Civic Intelligence

Raymond Wesley Wealth Management Group

Plan context: Raymond Wesley 401K Plan

EIN 20-3484304 • Irvine, CA • 18 filings • 2 plans

4 Venture, Suite 290Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$415,255

2024 Contributions

$61,680

Historical Graphs

Total Assets Over Time

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

$415,255$207,628$0200820162023YearValue
$415,255Latest year 2023

Participants Over Time

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

530200720152023YearValue
3Latest 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
202410$0$0-
Raymond Wesley 401K Plan-0$0--
202313$415,255$61,680$20,560iApproximate average salary by contribution assumption: employee only about $514,000 at 4% or $342,667 at 6%; with 50% employer match about $342,667 at 4% or $228,444 at 6%; with 100% employer match about $257,000 at 4% or $171,333 at 6%.
Raymond Wesley 401K Plan-3$415,255$61,680$20,560iApproximate average salary by contribution assumption: employee only about $514,000 at 4% or $342,667 at 6%; with 50% employer match about $342,667 at 4% or $228,444 at 6%; with 100% employer match about $257,000 at 4% or $171,333 at 6%.
202213$335,479$57,784$19,261iApproximate average salary by contribution assumption: employee only about $481,533 at 4% or $321,022 at 6%; with 50% employer match about $321,022 at 4% or $214,015 at 6%; with 100% employer match about $240,767 at 4% or $160,511 at 6%.
Raymond Wesley 401K Plan-3$335,479$57,784$19,261iApproximate average salary by contribution assumption: employee only about $481,533 at 4% or $321,022 at 6%; with 50% employer match about $321,022 at 4% or $214,015 at 6%; with 100% employer match about $240,767 at 4% or $160,511 at 6%.
202113$342,047$61,300$20,433iApproximate average salary by contribution assumption: employee only about $510,833 at 4% or $340,556 at 6%; with 50% employer match about $340,556 at 4% or $227,037 at 6%; with 100% employer match about $255,417 at 4% or $170,278 at 6%.
Raymond Wesley 401K Plan-3$342,047$61,300$20,433iApproximate average salary by contribution assumption: employee only about $510,833 at 4% or $340,556 at 6%; with 50% employer match about $340,556 at 4% or $227,037 at 6%; with 100% employer match about $255,417 at 4% or $170,278 at 6%.
202013$59,800$5,084$1,695iApproximate average salary by contribution assumption: employee only about $42,367 at 4% or $28,244 at 6%; with 50% employer match about $28,244 at 4% or $18,830 at 6%; with 100% employer match about $21,183 at 4% or $14,122 at 6%.
Raymond Wesley 401K Plan-3$59,800$5,084$1,695iApproximate average salary by contribution assumption: employee only about $42,367 at 4% or $28,244 at 6%; with 50% employer match about $28,244 at 4% or $18,830 at 6%; with 100% employer match about $21,183 at 4% or $14,122 at 6%.
201913$49,407$4,546$1,515iApproximate average salary by contribution assumption: employee only about $37,883 at 4% or $25,256 at 6%; with 50% employer match about $25,256 at 4% or $16,837 at 6%; with 100% employer match about $18,942 at 4% or $12,628 at 6%.
Raymond Wesley 401K Plan-3$49,407$4,546$1,515iApproximate average salary by contribution assumption: employee only about $37,883 at 4% or $25,256 at 6%; with 50% employer match about $25,256 at 4% or $16,837 at 6%; with 100% employer match about $18,942 at 4% or $12,628 at 6%.
201813$38,582$21,944$7,315iApproximate average salary by contribution assumption: employee only about $182,867 at 4% or $121,911 at 6%; with 50% employer match about $121,911 at 4% or $81,274 at 6%; with 100% employer match about $91,433 at 4% or $60,956 at 6%.
Raymond Wesley 401K Plan-3$38,582$21,944$7,315iApproximate average salary by contribution assumption: employee only about $182,867 at 4% or $121,911 at 6%; with 50% employer match about $121,911 at 4% or $81,274 at 6%; with 100% employer match about $91,433 at 4% or $60,956 at 6%.
201713$96,235$21,918$7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%.
Raymond Wesley 401K Plan-3$96,235$21,918$7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%.
