Vance Wealth Group Inc.
Plan context: Vance Wealth Group Inc. 401(K) Profit Sharing Plan
EIN 42-1574269 • Santa Clarita, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
10
2019 Assets
$1,202,390
2019 Contributions
$173,974
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 10 | $1,202,390 | $173,974 | $17,397iApproximate average salary by contribution assumption: employee only about $434,935 at 4% or $289,957 at 6%; with 50% employer match about $289,957 at 4% or $193,304 at 6%; with 100% employer match about $217,468 at 4% or $144,978 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 10 | $1,202,390 | $173,974 | $17,397iApproximate average salary by contribution assumption: employee only about $434,935 at 4% or $289,957 at 6%; with 50% employer match about $289,957 at 4% or $193,304 at 6%; with 100% employer match about $217,468 at 4% or $144,978 at 6%. |
| 2018 | 1 | 7 | $686,135 | $112,100 | $16,014iApproximate average salary by contribution assumption: employee only about $400,357 at 4% or $266,905 at 6%; with 50% employer match about $266,905 at 4% or $177,937 at 6%; with 100% employer match about $200,179 at 4% or $133,452 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 7 | $686,135 | $112,100 | $16,014iApproximate average salary by contribution assumption: employee only about $400,357 at 4% or $266,905 at 6%; with 50% employer match about $266,905 at 4% or $177,937 at 6%; with 100% employer match about $200,179 at 4% or $133,452 at 6%. |
| 2017 | 1 | 7 | $827,762 | $106,099 | $15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 7 | $827,762 | $106,099 | $15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%. |
| 2016 | 1 | 7 | $616,841 | $109,269 | $15,610iApproximate average salary by contribution assumption: employee only about $390,246 at 4% or $260,164 at 6%; with 50% employer match about $260,164 at 4% or $173,443 at 6%; with 100% employer match about $195,123 at 4% or $130,082 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 7 | $616,841 | $109,269 | $15,610iApproximate average salary by contribution assumption: employee only about $390,246 at 4% or $260,164 at 6%; with 50% employer match about $260,164 at 4% or $173,443 at 6%; with 100% employer match about $195,123 at 4% or $130,082 at 6%. |
| 2015 | 1 | 6 | $434,416 | $55,338 | $9,223iApproximate average salary by contribution assumption: employee only about $230,575 at 4% or $153,717 at 6%; with 50% employer match about $153,717 at 4% or $102,478 at 6%; with 100% employer match about $115,288 at 4% or $76,858 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 6 | $434,416 | $55,338 | $9,223iApproximate average salary by contribution assumption: employee only about $230,575 at 4% or $153,717 at 6%; with 50% employer match about $153,717 at 4% or $102,478 at 6%; with 100% employer match about $115,288 at 4% or $76,858 at 6%. |
| 2014 | 1 | 5 | $390,011 | $87,608 | $17,522iApproximate average salary by contribution assumption: employee only about $438,040 at 4% or $292,027 at 6%; with 50% employer match about $292,027 at 4% or $194,684 at 6%; with 100% employer match about $219,020 at 4% or $146,013 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 5 | $390,011 | $87,608 | $17,522iApproximate average salary by contribution assumption: employee only about $438,040 at 4% or $292,027 at 6%; with 50% employer match about $292,027 at 4% or $194,684 at 6%; with 100% employer match about $219,020 at 4% or $146,013 at 6%. |
| 2013 | 1 | 4 | $289,867 | $80,282 | $20,071iApproximate average salary by contribution assumption: employee only about $501,763 at 4% or $334,508 at 6%; with 50% employer match about $334,508 at 4% or $223,006 at 6%; with 100% employer match about $250,881 at 4% or $167,254 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 4 | $289,867 | $80,282 | $20,071iApproximate average salary by contribution assumption: employee only about $501,763 at 4% or $334,508 at 6%; with 50% employer match about $334,508 at 4% or $223,006 at 6%; with 100% employer match about $250,881 at 4% or $167,254 at 6%. |
| 2012 | 1 | 4 | $192,124 | $33,474 | $8,369iApproximate average salary by contribution assumption: employee only about $209,213 at 4% or $139,475 at 6%; with 50% employer match about $139,475 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,738 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 4 | $192,124 | $33,474 | $8,369iApproximate average salary by contribution assumption: employee only about $209,213 at 4% or $139,475 at 6%; with 50% employer match about $139,475 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,738 at 6%. |
| 2011 | 1 | 4 | $145,927 | $24,364 | $6,091iApproximate average salary by contribution assumption: employee only about $152,275 at 4% or $101,517 at 6%; with 50% employer match about $101,517 at 4% or $67,678 at 6%; with 100% employer match about $76,138 at 4% or $50,758 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 4 | $145,927 | $24,364 | $6,091iApproximate average salary by contribution assumption: employee only about $152,275 at 4% or $101,517 at 6%; with 50% employer match about $101,517 at 4% or $67,678 at 6%; with 100% employer match about $76,138 at 4% or $50,758 at 6%. |
| 2010 | 1 | 4 | $122,702 | $23,371 | $5,843iApproximate average salary by contribution assumption: employee only about $146,069 at 4% or $97,379 at 6%; with 50% employer match about $97,379 at 4% or $64,919 at 6%; with 100% employer match about $73,034 at 4% or $48,690 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 4 | $122,702 | $23,371 | $5,843iApproximate average salary by contribution assumption: employee only about $146,069 at 4% or $97,379 at 6%; with 50% employer match about $97,379 at 4% or $64,919 at 6%; with 100% employer match about $73,034 at 4% or $48,690 at 6%. |
| 2009 | 1 | 4 | $147,366 | $20,408 | $5,102iApproximate average salary by contribution assumption: employee only about $127,550 at 4% or $85,033 at 6%; with 50% employer match about $85,033 at 4% or $56,689 at 6%; with 100% employer match about $63,775 at 4% or $42,517 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 4 | $147,366 | $20,408 | $5,102iApproximate average salary by contribution assumption: employee only about $127,550 at 4% or $85,033 at 6%; with 50% employer match about $85,033 at 4% or $56,689 at 6%; with 100% employer match about $63,775 at 4% or $42,517 at 6%. |
| 2008 | 1 | 5 | $101,730 | $38,565 | $7,713iApproximate average salary by contribution assumption: employee only about $192,825 at 4% or $128,550 at 6%; with 50% employer match about $128,550 at 4% or $85,700 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%. |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 5 | $101,730 | $38,565 | $7,713iApproximate average salary by contribution assumption: employee only about $192,825 at 4% or $128,550 at 6%; with 50% employer match about $128,550 at 4% or $85,700 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Vance Wealth Group Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |