Civic Intelligence

Benefit Associates, Inc.

Plan context: Benefit Associates Inc. Retirement Savings Plan

EIN 95-3775762 • Huntington Beach, CA • 34 filings • 2 plans

16052 Beach Blvd., Suite 131Huntington Beach, CA 92647
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$8,723,853

2024 Contributions

$330,903

Historical Graphs

Total Assets Over Time

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

$8,723,853$4,361,927$0199920142024YearValue
$8,723,853Latest year 2024

Participants Over Time

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

23120199920132024YearValue
20Latest 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
2024220$8,723,853$330,903$16,545iApproximate average salary by contribution assumption: employee only about $413,629 at 4% or $275,753 at 6%; with 50% employer match about $275,753 at 4% or $183,835 at 6%; with 100% employer match about $206,814 at 4% or $137,876 at 6%.
Benefit Associates Inc. Retirement Savings Plan-20$7,333,984$270,403$13,520iApproximate average salary by contribution assumption: employee only about $338,004 at 4% or $225,336 at 6%; with 50% employer match about $225,336 at 4% or $150,224 at 6%; with 100% employer match about $169,002 at 4% or $112,668 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-17$1,389,869$60,500$3,559iApproximate average salary by contribution assumption: employee only about $88,971 at 4% or $59,314 at 6%; with 50% employer match about $59,314 at 4% or $39,542 at 6%; with 100% employer match about $44,485 at 4% or $29,657 at 6%.
2023223$8,312,140$269,700$11,726iApproximate average salary by contribution assumption: employee only about $293,152 at 4% or $195,435 at 6%; with 50% employer match about $195,435 at 4% or $130,290 at 6%; with 100% employer match about $146,576 at 4% or $97,717 at 6%.
Benefit Associates Inc. Retirement Savings Plan-23$7,140,412$194,700$8,465iApproximate average salary by contribution assumption: employee only about $211,630 at 4% or $141,087 at 6%; with 50% employer match about $141,087 at 4% or $94,058 at 6%; with 100% employer match about $105,815 at 4% or $70,543 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-17$1,171,728$75,000$4,412iApproximate average salary by contribution assumption: employee only about $110,294 at 4% or $73,529 at 6%; with 50% employer match about $73,529 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%.
2022221$7,539,900$505,726$24,082iApproximate average salary by contribution assumption: employee only about $602,055 at 4% or $401,370 at 6%; with 50% employer match about $401,370 at 4% or $267,580 at 6%; with 100% employer match about $301,027 at 4% or $200,685 at 6%.
Benefit Associates Inc. Retirement Savings Plan-21$6,560,492$445,209$21,200iApproximate average salary by contribution assumption: employee only about $530,011 at 4% or $353,340 at 6%; with 50% employer match about $353,340 at 4% or $235,560 at 6%; with 100% employer match about $265,005 at 4% or $176,670 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-16$979,408$60,517$3,782iApproximate average salary by contribution assumption: employee only about $94,558 at 4% or $63,039 at 6%; with 50% employer match about $63,039 at 4% or $42,026 at 6%; with 100% employer match about $47,279 at 4% or $31,519 at 6%.
2021219$7,863,033$242,618$12,769iApproximate average salary by contribution assumption: employee only about $319,234 at 4% or $212,823 at 6%; with 50% employer match about $212,823 at 4% or $141,882 at 6%; with 100% employer match about $159,617 at 4% or $106,411 at 6%.
Benefit Associates Inc. Retirement Savings Plan-19$6,834,286$242,618$12,769iApproximate average salary by contribution assumption: employee only about $319,234 at 4% or $212,823 at 6%; with 50% employer match about $212,823 at 4% or $141,882 at 6%; with 100% employer match about $159,617 at 4% or $106,411 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-16$1,028,747--
