Civic Intelligence

Cole & Company Wealth Management Solutions Inc.

Plan context: Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan

EIN 26-0022019 • Orange, CA • 12 filings • 2 plans

1420 E. Chapman AveOrange, CA 92866
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,006,445

2024 Contributions

$64,315

Historical Graphs

Total Assets Over Time

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

$1,006,445$503,223$0201320192024YearValue
$1,006,445Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$1,006,445$64,315$21,438iApproximate average salary by contribution assumption: employee only about $535,958 at 4% or $357,306 at 6%; with 50% employer match about $357,306 at 4% or $238,204 at 6%; with 100% employer match about $267,979 at 4% or $178,653 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$1,006,445$64,315$21,438iApproximate average salary by contribution assumption: employee only about $535,958 at 4% or $357,306 at 6%; with 50% employer match about $357,306 at 4% or $238,204 at 6%; with 100% employer match about $267,979 at 4% or $178,653 at 6%.
202313$811,255$63,707$21,236iApproximate average salary by contribution assumption: employee only about $530,892 at 4% or $353,928 at 6%; with 50% employer match about $353,928 at 4% or $235,952 at 6%; with 100% employer match about $265,446 at 4% or $176,964 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$811,255$63,707$21,236iApproximate average salary by contribution assumption: employee only about $530,892 at 4% or $353,928 at 6%; with 50% employer match about $353,928 at 4% or $235,952 at 6%; with 100% employer match about $265,446 at 4% or $176,964 at 6%.
202213$611,386$64,464$21,488iApproximate average salary by contribution assumption: employee only about $537,200 at 4% or $358,133 at 6%; with 50% employer match about $358,133 at 4% or $238,756 at 6%; with 100% employer match about $268,600 at 4% or $179,067 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$611,386$64,464$21,488iApproximate average salary by contribution assumption: employee only about $537,200 at 4% or $358,133 at 6%; with 50% employer match about $358,133 at 4% or $238,756 at 6%; with 100% employer match about $268,600 at 4% or $179,067 at 6%.
202113$745,035$82,470$27,490iApproximate average salary by contribution assumption: employee only about $687,250 at 4% or $458,167 at 6%; with 50% employer match about $458,167 at 4% or $305,444 at 6%; with 100% employer match about $343,625 at 4% or $229,083 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$745,035$82,470$27,490iApproximate average salary by contribution assumption: employee only about $687,250 at 4% or $458,167 at 6%; with 50% employer match about $458,167 at 4% or $305,444 at 6%; with 100% employer match about $343,625 at 4% or $229,083 at 6%.
202013$550,301$50,602$16,867iApproximate average salary by contribution assumption: employee only about $421,683 at 4% or $281,122 at 6%; with 50% employer match about $281,122 at 4% or $187,415 at 6%; with 100% employer match about $210,842 at 4% or $140,561 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$550,301$50,602$16,867iApproximate average salary by contribution assumption: employee only about $421,683 at 4% or $281,122 at 6%; with 50% employer match about $281,122 at 4% or $187,415 at 6%; with 100% employer match about $210,842 at 4% or $140,561 at 6%.
201913$426,826$56,079$18,693iApproximate average salary by contribution assumption: employee only about $467,325 at 4% or $311,550 at 6%; with 50% employer match about $311,550 at 4% or $207,700 at 6%; with 100% employer match about $233,663 at 4% or $155,775 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$426,826$56,079$18,693iApproximate average salary by contribution assumption: employee only about $467,325 at 4% or $311,550 at 6%; with 50% employer match about $311,550 at 4% or $207,700 at 6%; with 100% employer match about $233,663 at 4% or $155,775 at 6%.
201813$397,238$45,041$15,014iApproximate average salary by contribution assumption: employee only about $375,342 at 4% or $250,228 at 6%; with 50% employer match about $250,228 at 4% or $166,819 at 6%; with 100% employer match about $187,671 at 4% or $125,114 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$397,238$45,041$15,014iApproximate average salary by contribution assumption: employee only about $375,342 at 4% or $250,228 at 6%; with 50% employer match about $250,228 at 4% or $166,819 at 6%; with 100% employer match about $187,671 at 4% or $125,114 at 6%.
201713$373,584$43,893$14,631iApproximate average salary by contribution assumption: employee only about $365,775 at 4% or $243,850 at 6%; with 50% employer match about $243,850 at 4% or $162,567 at 6%; with 100% employer match about $182,888 at 4% or $121,925 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$373,584$43,893$14,631iApproximate average salary by contribution assumption: employee only about $365,775 at 4% or $243,850 at 6%; with 50% employer match about $243,850 at 4% or $162,567 at 6%; with 100% employer match about $182,888 at 4% or $121,925 at 6%.
201613$274,529$40,782$13,594iApproximate average salary by contribution assumption: employee only about $339,850 at 4% or $226,567 at 6%; with 50% employer match about $226,567 at 4% or $151,044 at 6%; with 100% employer match about $169,925 at 4% or $113,283 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$274,529$40,782$13,594iApproximate average salary by contribution assumption: employee only about $339,850 at 4% or $226,567 at 6%; with 50% employer match about $226,567 at 4% or $151,044 at 6%; with 100% employer match about $169,925 at 4% or $113,283 at 6%.
201513$212,681$40,362$13,454iApproximate average salary by contribution assumption: employee only about $336,350 at 4% or $224,233 at 6%; with 50% employer match about $224,233 at 4% or $149,489 at 6%; with 100% employer match about $168,175 at 4% or $112,117 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$212,681$40,362$13,454iApproximate average salary by contribution assumption: employee only about $336,350 at 4% or $224,233 at 6%; with 50% employer match about $224,233 at 4% or $149,489 at 6%; with 100% employer match about $168,175 at 4% or $112,117 at 6%.
201413$187,295$148,777$49,592iApproximate average salary by contribution assumption: employee only about $1,239,808 at 4% or $826,539 at 6%; with 50% employer match about $826,539 at 4% or $551,026 at 6%; with 100% employer match about $619,904 at 4% or $413,269 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$187,295$148,777$49,592iApproximate average salary by contribution assumption: employee only about $1,239,808 at 4% or $826,539 at 6%; with 50% employer match about $826,539 at 4% or $551,026 at 6%; with 100% employer match about $619,904 at 4% or $413,269 at 6%.
201313$38,163$38,163$12,721iApproximate average salary by contribution assumption: employee only about $318,025 at 4% or $212,017 at 6%; with 50% employer match about $212,017 at 4% or $141,344 at 6%; with 100% employer match about $159,013 at 4% or $106,008 at 6%.
Cole & Company Wealth Management Solutions Inc. 401(K) Profit Sharing Plan-3$38,163$38,163$12,721iApproximate average salary by contribution assumption: employee only about $318,025 at 4% or $212,017 at 6%; with 50% employer match about $212,017 at 4% or $141,344 at 6%; with 100% employer match about $159,013 at 4% or $106,008 at 6%.