Civic Intelligence

Puplava Financial Services Inc.

Plan context: Pfs Retirement Plan

EIN 33-0086182 • San Diego, CA • 35 filings • 5 plans

10809 Thornmint Rd, 2nd Fl.San Diego, CA 92127
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,845,908

2024 Contributions

$135,435

Historical Graphs

Total Assets Over Time

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

$5,012,172$2,506,086$0199920122024YearValue
$1,845,908Latest year 2024

Participants Over Time

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

24120199920122024YearValue
17Latest 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
2024117$1,845,908$135,435$7,967iApproximate average salary by contribution assumption: employee only about $199,169 at 4% or $132,779 at 6%; with 50% employer match about $132,779 at 4% or $88,520 at 6%; with 100% employer match about $99,585 at 4% or $66,390 at 6%.
Pfs Retirement Plan-17$1,845,908$135,435$7,967iApproximate average salary by contribution assumption: employee only about $199,169 at 4% or $132,779 at 6%; with 50% employer match about $132,779 at 4% or $88,520 at 6%; with 100% employer match about $99,585 at 4% or $66,390 at 6%.
2023124$1,562,607$232,476$9,687iApproximate average salary by contribution assumption: employee only about $242,163 at 4% or $161,442 at 6%; with 50% employer match about $161,442 at 4% or $107,628 at 6%; with 100% employer match about $121,081 at 4% or $80,721 at 6%.
Pfs Retirement Plan-24$1,562,607$232,476$9,687iApproximate average salary by contribution assumption: employee only about $242,163 at 4% or $161,442 at 6%; with 50% employer match about $161,442 at 4% or $107,628 at 6%; with 100% employer match about $121,081 at 4% or $80,721 at 6%.
2022124$1,834,888$177,914$7,413iApproximate average salary by contribution assumption: employee only about $185,327 at 4% or $123,551 at 6%; with 50% employer match about $123,551 at 4% or $82,368 at 6%; with 100% employer match about $92,664 at 4% or $61,776 at 6%.
Pfs Retirement Plan-24$1,834,888$177,914$7,413iApproximate average salary by contribution assumption: employee only about $185,327 at 4% or $123,551 at 6%; with 50% employer match about $123,551 at 4% or $82,368 at 6%; with 100% employer match about $92,664 at 4% or $61,776 at 6%.
2021124$2,008,526$169,183$7,049iApproximate average salary by contribution assumption: employee only about $176,232 at 4% or $117,488 at 6%; with 50% employer match about $117,488 at 4% or $78,325 at 6%; with 100% employer match about $88,116 at 4% or $58,744 at 6%.
Pfs Retirement Plan-24$2,008,526$169,183$7,049iApproximate average salary by contribution assumption: employee only about $176,232 at 4% or $117,488 at 6%; with 50% employer match about $117,488 at 4% or $78,325 at 6%; with 100% employer match about $88,116 at 4% or $58,744 at 6%.
2020122$1,889,855$289,755$13,171iApproximate average salary by contribution assumption: employee only about $329,267 at 4% or $219,511 at 6%; with 50% employer match about $219,511 at 4% or $146,341 at 6%; with 100% employer match about $164,634 at 4% or $109,756 at 6%.
Pfs Retirement Plan-22$1,889,855$289,755$13,171iApproximate average salary by contribution assumption: employee only about $329,267 at 4% or $219,511 at 6%; with 50% employer match about $219,511 at 4% or $146,341 at 6%; with 100% employer match about $164,634 at 4% or $109,756 at 6%.
2019221$1,467,398$193,293$9,204iApproximate average salary by contribution assumption: employee only about $230,111 at 4% or $153,407 at 6%; with 50% employer match about $153,407 at 4% or $102,271 at 6%; with 100% employer match about $115,055 at 4% or $76,704 at 6%.
