Civic Intelligence

Frankel Family Trust

Plan context: Management Support 40Ik Plan

EIN 95-6757355 • Santa Ana, CA • 47 filings • 7 plans

1800 E Deere AveSanta Ana, CA 92705-5721
Current Snapshot

Latest Year

2024

2024 Participants

483

2024 Assets

$10,750,431

2024 Contributions

$1,283,359

Historical Graphs

Total Assets Over Time

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

$10,750,431$5,375,216$0199920122024YearValue
$10,750,431Latest year 2024

Participants Over Time

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

4832420199920122024YearValue
483Latest 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
20242483$10,750,431$1,283,359$2,657iApproximate average salary by contribution assumption: employee only about $66,426 at 4% or $44,284 at 6%; with 50% employer match about $44,284 at 4% or $29,523 at 6%; with 100% employer match about $33,213 at 4% or $22,142 at 6%.
Management Support 40Ik Plan-483$10,750,431$1,283,359$2,657iApproximate average salary by contribution assumption: employee only about $66,426 at 4% or $44,284 at 6%; with 50% employer match about $44,284 at 4% or $29,523 at 6%; with 100% employer match about $33,213 at 4% or $22,142 at 6%.
Frankel Family Trust Employee Benefit Plan-406---
20232401$9,543,586$1,080,859$2,695iApproximate average salary by contribution assumption: employee only about $67,385 at 4% or $44,923 at 6%; with 50% employer match about $44,923 at 4% or $29,949 at 6%; with 100% employer match about $33,693 at 4% or $22,462 at 6%.
Management Support 40Ik Plan-391$9,543,586$1,080,859$2,764iApproximate average salary by contribution assumption: employee only about $69,109 at 4% or $46,072 at 6%; with 50% employer match about $46,072 at 4% or $30,715 at 6%; with 100% employer match about $34,554 at 4% or $23,036 at 6%.
Frankel Family Trust Employee Benefit Plan-401---
20222396$7,731,297$1,049,258$2,650iApproximate average salary by contribution assumption: employee only about $66,241 at 4% or $44,161 at 6%; with 50% employer match about $44,161 at 4% or $29,440 at 6%; with 100% employer match about $33,121 at 4% or $22,080 at 6%.
Management Support 40Ik Plan-378$7,731,297$1,049,258$2,776iApproximate average salary by contribution assumption: employee only about $69,395 at 4% or $46,264 at 6%; with 50% employer match about $46,264 at 4% or $30,842 at 6%; with 100% employer match about $34,698 at 4% or $23,132 at 6%.
Frankel Family Trust Employee Benefit Plan-396---
20212379$9,146,960$990,029$2,612iApproximate average salary by contribution assumption: employee only about $65,305 at 4% or $43,537 at 6%; with 50% employer match about $43,537 at 4% or $29,025 at 6%; with 100% employer match about $32,653 at 4% or $21,768 at 6%.
Management Support 40Ik Plan-379$9,146,960$990,029$2,612iApproximate average salary by contribution assumption: employee only about $65,305 at 4% or $43,537 at 6%; with 50% employer match about $43,537 at 4% or $29,025 at 6%; with 100% employer match about $32,653 at 4% or $21,768 at 6%.
Frankel Family Trust Employee Benefit Plan-379---
20202394$8,239,752$947,252$2,404iApproximate average salary by contribution assumption: employee only about $60,105 at 4% or $40,070 at 6%; with 50% employer match about $40,070 at 4% or $26,713 at 6%; with 100% employer match about $30,052 at 4% or $20,035 at 6%.
Management Support 40Ik Plan-389$8,239,752$947,252$2,435iApproximate average salary by contribution assumption: employee only about $60,877 at 4% or $40,585 at 6%; with 50% employer match about $40,585 at 4% or $27,057 at 6%; with 100% employer match about $30,439 at 4% or $20,292 at 6%.
Frankel Family Trust Employee Benefit Plan-394---
20192407$6,651,099$900,743$2,213iApproximate average salary by contribution assumption: employee only about $55,328 at 4% or $36,885 at 6%; with 50% employer match about $36,885 at 4% or $24,590 at 6%; with 100% employer match about $27,664 at 4% or $18,443 at 6%.
