Civic Intelligence

Erman Retirement Advisory Inc.

Plan context: Erman Retirement Advisory 401(K) Retirement Plan

EIN 20-0708282 • Seal Beach, CA • 23 filings • 2 plans

3020 Old Ranch Parkway, Suite 100Seal Beach, CA 90740
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,107,349

2024 Contributions

$5,721

Historical Graphs

Total Assets Over Time

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

$4,291,686$2,145,843$0201120172023YearValue
$4,107,349Latest year 2023

Participants Over Time

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

1160201120172023YearValue
4Latest 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
202420$0$5,721-
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
Erman Retirement Advisory 401(K) Retirement Plan-0$0$5,721-
202324$4,107,349$63,010$15,753iApproximate average salary by contribution assumption: employee only about $393,813 at 4% or $262,542 at 6%; with 50% employer match about $262,542 at 4% or $175,028 at 6%; with 100% employer match about $196,906 at 4% or $131,271 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-4$2,491,345$63,010$15,753iApproximate average salary by contribution assumption: employee only about $393,813 at 4% or $262,542 at 6%; with 50% employer match about $262,542 at 4% or $175,028 at 6%; with 100% employer match about $196,906 at 4% or $131,271 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-4$1,616,004$0-
2022210$3,606,511$204,357$20,436iApproximate average salary by contribution assumption: employee only about $510,893 at 4% or $340,595 at 6%; with 50% employer match about $340,595 at 4% or $227,063 at 6%; with 100% employer match about $255,446 at 4% or $170,298 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-10$2,107,533$132,546$13,255iApproximate average salary by contribution assumption: employee only about $331,365 at 4% or $220,910 at 6%; with 50% employer match about $220,910 at 4% or $147,273 at 6%; with 100% employer match about $165,683 at 4% or $110,455 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-5$1,498,978$71,811$14,362iApproximate average salary by contribution assumption: employee only about $359,055 at 4% or $239,370 at 6%; with 50% employer match about $239,370 at 4% or $159,580 at 6%; with 100% employer match about $179,528 at 4% or $119,685 at 6%.
202129$4,291,686$359,802$39,978iApproximate average salary by contribution assumption: employee only about $999,450 at 4% or $666,300 at 6%; with 50% employer match about $666,300 at 4% or $444,200 at 6%; with 100% employer match about $499,725 at 4% or $333,150 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-9$2,629,003$117,502$13,056iApproximate average salary by contribution assumption: employee only about $326,394 at 4% or $217,596 at 6%; with 50% employer match about $217,596 at 4% or $145,064 at 6%; with 100% employer match about $163,197 at 4% or $108,798 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-7$1,662,683$242,300$34,614iApproximate average salary by contribution assumption: employee only about $865,357 at 4% or $576,905 at 6%; with 50% employer match about $576,905 at 4% or $384,603 at 6%; with 100% employer match about $432,679 at 4% or $288,452 at 6%.
202029$3,569,286$309,644$34,405iApproximate average salary by contribution assumption: employee only about $860,122 at 4% or $573,415 at 6%; with 50% employer match about $573,415 at 4% or $382,277 at 6%; with 100% employer match about $430,061 at 4% or $286,707 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-9$2,238,768$104,644$11,627iApproximate average salary by contribution assumption: employee only about $290,678 at 4% or $193,785 at 6%; with 50% employer match about $193,785 at 4% or $129,190 at 6%; with 100% employer match about $145,339 at 4% or $96,893 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-7$1,330,518$205,000$29,286iApproximate average salary by contribution assumption: employee only about $732,143 at 4% or $488,095 at 6%; with 50% employer match about $488,095 at 4% or $325,397 at 6%; with 100% employer match about $366,071 at 4% or $244,048 at 6%.
2019211$2,760,388$294,178$26,743iApproximate average salary by contribution assumption: employee only about $668,586 at 4% or $445,724 at 6%; with 50% employer match about $445,724 at 4% or $297,149 at 6%; with 100% employer match about $334,293 at 4% or $222,862 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-11$1,747,157$94,178$8,562iApproximate average salary by contribution assumption: employee only about $214,041 at 4% or $142,694 at 6%; with 50% employer match about $142,694 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,347 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-6$1,013,231$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201829$2,121,556$492,047$54,672iApproximate average salary by contribution assumption: employee only about $1,366,797 at 4% or $911,198 at 6%; with 50% employer match about $911,198 at 4% or $607,465 at 6%; with 100% employer match about $683,399 at 4% or $455,599 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-9$1,399,466$156,447$17,383iApproximate average salary by contribution assumption: employee only about $434,575 at 4% or $289,717 at 6%; with 50% employer match about $289,717 at 4% or $193,144 at 6%; with 100% employer match about $217,288 at 4% or $144,858 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-5$722,090$335,600$67,120iApproximate average salary by contribution assumption: employee only about $1,678,000 at 4% or $1,118,667 at 6%; with 50% employer match about $1,118,667 at 4% or $745,778 at 6%; with 100% employer match about $839,000 at 4% or $559,333 at 6%.
