Civic Intelligence

Wright, Finlay & Zak LLP

Plan context: Wright, Finlay & Zak LLP 401(K) Plan

EIN 33-0984579 • Newport Beach, CA • 27 filings • 3 plans

4665 Macarthur Court, Suite 280Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$21,688,740

2024 Contributions

$902,502

Historical Graphs

Total Assets Over Time

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

$21,688,740$10,844,370$0200220142024YearValue
$21,688,740Latest year 2024

Participants Over Time

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

136680200220132024YearValue
66Latest 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
2024166$21,688,740$902,502$13,674iApproximate average salary by contribution assumption: employee only about $341,857 at 4% or $227,905 at 6%; with 50% employer match about $227,905 at 4% or $151,936 at 6%; with 100% employer match about $170,928 at 4% or $113,952 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-66$21,688,740$902,502$13,674iApproximate average salary by contribution assumption: employee only about $341,857 at 4% or $227,905 at 6%; with 50% employer match about $227,905 at 4% or $151,936 at 6%; with 100% employer match about $170,928 at 4% or $113,952 at 6%.
2023175$19,617,228$817,323$10,898iApproximate average salary by contribution assumption: employee only about $272,441 at 4% or $181,627 at 6%; with 50% employer match about $181,627 at 4% or $121,085 at 6%; with 100% employer match about $136,221 at 4% or $90,814 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-75$19,617,228$817,323$10,898iApproximate average salary by contribution assumption: employee only about $272,441 at 4% or $181,627 at 6%; with 50% employer match about $181,627 at 4% or $121,085 at 6%; with 100% employer match about $136,221 at 4% or $90,814 at 6%.
2022175$17,005,096$513,192$6,843iApproximate average salary by contribution assumption: employee only about $171,064 at 4% or $114,043 at 6%; with 50% employer match about $114,043 at 4% or $76,028 at 6%; with 100% employer match about $85,532 at 4% or $57,021 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-75$17,005,096$513,192$6,843iApproximate average salary by contribution assumption: employee only about $171,064 at 4% or $114,043 at 6%; with 50% employer match about $114,043 at 4% or $76,028 at 6%; with 100% employer match about $85,532 at 4% or $57,021 at 6%.
2021181$20,147,328$718,501$8,870iApproximate average salary by contribution assumption: employee only about $221,760 at 4% or $147,840 at 6%; with 50% employer match about $147,840 at 4% or $98,560 at 6%; with 100% employer match about $110,880 at 4% or $73,920 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-81$20,147,328$718,501$8,870iApproximate average salary by contribution assumption: employee only about $221,760 at 4% or $147,840 at 6%; with 50% employer match about $147,840 at 4% or $98,560 at 6%; with 100% employer match about $110,880 at 4% or $73,920 at 6%.
2020190$17,332,702$604,615$6,718iApproximate average salary by contribution assumption: employee only about $167,949 at 4% or $111,966 at 6%; with 50% employer match about $111,966 at 4% or $74,644 at 6%; with 100% employer match about $83,974 at 4% or $55,983 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-90$17,332,702$604,615$6,718iApproximate average salary by contribution assumption: employee only about $167,949 at 4% or $111,966 at 6%; with 50% employer match about $111,966 at 4% or $74,644 at 6%; with 100% employer match about $83,974 at 4% or $55,983 at 6%.
20191104$16,238,929$1,311,400$12,610iApproximate average salary by contribution assumption: employee only about $315,240 at 4% or $210,160 at 6%; with 50% employer match about $210,160 at 4% or $140,107 at 6%; with 100% employer match about $157,620 at 4% or $105,080 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-104$16,238,929$1,311,400$12,610iApproximate average salary by contribution assumption: employee only about $315,240 at 4% or $210,160 at 6%; with 50% employer match about $210,160 at 4% or $140,107 at 6%; with 100% employer match about $157,620 at 4% or $105,080 at 6%.
20182121$12,622,158$1,575,286$13,019iApproximate average salary by contribution assumption: employee only about $325,472 at 4% or $216,982 at 6%; with 50% employer match about $216,982 at 4% or $144,654 at 6%; with 100% employer match about $162,736 at 4% or $108,491 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-121$12,622,158$1,575,286$13,019iApproximate average salary by contribution assumption: employee only about $325,472 at 4% or $216,982 at 6%; with 50% employer match about $216,982 at 4% or $144,654 at 6%; with 100% employer match about $162,736 at 4% or $108,491 at 6%.
