Civic Intelligence

Del Mar Wealth Management Inc

Plan context: Del Mar Wealth Management Defined Benefit Pension Plan

EIN 46-4216041 • Del Mar, CA • 15 filings • 4 plans

1110 Camino Del MarSuite BDel Mar, CA 92014
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,100,038

2025 Contributions

$255,976

Historical Graphs

Total Assets Over Time

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

$2,100,038$1,050,019$0201620212025YearValue
$2,100,038Latest year 2025

Participants Over Time

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

320201620212025YearValue
2Latest year 2025

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
202522$2,100,038$255,976$127,988iApproximate average salary by contribution assumption: employee only about $3,199,700 at 4% or $2,133,133 at 6%; with 50% employer match about $2,133,133 at 4% or $1,422,089 at 6%; with 100% employer match about $1,599,850 at 4% or $1,066,567 at 6%.
Del Mar Wealth Management Defined Benefit Pension Plan-2$1,491,854$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Del Mar Wealth Management 401(K) Plan-2$608,184$55,976$27,988iApproximate average salary by contribution assumption: employee only about $699,700 at 4% or $466,467 at 6%; with 50% employer match about $466,467 at 4% or $310,978 at 6%; with 100% employer match about $349,850 at 4% or $233,233 at 6%.
202422$1,545,835$249,517$124,759iApproximate average salary by contribution assumption: employee only about $3,118,963 at 4% or $2,079,308 at 6%; with 50% employer match about $2,079,308 at 4% or $1,386,206 at 6%; with 100% employer match about $1,559,481 at 4% or $1,039,654 at 6%.
Del Mar Wealth Management Defined Benefit Pension Plan-2$1,091,020$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Del Mar Wealth Management 401(K) Plan-2$454,815$49,517$24,759iApproximate average salary by contribution assumption: employee only about $618,963 at 4% or $412,642 at 6%; with 50% employer match about $412,642 at 4% or $275,094 at 6%; with 100% employer match about $309,481 at 4% or $206,321 at 6%.
202322$997,232$248,938$124,469iApproximate average salary by contribution assumption: employee only about $3,111,725 at 4% or $2,074,483 at 6%; with 50% employer match about $2,074,483 at 4% or $1,382,989 at 6%; with 100% employer match about $1,555,863 at 4% or $1,037,242 at 6%.
Del Mar Wealth Management Defined Benefit Pension Plan-2$661,045$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Del Mar Wealth Management 401(K) Plan-2$336,187$48,938$24,469iApproximate average salary by contribution assumption: employee only about $611,725 at 4% or $407,817 at 6%; with 50% employer match about $407,817 at 4% or $271,878 at 6%; with 100% employer match about $305,863 at 4% or $203,908 at 6%.
202222$647,243$246,356$123,178iApproximate average salary by contribution assumption: employee only about $3,079,450 at 4% or $2,052,967 at 6%; with 50% employer match about $2,052,967 at 4% or $1,368,644 at 6%; with 100% employer match about $1,539,725 at 4% or $1,026,483 at 6%.
Del Mar Wealth Management Defined Benefit Pension Plan-2$374,987$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Del Mar Wealth Management 401(K) Plan-2$272,256$46,356$23,178iApproximate average salary by contribution assumption: employee only about $579,450 at 4% or $386,300 at 6%; with 50% employer match about $386,300 at 4% or $257,533 at 6%; with 100% employer match about $289,725 at 4% or $193,150 at 6%.
202123$479,956$233,410$77,803iApproximate average salary by contribution assumption: employee only about $1,945,083 at 4% or $1,296,722 at 6%; with 50% employer match about $1,296,722 at 4% or $864,481 at 6%; with 100% employer match about $972,542 at 4% or $648,361 at 6%.
Del Mar Wealth Management 401(K) Plan-3$279,956$33,410$11,137iApproximate average salary by contribution assumption: employee only about $278,417 at 4% or $185,611 at 6%; with 50% employer match about $185,611 at 4% or $123,741 at 6%; with 100% employer match about $139,208 at 4% or $92,806 at 6%.
Del Mar Wealth Management Defined Benefit Pension Plan-3$200,000$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
202013$209,192$33,610$11,203iApproximate average salary by contribution assumption: employee only about $280,083 at 4% or $186,722 at 6%; with 50% employer match about $186,722 at 4% or $124,481 at 6%; with 100% employer match about $140,042 at 4% or $93,361 at 6%.
Del Mar Wealth Management 401(K) Plan-3$209,192$33,610$11,203iApproximate average salary by contribution assumption: employee only about $280,083 at 4% or $186,722 at 6%; with 50% employer match about $186,722 at 4% or $124,481 at 6%; with 100% employer match about $140,042 at 4% or $93,361 at 6%.
201913$154,447$41,171$13,724iApproximate average salary by contribution assumption: employee only about $343,092 at 4% or $228,728 at 6%; with 50% employer match about $228,728 at 4% or $152,485 at 6%; with 100% employer match about $171,546 at 4% or $114,364 at 6%.
Del Mar Wealth Management 401(K) Plan-3$154,447$41,171$13,724iApproximate average salary by contribution assumption: employee only about $343,092 at 4% or $228,728 at 6%; with 50% employer match about $228,728 at 4% or $152,485 at 6%; with 100% employer match about $171,546 at 4% or $114,364 at 6%.
201813$96,996$42,640$14,213iApproximate average salary by contribution assumption: employee only about $355,333 at 4% or $236,889 at 6%; with 50% employer match about $236,889 at 4% or $157,926 at 6%; with 100% employer match about $177,667 at 4% or $118,444 at 6%.
Del Mar Wealth Management 401(K) Plan-3$96,996$42,640$14,213iApproximate average salary by contribution assumption: employee only about $355,333 at 4% or $236,889 at 6%; with 50% employer match about $236,889 at 4% or $157,926 at 6%; with 100% employer match about $177,667 at 4% or $118,444 at 6%.
201713$70,654$36,083$12,028iApproximate average salary by contribution assumption: employee only about $300,692 at 4% or $200,461 at 6%; with 50% employer match about $200,461 at 4% or $133,641 at 6%; with 100% employer match about $150,346 at 4% or $100,231 at 6%.
Del Mar Wealth Management 401(K) Plan-3$70,654$36,083$12,028iApproximate average salary by contribution assumption: employee only about $300,692 at 4% or $200,461 at 6%; with 50% employer match about $200,461 at 4% or $133,641 at 6%; with 100% employer match about $150,346 at 4% or $100,231 at 6%.
201613$26,996$26,423$8,808iApproximate average salary by contribution assumption: employee only about $220,192 at 4% or $146,794 at 6%; with 50% employer match about $146,794 at 4% or $97,863 at 6%; with 100% employer match about $110,096 at 4% or $73,397 at 6%.
Del Mar Wealth Management 401(K) Plan-3$26,996$26,423$8,808iApproximate average salary by contribution assumption: employee only about $220,192 at 4% or $146,794 at 6%; with 50% employer match about $146,794 at 4% or $97,863 at 6%; with 100% employer match about $110,096 at 4% or $73,397 at 6%.