Pfs Retirement Plan-21$1,467,398$193,293$9,204iApproximate average salary by contribution assumption: employee only about $230,111 at 4% or $153,407 at 6%; with 50% employer match about $153,407 at 4% or $102,271 at 6%; with 100% employer match about $115,055 at 4% or $76,704 at 6%.
FINANCIAL SENSE ADVISORS, INC. DEFINED BENEFIT PLAN-0$0--
2018219$3,025,894$253,468$13,340iApproximate average salary by contribution assumption: employee only about $333,511 at 4% or $222,340 at 6%; with 50% employer match about $222,340 at 4% or $148,227 at 6%; with 100% employer match about $166,755 at 4% or $111,170 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-7$1,773,378$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Pfs Retirement Plan-19$1,252,516$223,468$11,761iApproximate average salary by contribution assumption: employee only about $294,037 at 4% or $196,025 at 6%; with 50% employer match about $196,025 at 4% or $130,683 at 6%; with 100% employer match about $147,018 at 4% or $98,012 at 6%.
2017215$3,132,788$94,170$6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-6$1,971,684$0-
Pfs Retirement Plan-15$1,161,104$94,170$6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%.
2016213$2,708,784$102,245$7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-5$1,698,958$0-
Pfs Retirement Plan-13$1,009,826$102,245$7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%.
2015211$2,515,392$524,377$47,671iApproximate average salary by contribution assumption: employee only about $1,191,766 at 4% or $794,511 at 6%; with 50% employer match about $794,511 at 4% or $529,674 at 6%; with 100% employer match about $595,883 at 4% or $397,255 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-5$1,550,677$426,000$85,200iApproximate average salary by contribution assumption: employee only about $2,130,000 at 4% or $1,420,000 at 6%; with 50% employer match about $1,420,000 at 4% or $946,667 at 6%; with 100% employer match about $1,065,000 at 4% or $710,000 at 6%.
Pfs Retirement Plan-11$964,715$98,377$8,943iApproximate average salary by contribution assumption: employee only about $223,584 at 4% or $149,056 at 6%; with 50% employer match about $149,056 at 4% or $99,371 at 6%; with 100% employer match about $111,792 at 4% or $74,528 at 6%.
2014212$2,153,893$456,365$38,030iApproximate average salary by contribution assumption: employee only about $950,760 at 4% or $633,840 at 6%; with 50% employer match about $633,840 at 4% or $422,560 at 6%; with 100% employer match about $475,380 at 4% or $316,920 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-4$1,226,219$374,000$93,500iApproximate average salary by contribution assumption: employee only about $2,337,500 at 4% or $1,558,333 at 6%; with 50% employer match about $1,558,333 at 4% or $1,038,889 at 6%; with 100% employer match about $1,168,750 at 4% or $779,167 at 6%.
Pfs Retirement Plan-12$927,674$82,365$6,864iApproximate average salary by contribution assumption: employee only about $171,594 at 4% or $114,396 at 6%; with 50% employer match about $114,396 at 4% or $76,264 at 6%; with 100% employer match about $85,797 at 4% or $57,198 at 6%.
2013212$1,860,000$496,668$41,389iApproximate average salary by contribution assumption: employee only about $1,034,725 at 4% or $689,817 at 6%; with 50% employer match about $689,817 at 4% or $459,878 at 6%; with 100% employer match about $517,363 at 4% or $344,908 at 6%.
Pfs Retirement Plan-12$1,019,479$96,668$8,056iApproximate average salary by contribution assumption: employee only about $201,392 at 4% or $134,261 at 6%; with 50% employer match about $134,261 at 4% or $89,507 at 6%; with 100% employer match about $100,696 at 4% or $67,131 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-6$840,521$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