Management Support 40Ik Plan-398$6,651,099$900,743$2,263iApproximate average salary by contribution assumption: employee only about $56,579 at 4% or $37,720 at 6%; with 50% employer match about $37,720 at 4% or $25,146 at 6%; with 100% employer match about $28,290 at 4% or $18,860 at 6%.
Frankel Family Trust Employee Benefit Plan-407---
20181402$4,788,556$857,608$2,133iApproximate average salary by contribution assumption: employee only about $53,334 at 4% or $35,556 at 6%; with 50% employer match about $35,556 at 4% or $23,704 at 6%; with 100% employer match about $26,667 at 4% or $17,778 at 6%.
Management Support 40Ik Plan-402$4,788,556$857,608$2,133iApproximate average salary by contribution assumption: employee only about $53,334 at 4% or $35,556 at 6%; with 50% employer match about $35,556 at 4% or $23,704 at 6%; with 100% employer match about $26,667 at 4% or $17,778 at 6%.
20171383$4,606,030$889,334$2,322iApproximate average salary by contribution assumption: employee only about $58,051 at 4% or $38,700 at 6%; with 50% employer match about $38,700 at 4% or $25,800 at 6%; with 100% employer match about $29,025 at 4% or $19,350 at 6%.
Management Support 40Ik Plan-383$4,606,030$889,334$2,322iApproximate average salary by contribution assumption: employee only about $58,051 at 4% or $38,700 at 6%; with 50% employer match about $38,700 at 4% or $25,800 at 6%; with 100% employer match about $29,025 at 4% or $19,350 at 6%.
20162327$3,253,217$434,171$1,328iApproximate average salary by contribution assumption: employee only about $33,194 at 4% or $22,129 at 6%; with 50% employer match about $22,129 at 4% or $14,753 at 6%; with 100% employer match about $16,597 at 4% or $11,065 at 6%.
Management Support 40Ik Plan-327$3,253,217$434,171$1,328iApproximate average salary by contribution assumption: employee only about $33,194 at 4% or $22,129 at 6%; with 50% employer match about $22,129 at 4% or $14,753 at 6%; with 100% employer match about $16,597 at 4% or $11,065 at 6%.
Frankel Family Trust Employee Benefit Plan-----
20152306$2,816,261$449,898$1,470iApproximate average salary by contribution assumption: employee only about $36,756 at 4% or $24,504 at 6%; with 50% employer match about $24,504 at 4% or $16,336 at 6%; with 100% employer match about $18,378 at 4% or $12,252 at 6%.
Management Support 40Ik Plan-306$2,816,261$449,898$1,470iApproximate average salary by contribution assumption: employee only about $36,756 at 4% or $24,504 at 6%; with 50% employer match about $24,504 at 4% or $16,336 at 6%; with 100% employer match about $18,378 at 4% or $12,252 at 6%.
Frankel Family Trust Employee Benefit Plan-----
20142407$2,690,616$275,607$677iApproximate average salary by contribution assumption: employee only about $16,929 at 4% or $11,286 at 6%; with 50% employer match about $11,286 at 4% or $7,524 at 6%; with 100% employer match about $8,465 at 4% or $5,643 at 6%.
Management Support 40Ik Plan-267$2,690,616$275,607$1,032iApproximate average salary by contribution assumption: employee only about $25,806 at 4% or $17,204 at 6%; with 50% employer match about $17,204 at 4% or $11,469 at 6%; with 100% employer match about $12,903 at 4% or $8,602 at 6%.
Frankel Family Trust Employee Benefit Plan-407---
20132334$2,732,533$278,512$834iApproximate average salary by contribution assumption: employee only about $20,847 at 4% or $13,898 at 6%; with 50% employer match about $13,898 at 4% or $9,265 at 6%; with 100% employer match about $10,423 at 4% or $6,949 at 6%.
Management Support 40Ik Plan-242$2,732,533$278,512$1,151iApproximate average salary by contribution assumption: employee only about $28,772 at 4% or $19,181 at 6%; with 50% employer match about $19,181 at 4% or $12,788 at 6%; with 100% employer match about $14,386 at 4% or $9,591 at 6%.
Frankel Family Trust Employee Benefit Plan-334---
20122334$2,149,223$220,038$659iApproximate average salary by contribution assumption: employee only about $16,470 at 4% or $10,980 at 6%; with 50% employer match about $10,980 at 4% or $7,320 at 6%; with 100% employer match about $8,235 at 4% or $5,490 at 6%.
