Civic Intelligence

Envision Capital Group LLC

Plan context: Envision Capital Group LLC 401(K) & Profit Sharing Plan

EIN 20-8144611 • Laguna Hills, CA • 17 filings • 4 plans

29982 Ivy Glenn Drive FL 1Laguna Hills, CA 92677
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,218,641

2024 Contributions

$178,972

Historical Graphs

Total Assets Over Time

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

$2,218,641$1,109,321$0200820162024YearValue
$2,218,641Latest year 2024

Participants Over Time

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

23120200820162024YearValue
21Latest 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
2024121$2,218,641$178,972$8,522iApproximate average salary by contribution assumption: employee only about $213,062 at 4% or $142,041 at 6%; with 50% employer match about $142,041 at 4% or $94,694 at 6%; with 100% employer match about $106,531 at 4% or $71,021 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-21$2,218,641$178,972$8,522iApproximate average salary by contribution assumption: employee only about $213,062 at 4% or $142,041 at 6%; with 50% employer match about $142,041 at 4% or $94,694 at 6%; with 100% employer match about $106,531 at 4% or $71,021 at 6%.
2023121$1,783,638$245,264$11,679iApproximate average salary by contribution assumption: employee only about $291,981 at 4% or $194,654 at 6%; with 50% employer match about $194,654 at 4% or $129,769 at 6%; with 100% employer match about $145,990 at 4% or $97,327 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-21$1,783,638$245,264$11,679iApproximate average salary by contribution assumption: employee only about $291,981 at 4% or $194,654 at 6%; with 50% employer match about $194,654 at 4% or $129,769 at 6%; with 100% employer match about $145,990 at 4% or $97,327 at 6%.
2022121$1,656,990$185,225$8,820iApproximate average salary by contribution assumption: employee only about $220,506 at 4% or $147,004 at 6%; with 50% employer match about $147,004 at 4% or $98,003 at 6%; with 100% employer match about $110,253 at 4% or $73,502 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-21$1,656,990$185,225$8,820iApproximate average salary by contribution assumption: employee only about $220,506 at 4% or $147,004 at 6%; with 50% employer match about $147,004 at 4% or $98,003 at 6%; with 100% employer match about $110,253 at 4% or $73,502 at 6%.
2021122$1,980,720$355,326$16,151iApproximate average salary by contribution assumption: employee only about $403,780 at 4% or $269,186 at 6%; with 50% employer match about $269,186 at 4% or $179,458 at 6%; with 100% employer match about $201,890 at 4% or $134,593 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-22$1,980,720$355,326$16,151iApproximate average salary by contribution assumption: employee only about $403,780 at 4% or $269,186 at 6%; with 50% employer match about $269,186 at 4% or $179,458 at 6%; with 100% employer match about $201,890 at 4% or $134,593 at 6%.
2020121$1,418,112$132,684$6,318iApproximate average salary by contribution assumption: employee only about $157,957 at 4% or $105,305 at 6%; with 50% employer match about $105,305 at 4% or $70,203 at 6%; with 100% employer match about $78,979 at 4% or $52,652 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-21$1,418,112$132,684$6,318iApproximate average salary by contribution assumption: employee only about $157,957 at 4% or $105,305 at 6%; with 50% employer match about $105,305 at 4% or $70,203 at 6%; with 100% employer match about $78,979 at 4% or $52,652 at 6%.
2019123$1,104,282$142,200$6,183iApproximate average salary by contribution assumption: employee only about $154,565 at 4% or $103,043 at 6%; with 50% employer match about $103,043 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-23$1,104,282$142,200$6,183iApproximate average salary by contribution assumption: employee only about $154,565 at 4% or $103,043 at 6%; with 50% employer match about $103,043 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
2018122$788,876$139,257$6,330iApproximate average salary by contribution assumption: employee only about $158,247 at 4% or $105,498 at 6%; with 50% employer match about $105,498 at 4% or $70,332 at 6%; with 100% employer match about $79,123 at 4% or $52,749 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-22$788,876$139,257$6,330iApproximate average salary by contribution assumption: employee only about $158,247 at 4% or $105,498 at 6%; with 50% employer match about $105,498 at 4% or $70,332 at 6%; with 100% employer match about $79,123 at 4% or $52,749 at 6%.
2017122$719,044$146,816$6,673iApproximate average salary by contribution assumption: employee only about $166,836 at 4% or $111,224 at 6%; with 50% employer match about $111,224 at 4% or $74,149 at 6%; with 100% employer match about $83,418 at 4% or $55,612 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-22$719,044$146,816$6,673iApproximate average salary by contribution assumption: employee only about $166,836 at 4% or $111,224 at 6%; with 50% employer match about $111,224 at 4% or $74,149 at 6%; with 100% employer match about $83,418 at 4% or $55,612 at 6%.
