California Wealth Advisors
Plan context: California Wealth Advisors Cash Balance Pension Plan
EIN 47-4312105 • Santa Barbara, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$684,788
2024 Contributions
$200,869
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 | 2 | 3 | $684,788 | $200,869 | $66,956iApproximate average salary by contribution assumption: employee only about $1,673,908 at 4% or $1,115,939 at 6%; with 50% employer match about $1,115,939 at 4% or $743,959 at 6%; with 100% employer match about $836,954 at 4% or $557,969 at 6%. |
| California Wealth Advisors Cash Balance Pension Plan | - | 2 | $433,323 | $150,574 | $75,287iApproximate average salary by contribution assumption: employee only about $1,882,175 at 4% or $1,254,783 at 6%; with 50% employer match about $1,254,783 at 4% or $836,522 at 6%; with 100% employer match about $941,088 at 4% or $627,392 at 6%. |
| California Wealth Advisors 401(K) Profit Sharing Plan | - | 3 | $251,465 | $50,295 | $16,765iApproximate average salary by contribution assumption: employee only about $419,125 at 4% or $279,417 at 6%; with 50% employer match about $279,417 at 4% or $186,278 at 6%; with 100% employer match about $209,563 at 4% or $139,708 at 6%. |
| 2023 | 2 | 3 | $486,463 | $150,126 | $50,042iApproximate average salary by contribution assumption: employee only about $1,251,050 at 4% or $834,033 at 6%; with 50% employer match about $834,033 at 4% or $556,022 at 6%; with 100% employer match about $625,525 at 4% or $417,017 at 6%. |
| California Wealth Advisors Cash Balance Pension Plan | - | 3 | $262,457 | $96,580 | $32,193iApproximate average salary by contribution assumption: employee only about $804,833 at 4% or $536,556 at 6%; with 50% employer match about $536,556 at 4% or $357,704 at 6%; with 100% employer match about $402,417 at 4% or $268,278 at 6%. |
| California Wealth Advisors 401(K) Profit Sharing Plan | - | 1 | $224,006 | $53,546 | $53,546iApproximate average salary by contribution assumption: employee only about $1,338,650 at 4% or $892,433 at 6%; with 50% employer match about $892,433 at 4% or $594,956 at 6%; with 100% employer match about $669,325 at 4% or $446,217 at 6%. |
| 2022 | 2 | 3 | $350,450 | $168,374 | $56,125iApproximate average salary by contribution assumption: employee only about $1,403,117 at 4% or $935,411 at 6%; with 50% employer match about $935,411 at 4% or $623,607 at 6%; with 100% employer match about $701,558 at 4% or $467,706 at 6%. |
| California Wealth Advisors Cash Balance Pension Plan | - | 2 | $185,150 | $93,653 | $46,827iApproximate average salary by contribution assumption: employee only about $1,170,663 at 4% or $780,442 at 6%; with 50% employer match about $780,442 at 4% or $520,294 at 6%; with 100% employer match about $585,331 at 4% or $390,221 at 6%. |
| California Wealth Advisors 401(K) Profit Sharing Plan | - | 3 | $165,300 | $74,721 | $24,907iApproximate average salary by contribution assumption: employee only about $622,675 at 4% or $415,117 at 6%; with 50% employer match about $415,117 at 4% or $276,744 at 6%; with 100% employer match about $311,338 at 4% or $207,558 at 6%. |
| 2019 | 1 | 1 | $0 | $0 | - |
| California Wealth Advisors 401(K) Profit Sharing Plan | - | 1 | $0 | $0 | - |