Civic Intelligence

Central Coast Wealth Management LLC

Plan context: Central Coast Wealth Management Pension Plan

EIN 22-3973915 • San Luis Obispo, CA • 38 filings • 11 plans

1104 Palm StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,630,606

2024 Contributions

$332,164

Historical Graphs

Total Assets Over Time

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

$2,630,606$1,315,303$0200820162024YearValue
$2,630,606Latest year 2024

Participants Over Time

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

630200820162024YearValue
5Latest 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
202435$2,630,606$332,164$66,433iApproximate average salary by contribution assumption: employee only about $1,660,820 at 4% or $1,107,213 at 6%; with 50% employer match about $1,107,213 at 4% or $738,142 at 6%; with 100% employer match about $830,410 at 4% or $553,607 at 6%.
Central Coast Wealth Management Pension Plan-5$2,337,001$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003-5$293,605$32,164$6,433iApproximate average salary by contribution assumption: employee only about $160,820 at 4% or $107,213 at 6%; with 50% employer match about $107,213 at 4% or $71,476 at 6%; with 100% employer match about $80,410 at 4% or $53,607 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-0$0--
202335$2,169,346$651,516$130,303iApproximate average salary by contribution assumption: employee only about $3,257,580 at 4% or $2,171,720 at 6%; with 50% employer match about $2,171,720 at 4% or $1,447,813 at 6%; with 100% employer match about $1,628,790 at 4% or $1,085,860 at 6%.
Central Coast Wealth Management Pension Plan-5$1,926,903$630,011$126,002iApproximate average salary by contribution assumption: employee only about $3,150,055 at 4% or $2,100,037 at 6%; with 50% employer match about $2,100,037 at 4% or $1,400,024 at 6%; with 100% employer match about $1,575,028 at 4% or $1,050,018 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-1$145,453--
CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003-4$96,990$21,505$5,376iApproximate average salary by contribution assumption: employee only about $134,406 at 4% or $89,604 at 6%; with 50% employer match about $89,604 at 4% or $59,736 at 6%; with 100% employer match about $67,203 at 4% or $44,802 at 6%.
202235$1,768,303$329,663$65,933iApproximate average salary by contribution assumption: employee only about $1,648,315 at 4% or $1,098,877 at 6%; with 50% employer match about $1,098,877 at 4% or $732,584 at 6%; with 100% employer match about $824,158 at 4% or $549,438 at 6%.
Central Coast Wealth Management Pension Plan-5$1,567,664$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-1$138,033--
CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003-4$62,606$29,663$7,416iApproximate average salary by contribution assumption: employee only about $185,394 at 4% or $123,596 at 6%; with 50% employer match about $123,596 at 4% or $82,397 at 6%; with 100% employer match about $92,697 at 4% or $61,798 at 6%.
202135$1,692,102$426,376$85,275iApproximate average salary by contribution assumption: employee only about $2,131,880 at 4% or $1,421,253 at 6%; with 50% employer match about $1,421,253 at 4% or $947,502 at 6%; with 100% employer match about $1,065,940 at 4% or $710,627 at 6%.
Central Coast Wealth Management Pension Plan-5$1,474,082$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-1$177,411$490$490iApproximate average salary by contribution assumption: employee only about $12,250 at 4% or $8,167 at 6%; with 50% employer match about $8,167 at 4% or $5,444 at 6%; with 100% employer match about $6,125 at 4% or $4,083 at 6%.
CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003-4$40,609$25,886$6,472iApproximate average salary by contribution assumption: employee only about $161,788 at 4% or $107,858 at 6%; with 50% employer match about $107,858 at 4% or $71,906 at 6%; with 100% employer match about $80,894 at 4% or $53,929 at 6%.
202035$1,155,823$77,310$15,462iApproximate average salary by contribution assumption: employee only about $386,550 at 4% or $257,700 at 6%; with 50% employer match about $257,700 at 4% or $171,800 at 6%; with 100% employer match about $193,275 at 4% or $128,850 at 6%.
Central Coast Wealth Management Pension Plan-5$880,144$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-1$205,700$6,156$6,156iApproximate average salary by contribution assumption: employee only about $153,900 at 4% or $102,600 at 6%; with 50% employer match about $102,600 at 4% or $68,400 at 6%; with 100% employer match about $76,950 at 4% or $51,300 at 6%.
