Pacific West Advisors Inc.
Plan context: Pacific West Advisors Inc. 401-K Profit Sharing Plan
EIN 47-4174962 • San Diego, CA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,955,913
2024 Contributions
$1,510,480
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 | 1 | $1,955,913 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 1 | $1,955,913 | - | - |
| 2023 | 1 | 1 | $2,271,316 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 1 | $2,271,316 | - | - |
| 2022 | 1 | 1 | $2,189,785 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 1 | $2,189,785 | - | - |
| 2021 | 1 | 1 | $2,137,028 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 1 | $2,137,028 | - | - |
| 2020 | 1 | 1 | $2,047,327 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 1 | $2,047,327 | - | - |
| 2019 | 1 | 1 | $1,809,830 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 1 | $1,809,830 | - | - |
| 2018 | 1 | 2 | $1,902,006 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 2 | $1,902,006 | - | - |
| 2017 | 1 | 2 | $1,883,864 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 2 | $1,883,864 | - | - |
| 2016 | 1 | 2 | $1,813,560 | $0 | - |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 2 | $1,813,560 | - | - |
| 2015 | 1 | 2 | $1,573,020 | $1,510,480 | $755,240iApproximate average salary by contribution assumption: employee only about $18,881,000 at 4% or $12,587,333 at 6%; with 50% employer match about $12,587,333 at 4% or $8,391,556 at 6%; with 100% employer match about $9,440,500 at 4% or $6,293,667 at 6%. |
| Pacific West Advisors Inc. 401-K Profit Sharing Plan | - | 2 | $1,573,020 | $1,510,480 | $755,240iApproximate average salary by contribution assumption: employee only about $18,881,000 at 4% or $12,587,333 at 6%; with 50% employer match about $12,587,333 at 4% or $8,391,556 at 6%; with 100% employer match about $9,440,500 at 4% or $6,293,667 at 6%. |