Civic Intelligence

California Advisors LLC

Plan context: California Advisors LLC Cash Balance Plan

EIN 27-4343902 • Sacramento, CA • 32 filings • 10 plans

915 L Street, Suite 1270Sacramento, CA 95814
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,691,254

2025 Contributions

$148,203

Historical Graphs

Total Assets Over Time

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

$4,815,217$2,407,609$0201120182025YearValue
$3,691,254Latest year 2025

Participants Over Time

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

1260201120182025YearValue
6Latest year 2025

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
202526$3,691,254$148,203$24,701iApproximate average salary by contribution assumption: employee only about $617,513 at 4% or $411,675 at 6%; with 50% employer match about $411,675 at 4% or $274,450 at 6%; with 100% employer match about $308,756 at 4% or $205,838 at 6%.
California Advisors LLC Cash Balance Plan-5$2,038,235$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%.
California Advisors LLC 401(K) Profit Sharing Plan-6$1,653,019$98,203$16,367iApproximate average salary by contribution assumption: employee only about $409,179 at 4% or $272,786 at 6%; with 50% employer match about $272,786 at 4% or $181,857 at 6%; with 100% employer match about $204,590 at 4% or $136,393 at 6%.
202428$4,018,341$195,802$24,475iApproximate average salary by contribution assumption: employee only about $611,881 at 4% or $407,921 at 6%; with 50% employer match about $407,921 at 4% or $271,947 at 6%; with 100% employer match about $305,941 at 4% or $203,960 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-8$2,020,756$170,502$21,313iApproximate average salary by contribution assumption: employee only about $532,819 at 4% or $355,213 at 6%; with 50% employer match about $355,213 at 4% or $236,808 at 6%; with 100% employer match about $266,409 at 4% or $177,606 at 6%.
California Advisors LLC Cash Balance Plan-7$1,997,585$25,300$3,614iApproximate average salary by contribution assumption: employee only about $90,357 at 4% or $60,238 at 6%; with 50% employer match about $60,238 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.
202327$3,374,535$472,673$67,525iApproximate average salary by contribution assumption: employee only about $1,688,118 at 4% or $1,125,412 at 6%; with 50% employer match about $1,125,412 at 4% or $750,275 at 6%; with 100% employer match about $844,059 at 4% or $562,706 at 6%.
California Advisors LLC Cash Balance Plan-7$1,743,875$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-7$1,630,660$272,673$38,953iApproximate average salary by contribution assumption: employee only about $973,832 at 4% or $649,221 at 6%; with 50% employer match about $649,221 at 4% or $432,814 at 6%; with 100% employer match about $486,916 at 4% or $324,611 at 6%.
202228$2,482,477$343,885$42,986iApproximate average salary by contribution assumption: employee only about $1,074,641 at 4% or $716,427 at 6%; with 50% employer match about $716,427 at 4% or $477,618 at 6%; with 100% employer match about $537,320 at 4% or $358,214 at 6%.
California Advisors LLC Cash Balance Plan-8$1,326,866$102,200$12,775iApproximate average salary by contribution assumption: employee only about $319,375 at 4% or $212,917 at 6%; with 50% employer match about $212,917 at 4% or $141,944 at 6%; with 100% employer match about $159,688 at 4% or $106,458 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-8$1,155,611$241,685$30,211iApproximate average salary by contribution assumption: employee only about $755,266 at 4% or $503,510 at 6%; with 50% employer match about $503,510 at 4% or $335,674 at 6%; with 100% employer match about $377,633 at 4% or $251,755 at 6%.
202128$2,555,270$328,940$41,118iApproximate average salary by contribution assumption: employee only about $1,027,938 at 4% or $685,292 at 6%; with 50% employer match about $685,292 at 4% or $456,861 at 6%; with 100% employer match about $513,969 at 4% or $342,646 at 6%.
California Advisors LLC Cash Balance Plan-8$1,467,000$102,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-8$1,088,270$226,940$28,368iApproximate average salary by contribution assumption: employee only about $709,188 at 4% or $472,792 at 6%; with 50% employer match about $472,792 at 4% or $315,194 at 6%; with 100% employer match about $354,594 at 4% or $236,396 at 6%.
