Civic Intelligence

Francis and Associates, an Accountancy Corporation

Plan context: Francis and Associates 401(K) Plan

EIN 95-4613862 • Los Angeles, CA • 26 filings • 4 plans

10351 Santa Monica Blvd., Suite 270Los Angeles, CA 90025
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,167,276

2024 Contributions

$1,735,696

Historical Graphs

Total Assets Over Time

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

$3,167,276$1,583,638$0199920122024YearValue
$3,167,276Latest year 2024

Participants Over Time

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

1890199920122024YearValue
3Latest 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
202413$3,167,276$1,735,696$578,565iApproximate average salary by contribution assumption: employee only about $14,464,133 at 4% or $9,642,756 at 6%; with 50% employer match about $9,642,756 at 4% or $6,428,504 at 6%; with 100% employer match about $7,232,067 at 4% or $4,821,378 at 6%.
Francis and Associates 401(K) Plan-3$3,167,276$1,735,696$578,565iApproximate average salary by contribution assumption: employee only about $14,464,133 at 4% or $9,642,756 at 6%; with 50% employer match about $9,642,756 at 4% or $6,428,504 at 6%; with 100% employer match about $7,232,067 at 4% or $4,821,378 at 6%.
202313$1,157,748$106,500$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
Francis and Associates 401(K) Plan-3$1,157,748$106,500$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
202212$835,798$79,100$39,550iApproximate average salary by contribution assumption: employee only about $988,750 at 4% or $659,167 at 6%; with 50% employer match about $659,167 at 4% or $439,444 at 6%; with 100% employer match about $494,375 at 4% or $329,583 at 6%.
Francis and Associates 401(K) Plan-2$835,798$79,100$39,550iApproximate average salary by contribution assumption: employee only about $988,750 at 4% or $659,167 at 6%; with 50% employer match about $659,167 at 4% or $439,444 at 6%; with 100% employer match about $494,375 at 4% or $329,583 at 6%.
202112$957,335$84,500$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
Francis and Associates 401(K) Plan-2$957,335$84,500$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
202012$780,030$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Francis and Associates 401(K) Plan-2$780,030$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
201912$594,759$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Francis and Associates 401(K) Plan-2$594,759$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
201812$450,841$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Francis and Associates 401(K) Plan-2$450,841$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201713$462,787$13,400$4,467iApproximate average salary by contribution assumption: employee only about $111,667 at 4% or $74,444 at 6%; with 50% employer match about $74,444 at 4% or $49,630 at 6%; with 100% employer match about $55,833 at 4% or $37,222 at 6%.
Francis and Associates 401(K) Plan-3$462,787$13,400$4,467iApproximate average salary by contribution assumption: employee only about $111,667 at 4% or $74,444 at 6%; with 50% employer match about $74,444 at 4% or $49,630 at 6%; with 100% employer match about $55,833 at 4% or $37,222 at 6%.
201612$409,487$13,050$6,525iApproximate average salary by contribution assumption: employee only about $163,125 at 4% or $108,750 at 6%; with 50% employer match about $108,750 at 4% or $72,500 at 6%; with 100% employer match about $81,563 at 4% or $54,375 at 6%.
Francis and Associates 401(K) Plan-2$409,487$13,050$6,525iApproximate average salary by contribution assumption: employee only about $163,125 at 4% or $108,750 at 6%; with 50% employer match about $108,750 at 4% or $72,500 at 6%; with 100% employer match about $81,563 at 4% or $54,375 at 6%.
201513$423,668$20,225$6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%.
Francis and Associates 401(K) Plan-3$423,668$20,225$6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%.