Management Support 40Ik Plan-224$2,149,223$220,038$982iApproximate average salary by contribution assumption: employee only about $24,558 at 4% or $16,372 at 6%; with 50% employer match about $16,372 at 4% or $10,915 at 6%; with 100% employer match about $12,279 at 4% or $8,186 at 6%.
Frankel Family Trust Employee Benefit Plan-334---
20112334$1,838,793$216,259$647iApproximate average salary by contribution assumption: employee only about $16,187 at 4% or $10,791 at 6%; with 50% employer match about $10,791 at 4% or $7,194 at 6%; with 100% employer match about $8,094 at 4% or $5,396 at 6%.
Management Support 40Ik Plan-230$1,838,793$216,259$940iApproximate average salary by contribution assumption: employee only about $23,506 at 4% or $15,671 at 6%; with 50% employer match about $15,671 at 4% or $10,447 at 6%; with 100% employer match about $11,753 at 4% or $7,835 at 6%.
Frankel Family Trust Employee Benefit Plan-334---
20102334$1,811,795$228,956$685iApproximate average salary by contribution assumption: employee only about $17,137 at 4% or $11,425 at 6%; with 50% employer match about $11,425 at 4% or $7,617 at 6%; with 100% employer match about $8,569 at 4% or $5,712 at 6%.
Management Support 40Ik Plan-245$1,811,795$228,956$935iApproximate average salary by contribution assumption: employee only about $23,363 at 4% or $15,575 at 6%; with 50% employer match about $15,575 at 4% or $10,383 at 6%; with 100% employer match about $11,681 at 4% or $7,788 at 6%.
Frankel Family Trust Employee Benefit Plan-334---
20092334$1,549,738$275,459$825iApproximate average salary by contribution assumption: employee only about $20,618 at 4% or $13,745 at 6%; with 50% employer match about $13,745 at 4% or $9,164 at 6%; with 100% employer match about $10,309 at 4% or $6,873 at 6%.
Management Support 40Ik Plan-244$1,549,738$275,459$1,129iApproximate average salary by contribution assumption: employee only about $28,223 at 4% or $18,816 at 6%; with 50% employer match about $18,816 at 4% or $12,544 at 6%; with 100% employer match about $14,112 at 4% or $9,408 at 6%.
Frankel Family Trust Employee Benefit Plan-334---
20081232$1,098,016$321,556$1,386iApproximate average salary by contribution assumption: employee only about $34,650 at 4% or $23,100 at 6%; with 50% employer match about $23,100 at 4% or $15,400 at 6%; with 100% employer match about $17,325 at 4% or $11,550 at 6%.
Management Support 40Ik Plan-232$1,098,016$321,556$1,386iApproximate average salary by contribution assumption: employee only about $34,650 at 4% or $23,100 at 6%; with 50% employer match about $23,100 at 4% or $15,400 at 6%; with 100% employer match about $17,325 at 4% or $11,550 at 6%.
20072224$1,339,596$264,872$1,182iApproximate average salary by contribution assumption: employee only about $29,562 at 4% or $19,708 at 6%; with 50% employer match about $19,708 at 4% or $13,138 at 6%; with 100% employer match about $14,781 at 4% or $9,854 at 6%.
Management Support 40Ik Plan-224$1,339,596$264,872$1,182iApproximate average salary by contribution assumption: employee only about $29,562 at 4% or $19,708 at 6%; with 50% employer match about $19,708 at 4% or $13,138 at 6%; with 100% employer match about $14,781 at 4% or $9,854 at 6%.
Frankel Family Trust Employee Benefit Plan-156---
20062191$1,143,000$241,439$1,264iApproximate average salary by contribution assumption: employee only about $31,602 at 4% or $21,068 at 6%; with 50% employer match about $21,068 at 4% or $14,045 at 6%; with 100% employer match about $15,801 at 4% or $10,534 at 6%.
Management Support 40Ik Plan-191$1,143,000$241,439$1,264iApproximate average salary by contribution assumption: employee only about $31,602 at 4% or $21,068 at 6%; with 50% employer match about $21,068 at 4% or $14,045 at 6%; with 100% employer match about $15,801 at 4% or $10,534 at 6%.
Frankel Family Trust Employee Benefit Plan-151---
