Civic Intelligence

Welsh Advisors Inc.

Plan context: Welsh Advisors Inc. 401(K) Profit Sharing Plan

EIN 46-4760047 • Huntington Beach, CA • 14 filings • 2 plans

16081 Santa Barbara LnHuntington Beach, CA 92649
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$2,446,784

2025 Contributions

$298,746

Historical Graphs

Total Assets Over Time

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

$5,555,899$2,777,950$0201820222025YearValue
$2,446,784Latest year 2025

Participants Over Time

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

1050201820222025YearValue
10Latest 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
2025210$2,446,784$298,746$29,875iApproximate average salary by contribution assumption: employee only about $746,865 at 4% or $497,910 at 6%; with 50% employer match about $497,910 at 4% or $331,940 at 6%; with 100% employer match about $373,433 at 4% or $248,955 at 6%.
Welsh Advisors Inc. 401(K) Profit Sharing Plan-10$2,446,784$298,746$29,875iApproximate average salary by contribution assumption: employee only about $746,865 at 4% or $497,910 at 6%; with 50% employer match about $497,910 at 4% or $331,940 at 6%; with 100% employer match about $373,433 at 4% or $248,955 at 6%.
Welsh Advisors Inc. Defined Benefit Plan-0$0$0-
202429$5,555,899$296,009$32,890iApproximate average salary by contribution assumption: employee only about $822,247 at 4% or $548,165 at 6%; with 50% employer match about $548,165 at 4% or $365,443 at 6%; with 100% employer match about $411,124 at 4% or $274,082 at 6%.
Welsh Advisors Inc. Defined Benefit Plan-8$3,758,488--
Welsh Advisors Inc. 401(K) Profit Sharing Plan-9$1,797,411$296,009$32,890iApproximate average salary by contribution assumption: employee only about $822,247 at 4% or $548,165 at 6%; with 50% employer match about $548,165 at 4% or $365,443 at 6%; with 100% employer match about $411,124 at 4% or $274,082 at 6%.
202329$4,562,178$611,226$67,914iApproximate average salary by contribution assumption: employee only about $1,697,850 at 4% or $1,131,900 at 6%; with 50% employer match about $1,131,900 at 4% or $754,600 at 6%; with 100% employer match about $848,925 at 4% or $565,950 at 6%.
Welsh Advisors Inc. Defined Benefit Plan-7$3,288,253$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Welsh Advisors Inc. 401(K) Profit Sharing Plan-9$1,273,925$211,226$23,470iApproximate average salary by contribution assumption: employee only about $586,739 at 4% or $391,159 at 6%; with 50% employer match about $391,159 at 4% or $260,773 at 6%; with 100% employer match about $293,369 at 4% or $195,580 at 6%.
202228$3,321,658$695,925$86,991iApproximate average salary by contribution assumption: employee only about $2,174,766 at 4% or $1,449,844 at 6%; with 50% employer match about $1,449,844 at 4% or $966,563 at 6%; with 100% employer match about $1,087,383 at 4% or $724,922 at 6%.
Welsh Advisors Inc. Defined Benefit Plan-6$2,442,505$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Welsh Advisors Inc. 401(K) Profit Sharing Plan-8$879,153$195,925$24,491iApproximate average salary by contribution assumption: employee only about $612,266 at 4% or $408,177 at 6%; with 50% employer match about $408,177 at 4% or $272,118 at 6%; with 100% employer match about $306,133 at 4% or $204,089 at 6%.
202127$3,216,441$721,301$103,043iApproximate average salary by contribution assumption: employee only about $2,576,075 at 4% or $1,717,383 at 6%; with 50% employer match about $1,717,383 at 4% or $1,144,922 at 6%; with 100% employer match about $1,288,038 at 4% or $858,692 at 6%.
Welsh Advisors Inc. Defined Benefit Plan-7$2,375,730$546,255$78,036iApproximate average salary by contribution assumption: employee only about $1,950,911 at 4% or $1,300,607 at 6%; with 50% employer match about $1,300,607 at 4% or $867,071 at 6%; with 100% employer match about $975,455 at 4% or $650,304 at 6%.
Welsh Advisors Inc. 401(K) Profit Sharing Plan-7$840,711$175,046$25,007iApproximate average salary by contribution assumption: employee only about $625,164 at 4% or $416,776 at 6%; with 50% employer match about $416,776 at 4% or $277,851 at 6%; with 100% employer match about $312,582 at 4% or $208,388 at 6%.
202026$2,205,510$442,083$73,681iApproximate average salary by contribution assumption: employee only about $1,842,013 at 4% or $1,228,008 at 6%; with 50% employer match about $1,228,008 at 4% or $818,672 at 6%; with 100% employer match about $921,006 at 4% or $614,004 at 6%.
Welsh Advisors Inc. Defined Benefit Plan-0$1,637,512$330,000-
Welsh Advisors Inc. 401(K) Profit Sharing Plan-6$567,998$112,083$18,681iApproximate average salary by contribution assumption: employee only about $467,013 at 4% or $311,342 at 6%; with 50% employer match about $311,342 at 4% or $207,561 at 6%; with 100% employer match about $233,506 at 4% or $155,671 at 6%.
201915$410,992$78,900$15,780iApproximate average salary by contribution assumption: employee only about $394,500 at 4% or $263,000 at 6%; with 50% employer match about $263,000 at 4% or $175,333 at 6%; with 100% employer match about $197,250 at 4% or $131,500 at 6%.
Welsh Advisors Inc. 401(K) Profit Sharing Plan-5$410,992$78,900$15,780iApproximate average salary by contribution assumption: employee only about $394,500 at 4% or $263,000 at 6%; with 50% employer match about $263,000 at 4% or $175,333 at 6%; with 100% employer match about $197,250 at 4% or $131,500 at 6%.
201814$271,051$94,200$23,550iApproximate average salary by contribution assumption: employee only about $588,750 at 4% or $392,500 at 6%; with 50% employer match about $392,500 at 4% or $261,667 at 6%; with 100% employer match about $294,375 at 4% or $196,250 at 6%.
Welsh Advisors Inc. 401(K) Profit Sharing Plan-4$271,051$94,200$23,550iApproximate average salary by contribution assumption: employee only about $588,750 at 4% or $392,500 at 6%; with 50% employer match about $392,500 at 4% or $261,667 at 6%; with 100% employer match about $294,375 at 4% or $196,250 at 6%.