Civic Intelligence

Solano Wealth Management Inc

Plan context: Solano Wealth Management Inc 401K Profit Sharing Plan

EIN 41-2144184 • Fairfield, CA • 16 filings • 2 plans

1300 Oliver Road Suite 210Fairfield, CA 94534
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,090,848

2023 Contributions

$105,711

Historical Graphs

Total Assets Over Time

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

$2,446,249$1,223,125$0201420182022YearValue
$2,090,848Latest year 2022

Participants Over Time

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

630201420182022YearValue
3Latest year 2022

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
202310$0$105,711-
Solano Wealth Management Inc 401K Profit Sharing Plan-0$0$105,711-
202213$2,090,848$130,786$43,595iApproximate average salary by contribution assumption: employee only about $1,089,883 at 4% or $726,589 at 6%; with 50% employer match about $726,589 at 4% or $484,393 at 6%; with 100% employer match about $544,942 at 4% or $363,294 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-3$2,090,848$130,786$43,595iApproximate average salary by contribution assumption: employee only about $1,089,883 at 4% or $726,589 at 6%; with 50% employer match about $726,589 at 4% or $484,393 at 6%; with 100% employer match about $544,942 at 4% or $363,294 at 6%.
202123$2,399,363$1,827,319$609,106iApproximate average salary by contribution assumption: employee only about $15,227,658 at 4% or $10,151,772 at 6%; with 50% employer match about $10,151,772 at 4% or $6,767,848 at 6%; with 100% employer match about $7,613,829 at 4% or $5,075,886 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-3$2,399,363$1,827,319$609,106iApproximate average salary by contribution assumption: employee only about $15,227,658 at 4% or $10,151,772 at 6%; with 50% employer match about $10,151,772 at 4% or $6,767,848 at 6%; with 100% employer match about $7,613,829 at 4% or $5,075,886 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-0$0--
202025$2,446,249$301,381$60,276iApproximate average salary by contribution assumption: employee only about $1,506,905 at 4% or $1,004,603 at 6%; with 50% employer match about $1,004,603 at 4% or $669,736 at 6%; with 100% employer match about $753,453 at 4% or $502,302 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-5$1,747,613$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-5$698,636$151,381$30,276iApproximate average salary by contribution assumption: employee only about $756,905 at 4% or $504,603 at 6%; with 50% employer match about $504,603 at 4% or $336,402 at 6%; with 100% employer match about $378,453 at 4% or $252,302 at 6%.
201925$1,852,151$260,072$52,014iApproximate average salary by contribution assumption: employee only about $1,300,360 at 4% or $866,907 at 6%; with 50% employer match about $866,907 at 4% or $577,938 at 6%; with 100% employer match about $650,180 at 4% or $433,453 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-5$1,366,399$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-5$485,752$110,072$22,014iApproximate average salary by contribution assumption: employee only about $550,360 at 4% or $366,907 at 6%; with 50% employer match about $366,907 at 4% or $244,604 at 6%; with 100% employer match about $275,180 at 4% or $183,453 at 6%.
201825$1,263,877$284,714$56,943iApproximate average salary by contribution assumption: employee only about $1,423,570 at 4% or $949,047 at 6%; with 50% employer match about $949,047 at 4% or $632,698 at 6%; with 100% employer match about $711,785 at 4% or $474,523 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-5$953,808$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-5$310,069$84,714$16,943iApproximate average salary by contribution assumption: employee only about $423,570 at 4% or $282,380 at 6%; with 50% employer match about $282,380 at 4% or $188,253 at 6%; with 100% employer match about $211,785 at 4% or $141,190 at 6%.
201726$1,079,756$239,788$39,965iApproximate average salary by contribution assumption: employee only about $999,117 at 4% or $666,078 at 6%; with 50% employer match about $666,078 at 4% or $444,052 at 6%; with 100% employer match about $499,558 at 4% or $333,039 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-6$839,797$130,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-6$239,959$109,788$18,298iApproximate average salary by contribution assumption: employee only about $457,450 at 4% or $304,967 at 6%; with 50% employer match about $304,967 at 4% or $203,311 at 6%; with 100% employer match about $228,725 at 4% or $152,483 at 6%.
201625$705,727$304,217$60,843iApproximate average salary by contribution assumption: employee only about $1,521,085 at 4% or $1,014,057 at 6%; with 50% employer match about $1,014,057 at 4% or $676,038 at 6%; with 100% employer match about $760,543 at 4% or $507,028 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-5$581,954$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Solano Wealth Management Inc 401K Profit Sharing Plan-5$123,773$104,217$20,843iApproximate average salary by contribution assumption: employee only about $521,085 at 4% or $347,390 at 6%; with 50% employer match about $347,390 at 4% or $231,593 at 6%; with 100% employer match about $260,543 at 4% or $173,695 at 6%.
201515$348,287$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-5$348,287$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201415$153,287$154,000$30,800iApproximate average salary by contribution assumption: employee only about $770,000 at 4% or $513,333 at 6%; with 50% employer match about $513,333 at 4% or $342,222 at 6%; with 100% employer match about $385,000 at 4% or $256,667 at 6%.
SOLANO WEALTH MANAGEMENT INC DEFINED BENEFIT PENSION PLAN-5$153,287$154,000$30,800iApproximate average salary by contribution assumption: employee only about $770,000 at 4% or $513,333 at 6%; with 50% employer match about $513,333 at 4% or $342,222 at 6%; with 100% employer match about $385,000 at 4% or $256,667 at 6%.