Pierson Wealth Management Inc.
Plan context: Pierson Wealth Management Inc. 401K Plan
EIN 45-1660607 • Santa Clarita, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$508,764
2025 Contributions
$166,158
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 | 8 | $508,764 | $166,158 | $20,770iApproximate average salary by contribution assumption: employee only about $519,244 at 4% or $346,163 at 6%; with 50% employer match about $346,163 at 4% or $230,775 at 6%; with 100% employer match about $259,622 at 4% or $173,081 at 6%. |
| Pierson Wealth Management Inc. 401K Plan | - | 8 | $508,764 | $166,158 | $20,770iApproximate average salary by contribution assumption: employee only about $519,244 at 4% or $346,163 at 6%; with 50% employer match about $346,163 at 4% or $230,775 at 6%; with 100% employer match about $259,622 at 4% or $173,081 at 6%. |
| 2024 | 1 | 9 | $305,582 | $182,809 | $20,312iApproximate average salary by contribution assumption: employee only about $507,803 at 4% or $338,535 at 6%; with 50% employer match about $338,535 at 4% or $225,690 at 6%; with 100% employer match about $253,901 at 4% or $169,268 at 6%. |
| Pierson Wealth Management Inc. 401K Plan | - | 9 | $305,582 | $182,809 | $20,312iApproximate average salary by contribution assumption: employee only about $507,803 at 4% or $338,535 at 6%; with 50% employer match about $338,535 at 4% or $225,690 at 6%; with 100% employer match about $253,901 at 4% or $169,268 at 6%. |
| 2023 | 1 | 6 | $98,494 | $90,690 | $15,115iApproximate average salary by contribution assumption: employee only about $377,875 at 4% or $251,917 at 6%; with 50% employer match about $251,917 at 4% or $167,944 at 6%; with 100% employer match about $188,938 at 4% or $125,958 at 6%. |
| Pierson Wealth Management Inc. 401K Plan | - | 6 | $98,494 | $90,690 | $15,115iApproximate average salary by contribution assumption: employee only about $377,875 at 4% or $251,917 at 6%; with 50% employer match about $251,917 at 4% or $167,944 at 6%; with 100% employer match about $188,938 at 4% or $125,958 at 6%. |