Safe Harbor Pension & Wealth
Plan context: Safe Harbor Pension & Wealth
EIN 45-5349043 • Roseville, CA • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$643,376
2024 Contributions
$66,434
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $643,376 | $66,434 | $22,145iApproximate average salary by contribution assumption: employee only about $553,617 at 4% or $369,078 at 6%; with 50% employer match about $369,078 at 4% or $246,052 at 6%; with 100% employer match about $276,808 at 4% or $184,539 at 6%. |
| Safe Harbor Pension & Wealth | - | 3 | $643,376 | $66,434 | $22,145iApproximate average salary by contribution assumption: employee only about $553,617 at 4% or $369,078 at 6%; with 50% employer match about $369,078 at 4% or $246,052 at 6%; with 100% employer match about $276,808 at 4% or $184,539 at 6%. |
| 2023 | 1 | 4 | $618,246 | $35,320 | $8,830iApproximate average salary by contribution assumption: employee only about $220,750 at 4% or $147,167 at 6%; with 50% employer match about $147,167 at 4% or $98,111 at 6%; with 100% employer match about $110,375 at 4% or $73,583 at 6%. |
| Safe Harbor Pension & Wealth | - | 4 | $618,246 | $35,320 | $8,830iApproximate average salary by contribution assumption: employee only about $220,750 at 4% or $147,167 at 6%; with 50% employer match about $147,167 at 4% or $98,111 at 6%; with 100% employer match about $110,375 at 4% or $73,583 at 6%. |
| 2022 | 1 | 5 | $492,795 | $52,549 | $10,510iApproximate average salary by contribution assumption: employee only about $262,745 at 4% or $175,163 at 6%; with 50% employer match about $175,163 at 4% or $116,776 at 6%; with 100% employer match about $131,373 at 4% or $87,582 at 6%. |
| Safe Harbor Pension & Wealth | - | 5 | $492,795 | $52,549 | $10,510iApproximate average salary by contribution assumption: employee only about $262,745 at 4% or $175,163 at 6%; with 50% employer match about $175,163 at 4% or $116,776 at 6%; with 100% employer match about $131,373 at 4% or $87,582 at 6%. |
| 2021 | 1 | 5 | $543,789 | $63,294 | $12,659iApproximate average salary by contribution assumption: employee only about $316,470 at 4% or $210,980 at 6%; with 50% employer match about $210,980 at 4% or $140,653 at 6%; with 100% employer match about $158,235 at 4% or $105,490 at 6%. |
| Safe Harbor Pension & Wealth | - | 5 | $543,789 | $63,294 | $12,659iApproximate average salary by contribution assumption: employee only about $316,470 at 4% or $210,980 at 6%; with 50% employer match about $210,980 at 4% or $140,653 at 6%; with 100% employer match about $158,235 at 4% or $105,490 at 6%. |
| 2020 | 1 | 5 | $414,517 | $59,302 | $11,860iApproximate average salary by contribution assumption: employee only about $296,510 at 4% or $197,673 at 6%; with 50% employer match about $197,673 at 4% or $131,782 at 6%; with 100% employer match about $148,255 at 4% or $98,837 at 6%. |
| Safe Harbor Pension & Wealth | - | 5 | $414,517 | $59,302 | $11,860iApproximate average salary by contribution assumption: employee only about $296,510 at 4% or $197,673 at 6%; with 50% employer match about $197,673 at 4% or $131,782 at 6%; with 100% employer match about $148,255 at 4% or $98,837 at 6%. |
| 2019 | 1 | 5 | $298,237 | $59,469 | $11,894iApproximate average salary by contribution assumption: employee only about $297,345 at 4% or $198,230 at 6%; with 50% employer match about $198,230 at 4% or $132,153 at 6%; with 100% employer match about $148,673 at 4% or $99,115 at 6%. |
| Safe Harbor Pension & Wealth | - | 5 | $298,237 | $59,469 | $11,894iApproximate average salary by contribution assumption: employee only about $297,345 at 4% or $198,230 at 6%; with 50% employer match about $198,230 at 4% or $132,153 at 6%; with 100% employer match about $148,673 at 4% or $99,115 at 6%. |
