Civic Intelligence

Insight Financial Advisors

Plan context: Insight Financial Advisors

EIN 41-2031626 • Santa Ana, CA • 23 filings • 4 plans

400 N. Tustin Ave., Ste 250Santa Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,727,202

2024 Contributions

$93,901

Historical Graphs

Total Assets Over Time

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

$2,727,202$1,363,601$0200220132024YearValue
$2,727,202Latest year 2024

Participants Over Time

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

420200220132024YearValue
4Latest 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
202414$2,727,202$93,901$23,475iApproximate average salary by contribution assumption: employee only about $586,881 at 4% or $391,254 at 6%; with 50% employer match about $391,254 at 4% or $260,836 at 6%; with 100% employer match about $293,441 at 4% or $195,627 at 6%.
Insight Financial Advisors-4$2,727,202$93,901$23,475iApproximate average salary by contribution assumption: employee only about $586,881 at 4% or $391,254 at 6%; with 50% employer match about $391,254 at 4% or $260,836 at 6%; with 100% employer match about $293,441 at 4% or $195,627 at 6%.
202314$2,322,556$46,025$11,506iApproximate average salary by contribution assumption: employee only about $287,656 at 4% or $191,771 at 6%; with 50% employer match about $191,771 at 4% or $127,847 at 6%; with 100% employer match about $143,828 at 4% or $95,885 at 6%.
Insight Financial Advisors-4$2,322,556$46,025$11,506iApproximate average salary by contribution assumption: employee only about $287,656 at 4% or $191,771 at 6%; with 50% employer match about $191,771 at 4% or $127,847 at 6%; with 100% employer match about $143,828 at 4% or $95,885 at 6%.
202213$1,908,612$75,757$25,252iApproximate average salary by contribution assumption: employee only about $631,308 at 4% or $420,872 at 6%; with 50% employer match about $420,872 at 4% or $280,581 at 6%; with 100% employer match about $315,654 at 4% or $210,436 at 6%.
Insight Financial Advisors-3$1,908,612$75,757$25,252iApproximate average salary by contribution assumption: employee only about $631,308 at 4% or $420,872 at 6%; with 50% employer match about $420,872 at 4% or $280,581 at 6%; with 100% employer match about $315,654 at 4% or $210,436 at 6%.
202114$2,344,343$104,298$26,075iApproximate average salary by contribution assumption: employee only about $651,863 at 4% or $434,575 at 6%; with 50% employer match about $434,575 at 4% or $289,717 at 6%; with 100% employer match about $325,931 at 4% or $217,288 at 6%.
Insight Financial Advisors-4$2,344,343$104,298$26,075iApproximate average salary by contribution assumption: employee only about $651,863 at 4% or $434,575 at 6%; with 50% employer match about $434,575 at 4% or $289,717 at 6%; with 100% employer match about $325,931 at 4% or $217,288 at 6%.
202014$2,007,300$80,911$20,228iApproximate average salary by contribution assumption: employee only about $505,694 at 4% or $337,129 at 6%; with 50% employer match about $337,129 at 4% or $224,753 at 6%; with 100% employer match about $252,847 at 4% or $168,565 at 6%.
Insight Financial Advisors-4$2,007,300$80,911$20,228iApproximate average salary by contribution assumption: employee only about $505,694 at 4% or $337,129 at 6%; with 50% employer match about $337,129 at 4% or $224,753 at 6%; with 100% employer match about $252,847 at 4% or $168,565 at 6%.
201914$1,606,174$78,424$19,606iApproximate average salary by contribution assumption: employee only about $490,150 at 4% or $326,767 at 6%; with 50% employer match about $326,767 at 4% or $217,844 at 6%; with 100% employer match about $245,075 at 4% or $163,383 at 6%.
Insight Financial Advisors-4$1,606,174$78,424$19,606iApproximate average salary by contribution assumption: employee only about $490,150 at 4% or $326,767 at 6%; with 50% employer match about $326,767 at 4% or $217,844 at 6%; with 100% employer match about $245,075 at 4% or $163,383 at 6%.
201814$1,231,950$76,464$19,116iApproximate average salary by contribution assumption: employee only about $477,900 at 4% or $318,600 at 6%; with 50% employer match about $318,600 at 4% or $212,400 at 6%; with 100% employer match about $238,950 at 4% or $159,300 at 6%.
