Civic Intelligence

Donnelly Wealth Advisors Inc.

Plan context: Donnelly Wealth Advisors Inc. 401(K) Plan

EIN 33-0898737 • San Diego, CA • 31 filings • 7 plans

5151 Shoreham Place, Suite 270San Diego, CA 92122
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$3,928,816

2018 Contributions

$71,843

Historical Graphs

Total Assets Over Time

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

$3,928,816$1,964,408$0200020102017YearValue
$3,928,816Latest year 2017

Participants Over Time

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

740200020092017YearValue
7Latest year 2017

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
201820$0$71,843-
Donnelly Wealth Advisors Inc. 401(K) Plan-0$0$71,843-
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-0$0--
201727$3,928,816$305,265$43,609iApproximate average salary by contribution assumption: employee only about $1,090,232 at 4% or $726,821 at 6%; with 50% employer match about $726,821 at 4% or $484,548 at 6%; with 100% employer match about $545,116 at 4% or $363,411 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-7$2,008,397$205,265$29,324iApproximate average salary by contribution assumption: employee only about $733,089 at 4% or $488,726 at 6%; with 50% employer match about $488,726 at 4% or $325,817 at 6%; with 100% employer match about $366,545 at 4% or $244,363 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-6$1,920,419$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201627$3,184,405$431,505$61,644iApproximate average salary by contribution assumption: employee only about $1,541,089 at 4% or $1,027,393 at 6%; with 50% employer match about $1,027,393 at 4% or $684,929 at 6%; with 100% employer match about $770,545 at 4% or $513,696 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-7$1,601,962$181,505$25,929iApproximate average salary by contribution assumption: employee only about $648,232 at 4% or $432,155 at 6%; with 50% employer match about $432,155 at 4% or $288,103 at 6%; with 100% employer match about $324,116 at 4% or $216,077 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-6$1,582,443$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201526$2,465,612$417,560$69,593iApproximate average salary by contribution assumption: employee only about $1,739,833 at 4% or $1,159,889 at 6%; with 50% employer match about $1,159,889 at 4% or $773,259 at 6%; with 100% employer match about $869,917 at 4% or $579,944 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-6$1,337,674$167,560$27,927iApproximate average salary by contribution assumption: employee only about $698,167 at 4% or $465,444 at 6%; with 50% employer match about $465,444 at 4% or $310,296 at 6%; with 100% employer match about $349,083 at 4% or $232,722 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-6$1,127,938$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201425$2,202,929$368,288$73,658iApproximate average salary by contribution assumption: employee only about $1,841,440 at 4% or $1,227,627 at 6%; with 50% employer match about $1,227,627 at 4% or $818,418 at 6%; with 100% employer match about $920,720 at 4% or $613,813 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$1,247,216$118,288$23,658iApproximate average salary by contribution assumption: employee only about $591,440 at 4% or $394,293 at 6%; with 50% employer match about $394,293 at 4% or $262,862 at 6%; with 100% employer match about $295,720 at 4% or $197,147 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-5$955,713$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201325$1,918,668$309,987$61,997iApproximate average salary by contribution assumption: employee only about $1,549,935 at 4% or $1,033,290 at 6%; with 50% employer match about $1,033,290 at 4% or $688,860 at 6%; with 100% employer match about $774,968 at 4% or $516,645 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$1,138,588$109,987$21,997iApproximate average salary by contribution assumption: employee only about $549,935 at 4% or $366,623 at 6%; with 50% employer match about $366,623 at 4% or $244,416 at 6%; with 100% employer match about $274,968 at 4% or $183,312 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-5$780,080$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201225$1,318,883$248,603$49,721iApproximate average salary by contribution assumption: employee only about $1,243,015 at 4% or $828,677 at 6%; with 50% employer match about $828,677 at 4% or $552,451 at 6%; with 100% employer match about $621,508 at 4% or $414,338 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$794,638$108,353$21,671iApproximate average salary by contribution assumption: employee only about $541,765 at 4% or $361,177 at 6%; with 50% employer match about $361,177 at 4% or $240,784 at 6%; with 100% employer match about $270,883 at 4% or $180,588 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-5$524,245$140,250$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
201125$1,051,711$243,375$48,675iApproximate average salary by contribution assumption: employee only about $1,216,875 at 4% or $811,250 at 6%; with 50% employer match about $811,250 at 4% or $540,833 at 6%; with 100% employer match about $608,438 at 4% or $405,625 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$680,496$92,375$18,475iApproximate average salary by contribution assumption: employee only about $461,875 at 4% or $307,917 at 6%; with 50% employer match about $307,917 at 4% or $205,278 at 6%; with 100% employer match about $230,938 at 4% or $153,958 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-5$371,215$151,000$30,200iApproximate average salary by contribution assumption: employee only about $755,000 at 4% or $503,333 at 6%; with 50% employer match about $503,333 at 4% or $335,556 at 6%; with 100% employer match about $377,500 at 4% or $251,667 at 6%.
