Civic Intelligence

Alan Fisher

Plan context: Alan Fisher Cash Balance Plan

EIN 95-3957360 • Arcadia, CA • 20 filings • 3 plans

612 West Duarte RoadSuite 705Arcadia, CA 91007
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,236,847

2024 Contributions

$210,814

Historical Graphs

Total Assets Over Time

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

$2,236,847$1,118,424$0201520202024YearValue
$2,236,847Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest 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
202425$2,236,847$210,814$42,163iApproximate average salary by contribution assumption: employee only about $1,054,070 at 4% or $702,713 at 6%; with 50% employer match about $702,713 at 4% or $468,476 at 6%; with 100% employer match about $527,035 at 4% or $351,357 at 6%.
Alan Fisher Cash Balance Plan-5$1,637,759$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Alan Fisher 401(K) Plan-5$599,088$60,814$12,163iApproximate average salary by contribution assumption: employee only about $304,070 at 4% or $202,713 at 6%; with 50% employer match about $202,713 at 4% or $135,142 at 6%; with 100% employer match about $152,035 at 4% or $101,357 at 6%.
202325$1,807,268$163,657$32,731iApproximate average salary by contribution assumption: employee only about $818,285 at 4% or $545,523 at 6%; with 50% employer match about $545,523 at 4% or $363,682 at 6%; with 100% employer match about $409,143 at 4% or $272,762 at 6%.
Alan Fisher Cash Balance Plan-5$1,328,277$105,902$21,180iApproximate average salary by contribution assumption: employee only about $529,510 at 4% or $353,007 at 6%; with 50% employer match about $353,007 at 4% or $235,338 at 6%; with 100% employer match about $264,755 at 4% or $176,503 at 6%.
Alan Fisher 401(K) Plan-5$478,991$57,755$11,551iApproximate average salary by contribution assumption: employee only about $288,775 at 4% or $192,517 at 6%; with 50% employer match about $192,517 at 4% or $128,344 at 6%; with 100% employer match about $144,388 at 4% or $96,258 at 6%.
202225$1,430,348$157,076$31,415iApproximate average salary by contribution assumption: employee only about $785,380 at 4% or $523,587 at 6%; with 50% employer match about $523,587 at 4% or $349,058 at 6%; with 100% employer match about $392,690 at 4% or $261,793 at 6%.
Alan Fisher Cash Balance Plan-5$1,068,419$104,951$20,990iApproximate average salary by contribution assumption: employee only about $524,755 at 4% or $349,837 at 6%; with 50% employer match about $349,837 at 4% or $233,224 at 6%; with 100% employer match about $262,378 at 4% or $174,918 at 6%.
Alan Fisher 401(K) Plan-5$361,929$52,125$10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
202124$1,539,710$97,821$24,455iApproximate average salary by contribution assumption: employee only about $611,381 at 4% or $407,588 at 6%; with 50% employer match about $407,588 at 4% or $271,725 at 6%; with 100% employer match about $305,691 at 4% or $203,794 at 6%.
Alan Fisher Cash Balance Plan-4$1,147,945$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Alan Fisher 401(K) Plan-4$391,765$47,821$11,955iApproximate average salary by contribution assumption: employee only about $298,881 at 4% or $199,254 at 6%; with 50% employer match about $199,254 at 4% or $132,836 at 6%; with 100% employer match about $149,441 at 4% or $99,627 at 6%.
202023$1,279,837$65,619$21,873iApproximate average salary by contribution assumption: employee only about $546,825 at 4% or $364,550 at 6%; with 50% employer match about $364,550 at 4% or $243,033 at 6%; with 100% employer match about $273,413 at 4% or $182,275 at 6%.
Alan Fisher Cash Balance Plan-3$973,919--
Alan Fisher 401(K) Plan-3$305,918$65,619$21,873iApproximate average salary by contribution assumption: employee only about $546,825 at 4% or $364,550 at 6%; with 50% employer match about $364,550 at 4% or $243,033 at 6%; with 100% employer match about $273,413 at 4% or $182,275 at 6%.
