at 6%; with 50% employer match about $137,131 at 4% or $91,420 at 6%; with 100% employer match about $102,848 at 4% or $68,565 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-37$4,933,401$304,430$8,228iApproximate average salary by contribution assumption: employee only about $205,696 at 4% or $137,131 at 6%; with 50% employer match about $137,131 at 4% or $91,420 at 6%; with 100% employer match about $102,848 at 4% or $68,565 at 6%.
2001130$0$0-
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-30---
2000129$4,740,170$256,937$8,860iApproximate average salary by contribution assumption: employee only about $221,497 at 4% or $147,665 at 6%; with 50% employer match about $147,665 at 4% or $98,443 at 6%; with 100% employer match about $110,749 at 4% or $73,832 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-29$4,740,170$256,937$8,860iApproximate average salary by contribution assumption: employee only about $221,497 at 4% or $147,665 at 6%; with 50% employer match about $147,665 at 4% or $98,443 at 6%; with 100% employer match about $110,749 at 4% or $73,832 at 6%.
1999127$4,754,139$238,755$8,843iApproximate average salary by contribution assumption: employee only about $221,069 at 4% or $147,380 at 6%; with 50% employer match about $147,380 at 4% or $98,253 at 6%; with 100% employer match about $110,535 at 4% or $73,690 at 6%.
Ferguson, Case, Orr, Paterson & Cunningham 401K Ps Plan-27$4,754,139$238,755$8,843iApproximate average salary by contribution assumption: employee only about $221,069 at 4% or $147,380 at 6%; with 50% employer match about $147,380 at 4% or $98,253 at 6%; with 100% employer match about $110,535 at 4% or $73,690 at 6%.