Civic Intelligence

Engel Wealth Planning Group

Plan context: Engel Wealth Planning Group 401(K) Profit Sharing Plan

EIN 26-0422593 • Irvine, CA • 17 filings • 3 plans

9841 Irvine Ctr DrSuite # 130Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,438,866

2024 Contributions

$87,111

Historical Graphs

Total Assets Over Time

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

$1,647,314$823,657$0200820162024YearValue
$1,438,866Latest year 2024

Participants Over Time

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

740200820162024YearValue
6Latest 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
202416$1,438,866$87,111$14,519iApproximate average salary by contribution assumption: employee only about $362,963 at 4% or $241,975 at 6%; with 50% employer match about $241,975 at 4% or $161,317 at 6%; with 100% employer match about $181,481 at 4% or $120,988 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-6$1,438,866$87,111$14,519iApproximate average salary by contribution assumption: employee only about $362,963 at 4% or $241,975 at 6%; with 50% employer match about $241,975 at 4% or $161,317 at 6%; with 100% employer match about $181,481 at 4% or $120,988 at 6%.
202317$1,292,393$136,558$19,508iApproximate average salary by contribution assumption: employee only about $487,707 at 4% or $325,138 at 6%; with 50% employer match about $325,138 at 4% or $216,759 at 6%; with 100% employer match about $243,854 at 4% or $162,569 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-7$1,292,393$136,558$19,508iApproximate average salary by contribution assumption: employee only about $487,707 at 4% or $325,138 at 6%; with 50% employer match about $325,138 at 4% or $216,759 at 6%; with 100% employer match about $243,854 at 4% or $162,569 at 6%.
202216$1,086,403$125,166$20,861iApproximate average salary by contribution assumption: employee only about $521,525 at 4% or $347,683 at 6%; with 50% employer match about $347,683 at 4% or $231,789 at 6%; with 100% employer match about $260,763 at 4% or $173,842 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-6$1,086,403$125,166$20,861iApproximate average salary by contribution assumption: employee only about $521,525 at 4% or $347,683 at 6%; with 50% employer match about $347,683 at 4% or $231,789 at 6%; with 100% employer match about $260,763 at 4% or $173,842 at 6%.
202116$1,647,314$118,330$19,722iApproximate average salary by contribution assumption: employee only about $493,042 at 4% or $328,694 at 6%; with 50% employer match about $328,694 at 4% or $219,130 at 6%; with 100% employer match about $246,521 at 4% or $164,347 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-6$1,647,314$118,330$19,722iApproximate average salary by contribution assumption: employee only about $493,042 at 4% or $328,694 at 6%; with 50% employer match about $328,694 at 4% or $219,130 at 6%; with 100% employer match about $246,521 at 4% or $164,347 at 6%.
202016$1,313,062$97,937$16,323iApproximate average salary by contribution assumption: employee only about $408,071 at 4% or $272,047 at 6%; with 50% employer match about $272,047 at 4% or $181,365 at 6%; with 100% employer match about $204,035 at 4% or $136,024 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-6$1,313,062$97,937$16,323iApproximate average salary by contribution assumption: employee only about $408,071 at 4% or $272,047 at 6%; with 50% employer match about $272,047 at 4% or $181,365 at 6%; with 100% employer match about $204,035 at 4% or $136,024 at 6%.
201915$1,002,895$119,270$23,854iApproximate average salary by contribution assumption: employee only about $596,350 at 4% or $397,567 at 6%; with 50% employer match about $397,567 at 4% or $265,044 at 6%; with 100% employer match about $298,175 at 4% or $198,783 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-5$1,002,895$119,270$23,854iApproximate average salary by contribution assumption: employee only about $596,350 at 4% or $397,567 at 6%; with 50% employer match about $397,567 at 4% or $265,044 at 6%; with 100% employer match about $298,175 at 4% or $198,783 at 6%.
201815$687,596$72,051$14,410iApproximate average salary by contribution assumption: employee only about $360,255 at 4% or $240,170 at 6%; with 50% employer match about $240,170 at 4% or $160,113 at 6%; with 100% employer match about $180,128 at 4% or $120,085 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-5$687,596$72,051$14,410iApproximate average salary by contribution assumption: employee only about $360,255 at 4% or $240,170 at 6%; with 50% employer match about $240,170 at 4% or $160,113 at 6%; with 100% employer match about $180,128 at 4% or $120,085 at 6%.
201715$659,558$57,814$11,563iApproximate average salary by contribution assumption: employee only about $289,070 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,476 at 6%; with 100% employer match about $144,535 at 4% or $96,357 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-5$659,558$57,814$11,563iApproximate average salary by contribution assumption: employee only about $289,070 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,476 at 6%; with 100% employer match about $144,535 at 4% or $96,357 at 6%.