201729$1,792,341$358,170$39,797iApproximate average salary by contribution assumption: employee only about $994,917 at 4% or $663,278 at 6%; with 50% employer match about $663,278 at 4% or $442,185 at 6%; with 100% employer match about $497,458 at 4% or $331,639 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-9$1,383,466$62,970$6,997iApproximate average salary by contribution assumption: employee only about $174,917 at 4% or $116,611 at 6%; with 50% employer match about $116,611 at 4% or $77,741 at 6%; with 100% employer match about $87,458 at 4% or $58,306 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-5$408,875$295,200$59,040iApproximate average salary by contribution assumption: employee only about $1,476,000 at 4% or $984,000 at 6%; with 50% employer match about $984,000 at 4% or $656,000 at 6%; with 100% employer match about $738,000 at 4% or $492,000 at 6%.
2016211$1,324,712$193,686$17,608iApproximate average salary by contribution assumption: employee only about $440,195 at 4% or $293,464 at 6%; with 50% employer match about $293,464 at 4% or $195,642 at 6%; with 100% employer match about $220,098 at 4% or $146,732 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-11$1,215,248$84,222$7,657iApproximate average salary by contribution assumption: employee only about $191,414 at 4% or $127,609 at 6%; with 50% employer match about $127,609 at 4% or $85,073 at 6%; with 100% employer match about $95,707 at 4% or $63,805 at 6%.
ERMAN RETIREMENT ADVISORY, INC. DEFINED BENEFIT PENSION PLAN-4$109,464$109,464$27,366iApproximate average salary by contribution assumption: employee only about $684,150 at 4% or $456,100 at 6%; with 50% employer match about $456,100 at 4% or $304,067 at 6%; with 100% employer match about $342,075 at 4% or $228,050 at 6%.
201519$1,069,773$84,263$9,363iApproximate average salary by contribution assumption: employee only about $234,064 at 4% or $156,043 at 6%; with 50% employer match about $156,043 at 4% or $104,028 at 6%; with 100% employer match about $117,032 at 4% or $78,021 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-9$1,069,773$84,263$9,363iApproximate average salary by contribution assumption: employee only about $234,064 at 4% or $156,043 at 6%; with 50% employer match about $156,043 at 4% or $104,028 at 6%; with 100% employer match about $117,032 at 4% or $78,021 at 6%.
201418$1,037,140$84,825$10,603iApproximate average salary by contribution assumption: employee only about $265,078 at 4% or $176,719 at 6%; with 50% employer match about $176,719 at 4% or $117,813 at 6%; with 100% employer match about $132,539 at 4% or $88,359 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-8$1,037,140$84,825$10,603iApproximate average salary by contribution assumption: employee only about $265,078 at 4% or $176,719 at 6%; with 50% employer match about $176,719 at 4% or $117,813 at 6%; with 100% employer match about $132,539 at 4% or $88,359 at 6%.
201318$1,094,192$86,602$10,825iApproximate average salary by contribution assumption: employee only about $270,631 at 4% or $180,421 at 6%; with 50% employer match about $180,421 at 4% or $120,281 at 6%; with 100% employer match about $135,316 at 4% or $90,210 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-8$1,094,192$86,602$10,825iApproximate average salary by contribution assumption: employee only about $270,631 at 4% or $180,421 at 6%; with 50% employer match about $180,421 at 4% or $120,281 at 6%; with 100% employer match about $135,316 at 4% or $90,210 at 6%.
201217$791,611$86,031$12,290iApproximate average salary by contribution assumption: employee only about $307,254 at 4% or $204,836 at 6%; with 50% employer match about $204,836 at 4% or $136,557 at 6%; with 100% employer match about $153,627 at 4% or $102,418 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-7$791,611$86,031$12,290iApproximate average salary by contribution assumption: employee only about $307,254 at 4% or $204,836 at 6%; with 50% employer match about $204,836 at 4% or $136,557 at 6%; with 100% employer match about $153,627 at 4% or $102,418 at 6%.
201115$600,414$59,914$11,983iApproximate average salary by contribution assumption: employee only about $299,570 at 4% or $199,713 at 6%; with 50% employer match about $199,713 at 4% or $133,142 at 6%; with 100% employer match about $149,785 at 4% or $99,857 at 6%.
Erman Retirement Advisory 401(K) Retirement Plan-5$600,414$59,914$11,983iApproximate average salary by contribution assumption: employee only about $299,570 at 4% or $199,713 at 6%; with 50% employer match about $199,713 at 4% or $133,142 at 6%; with 100% employer match about $149,785 at 4% or $99,857 at 6%.