201924$1,087,743$71,876$17,969iApproximate average salary by contribution assumption: employee only about $449,225 at 4% or $299,483 at 6%; with 50% employer match about $299,483 at 4% or $199,656 at 6%; with 100% employer match about $224,613 at 4% or $149,742 at 6%.
Alan Fisher Cash Balance Plan-4$857,046--
Alan Fisher 401(K) Plan-4$230,697$71,876$17,969iApproximate average salary by contribution assumption: employee only about $449,225 at 4% or $299,483 at 6%; with 50% employer match about $299,483 at 4% or $199,656 at 6%; with 100% employer match about $224,613 at 4% or $149,742 at 6%.
201823$876,644$231,444$77,148iApproximate average salary by contribution assumption: employee only about $1,928,700 at 4% or $1,285,800 at 6%; with 50% employer match about $1,285,800 at 4% or $857,200 at 6%; with 100% employer match about $964,350 at 4% or $642,900 at 6%.
Alan Fisher Cash Balance Plan-3$732,134$197,721$65,907iApproximate average salary by contribution assumption: employee only about $1,647,675 at 4% or $1,098,450 at 6%; with 50% employer match about $1,098,450 at 4% or $732,300 at 6%; with 100% employer match about $823,838 at 4% or $549,225 at 6%.
Alan Fisher 401(K) Plan-3$144,510$33,723$11,241iApproximate average salary by contribution assumption: employee only about $281,025 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%.
201723$668,806$225,319$75,106iApproximate average salary by contribution assumption: employee only about $1,877,658 at 4% or $1,251,772 at 6%; with 50% employer match about $1,251,772 at 4% or $834,515 at 6%; with 100% employer match about $938,829 at 4% or $625,886 at 6%.
Alan Fisher Cash Balance Plan-3$554,586$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
Alan Fisher 401(K) Plan-3$114,220$40,319$13,440iApproximate average salary by contribution assumption: employee only about $335,992 at 4% or $223,994 at 6%; with 50% employer match about $223,994 at 4% or $149,330 at 6%; with 100% employer match about $167,996 at 4% or $111,997 at 6%.
201624$398,799$108,015$27,004iApproximate average salary by contribution assumption: employee only about $675,094 at 4% or $450,063 at 6%; with 50% employer match about $450,063 at 4% or $300,042 at 6%; with 100% employer match about $337,547 at 4% or $225,031 at 6%.
Alan Fisher Cash Balance Plan-4$330,317$70,700$17,675iApproximate average salary by contribution assumption: employee only about $441,875 at 4% or $294,583 at 6%; with 50% employer match about $294,583 at 4% or $196,389 at 6%; with 100% employer match about $220,938 at 4% or $147,292 at 6%.
Alan Fisher 401(K) Plan-4$68,482$37,315$9,329iApproximate average salary by contribution assumption: employee only about $233,219 at 4% or $155,479 at 6%; with 50% employer match about $155,479 at 4% or $103,653 at 6%; with 100% employer match about $116,609 at 4% or $77,740 at 6%.
201525$290,783$290,933$58,187iApproximate average salary by contribution assumption: employee only about $1,454,665 at 4% or $969,777 at 6%; with 50% employer match about $969,777 at 4% or $646,518 at 6%; with 100% employer match about $727,333 at 4% or $484,888 at 6%.
Alan Fisher Cash Balance Plan-3$257,848$257,848$85,949iApproximate average salary by contribution assumption: employee only about $2,148,733 at 4% or $1,432,489 at 6%; with 50% employer match about $1,432,489 at 4% or $954,993 at 6%; with 100% employer match about $1,074,367 at 4% or $716,244 at 6%.
Alan Fisher 401(K) Plan-5$32,935$33,085$6,617iApproximate average salary by contribution assumption: employee only about $165,425 at 4% or $110,283 at 6%; with 50% employer match about $110,283 at 4% or $73,522 at 6%; with 100% employer match about $82,713 at 4% or $55,142 at 6%.