Civic Intelligence

Envision Financial Systems Inc.

Plan context: Envision Financial Systems Inc. 401(K) Plan

EIN 33-0636057 • Costa Mesa, CA • 24 filings • 2 plans

650 Town Center Drive, Suite 1800Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$17,852,662

2024 Contributions

$775,364

Historical Graphs

Total Assets Over Time

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

$17,852,662$8,926,331$0200420152024YearValue
$17,852,662Latest year 2024

Participants Over Time

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

55280200020132024YearValue
42Latest 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
2024142$17,852,662$775,364$18,461iApproximate average salary by contribution assumption: employee only about $461,526 at 4% or $307,684 at 6%; with 50% employer match about $307,684 at 4% or $205,123 at 6%; with 100% employer match about $230,763 at 4% or $153,842 at 6%.
Envision Financial Systems Inc. 401(K) Plan-42$17,852,662$775,364$18,461iApproximate average salary by contribution assumption: employee only about $461,526 at 4% or $307,684 at 6%; with 50% employer match about $307,684 at 4% or $205,123 at 6%; with 100% employer match about $230,763 at 4% or $153,842 at 6%.
2023138$15,719,790$605,048$15,922iApproximate average salary by contribution assumption: employee only about $398,058 at 4% or $265,372 at 6%; with 50% employer match about $265,372 at 4% or $176,915 at 6%; with 100% employer match about $199,029 at 4% or $132,686 at 6%.
Envision Financial Systems Inc. 401(K) Plan-38$15,719,790$605,048$15,922iApproximate average salary by contribution assumption: employee only about $398,058 at 4% or $265,372 at 6%; with 50% employer match about $265,372 at 4% or $176,915 at 6%; with 100% employer match about $199,029 at 4% or $132,686 at 6%.
2022140$11,997,577$155,162$3,879iApproximate average salary by contribution assumption: employee only about $96,976 at 4% or $64,651 at 6%; with 50% employer match about $64,651 at 4% or $43,101 at 6%; with 100% employer match about $48,488 at 4% or $32,325 at 6%.
Envision Financial Systems Inc. 401(K) Plan-40$11,997,577$155,162$3,879iApproximate average salary by contribution assumption: employee only about $96,976 at 4% or $64,651 at 6%; with 50% employer match about $64,651 at 4% or $43,101 at 6%; with 100% employer match about $48,488 at 4% or $32,325 at 6%.
2021155$13,262,347$980,531$17,828iApproximate average salary by contribution assumption: employee only about $445,696 at 4% or $297,131 at 6%; with 50% employer match about $297,131 at 4% or $198,087 at 6%; with 100% employer match about $222,848 at 4% or $148,565 at 6%.
Envision Financial Systems Inc. 401(K) Plan-55$13,262,347$980,531$17,828iApproximate average salary by contribution assumption: employee only about $445,696 at 4% or $297,131 at 6%; with 50% employer match about $297,131 at 4% or $198,087 at 6%; with 100% employer match about $222,848 at 4% or $148,565 at 6%.
2020142$11,834,741$570,091$13,574iApproximate average salary by contribution assumption: employee only about $339,340 at 4% or $226,227 at 6%; with 50% employer match about $226,227 at 4% or $150,818 at 6%; with 100% employer match about $169,670 at 4% or $113,113 at 6%.
Envision Financial Systems Inc. 401(K) Plan-42$11,834,741$570,091$13,574iApproximate average salary by contribution assumption: employee only about $339,340 at 4% or $226,227 at 6%; with 50% employer match about $226,227 at 4% or $150,818 at 6%; with 100% employer match about $169,670 at 4% or $113,113 at 6%.
2019138$6,567,676$464,186$12,215iApproximate average salary by contribution assumption: employee only about $305,386 at 4% or $203,590 at 6%; with 50% employer match about $203,590 at 4% or $135,727 at 6%; with 100% employer match about $152,693 at 4% or $101,795 at 6%.
