Civic Intelligence

Overland & Shanahan Wealth Advisors Inc.

Plan context: Overland & Shanahan Wealth Advisors Inc. 401(K) Plan

EIN 46-3312555 • San Diego, CA • 10 filings • 1 plans

12520 High Bluff Drive #120San Diego, CA 92130
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,072,518

2024 Contributions

$201,749

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,072,518$1,036,259$0201520202024YearValue
$2,072,518Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201520202024YearValue
6Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$2,072,518$201,749$33,625iApproximate average salary by contribution assumption: employee only about $840,621 at 4% or $560,414 at 6%; with 50% employer match about $560,414 at 4% or $373,609 at 6%; with 100% employer match about $420,310 at 4% or $280,207 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-6$2,072,518$201,749$33,625iApproximate average salary by contribution assumption: employee only about $840,621 at 4% or $560,414 at 6%; with 50% employer match about $560,414 at 4% or $373,609 at 6%; with 100% employer match about $420,310 at 4% or $280,207 at 6%.
202316$1,630,592$156,460$26,077iApproximate average salary by contribution assumption: employee only about $651,917 at 4% or $434,611 at 6%; with 50% employer match about $434,611 at 4% or $289,741 at 6%; with 100% employer match about $325,958 at 4% or $217,306 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-6$1,630,592$156,460$26,077iApproximate average salary by contribution assumption: employee only about $651,917 at 4% or $434,611 at 6%; with 50% employer match about $434,611 at 4% or $289,741 at 6%; with 100% employer match about $325,958 at 4% or $217,306 at 6%.
202216$1,216,046$161,645$26,941iApproximate average salary by contribution assumption: employee only about $673,521 at 4% or $449,014 at 6%; with 50% employer match about $449,014 at 4% or $299,343 at 6%; with 100% employer match about $336,760 at 4% or $224,507 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-6$1,216,046$161,645$26,941iApproximate average salary by contribution assumption: employee only about $673,521 at 4% or $449,014 at 6%; with 50% employer match about $449,014 at 4% or $299,343 at 6%; with 100% employer match about $336,760 at 4% or $224,507 at 6%.
202116$1,358,955$388,827$64,805iApproximate average salary by contribution assumption: employee only about $1,620,113 at 4% or $1,080,075 at 6%; with 50% employer match about $1,080,075 at 4% or $720,050 at 6%; with 100% employer match about $810,056 at 4% or $540,038 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-6$1,358,955$388,827$64,805iApproximate average salary by contribution assumption: employee only about $1,620,113 at 4% or $1,080,075 at 6%; with 50% employer match about $1,080,075 at 4% or $720,050 at 6%; with 100% employer match about $810,056 at 4% or $540,038 at 6%.
202015$848,178$93,461$18,692iApproximate average salary by contribution assumption: employee only about $467,305 at 4% or $311,537 at 6%; with 50% employer match about $311,537 at 4% or $207,691 at 6%; with 100% employer match about $233,653 at 4% or $155,768 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-5$848,178$93,461$18,692iApproximate average salary by contribution assumption: employee only about $467,305 at 4% or $311,537 at 6%; with 50% employer match about $311,537 at 4% or $207,691 at 6%; with 100% employer match about $233,653 at 4% or $155,768 at 6%.
201914$705,724$77,827$19,457iApproximate average salary by contribution assumption: employee only about $486,419 at 4% or $324,279 at 6%; with 50% employer match about $324,279 at 4% or $216,186 at 6%; with 100% employer match about $243,209 at 4% or $162,140 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-4$705,724$77,827$19,457iApproximate average salary by contribution assumption: employee only about $486,419 at 4% or $324,279 at 6%; with 50% employer match about $324,279 at 4% or $216,186 at 6%; with 100% employer match about $243,209 at 4% or $162,140 at 6%.
201814$505,702$62,900$15,725iApproximate average salary by contribution assumption: employee only about $393,125 at 4% or $262,083 at 6%; with 50% employer match about $262,083 at 4% or $174,722 at 6%; with 100% employer match about $196,563 at 4% or $131,042 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-4$505,702$62,900$15,725iApproximate average salary by contribution assumption: employee only about $393,125 at 4% or $262,083 at 6%; with 50% employer match about $262,083 at 4% or $174,722 at 6%; with 100% employer match about $196,563 at 4% or $131,042 at 6%.
201714$486,559$62,354$15,589iApproximate average salary by contribution assumption: employee only about $389,713 at 4% or $259,808 at 6%; with 50% employer match about $259,808 at 4% or $173,206 at 6%; with 100% employer match about $194,856 at 4% or $129,904 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-4$486,559$62,354$15,589iApproximate average salary by contribution assumption: employee only about $389,713 at 4% or $259,808 at 6%; with 50% employer match about $259,808 at 4% or $173,206 at 6%; with 100% employer match about $194,856 at 4% or $129,904 at 6%.
201614$345,408$68,157$17,039iApproximate average salary by contribution assumption: employee only about $425,981 at 4% or $283,988 at 6%; with 50% employer match about $283,988 at 4% or $189,325 at 6%; with 100% employer match about $212,991 at 4% or $141,994 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-4$345,408$68,157$17,039iApproximate average salary by contribution assumption: employee only about $425,981 at 4% or $283,988 at 6%; with 50% employer match about $283,988 at 4% or $189,325 at 6%; with 100% employer match about $212,991 at 4% or $141,994 at 6%.
201512$260,433$96,298$48,149iApproximate average salary by contribution assumption: employee only about $1,203,725 at 4% or $802,483 at 6%; with 50% employer match about $802,483 at 4% or $534,989 at 6%; with 100% employer match about $601,863 at 4% or $401,242 at 6%.
Overland & Shanahan Wealth Advisors Inc. 401(K) Plan-2$260,433$96,298$48,149iApproximate average salary by contribution assumption: employee only about $1,203,725 at 4% or $802,483 at 6%; with 50% employer match about $802,483 at 4% or $534,989 at 6%; with 100% employer match about $601,863 at 4% or $401,242 at 6%.