Civic Intelligence

Davis & Seiley Wealth Management Inc.

Plan context: Davis & Seiley Wealth Management Inc. 401(K) Psp

EIN 20-3988295 • LA Mesa, CA • 17 filings • 3 plans

5400 Connecticut Ave Ste 100LA Mesa, CA 91942
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,750,047

2022 Contributions

$133,760

Historical Graphs

Total Assets Over Time

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

$1,857,067$928,534$0200620142022YearValue
$1,750,047Latest year 2022

Participants Over Time

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

840200620142022YearValue
2Latest year 2022

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
202212$1,750,047$133,760$66,880iApproximate average salary by contribution assumption: employee only about $1,672,000 at 4% or $1,114,667 at 6%; with 50% employer match about $1,114,667 at 4% or $743,111 at 6%; with 100% employer match about $836,000 at 4% or $557,333 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-2$1,750,047$133,760$66,880iApproximate average salary by contribution assumption: employee only about $1,672,000 at 4% or $1,114,667 at 6%; with 50% employer match about $1,114,667 at 4% or $743,111 at 6%; with 100% employer match about $836,000 at 4% or $557,333 at 6%.
202117$1,857,067$134,560$19,223iApproximate average salary by contribution assumption: employee only about $480,571 at 4% or $320,381 at 6%; with 50% employer match about $320,381 at 4% or $213,587 at 6%; with 100% employer match about $240,286 at 4% or $160,190 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-7$1,857,067$134,560$19,223iApproximate average salary by contribution assumption: employee only about $480,571 at 4% or $320,381 at 6%; with 50% employer match about $320,381 at 4% or $213,587 at 6%; with 100% employer match about $240,286 at 4% or $160,190 at 6%.
202018$1,566,193$127,898$15,987iApproximate average salary by contribution assumption: employee only about $399,681 at 4% or $266,454 at 6%; with 50% employer match about $266,454 at 4% or $177,636 at 6%; with 100% employer match about $199,841 at 4% or $133,227 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-8$1,566,193$127,898$15,987iApproximate average salary by contribution assumption: employee only about $399,681 at 4% or $266,454 at 6%; with 50% employer match about $266,454 at 4% or $177,636 at 6%; with 100% employer match about $199,841 at 4% or $133,227 at 6%.
201917$1,298,223$124,951$17,850iApproximate average salary by contribution assumption: employee only about $446,254 at 4% or $297,502 at 6%; with 50% employer match about $297,502 at 4% or $198,335 at 6%; with 100% employer match about $223,127 at 4% or $148,751 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-7$1,298,223$124,951$17,850iApproximate average salary by contribution assumption: employee only about $446,254 at 4% or $297,502 at 6%; with 50% employer match about $297,502 at 4% or $198,335 at 6%; with 100% employer match about $223,127 at 4% or $148,751 at 6%.
201817$955,551$121,807$17,401iApproximate average salary by contribution assumption: employee only about $435,025 at 4% or $290,017 at 6%; with 50% employer match about $290,017 at 4% or $193,344 at 6%; with 100% employer match about $217,513 at 4% or $145,008 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-7$955,551$121,807$17,401iApproximate average salary by contribution assumption: employee only about $435,025 at 4% or $290,017 at 6%; with 50% employer match about $290,017 at 4% or $193,344 at 6%; with 100% employer match about $217,513 at 4% or $145,008 at 6%.
201717$934,808$136,416$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-7$934,808$136,416$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
201616$760,435$117,535$19,589iApproximate average salary by contribution assumption: employee only about $489,729 at 4% or $326,486 at 6%; with 50% employer match about $326,486 at 4% or $217,657 at 6%; with 100% employer match about $244,865 at 4% or $163,243 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-6$760,435$117,535$19,589iApproximate average salary by contribution assumption: employee only about $489,729 at 4% or $326,486 at 6%; with 50% employer match about $326,486 at 4% or $217,657 at 6%; with 100% employer match about $244,865 at 4% or $163,243 at 6%.
201516$582,085$128,466$21,411iApproximate average salary by contribution assumption: employee only about $535,275 at 4% or $356,850 at 6%; with 50% employer match about $356,850 at 4% or $237,900 at 6%; with 100% employer match about $267,638 at 4% or $178,425 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-6$582,085$128,466$21,411iApproximate average salary by contribution assumption: employee only about $535,275 at 4% or $356,850 at 6%; with 50% employer match about $356,850 at 4% or $237,900 at 6%; with 100% employer match about $267,638 at 4% or $178,425 at 6%.