2016120$484,613$104,175$5,209iApproximate average salary by contribution assumption: employee only about $130,219 at 4% or $86,813 at 6%; with 50% employer match about $86,813 at 4% or $57,875 at 6%; with 100% employer match about $65,109 at 4% or $43,406 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-20$484,613$104,175$5,209iApproximate average salary by contribution assumption: employee only about $130,219 at 4% or $86,813 at 6%; with 50% employer match about $86,813 at 4% or $57,875 at 6%; with 100% employer match about $65,109 at 4% or $43,406 at 6%.
2015117$349,375$85,423$5,025iApproximate average salary by contribution assumption: employee only about $125,622 at 4% or $83,748 at 6%; with 50% employer match about $83,748 at 4% or $55,832 at 6%; with 100% employer match about $62,811 at 4% or $41,874 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-17$349,375$85,423$5,025iApproximate average salary by contribution assumption: employee only about $125,622 at 4% or $83,748 at 6%; with 50% employer match about $83,748 at 4% or $55,832 at 6%; with 100% employer match about $62,811 at 4% or $41,874 at 6%.
2014113$269,582$64,391$4,953iApproximate average salary by contribution assumption: employee only about $123,829 at 4% or $82,553 at 6%; with 50% employer match about $82,553 at 4% or $55,035 at 6%; with 100% employer match about $61,914 at 4% or $41,276 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-13$269,582$64,391$4,953iApproximate average salary by contribution assumption: employee only about $123,829 at 4% or $82,553 at 6%; with 50% employer match about $82,553 at 4% or $55,035 at 6%; with 100% employer match about $61,914 at 4% or $41,276 at 6%.
2013111$290,831$30,333$2,758iApproximate average salary by contribution assumption: employee only about $68,939 at 4% or $45,959 at 6%; with 50% employer match about $45,959 at 4% or $30,639 at 6%; with 100% employer match about $34,469 at 4% or $22,980 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-11$290,831$30,333$2,758iApproximate average salary by contribution assumption: employee only about $68,939 at 4% or $45,959 at 6%; with 50% employer match about $45,959 at 4% or $30,639 at 6%; with 100% employer match about $34,469 at 4% or $22,980 at 6%.
2012110$241,984$46,345$4,635iApproximate average salary by contribution assumption: employee only about $115,863 at 4% or $77,242 at 6%; with 50% employer match about $77,242 at 4% or $51,494 at 6%; with 100% employer match about $57,931 at 4% or $38,621 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-10$241,984$46,345$4,635iApproximate average salary by contribution assumption: employee only about $115,863 at 4% or $77,242 at 6%; with 50% employer match about $77,242 at 4% or $51,494 at 6%; with 100% employer match about $57,931 at 4% or $38,621 at 6%.
201118$172,830$8,416$1,052iApproximate average salary by contribution assumption: employee only about $26,300 at 4% or $17,533 at 6%; with 50% employer match about $17,533 at 4% or $11,689 at 6%; with 100% employer match about $13,150 at 4% or $8,767 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-8$172,830$8,416$1,052iApproximate average salary by contribution assumption: employee only about $26,300 at 4% or $17,533 at 6%; with 50% employer match about $17,533 at 4% or $11,689 at 6%; with 100% employer match about $13,150 at 4% or $8,767 at 6%.
201019$232,276$5,528$614iApproximate average salary by contribution assumption: employee only about $15,356 at 4% or $10,237 at 6%; with 50% employer match about $10,237 at 4% or $6,825 at 6%; with 100% employer match about $7,678 at 4% or $5,119 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-9$232,276$5,528$614iApproximate average salary by contribution assumption: employee only about $15,356 at 4% or $10,237 at 6%; with 50% employer match about $10,237 at 4% or $6,825 at 6%; with 100% employer match about $7,678 at 4% or $5,119 at 6%.
2009110$225,671$16,998$1,700iApproximate average salary by contribution assumption: employee only about $42,495 at 4% or $28,330 at 6%; with 50% employer match about $28,330 at 4% or $18,887 at 6%; with 100% employer match about $21,248 at 4% or $14,165 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-10$225,671$16,998$1,700iApproximate average salary by contribution assumption: employee only about $42,495 at 4% or $28,330 at 6%; with 50% employer match about $28,330 at 4% or $18,887 at 6%; with 100% employer match about $21,248 at 4% or $14,165 at 6%.
2008114$156,162$236,281$16,877iApproximate average salary by contribution assumption: employee only about $421,930 at 4% or $281,287 at 6%; with 50% employer match about $281,287 at 4% or $187,525 at 6%; with 100% employer match about $210,965 at 4% or $140,643 at 6%.
Envision Capital Group LLC 401(K) & Profit Sharing Plan-14$156,162$236,281$16,877iApproximate average salary by contribution assumption: employee only about $421,930 at 4% or $281,287 at 6%; with 50% employer match about $281,287 at 4% or $187,525 at 6%; with 100% employer match about $210,965 at 4% or $140,643 at 6%.