Civic Intelligence

CML Wealth Management

Plan context: CML Wealth Management 401(K) Profit Sharing Plan

EIN 20-2134906 • Brea, CA • 14 filings • 2 plans

135 South State College Blvd.Suite 125Brea, CA 92821
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$963,085

2021 Contributions

$81,362

Historical Graphs

Total Assets Over Time

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

$1,140,856$570,428$0200820142020YearValue
$963,085Latest year 2020

Participants Over Time

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

320200820142020YearValue
3Latest year 2020

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
202110$0$0-
CML Wealth Management 401(K) Profit Sharing Plan-0$0--
202013$963,085$81,362$27,121iApproximate average salary by contribution assumption: employee only about $678,017 at 4% or $452,011 at 6%; with 50% employer match about $452,011 at 4% or $301,341 at 6%; with 100% employer match about $339,008 at 4% or $226,006 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$963,085$81,362$27,121iApproximate average salary by contribution assumption: employee only about $678,017 at 4% or $452,011 at 6%; with 50% employer match about $452,011 at 4% or $301,341 at 6%; with 100% employer match about $339,008 at 4% or $226,006 at 6%.
201913$1,140,856$80,341$26,780iApproximate average salary by contribution assumption: employee only about $669,508 at 4% or $446,339 at 6%; with 50% employer match about $446,339 at 4% or $297,559 at 6%; with 100% employer match about $334,754 at 4% or $223,169 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$1,140,856$80,341$26,780iApproximate average salary by contribution assumption: employee only about $669,508 at 4% or $446,339 at 6%; with 50% employer match about $446,339 at 4% or $297,559 at 6%; with 100% employer match about $334,754 at 4% or $223,169 at 6%.
201813$801,767$71,753$23,918iApproximate average salary by contribution assumption: employee only about $597,942 at 4% or $398,628 at 6%; with 50% employer match about $398,628 at 4% or $265,752 at 6%; with 100% employer match about $298,971 at 4% or $199,314 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$801,767$71,753$23,918iApproximate average salary by contribution assumption: employee only about $597,942 at 4% or $398,628 at 6%; with 50% employer match about $398,628 at 4% or $265,752 at 6%; with 100% employer match about $298,971 at 4% or $199,314 at 6%.
201713$862,973$65,560$21,853iApproximate average salary by contribution assumption: employee only about $546,333 at 4% or $364,222 at 6%; with 50% employer match about $364,222 at 4% or $242,815 at 6%; with 100% employer match about $273,167 at 4% or $182,111 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$862,973$65,560$21,853iApproximate average salary by contribution assumption: employee only about $546,333 at 4% or $364,222 at 6%; with 50% employer match about $364,222 at 4% or $242,815 at 6%; with 100% employer match about $273,167 at 4% or $182,111 at 6%.
201613$547,019$50,204$16,735iApproximate average salary by contribution assumption: employee only about $418,367 at 4% or $278,911 at 6%; with 50% employer match about $278,911 at 4% or $185,941 at 6%; with 100% employer match about $209,183 at 4% or $139,456 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$547,019$50,204$16,735iApproximate average salary by contribution assumption: employee only about $418,367 at 4% or $278,911 at 6%; with 50% employer match about $278,911 at 4% or $185,941 at 6%; with 100% employer match about $209,183 at 4% or $139,456 at 6%.
201513$453,556$49,502$16,501iApproximate average salary by contribution assumption: employee only about $412,517 at 4% or $275,011 at 6%; with 50% employer match about $275,011 at 4% or $183,341 at 6%; with 100% employer match about $206,258 at 4% or $137,506 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$453,556$49,502$16,501iApproximate average salary by contribution assumption: employee only about $412,517 at 4% or $275,011 at 6%; with 50% employer match about $275,011 at 4% or $183,341 at 6%; with 100% employer match about $206,258 at 4% or $137,506 at 6%.
201413$388,067$51,312$17,104iApproximate average salary by contribution assumption: employee only about $427,600 at 4% or $285,067 at 6%; with 50% employer match about $285,067 at 4% or $190,044 at 6%; with 100% employer match about $213,800 at 4% or $142,533 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$388,067$51,312$17,104iApproximate average salary by contribution assumption: employee only about $427,600 at 4% or $285,067 at 6%; with 50% employer match about $285,067 at 4% or $190,044 at 6%; with 100% employer match about $213,800 at 4% or $142,533 at 6%.
201313$293,322$41,170$13,723iApproximate average salary by contribution assumption: employee only about $343,083 at 4% or $228,722 at 6%; with 50% employer match about $228,722 at 4% or $152,481 at 6%; with 100% employer match about $171,542 at 4% or $114,361 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$293,322$41,170$13,723iApproximate average salary by contribution assumption: employee only about $343,083 at 4% or $228,722 at 6%; with 50% employer match about $228,722 at 4% or $152,481 at 6%; with 100% employer match about $171,542 at 4% or $114,361 at 6%.
201213$223,460$36,808$12,269iApproximate average salary by contribution assumption: employee only about $306,733 at 4% or $204,489 at 6%; with 50% employer match about $204,489 at 4% or $136,326 at 6%; with 100% employer match about $153,367 at 4% or $102,244 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$223,460$36,808$12,269iApproximate average salary by contribution assumption: employee only about $306,733 at 4% or $204,489 at 6%; with 50% employer match about $204,489 at 4% or $136,326 at 6%; with 100% employer match about $153,367 at 4% or $102,244 at 6%.
201113$156,305$22,125$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$156,305$22,125$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
201013$149,172$45,788$15,263iApproximate average salary by contribution assumption: employee only about $381,567 at 4% or $254,378 at 6%; with 50% employer match about $254,378 at 4% or $169,585 at 6%; with 100% employer match about $190,783 at 4% or $127,189 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-3$149,172$45,788$15,263iApproximate average salary by contribution assumption: employee only about $381,567 at 4% or $254,378 at 6%; with 50% employer match about $254,378 at 4% or $169,585 at 6%; with 100% employer match about $190,783 at 4% or $127,189 at 6%.
200912$88,077$42,290$21,145iApproximate average salary by contribution assumption: employee only about $528,625 at 4% or $352,417 at 6%; with 50% employer match about $352,417 at 4% or $234,944 at 6%; with 100% employer match about $264,313 at 4% or $176,208 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-2$88,077$42,290$21,145iApproximate average salary by contribution assumption: employee only about $528,625 at 4% or $352,417 at 6%; with 50% employer match about $352,417 at 4% or $234,944 at 6%; with 100% employer match about $264,313 at 4% or $176,208 at 6%.
200812$26,979$29,306$14,653iApproximate average salary by contribution assumption: employee only about $366,325 at 4% or $244,217 at 6%; with 50% employer match about $244,217 at 4% or $162,811 at 6%; with 100% employer match about $183,163 at 4% or $122,108 at 6%.
CML Wealth Management 401(K) Profit Sharing Plan-2$26,979$29,306$14,653iApproximate average salary by contribution assumption: employee only about $366,325 at 4% or $244,217 at 6%; with 50% employer match about $244,217 at 4% or $162,811 at 6%; with 100% employer match about $183,163 at 4% or $122,108 at 6%.