Envision Financial Systems Inc. 401(K) Plan-38$6,567,676$464,186$12,215iApproximate average salary by contribution assumption: employee only about $305,386 at 4% or $203,590 at 6%; with 50% employer match about $203,590 at 4% or $135,727 at 6%; with 100% employer match about $152,693 at 4% or $101,795 at 6%.
2018141$6,643,915$489,555$11,940iApproximate average salary by contribution assumption: employee only about $298,509 at 4% or $199,006 at 6%; with 50% employer match about $199,006 at 4% or $132,671 at 6%; with 100% employer match about $149,255 at 4% or $99,503 at 6%.
Envision Financial Systems Inc. 401(K) Plan-41$6,643,915$489,555$11,940iApproximate average salary by contribution assumption: employee only about $298,509 at 4% or $199,006 at 6%; with 50% employer match about $199,006 at 4% or $132,671 at 6%; with 100% employer match about $149,255 at 4% or $99,503 at 6%.
2017139$5,850,677$710,418$18,216iApproximate average salary by contribution assumption: employee only about $455,396 at 4% or $303,597 at 6%; with 50% employer match about $303,597 at 4% or $202,398 at 6%; with 100% employer match about $227,698 at 4% or $151,799 at 6%.
Envision Financial Systems Inc. 401(K) Plan-39$5,850,677$710,418$18,216iApproximate average salary by contribution assumption: employee only about $455,396 at 4% or $303,597 at 6%; with 50% employer match about $303,597 at 4% or $202,398 at 6%; with 100% employer match about $227,698 at 4% or $151,799 at 6%.
2016140$4,915,502$352,666$8,817iApproximate average salary by contribution assumption: employee only about $220,416 at 4% or $146,944 at 6%; with 50% employer match about $146,944 at 4% or $97,963 at 6%; with 100% employer match about $110,208 at 4% or $73,472 at 6%.
Envision Financial Systems Inc. 401(K) Plan-40$4,915,502$352,666$8,817iApproximate average salary by contribution assumption: employee only about $220,416 at 4% or $146,944 at 6%; with 50% employer match about $146,944 at 4% or $97,963 at 6%; with 100% employer match about $110,208 at 4% or $73,472 at 6%.
2015139$4,015,705$369,416$9,472iApproximate average salary by contribution assumption: employee only about $236,805 at 4% or $157,870 at 6%; with 50% employer match about $157,870 at 4% or $105,247 at 6%; with 100% employer match about $118,403 at 4% or $78,935 at 6%.
Envision Financial Systems Inc. 401(K) Plan-39$4,015,705$369,416$9,472iApproximate average salary by contribution assumption: employee only about $236,805 at 4% or $157,870 at 6%; with 50% employer match about $157,870 at 4% or $105,247 at 6%; with 100% employer match about $118,403 at 4% or $78,935 at 6%.
2014138$3,802,405$352,309$9,271iApproximate average salary by contribution assumption: employee only about $231,782 at 4% or $154,521 at 6%; with 50% employer match about $154,521 at 4% or $103,014 at 6%; with 100% employer match about $115,891 at 4% or $77,261 at 6%.
Envision Financial Systems Inc. 401(K) Plan-38$3,802,405$352,309$9,271iApproximate average salary by contribution assumption: employee only about $231,782 at 4% or $154,521 at 6%; with 50% employer match about $154,521 at 4% or $103,014 at 6%; with 100% employer match about $115,891 at 4% or $77,261 at 6%.
2013136$3,244,862$347,314$9,648iApproximate average salary by contribution assumption: employee only about $241,190 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,595 at 4% or $80,397 at 6%.
Envision Financial Systems Inc. 401(K) Plan-36$3,244,862$347,314$9,648iApproximate average salary by contribution assumption: employee only about $241,190 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,595 at 4% or $80,397 at 6%.
2012132$2,636,398$344,170$10,755iApproximate average salary by contribution assumption: employee only about $268,883 at 4% or $179,255 at 6%; with 50% employer match about $179,255 at 4% or $119,503 at 6%; with 100% employer match about $134,441 at 4% or $89,628 at 6%.
