Tri-Focus Wealth Management Group Inc.
Plan context: Tri-Focus Wealth Management Group Inc. 401(K) Psp
EIN 37-1498724 • Calimesa, CA • 9 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$77,664
2013 Contributions
$868
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $868 | - |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 0 | $0 | $868 | - |
| 2012 | 1 | 3 | $77,664 | $16,366 | $5,455iApproximate average salary by contribution assumption: employee only about $136,383 at 4% or $90,922 at 6%; with 50% employer match about $90,922 at 4% or $60,615 at 6%; with 100% employer match about $68,192 at 4% or $45,461 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 3 | $77,664 | $16,366 | $5,455iApproximate average salary by contribution assumption: employee only about $136,383 at 4% or $90,922 at 6%; with 50% employer match about $90,922 at 4% or $60,615 at 6%; with 100% employer match about $68,192 at 4% or $45,461 at 6%. |
| 2011 | 1 | 2 | $58,307 | $4,738 | $2,369iApproximate average salary by contribution assumption: employee only about $59,225 at 4% or $39,483 at 6%; with 50% employer match about $39,483 at 4% or $26,322 at 6%; with 100% employer match about $29,613 at 4% or $19,742 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 2 | $58,307 | $4,738 | $2,369iApproximate average salary by contribution assumption: employee only about $59,225 at 4% or $39,483 at 6%; with 50% employer match about $39,483 at 4% or $26,322 at 6%; with 100% employer match about $29,613 at 4% or $19,742 at 6%. |
| 2010 | 1 | 3 | $59,849 | $5,537 | $1,846iApproximate average salary by contribution assumption: employee only about $46,142 at 4% or $30,761 at 6%; with 50% employer match about $30,761 at 4% or $20,507 at 6%; with 100% employer match about $23,071 at 4% or $15,381 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 3 | $59,849 | $5,537 | $1,846iApproximate average salary by contribution assumption: employee only about $46,142 at 4% or $30,761 at 6%; with 50% employer match about $30,761 at 4% or $20,507 at 6%; with 100% employer match about $23,071 at 4% or $15,381 at 6%. |
| 2009 | 1 | 3 | $119,748 | $9,684 | $3,228iApproximate average salary by contribution assumption: employee only about $80,700 at 4% or $53,800 at 6%; with 50% employer match about $53,800 at 4% or $35,867 at 6%; with 100% employer match about $40,350 at 4% or $26,900 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 3 | $119,748 | $9,684 | $3,228iApproximate average salary by contribution assumption: employee only about $80,700 at 4% or $53,800 at 6%; with 50% employer match about $53,800 at 4% or $35,867 at 6%; with 100% employer match about $40,350 at 4% or $26,900 at 6%. |
| 2008 | 1 | 4 | $114,235 | $44,980 | $11,245iApproximate average salary by contribution assumption: employee only about $281,125 at 4% or $187,417 at 6%; with 50% employer match about $187,417 at 4% or $124,944 at 6%; with 100% employer match about $140,563 at 4% or $93,708 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 4 | $114,235 | $44,980 | $11,245iApproximate average salary by contribution assumption: employee only about $281,125 at 4% or $187,417 at 6%; with 50% employer match about $187,417 at 4% or $124,944 at 6%; with 100% employer match about $140,563 at 4% or $93,708 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 3 | - | - | - |
| 2006 | 1 | 2 | $61,474 | $10,970 | $5,485iApproximate average salary by contribution assumption: employee only about $137,125 at 4% or $91,417 at 6%; with 50% employer match about $91,417 at 4% or $60,944 at 6%; with 100% employer match about $68,563 at 4% or $45,708 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 2 | $61,474 | $10,970 | $5,485iApproximate average salary by contribution assumption: employee only about $137,125 at 4% or $91,417 at 6%; with 50% employer match about $91,417 at 4% or $60,944 at 6%; with 100% employer match about $68,563 at 4% or $45,708 at 6%. |
| 2005 | 1 | 2 | $45,696 | $42,340 | $21,170iApproximate average salary by contribution assumption: employee only about $529,250 at 4% or $352,833 at 6%; with 50% employer match about $352,833 at 4% or $235,222 at 6%; with 100% employer match about $264,625 at 4% or $176,417 at 6%. |
| Tri-Focus Wealth Management Group Inc. 401(K) Psp | - | 2 | $45,696 | $42,340 | $21,170iApproximate average salary by contribution assumption: employee only about $529,250 at 4% or $352,833 at 6%; with 50% employer match about $352,833 at 4% or $235,222 at 6%; with 100% employer match about $264,625 at 4% or $176,417 at 6%. |