Provence Wealth Management Gro
Plan context: Provence Wealth Management Gro 401 K Profit Sharing Plan Trust
EIN 45-1472106 • Irvine, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
6
2016 Assets
$368,244
2016 Contributions
$98,849
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 6 | $368,244 | $98,849 | $16,475iApproximate average salary by contribution assumption: employee only about $411,871 at 4% or $274,581 at 6%; with 50% employer match about $274,581 at 4% or $183,054 at 6%; with 100% employer match about $205,935 at 4% or $137,290 at 6%. |
| Provence Wealth Management Gro 401 K Profit Sharing Plan Trust | - | 6 | $368,244 | $98,849 | $16,475iApproximate average salary by contribution assumption: employee only about $411,871 at 4% or $274,581 at 6%; with 50% employer match about $274,581 at 4% or $183,054 at 6%; with 100% employer match about $205,935 at 4% or $137,290 at 6%. |
| 2015 | 1 | 3 | $238,202 | $64,011 | $21,337iApproximate average salary by contribution assumption: employee only about $533,425 at 4% or $355,617 at 6%; with 50% employer match about $355,617 at 4% or $237,078 at 6%; with 100% employer match about $266,713 at 4% or $177,808 at 6%. |
| Provence Wealth Management Gro 401 K Profit Sharing Plan Trust | - | 3 | $238,202 | $64,011 | $21,337iApproximate average salary by contribution assumption: employee only about $533,425 at 4% or $355,617 at 6%; with 50% employer match about $355,617 at 4% or $237,078 at 6%; with 100% employer match about $266,713 at 4% or $177,808 at 6%. |
| 2014 | 1 | 3 | $178,588 | $139,588 | $46,529iApproximate average salary by contribution assumption: employee only about $1,163,233 at 4% or $775,489 at 6%; with 50% employer match about $775,489 at 4% or $516,993 at 6%; with 100% employer match about $581,617 at 4% or $387,744 at 6%. |
| Provence Wealth Management Gro 401 K Profit Sharing Plan Trust | - | 3 | $178,588 | $139,588 | $46,529iApproximate average salary by contribution assumption: employee only about $1,163,233 at 4% or $775,489 at 6%; with 50% employer match about $775,489 at 4% or $516,993 at 6%; with 100% employer match about $581,617 at 4% or $387,744 at 6%. |
| 2013 | 1 | 4 | $36,484 | $31,107 | $7,777iApproximate average salary by contribution assumption: employee only about $194,419 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,408 at 6%; with 100% employer match about $97,209 at 4% or $64,806 at 6%. |
| Provence Wealth Management Gro 401 K Profit Sharing Plan Trust | - | 4 | $36,484 | $31,107 | $7,777iApproximate average salary by contribution assumption: employee only about $194,419 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,408 at 6%; with 100% employer match about $97,209 at 4% or $64,806 at 6%. |
| 2012 | 1 | 2 | $1,509 | $1,490 | $745iApproximate average salary by contribution assumption: employee only about $18,625 at 4% or $12,417 at 6%; with 50% employer match about $12,417 at 4% or $8,278 at 6%; with 100% employer match about $9,313 at 4% or $6,208 at 6%. |
| Provence Wealth Management Gro 401 K Profit Sharing Plan Trust | - | 2 | $1,509 | $1,490 | $745iApproximate average salary by contribution assumption: employee only about $18,625 at 4% or $12,417 at 6%; with 50% employer match about $12,417 at 4% or $8,278 at 6%; with 100% employer match about $9,313 at 4% or $6,208 at 6%. |