Wright, Finlay & Zak LLP Health and Welfare Plan-68---
20172136$12,856,197$1,579,920$11,617iApproximate average salary by contribution assumption: employee only about $290,426 at 4% or $193,618 at 6%; with 50% employer match about $193,618 at 4% or $129,078 at 6%; with 100% employer match about $145,213 at 4% or $96,809 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-136$12,856,197$1,579,920$11,617iApproximate average salary by contribution assumption: employee only about $290,426 at 4% or $193,618 at 6%; with 50% employer match about $193,618 at 4% or $129,078 at 6%; with 100% employer match about $145,213 at 4% or $96,809 at 6%.
Wright, Finlay & Zak LLP Health and Welfare Plan-68---
20162126$9,759,355$1,123,699$8,918iApproximate average salary by contribution assumption: employee only about $222,956 at 4% or $148,637 at 6%; with 50% employer match about $148,637 at 4% or $99,092 at 6%; with 100% employer match about $111,478 at 4% or $74,319 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-126$9,759,355$1,123,699$8,918iApproximate average salary by contribution assumption: employee only about $222,956 at 4% or $148,637 at 6%; with 50% employer match about $148,637 at 4% or $99,092 at 6%; with 100% employer match about $111,478 at 4% or $74,319 at 6%.
Wright, Finlay & Zak LLP Health and Welfare Plan-68---
20152135$8,130,775$1,064,747$7,887iApproximate average salary by contribution assumption: employee only about $197,175 at 4% or $131,450 at 6%; with 50% employer match about $131,450 at 4% or $87,633 at 6%; with 100% employer match about $98,588 at 4% or $65,725 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-126$8,130,775$1,064,747$8,450iApproximate average salary by contribution assumption: employee only about $211,259 at 4% or $140,840 at 6%; with 50% employer match about $140,840 at 4% or $93,893 at 6%; with 100% employer match about $105,630 at 4% or $70,420 at 6%.
Wright, Finlay & Zak LLP Health and Welfare Plan-135---
20141104$7,256,335$2,222,107$21,366iApproximate average salary by contribution assumption: employee only about $534,160 at 4% or $356,107 at 6%; with 50% employer match about $356,107 at 4% or $237,405 at 6%; with 100% employer match about $267,080 at 4% or $178,053 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-104$7,256,335$2,222,107$21,366iApproximate average salary by contribution assumption: employee only about $534,160 at 4% or $356,107 at 6%; with 50% employer match about $356,107 at 4% or $237,405 at 6%; with 100% employer match about $267,080 at 4% or $178,053 at 6%.
2013195$4,842,490$1,018,303$10,719iApproximate average salary by contribution assumption: employee only about $267,974 at 4% or $178,650 at 6%; with 50% employer match about $178,650 at 4% or $119,100 at 6%; with 100% employer match about $133,987 at 4% or $89,325 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-95$4,842,490$1,018,303$10,719iApproximate average salary by contribution assumption: employee only about $267,974 at 4% or $178,650 at 6%; with 50% employer match about $178,650 at 4% or $119,100 at 6%; with 100% employer match about $133,987 at 4% or $89,325 at 6%.
20121107$3,150,712$781,397$7,303iApproximate average salary by contribution assumption: employee only about $182,569 at 4% or $121,713 at 6%; with 50% employer match about $121,713 at 4% or $81,142 at 6%; with 100% employer match about $91,285 at 4% or $60,856 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-107$3,150,712$781,397$7,303iApproximate average salary by contribution assumption: employee only about $182,569 at 4% or $121,713 at 6%; with 50% employer match about $121,713 at 4% or $81,142 at 6%; with 100% employer match about $91,285 at 4% or $60,856 at 6%.
2011180$2,110,868$654,346$8,179iApproximate average salary by contribution assumption: employee only about $204,483 at 4% or $136,322 at 6%; with 50% employer match about $136,322 at 4% or $90,881 at 6%; with 100% employer match about $102,242 at 4% or $68,161 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-80$2,110,868$654,346$8,179iApproximate average salary by contribution assumption: employee only about $204,483 at 4% or $136,322 at 6%; with 50% employer match about $136,322 at 4% or $90,881 at 6%; with 100% employer match about $102,242 at 4% or $68,161 at 6%.