Insight Financial Advisors-4$1,231,950$76,464$19,116iApproximate average salary by contribution assumption: employee only about $477,900 at 4% or $318,600 at 6%; with 50% employer match about $318,600 at 4% or $212,400 at 6%; with 100% employer match about $238,950 at 4% or $159,300 at 6%.
201714$1,248,009$77,434$19,359iApproximate average salary by contribution assumption: employee only about $483,963 at 4% or $322,642 at 6%; with 50% employer match about $322,642 at 4% or $215,094 at 6%; with 100% employer match about $241,981 at 4% or $161,321 at 6%.
Insight Financial Advisors-4$1,248,009$77,434$19,359iApproximate average salary by contribution assumption: employee only about $483,963 at 4% or $322,642 at 6%; with 50% employer match about $322,642 at 4% or $215,094 at 6%; with 100% employer match about $241,981 at 4% or $161,321 at 6%.
201613$963,400$72,093$24,031iApproximate average salary by contribution assumption: employee only about $600,775 at 4% or $400,517 at 6%; with 50% employer match about $400,517 at 4% or $267,011 at 6%; with 100% employer match about $300,388 at 4% or $200,258 at 6%.
Insight Financial Advisors-3$963,400$72,093$24,031iApproximate average salary by contribution assumption: employee only about $600,775 at 4% or $400,517 at 6%; with 50% employer match about $400,517 at 4% or $267,011 at 6%; with 100% employer match about $300,388 at 4% or $200,258 at 6%.
201514$843,881$71,558$17,890iApproximate average salary by contribution assumption: employee only about $447,238 at 4% or $298,158 at 6%; with 50% employer match about $298,158 at 4% or $198,772 at 6%; with 100% employer match about $223,619 at 4% or $149,079 at 6%.
Insight Financial Advisors-4$843,881$71,558$17,890iApproximate average salary by contribution assumption: employee only about $447,238 at 4% or $298,158 at 6%; with 50% employer match about $298,158 at 4% or $198,772 at 6%; with 100% employer match about $223,619 at 4% or $149,079 at 6%.
201414$810,156$69,999$17,500iApproximate average salary by contribution assumption: employee only about $437,494 at 4% or $291,663 at 6%; with 50% employer match about $291,663 at 4% or $194,442 at 6%; with 100% employer match about $218,747 at 4% or $145,831 at 6%.
Insight Financial Advisors-4$810,156$69,999$17,500iApproximate average salary by contribution assumption: employee only about $437,494 at 4% or $291,663 at 6%; with 50% employer match about $291,663 at 4% or $194,442 at 6%; with 100% employer match about $218,747 at 4% or $145,831 at 6%.
201314$711,687$62,167$15,542iApproximate average salary by contribution assumption: employee only about $388,544 at 4% or $259,029 at 6%; with 50% employer match about $259,029 at 4% or $172,686 at 6%; with 100% employer match about $194,272 at 4% or $129,515 at 6%.
Insight Financial Advisors-4$711,687$62,167$15,542iApproximate average salary by contribution assumption: employee only about $388,544 at 4% or $259,029 at 6%; with 50% employer match about $259,029 at 4% or $172,686 at 6%; with 100% employer match about $194,272 at 4% or $129,515 at 6%.
201214$545,037$55,637$13,909iApproximate average salary by contribution assumption: employee only about $347,731 at 4% or $231,821 at 6%; with 50% employer match about $231,821 at 4% or $154,547 at 6%; with 100% employer match about $173,866 at 4% or $115,910 at 6%.
Insight Financial Advisors-4$545,037$55,637$13,909iApproximate average salary by contribution assumption: employee only about $347,731 at 4% or $231,821 at 6%; with 50% employer match about $231,821 at 4% or $154,547 at 6%; with 100% employer match about $173,866 at 4% or $115,910 at 6%.
201114$427,444$45,731$11,433iApproximate average salary by contribution assumption: employee only about $285,819 at 4% or $190,546 at 6%; with 50% employer match about $190,546 at 4% or $127,031 at 6%; with 100% employer match about $142,909 at 4% or $95,273 at 6%.
Insight Financial Advisors-4$427,444$45,731$11,433iApproximate average salary by contribution assumption: employee only about $285,819 at 4% or $190,546 at 6%; with 50% employer match about $190,546 at 4% or $127,031 at 6%; with 100% employer match about $142,909 at 4% or $95,273 at 6%.
201014$403,376$39,402$9,851iApproximate average salary by contribution assumption: employee only about $246,263 at 4% or $164,175 at 6%; with 50% employer match about $164,175 at 4% or $109,450 at 6%; with 100% employer match about $123,131 at 4% or $82,088 at 6%.
