Civic Intelligence

Thomas Dale & Associates Ltd

Plan context: Thomas Dale & Associates Ltd Cash Balance Plan

EIN 95-4595953 • El Segundo, CA • 15 filings • 1 plans

869 Douglas StreetEl Segundo, CA 90245
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$2,226,846

2024 Contributions

$157,598

Historical Graphs

Total Assets Over Time

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

$2,226,846$1,113,423$0201020172024YearValue
$2,226,846Latest year 2024

Participants Over Time

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

55280201020172024YearValue
55Latest 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
2024155$2,226,846$157,598$2,865iApproximate average salary by contribution assumption: employee only about $71,635 at 4% or $47,757 at 6%; with 50% employer match about $47,757 at 4% or $31,838 at 6%; with 100% employer match about $35,818 at 4% or $23,878 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-55$2,226,846$157,598$2,865iApproximate average salary by contribution assumption: employee only about $71,635 at 4% or $47,757 at 6%; with 50% employer match about $47,757 at 4% or $31,838 at 6%; with 100% employer match about $35,818 at 4% or $23,878 at 6%.
2023139$1,917,246$148,098$3,797iApproximate average salary by contribution assumption: employee only about $94,935 at 4% or $63,290 at 6%; with 50% employer match about $63,290 at 4% or $42,193 at 6%; with 100% employer match about $47,467 at 4% or $31,645 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-39$1,917,246$148,098$3,797iApproximate average salary by contribution assumption: employee only about $94,935 at 4% or $63,290 at 6%; with 50% employer match about $63,290 at 4% or $42,193 at 6%; with 100% employer match about $47,467 at 4% or $31,645 at 6%.
2022136$1,637,084$219,787$6,105iApproximate average salary by contribution assumption: employee only about $152,630 at 4% or $101,753 at 6%; with 50% employer match about $101,753 at 4% or $67,835 at 6%; with 100% employer match about $76,315 at 4% or $50,877 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-36$1,637,084$219,787$6,105iApproximate average salary by contribution assumption: employee only about $152,630 at 4% or $101,753 at 6%; with 50% employer match about $101,753 at 4% or $67,835 at 6%; with 100% employer match about $76,315 at 4% or $50,877 at 6%.
2021120$1,752,493$0-
Thomas Dale & Associates Ltd Cash Balance Plan-20$1,752,493--
2020119$1,420,454$162,964$8,577iApproximate average salary by contribution assumption: employee only about $214,426 at 4% or $142,951 at 6%; with 50% employer match about $142,951 at 4% or $95,301 at 6%; with 100% employer match about $107,213 at 4% or $71,475 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-19$1,420,454$162,964$8,577iApproximate average salary by contribution assumption: employee only about $214,426 at 4% or $142,951 at 6%; with 50% employer match about $142,951 at 4% or $95,301 at 6%; with 100% employer match about $107,213 at 4% or $71,475 at 6%.
2019121$1,132,305$100,985$4,809iApproximate average salary by contribution assumption: employee only about $120,220 at 4% or $80,147 at 6%; with 50% employer match about $80,147 at 4% or $53,431 at 6%; with 100% employer match about $60,110 at 4% or $40,073 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-21$1,132,305$100,985$4,809iApproximate average salary by contribution assumption: employee only about $120,220 at 4% or $80,147 at 6%; with 50% employer match about $80,147 at 4% or $53,431 at 6%; with 100% employer match about $60,110 at 4% or $40,073 at 6%.
201819$901,284$100,600$11,178iApproximate average salary by contribution assumption: employee only about $279,444 at 4% or $186,296 at 6%; with 50% employer match about $186,296 at 4% or $124,198 at 6%; with 100% employer match about $139,722 at 4% or $93,148 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-9$901,284$100,600$11,178iApproximate average salary by contribution assumption: employee only about $279,444 at 4% or $186,296 at 6%; with 50% employer match about $186,296 at 4% or $124,198 at 6%; with 100% employer match about $139,722 at 4% or $93,148 at 6%.
201717$907,841$98,200$14,029iApproximate average salary by contribution assumption: employee only about $350,714 at 4% or $233,810 at 6%; with 50% employer match about $233,810 at 4% or $155,873 at 6%; with 100% employer match about $175,357 at 4% or $116,905 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-7$907,841$98,200$14,029iApproximate average salary by contribution assumption: employee only about $350,714 at 4% or $233,810 at 6%; with 50% employer match about $233,810 at 4% or $155,873 at 6%; with 100% employer match about $175,357 at 4% or $116,905 at 6%.
201619$743,906$96,600$10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-9$743,906$96,600$10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%.
2015110$632,862$97,400$9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-10$632,862$97,400$9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%.
201417$528,098$99,000$14,143iApproximate average salary by contribution assumption: employee only about $353,571 at 4% or $235,714 at 6%; with 50% employer match about $235,714 at 4% or $157,143 at 6%; with 100% employer match about $176,786 at 4% or $117,857 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-7$528,098$99,000$14,143iApproximate average salary by contribution assumption: employee only about $353,571 at 4% or $235,714 at 6%; with 50% employer match about $235,714 at 4% or $157,143 at 6%; with 100% employer match about $176,786 at 4% or $117,857 at 6%.
201317$408,971$99,000$14,143iApproximate average salary by contribution assumption: employee only about $353,571 at 4% or $235,714 at 6%; with 50% employer match about $235,714 at 4% or $157,143 at 6%; with 100% employer match about $176,786 at 4% or $117,857 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-7$408,971$99,000$14,143iApproximate average salary by contribution assumption: employee only about $353,571 at 4% or $235,714 at 6%; with 50% employer match about $235,714 at 4% or $157,143 at 6%; with 100% employer match about $176,786 at 4% or $117,857 at 6%.
201216$283,708$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-6$283,708$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
2011111$198,183$80,000$7,273iApproximate average salary by contribution assumption: employee only about $181,818 at 4% or $121,212 at 6%; with 50% employer match about $121,212 at 4% or $80,808 at 6%; with 100% employer match about $90,909 at 4% or $60,606 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-11$198,183$80,000$7,273iApproximate average salary by contribution assumption: employee only about $181,818 at 4% or $121,212 at 6%; with 50% employer match about $121,212 at 4% or $80,808 at 6%; with 100% employer match about $90,909 at 4% or $60,606 at 6%.
2010111$117,600$117,600$10,691iApproximate average salary by contribution assumption: employee only about $267,273 at 4% or $178,182 at 6%; with 50% employer match about $178,182 at 4% or $118,788 at 6%; with 100% employer match about $133,636 at 4% or $89,091 at 6%.
Thomas Dale & Associates Ltd Cash Balance Plan-11$117,600$117,600$10,691iApproximate average salary by contribution assumption: employee only about $267,273 at 4% or $178,182 at 6%; with 50% employer match about $178,182 at 4% or $118,788 at 6%; with 100% employer match about $133,636 at 4% or $89,091 at 6%.