Johanson Financial Advisors Inc.
Plan context: Johanson Financial Advisors Inc. 401(K) P/S Plan
EIN 45-3247522 • Campbell, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
6
2018 Assets
$1,567,535
2018 Contributions
$135,493
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 6 | $1,567,535 | $135,493 | $22,582iApproximate average salary by contribution assumption: employee only about $564,554 at 4% or $376,369 at 6%; with 50% employer match about $376,369 at 4% or $250,913 at 6%; with 100% employer match about $282,277 at 4% or $188,185 at 6%. |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 6 | $1,567,535 | $135,493 | $22,582iApproximate average salary by contribution assumption: employee only about $564,554 at 4% or $376,369 at 6%; with 50% employer match about $376,369 at 4% or $250,913 at 6%; with 100% employer match about $282,277 at 4% or $188,185 at 6%. |
| 2016 | 1 | 7 | $1,253,577 | $123,771 | $17,682iApproximate average salary by contribution assumption: employee only about $442,039 at 4% or $294,693 at 6%; with 50% employer match about $294,693 at 4% or $196,462 at 6%; with 100% employer match about $221,020 at 4% or $147,346 at 6%. |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 7 | $1,253,577 | $123,771 | $17,682iApproximate average salary by contribution assumption: employee only about $442,039 at 4% or $294,693 at 6%; with 50% employer match about $294,693 at 4% or $196,462 at 6%; with 100% employer match about $221,020 at 4% or $147,346 at 6%. |
| 2015 | 1 | 7 | $1,016,649 | $87,326 | $12,475iApproximate average salary by contribution assumption: employee only about $311,879 at 4% or $207,919 at 6%; with 50% employer match about $207,919 at 4% or $138,613 at 6%; with 100% employer match about $155,939 at 4% or $103,960 at 6%. |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 7 | $1,016,649 | $87,326 | $12,475iApproximate average salary by contribution assumption: employee only about $311,879 at 4% or $207,919 at 6%; with 50% employer match about $207,919 at 4% or $138,613 at 6%; with 100% employer match about $155,939 at 4% or $103,960 at 6%. |
| 2014 | 1 | 5 | $969,410 | $83,283 | $16,657iApproximate average salary by contribution assumption: employee only about $416,415 at 4% or $277,610 at 6%; with 50% employer match about $277,610 at 4% or $185,073 at 6%; with 100% employer match about $208,207 at 4% or $138,805 at 6%. |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 5 | $969,410 | $83,283 | $16,657iApproximate average salary by contribution assumption: employee only about $416,415 at 4% or $277,610 at 6%; with 50% employer match about $277,610 at 4% or $185,073 at 6%; with 100% employer match about $208,207 at 4% or $138,805 at 6%. |
| 2013 | 1 | 5 | $835,083 | $56,000 | $11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%. |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 5 | $835,083 | $56,000 | $11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%. |
| 2012 | 1 | 5 | $635,386 | $611,966 | $122,393iApproximate average salary by contribution assumption: employee only about $3,059,830 at 4% or $2,039,887 at 6%; with 50% employer match about $2,039,887 at 4% or $1,359,924 at 6%; with 100% employer match about $1,529,915 at 4% or $1,019,943 at 6%. |
| Johanson Financial Advisors Inc. 401(K) P/S Plan | - | 5 | $635,386 | $611,966 | $122,393iApproximate average salary by contribution assumption: employee only about $3,059,830 at 4% or $2,039,887 at 6%; with 50% employer match about $2,039,887 at 4% or $1,359,924 at 6%; with 100% employer match about $1,529,915 at 4% or $1,019,943 at 6%. |