20052195$886,476$172,168$883iApproximate average salary by contribution assumption: employee only about $22,073 at 4% or $14,715 at 6%; with 50% employer match about $14,715 at 4% or $9,810 at 6%; with 100% employer match about $11,036 at 4% or $7,358 at 6%.
Management Support 40Ik Plan-195$886,476$172,168$883iApproximate average salary by contribution assumption: employee only about $22,073 at 4% or $14,715 at 6%; with 50% employer match about $14,715 at 4% or $9,810 at 6%; with 100% employer match about $11,036 at 4% or $7,358 at 6%.
Frankel Family Trust Employee Benefit Plan-165---
20042171$729,511$165,415$967iApproximate average salary by contribution assumption: employee only about $24,183 at 4% or $16,122 at 6%; with 50% employer match about $16,122 at 4% or $10,748 at 6%; with 100% employer match about $12,092 at 4% or $8,061 at 6%.
Management Support 40Ik Plan-171$729,511$165,415$967iApproximate average salary by contribution assumption: employee only about $24,183 at 4% or $16,122 at 6%; with 50% employer match about $16,122 at 4% or $10,748 at 6%; with 100% employer match about $12,092 at 4% or $8,061 at 6%.
Frankel Family Trust Employee Benefit Plan-151---
20032171$650,760$170,702$998iApproximate average salary by contribution assumption: employee only about $24,956 at 4% or $16,638 at 6%; with 50% employer match about $16,638 at 4% or $11,092 at 6%; with 100% employer match about $12,478 at 4% or $8,319 at 6%.
Management Support 40Ik Plan-171$650,760$170,702$998iApproximate average salary by contribution assumption: employee only about $24,956 at 4% or $16,638 at 6%; with 50% employer match about $16,638 at 4% or $11,092 at 6%; with 100% employer match about $12,478 at 4% or $8,319 at 6%.
Frankel Family Trust Employee Benefit Plan-147---
20022142$465,826$205,118$1,444iApproximate average salary by contribution assumption: employee only about $36,112 at 4% or $24,075 at 6%; with 50% employer match about $24,075 at 4% or $16,050 at 6%; with 100% employer match about $18,056 at 4% or $12,037 at 6%.
Management Support 40Ik Plan-142$465,826$205,118$1,444iApproximate average salary by contribution assumption: employee only about $36,112 at 4% or $24,075 at 6%; with 50% employer match about $24,075 at 4% or $16,050 at 6%; with 100% employer match about $18,056 at 4% or $12,037 at 6%.
Frankel Family Trust Employee Benefit Plan-136---
20012144$368,782$194,819$1,353iApproximate average salary by contribution assumption: employee only about $33,823 at 4% or $22,548 at 6%; with 50% employer match about $22,548 at 4% or $15,032 at 6%; with 100% employer match about $16,911 at 4% or $11,274 at 6%.
Management Support 40Ik Plan-125$368,782$194,819$1,559iApproximate average salary by contribution assumption: employee only about $38,964 at 4% or $25,976 at 6%; with 50% employer match about $25,976 at 4% or $17,317 at 6%; with 100% employer match about $19,482 at 4% or $12,988 at 6%.
Frankel Family Trust Employee Benefit Plan-144---
20001125$244,495$181,523$1,452iApproximate average salary by contribution assumption: employee only about $36,305 at 4% or $24,203 at 6%; with 50% employer match about $24,203 at 4% or $16,135 at 6%; with 100% employer match about $18,152 at 4% or $12,102 at 6%.
Management Support 40Ik Plan-125$244,495$181,523$1,452iApproximate average salary by contribution assumption: employee only about $36,305 at 4% or $24,203 at 6%; with 50% employer match about $24,203 at 4% or $16,135 at 6%; with 100% employer match about $18,152 at 4% or $12,102 at 6%.
1999196$111,101$98,066$1,022iApproximate average salary by contribution assumption: employee only about $25,538 at 4% or $17,025 at 6%; with 50% employer match about $17,025 at 4% or $11,350 at 6%; with 100% employer match about $12,769 at 4% or $8,513 at 6%.
Management Support 40Ik Plan-96$111,101$98,066$1,022iApproximate average salary by contribution assumption: employee only about $25,538 at 4% or $17,025 at 6%; with 50% employer match about $17,025 at 4% or $11,350 at 6%; with 100% employer match about $12,769 at 4% or $8,513 at 6%.