PACIFIC ALLIANCE ADVISORS, LLC
Plan context: San Diego Wealth Management LLC Profit Sharing 401(K) Plan
EIN 68-0564364 • LA Jolla, CA • 8 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
6
2018 Assets
$200,582
2018 Contributions
$54,260
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 6 | $200,582 | $54,260 | $9,043iApproximate average salary by contribution assumption: employee only about $226,083 at 4% or $150,722 at 6%; with 50% employer match about $150,722 at 4% or $100,481 at 6%; with 100% employer match about $113,042 at 4% or $75,361 at 6%. |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 6 | $200,582 | $54,260 | $9,043iApproximate average salary by contribution assumption: employee only about $226,083 at 4% or $150,722 at 6%; with 50% employer match about $150,722 at 4% or $100,481 at 6%; with 100% employer match about $113,042 at 4% or $75,361 at 6%. |
| 2017 | 1 | 6 | $176,452 | $51,614 | $8,602iApproximate average salary by contribution assumption: employee only about $215,058 at 4% or $143,372 at 6%; with 50% employer match about $143,372 at 4% or $95,581 at 6%; with 100% employer match about $107,529 at 4% or $71,686 at 6%. |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 6 | $176,452 | $51,614 | $8,602iApproximate average salary by contribution assumption: employee only about $215,058 at 4% or $143,372 at 6%; with 50% employer match about $143,372 at 4% or $95,581 at 6%; with 100% employer match about $107,529 at 4% or $71,686 at 6%. |
| 2016 | 1 | 4 | $117,953 | $37,720 | $9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%. |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 4 | $117,953 | $37,720 | $9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%. |
| 2015 | 1 | 3 | $83,897 | $29,205 | $9,735iApproximate average salary by contribution assumption: employee only about $243,375 at 4% or $162,250 at 6%; with 50% employer match about $162,250 at 4% or $108,167 at 6%; with 100% employer match about $121,688 at 4% or $81,125 at 6%. |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 3 | $83,897 | $29,205 | $9,735iApproximate average salary by contribution assumption: employee only about $243,375 at 4% or $162,250 at 6%; with 50% employer match about $162,250 at 4% or $108,167 at 6%; with 100% employer match about $121,688 at 4% or $81,125 at 6%. |
| 2014 | 1 | 1 | $54,879 | $9,288 | $9,288iApproximate average salary by contribution assumption: employee only about $232,200 at 4% or $154,800 at 6%; with 50% employer match about $154,800 at 4% or $103,200 at 6%; with 100% employer match about $116,100 at 4% or $77,400 at 6%. |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 1 | $54,879 | $9,288 | $9,288iApproximate average salary by contribution assumption: employee only about $232,200 at 4% or $154,800 at 6%; with 50% employer match about $154,800 at 4% or $103,200 at 6%; with 100% employer match about $116,100 at 4% or $77,400 at 6%. |
| 2013 | 1 | 1 | $51,672 | $0 | - |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 1 | $51,672 | - | - |
| 2012 | 1 | 1 | $48,054 | $0 | - |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 1 | $48,054 | - | - |
| 2011 | 1 | 2 | $50,205 | $0 | - |
| San Diego Wealth Management LLC Profit Sharing 401(K) Plan | - | 2 | $50,205 | - | - |