CENTRAL COAST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST 003-2$69,979$1,154$577iApproximate average salary by contribution assumption: employee only about $14,425 at 4% or $9,617 at 6%; with 50% employer match about $9,617 at 4% or $6,411 at 6%; with 100% employer match about $7,213 at 4% or $4,808 at 6%.
201925$1,221,136$36,837$7,367iApproximate average salary by contribution assumption: employee only about $184,185 at 4% or $122,790 at 6%; with 50% employer match about $122,790 at 4% or $81,860 at 6%; with 100% employer match about $92,093 at 4% or $61,395 at 6%.
Central Coast Wealth Management Pension Plan-5$802,306$0-
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$418,830$36,837$7,367iApproximate average salary by contribution assumption: employee only about $184,185 at 4% or $122,790 at 6%; with 50% employer match about $122,790 at 4% or $81,860 at 6%; with 100% employer match about $92,093 at 4% or $61,395 at 6%.
201825$1,096,211$67,944$13,589iApproximate average salary by contribution assumption: employee only about $339,720 at 4% or $226,480 at 6%; with 50% employer match about $226,480 at 4% or $150,987 at 6%; with 100% employer match about $169,860 at 4% or $113,240 at 6%.
Central Coast Wealth Management Pension Plan-5$723,221$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$372,990$17,944$3,589iApproximate average salary by contribution assumption: employee only about $89,720 at 4% or $59,813 at 6%; with 50% employer match about $59,813 at 4% or $39,876 at 6%; with 100% employer match about $44,860 at 4% or $29,907 at 6%.
201726$1,134,624$61,721$10,287iApproximate average salary by contribution assumption: employee only about $257,171 at 4% or $171,447 at 6%; with 50% employer match about $171,447 at 4% or $114,298 at 6%; with 100% employer match about $128,585 at 4% or $85,724 at 6%.
Central Coast Wealth Management Pension Plan-6$773,543$0-
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$361,081$61,721$12,344iApproximate average salary by contribution assumption: employee only about $308,605 at 4% or $205,737 at 6%; with 50% employer match about $205,737 at 4% or $137,158 at 6%; with 100% employer match about $154,303 at 4% or $102,868 at 6%.
201625$1,260,388$48,920$9,784iApproximate average salary by contribution assumption: employee only about $244,600 at 4% or $163,067 at 6%; with 50% employer match about $163,067 at 4% or $108,711 at 6%; with 100% employer match about $122,300 at 4% or $81,533 at 6%.
Central Coast Wealth Management Pension Plan-5$788,164$0-
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$472,224$48,920$9,784iApproximate average salary by contribution assumption: employee only about $244,600 at 4% or $163,067 at 6%; with 50% employer match about $163,067 at 4% or $108,711 at 6%; with 100% employer match about $122,300 at 4% or $81,533 at 6%.
201525$1,263,621$250,006$50,001iApproximate average salary by contribution assumption: employee only about $1,250,030 at 4% or $833,353 at 6%; with 50% employer match about $833,353 at 4% or $555,569 at 6%; with 100% employer match about $625,015 at 4% or $416,677 at 6%.
Central Coast Wealth Management Pension Plan-5$801,294$145,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$462,327$105,006$21,001iApproximate average salary by contribution assumption: employee only about $525,030 at 4% or $350,020 at 6%; with 50% employer match about $350,020 at 4% or $233,347 at 6%; with 100% employer match about $262,515 at 4% or $175,010 at 6%.
201425$1,021,344$92,604$18,521iApproximate average salary by contribution assumption: employee only about $463,020 at 4% or $308,680 at 6%; with 50% employer match about $308,680 at 4% or $205,787 at 6%; with 100% employer match about $231,510 at 4% or $154,340 at 6%.
Central Coast Wealth Management Pension Plan-4$662,660$75,001$18,750iApproximate average salary by contribution assumption: employee only about $468,756 at 4% or $312,504 at 6%; with 50% employer match about $312,504 at 4% or $208,336 at 6%; with 100% employer match about $234,378 at 4% or $156,252 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$358,684$17,603$3,521iApproximate average salary by contribution assumption: employee only about $88,015 at 4% or $58,677 at 6%; with 50% employer match about $58,677 at 4% or $39,118 at 6%; with 100% employer match about $44,008 at 4% or $29,338 at 6%.
