Pacific Wealth Management LLC
Plan context: Pacific Wealth Management LLC 401K Retirement Savings Plan
EIN 33-0310852 • San Diego, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$1,218,671
2018 Contributions
$84,400
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 5 | $1,218,671 | $84,400 | $16,880iApproximate average salary by contribution assumption: employee only about $422,000 at 4% or $281,333 at 6%; with 50% employer match about $281,333 at 4% or $187,556 at 6%; with 100% employer match about $211,000 at 4% or $140,667 at 6%. |
| Pacific Wealth Management LLC 401K Retirement Savings Plan | - | 5 | $1,218,671 | $84,400 | $16,880iApproximate average salary by contribution assumption: employee only about $422,000 at 4% or $281,333 at 6%; with 50% employer match about $281,333 at 4% or $187,556 at 6%; with 100% employer match about $211,000 at 4% or $140,667 at 6%. |
| 2017 | 1 | 6 | $2,148,127 | $130,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| Pacific Wealth Management LLC 401K Retirement Savings Plan | - | 6 | $2,148,127 | $130,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| 2004 | 1 | 5 | $283,876 | $137,564 | $27,513iApproximate average salary by contribution assumption: employee only about $687,820 at 4% or $458,547 at 6%; with 50% employer match about $458,547 at 4% or $305,698 at 6%; with 100% employer match about $343,910 at 4% or $229,273 at 6%. |
| Pacific Wealth Management LLC 401K Retirement Savings Plan | - | 5 | $283,876 | $137,564 | $27,513iApproximate average salary by contribution assumption: employee only about $687,820 at 4% or $458,547 at 6%; with 50% employer match about $458,547 at 4% or $305,698 at 6%; with 100% employer match about $343,910 at 4% or $229,273 at 6%. |
| 2003 | 1 | 4 | $111,662 | $41,278 | $10,320iApproximate average salary by contribution assumption: employee only about $257,988 at 4% or $171,992 at 6%; with 50% employer match about $171,992 at 4% or $114,661 at 6%; with 100% employer match about $128,994 at 4% or $85,996 at 6%. |
| Pacific Wealth Management LLC 401K Retirement Savings Plan | - | 4 | $111,662 | $41,278 | $10,320iApproximate average salary by contribution assumption: employee only about $257,988 at 4% or $171,992 at 6%; with 50% employer match about $171,992 at 4% or $114,661 at 6%; with 100% employer match about $128,994 at 4% or $85,996 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Pacific Wealth Management LLC 401K Retirement Savings Plan | - | 4 | - | - | - |
| 2001 | 1 | 6 | $35,158 | $34,428 | $5,738iApproximate average salary by contribution assumption: employee only about $143,450 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,756 at 6%; with 100% employer match about $71,725 at 4% or $47,817 at 6%. |
| Pacific Wealth Management LLC 401K Retirement Savings Plan | - | 6 | $35,158 | $34,428 | $5,738iApproximate average salary by contribution assumption: employee only about $143,450 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,756 at 6%; with 100% employer match about $71,725 at 4% or $47,817 at 6%. |