2020217$7,097,603$238,325$14,019iApproximate average salary by contribution assumption: employee only about $350,478 at 4% or $233,652 at 6%; with 50% employer match about $233,652 at 4% or $155,768 at 6%; with 100% employer match about $175,239 at 4% or $116,826 at 6%.
Benefit Associates Inc. Retirement Savings Plan-17$6,097,714$118,325$6,960iApproximate average salary by contribution assumption: employee only about $174,007 at 4% or $116,005 at 6%; with 50% employer match about $116,005 at 4% or $77,337 at 6%; with 100% employer match about $87,004 at 4% or $58,002 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-11$999,889$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
2019216$6,586,260$369,201$23,075iApproximate average salary by contribution assumption: employee only about $576,877 at 4% or $384,584 at 6%; with 50% employer match about $384,584 at 4% or $256,390 at 6%; with 100% employer match about $288,438 at 4% or $192,292 at 6%.
Benefit Associates Inc. Retirement Savings Plan-16$5,751,655$89,201$5,575iApproximate average salary by contribution assumption: employee only about $139,377 at 4% or $92,918 at 6%; with 50% employer match about $92,918 at 4% or $61,945 at 6%; with 100% employer match about $69,688 at 4% or $46,459 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-11$834,605$280,000$25,455iApproximate average salary by contribution assumption: employee only about $636,364 at 4% or $424,242 at 6%; with 50% employer match about $424,242 at 4% or $282,828 at 6%; with 100% employer match about $318,182 at 4% or $212,121 at 6%.
2018218$5,898,178$186,710$10,373iApproximate average salary by contribution assumption: employee only about $259,319 at 4% or $172,880 at 6%; with 50% employer match about $172,880 at 4% or $115,253 at 6%; with 100% employer match about $129,660 at 4% or $86,440 at 6%.
Benefit Associates Inc. Retirement Savings Plan-18$5,251,808$111,710$6,206iApproximate average salary by contribution assumption: employee only about $155,153 at 4% or $103,435 at 6%; with 50% employer match about $103,435 at 4% or $68,957 at 6%; with 100% employer match about $77,576 at 4% or $51,718 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-11$646,370$75,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
2017218$6,704,863$259,799$14,433iApproximate average salary by contribution assumption: employee only about $360,832 at 4% or $240,555 at 6%; with 50% employer match about $240,555 at 4% or $160,370 at 6%; with 100% employer match about $180,416 at 4% or $120,277 at 6%.
Benefit Associates Inc. Retirement Savings Plan-18$6,123,084$145,428$8,079iApproximate average salary by contribution assumption: employee only about $201,983 at 4% or $134,656 at 6%; with 50% employer match about $134,656 at 4% or $89,770 at 6%; with 100% employer match about $100,992 at 4% or $67,328 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-11$581,779$114,371$10,397iApproximate average salary by contribution assumption: employee only about $259,934 at 4% or $173,289 at 6%; with 50% employer match about $173,289 at 4% or $115,526 at 6%; with 100% employer match about $129,967 at 4% or $86,645 at 6%.
2016215$5,936,950$324,063$21,604iApproximate average salary by contribution assumption: employee only about $540,105 at 4% or $360,070 at 6%; with 50% employer match about $360,070 at 4% or $240,047 at 6%; with 100% employer match about $270,053 at 4% or $180,035 at 6%.
Benefit Associates Inc. Retirement Savings Plan-15$5,509,253$132,736$8,849iApproximate average salary by contribution assumption: employee only about $221,227 at 4% or $147,484 at 6%; with 50% employer match about $147,484 at 4% or $98,323 at 6%; with 100% employer match about $110,613 at 4% or $73,742 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-12$427,697$191,327$15,944iApproximate average salary by contribution assumption: employee only about $398,598 at 4% or $265,732 at 6%; with 50% employer match about $265,732 at 4% or $177,155 at 6%; with 100% employer match about $199,299 at 4% or $132,866 at 6%.