201323$917,282$63,211$21,070iApproximate average salary by contribution assumption: employee only about $526,758 at 4% or $351,172 at 6%; with 50% employer match about $351,172 at 4% or $234,115 at 6%; with 100% employer match about $263,379 at 4% or $175,586 at 6%.
Central Coast Wealth Management Pension Plan-2$554,746$0-
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$362,536$63,211$21,070iApproximate average salary by contribution assumption: employee only about $526,758 at 4% or $351,172 at 6%; with 50% employer match about $351,172 at 4% or $234,115 at 6%; with 100% employer match about $263,379 at 4% or $175,586 at 6%.
201223$810,948$134,532$44,844iApproximate average salary by contribution assumption: employee only about $1,121,100 at 4% or $747,400 at 6%; with 50% employer match about $747,400 at 4% or $498,267 at 6%; with 100% employer match about $560,550 at 4% or $373,700 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$521,415$63,276$31,638iApproximate average salary by contribution assumption: employee only about $790,950 at 4% or $527,300 at 6%; with 50% employer match about $527,300 at 4% or $351,533 at 6%; with 100% employer match about $395,475 at 4% or $263,650 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$289,533$71,256$23,752iApproximate average salary by contribution assumption: employee only about $593,800 at 4% or $395,867 at 6%; with 50% employer match about $395,867 at 4% or $263,911 at 6%; with 100% employer match about $296,900 at 4% or $197,933 at 6%.
201123$627,454$182,096$60,699iApproximate average salary by contribution assumption: employee only about $1,517,467 at 4% or $1,011,644 at 6%; with 50% employer match about $1,011,644 at 4% or $674,430 at 6%; with 100% employer match about $758,733 at 4% or $505,822 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$416,142$142,000$71,000iApproximate average salary by contribution assumption: employee only about $1,775,000 at 4% or $1,183,333 at 6%; with 50% employer match about $1,183,333 at 4% or $788,889 at 6%; with 100% employer match about $887,500 at 4% or $591,667 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$211,312$40,096$13,365iApproximate average salary by contribution assumption: employee only about $334,133 at 4% or $222,756 at 6%; with 50% employer match about $222,756 at 4% or $148,504 at 6%; with 100% employer match about $167,067 at 4% or $111,378 at 6%.
201023$466,082$159,491$53,164iApproximate average salary by contribution assumption: employee only about $1,329,092 at 4% or $886,061 at 6%; with 50% employer match about $886,061 at 4% or $590,707 at 6%; with 100% employer match about $664,546 at 4% or $443,031 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$268,688$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%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$197,394$71,491$23,830iApproximate average salary by contribution assumption: employee only about $595,758 at 4% or $397,172 at 6%; with 50% employer match about $397,172 at 4% or $264,781 at 6%; with 100% employer match about $297,879 at 4% or $198,586 at 6%.
200923$291,695$142,327$47,442iApproximate average salary by contribution assumption: employee only about $1,186,058 at 4% or $790,706 at 6%; with 50% employer match about $790,706 at 4% or $527,137 at 6%; with 100% employer match about $593,029 at 4% or $395,353 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$179,045$77,210$38,605iApproximate average salary by contribution assumption: employee only about $965,125 at 4% or $643,417 at 6%; with 50% employer match about $643,417 at 4% or $428,944 at 6%; with 100% employer match about $482,563 at 4% or $321,708 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$112,650$65,117$21,706iApproximate average salary by contribution assumption: employee only about $542,642 at 4% or $361,761 at 6%; with 50% employer match about $361,761 at 4% or $241,174 at 6%; with 100% employer match about $271,321 at 4% or $180,881 at 6%.
200812$19,676$21,335$10,668iApproximate average salary by contribution assumption: employee only about $266,688 at 4% or $177,792 at 6%; with 50% employer match about $177,792 at 4% or $118,528 at 6%; with 100% employer match about $133,344 at 4% or $88,896 at 6%.
Central Coast Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$19,676$21,335$10,668iApproximate average salary by contribution assumption: employee only about $266,688 at 4% or $177,792 at 6%; with 50% employer match about $177,792 at 4% or $118,528 at 6%; with 100% employer match about $133,344 at 4% or $88,896 at 6%.