202029$4,815,217$228,527$25,392iApproximate average salary by contribution assumption: employee only about $634,797 at 4% or $423,198 at 6%; with 50% employer match about $423,198 at 4% or $282,132 at 6%; with 100% employer match about $317,399 at 4% or $211,599 at 6%.
California Advisors LLC Cash Balance Plan-9$2,807,726$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-9$2,007,491$148,527$16,503iApproximate average salary by contribution assumption: employee only about $412,575 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,367 at 6%; with 100% employer match about $206,288 at 4% or $137,525 at 6%.
201926$3,933,909$847,789$141,298iApproximate average salary by contribution assumption: employee only about $3,532,454 at 4% or $2,354,969 at 6%; with 50% employer match about $2,354,969 at 4% or $1,569,980 at 6%; with 100% employer match about $1,766,227 at 4% or $1,177,485 at 6%.
California Advisors LLC Cash Balance Plan-6$2,372,812$231,000$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-6$1,561,097$616,789$102,798iApproximate average salary by contribution assumption: employee only about $2,569,954 at 4% or $1,713,303 at 6%; with 50% employer match about $1,713,303 at 4% or $1,142,202 at 6%; with 100% employer match about $1,284,977 at 4% or $856,651 at 6%.
201828$2,560,282$360,653$45,082iApproximate average salary by contribution assumption: employee only about $1,127,041 at 4% or $751,360 at 6%; with 50% employer match about $751,360 at 4% or $500,907 at 6%; with 100% employer match about $563,520 at 4% or $375,680 at 6%.
California Advisors LLC Cash Balance Plan-6$1,809,502$232,000$38,667iApproximate average salary by contribution assumption: employee only about $966,667 at 4% or $644,444 at 6%; with 50% employer match about $644,444 at 4% or $429,630 at 6%; with 100% employer match about $483,333 at 4% or $322,222 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-8$750,780$128,653$16,082iApproximate average salary by contribution assumption: employee only about $402,041 at 4% or $268,027 at 6%; with 50% employer match about $268,027 at 4% or $178,685 at 6%; with 100% employer match about $201,020 at 4% or $134,014 at 6%.
2017211$4,044,095$682,154$62,014iApproximate average salary by contribution assumption: employee only about $1,550,350 at 4% or $1,033,567 at 6%; with 50% employer match about $1,033,567 at 4% or $689,044 at 6%; with 100% employer match about $775,175 at 4% or $516,783 at 6%.
California Advisors LLC Cash Balance Plan-9$2,857,713$465,050$51,672iApproximate average salary by contribution assumption: employee only about $1,291,806 at 4% or $861,204 at 6%; with 50% employer match about $861,204 at 4% or $574,136 at 6%; with 100% employer match about $645,903 at 4% or $430,602 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-11$1,186,382$217,104$19,737iApproximate average salary by contribution assumption: employee only about $493,418 at 4% or $328,945 at 6%; with 50% employer match about $328,945 at 4% or $219,297 at 6%; with 100% employer match about $246,709 at 4% or $164,473 at 6%.
2016212$2,927,771$724,395$60,366iApproximate average salary by contribution assumption: employee only about $1,509,156 at 4% or $1,006,104 at 6%; with 50% employer match about $1,006,104 at 4% or $670,736 at 6%; with 100% employer match about $754,578 at 4% or $503,052 at 6%.
California Advisors LLC Cash Balance Plan-7$2,092,649$535,050$76,436iApproximate average salary by contribution assumption: employee only about $1,910,893 at 4% or $1,273,929 at 6%; with 50% employer match about $1,273,929 at 4% or $849,286 at 6%; with 100% employer match about $955,446 at 4% or $636,964 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-12$835,122$189,345$15,779iApproximate average salary by contribution assumption: employee only about $394,469 at 4% or $262,979 at 6%; with 50% employer match about $262,979 at 4% or $175,319 at 6%; with 100% employer match about $197,234 at 4% or $131,490 at 6%.
2015310$2,270,708$842,138$84,214iApproximate average salary by contribution assumption: employee only about $2,105,345 at 4% or $1,403,563 at 6%; with 50% employer match about $1,403,563 at 4% or $935,709 at 6%; with 100% employer match about $1,052,673 at 4% or $701,782 at 6%.
California Advisors LLC Cash Balance Plan-6$1,474,645$535,050$89,175iApproximate average salary by contribution assumption: employee only about $2,229,375 at 4% or $1,486,250 at 6%; with 50% employer match about $1,486,250 at 4% or $990,833 at 6%; with 100% employer match about $1,114,688 at 4% or $743,125 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-10$646,592$157,617$15,762iApproximate average salary by contribution assumption: employee only about $394,043 at 4% or $262,695 at 6%; with 50% employer match about $262,695 at 4% or $175,130 at 6%; with 100% employer match about $197,021 at 4% or $131,348 at 6%.
