Civic Intelligence

Integrity Wealth Management (Integrity Financial Planning Inc.)

Plan context: Integrity Wealth Management

EIN 32-0044172 • Newport Beach, CA • 4 filings • 4 plans

3991 Macarthur Blvd Ste 215Newport Beach, CA 92660-3048
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$78,333

2025 Contributions

$33,875

Historical Graphs

Total Assets Over Time

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

$78,333$39,167$020082025YearValue
$78,333Latest year 2025

Participants Over Time

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

320200820242025YearValue
2Latest 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
202512$78,333$33,875$16,938iApproximate average salary by contribution assumption: employee only about $423,438 at 4% or $282,292 at 6%; with 50% employer match about $282,292 at 4% or $188,194 at 6%; with 100% employer match about $211,719 at 4% or $141,146 at 6%.
Integrity Wealth Management-2$78,333$33,875$16,938iApproximate average salary by contribution assumption: employee only about $423,438 at 4% or $282,292 at 6%; with 50% employer match about $282,292 at 4% or $188,194 at 6%; with 100% employer match about $211,719 at 4% or $141,146 at 6%.
202413$0$0-
Integrity Wealth Management-3---
200910$0$13,168-
Integrity Wealth Management-0$0$13,168-
200813$31,168$47,159$15,720iApproximate average salary by contribution assumption: employee only about $392,992 at 4% or $261,994 at 6%; with 50% employer match about $261,994 at 4% or $174,663 at 6%; with 100% employer match about $196,496 at 4% or $130,997 at 6%.
Integrity Wealth Management-3$31,168$47,159$15,720iApproximate average salary by contribution assumption: employee only about $392,992 at 4% or $261,994 at 6%; with 50% employer match about $261,994 at 4% or $174,663 at 6%; with 100% employer match about $196,496 at 4% or $130,997 at 6%.