California Mortgage Advisors Inc.
Plan context: California Mortgage Advisors Inc., 401K Profit Sharing Plan
EIN 68-0314095 • San Rafael, CA • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,777,053
2025 Contributions
$58,550
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,777,053 | $58,550 | $11,710iApproximate average salary by contribution assumption: employee only about $292,750 at 4% or $195,167 at 6%; with 50% employer match about $195,167 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 5 | $1,777,053 | $58,550 | $11,710iApproximate average salary by contribution assumption: employee only about $292,750 at 4% or $195,167 at 6%; with 50% employer match about $195,167 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%. |
| 2024 | 1 | 5 | $1,559,631 | $2,591 | $518iApproximate average salary by contribution assumption: employee only about $12,955 at 4% or $8,637 at 6%; with 50% employer match about $8,637 at 4% or $5,758 at 6%; with 100% employer match about $6,478 at 4% or $4,318 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 5 | $1,559,631 | $2,591 | $518iApproximate average salary by contribution assumption: employee only about $12,955 at 4% or $8,637 at 6%; with 50% employer match about $8,637 at 4% or $5,758 at 6%; with 100% employer match about $6,478 at 4% or $4,318 at 6%. |
| 2023 | 1 | 6 | $1,330,935 | $3,418 | $570iApproximate average salary by contribution assumption: employee only about $14,242 at 4% or $9,494 at 6%; with 50% employer match about $9,494 at 4% or $6,330 at 6%; with 100% employer match about $7,121 at 4% or $4,747 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | $1,330,935 | $3,418 | $570iApproximate average salary by contribution assumption: employee only about $14,242 at 4% or $9,494 at 6%; with 50% employer match about $9,494 at 4% or $6,330 at 6%; with 100% employer match about $7,121 at 4% or $4,747 at 6%. |
| 2022 | 1 | 6 | $1,090,088 | $17,065 | $2,844iApproximate average salary by contribution assumption: employee only about $71,104 at 4% or $47,403 at 6%; with 50% employer match about $47,403 at 4% or $31,602 at 6%; with 100% employer match about $35,552 at 4% or $23,701 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | $1,090,088 | $17,065 | $2,844iApproximate average salary by contribution assumption: employee only about $71,104 at 4% or $47,403 at 6%; with 50% employer match about $47,403 at 4% or $31,602 at 6%; with 100% employer match about $35,552 at 4% or $23,701 at 6%. |
| 2021 | 1 | 6 | $1,374,628 | $101,353 | $16,892iApproximate average salary by contribution assumption: employee only about $422,304 at 4% or $281,536 at 6%; with 50% employer match about $281,536 at 4% or $187,691 at 6%; with 100% employer match about $211,152 at 4% or $140,768 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | $1,374,628 | $101,353 | $16,892iApproximate average salary by contribution assumption: employee only about $422,304 at 4% or $281,536 at 6%; with 50% employer match about $281,536 at 4% or $187,691 at 6%; with 100% employer match about $211,152 at 4% or $140,768 at 6%. |
| 2020 | 1 | 6 | $1,089,884 | $104,775 | $17,463iApproximate average salary by contribution assumption: employee only about $436,563 at 4% or $291,042 at 6%; with 50% employer match about $291,042 at 4% or $194,028 at 6%; with 100% employer match about $218,281 at 4% or $145,521 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | $1,089,884 | $104,775 | $17,463iApproximate average salary by contribution assumption: employee only about $436,563 at 4% or $291,042 at 6%; with 50% employer match about $291,042 at 4% or $194,028 at 6%; with 100% employer match about $218,281 at 4% or $145,521 at 6%. |
| 2019 | 1 | 5 | $886,179 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 5 | $886,179 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2018 | 1 | 5 | $672,734 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 5 | $672,734 | $0 | - |
| 2017 | 1 | 16 | $728,531 | $7,860 | $491iApproximate average salary by contribution assumption: employee only about $12,281 at 4% or $8,188 at 6%; with 50% employer match about $8,188 at 4% or $5,458 at 6%; with 100% employer match about $6,141 at 4% or $4,094 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 16 | $728,531 | $7,860 | $491iApproximate average salary by contribution assumption: employee only about $12,281 at 4% or $8,188 at 6%; with 50% employer match about $8,188 at 4% or $5,458 at 6%; with 100% employer match about $6,141 at 4% or $4,094 at 6%. |
| 2016 | 1 | 21 | $691,803 | $7,436 | $354iApproximate average salary by contribution assumption: employee only about $8,852 at 4% or $5,902 at 6%; with 50% employer match about $5,902 at 4% or $3,934 at 6%; with 100% employer match about $4,426 at 4% or $2,951 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 21 | $691,803 | $7,436 | $354iApproximate average salary by contribution assumption: employee only about $8,852 at 4% or $5,902 at 6%; with 50% employer match about $5,902 at 4% or $3,934 at 6%; with 100% employer match about $4,426 at 4% or $2,951 at 6%. |
| 2015 | 1 | 29 | $667,488 | $9,775 | $337iApproximate average salary by contribution assumption: employee only about $8,427 at 4% or $5,618 at 6%; with 50% employer match about $5,618 at 4% or $3,745 at 6%; with 100% employer match about $4,213 at 4% or $2,809 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 29 | $667,488 | $9,775 | $337iApproximate average salary by contribution assumption: employee only about $8,427 at 4% or $5,618 at 6%; with 50% employer match about $5,618 at 4% or $3,745 at 6%; with 100% employer match about $4,213 at 4% or $2,809 at 6%. |