2015215$5,312,163$429,180$28,612iApproximate average salary by contribution assumption: employee only about $715,300 at 4% or $476,867 at 6%; with 50% employer match about $476,867 at 4% or $317,911 at 6%; with 100% employer match about $357,650 at 4% or $238,433 at 6%.
Benefit Associates Inc. Retirement Savings Plan-15$5,062,748$179,765$11,984iApproximate average salary by contribution assumption: employee only about $299,608 at 4% or $199,739 at 6%; with 50% employer match about $199,739 at 4% or $133,159 at 6%; with 100% employer match about $149,804 at 4% or $99,869 at 6%.
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN-12$249,415$249,415$20,785iApproximate average salary by contribution assumption: employee only about $519,615 at 4% or $346,410 at 6%; with 50% employer match about $346,410 at 4% or $230,940 at 6%; with 100% employer match about $259,807 at 4% or $173,205 at 6%.
2014115$5,026,043$3,726,360$248,424iApproximate average salary by contribution assumption: employee only about $6,210,600 at 4% or $4,140,400 at 6%; with 50% employer match about $4,140,400 at 4% or $2,760,267 at 6%; with 100% employer match about $3,105,300 at 4% or $2,070,200 at 6%.
Benefit Associates Inc. Retirement Savings Plan-15$5,026,043$3,726,360$248,424iApproximate average salary by contribution assumption: employee only about $6,210,600 at 4% or $4,140,400 at 6%; with 50% employer match about $4,140,400 at 4% or $2,760,267 at 6%; with 100% employer match about $3,105,300 at 4% or $2,070,200 at 6%.
2013115$1,294,475$70,525$4,702iApproximate average salary by contribution assumption: employee only about $117,542 at 4% or $78,361 at 6%; with 50% employer match about $78,361 at 4% or $52,241 at 6%; with 100% employer match about $58,771 at 4% or $39,181 at 6%.
Benefit Associates Inc. Retirement Savings Plan-15$1,294,475$70,525$4,702iApproximate average salary by contribution assumption: employee only about $117,542 at 4% or $78,361 at 6%; with 50% employer match about $78,361 at 4% or $52,241 at 6%; with 100% employer match about $58,771 at 4% or $39,181 at 6%.
2012116$1,278,031$66,282$4,143iApproximate average salary by contribution assumption: employee only about $103,566 at 4% or $69,044 at 6%; with 50% employer match about $69,044 at 4% or $46,029 at 6%; with 100% employer match about $51,783 at 4% or $34,522 at 6%.
Benefit Associates Inc. Retirement Savings Plan-16$1,278,031$66,282$4,143iApproximate average salary by contribution assumption: employee only about $103,566 at 4% or $69,044 at 6%; with 50% employer match about $69,044 at 4% or $46,029 at 6%; with 100% employer match about $51,783 at 4% or $34,522 at 6%.
2011116$1,118,554$76,223$4,764iApproximate average salary by contribution assumption: employee only about $119,098 at 4% or $79,399 at 6%; with 50% employer match about $79,399 at 4% or $52,933 at 6%; with 100% employer match about $59,549 at 4% or $39,699 at 6%.
Benefit Associates Inc. Retirement Savings Plan-16$1,118,554$76,223$4,764iApproximate average salary by contribution assumption: employee only about $119,098 at 4% or $79,399 at 6%; with 50% employer match about $79,399 at 4% or $52,933 at 6%; with 100% employer match about $59,549 at 4% or $39,699 at 6%.
2010114$1,065,703$73,730$5,266iApproximate average salary by contribution assumption: employee only about $131,661 at 4% or $87,774 at 6%; with 50% employer match about $87,774 at 4% or $58,516 at 6%; with 100% employer match about $65,830 at 4% or $43,887 at 6%.
Benefit Associates Inc. Retirement Savings Plan-14$1,065,703$73,730$5,266iApproximate average salary by contribution assumption: employee only about $131,661 at 4% or $87,774 at 6%; with 50% employer match about $87,774 at 4% or $58,516 at 6%; with 100% employer match about $65,830 at 4% or $43,887 at 6%.
2009115$876,000$79,663$5,311iApproximate average salary by contribution assumption: employee only about $132,772 at 4% or $88,514 at 6%; with 50% employer match about $88,514 at 4% or $59,010 at 6%; with 100% employer match about $66,386 at 4% or $44,257 at 6%.