201026$976,031$188,991$31,499iApproximate average salary by contribution assumption: employee only about $787,463 at 4% or $524,975 at 6%; with 50% employer match about $524,975 at 4% or $349,983 at 6%; with 100% employer match about $393,731 at 4% or $262,488 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$729,545$89,868$17,974iApproximate average salary by contribution assumption: employee only about $449,340 at 4% or $299,560 at 6%; with 50% employer match about $299,560 at 4% or $199,707 at 6%; with 100% employer match about $224,670 at 4% or $149,780 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-6$246,486$99,123$16,521iApproximate average salary by contribution assumption: employee only about $413,013 at 4% or $275,342 at 6%; with 50% employer match about $275,342 at 4% or $183,561 at 6%; with 100% employer match about $206,506 at 4% or $137,671 at 6%.
200924$963,679$145,980$36,495iApproximate average salary by contribution assumption: employee only about $912,375 at 4% or $608,250 at 6%; with 50% employer match about $608,250 at 4% or $405,500 at 6%; with 100% employer match about $456,188 at 4% or $304,125 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-4$821,113$91,720$22,930iApproximate average salary by contribution assumption: employee only about $573,250 at 4% or $382,167 at 6%; with 50% employer match about $382,167 at 4% or $254,778 at 6%; with 100% employer match about $286,625 at 4% or $191,083 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-4$142,566$54,260$13,565iApproximate average salary by contribution assumption: employee only about $339,125 at 4% or $226,083 at 6%; with 50% employer match about $226,083 at 4% or $150,722 at 6%; with 100% employer match about $169,563 at 4% or $113,042 at 6%.
200825$736,312$121,401$24,280iApproximate average salary by contribution assumption: employee only about $607,005 at 4% or $404,670 at 6%; with 50% employer match about $404,670 at 4% or $269,780 at 6%; with 100% employer match about $303,503 at 4% or $202,335 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$656,584$93,401$18,680iApproximate average salary by contribution assumption: employee only about $467,005 at 4% or $311,337 at 6%; with 50% employer match about $311,337 at 4% or $207,558 at 6%; with 100% employer match about $233,503 at 4% or $155,668 at 6%.
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-5$79,728$28,000$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
200725$0$0-
Donnelly Wealth Advisors Inc. 401(K) Plan-5---
Donnelly Weatlh Advisors Inc. Defined Benefit Pension Plan-5---
200615$883,372$95,493$19,099iApproximate average salary by contribution assumption: employee only about $477,465 at 4% or $318,310 at 6%; with 50% employer match about $318,310 at 4% or $212,207 at 6%; with 100% employer match about $238,732 at 4% or $159,155 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-5$883,372$95,493$19,099iApproximate average salary by contribution assumption: employee only about $477,465 at 4% or $318,310 at 6%; with 50% employer match about $318,310 at 4% or $212,207 at 6%; with 100% employer match about $238,732 at 4% or $159,155 at 6%.
200513$766,151$90,763$30,254iApproximate average salary by contribution assumption: employee only about $756,358 at 4% or $504,239 at 6%; with 50% employer match about $504,239 at 4% or $336,159 at 6%; with 100% employer match about $378,179 at 4% or $252,119 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-3$766,151$90,763$30,254iApproximate average salary by contribution assumption: employee only about $756,358 at 4% or $504,239 at 6%; with 50% employer match about $504,239 at 4% or $336,159 at 6%; with 100% employer match about $378,179 at 4% or $252,119 at 6%.
200314$381,427$88,410$22,103iApproximate average salary by contribution assumption: employee only about $552,563 at 4% or $368,375 at 6%; with 50% employer match about $368,375 at 4% or $245,583 at 6%; with 100% employer match about $276,281 at 4% or $184,188 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-4$381,427$88,410$22,103iApproximate average salary by contribution assumption: employee only about $552,563 at 4% or $368,375 at 6%; with 50% employer match about $368,375 at 4% or $245,583 at 6%; with 100% employer match about $276,281 at 4% or $184,188 at 6%.
200214$224,871$101,810$25,453iApproximate average salary by contribution assumption: employee only about $636,313 at 4% or $424,208 at 6%; with 50% employer match about $424,208 at 4% or $282,806 at 6%; with 100% employer match about $318,156 at 4% or $212,104 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-4$224,871$101,810$25,453iApproximate average salary by contribution assumption: employee only about $636,313 at 4% or $424,208 at 6%; with 50% employer match about $424,208 at 4% or $282,806 at 6%; with 100% employer match about $318,156 at 4% or $212,104 at 6%.
200124$0$0-
SAI FINANCIAL ADVISORS MONEY PURCHASE PENSION PLAN-0---
Donnelly Wealth Advisors Inc. 401(K) Plan-4---
200014$206,739$246,906$61,727iApproximate average salary by contribution assumption: employee only about $1,543,163 at 4% or $1,028,775 at 6%; with 50% employer match about $1,028,775 at 4% or $685,850 at 6%; with 100% employer match about $771,581 at 4% or $514,388 at 6%.
Donnelly Wealth Advisors Inc. 401(K) Plan-4$206,739$246,906$61,727iApproximate average salary by contribution assumption: employee only about $1,543,163 at 4% or $1,028,775 at 6%; with 50% employer match about $1,028,775 at 4% or $685,850 at 6%; with 100% employer match about $771,581 at 4% or $514,388 at 6%.