2012212$2,037,440$552,488$46,041iApproximate average salary by contribution assumption: employee only about $1,151,017 at 4% or $767,344 at 6%; with 50% employer match about $767,344 at 4% or $511,563 at 6%; with 100% employer match about $575,508 at 4% or $383,672 at 6%.
Pfs Retirement Plan-12$1,637,440$152,488$12,707iApproximate average salary by contribution assumption: employee only about $317,683 at 4% or $211,789 at 6%; with 50% employer match about $211,789 at 4% or $141,193 at 6%; with 100% employer match about $158,842 at 4% or $105,894 at 6%.
PUPLAVA FINANCIAL SERVICES DEFINED BENEFIT PLAN-5$400,000$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
2011111$2,198,904$122,851$11,168iApproximate average salary by contribution assumption: employee only about $279,207 at 4% or $186,138 at 6%; with 50% employer match about $186,138 at 4% or $124,092 at 6%; with 100% employer match about $139,603 at 4% or $93,069 at 6%.
Pfs Retirement Plan-11$2,198,904$122,851$11,168iApproximate average salary by contribution assumption: employee only about $279,207 at 4% or $186,138 at 6%; with 50% employer match about $186,138 at 4% or $124,092 at 6%; with 100% employer match about $139,603 at 4% or $93,069 at 6%.
2010110$2,985,626$127,670$12,767iApproximate average salary by contribution assumption: employee only about $319,175 at 4% or $212,783 at 6%; with 50% employer match about $212,783 at 4% or $141,856 at 6%; with 100% employer match about $159,588 at 4% or $106,392 at 6%.
Pfs Retirement Plan-10$2,985,626$127,670$12,767iApproximate average salary by contribution assumption: employee only about $319,175 at 4% or $212,783 at 6%; with 50% employer match about $212,783 at 4% or $141,856 at 6%; with 100% employer match about $159,588 at 4% or $106,392 at 6%.
2009111$2,577,075$101,157$9,196iApproximate average salary by contribution assumption: employee only about $229,902 at 4% or $153,268 at 6%; with 50% employer match about $153,268 at 4% or $102,179 at 6%; with 100% employer match about $114,951 at 4% or $76,634 at 6%.
Pfs Retirement Plan-11$2,577,075$101,157$9,196iApproximate average salary by contribution assumption: employee only about $229,902 at 4% or $153,268 at 6%; with 50% employer match about $153,268 at 4% or $102,179 at 6%; with 100% employer match about $114,951 at 4% or $76,634 at 6%.
2008111$1,299,151$85,618$7,783iApproximate average salary by contribution assumption: employee only about $194,586 at 4% or $129,724 at 6%; with 50% employer match about $129,724 at 4% or $86,483 at 6%; with 100% employer match about $97,293 at 4% or $64,862 at 6%.
Pfs Retirement Plan-11$1,299,151$85,618$7,783iApproximate average salary by contribution assumption: employee only about $194,586 at 4% or $129,724 at 6%; with 50% employer match about $129,724 at 4% or $86,483 at 6%; with 100% employer match about $97,293 at 4% or $64,862 at 6%.
2007112$2,560,023$52,089$4,341iApproximate average salary by contribution assumption: employee only about $108,519 at 4% or $72,346 at 6%; with 50% employer match about $72,346 at 4% or $48,231 at 6%; with 100% employer match about $54,259 at 4% or $36,173 at 6%.
Pfs Retirement Plan-12$2,560,023$52,089$4,341iApproximate average salary by contribution assumption: employee only about $108,519 at 4% or $72,346 at 6%; with 50% employer match about $72,346 at 4% or $48,231 at 6%; with 100% employer match about $54,259 at 4% or $36,173 at 6%.
2006112$5,012,172$78,705$6,559iApproximate average salary by contribution assumption: employee only about $163,969 at 4% or $109,313 at 6%; with 50% employer match about $109,313 at 4% or $72,875 at 6%; with 100% employer match about $81,984 at 4% or $54,656 at 6%.
