Pacific Wealth Strategists Inc.
Plan context: Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust
EIN 46-2156248 • Redlands, CA • 12 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,168,834
2024 Contributions
$77,595
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 | $1,168,834 | $77,595 | $25,865iApproximate average salary by contribution assumption: employee only about $646,625 at 4% or $431,083 at 6%; with 50% employer match about $431,083 at 4% or $287,389 at 6%; with 100% employer match about $323,313 at 4% or $215,542 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $1,168,834 | $77,595 | $25,865iApproximate average salary by contribution assumption: employee only about $646,625 at 4% or $431,083 at 6%; with 50% employer match about $431,083 at 4% or $287,389 at 6%; with 100% employer match about $323,313 at 4% or $215,542 at 6%. |
| 2023 | 1 | 3 | $937,824 | $245,836 | $81,945iApproximate average salary by contribution assumption: employee only about $2,048,633 at 4% or $1,365,756 at 6%; with 50% employer match about $1,365,756 at 4% or $910,504 at 6%; with 100% employer match about $1,024,317 at 4% or $682,878 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $937,824 | $245,836 | $81,945iApproximate average salary by contribution assumption: employee only about $2,048,633 at 4% or $1,365,756 at 6%; with 50% employer match about $1,365,756 at 4% or $910,504 at 6%; with 100% employer match about $1,024,317 at 4% or $682,878 at 6%. |
| 2022 | 1 | 3 | $692,147 | $94,518 | $31,506iApproximate average salary by contribution assumption: employee only about $787,650 at 4% or $525,100 at 6%; with 50% employer match about $525,100 at 4% or $350,067 at 6%; with 100% employer match about $393,825 at 4% or $262,550 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $692,147 | $94,518 | $31,506iApproximate average salary by contribution assumption: employee only about $787,650 at 4% or $525,100 at 6%; with 50% employer match about $525,100 at 4% or $350,067 at 6%; with 100% employer match about $393,825 at 4% or $262,550 at 6%. |
| 2021 | 1 | 3 | $729,328 | $96,367 | $32,122iApproximate average salary by contribution assumption: employee only about $803,058 at 4% or $535,372 at 6%; with 50% employer match about $535,372 at 4% or $356,915 at 6%; with 100% employer match about $401,529 at 4% or $267,686 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $729,328 | $96,367 | $32,122iApproximate average salary by contribution assumption: employee only about $803,058 at 4% or $535,372 at 6%; with 50% employer match about $535,372 at 4% or $356,915 at 6%; with 100% employer match about $401,529 at 4% or $267,686 at 6%. |
| 2020 | 1 | 3 | $534,606 | $86,992 | $28,997iApproximate average salary by contribution assumption: employee only about $724,933 at 4% or $483,289 at 6%; with 50% employer match about $483,289 at 4% or $322,193 at 6%; with 100% employer match about $362,467 at 4% or $241,644 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $534,606 | $86,992 | $28,997iApproximate average salary by contribution assumption: employee only about $724,933 at 4% or $483,289 at 6%; with 50% employer match about $483,289 at 4% or $322,193 at 6%; with 100% employer match about $362,467 at 4% or $241,644 at 6%. |
| 2019 | 1 | 3 | $381,422 | $51,654 | $17,218iApproximate average salary by contribution assumption: employee only about $430,450 at 4% or $286,967 at 6%; with 50% employer match about $286,967 at 4% or $191,311 at 6%; with 100% employer match about $215,225 at 4% or $143,483 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $381,422 | $51,654 | $17,218iApproximate average salary by contribution assumption: employee only about $430,450 at 4% or $286,967 at 6%; with 50% employer match about $286,967 at 4% or $191,311 at 6%; with 100% employer match about $215,225 at 4% or $143,483 at 6%. |
| 2018 | 1 | 3 | $260,072 | $53,795 | $17,932iApproximate average salary by contribution assumption: employee only about $448,292 at 4% or $298,861 at 6%; with 50% employer match about $298,861 at 4% or $199,241 at 6%; with 100% employer match about $224,146 at 4% or $149,431 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 3 | $260,072 | $53,795 | $17,932iApproximate average salary by contribution assumption: employee only about $448,292 at 4% or $298,861 at 6%; with 50% employer match about $298,861 at 4% or $199,241 at 6%; with 100% employer match about $224,146 at 4% or $149,431 at 6%. |
| 2017 | 1 | 2 | $228,028 | $44,620 | $22,310iApproximate average salary by contribution assumption: employee only about $557,750 at 4% or $371,833 at 6%; with 50% employer match about $371,833 at 4% or $247,889 at 6%; with 100% employer match about $278,875 at 4% or $185,917 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 2 | $228,028 | $44,620 | $22,310iApproximate average salary by contribution assumption: employee only about $557,750 at 4% or $371,833 at 6%; with 50% employer match about $371,833 at 4% or $247,889 at 6%; with 100% employer match about $278,875 at 4% or $185,917 at 6%. |
| 2016 | 1 | 2 | $150,683 | $12,372 | $6,186iApproximate average salary by contribution assumption: employee only about $154,650 at 4% or $103,100 at 6%; with 50% employer match about $103,100 at 4% or $68,733 at 6%; with 100% employer match about $77,325 at 4% or $51,550 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 2 | $150,683 | $12,372 | $6,186iApproximate average salary by contribution assumption: employee only about $154,650 at 4% or $103,100 at 6%; with 50% employer match about $103,100 at 4% or $68,733 at 6%; with 100% employer match about $77,325 at 4% or $51,550 at 6%. |
| 2015 | 1 | 2 | $130,312 | $7,511 | $3,756iApproximate average salary by contribution assumption: employee only about $93,888 at 4% or $62,592 at 6%; with 50% employer match about $62,592 at 4% or $41,728 at 6%; with 100% employer match about $46,944 at 4% or $31,296 at 6%. |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 2 | $130,312 | $7,511 | $3,756iApproximate average salary by contribution assumption: employee only about $93,888 at 4% or $62,592 at 6%; with 50% employer match about $62,592 at 4% or $41,728 at 6%; with 100% employer match about $46,944 at 4% or $31,296 at 6%. |
| 2014 | 1 | 1 | $119,988 | $0 | - |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 1 | $119,988 | $0 | - |
| 2013 | 1 | 2 | $111,903 | $0 | - |
| Pacific Wealth Strategists Inc. 401(K) Profit Sharing Plan and Trust | - | 2 | $111,903 | - | - |