Civic Intelligence

Nch Wealth Advisors Inc.

Plan context: Nch Wealth Advisors Inc. 401(K) P/S Plan

EIN 26-3199485 • Fullerton, CA • 5 filings • 2 plans

1661 E. Chapman Ave., Suite 2AFullerton, CA 92831
Current Snapshot

Latest Year

2012

2012 Participants

12

2012 Assets

$314,401

2012 Contributions

$23,361

Historical Graphs

Total Assets Over Time

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

$314,401$157,201$0200820102012YearValue
$314,401Latest year 2012

Participants Over Time

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

1680200820102012YearValue
12Latest year 2012

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
2012112$314,401$23,361$1,947iApproximate average salary by contribution assumption: employee only about $48,669 at 4% or $32,446 at 6%; with 50% employer match about $32,446 at 4% or $21,631 at 6%; with 100% employer match about $24,334 at 4% or $16,223 at 6%.
Nch Wealth Advisors Inc. 401(K) P/S Plan-12$314,401$23,361$1,947iApproximate average salary by contribution assumption: employee only about $48,669 at 4% or $32,446 at 6%; with 50% employer match about $32,446 at 4% or $21,631 at 6%; with 100% employer match about $24,334 at 4% or $16,223 at 6%.
2011116$264,478$31,222$1,951iApproximate average salary by contribution assumption: employee only about $48,784 at 4% or $32,523 at 6%; with 50% employer match about $32,523 at 4% or $21,682 at 6%; with 100% employer match about $24,392 at 4% or $16,261 at 6%.
Nch Wealth Advisors Inc. 401(K) P/S Plan-16$264,478$31,222$1,951iApproximate average salary by contribution assumption: employee only about $48,784 at 4% or $32,523 at 6%; with 50% employer match about $32,523 at 4% or $21,682 at 6%; with 100% employer match about $24,392 at 4% or $16,261 at 6%.
2010114$243,444$33,765$2,412iApproximate average salary by contribution assumption: employee only about $60,295 at 4% or $40,196 at 6%; with 50% employer match about $40,196 at 4% or $26,798 at 6%; with 100% employer match about $30,147 at 4% or $20,098 at 6%.
Nch Wealth Advisors Inc. 401(K) P/S Plan-14$243,444$33,765$2,412iApproximate average salary by contribution assumption: employee only about $60,295 at 4% or $40,196 at 6%; with 50% employer match about $40,196 at 4% or $26,798 at 6%; with 100% employer match about $30,147 at 4% or $20,098 at 6%.
2009113$185,687$61,098$4,700iApproximate average salary by contribution assumption: employee only about $117,496 at 4% or $78,331 at 6%; with 50% employer match about $78,331 at 4% or $52,221 at 6%; with 100% employer match about $58,748 at 4% or $39,165 at 6%.
Nch Wealth Advisors Inc. 401(K) P/S Plan-13$185,687$61,098$4,700iApproximate average salary by contribution assumption: employee only about $117,496 at 4% or $78,331 at 6%; with 50% employer match about $78,331 at 4% or $52,221 at 6%; with 100% employer match about $58,748 at 4% or $39,165 at 6%.
2008112$86,662$59,499$4,958iApproximate average salary by contribution assumption: employee only about $123,956 at 4% or $82,638 at 6%; with 50% employer match about $82,638 at 4% or $55,092 at 6%; with 100% employer match about $61,978 at 4% or $41,319 at 6%.
Nch Wealth Advisors Inc. 401(K) P/S Plan-12$86,662$59,499$4,958iApproximate average salary by contribution assumption: employee only about $123,956 at 4% or $82,638 at 6%; with 50% employer match about $82,638 at 4% or $55,092 at 6%; with 100% employer match about $61,978 at 4% or $41,319 at 6%.