201613$88,606$18,512$6,171iApproximate average salary by contribution assumption: employee only about $154,267 at 4% or $102,844 at 6%; with 50% employer match about $102,844 at 4% or $68,563 at 6%; with 100% employer match about $77,133 at 4% or $51,422 at 6%.
Raymond Wesley 401K Plan-3$88,606$18,512$6,171iApproximate average salary by contribution assumption: employee only about $154,267 at 4% or $102,844 at 6%; with 50% employer match about $102,844 at 4% or $68,563 at 6%; with 100% employer match about $77,133 at 4% or $51,422 at 6%.
201513$82,149$18,783$6,261iApproximate average salary by contribution assumption: employee only about $156,525 at 4% or $104,350 at 6%; with 50% employer match about $104,350 at 4% or $69,567 at 6%; with 100% employer match about $78,263 at 4% or $52,175 at 6%.
Raymond Wesley 401K Plan-3$82,149$18,783$6,261iApproximate average salary by contribution assumption: employee only about $156,525 at 4% or $104,350 at 6%; with 50% employer match about $104,350 at 4% or $69,567 at 6%; with 100% employer match about $78,263 at 4% or $52,175 at 6%.
201413$112,256$18,748$6,249iApproximate average salary by contribution assumption: employee only about $156,233 at 4% or $104,156 at 6%; with 50% employer match about $104,156 at 4% or $69,437 at 6%; with 100% employer match about $78,117 at 4% or $52,078 at 6%.
Raymond Wesley 401K Plan-3$112,256$18,748$6,249iApproximate average salary by contribution assumption: employee only about $156,233 at 4% or $104,156 at 6%; with 50% employer match about $104,156 at 4% or $69,437 at 6%; with 100% employer match about $78,117 at 4% or $52,078 at 6%.
201313$58,058$20,144$6,715iApproximate average salary by contribution assumption: employee only about $167,867 at 4% or $111,911 at 6%; with 50% employer match about $111,911 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,956 at 6%.
Raymond Wesley 401K Plan-3$58,058$20,144$6,715iApproximate average salary by contribution assumption: employee only about $167,867 at 4% or $111,911 at 6%; with 50% employer match about $111,911 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,956 at 6%.
201214$50,711$15,861$3,965iApproximate average salary by contribution assumption: employee only about $99,131 at 4% or $66,088 at 6%; with 50% employer match about $66,088 at 4% or $44,058 at 6%; with 100% employer match about $49,566 at 4% or $33,044 at 6%.
Raymond Wesley 401K Plan-4$50,711$15,861$3,965iApproximate average salary by contribution assumption: employee only about $99,131 at 4% or $66,088 at 6%; with 50% employer match about $66,088 at 4% or $44,058 at 6%; with 100% employer match about $49,566 at 4% or $33,044 at 6%.
201113$33,033$15,067$5,022iApproximate average salary by contribution assumption: employee only about $125,558 at 4% or $83,706 at 6%; with 50% employer match about $83,706 at 4% or $55,804 at 6%; with 100% employer match about $62,779 at 4% or $41,853 at 6%.
Raymond Wesley 401K Plan-3$33,033$15,067$5,022iApproximate average salary by contribution assumption: employee only about $125,558 at 4% or $83,706 at 6%; with 50% employer match about $83,706 at 4% or $55,804 at 6%; with 100% employer match about $62,779 at 4% or $41,853 at 6%.
201013$26,021$13,524$4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%.
Raymond Wesley 401K Plan-3$26,021$13,524$4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,133 at 6%; with 50% employer match about $75,133 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%.
200914$28,409$4,073$1,018iApproximate average salary by contribution assumption: employee only about $25,456 at 4% or $16,971 at 6%; with 50% employer match about $16,971 at 4% or $11,314 at 6%; with 100% employer match about $12,728 at 4% or $8,485 at 6%.
Raymond Wesley 401K Plan-4$28,409$4,073$1,018iApproximate average salary by contribution assumption: employee only about $25,456 at 4% or $16,971 at 6%; with 50% employer match about $16,971 at 4% or $11,314 at 6%; with 100% employer match about $12,728 at 4% or $8,485 at 6%.
200815$28,978$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
Raymond Wesley 401K Plan-5$28,978$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
200713$0$0-
Raymond Wesley 401K Plan-3---