201616$557,464$41,076$6,846iApproximate average salary by contribution assumption: employee only about $171,150 at 4% or $114,100 at 6%; with 50% employer match about $114,100 at 4% or $76,067 at 6%; with 100% employer match about $85,575 at 4% or $57,050 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-6$557,464$41,076$6,846iApproximate average salary by contribution assumption: employee only about $171,150 at 4% or $114,100 at 6%; with 50% employer match about $114,100 at 4% or $76,067 at 6%; with 100% employer match about $85,575 at 4% or $57,050 at 6%.
201516$477,300$39,751$6,625iApproximate average salary by contribution assumption: employee only about $165,629 at 4% or $110,419 at 6%; with 50% employer match about $110,419 at 4% or $73,613 at 6%; with 100% employer match about $82,815 at 4% or $55,210 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-6$477,300$39,751$6,625iApproximate average salary by contribution assumption: employee only about $165,629 at 4% or $110,419 at 6%; with 50% employer match about $110,419 at 4% or $73,613 at 6%; with 100% employer match about $82,815 at 4% or $55,210 at 6%.
201415$443,814$148,016$29,603iApproximate average salary by contribution assumption: employee only about $740,080 at 4% or $493,387 at 6%; with 50% employer match about $493,387 at 4% or $328,924 at 6%; with 100% employer match about $370,040 at 4% or $246,693 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-5$443,814$148,016$29,603iApproximate average salary by contribution assumption: employee only about $740,080 at 4% or $493,387 at 6%; with 50% employer match about $493,387 at 4% or $328,924 at 6%; with 100% employer match about $370,040 at 4% or $246,693 at 6%.
201315$276,064$154,820$30,964iApproximate average salary by contribution assumption: employee only about $774,100 at 4% or $516,067 at 6%; with 50% employer match about $516,067 at 4% or $344,044 at 6%; with 100% employer match about $387,050 at 4% or $258,033 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-5$276,064$154,820$30,964iApproximate average salary by contribution assumption: employee only about $774,100 at 4% or $516,067 at 6%; with 50% employer match about $516,067 at 4% or $344,044 at 6%; with 100% employer match about $387,050 at 4% or $258,033 at 6%.
201213$92,090$19,388$6,463iApproximate average salary by contribution assumption: employee only about $161,567 at 4% or $107,711 at 6%; with 50% employer match about $107,711 at 4% or $71,807 at 6%; with 100% employer match about $80,783 at 4% or $53,856 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-3$92,090$19,388$6,463iApproximate average salary by contribution assumption: employee only about $161,567 at 4% or $107,711 at 6%; with 50% employer match about $107,711 at 4% or $71,807 at 6%; with 100% employer match about $80,783 at 4% or $53,856 at 6%.
201113$62,643$4,221$1,407iApproximate average salary by contribution assumption: employee only about $35,175 at 4% or $23,450 at 6%; with 50% employer match about $23,450 at 4% or $15,633 at 6%; with 100% employer match about $17,588 at 4% or $11,725 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-3$62,643$4,221$1,407iApproximate average salary by contribution assumption: employee only about $35,175 at 4% or $23,450 at 6%; with 50% employer match about $23,450 at 4% or $15,633 at 6%; with 100% employer match about $17,588 at 4% or $11,725 at 6%.
201014$103,535$13,342$3,336iApproximate average salary by contribution assumption: employee only about $83,388 at 4% or $55,592 at 6%; with 50% employer match about $55,592 at 4% or $37,061 at 6%; with 100% employer match about $41,694 at 4% or $27,796 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-4$103,535$13,342$3,336iApproximate average salary by contribution assumption: employee only about $83,388 at 4% or $55,592 at 6%; with 50% employer match about $55,592 at 4% or $37,061 at 6%; with 100% employer match about $41,694 at 4% or $27,796 at 6%.
200914$80,574$15,058$3,765iApproximate average salary by contribution assumption: employee only about $94,113 at 4% or $62,742 at 6%; with 50% employer match about $62,742 at 4% or $41,828 at 6%; with 100% employer match about $47,056 at 4% or $31,371 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-4$80,574$15,058$3,765iApproximate average salary by contribution assumption: employee only about $94,113 at 4% or $62,742 at 6%; with 50% employer match about $62,742 at 4% or $41,828 at 6%; with 100% employer match about $47,056 at 4% or $31,371 at 6%.
200813$51,292$69,452$23,151iApproximate average salary by contribution assumption: employee only about $578,767 at 4% or $385,844 at 6%; with 50% employer match about $385,844 at 4% or $257,230 at 6%; with 100% employer match about $289,383 at 4% or $192,922 at 6%.
Engel Wealth Planning Group 401(K) Profit Sharing Plan-3$51,292$69,452$23,151iApproximate average salary by contribution assumption: employee only about $578,767 at 4% or $385,844 at 6%; with 50% employer match about $385,844 at 4% or $257,230 at 6%; with 100% employer match about $289,383 at 4% or $192,922 at 6%.
Engel Wealth Planning Group | EIN 26-0422593 | 2024 Form 5500 Company Profile