2010146$1,530,377$524,436$11,401iApproximate average salary by contribution assumption: employee only about $285,020 at 4% or $190,013 at 6%; with 50% employer match about $190,013 at 4% or $126,675 at 6%; with 100% employer match about $142,510 at 4% or $95,007 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-46$1,530,377$524,436$11,401iApproximate average salary by contribution assumption: employee only about $285,020 at 4% or $190,013 at 6%; with 50% employer match about $190,013 at 4% or $126,675 at 6%; with 100% employer match about $142,510 at 4% or $95,007 at 6%.
2009134$872,443$281,068$8,267iApproximate average salary by contribution assumption: employee only about $206,668 at 4% or $137,778 at 6%; with 50% employer match about $137,778 at 4% or $91,852 at 6%; with 100% employer match about $103,334 at 4% or $68,889 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-34$872,443$281,068$8,267iApproximate average salary by contribution assumption: employee only about $206,668 at 4% or $137,778 at 6%; with 50% employer match about $137,778 at 4% or $91,852 at 6%; with 100% employer match about $103,334 at 4% or $68,889 at 6%.
2008115$438,977$123,202$8,213iApproximate average salary by contribution assumption: employee only about $205,337 at 4% or $136,891 at 6%; with 50% employer match about $136,891 at 4% or $91,261 at 6%; with 100% employer match about $102,668 at 4% or $68,446 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-15$438,977$123,202$8,213iApproximate average salary by contribution assumption: employee only about $205,337 at 4% or $136,891 at 6%; with 50% employer match about $136,891 at 4% or $91,261 at 6%; with 100% employer match about $102,668 at 4% or $68,446 at 6%.
2007114$0$0-
Wright, Finlay & Zak LLP 401(K) Plan-14---
2006113$408,996$103,538$7,964iApproximate average salary by contribution assumption: employee only about $199,112 at 4% or $132,741 at 6%; with 50% employer match about $132,741 at 4% or $88,494 at 6%; with 100% employer match about $99,556 at 4% or $66,371 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-13$408,996$103,538$7,964iApproximate average salary by contribution assumption: employee only about $199,112 at 4% or $132,741 at 6%; with 50% employer match about $132,741 at 4% or $88,494 at 6%; with 100% employer match about $99,556 at 4% or $66,371 at 6%.
2005112$282,194$20,757$1,730iApproximate average salary by contribution assumption: employee only about $43,244 at 4% or $28,829 at 6%; with 50% employer match about $28,829 at 4% or $19,219 at 6%; with 100% employer match about $21,622 at 4% or $14,415 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-12$282,194$20,757$1,730iApproximate average salary by contribution assumption: employee only about $43,244 at 4% or $28,829 at 6%; with 50% employer match about $28,829 at 4% or $19,219 at 6%; with 100% employer match about $21,622 at 4% or $14,415 at 6%.
2004116$288,982$24,821$1,551iApproximate average salary by contribution assumption: employee only about $38,783 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,237 at 6%; with 100% employer match about $19,391 at 4% or $12,928 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-16$288,982$24,821$1,551iApproximate average salary by contribution assumption: employee only about $38,783 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,237 at 6%; with 100% employer match about $19,391 at 4% or $12,928 at 6%.
2003116$241,039$98,032$6,127iApproximate average salary by contribution assumption: employee only about $153,175 at 4% or $102,117 at 6%; with 50% employer match about $102,117 at 4% or $68,078 at 6%; with 100% employer match about $76,588 at 4% or $51,058 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-16$241,039$98,032$6,127iApproximate average salary by contribution assumption: employee only about $153,175 at 4% or $102,117 at 6%; with 50% employer match about $102,117 at 4% or $68,078 at 6%; with 100% employer match about $76,588 at 4% or $51,058 at 6%.
200214$102,391$94,390$23,598iApproximate average salary by contribution assumption: employee only about $589,938 at 4% or $393,292 at 6%; with 50% employer match about $393,292 at 4% or $262,194 at 6%; with 100% employer match about $294,969 at 4% or $196,646 at 6%.
Wright, Finlay & Zak LLP 401(K) Plan-4$102,391$94,390$23,598iApproximate average salary by contribution assumption: employee only about $589,938 at 4% or $393,292 at 6%; with 50% employer match about $393,292 at 4% or $262,194 at 6%; with 100% employer match about $294,969 at 4% or $196,646 at 6%.
Wright, Finlay & Zak LLP | EIN 33-0984579 | 2024 Form 5500 Company Profile