The Executive Advisory LLC
Plan context: Executive Advisory LLC 401 K Profit Sharing Plan Trust
EIN 20-8257499 • Encino, CA • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,800,306
2024 Contributions
$121,150
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $3,800,306 | $121,150 | $24,230iApproximate average salary by contribution assumption: employee only about $605,750 at 4% or $403,833 at 6%; with 50% employer match about $403,833 at 4% or $269,222 at 6%; with 100% employer match about $302,875 at 4% or $201,917 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 5 | $2,102,005 | $121,150 | $24,230iApproximate average salary by contribution assumption: employee only about $605,750 at 4% or $403,833 at 6%; with 50% employer match about $403,833 at 4% or $269,222 at 6%; with 100% employer match about $302,875 at 4% or $201,917 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 3 | $1,698,301 | $0 | - |
| 2023 | 2 | 5 | $3,247,214 | $176,394 | $35,279iApproximate average salary by contribution assumption: employee only about $881,970 at 4% or $587,980 at 6%; with 50% employer match about $587,980 at 4% or $391,987 at 6%; with 100% employer match about $440,985 at 4% or $293,990 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 5 | $1,757,109 | $74,394 | $14,879iApproximate average salary by contribution assumption: employee only about $371,970 at 4% or $247,980 at 6%; with 50% employer match about $247,980 at 4% or $165,320 at 6%; with 100% employer match about $185,985 at 4% or $123,990 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 3 | $1,490,105 | $102,000 | $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%. |
| 2022 | 2 | 5 | $2,627,748 | $294,226 | $58,845iApproximate average salary by contribution assumption: employee only about $1,471,130 at 4% or $980,753 at 6%; with 50% employer match about $980,753 at 4% or $653,836 at 6%; with 100% employer match about $735,565 at 4% or $490,377 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 5 | $1,450,689 | $119,670 | $23,934iApproximate average salary by contribution assumption: employee only about $598,350 at 4% or $398,900 at 6%; with 50% employer match about $398,900 at 4% or $265,933 at 6%; with 100% employer match about $299,175 at 4% or $199,450 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 3 | $1,177,059 | $174,556 | $58,185iApproximate average salary by contribution assumption: employee only about $1,454,633 at 4% or $969,756 at 6%; with 50% employer match about $969,756 at 4% or $646,504 at 6%; with 100% employer match about $727,317 at 4% or $484,878 at 6%. |
| 2021 | 2 | 5 | $2,683,668 | $260,207 | $52,041iApproximate average salary by contribution assumption: employee only about $1,301,035 at 4% or $867,357 at 6%; with 50% employer match about $867,357 at 4% or $578,238 at 6%; with 100% employer match about $650,518 at 4% or $433,678 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 5 | $1,549,083 | $110,207 | $22,041iApproximate average salary by contribution assumption: employee only about $551,035 at 4% or $367,357 at 6%; with 50% employer match about $367,357 at 4% or $244,904 at 6%; with 100% employer match about $275,518 at 4% or $183,678 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 2 | $1,134,585 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2020 | 2 | 4 | $2,133,371 | $257,798 | $64,450iApproximate average salary by contribution assumption: employee only about $1,611,238 at 4% or $1,074,158 at 6%; with 50% employer match about $1,074,158 at 4% or $716,106 at 6%; with 100% employer match about $805,619 at 4% or $537,079 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $1,260,666 | $107,798 | $26,950iApproximate average salary by contribution assumption: employee only about $673,738 at 4% or $449,158 at 6%; with 50% employer match about $449,158 at 4% or $299,439 at 6%; with 100% employer match about $336,869 at 4% or $224,579 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 2 | $872,705 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2019 | 2 | 4 | $1,715,975 | $242,057 | $60,514iApproximate average salary by contribution assumption: employee only about $1,512,856 at 4% or $1,008,571 at 6%; with 50% employer match about $1,008,571 at 4% or $672,381 at 6%; with 100% employer match about $756,428 at 4% or $504,285 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $1,053,075 | $92,057 | $23,014iApproximate average salary by contribution assumption: employee only about $575,356 at 4% or $383,571 at 6%; with 50% employer match about $383,571 at 4% or $255,714 at 6%; with 100% employer match about $287,678 at 4% or $191,785 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 2 | $662,900 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2018 | 2 | 4 | $1,224,421 | $246,150 | $61,538iApproximate average salary by contribution assumption: employee only about $1,538,438 at 4% or $1,025,625 at 6%; with 50% employer match about $1,025,625 at 4% or $683,750 at 6%; with 100% employer match about $769,219 at 4% or $512,813 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $794,481 | $96,150 | $24,038iApproximate average salary by contribution assumption: employee only about $600,938 at 4% or $400,625 at 6%; with 50% employer match about $400,625 at 4% or $267,083 at 6%; with 100% employer match about $300,469 at 4% or $200,313 