Civic Intelligence

ADVANCE INHERITANCE, LLC

Plan context: ADVANCE INHERITANCE, LLC 401(K) PLAN

EIN 20-1915051 • Canoga Park, CA • 10 filings • 1 plans

7301 Topanga Canyon Blvd, Ste 202Canoga Park, CA 91303
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$902,580

2025 Contributions

$73,113

Historical Graphs

Total Assets Over Time

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

$902,580$451,290$0201620212025YearValue
$902,580Latest year 2025

Participants Over Time

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

420201620212025YearValue
4Latest year 2025

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
202514$902,580$73,113$18,278iApproximate average salary by contribution assumption: employee only about $456,956 at 4% or $304,638 at 6%; with 50% employer match about $304,638 at 4% or $203,092 at 6%; with 100% employer match about $228,478 at 4% or $152,319 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$902,580$73,113$18,278iApproximate average salary by contribution assumption: employee only about $456,956 at 4% or $304,638 at 6%; with 50% employer match about $304,638 at 4% or $203,092 at 6%; with 100% employer match about $228,478 at 4% or $152,319 at 6%.
202414$694,407$71,924$17,981iApproximate average salary by contribution assumption: employee only about $449,525 at 4% or $299,683 at 6%; with 50% employer match about $299,683 at 4% or $199,789 at 6%; with 100% employer match about $224,763 at 4% or $149,842 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$694,407$71,924$17,981iApproximate average salary by contribution assumption: employee only about $449,525 at 4% or $299,683 at 6%; with 50% employer match about $299,683 at 4% or $199,789 at 6%; with 100% employer match about $224,763 at 4% or $149,842 at 6%.
202314$506,114$71,455$17,864iApproximate average salary by contribution assumption: employee only about $446,594 at 4% or $297,729 at 6%; with 50% employer match about $297,729 at 4% or $198,486 at 6%; with 100% employer match about $223,297 at 4% or $148,865 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$506,114$71,455$17,864iApproximate average salary by contribution assumption: employee only about $446,594 at 4% or $297,729 at 6%; with 50% employer match about $297,729 at 4% or $198,486 at 6%; with 100% employer match about $223,297 at 4% or $148,865 at 6%.
202214$338,970$64,067$16,017iApproximate average salary by contribution assumption: employee only about $400,419 at 4% or $266,946 at 6%; with 50% employer match about $266,946 at 4% or $177,964 at 6%; with 100% employer match about $200,209 at 4% or $133,473 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$338,970$64,067$16,017iApproximate average salary by contribution assumption: employee only about $400,419 at 4% or $266,946 at 6%; with 50% employer match about $266,946 at 4% or $177,964 at 6%; with 100% employer match about $200,209 at 4% or $133,473 at 6%.
202114$370,537$66,308$16,577iApproximate average salary by contribution assumption: employee only about $414,425 at 4% or $276,283 at 6%; with 50% employer match about $276,283 at 4% or $184,189 at 6%; with 100% employer match about $207,213 at 4% or $138,142 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$370,537$66,308$16,577iApproximate average salary by contribution assumption: employee only about $414,425 at 4% or $276,283 at 6%; with 50% employer match about $276,283 at 4% or $184,189 at 6%; with 100% employer match about $207,213 at 4% or $138,142 at 6%.
202014$257,083$42,635$10,659iApproximate average salary by contribution assumption: employee only about $266,469 at 4% or $177,646 at 6%; with 50% employer match about $177,646 at 4% or $118,431 at 6%; with 100% employer match about $133,234 at 4% or $88,823 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$257,083$42,635$10,659iApproximate average salary by contribution assumption: employee only about $266,469 at 4% or $177,646 at 6%; with 50% employer match about $177,646 at 4% or $118,431 at 6%; with 100% employer match about $133,234 at 4% or $88,823 at 6%.
201914$163,949$41,689$10,422iApproximate average salary by contribution assumption: employee only about $260,556 at 4% or $173,704 at 6%; with 50% employer match about $173,704 at 4% or $115,803 at 6%; with 100% employer match about $130,278 at 4% or $86,852 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$163,949$41,689$10,422iApproximate average salary by contribution assumption: employee only about $260,556 at 4% or $173,704 at 6%; with 50% employer match about $173,704 at 4% or $115,803 at 6%; with 100% employer match about $130,278 at 4% or $86,852 at 6%.
201814$100,226$39,800$9,950iApproximate average salary by contribution assumption: employee only about $248,750 at 4% or $165,833 at 6%; with 50% employer match about $165,833 at 4% or $110,556 at 6%; with 100% employer match about $124,375 at 4% or $82,917 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$100,226$39,800$9,950iApproximate average salary by contribution assumption: employee only about $248,750 at 4% or $165,833 at 6%; with 50% employer match about $165,833 at 4% or $110,556 at 6%; with 100% employer match about $124,375 at 4% or $82,917 at 6%.
201714$64,745$32,899$8,225iApproximate average salary by contribution assumption: employee only about $205,619 at 4% or $137,079 at 6%; with 50% employer match about $137,079 at 4% or $91,386 at 6%; with 100% employer match about $102,809 at 4% or $68,540 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$64,745$32,899$8,225iApproximate average salary by contribution assumption: employee only about $205,619 at 4% or $137,079 at 6%; with 50% employer match about $137,079 at 4% or $91,386 at 6%; with 100% employer match about $102,809 at 4% or $68,540 at 6%.
201614$25,644$25,008$6,252iApproximate average salary by contribution assumption: employee only about $156,300 at 4% or $104,200 at 6%; with 50% employer match about $104,200 at 4% or $69,467 at 6%; with 100% employer match about $78,150 at 4% or $52,100 at 6%.
ADVANCE INHERITANCE, LLC 401(K) PLAN-4$25,644$25,008$6,252iApproximate average salary by contribution assumption: employee only about $156,300 at 4% or $104,200 at 6%; with 50% employer match about $104,200 at 4% or $69,467 at 6%; with 100% employer match about $78,150 at 4% or $52,100 at 6%.