Civic Intelligence

Loreeng Inc.

Plan context: Wealthwise Financial Cash Balance Plan

EIN 20-2213327 • Irvine, CA • 24 filings • 2 plans

9070 Irvine Center Drive, Suite 230Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,128,603

2024 Contributions

$208,475

Historical Graphs

Total Assets Over Time

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

$4,128,603$2,064,302$0201320192024YearValue
$4,128,603Latest year 2024

Participants Over Time

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

740201320192024YearValue
4Latest year 2024

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
202424$4,128,603$208,475$52,119iApproximate average salary by contribution assumption: employee only about $1,302,969 at 4% or $868,646 at 6%; with 50% employer match about $868,646 at 4% or $579,097 at 6%; with 100% employer match about $651,484 at 4% or $434,323 at 6%.
Wealthwise Financial Cash Balance Plan-3$2,718,258$100,000$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%.
Wealthwise Financial 401(K) Plan-4$1,410,345$108,475$27,119iApproximate average salary by contribution assumption: employee only about $677,969 at 4% or $451,979 at 6%; with 50% employer match about $451,979 at 4% or $301,319 at 6%; with 100% employer match about $338,984 at 4% or $225,990 at 6%.
202323$3,593,415$303,456$101,152iApproximate average salary by contribution assumption: employee only about $2,528,800 at 4% or $1,685,867 at 6%; with 50% employer match about $1,685,867 at 4% or $1,123,911 at 6%; with 100% employer match about $1,264,400 at 4% or $842,933 at 6%.
Wealthwise Financial Cash Balance Plan-3$2,391,215$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Wealthwise Financial 401(K) Plan-3$1,202,200$103,456$34,485iApproximate average salary by contribution assumption: employee only about $862,133 at 4% or $574,756 at 6%; with 50% employer match about $574,756 at 4% or $383,170 at 6%; with 100% employer match about $431,067 at 4% or $287,378 at 6%.
202225$2,906,610$295,305$59,061iApproximate average salary by contribution assumption: employee only about $1,476,525 at 4% or $984,350 at 6%; with 50% employer match about $984,350 at 4% or $656,233 at 6%; with 100% employer match about $738,263 at 4% or $492,175 at 6%.
Wealthwise Financial Cash Balance Plan-4$1,945,699$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wealthwise Financial 401(K) Plan-5$960,911$95,305$19,061iApproximate average salary by contribution assumption: employee only about $476,525 at 4% or $317,683 at 6%; with 50% employer match about $317,683 at 4% or $211,789 at 6%; with 100% employer match about $238,263 at 4% or $158,842 at 6%.
202125$3,067,114$339,751$67,950iApproximate average salary by contribution assumption: employee only about $1,698,755 at 4% or $1,132,503 at 6%; with 50% employer match about $1,132,503 at 4% or $755,002 at 6%; with 100% employer match about $849,378 at 4% or $566,252 at 6%.
Wealthwise Financial Cash Balance Plan-4$2,014,257$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wealthwise Financial 401(K) Plan-5$1,052,857$139,751$27,950iApproximate average salary by contribution assumption: employee only about $698,755 at 4% or $465,837 at 6%; with 50% employer match about $465,837 at 4% or $310,558 at 6%; with 100% employer match about $349,378 at 4% or $232,918 at 6%.
202025$2,431,620$238,338$47,668iApproximate average salary by contribution assumption: employee only about $1,191,690 at 4% or $794,460 at 6%; with 50% employer match about $794,460 at 4% or $529,640 at 6%; with 100% employer match about $595,845 at 4% or $397,230 at 6%.
Wealthwise Financial Cash Balance Plan-4$1,545,798$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Wealthwise Financial 401(K) Plan-5$885,822$63,338$12,668iApproximate average salary by contribution assumption: employee only about $316,690 at 4% or $211,127 at 6%; with 50% employer match about $211,127 at 4% or $140,751 at 6%; with 100% employer match about $158,345 at 4% or $105,563 at 6%.
201923$1,947,286$241,625$80,542iApproximate average salary by contribution assumption: employee only about $2,013,542 at 4% or $1,342,361 at 6%; with 50% employer match about $1,342,361 at 4% or $894,907 at 6%; with 100% employer match about $1,006,771 at 4% or $671,181 at 6%.
Wealthwise Financial Cash Balance Plan-2$1,252,345$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Wealthwise Financial 401(K) Plan-3$694,941$41,625$13,875iApproximate average salary by contribution assumption: employee only about $346,875 at 4% or $231,250 at 6%; with 50% employer match about $231,250 at 4% or $154,167 at 6%; with 100% employer match about $173,438 at 4% or $115,625 at 6%.
