Globalview Advisors LLC
Plan context: Globalview Advisors LLC 401(K) Plan
EIN 43-1960120 • Irvine, CA • 19 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
13
2022 Assets
$3,196,069
2022 Contributions
$19,231
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $19,231 | - |
| Globalview Advisors LLC 401(K) Plan | - | 0 | $0 | $19,231 | - |
| 2021 | 2 | 13 | $3,196,069 | $368,736 | $28,364iApproximate average salary by contribution assumption: employee only about $709,108 at 4% or $472,738 at 6%; with 50% employer match about $472,738 at 4% or $315,159 at 6%; with 100% employer match about $354,554 at 4% or $236,369 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $2,712,647 | $275,314 | $21,178iApproximate average salary by contribution assumption: employee only about $529,450 at 4% or $352,967 at 6%; with 50% employer match about $352,967 at 4% or $235,311 at 6%; with 100% employer match about $264,725 at 4% or $176,483 at 6%. |
| GLOBALVIEW ADVISORS EMPLOYEE STOCK OWNERSHIP PLAN | - | 11 | $483,422 | $93,422 | $8,493iApproximate average salary by contribution assumption: employee only about $212,323 at 4% or $141,548 at 6%; with 50% employer match about $141,548 at 4% or $94,366 at 6%; with 100% employer match about $106,161 at 4% or $70,774 at 6%. |
| 2020 | 2 | 13 | $2,630,078 | $178,127 | $13,702iApproximate average salary by contribution assumption: employee only about $342,552 at 4% or $228,368 at 6%; with 50% employer match about $228,368 at 4% or $152,245 at 6%; with 100% employer match about $171,276 at 4% or $114,184 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $2,230,078 | $178,127 | $13,702iApproximate average salary by contribution assumption: employee only about $342,552 at 4% or $228,368 at 6%; with 50% employer match about $228,368 at 4% or $152,245 at 6%; with 100% employer match about $171,276 at 4% or $114,184 at 6%. |
| GLOBALVIEW ADVISORS EMPLOYEE STOCK OWNERSHIP PLAN | - | 12 | $400,000 | - | - |
| 2019 | 1 | 12 | $2,041,192 | $199,961 | $16,663iApproximate average salary by contribution assumption: employee only about $416,585 at 4% or $277,724 at 6%; with 50% employer match about $277,724 at 4% or $185,149 at 6%; with 100% employer match about $208,293 at 4% or $138,862 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 12 | $2,041,192 | $199,961 | $16,663iApproximate average salary by contribution assumption: employee only about $416,585 at 4% or $277,724 at 6%; with 50% employer match about $277,724 at 4% or $185,149 at 6%; with 100% employer match about $208,293 at 4% or $138,862 at 6%. |
| 2018 | 1 | 13 | $2,219,275 | $222,892 | $17,146iApproximate average salary by contribution assumption: employee only about $428,638 at 4% or $285,759 at 6%; with 50% employer match about $285,759 at 4% or $190,506 at 6%; with 100% employer match about $214,319 at 4% or $142,879 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $2,219,275 | $222,892 | $17,146iApproximate average salary by contribution assumption: employee only about $428,638 at 4% or $285,759 at 6%; with 50% employer match about $285,759 at 4% or $190,506 at 6%; with 100% employer match about $214,319 at 4% or $142,879 at 6%. |
| 2017 | 1 | 12 | $2,152,897 | $226,356 | $18,863iApproximate average salary by contribution assumption: employee only about $471,575 at 4% or $314,383 at 6%; with 50% employer match about $314,383 at 4% or $209,589 at 6%; with 100% employer match about $235,788 at 4% or $157,192 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 12 | $2,152,897 | $226,356 | $18,863iApproximate average salary by contribution assumption: employee only about $471,575 at 4% or $314,383 at 6%; with 50% employer match about $314,383 at 4% or $209,589 at 6%; with 100% employer match about $235,788 at 4% or $157,192 at 6%. |
| 2016 | 1 | 11 | $1,679,339 | $219,747 | $19,977iApproximate average salary by contribution assumption: employee only about $499,425 at 4% or $332,950 at 6%; with 50% employer match about $332,950 at 4% or $221,967 at 6%; with 100% employer match about $249,713 at 4% or $166,475 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 11 | $1,679,339 | $219,747 | $19,977iApproximate average salary by contribution assumption: employee only about $499,425 at 4% or $332,950 at 6%; with 50% employer match about $332,950 at 4% or $221,967 at 6%; with 100% employer match about $249,713 at 4% or $166,475 at 6%. |
| 2015 | 1 | 12 | $1,547,950 | $227,857 | $18,988iApproximate average salary by contribution assumption: employee only about $474,702 at 4% or $316,468 at 6%; with 50% employer match about $316,468 at 4% or $210,979 at 6%; with 100% employer match about $237,351 at 4% or $158,234 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 12 | $1,547,950 | $227,857 | $18,988iApproximate average salary by contribution assumption: employee only about $474,702 at 4% or $316,468 at 6%; with 50% employer match about $316,468 at 4% or $210,979 at 6%; with 100% employer match about $237,351 at 4% or $158,234 at 6%. |