| 2014 | 1 | 25 | $666,881 | $19,382 | $775iApproximate average salary by contribution assumption: employee only about $19,382 at 4% or $12,921 at 6%; with 50% employer match about $12,921 at 4% or $8,614 at 6%; with 100% employer match about $9,691 at 4% or $6,461 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 25 | $666,881 | $19,382 | $775iApproximate average salary by contribution assumption: employee only about $19,382 at 4% or $12,921 at 6%; with 50% employer match about $12,921 at 4% or $8,614 at 6%; with 100% employer match about $9,691 at 4% or $6,461 at 6%. |
| 2013 | 1 | 16 | $633,439 | $41,911 | $2,619iApproximate average salary by contribution assumption: employee only about $65,486 at 4% or $43,657 at 6%; with 50% employer match about $43,657 at 4% or $29,105 at 6%; with 100% employer match about $32,743 at 4% or $21,829 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 16 | $633,439 | $41,911 | $2,619iApproximate average salary by contribution assumption: employee only about $65,486 at 4% or $43,657 at 6%; with 50% employer match about $43,657 at 4% or $29,105 at 6%; with 100% employer match about $32,743 at 4% or $21,829 at 6%. |
| 2012 | 1 | 6 | $572,371 | $29,026 | $4,838iApproximate average salary by contribution assumption: employee only about $120,942 at 4% or $80,628 at 6%; with 50% employer match about $80,628 at 4% or $53,752 at 6%; with 100% employer match about $60,471 at 4% or $40,314 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | $572,371 | $29,026 | $4,838iApproximate average salary by contribution assumption: employee only about $120,942 at 4% or $80,628 at 6%; with 50% employer match about $80,628 at 4% or $53,752 at 6%; with 100% employer match about $60,471 at 4% or $40,314 at 6%. |
| 2011 | 1 | 10 | $549,320 | $5,637 | $564iApproximate average salary by contribution assumption: employee only about $14,093 at 4% or $9,395 at 6%; with 50% employer match about $9,395 at 4% or $6,263 at 6%; with 100% employer match about $7,046 at 4% or $4,698 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 10 | $549,320 | $5,637 | $564iApproximate average salary by contribution assumption: employee only about $14,093 at 4% or $9,395 at 6%; with 50% employer match about $9,395 at 4% or $6,263 at 6%; with 100% employer match about $7,046 at 4% or $4,698 at 6%. |
| 2010 | 1 | 12 | $546,524 | -$1,361 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 12 | $546,524 | -$1,361 | - |
| 2009 | 1 | 8 | $536,330 | $11,571 | $1,446iApproximate average salary by contribution assumption: employee only about $36,159 at 4% or $24,106 at 6%; with 50% employer match about $24,106 at 4% or $16,071 at 6%; with 100% employer match about $18,080 at 4% or $12,053 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 8 | $536,330 | $11,571 | $1,446iApproximate average salary by contribution assumption: employee only about $36,159 at 4% or $24,106 at 6%; with 50% employer match about $24,106 at 4% or $16,071 at 6%; with 100% employer match about $18,080 at 4% or $12,053 at 6%. |
| 2008 | 1 | 9 | $519,333 | $34,486 | $3,832iApproximate average salary by contribution assumption: employee only about $95,794 at 4% or $63,863 at 6%; with 50% employer match about $63,863 at 4% or $42,575 at 6%; with 100% employer match about $47,897 at 4% or $31,931 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 9 | $519,333 | $34,486 | $3,832iApproximate average salary by contribution assumption: employee only about $95,794 at 4% or $63,863 at 6%; with 50% employer match about $63,863 at 4% or $42,575 at 6%; with 100% employer match about $47,897 at 4% or $31,931 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 5 | $559,725 | $24,309 | $4,862iApproximate average salary by contribution assumption: employee only about $121,545 at 4% or $81,030 at 6%; with 50% employer match about $81,030 at 4% or $54,020 at 6%; with 100% employer match about $60,773 at 4% or $40,515 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 5 | $559,725 | $24,309 | $4,862iApproximate average salary by contribution assumption: employee only about $121,545 at 4% or $81,030 at 6%; with 50% employer match about $81,030 at 4% or $54,020 at 6%; with 100% employer match about $60,773 at 4% or $40,515 at 6%. |
| 2005 | 1 | 6 | $527,543 | $32,116 | $5,353iApproximate average salary by contribution assumption: employee only about $133,817 at 4% or $89,211 at 6%; with 50% employer match about $89,211 at 4% or $59,474 at 6%; with 100% employer match about $66,908 at 4% or $44,606 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | $527,543 | $32,116 | $5,353iApproximate average salary by contribution assumption: employee only about $133,817 at 4% or $89,211 at 6%; with 50% employer match about $89,211 at 4% or $59,474 at 6%; with 100% employer match about $66,908 at 4% or $44,606 at 6%. |
| 2004 | 1 | 7 | $516,533 | $53,564 | $7,652iApproximate average salary by contribution assumption: employee only about $191,300 at 4% or $127,533 at 6%; with 50% employer match about $127,533 at 4% or $85,022 at 6%; with 100% employer match about $95,650 at 4% or $63,767 at 6%. |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 7 | $516,533 | $53,564 | $7,652iApproximate average salary by contribution assumption: employee only about $191,300 at 4% or $127,533 at 6%; with 50% employer match about $127,533 at 4% or $85,022 at 6%; with 100% employer match about $95,650 at 4% or $63,767 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 8 | - | - | - |
| 2002 | 1 | 11 | $0 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 4 | $147,416 | $0 | - |
| California Mortgage Advisors Inc., 401K Profit Sharing Plan | - | 4 | $147,416 | - | - |