201823$1,463,339$236,900$78,967iApproximate average salary by contribution assumption: employee only about $1,974,167 at 4% or $1,316,111 at 6%; with 50% employer match about $1,316,111 at 4% or $877,407 at 6%; with 100% employer match about $987,083 at 4% or $658,056 at 6%.
Wealthwise Financial Cash Balance Plan-3$912,335$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Wealthwise Financial 401(K) Plan-3$551,004$26,900$8,967iApproximate average salary by contribution assumption: employee only about $224,167 at 4% or $149,444 at 6%; with 50% employer match about $149,444 at 4% or $99,630 at 6%; with 100% employer match about $112,083 at 4% or $74,722 at 6%.
201726$1,376,339$216,729$36,122iApproximate average salary by contribution assumption: employee only about $903,038 at 4% or $602,025 at 6%; with 50% employer match about $602,025 at 4% or $401,350 at 6%; with 100% employer match about $451,519 at 4% or $301,013 at 6%.
Wealthwise Financial Cash Balance Plan-5$753,517$170,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Wealthwise Financial 401(K) Plan-6$622,822$46,729$7,788iApproximate average salary by contribution assumption: employee only about $194,704 at 4% or $129,803 at 6%; with 50% employer match about $129,803 at 4% or $86,535 at 6%; with 100% employer match about $97,352 at 4% or $64,901 at 6%.
201625$1,017,956$176,801$35,360iApproximate average salary by contribution assumption: employee only about $884,005 at 4% or $589,337 at 6%; with 50% employer match about $589,337 at 4% or $392,891 at 6%; with 100% employer match about $442,002 at 4% or $294,668 at 6%.
Wealthwise Financial Cash Balance Plan-3$527,009$136,180$45,393iApproximate average salary by contribution assumption: employee only about $1,134,833 at 4% or $756,556 at 6%; with 50% employer match about $756,556 at 4% or $504,370 at 6%; with 100% employer match about $567,417 at 4% or $378,278 at 6%.
Wealthwise Financial 401(K) Plan-5$490,947$40,621$8,124iApproximate average salary by contribution assumption: employee only about $203,105 at 4% or $135,403 at 6%; with 50% employer match about $135,403 at 4% or $90,269 at 6%; with 100% employer match about $101,553 at 4% or $67,702 at 6%.
201527$803,878$164,746$23,535iApproximate average salary by contribution assumption: employee only about $588,379 at 4% or $392,252 at 6%; with 50% employer match about $392,252 at 4% or $261,502 at 6%; with 100% employer match about $294,189 at 4% or $196,126 at 6%.
Wealthwise Financial 401(K) Plan-7$423,267$64,746$9,249iApproximate average salary by contribution assumption: employee only about $231,236 at 4% or $154,157 at 6%; with 50% employer match about $154,157 at 4% or $102,771 at 6%; with 100% employer match about $115,618 at 4% or $77,079 at 6%.
Wealthwise Financial Cash Balance Plan-5$380,611$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201426$652,891$325,389$54,232iApproximate average salary by contribution assumption: employee only about $1,355,788 at 4% or $903,858 at 6%; with 50% employer match about $903,858 at 4% or $602,572 at 6%; with 100% employer match about $677,894 at 4% or $451,929 at 6%.
Wealthwise Financial 401(K) Plan-6$363,470$183,980$30,663iApproximate average salary by contribution assumption: employee only about $766,583 at 4% or $511,056 at 6%; with 50% employer match about $511,056 at 4% or $340,704 at 6%; with 100% employer match about $383,292 at 4% or $255,528 at 6%.
Wealthwise Financial Cash Balance Plan-4$289,421$141,409$35,352iApproximate average salary by contribution assumption: employee only about $883,806 at 4% or $589,204 at 6%; with 50% employer match about $589,204 at 4% or $392,803 at 6%; with 100% employer match about $441,903 at 4% or $294,602 at 6%.
201325$316,375$307,059$61,412iApproximate average salary by contribution assumption: employee only about $1,535,295 at 4% or $1,023,530 at 6%; with 50% employer match about $1,023,530 at 4% or $682,353 at 6%; with 100% employer match about $767,648 at 4% or $511,765 at 6%.
Wealthwise Financial 401(K) Plan-5$174,966$165,650$33,130iApproximate average salary by contribution assumption: employee only about $828,250 at 4% or $552,167 at 6%; with 50% employer match about $552,167 at 4% or $368,111 at 6%; with 100% employer match about $414,125 at 4% or $276,083 at 6%.
Wealthwise Financial Cash Balance Plan-4$141,409$141,409$35,352iApproximate average salary by contribution assumption: employee only about $883,806 at 4% or $589,204 at 6%; with 50% employer match about $589,204 at 4% or $392,803 at 6%; with 100% employer match about $441,903 at 4% or $294,602 at 6%.