Civic Intelligence

Sorrento Pacific Financial LLC

Plan context: Sorrento Pacific Financial LLC. 401 K Plan

EIN 04-3746212 • San Diego, CA • 19 filings • 3 plans

10150 Meanley Dr1st FloorSan Diego, CA 92131
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$277,324

2024 Contributions

$528,332

Historical Graphs

Total Assets Over Time

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

$615,525$307,763$0200520152023YearValue
$277,324Latest year 2023

Participants Over Time

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

26130200520152023YearValue
13Latest year 2023

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
202410$0$528,332-
Sorrento Pacific Financial LLC. 401 K Plan-0$0$528,332-
2023113$277,324$0-
Sorrento Pacific Financial LLC. 401 K Plan-13$277,324--
2022113$236,588$0-
Sorrento Pacific Financial LLC. 401 K Plan-13$236,588--
2021115$408,808$0-
Sorrento Pacific Financial LLC. 401 K Plan-15$408,808--
2020117$356,820$0-
Sorrento Pacific Financial LLC. 401 K Plan-17$356,820--
2019118$480,858$0-
Sorrento Pacific Financial LLC. 401 K Plan-18$480,858--
2018122$436,753$0-
Sorrento Pacific Financial LLC. 401 K Plan-22$436,753--
2017126$615,525$152,300$5,858iApproximate average salary by contribution assumption: employee only about $146,442 at 4% or $97,628 at 6%; with 50% employer match about $97,628 at 4% or $65,085 at 6%; with 100% employer match about $73,221 at 4% or $48,814 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-26$615,525$152,300$5,858iApproximate average salary by contribution assumption: employee only about $146,442 at 4% or $97,628 at 6%; with 50% employer match about $97,628 at 4% or $65,085 at 6%; with 100% employer match about $73,221 at 4% or $48,814 at 6%.
2016124$377,692$128,279$5,345iApproximate average salary by contribution assumption: employee only about $133,624 at 4% or $89,083 at 6%; with 50% employer match about $89,083 at 4% or $59,388 at 6%; with 100% employer match about $66,812 at 4% or $44,541 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-24$377,692$128,279$5,345iApproximate average salary by contribution assumption: employee only about $133,624 at 4% or $89,083 at 6%; with 50% employer match about $89,083 at 4% or $59,388 at 6%; with 100% employer match about $66,812 at 4% or $44,541 at 6%.
2015122$282,380$138,212$6,282iApproximate average salary by contribution assumption: employee only about $157,059 at 4% or $104,706 at 6%; with 50% employer match about $104,706 at 4% or $69,804 at 6%; with 100% employer match about $78,530 at 4% or $52,353 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-22$282,380$138,212$6,282iApproximate average salary by contribution assumption: employee only about $157,059 at 4% or $104,706 at 6%; with 50% employer match about $104,706 at 4% or $69,804 at 6%; with 100% employer match about $78,530 at 4% or $52,353 at 6%.
2014122$266,215$118,417$5,383iApproximate average salary by contribution assumption: employee only about $134,565 at 4% or $89,710 at 6%; with 50% employer match about $89,710 at 4% or $59,807 at 6%; with 100% employer match about $67,282 at 4% or $44,855 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-22$266,215$118,417$5,383iApproximate average salary by contribution assumption: employee only about $134,565 at 4% or $89,710 at 6%; with 50% employer match about $89,710 at 4% or $59,807 at 6%; with 100% employer match about $67,282 at 4% or $44,855 at 6%.
2013110$140,956$42,801$4,280iApproximate average salary by contribution assumption: employee only about $107,003 at 4% or $71,335 at 6%; with 50% employer match about $71,335 at 4% or $47,557 at 6%; with 100% employer match about $53,501 at 4% or $35,668 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-10$140,956$42,801$4,280iApproximate average salary by contribution assumption: employee only about $107,003 at 4% or $71,335 at 6%; with 50% employer match about $71,335 at 4% or $47,557 at 6%; with 100% employer match about $53,501 at 4% or $35,668 at 6%.
2012110$192,024$70,436$7,044iApproximate average salary by contribution assumption: employee only about $176,090 at 4% or $117,393 at 6%; with 50% employer match about $117,393 at 4% or $78,262 at 6%; with 100% employer match about $88,045 at 4% or $58,697 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-10$192,024$70,436$7,044iApproximate average salary by contribution assumption: employee only about $176,090 at 4% or $117,393 at 6%; with 50% employer match about $117,393 at 4% or $78,262 at 6%; with 100% employer match about $88,045 at 4% or $58,697 at 6%.
2011111$195,066$60,762$5,524iApproximate average salary by contribution assumption: employee only about $138,095 at 4% or $92,064 at 6%; with 50% employer match about $92,064 at 4% or $61,376 at 6%; with 100% employer match about $69,048 at 4% or $46,032 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-11$195,066$60,762$5,524iApproximate average salary by contribution assumption: employee only about $138,095 at 4% or $92,064 at 6%; with 50% employer match about $92,064 at 4% or $61,376 at 6%; with 100% employer match about $69,048 at 4% or $46,032 at 6%.
201016$160,917$46,342$7,724iApproximate average salary by contribution assumption: employee only about $193,092 at 4% or $128,728 at 6%; with 50% employer match about $128,728 at 4% or $85,819 at 6%; with 100% employer match about $96,546 at 4% or $64,364 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-6$160,917$46,342$7,724iApproximate average salary by contribution assumption: employee only about $193,092 at 4% or $128,728 at 6%; with 50% employer match about $128,728 at 4% or $85,819 at 6%; with 100% employer match about $96,546 at 4% or $64,364 at 6%.
200913$101,517$21,344$7,115iApproximate average salary by contribution assumption: employee only about $177,867 at 4% or $118,578 at 6%; with 50% employer match about $118,578 at 4% or $79,052 at 6%; with 100% employer match about $88,933 at 4% or $59,289 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-3$101,517$21,344$7,115iApproximate average salary by contribution assumption: employee only about $177,867 at 4% or $118,578 at 6%; with 50% employer match about $118,578 at 4% or $79,052 at 6%; with 100% employer match about $88,933 at 4% or $59,289 at 6%.
200812$60,226$37,558$18,779iApproximate average salary by contribution assumption: employee only about $469,475 at 4% or $312,983 at 6%; with 50% employer match about $312,983 at 4% or $208,656 at 6%; with 100% employer match about $234,738 at 4% or $156,492 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-2$60,226$37,558$18,779iApproximate average salary by contribution assumption: employee only about $469,475 at 4% or $312,983 at 6%; with 50% employer match about $312,983 at 4% or $208,656 at 6%; with 100% employer match about $234,738 at 4% or $156,492 at 6%.
200712$47,439$14,201$7,101iApproximate average salary by contribution assumption: employee only about $177,513 at 4% or $118,342 at 6%; with 50% employer match about $118,342 at 4% or $78,894 at 6%; with 100% employer match about $88,756 at 4% or $59,171 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-2$47,439$14,201$7,101iApproximate average salary by contribution assumption: employee only about $177,513 at 4% or $118,342 at 6%; with 50% employer match about $118,342 at 4% or $78,894 at 6%; with 100% employer match about $88,756 at 4% or $59,171 at 6%.
200512$10,526$10,500$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
Sorrento Pacific Financial LLC. 401 K Plan-2$10,526$10,500$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.