Pfs Retirement Plan-12$5,012,172$78,705$6,559iApproximate average salary by contribution assumption: employee only about $163,969 at 4% or $109,313 at 6%; with 50% employer match about $109,313 at 4% or $72,875 at 6%; with 100% employer match about $81,984 at 4% or $54,656 at 6%.
2005111$4,418,829$448,999$40,818iApproximate average salary by contribution assumption: employee only about $1,020,452 at 4% or $680,302 at 6%; with 50% employer match about $680,302 at 4% or $453,534 at 6%; with 100% employer match about $510,226 at 4% or $340,151 at 6%.
Pfs Retirement Plan-11$4,418,829$448,999$40,818iApproximate average salary by contribution assumption: employee only about $1,020,452 at 4% or $680,302 at 6%; with 50% employer match about $680,302 at 4% or $453,534 at 6%; with 100% employer match about $510,226 at 4% or $340,151 at 6%.
2004210$1,748,387$1,793,354$179,335iApproximate average salary by contribution assumption: employee only about $4,483,385 at 4% or $2,988,923 at 6%; with 50% employer match about $2,988,923 at 4% or $1,992,616 at 6%; with 100% employer match about $2,241,693 at 4% or $1,494,462 at 6%.
Pfs Retirement Plan-10$1,748,387$1,793,354$179,335iApproximate average salary by contribution assumption: employee only about $4,483,385 at 4% or $2,988,923 at 6%; with 50% employer match about $2,988,923 at 4% or $1,992,616 at 6%; with 100% employer match about $2,241,693 at 4% or $1,494,462 at 6%.
Pfs Retirement Plan-0---
200319$251,994$28,667$3,185iApproximate average salary by contribution assumption: employee only about $79,631 at 4% or $53,087 at 6%; with 50% employer match about $53,087 at 4% or $35,391 at 6%; with 100% employer match about $39,815 at 4% or $26,544 at 6%.
Pfs Retirement Plan-9$251,994$28,667$3,185iApproximate average salary by contribution assumption: employee only about $79,631 at 4% or $53,087 at 6%; with 50% employer match about $53,087 at 4% or $35,391 at 6%; with 100% employer match about $39,815 at 4% or $26,544 at 6%.
200214$1,102,857$169,941$42,485iApproximate average salary by contribution assumption: employee only about $1,062,131 at 4% or $708,088 at 6%; with 50% employer match about $708,088 at 4% or $472,058 at 6%; with 100% employer match about $531,066 at 4% or $354,044 at 6%.
Pfs Retirement Plan-4$1,102,857$169,941$42,485iApproximate average salary by contribution assumption: employee only about $1,062,131 at 4% or $708,088 at 6%; with 50% employer match about $708,088 at 4% or $472,058 at 6%; with 100% employer match about $531,066 at 4% or $354,044 at 6%.
200117$0$0-
Pfs Retirement Plan-7---
200018$97,755$31,437$3,930iApproximate average salary by contribution assumption: employee only about $98,241 at 4% or $65,494 at 6%; with 50% employer match about $65,494 at 4% or $43,663 at 6%; with 100% employer match about $49,120 at 4% or $32,747 at 6%.
Pfs Retirement Plan-8$97,755$31,437$3,930iApproximate average salary by contribution assumption: employee only about $98,241 at 4% or $65,494 at 6%; with 50% employer match about $65,494 at 4% or $43,663 at 6%; with 100% employer match about $49,120 at 4% or $32,747 at 6%.
199917$103,102$47,808$6,830iApproximate average salary by contribution assumption: employee only about $170,743 at 4% or $113,829 at 6%; with 50% employer match about $113,829 at 4% or $75,886 at 6%; with 100% employer match about $85,371 at 4% or $56,914 at 6%.
Pfs Retirement Plan-7$103,102$47,808$6,830iApproximate average salary by contribution assumption: employee only about $170,743 at 4% or $113,829 at 6%; with 50% employer match about $113,829 at 4% or $75,886 at 6%; with 100% employer match about $85,371 at 4% or $56,914 at 6%.