Civic Intelligence

Sierra Finiancial Advisory

Plan context: Sierra Financial Advisory 401 (K)

EIN 20-0929934 • Nevada City, CA • 10 filings • 1 plans

202 Providence Mine Rd Ste 202Nevada City, CA 95959-2946
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,746,235

2022 Contributions

$79,703

Historical Graphs

Total Assets Over Time

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

$1,746,235$873,118$0201320172021YearValue
$1,746,235Latest year 2021

Participants Over Time

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

320201320172021YearValue
3Latest year 2021

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
202210$0$79,703-
Sierra Financial Advisory 401 (K)-0-$79,703-
202113$1,746,235$85,858$28,619iApproximate average salary by contribution assumption: employee only about $715,483 at 4% or $476,989 at 6%; with 50% employer match about $476,989 at 4% or $317,993 at 6%; with 100% employer match about $357,742 at 4% or $238,494 at 6%.
Sierra Financial Advisory 401 (K)-3$1,746,235$85,858$28,619iApproximate average salary by contribution assumption: employee only about $715,483 at 4% or $476,989 at 6%; with 50% employer match about $476,989 at 4% or $317,993 at 6%; with 100% employer match about $357,742 at 4% or $238,494 at 6%.
202013$1,426,568$72,792$24,264iApproximate average salary by contribution assumption: employee only about $606,600 at 4% or $404,400 at 6%; with 50% employer match about $404,400 at 4% or $269,600 at 6%; with 100% employer match about $303,300 at 4% or $202,200 at 6%.
Sierra Financial Advisory 401 (K)-3$1,426,568$72,792$24,264iApproximate average salary by contribution assumption: employee only about $606,600 at 4% or $404,400 at 6%; with 50% employer match about $404,400 at 4% or $269,600 at 6%; with 100% employer match about $303,300 at 4% or $202,200 at 6%.
201913$1,297,356$67,005$22,335iApproximate average salary by contribution assumption: employee only about $558,375 at 4% or $372,250 at 6%; with 50% employer match about $372,250 at 4% or $248,167 at 6%; with 100% employer match about $279,188 at 4% or $186,125 at 6%.
Sierra Financial Advisory 401 (K)-3$1,297,356$67,005$22,335iApproximate average salary by contribution assumption: employee only about $558,375 at 4% or $372,250 at 6%; with 50% employer match about $372,250 at 4% or $248,167 at 6%; with 100% employer match about $279,188 at 4% or $186,125 at 6%.
201812$1,116,340$41,393$20,697iApproximate average salary by contribution assumption: employee only about $517,413 at 4% or $344,942 at 6%; with 50% employer match about $344,942 at 4% or $229,961 at 6%; with 100% employer match about $258,706 at 4% or $172,471 at 6%.
Sierra Financial Advisory 401 (K)-2$1,116,340$41,393$20,697iApproximate average salary by contribution assumption: employee only about $517,413 at 4% or $344,942 at 6%; with 50% employer match about $344,942 at 4% or $229,961 at 6%; with 100% employer match about $258,706 at 4% or $172,471 at 6%.
201712$1,140,872$40,597$20,299iApproximate average salary by contribution assumption: employee only about $507,463 at 4% or $338,308 at 6%; with 50% employer match about $338,308 at 4% or $225,539 at 6%; with 100% employer match about $253,731 at 4% or $169,154 at 6%.
Sierra Financial Advisory 401 (K)-2$1,140,872$40,597$20,299iApproximate average salary by contribution assumption: employee only about $507,463 at 4% or $338,308 at 6%; with 50% employer match about $338,308 at 4% or $225,539 at 6%; with 100% employer match about $253,731 at 4% or $169,154 at 6%.
201612$912,281$40,324$20,162iApproximate average salary by contribution assumption: employee only about $504,050 at 4% or $336,033 at 6%; with 50% employer match about $336,033 at 4% or $224,022 at 6%; with 100% employer match about $252,025 at 4% or $168,017 at 6%.
Sierra Financial Advisory 401 (K)-2$912,281$40,324$20,162iApproximate average salary by contribution assumption: employee only about $504,050 at 4% or $336,033 at 6%; with 50% employer match about $336,033 at 4% or $224,022 at 6%; with 100% employer match about $252,025 at 4% or $168,017 at 6%.
201512$816,232$11,490$5,745iApproximate average salary by contribution assumption: employee only about $143,625 at 4% or $95,750 at 6%; with 50% employer match about $95,750 at 4% or $63,833 at 6%; with 100% employer match about $71,813 at 4% or $47,875 at 6%.
Sierra Financial Advisory 401 (K)-2$816,232$11,490$5,745iApproximate average salary by contribution assumption: employee only about $143,625 at 4% or $95,750 at 6%; with 50% employer match about $95,750 at 4% or $63,833 at 6%; with 100% employer match about $71,813 at 4% or $47,875 at 6%.
201412$804,743$58,775$29,388iApproximate average salary by contribution assumption: employee only about $734,688 at 4% or $489,792 at 6%; with 50% employer match about $489,792 at 4% or $326,528 at 6%; with 100% employer match about $367,344 at 4% or $244,896 at 6%.
Sierra Financial Advisory 401 (K)-2$804,743$58,775$29,388iApproximate average salary by contribution assumption: employee only about $734,688 at 4% or $489,792 at 6%; with 50% employer match about $489,792 at 4% or $326,528 at 6%; with 100% employer match about $367,344 at 4% or $244,896 at 6%.
201312$698,904$36,188$18,094iApproximate average salary by contribution assumption: employee only about $452,350 at 4% or $301,567 at 6%; with 50% employer match about $301,567 at 4% or $201,044 at 6%; with 100% employer match about $226,175 at 4% or $150,783 at 6%.
Sierra Financial Advisory 401 (K)-2$698,904$36,188$18,094iApproximate average salary by contribution assumption: employee only about $452,350 at 4% or $301,567 at 6%; with 50% employer match about $301,567 at 4% or $201,044 at 6%; with 100% employer match about $226,175 at 4% or $150,783 at 6%.