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 2 | $429,940 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2017 | 2 | 4 | $1,106,199 | $397,851 | $99,463iApproximate average salary by contribution assumption: employee only about $2,486,569 at 4% or $1,657,713 at 6%; with 50% employer match about $1,657,713 at 4% or $1,105,142 at 6%; with 100% employer match about $1,243,284 at 4% or $828,856 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $797,608 | $247,851 | $61,963iApproximate average salary by contribution assumption: employee only about $1,549,069 at 4% or $1,032,713 at 6%; with 50% employer match about $1,032,713 at 4% or $688,475 at 6%; with 100% employer match about $774,534 at 4% or $516,356 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 2 | $308,591 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2016 | 2 | 4 | $600,881 | $223,012 | $55,753iApproximate average salary by contribution assumption: employee only about $1,393,825 at 4% or $929,217 at 6%; with 50% employer match about $929,217 at 4% or $619,478 at 6%; with 100% employer match about $696,913 at 4% or $464,608 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $455,881 | $78,012 | $19,503iApproximate average salary by contribution assumption: employee only about $487,575 at 4% or $325,050 at 6%; with 50% employer match about $325,050 at 4% or $216,700 at 6%; with 100% employer match about $243,788 at 4% or $162,525 at 6%. |
| The Executive Advisory LLC Defined Benefit Pension Plan | - | 2 | $145,000 | $145,000 | $72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%. |
| 2015 | 1 | 4 | $309,535 | $36,202 | $9,051iApproximate average salary by contribution assumption: employee only about $226,263 at 4% or $150,842 at 6%; with 50% employer match about $150,842 at 4% or $100,561 at 6%; with 100% employer match about $113,131 at 4% or $75,421 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $309,535 | $36,202 | $9,051iApproximate average salary by contribution assumption: employee only about $226,263 at 4% or $150,842 at 6%; with 50% employer match about $150,842 at 4% or $100,561 at 6%; with 100% employer match about $113,131 at 4% or $75,421 at 6%. |
| 2014 | 1 | 4 | $274,399 | $35,237 | $8,809iApproximate average salary by contribution assumption: employee only about $220,231 at 4% or $146,821 at 6%; with 50% employer match about $146,821 at 4% or $97,881 at 6%; with 100% employer match about $110,116 at 4% or $73,410 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 4 | $274,399 | $35,237 | $8,809iApproximate average salary by contribution assumption: employee only about $220,231 at 4% or $146,821 at 6%; with 50% employer match about $146,821 at 4% or $97,881 at 6%; with 100% employer match about $110,116 at 4% or $73,410 at 6%. |
| 2013 | 1 | 3 | $229,942 | $60,171 | $20,057iApproximate average salary by contribution assumption: employee only about $501,425 at 4% or $334,283 at 6%; with 50% employer match about $334,283 at 4% or $222,856 at 6%; with 100% employer match about $250,713 at 4% or $167,142 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 3 | $229,942 | $60,171 | $20,057iApproximate average salary by contribution assumption: employee only about $501,425 at 4% or $334,283 at 6%; with 50% employer match about $334,283 at 4% or $222,856 at 6%; with 100% employer match about $250,713 at 4% or $167,142 at 6%. |
| 2012 | 1 | 2 | $149,131 | $63,401 | $31,701iApproximate average salary by contribution assumption: employee only about $792,513 at 4% or $528,342 at 6%; with 50% employer match about $528,342 at 4% or $352,228 at 6%; with 100% employer match about $396,256 at 4% or $264,171 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 2 | $149,131 | $63,401 | $31,701iApproximate average salary by contribution assumption: employee only about $792,513 at 4% or $528,342 at 6%; with 50% employer match about $528,342 at 4% or $352,228 at 6%; with 100% employer match about $396,256 at 4% or $264,171 at 6%. |
| 2011 | 1 | 2 | $77,946 | $46,473 | $23,237iApproximate average salary by contribution assumption: employee only about $580,913 at 4% or $387,275 at 6%; with 50% employer match about $387,275 at 4% or $258,183 at 6%; with 100% employer match about $290,456 at 4% or $193,638 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 2 | $77,946 | $46,473 | $23,237iApproximate average salary by contribution assumption: employee only about $580,913 at 4% or $387,275 at 6%; with 50% employer match about $387,275 at 4% or $258,183 at 6%; with 100% employer match about $290,456 at 4% or $193,638 at 6%. |
| 2010 | 1 | 1 | $38,531 | $12,344 | $12,344iApproximate average salary by contribution assumption: employee only about $308,600 at 4% or $205,733 at 6%; with 50% employer match about $205,733 at 4% or $137,156 at 6%; with 100% employer match about $154,300 at 4% or $102,867 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 1 | $38,531 | $12,344 | $12,344iApproximate average salary by contribution assumption: employee only about $308,600 at 4% or $205,733 at 6%; with 50% employer match about $205,733 at 4% or $137,156 at 6%; with 100% employer match about $154,300 at 4% or $102,867 at 6%. |
| 2009 | 1 | 1 | $23,557 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Executive Advisory LLC 401 K Profit Sharing Plan Trust | - | 1 | $23,557 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |