Civic Intelligence

Acacia Wealth Advisors LLC

Plan context: Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust

EIN 04-3812272 • Beverly Hills, CA • 11 filings • 4 plans

245 S Beverly DrBeverly Hills, CA 90212-3807
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,159,917

2016 Contributions

$77,671

Historical Graphs

Total Assets Over Time

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

$1,159,917$579,959$0200620112015YearValue
$1,159,917Latest year 2015

Participants Over Time

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

530200620112015YearValue
4Latest year 2015

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
201610$0$77,671-
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-0$0$77,671-
201514$1,159,917$148,682$37,171iApproximate average salary by contribution assumption: employee only about $929,263 at 4% or $619,508 at 6%; with 50% employer match about $619,508 at 4% or $413,006 at 6%; with 100% employer match about $464,631 at 4% or $309,754 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$1,159,917$148,682$37,171iApproximate average salary by contribution assumption: employee only about $929,263 at 4% or $619,508 at 6%; with 50% employer match about $619,508 at 4% or $413,006 at 6%; with 100% employer match about $464,631 at 4% or $309,754 at 6%.
201414$1,007,156$95,722$23,931iApproximate average salary by contribution assumption: employee only about $598,263 at 4% or $398,842 at 6%; with 50% employer match about $398,842 at 4% or $265,894 at 6%; with 100% employer match about $299,131 at 4% or $199,421 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$1,007,156$95,722$23,931iApproximate average salary by contribution assumption: employee only about $598,263 at 4% or $398,842 at 6%; with 50% employer match about $398,842 at 4% or $265,894 at 6%; with 100% employer match about $299,131 at 4% or $199,421 at 6%.
201314$880,773$101,453$25,363iApproximate average salary by contribution assumption: employee only about $634,081 at 4% or $422,721 at 6%; with 50% employer match about $422,721 at 4% or $281,814 at 6%; with 100% employer match about $317,041 at 4% or $211,360 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$880,773$101,453$25,363iApproximate average salary by contribution assumption: employee only about $634,081 at 4% or $422,721 at 6%; with 50% employer match about $422,721 at 4% or $281,814 at 6%; with 100% employer match about $317,041 at 4% or $211,360 at 6%.
201214$618,030$85,874$21,469iApproximate average salary by contribution assumption: employee only about $536,713 at 4% or $357,808 at 6%; with 50% employer match about $357,808 at 4% or $238,539 at 6%; with 100% employer match about $268,356 at 4% or $178,904 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$618,030$85,874$21,469iApproximate average salary by contribution assumption: employee only about $536,713 at 4% or $357,808 at 6%; with 50% employer match about $357,808 at 4% or $238,539 at 6%; with 100% employer match about $268,356 at 4% or $178,904 at 6%.
201114$462,553$97,960$24,490iApproximate average salary by contribution assumption: employee only about $612,250 at 4% or $408,167 at 6%; with 50% employer match about $408,167 at 4% or $272,111 at 6%; with 100% employer match about $306,125 at 4% or $204,083 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$462,553$97,960$24,490iApproximate average salary by contribution assumption: employee only about $612,250 at 4% or $408,167 at 6%; with 50% employer match about $408,167 at 4% or $272,111 at 6%; with 100% employer match about $306,125 at 4% or $204,083 at 6%.
201014$403,639$86,534$21,634iApproximate average salary by contribution assumption: employee only about $540,838 at 4% or $360,558 at 6%; with 50% employer match about $360,558 at 4% or $240,372 at 6%; with 100% employer match about $270,419 at 4% or $180,279 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$403,639$86,534$21,634iApproximate average salary by contribution assumption: employee only about $540,838 at 4% or $360,558 at 6%; with 50% employer match about $360,558 at 4% or $240,372 at 6%; with 100% employer match about $270,419 at 4% or $180,279 at 6%.
200914$269,816$88,278$22,070iApproximate average salary by contribution assumption: employee only about $551,738 at 4% or $367,825 at 6%; with 50% employer match about $367,825 at 4% or $245,217 at 6%; with 100% employer match about $275,869 at 4% or $183,913 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$269,816$88,278$22,070iApproximate average salary by contribution assumption: employee only about $551,738 at 4% or $367,825 at 6%; with 50% employer match about $367,825 at 4% or $245,217 at 6%; with 100% employer match about $275,869 at 4% or $183,913 at 6%.
200815$124,691$60,624$12,125iApproximate average salary by contribution assumption: employee only about $303,120 at 4% or $202,080 at 6%; with 50% employer match about $202,080 at 4% or $134,720 at 6%; with 100% employer match about $151,560 at 4% or $101,040 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-5$124,691$60,624$12,125iApproximate average salary by contribution assumption: employee only about $303,120 at 4% or $202,080 at 6%; with 50% employer match about $202,080 at 4% or $134,720 at 6%; with 100% employer match about $151,560 at 4% or $101,040 at 6%.
200713$0$0-
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-3---
200613$69,599$65,722$21,907iApproximate average salary by contribution assumption: employee only about $547,683 at 4% or $365,122 at 6%; with 50% employer match about $365,122 at 4% or $243,415 at 6%; with 100% employer match about $273,842 at 4% or $182,561 at 6%.
Acacia Wealth Advisors LLC 401 K Profit Sharing Plan Trust-3$69,599$65,722$21,907iApproximate average salary by contribution assumption: employee only about $547,683 at 4% or $365,122 at 6%; with 50% employer match about $365,122 at 4% or $243,415 at 6%; with 100% employer match about $273,842 at 4% or $182,561 at 6%.