201416$448,558$114,460$19,077iApproximate average salary by contribution assumption: employee only about $476,917 at 4% or $317,944 at 6%; with 50% employer match about $317,944 at 4% or $211,963 at 6%; with 100% employer match about $238,458 at 4% or $158,972 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-6$448,558$114,460$19,077iApproximate average salary by contribution assumption: employee only about $476,917 at 4% or $317,944 at 6%; with 50% employer match about $317,944 at 4% or $211,963 at 6%; with 100% employer match about $238,458 at 4% or $158,972 at 6%.
201316$315,798$176,137$29,356iApproximate average salary by contribution assumption: employee only about $733,904 at 4% or $489,269 at 6%; with 50% employer match about $489,269 at 4% or $326,180 at 6%; with 100% employer match about $366,952 at 4% or $244,635 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-6$315,798$176,137$29,356iApproximate average salary by contribution assumption: employee only about $733,904 at 4% or $489,269 at 6%; with 50% employer match about $489,269 at 4% or $326,180 at 6%; with 100% employer match about $366,952 at 4% or $244,635 at 6%.
201213$107,329$44,223$14,741iApproximate average salary by contribution assumption: employee only about $368,525 at 4% or $245,683 at 6%; with 50% employer match about $245,683 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-3$107,329$44,223$14,741iApproximate average salary by contribution assumption: employee only about $368,525 at 4% or $245,683 at 6%; with 50% employer match about $245,683 at 4% or $163,789 at 6%; with 100% employer match about $184,263 at 4% or $122,842 at 6%.
201112$54,519$5,297$2,649iApproximate average salary by contribution assumption: employee only about $66,213 at 4% or $44,142 at 6%; with 50% employer match about $44,142 at 4% or $29,428 at 6%; with 100% employer match about $33,106 at 4% or $22,071 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-2$54,519$5,297$2,649iApproximate average salary by contribution assumption: employee only about $66,213 at 4% or $44,142 at 6%; with 50% employer match about $44,142 at 4% or $29,428 at 6%; with 100% employer match about $33,106 at 4% or $22,071 at 6%.
201012$52,805$5,386$2,693iApproximate average salary by contribution assumption: employee only about $67,325 at 4% or $44,883 at 6%; with 50% employer match about $44,883 at 4% or $29,922 at 6%; with 100% employer match about $33,663 at 4% or $22,442 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-2$52,805$5,386$2,693iApproximate average salary by contribution assumption: employee only about $67,325 at 4% or $44,883 at 6%; with 50% employer match about $44,883 at 4% or $29,922 at 6%; with 100% employer match about $33,663 at 4% or $22,442 at 6%.
200912$40,333$3,551$1,776iApproximate average salary by contribution assumption: employee only about $44,388 at 4% or $29,592 at 6%; with 50% employer match about $29,592 at 4% or $19,728 at 6%; with 100% employer match about $22,194 at 4% or $14,796 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-2$40,333$3,551$1,776iApproximate average salary by contribution assumption: employee only about $44,388 at 4% or $29,592 at 6%; with 50% employer match about $29,592 at 4% or $19,728 at 6%; with 100% employer match about $22,194 at 4% or $14,796 at 6%.
200813$28,735$12,501$4,167iApproximate average salary by contribution assumption: employee only about $104,175 at 4% or $69,450 at 6%; with 50% employer match about $69,450 at 4% or $46,300 at 6%; with 100% employer match about $52,088 at 4% or $34,725 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-3$28,735$12,501$4,167iApproximate average salary by contribution assumption: employee only about $104,175 at 4% or $69,450 at 6%; with 50% employer match about $69,450 at 4% or $46,300 at 6%; with 100% employer match about $52,088 at 4% or $34,725 at 6%.
200714$69,449$14,769$3,692iApproximate average salary by contribution assumption: employee only about $92,306 at 4% or $61,538 at 6%; with 50% employer match about $61,538 at 4% or $41,025 at 6%; with 100% employer match about $46,153 at 4% or $30,769 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-4$69,449$14,769$3,692iApproximate average salary by contribution assumption: employee only about $92,306 at 4% or $61,538 at 6%; with 50% employer match about $61,538 at 4% or $41,025 at 6%; with 100% employer match about $46,153 at 4% or $30,769 at 6%.
200612$57,120$104,394$52,197iApproximate average salary by contribution assumption: employee only about $1,304,925 at 4% or $869,950 at 6%; with 50% employer match about $869,950 at 4% or $579,967 at 6%; with 100% employer match about $652,463 at 4% or $434,975 at 6%.
Davis & Seiley Wealth Management Inc. 401(K) Psp-2$57,120$104,394$52,197iApproximate average salary by contribution assumption: employee only about $1,304,925 at 4% or $869,950 at 6%; with 50% employer match about $869,950 at 4% or $579,967 at 6%; with 100% employer match about $652,463 at 4% or $434,975 at 6%.