201413$421,031$20,400$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
Francis and Associates 401(K) Plan-3$421,031$20,400$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
201313$395,920$17,618$5,873iApproximate average salary by contribution assumption: employee only about $146,817 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,408 at 4% or $48,939 at 6%.
Francis and Associates 401(K) Plan-3$395,920$17,618$5,873iApproximate average salary by contribution assumption: employee only about $146,817 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,408 at 4% or $48,939 at 6%.
201214$340,473$16,750$4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%.
Francis and Associates 401(K) Plan-4$340,473$16,750$4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%.
201114$290,992$22,059$5,515iApproximate average salary by contribution assumption: employee only about $137,869 at 4% or $91,913 at 6%; with 50% employer match about $91,913 at 4% or $61,275 at 6%; with 100% employer match about $68,934 at 4% or $45,956 at 6%.
Francis and Associates 401(K) Plan-4$290,992$22,059$5,515iApproximate average salary by contribution assumption: employee only about $137,869 at 4% or $91,913 at 6%; with 50% employer match about $91,913 at 4% or $61,275 at 6%; with 100% employer match about $68,934 at 4% or $45,956 at 6%.
201014$288,950$40,390$10,098iApproximate average salary by contribution assumption: employee only about $252,438 at 4% or $168,292 at 6%; with 50% employer match about $168,292 at 4% or $112,194 at 6%; with 100% employer match about $126,219 at 4% or $84,146 at 6%.
Francis and Associates 401(K) Plan-4$288,950$40,390$10,098iApproximate average salary by contribution assumption: employee only about $252,438 at 4% or $168,292 at 6%; with 50% employer match about $168,292 at 4% or $112,194 at 6%; with 100% employer match about $126,219 at 4% or $84,146 at 6%.
200918$511,143$61,978$7,747iApproximate average salary by contribution assumption: employee only about $193,681 at 4% or $129,121 at 6%; with 50% employer match about $129,121 at 4% or $86,081 at 6%; with 100% employer match about $96,841 at 4% or $64,560 at 6%.
Francis and Associates 401(K) Plan-8$511,143$61,978$7,747iApproximate average salary by contribution assumption: employee only about $193,681 at 4% or $129,121 at 6%; with 50% employer match about $129,121 at 4% or $86,081 at 6%; with 100% employer match about $96,841 at 4% or $64,560 at 6%.
2008117$350,560$63,912$3,760iApproximate average salary by contribution assumption: employee only about $93,988 at 4% or $62,659 at 6%; with 50% employer match about $62,659 at 4% or $41,773 at 6%; with 100% employer match about $46,994 at 4% or $31,329 at 6%.
Francis and Associates 401(K) Plan-17$350,560$63,912$3,760iApproximate average salary by contribution assumption: employee only about $93,988 at 4% or $62,659 at 6%; with 50% employer match about $62,659 at 4% or $41,773 at 6%; with 100% employer match about $46,994 at 4% or $31,329 at 6%.
2007115$436,831$81,318$5,421iApproximate average salary by contribution assumption: employee only about $135,530 at 4% or $90,353 at 6%; with 50% employer match about $90,353 at 4% or $60,236 at 6%; with 100% employer match about $67,765 at 4% or $45,177 at 6%.
Francis and Associates 401(K) Plan-15$436,831$81,318$5,421iApproximate average salary by contribution assumption: employee only about $135,530 at 4% or $90,353 at 6%; with 50% employer match about $90,353 at 4% or $60,236 at 6%; with 100% employer match about $67,765 at 4% or $45,177 at 6%.
2006115$343,307$69,190$4,613iApproximate average salary by contribution assumption: employee only about $115,317 at 4% or $76,878 at 6%; with 50% employer match about $76,878 at 4% or $51,252 at 6%; with 100% employer match about $57,658 at 4% or $38,439 at 6%.
Francis and Associates 401(K) Plan-15$343,307$69,190$4,613iApproximate average salary by contribution assumption: employee only about $115,317 at 4% or $76,878 at 6%; with 50% employer match about $76,878 at 4% or $51,252 at 6%; with 100% employer match about $57,658 at 4% or $38,439 at 6%.