California Advisors LLC Cash Balance Plan-3$149,471$149,471$49,824iApproximate average salary by contribution assumption: employee only about $1,245,592 at 4% or $830,394 at 6%; with 50% employer match about $830,394 at 4% or $553,596 at 6%; with 100% employer match about $622,796 at 4% or $415,197 at 6%.
2014211$1,387,727$530,164$48,197iApproximate average salary by contribution assumption: employee only about $1,204,918 at 4% or $803,279 at 6%; with 50% employer match about $803,279 at 4% or $535,519 at 6%; with 100% employer match about $602,459 at 4% or $401,639 at 6%.
California Advisors LLC Cash Balance Plan-7$937,948$384,000$54,857iApproximate average salary by contribution assumption: employee only about $1,371,429 at 4% or $914,286 at 6%; with 50% employer match about $914,286 at 4% or $609,524 at 6%; with 100% employer match about $685,714 at 4% or $457,143 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-11$449,779$146,164$13,288iApproximate average salary by contribution assumption: employee only about $332,191 at 4% or $221,461 at 6%; with 50% employer match about $221,461 at 4% or $147,640 at 6%; with 100% employer match about $166,095 at 4% or $110,730 at 6%.
201325$837,360$288,106$57,621iApproximate average salary by contribution assumption: employee only about $1,440,530 at 4% or $960,353 at 6%; with 50% employer match about $960,353 at 4% or $640,236 at 6%; with 100% employer match about $720,265 at 4% or $480,177 at 6%.
California Advisors LLC Cash Balance Plan-3$535,151$190,200$63,400iApproximate average salary by contribution assumption: employee only about $1,585,000 at 4% or $1,056,667 at 6%; with 50% employer match about $1,056,667 at 4% or $704,444 at 6%; with 100% employer match about $792,500 at 4% or $528,333 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-5$302,209$97,906$19,581iApproximate average salary by contribution assumption: employee only about $489,530 at 4% or $326,353 at 6%; with 50% employer match about $326,353 at 4% or $217,569 at 6%; with 100% employer match about $244,765 at 4% or $163,177 at 6%.
201234$793,381$406,474$101,619iApproximate average salary by contribution assumption: employee only about $2,540,463 at 4% or $1,693,642 at 6%; with 50% employer match about $1,693,642 at 4% or $1,129,094 at 6%; with 100% employer match about $1,270,231 at 4% or $846,821 at 6%.
California Advisors LLC Cash Balance Plan-3$306,460$151,614$50,538iApproximate average salary by contribution assumption: employee only about $1,263,450 at 4% or $842,300 at 6%; with 50% employer match about $842,300 at 4% or $561,533 at 6%; with 100% employer match about $631,725 at 4% or $421,150 at 6%.
California Advisors LLC Cash Balance Plan-3$306,460$151,614$50,538iApproximate average salary by contribution assumption: employee only about $1,263,450 at 4% or $842,300 at 6%; with 50% employer match about $842,300 at 4% or $561,533 at 6%; with 100% employer match about $631,725 at 4% or $421,150 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-4$180,461$103,246$25,812iApproximate average salary by contribution assumption: employee only about $645,288 at 4% or $430,192 at 6%; with 50% employer match about $430,192 at 4% or $286,794 at 6%; with 100% employer match about $322,644 at 4% or $215,096 at 6%.
201124$222,886$222,886$55,722iApproximate average salary by contribution assumption: employee only about $1,393,038 at 4% or $928,692 at 6%; with 50% employer match about $928,692 at 4% or $619,128 at 6%; with 100% employer match about $696,519 at 4% or $464,346 at 6%.
California Advisors LLC Cash Balance Plan-3$149,471$149,471$49,824iApproximate average salary by contribution assumption: employee only about $1,245,592 at 4% or $830,394 at 6%; with 50% employer match about $830,394 at 4% or $553,596 at 6%; with 100% employer match about $622,796 at 4% or $415,197 at 6%.
California Advisors LLC 401(K) Profit Sharing Plan-4$73,415$73,415$18,354iApproximate average salary by contribution assumption: employee only about $458,844 at 4% or $305,896 at 6%; with 50% employer match about $305,896 at 4% or $203,931 at 6%; with 100% employer match about $229,422 at 4% or $152,948 at 6%.