Insight Financial Advisors-4$403,376$39,402$9,851iApproximate average salary by contribution assumption: employee only about $246,263 at 4% or $164,175 at 6%; with 50% employer match about $164,175 at 4% or $109,450 at 6%; with 100% employer match about $123,131 at 4% or $82,088 at 6%.
200913$323,992$34,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Insight Financial Advisors-3$323,992$34,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
200812$230,446$39,697$19,849iApproximate average salary by contribution assumption: employee only about $496,213 at 4% or $330,808 at 6%; with 50% employer match about $330,808 at 4% or $220,539 at 6%; with 100% employer match about $248,106 at 4% or $165,404 at 6%.
Insight Financial Advisors-2$230,446$39,697$19,849iApproximate average salary by contribution assumption: employee only about $496,213 at 4% or $330,808 at 6%; with 50% employer match about $330,808 at 4% or $220,539 at 6%; with 100% employer match about $248,106 at 4% or $165,404 at 6%.
200714$326,271$55,952$13,988iApproximate average salary by contribution assumption: employee only about $349,700 at 4% or $233,133 at 6%; with 50% employer match about $233,133 at 4% or $155,422 at 6%; with 100% employer match about $174,850 at 4% or $116,567 at 6%.
Insight Financial Advisors-4$326,271$55,952$13,988iApproximate average salary by contribution assumption: employee only about $349,700 at 4% or $233,133 at 6%; with 50% employer match about $233,133 at 4% or $155,422 at 6%; with 100% employer match about $174,850 at 4% or $116,567 at 6%.
200613$236,629$61,559$20,520iApproximate average salary by contribution assumption: employee only about $512,992 at 4% or $341,994 at 6%; with 50% employer match about $341,994 at 4% or $227,996 at 6%; with 100% employer match about $256,496 at 4% or $170,997 at 6%.
Insight Financial Advisors-3$236,629$61,559$20,520iApproximate average salary by contribution assumption: employee only about $512,992 at 4% or $341,994 at 6%; with 50% employer match about $341,994 at 4% or $227,996 at 6%; with 100% employer match about $256,496 at 4% or $170,997 at 6%.
200513$144,285$48,006$16,002iApproximate average salary by contribution assumption: employee only about $400,050 at 4% or $266,700 at 6%; with 50% employer match about $266,700 at 4% or $177,800 at 6%; with 100% employer match about $200,025 at 4% or $133,350 at 6%.
Insight Financial Advisors-3$144,285$48,006$16,002iApproximate average salary by contribution assumption: employee only about $400,050 at 4% or $266,700 at 6%; with 50% employer match about $266,700 at 4% or $177,800 at 6%; with 100% employer match about $200,025 at 4% or $133,350 at 6%.
200413$83,776$34,095$11,365iApproximate average salary by contribution assumption: employee only about $284,125 at 4% or $189,417 at 6%; with 50% employer match about $189,417 at 4% or $126,278 at 6%; with 100% employer match about $142,063 at 4% or $94,708 at 6%.
Insight Financial Advisors-3$83,776$34,095$11,365iApproximate average salary by contribution assumption: employee only about $284,125 at 4% or $189,417 at 6%; with 50% employer match about $189,417 at 4% or $126,278 at 6%; with 100% employer match about $142,063 at 4% or $94,708 at 6%.
200312$40,510$17,445$8,723iApproximate average salary by contribution assumption: employee only about $218,063 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,917 at 6%; with 100% employer match about $109,031 at 4% or $72,688 at 6%.
Insight Financial Advisors-2$40,510$17,445$8,723iApproximate average salary by contribution assumption: employee only about $218,063 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,917 at 6%; with 100% employer match about $109,031 at 4% or $72,688 at 6%.
200212$15,249$15,565$7,783iApproximate average salary by contribution assumption: employee only about $194,563 at 4% or $129,708 at 6%; with 50% employer match about $129,708 at 4% or $86,472 at 6%; with 100% employer match about $97,281 at 4% or $64,854 at 6%.
Insight Financial Advisors-2$15,249$15,565$7,783iApproximate average salary by contribution assumption: employee only about $194,563 at 4% or $129,708 at 6%; with 50% employer match about $129,708 at 4% or $86,472 at 6%; with 100% employer match about $97,281 at 4% or $64,854 at 6%.