PALOMAR ADVISORS, INC.
Plan context: Creative Benefits Inc 401(K) Plan
EIN 35-2557126 • Temecula, CA • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$454,343
2024 Contributions
$38,988
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $454,343 | $38,988 | $19,494iApproximate average salary by contribution assumption: employee only about $487,350 at 4% or $324,900 at 6%; with 50% employer match about $324,900 at 4% or $216,600 at 6%; with 100% employer match about $243,675 at 4% or $162,450 at 6%. |
| Creative Benefits Inc 401(K) Plan | - | 2 | $454,343 | $38,988 | $19,494iApproximate average salary by contribution assumption: employee only about $487,350 at 4% or $324,900 at 6%; with 50% employer match about $324,900 at 4% or $216,600 at 6%; with 100% employer match about $243,675 at 4% or $162,450 at 6%. |
| 2023 | 1 | 2 | $373,079 | $25,875 | $12,938iApproximate average salary by contribution assumption: employee only about $323,438 at 4% or $215,625 at 6%; with 50% employer match about $215,625 at 4% or $143,750 at 6%; with 100% employer match about $161,719 at 4% or $107,813 at 6%. |
| Creative Benefits Inc 401(K) Plan | - | 2 | $373,079 | $25,875 | $12,938iApproximate average salary by contribution assumption: employee only about $323,438 at 4% or $215,625 at 6%; with 50% employer match about $215,625 at 4% or $143,750 at 6%; with 100% employer match about $161,719 at 4% or $107,813 at 6%. |
| 2022 | 1 | 2 | $348,017 | $28,625 | $14,313iApproximate average salary by contribution assumption: employee only about $357,813 at 4% or $238,542 at 6%; with 50% employer match about $238,542 at 4% or $159,028 at 6%; with 100% employer match about $178,906 at 4% or $119,271 at 6%. |
| Creative Benefits Inc 401(K) Plan | - | 2 | $348,017 | $28,625 | $14,313iApproximate average salary by contribution assumption: employee only about $357,813 at 4% or $238,542 at 6%; with 50% employer match about $238,542 at 4% or $159,028 at 6%; with 100% employer match about $178,906 at 4% or $119,271 at 6%. |
| 2021 | 1 | 2 | $406,300 | $25,175 | $12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%. |
| Creative Benefits Inc 401(K) Plan | - | 2 | $406,300 | $25,175 | $12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%. |
| 2020 | 1 | 2 | $106,599 | $20,922 | $10,461iApproximate average salary by contribution assumption: employee only about $261,525 at 4% or $174,350 at 6%; with 50% employer match about $174,350 at 4% or $116,233 at 6%; with 100% employer match about $130,763 at 4% or $87,175 at 6%. |
| Creative Benefits Inc 401(K) Plan | - | 2 | $106,599 | $20,922 | $10,461iApproximate average salary by contribution assumption: employee only about $261,525 at 4% or $174,350 at 6%; with 50% employer match about $174,350 at 4% or $116,233 at 6%; with 100% employer match about $130,763 at 4% or $87,175 at 6%. |
| 2019 | 1 | 1 | $322,699 | $0 | - |
| Creative Benefits Inc 401(K) Plan | - | 1 | $322,699 | - | - |
| 2018 | 1 | 1 | $203,750 | $0 | - |
| Creative Benefits Inc 401(K) Plan | - | 1 | $203,750 | - | - |
| 2017 | 1 | 1 | $554,881 | $0 | - |
| Creative Benefits Inc 401(K) Plan | - | 1 | $554,881 | - | - |
| 2016 | 1 | 1 | $443,841 | $444,040 | $444,040iApproximate average salary by contribution assumption: employee only about $11,101,000 at 4% or $7,400,667 at 6%; with 50% employer match about $7,400,667 at 4% or $4,933,778 at 6%; with 100% employer match about $5,550,500 at 4% or $3,700,333 at 6%. |
| Creative Benefits Inc 401(K) Plan | - | 1 | $443,841 | $444,040 | $444,040iApproximate average salary by contribution assumption: employee only about $11,101,000 at 4% or $7,400,667 at 6%; with 50% employer match about $7,400,667 at 4% or $4,933,778 at 6%; with 100% employer match about $5,550,500 at 4% or $3,700,333 at 6%. |