| 2014 | 1 | 12 | $1,378,242 | $209,193 | $17,433iApproximate average salary by contribution assumption: employee only about $435,819 at 4% or $290,546 at 6%; with 50% employer match about $290,546 at 4% or $193,697 at 6%; with 100% employer match about $217,909 at 4% or $145,273 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 12 | $1,378,242 | $209,193 | $17,433iApproximate average salary by contribution assumption: employee only about $435,819 at 4% or $290,546 at 6%; with 50% employer match about $290,546 at 4% or $193,697 at 6%; with 100% employer match about $217,909 at 4% or $145,273 at 6%. |
| 2013 | 1 | 13 | $1,171,143 | $175,653 | $13,512iApproximate average salary by contribution assumption: employee only about $337,794 at 4% or $225,196 at 6%; with 50% employer match about $225,196 at 4% or $150,131 at 6%; with 100% employer match about $168,897 at 4% or $112,598 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $1,171,143 | $175,653 | $13,512iApproximate average salary by contribution assumption: employee only about $337,794 at 4% or $225,196 at 6%; with 50% employer match about $225,196 at 4% or $150,131 at 6%; with 100% employer match about $168,897 at 4% or $112,598 at 6%. |
| 2012 | 1 | 13 | $861,890 | $179,940 | $13,842iApproximate average salary by contribution assumption: employee only about $346,038 at 4% or $230,692 at 6%; with 50% employer match about $230,692 at 4% or $153,795 at 6%; with 100% employer match about $173,019 at 4% or $115,346 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $861,890 | $179,940 | $13,842iApproximate average salary by contribution assumption: employee only about $346,038 at 4% or $230,692 at 6%; with 50% employer match about $230,692 at 4% or $153,795 at 6%; with 100% employer match about $173,019 at 4% or $115,346 at 6%. |
| 2011 | 1 | 13 | $613,604 | $152,346 | $11,719iApproximate average salary by contribution assumption: employee only about $292,973 at 4% or $195,315 at 6%; with 50% employer match about $195,315 at 4% or $130,210 at 6%; with 100% employer match about $146,487 at 4% or $97,658 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $613,604 | $152,346 | $11,719iApproximate average salary by contribution assumption: employee only about $292,973 at 4% or $195,315 at 6%; with 50% employer match about $195,315 at 4% or $130,210 at 6%; with 100% employer match about $146,487 at 4% or $97,658 at 6%. |
| 2010 | 1 | 12 | $667,663 | $172,069 | $14,339iApproximate average salary by contribution assumption: employee only about $358,477 at 4% or $238,985 at 6%; with 50% employer match about $238,985 at 4% or $159,323 at 6%; with 100% employer match about $179,239 at 4% or $119,492 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 12 | $667,663 | $172,069 | $14,339iApproximate average salary by contribution assumption: employee only about $358,477 at 4% or $238,985 at 6%; with 50% employer match about $238,985 at 4% or $159,323 at 6%; with 100% employer match about $179,239 at 4% or $119,492 at 6%. |
| 2009 | 1 | 13 | $496,167 | $149,520 | $11,502iApproximate average salary by contribution assumption: employee only about $287,538 at 4% or $191,692 at 6%; with 50% employer match about $191,692 at 4% or $127,795 at 6%; with 100% employer match about $143,769 at 4% or $95,846 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 13 | $496,167 | $149,520 | $11,502iApproximate average salary by contribution assumption: employee only about $287,538 at 4% or $191,692 at 6%; with 50% employer match about $191,692 at 4% or $127,795 at 6%; with 100% employer match about $143,769 at 4% or $95,846 at 6%. |
| 2008 | 1 | 10 | $233,356 | $134,529 | $13,453iApproximate average salary by contribution assumption: employee only about $336,323 at 4% or $224,215 at 6%; with 50% employer match about $224,215 at 4% or $149,477 at 6%; with 100% employer match about $168,161 at 4% or $112,108 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 10 | $233,356 | $134,529 | $13,453iApproximate average salary by contribution assumption: employee only about $336,323 at 4% or $224,215 at 6%; with 50% employer match about $224,215 at 4% or $149,477 at 6%; with 100% employer match about $168,161 at 4% or $112,108 at 6%. |
| 2007 | 1 | 9 | $313,774 | $115,645 | $12,849iApproximate average salary by contribution assumption: employee only about $321,236 at 4% or $214,157 at 6%; with 50% employer match about $214,157 at 4% or $142,772 at 6%; with 100% employer match about $160,618 at 4% or $107,079 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 9 | $313,774 | $115,645 | $12,849iApproximate average salary by contribution assumption: employee only about $321,236 at 4% or $214,157 at 6%; with 50% employer match about $214,157 at 4% or $142,772 at 6%; with 100% employer match about $160,618 at 4% or $107,079 at 6%. |
| 2006 | 1 | 10 | $198,120 | $79,266 | $7,927iApproximate average salary by contribution assumption: employee only about $198,165 at 4% or $132,110 at 6%; with 50% employer match about $132,110 at 4% or $88,073 at 6%; with 100% employer match about $99,083 at 4% or $66,055 at 6%. |
| Globalview Advisors LLC 401(K) Plan | - | 10 | $198,120 | $79,266 | $7,927iApproximate average salary by contribution assumption: employee only about $198,165 at 4% or $132,110 at 6%; with 50% employer match about $132,110 at 4% or $88,073 at 6%; with 100% employer match about $99,083 at 4% or $66,055 at 6%. |