Civic Intelligence

Pacific Energy Advisors Inc.

Plan context: Pacific Energy Advisors Inc. 401K Plan

EIN 46-4323796 • Folsom, CA • 10 filings • 1 plans

1839 Iron Point RdSte 120Folsom, CA 95630
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,685,522

2024 Contributions

$213,198

Historical Graphs

Total Assets Over Time

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

$1,685,522$842,761$0201520202024YearValue
$1,685,522Latest year 2024

Participants Over Time

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

1260201520202024YearValue
11Latest 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
2024111$1,685,522$213,198$19,382iApproximate average salary by contribution assumption: employee only about $484,541 at 4% or $323,027 at 6%; with 50% employer match about $323,027 at 4% or $215,352 at 6%; with 100% employer match about $242,270 at 4% or $161,514 at 6%.
Pacific Energy Advisors Inc. 401K Plan-11$1,685,522$213,198$19,382iApproximate average salary by contribution assumption: employee only about $484,541 at 4% or $323,027 at 6%; with 50% employer match about $323,027 at 4% or $215,352 at 6%; with 100% employer match about $242,270 at 4% or $161,514 at 6%.
2023112$1,320,752$197,041$16,420iApproximate average salary by contribution assumption: employee only about $410,502 at 4% or $273,668 at 6%; with 50% employer match about $273,668 at 4% or $182,445 at 6%; with 100% employer match about $205,251 at 4% or $136,834 at 6%.
Pacific Energy Advisors Inc. 401K Plan-12$1,320,752$197,041$16,420iApproximate average salary by contribution assumption: employee only about $410,502 at 4% or $273,668 at 6%; with 50% employer match about $273,668 at 4% or $182,445 at 6%; with 100% employer match about $205,251 at 4% or $136,834 at 6%.
2022111$1,183,569$201,607$18,328iApproximate average salary by contribution assumption: employee only about $458,198 at 4% or $305,465 at 6%; with 50% employer match about $305,465 at 4% or $203,643 at 6%; with 100% employer match about $229,099 at 4% or $152,733 at 6%.
Pacific Energy Advisors Inc. 401K Plan-11$1,183,569$201,607$18,328iApproximate average salary by contribution assumption: employee only about $458,198 at 4% or $305,465 at 6%; with 50% employer match about $305,465 at 4% or $203,643 at 6%; with 100% employer match about $229,099 at 4% or $152,733 at 6%.
2021110$1,237,283$200,315$20,032iApproximate average salary by contribution assumption: employee only about $500,788 at 4% or $333,858 at 6%; with 50% employer match about $333,858 at 4% or $222,572 at 6%; with 100% employer match about $250,394 at 4% or $166,929 at 6%.
Pacific Energy Advisors Inc. 401K Plan-10$1,237,283$200,315$20,032iApproximate average salary by contribution assumption: employee only about $500,788 at 4% or $333,858 at 6%; with 50% employer match about $333,858 at 4% or $222,572 at 6%; with 100% employer match about $250,394 at 4% or $166,929 at 6%.
202018$899,425$175,160$21,895iApproximate average salary by contribution assumption: employee only about $547,375 at 4% or $364,917 at 6%; with 50% employer match about $364,917 at 4% or $243,278 at 6%; with 100% employer match about $273,688 at 4% or $182,458 at 6%.
Pacific Energy Advisors Inc. 401K Plan-8$899,425$175,160$21,895iApproximate average salary by contribution assumption: employee only about $547,375 at 4% or $364,917 at 6%; with 50% employer match about $364,917 at 4% or $243,278 at 6%; with 100% employer match about $273,688 at 4% or $182,458 at 6%.
201918$659,488$192,867$24,108iApproximate average salary by contribution assumption: employee only about $602,709 at 4% or $401,806 at 6%; with 50% employer match about $401,806 at 4% or $267,871 at 6%; with 100% employer match about $301,355 at 4% or $200,903 at 6%.
Pacific Energy Advisors Inc. 401K Plan-8$659,488$192,867$24,108iApproximate average salary by contribution assumption: employee only about $602,709 at 4% or $401,806 at 6%; with 50% employer match about $401,806 at 4% or $267,871 at 6%; with 100% employer match about $301,355 at 4% or $200,903 at 6%.
201818$361,197$121,536$15,192iApproximate average salary by contribution assumption: employee only about $379,800 at 4% or $253,200 at 6%; with 50% employer match about $253,200 at 4% or $168,800 at 6%; with 100% employer match about $189,900 at 4% or $126,600 at 6%.
Pacific Energy Advisors Inc. 401K Plan-8$361,197$121,536$15,192iApproximate average salary by contribution assumption: employee only about $379,800 at 4% or $253,200 at 6%; with 50% employer match about $253,200 at 4% or $168,800 at 6%; with 100% employer match about $189,900 at 4% or $126,600 at 6%.
201713$272,173$62,578$20,859iApproximate average salary by contribution assumption: employee only about $521,483 at 4% or $347,656 at 6%; with 50% employer match about $347,656 at 4% or $231,770 at 6%; with 100% employer match about $260,742 at 4% or $173,828 at 6%.
Pacific Energy Advisors Inc. 401K Plan-3$272,173$62,578$20,859iApproximate average salary by contribution assumption: employee only about $521,483 at 4% or $347,656 at 6%; with 50% employer match about $347,656 at 4% or $231,770 at 6%; with 100% employer match about $260,742 at 4% or $173,828 at 6%.
201613$174,075$55,401$18,467iApproximate average salary by contribution assumption: employee only about $461,675 at 4% or $307,783 at 6%; with 50% employer match about $307,783 at 4% or $205,189 at 6%; with 100% employer match about $230,838 at 4% or $153,892 at 6%.
Pacific Energy Advisors Inc. 401K Plan-3$174,075$55,401$18,467iApproximate average salary by contribution assumption: employee only about $461,675 at 4% or $307,783 at 6%; with 50% employer match about $307,783 at 4% or $205,189 at 6%; with 100% employer match about $230,838 at 4% or $153,892 at 6%.
201513$108,108$109,118$36,373iApproximate average salary by contribution assumption: employee only about $909,317 at 4% or $606,211 at 6%; with 50% employer match about $606,211 at 4% or $404,141 at 6%; with 100% employer match about $454,658 at 4% or $303,106 at 6%.
Pacific Energy Advisors Inc. 401K Plan-3$108,108$109,118$36,373iApproximate average salary by contribution assumption: employee only about $909,317 at 4% or $606,211 at 6%; with 50% employer match about $606,211 at 4% or $404,141 at 6%; with 100% employer match about $454,658 at 4% or $303,106 at 6%.