Benefit Associates Inc. Retirement Savings Plan-15$876,000$79,663$5,311iApproximate average salary by contribution assumption: employee only about $132,772 at 4% or $88,514 at 6%; with 50% employer match about $88,514 at 4% or $59,010 at 6%; with 100% employer match about $66,386 at 4% or $44,257 at 6%.
2008112$625,319$76,819$6,402iApproximate average salary by contribution assumption: employee only about $160,040 at 4% or $106,693 at 6%; with 50% employer match about $106,693 at 4% or $71,129 at 6%; with 100% employer match about $80,020 at 4% or $53,347 at 6%.
Benefit Associates Inc. Retirement Savings Plan-12$625,319$76,819$6,402iApproximate average salary by contribution assumption: employee only about $160,040 at 4% or $106,693 at 6%; with 50% employer match about $106,693 at 4% or $71,129 at 6%; with 100% employer match about $80,020 at 4% or $53,347 at 6%.
2006111$667,831$46,788$4,253iApproximate average salary by contribution assumption: employee only about $106,336 at 4% or $70,891 at 6%; with 50% employer match about $70,891 at 4% or $47,261 at 6%; with 100% employer match about $53,168 at 4% or $35,445 at 6%.
Benefit Associates Inc. Retirement Savings Plan-11$667,831$46,788$4,253iApproximate average salary by contribution assumption: employee only about $106,336 at 4% or $70,891 at 6%; with 50% employer match about $70,891 at 4% or $47,261 at 6%; with 100% employer match about $53,168 at 4% or $35,445 at 6%.
2005110$556,226$36,831$3,683iApproximate average salary by contribution assumption: employee only about $92,078 at 4% or $61,385 at 6%; with 50% employer match about $61,385 at 4% or $40,923 at 6%; with 100% employer match about $46,039 at 4% or $30,693 at 6%.
Benefit Associates Inc. Retirement Savings Plan-10$556,226$36,831$3,683iApproximate average salary by contribution assumption: employee only about $92,078 at 4% or $61,385 at 6%; with 50% employer match about $61,385 at 4% or $40,923 at 6%; with 100% employer match about $46,039 at 4% or $30,693 at 6%.
200418$516,316$77,554$9,694iApproximate average salary by contribution assumption: employee only about $242,356 at 4% or $161,571 at 6%; with 50% employer match about $161,571 at 4% or $107,714 at 6%; with 100% employer match about $121,178 at 4% or $80,785 at 6%.
Benefit Associates Inc. Retirement Savings Plan-8$516,316$77,554$9,694iApproximate average salary by contribution assumption: employee only about $242,356 at 4% or $161,571 at 6%; with 50% employer match about $161,571 at 4% or $107,714 at 6%; with 100% employer match about $121,178 at 4% or $80,785 at 6%.
200216$144,668$83,448$13,908iApproximate average salary by contribution assumption: employee only about $347,700 at 4% or $231,800 at 6%; with 50% employer match about $231,800 at 4% or $154,533 at 6%; with 100% employer match about $173,850 at 4% or $115,900 at 6%.
Benefit Associates Inc. Retirement Savings Plan-6$144,668$83,448$13,908iApproximate average salary by contribution assumption: employee only about $347,700 at 4% or $231,800 at 6%; with 50% employer match about $231,800 at 4% or $154,533 at 6%; with 100% employer match about $173,850 at 4% or $115,900 at 6%.
200117$0$0-
Benefit Associates Inc. Retirement Savings Plan-7---
200015$0$0-
Benefit Associates Inc. Retirement Savings Plan-5---
199914$86,360$33,400$8,350iApproximate average salary by contribution assumption: employee only about $208,750 at 4% or $139,167 at 6%; with 50% employer match about $139,167 at 4% or $92,778 at 6%; with 100% employer match about $104,375 at 4% or $69,583 at 6%.
Benefit Associates Inc. Retirement Savings Plan-4$86,360$33,400$8,350iApproximate average salary by contribution assumption: employee only about $208,750 at 4% or $139,167 at 6%; with 50% employer match about $139,167 at 4% or $92,778 at 6%; with 100% employer match about $104,375 at 4% or $69,583 at 6%.