Envision Financial Systems Inc. 401(K) Plan-32$2,636,398$344,170$10,755iApproximate average salary by contribution assumption: employee only about $268,883 at 4% or $179,255 at 6%; with 50% employer match about $179,255 at 4% or $119,503 at 6%; with 100% employer match about $134,441 at 4% or $89,628 at 6%.
2011131$2,242,427$296,287$9,558iApproximate average salary by contribution assumption: employee only about $238,941 at 4% or $159,294 at 6%; with 50% employer match about $159,294 at 4% or $106,196 at 6%; with 100% employer match about $119,471 at 4% or $79,647 at 6%.
Envision Financial Systems Inc. 401(K) Plan-31$2,242,427$296,287$9,558iApproximate average salary by contribution assumption: employee only about $238,941 at 4% or $159,294 at 6%; with 50% employer match about $159,294 at 4% or $106,196 at 6%; with 100% employer match about $119,471 at 4% or $79,647 at 6%.
2010131$1,991,963$272,420$8,788iApproximate average salary by contribution assumption: employee only about $219,694 at 4% or $146,462 at 6%; with 50% employer match about $146,462 at 4% or $97,642 at 6%; with 100% employer match about $109,847 at 4% or $73,231 at 6%.
Envision Financial Systems Inc. 401(K) Plan-31$1,991,963$272,420$8,788iApproximate average salary by contribution assumption: employee only about $219,694 at 4% or $146,462 at 6%; with 50% employer match about $146,462 at 4% or $97,642 at 6%; with 100% employer match about $109,847 at 4% or $73,231 at 6%.
2009130$1,605,228$256,611$8,554iApproximate average salary by contribution assumption: employee only about $213,843 at 4% or $142,562 at 6%; with 50% employer match about $142,562 at 4% or $95,041 at 6%; with 100% employer match about $106,921 at 4% or $71,281 at 6%.
Envision Financial Systems Inc. 401(K) Plan-30$1,605,228$256,611$8,554iApproximate average salary by contribution assumption: employee only about $213,843 at 4% or $142,562 at 6%; with 50% employer match about $142,562 at 4% or $95,041 at 6%; with 100% employer match about $106,921 at 4% or $71,281 at 6%.
2008130$0$0-
Envision Financial Systems Inc. 401(K) Plan-30---
2007131$0$0-
Envision Financial Systems Inc. 401(K) Plan-31---
2006127$857,945$184,968$6,851iApproximate average salary by contribution assumption: employee only about $171,267 at 4% or $114,178 at 6%; with 50% employer match about $114,178 at 4% or $76,119 at 6%; with 100% employer match about $85,633 at 4% or $57,089 at 6%.
Envision Financial Systems Inc. 401(K) Plan-27$857,945$184,968$6,851iApproximate average salary by contribution assumption: employee only about $171,267 at 4% or $114,178 at 6%; with 50% employer match about $114,178 at 4% or $76,119 at 6%; with 100% employer match about $85,633 at 4% or $57,089 at 6%.
2005128$638,846$174,152$6,220iApproximate average salary by contribution assumption: employee only about $155,493 at 4% or $103,662 at 6%; with 50% employer match about $103,662 at 4% or $69,108 at 6%; with 100% employer match about $77,746 at 4% or $51,831 at 6%.
Envision Financial Systems Inc. 401(K) Plan-28$638,846$174,152$6,220iApproximate average salary by contribution assumption: employee only about $155,493 at 4% or $103,662 at 6%; with 50% employer match about $103,662 at 4% or $69,108 at 6%; with 100% employer match about $77,746 at 4% or $51,831 at 6%.
2004127$444,782$127,291$4,714iApproximate average salary by contribution assumption: employee only about $117,862 at 4% or $78,575 at 6%; with 50% employer match about $78,575 at 4% or $52,383 at 6%; with 100% employer match about $58,931 at 4% or $39,287 at 6%.
Envision Financial Systems Inc. 401(K) Plan-27$444,782$127,291$4,714iApproximate average salary by contribution assumption: employee only about $117,862 at 4% or $78,575 at 6%; with 50% employer match about $78,575 at 4% or $52,383 at 6%; with 100% employer match about $58,931 at 4% or $39,287 at 6%.
2003121$0$0-
Envision Financial Systems Inc. 401(K) Plan-21---
2002123$0$0-
Envision Financial Systems Inc. 401(K) Plan-23---
2000112$0$0-
Envision Financial Systems Inc. 401(K) Plan-12---