| 2018 | 1 | 3 | $189,435 | $48,113 | $16,038iApproximate average salary by contribution assumption: employee only about $400,942 at 4% or $267,294 at 6%; with 50% employer match about $267,294 at 4% or $178,196 at 6%; with 100% employer match about $200,471 at 4% or $133,647 at 6%. |
| Safe Harbor Pension & Wealth | - | 3 | $189,435 | $48,113 | $16,038iApproximate average salary by contribution assumption: employee only about $400,942 at 4% or $267,294 at 6%; with 50% employer match about $267,294 at 4% or $178,196 at 6%; with 100% employer match about $200,471 at 4% or $133,647 at 6%. |
| 2017 | 1 | 4 | $211,597 | $33,207 | $8,302iApproximate average salary by contribution assumption: employee only about $207,544 at 4% or $138,363 at 6%; with 50% employer match about $138,363 at 4% or $92,242 at 6%; with 100% employer match about $103,772 at 4% or $69,181 at 6%. |
| Safe Harbor Pension & Wealth | - | 4 | $211,597 | $33,207 | $8,302iApproximate average salary by contribution assumption: employee only about $207,544 at 4% or $138,363 at 6%; with 50% employer match about $138,363 at 4% or $92,242 at 6%; with 100% employer match about $103,772 at 4% or $69,181 at 6%. |
| 2016 | 1 | 3 | $146,504 | $49,008 | $16,336iApproximate average salary by contribution assumption: employee only about $408,400 at 4% or $272,267 at 6%; with 50% employer match about $272,267 at 4% or $181,511 at 6%; with 100% employer match about $204,200 at 4% or $136,133 at 6%. |
| Safe Harbor Pension & Wealth | - | 3 | $146,504 | $49,008 | $16,336iApproximate average salary by contribution assumption: employee only about $408,400 at 4% or $272,267 at 6%; with 50% employer match about $272,267 at 4% or $181,511 at 6%; with 100% employer match about $204,200 at 4% or $136,133 at 6%. |
| 2015 | 1 | 3 | $87,741 | $47,973 | $15,991iApproximate average salary by contribution assumption: employee only about $399,775 at 4% or $266,517 at 6%; with 50% employer match about $266,517 at 4% or $177,678 at 6%; with 100% employer match about $199,888 at 4% or $133,258 at 6%. |
| Safe Harbor Pension & Wealth | - | 3 | $87,741 | $47,973 | $15,991iApproximate average salary by contribution assumption: employee only about $399,775 at 4% or $266,517 at 6%; with 50% employer match about $266,517 at 4% or $177,678 at 6%; with 100% employer match about $199,888 at 4% or $133,258 at 6%. |
| 2014 | 1 | 3 | $56,789 | $28,101 | $9,367iApproximate average salary by contribution assumption: employee only about $234,175 at 4% or $156,117 at 6%; with 50% employer match about $156,117 at 4% or $104,078 at 6%; with 100% employer match about $117,088 at 4% or $78,058 at 6%. |
| Safe Harbor Pension & Wealth | - | 3 | $56,789 | $28,101 | $9,367iApproximate average salary by contribution assumption: employee only about $234,175 at 4% or $156,117 at 6%; with 50% employer match about $156,117 at 4% or $104,078 at 6%; with 100% employer match about $117,088 at 4% or $78,058 at 6%. |
| 2013 | 1 | 3 | $26,451 | $23,995 | $7,998iApproximate average salary by contribution assumption: employee only about $199,958 at 4% or $133,306 at 6%; with 50% employer match about $133,306 at 4% or $88,870 at 6%; with 100% employer match about $99,979 at 4% or $66,653 at 6%. |
| Safe Harbor Pension & Wealth | - | 3 | $26,451 | $23,995 | $7,998iApproximate average salary by contribution assumption: employee only about $199,958 at 4% or $133,306 at 6%; with 50% employer match about $133,306 at 4% or $88,870 at 6%; with 100% employer match about $99,979 at 4% or $66,653 at 6%. |