CERTUS WEALTH ADVISORS
Plan context: CERTUS WEALTH ADVISORS 401(K) PLAN
EIN 41-3342992 • Irvine, CA • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$685,697
2025 Contributions
$87,500
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 | 3 | $685,697 | $87,500 | $29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%. |
| CERTUS WEALTH ADVISORS 401(K) PLAN | - | 3 | $685,697 | $87,500 | $29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%. |