Civic Intelligence

Focus Wealth Partners

Plan context: Focus Wealth Partners 401(K) Profit Sharing Plan

EIN 20-4155529 • Encino, CA • 13 filings • 1 plans

6345 Balboa Blvd., Suite 384Encino, CA 91316
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,277,663

2025 Contributions

$118,058

Historical Graphs

Total Assets Over Time

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

$2,277,663$1,138,832$0201320192025YearValue
$2,277,663Latest year 2025

Participants Over Time

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

320201320192025YearValue
3Latest 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
202513$2,277,663$118,058$39,353iApproximate average salary by contribution assumption: employee only about $983,817 at 4% or $655,878 at 6%; with 50% employer match about $655,878 at 4% or $437,252 at 6%; with 100% employer match about $491,908 at 4% or $327,939 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-3$2,277,663$118,058$39,353iApproximate average salary by contribution assumption: employee only about $983,817 at 4% or $655,878 at 6%; with 50% employer match about $655,878 at 4% or $437,252 at 6%; with 100% employer match about $491,908 at 4% or $327,939 at 6%.
202413$1,860,791$112,683$37,561iApproximate average salary by contribution assumption: employee only about $939,025 at 4% or $626,017 at 6%; with 50% employer match about $626,017 at 4% or $417,344 at 6%; with 100% employer match about $469,513 at 4% or $313,008 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-3$1,860,791$112,683$37,561iApproximate average salary by contribution assumption: employee only about $939,025 at 4% or $626,017 at 6%; with 50% employer match about $626,017 at 4% or $417,344 at 6%; with 100% employer match about $469,513 at 4% or $313,008 at 6%.
202313$1,448,592$105,161$35,054iApproximate average salary by contribution assumption: employee only about $876,342 at 4% or $584,228 at 6%; with 50% employer match about $584,228 at 4% or $389,485 at 6%; with 100% employer match about $438,171 at 4% or $292,114 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-3$1,448,592$105,161$35,054iApproximate average salary by contribution assumption: employee only about $876,342 at 4% or $584,228 at 6%; with 50% employer match about $584,228 at 4% or $389,485 at 6%; with 100% employer match about $438,171 at 4% or $292,114 at 6%.
202212$1,154,928$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$1,154,928$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
202113$1,437,272$85,628$28,543iApproximate average salary by contribution assumption: employee only about $713,567 at 4% or $475,711 at 6%; with 50% employer match about $475,711 at 4% or $317,141 at 6%; with 100% employer match about $356,783 at 4% or $237,856 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-3$1,437,272$85,628$28,543iApproximate average salary by contribution assumption: employee only about $713,567 at 4% or $475,711 at 6%; with 50% employer match about $475,711 at 4% or $317,141 at 6%; with 100% employer match about $356,783 at 4% or $237,856 at 6%.
202012$1,121,990$73,450$36,725iApproximate average salary by contribution assumption: employee only about $918,125 at 4% or $612,083 at 6%; with 50% employer match about $612,083 at 4% or $408,056 at 6%; with 100% employer match about $459,063 at 4% or $306,042 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$1,121,990$73,450$36,725iApproximate average salary by contribution assumption: employee only about $918,125 at 4% or $612,083 at 6%; with 50% employer match about $612,083 at 4% or $408,056 at 6%; with 100% employer match about $459,063 at 4% or $306,042 at 6%.
201912$952,681$70,868$35,434iApproximate average salary by contribution assumption: employee only about $885,850 at 4% or $590,567 at 6%; with 50% employer match about $590,567 at 4% or $393,711 at 6%; with 100% employer match about $442,925 at 4% or $295,283 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$952,681$70,868$35,434iApproximate average salary by contribution assumption: employee only about $885,850 at 4% or $590,567 at 6%; with 50% employer match about $590,567 at 4% or $393,711 at 6%; with 100% employer match about $442,925 at 4% or $295,283 at 6%.
201812$649,957$69,130$34,565iApproximate average salary by contribution assumption: employee only about $864,125 at 4% or $576,083 at 6%; with 50% employer match about $576,083 at 4% or $384,056 at 6%; with 100% employer match about $432,063 at 4% or $288,042 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$649,957$69,130$34,565iApproximate average salary by contribution assumption: employee only about $864,125 at 4% or $576,083 at 6%; with 50% employer match about $576,083 at 4% or $384,056 at 6%; with 100% employer match about $432,063 at 4% or $288,042 at 6%.
201712$608,167$67,118$33,559iApproximate average salary by contribution assumption: employee only about $838,975 at 4% or $559,317 at 6%; with 50% employer match about $559,317 at 4% or $372,878 at 6%; with 100% employer match about $419,488 at 4% or $279,658 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$608,167$67,118$33,559iApproximate average salary by contribution assumption: employee only about $838,975 at 4% or $559,317 at 6%; with 50% employer match about $559,317 at 4% or $372,878 at 6%; with 100% employer match about $419,488 at 4% or $279,658 at 6%.
201612$449,574$89,895$44,948iApproximate average salary by contribution assumption: employee only about $1,123,688 at 4% or $749,125 at 6%; with 50% employer match about $749,125 at 4% or $499,417 at 6%; with 100% employer match about $561,844 at 4% or $374,563 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$449,574$89,895$44,948iApproximate average salary by contribution assumption: employee only about $1,123,688 at 4% or $749,125 at 6%; with 50% employer match about $749,125 at 4% or $499,417 at 6%; with 100% employer match about $561,844 at 4% or $374,563 at 6%.
201512$320,065$233,217$116,609iApproximate average salary by contribution assumption: employee only about $2,915,213 at 4% or $1,943,475 at 6%; with 50% employer match about $1,943,475 at 4% or $1,295,650 at 6%; with 100% employer match about $1,457,606 at 4% or $971,738 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$320,065$233,217$116,609iApproximate average salary by contribution assumption: employee only about $2,915,213 at 4% or $1,943,475 at 6%; with 50% employer match about $1,943,475 at 4% or $1,295,650 at 6%; with 100% employer match about $1,457,606 at 4% or $971,738 at 6%.
201412$92,276$57,680$28,840iApproximate average salary by contribution assumption: employee only about $721,000 at 4% or $480,667 at 6%; with 50% employer match about $480,667 at 4% or $320,444 at 6%; with 100% employer match about $360,500 at 4% or $240,333 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$92,276$57,680$28,840iApproximate average salary by contribution assumption: employee only about $721,000 at 4% or $480,667 at 6%; with 50% employer match about $480,667 at 4% or $320,444 at 6%; with 100% employer match about $360,500 at 4% or $240,333 at 6%.
201312$30,881$29,833$14,917iApproximate average salary by contribution assumption: employee only about $372,913 at 4% or $248,608 at 6%; with 50% employer match about $248,608 at 4% or $165,739 at 6%; with 100% employer match about $186,456 at 4% or $124,304 at 6%.
Focus Wealth Partners 401(K) Profit Sharing Plan-2$30,881$29,833$14,917iApproximate average salary by contribution assumption: employee only about $372,913 at 4% or $248,608 at 6%; with 50% employer match about $248,608 at 4% or $165,739 at 6%; with 100% employer match about $186,456 at 4% or $124,304 at 6%.
Focus Wealth Partners | EIN 20-4155529 | 2025 Form 5500 Company Profile