2005115$252,867$50,645$3,376iApproximate average salary by contribution assumption: employee only about $84,408 at 4% or $56,272 at 6%; with 50% employer match about $56,272 at 4% or $37,515 at 6%; with 100% employer match about $42,204 at 4% or $28,136 at 6%.
Francis and Associates 401(K) Plan-15$252,867$50,645$3,376iApproximate average salary by contribution assumption: employee only about $84,408 at 4% or $56,272 at 6%; with 50% employer match about $56,272 at 4% or $37,515 at 6%; with 100% employer match about $42,204 at 4% or $28,136 at 6%.
2004117$192,146$42,058$2,474iApproximate average salary by contribution assumption: employee only about $61,850 at 4% or $41,233 at 6%; with 50% employer match about $41,233 at 4% or $27,489 at 6%; with 100% employer match about $30,925 at 4% or $20,617 at 6%.
Francis and Associates 401(K) Plan-17$192,146$42,058$2,474iApproximate average salary by contribution assumption: employee only about $61,850 at 4% or $41,233 at 6%; with 50% employer match about $41,233 at 4% or $27,489 at 6%; with 100% employer match about $30,925 at 4% or $20,617 at 6%.
2003118$162,562$26,860$1,492iApproximate average salary by contribution assumption: employee only about $37,306 at 4% or $24,870 at 6%; with 50% employer match about $24,870 at 4% or $16,580 at 6%; with 100% employer match about $18,653 at 4% or $12,435 at 6%.
Francis and Associates 401(K) Plan-18$162,562$26,860$1,492iApproximate average salary by contribution assumption: employee only about $37,306 at 4% or $24,870 at 6%; with 50% employer match about $24,870 at 4% or $16,580 at 6%; with 100% employer match about $18,653 at 4% or $12,435 at 6%.
2002118$116,993$37,526$2,085iApproximate average salary by contribution assumption: employee only about $52,119 at 4% or $34,746 at 6%; with 50% employer match about $34,746 at 4% or $23,164 at 6%; with 100% employer match about $26,060 at 4% or $17,373 at 6%.
Francis and Associates 401(K) Plan-18$116,993$37,526$2,085iApproximate average salary by contribution assumption: employee only about $52,119 at 4% or $34,746 at 6%; with 50% employer match about $34,746 at 4% or $23,164 at 6%; with 100% employer match about $26,060 at 4% or $17,373 at 6%.
2001115$103,602$28,094$1,873iApproximate average salary by contribution assumption: employee only about $46,823 at 4% or $31,216 at 6%; with 50% employer match about $31,216 at 4% or $20,810 at 6%; with 100% employer match about $23,412 at 4% or $15,608 at 6%.
Francis and Associates 401(K) Plan-15$103,602$28,094$1,873iApproximate average salary by contribution assumption: employee only about $46,823 at 4% or $31,216 at 6%; with 50% employer match about $31,216 at 4% or $20,810 at 6%; with 100% employer match about $23,412 at 4% or $15,608 at 6%.
2000114$107,082$43,749$3,125iApproximate average salary by contribution assumption: employee only about $78,123 at 4% or $52,082 at 6%; with 50% employer match about $52,082 at 4% or $34,721 at 6%; with 100% employer match about $39,062 at 4% or $26,041 at 6%.
Francis and Associates 401(K) Plan-14$107,082$43,749$3,125iApproximate average salary by contribution assumption: employee only about $78,123 at 4% or $52,082 at 6%; with 50% employer match about $52,082 at 4% or $34,721 at 6%; with 100% employer match about $39,062 at 4% or $26,041 at 6%.
1999116$102,035$40,583$2,536iApproximate average salary by contribution assumption: employee only about $63,411 at 4% or $42,274 at 6%; with 50% employer match about $42,274 at 4% or $28,183 at 6%; with 100% employer match about $31,705 at 4% or $21,137 at 6%.
Francis and Associates 401(K) Plan-16$102,035$40,583$2,536iApproximate average salary by contribution assumption: employee only about $63,411 at 4% or $42,274 at 6%; with 50% employer match about $42,274 at 4% or $28,183 at 6%; with 100% employer match about $31,705 at 4% or $21,137 at 6%.