BLUNT WEALTH SERVICES, INC.
Plan context: BLUNT WEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 36-4794691 • Brea, CA • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$710,294
2025 Contributions
$93,633
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $710,294 | $93,633 | $13,376iApproximate average salary by contribution assumption: employee only about $334,404 at 4% or $222,936 at 6%; with 50% employer match about $222,936 at 4% or $148,624 at 6%; with 100% employer match about $167,202 at 4% or $111,468 at 6%. |
| BLUNT WEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $710,294 | $93,633 | $13,376iApproximate average salary by contribution assumption: employee only about $334,404 at 4% or $222,936 at 6%; with 50% employer match about $222,936 at 4% or $148,624 at 6%; with 100% employer match about $167,202 at 4% or $111,468 at 6%. |
| 2024 | 1 | 7 | $544,138 | $95,398 | $13,628iApproximate average salary by contribution assumption: employee only about $340,707 at 4% or $227,138 at 6%; with 50% employer match about $227,138 at 4% or $151,425 at 6%; with 100% employer match about $170,354 at 4% or $113,569 at 6%. |
| BLUNT WEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $544,138 | $95,398 | $13,628iApproximate average salary by contribution assumption: employee only about $340,707 at 4% or $227,138 at 6%; with 50% employer match about $227,138 at 4% or $151,425 at 6%; with 100% employer match about $170,354 at 4% or $113,569 at 6%. |
| 2023 | 1 | 7 | $399,130 | $54,315 | $7,759iApproximate average salary by contribution assumption: employee only about $193,982 at 4% or $129,321 at 6%; with 50% employer match about $129,321 at 4% or $86,214 at 6%; with 100% employer match about $96,991 at 4% or $64,661 at 6%. |
| BLUNT WEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $399,130 | $54,315 | $7,759iApproximate average salary by contribution assumption: employee only about $193,982 at 4% or $129,321 at 6%; with 50% employer match about $129,321 at 4% or $86,214 at 6%; with 100% employer match about $96,991 at 4% or $64,661 at 6%. |
| 2022 | 1 | 6 | $291,665 | $47,470 | $7,912iApproximate average salary by contribution assumption: employee only about $197,792 at 4% or $131,861 at 6%; with 50% employer match about $131,861 at 4% or $87,907 at 6%; with 100% employer match about $98,896 at 4% or $65,931 at 6%. |
| BLUNT WEALTH SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $291,665 | $47,470 | $7,912iApproximate average salary by contribution assumption: employee only about $197,792 at 4% or $131,861 at 6%; with 50% employer match about $131,861 at 4% or $87,907 at 6%; with 100% employer match about $98,896 at 4% or $65,931 at 6%. |
| 2021 | 1 | 4 | $321,812 | $47,220 | $11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 4 | $321,812 | $47,220 | $11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%. |
| 2020 | 1 | 2 | $234,840 | $36,560 | $18,280iApproximate average salary by contribution assumption: employee only about $457,000 at 4% or $304,667 at 6%; with 50% employer match about $304,667 at 4% or $203,111 at 6%; with 100% employer match about $228,500 at 4% or $152,333 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 2 | $234,840 | $36,560 | $18,280iApproximate average salary by contribution assumption: employee only about $457,000 at 4% or $304,667 at 6%; with 50% employer match about $304,667 at 4% or $203,111 at 6%; with 100% employer match about $228,500 at 4% or $152,333 at 6%. |
| 2019 | 1 | 2 | $165,015 | $35,621 | $17,811iApproximate average salary by contribution assumption: employee only about $445,263 at 4% or $296,842 at 6%; with 50% employer match about $296,842 at 4% or $197,894 at 6%; with 100% employer match about $222,631 at 4% or $148,421 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 2 | $165,015 | $35,621 | $17,811iApproximate average salary by contribution assumption: employee only about $445,263 at 4% or $296,842 at 6%; with 50% employer match about $296,842 at 4% or $197,894 at 6%; with 100% employer match about $222,631 at 4% or $148,421 at 6%. |
| 2018 | 1 | 2 | $102,122 | $28,379 | $14,190iApproximate average salary by contribution assumption: employee only about $354,738 at 4% or $236,492 at 6%; with 50% employer match about $236,492 at 4% or $157,661 at 6%; with 100% employer match about $177,369 at 4% or $118,246 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 2 | $102,122 | $28,379 | $14,190iApproximate average salary by contribution assumption: employee only about $354,738 at 4% or $236,492 at 6%; with 50% employer match about $236,492 at 4% or $157,661 at 6%; with 100% employer match about $177,369 at 4% or $118,246 at 6%. |
| 2017 | 1 | 3 | $83,055 | $30,033 | $10,011iApproximate average salary by contribution assumption: employee only about $250,275 at 4% or $166,850 at 6%; with 50% employer match about $166,850 at 4% or $111,233 at 6%; with 100% employer match about $125,138 at 4% or $83,425 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 3 | $83,055 | $30,033 | $10,011iApproximate average salary by contribution assumption: employee only about $250,275 at 4% or $166,850 at 6%; with 50% employer match about $166,850 at 4% or $111,233 at 6%; with 100% employer match about $125,138 at 4% or $83,425 at 6%. |
| 2016 | 1 | 3 | $49,385 | $32,639 | $10,880iApproximate average salary by contribution assumption: employee only about $271,992 at 4% or $181,328 at 6%; with 50% employer match about $181,328 at 4% or $120,885 at 6%; with 100% employer match about $135,996 at 4% or $90,664 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 3 | $49,385 | $32,639 | $10,880iApproximate average salary by contribution assumption: employee only about $271,992 at 4% or $181,328 at 6%; with 50% employer match about $181,328 at 4% or $120,885 at 6%; with 100% employer match about $135,996 at 4% or $90,664 at 6%. |
| 2015 | 1 | 3 | $14,631 | $15,319 | $5,106iApproximate average salary by contribution assumption: employee only about $127,658 at 4% or $85,106 at 6%; with 50% employer match about $85,106 at 4% or $56,737 at 6%; with 100% employer match about $63,829 at 4% or $42,553 at 6%. |
| BLUNT WEALTH SERVICES, INC. 401(K) SAVINGS PLAN | - | 3 | $14,631 | $15,319 | $5,106iApproximate average salary by contribution assumption: employee only about $127,658 at 4% or $85,106 at 6%; with 50% employer match about $85,106 at 4% or $56,737 at 6%; with 100% employer match about $63,829 at 4% or $42,553 at 6%. |