Envision Wealth Management Inc.
Plan context: Envision Wealth Management Inc. 401(K) Profit Sharing Plan
EIN 71-0866012 • Valencia, CA • 40 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$6,445,281
2025 Contributions
$121,300
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 | 2 | 2 | $6,445,281 | $121,300 | $60,650iApproximate average salary by contribution assumption: employee only about $1,516,250 at 4% or $1,010,833 at 6%; with 50% employer match about $1,010,833 at 4% or $673,889 at 6%; with 100% employer match about $758,125 at 4% or $505,417 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $5,256,277 | $21,300 | $10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $1,189,004 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2024 | 2 | 2 | $5,322,240 | $119,524 | $59,762iApproximate average salary by contribution assumption: employee only about $1,494,050 at 4% or $996,033 at 6%; with 50% employer match about $996,033 at 4% or $664,022 at 6%; with 100% employer match about $747,025 at 4% or $498,017 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $4,374,754 | $19,524 | $9,762iApproximate average salary by contribution assumption: employee only about $244,050 at 4% or $162,700 at 6%; with 50% employer match about $162,700 at 4% or $108,467 at 6%; with 100% employer match about $122,025 at 4% or $81,350 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $947,486 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2023 | 2 | 2 | $4,200,593 | $118,408 | $59,204iApproximate average salary by contribution assumption: employee only about $1,480,100 at 4% or $986,733 at 6%; with 50% employer match about $986,733 at 4% or $657,822 at 6%; with 100% employer match about $740,050 at 4% or $493,367 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $3,448,497 | $18,408 | $9,204iApproximate average salary by contribution assumption: employee only about $230,100 at 4% or $153,400 at 6%; with 50% employer match about $153,400 at 4% or $102,267 at 6%; with 100% employer match about $115,050 at 4% or $76,700 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $752,096 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2022 | 2 | 2 | $3,341,747 | $167,988 | $83,994iApproximate average salary by contribution assumption: employee only about $2,099,850 at 4% or $1,399,900 at 6%; with 50% employer match about $1,399,900 at 4% or $933,267 at 6%; with 100% employer match about $1,049,925 at 4% or $699,950 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $2,770,274 | $17,988 | $8,994iApproximate average salary by contribution assumption: employee only about $224,850 at 4% or $149,900 at 6%; with 50% employer match about $149,900 at 4% or $99,933 at 6%; with 100% employer match about $112,425 at 4% or $74,950 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $571,473 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2021 | 2 | 2 | $4,204,422 | $167,700 | $83,850iApproximate average salary by contribution assumption: employee only about $2,096,250 at 4% or $1,397,500 at 6%; with 50% employer match about $1,397,500 at 4% or $931,667 at 6%; with 100% employer match about $1,048,125 at 4% or $698,750 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $3,687,027 | $17,700 | $8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $517,395 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2020 | 2 | 2 | $3,501,385 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $3,176,782 | $15,840 | $7,920iApproximate average salary by contribution assumption: employee only about $198,000 at 4% or $132,000 at 6%; with 50% employer match about $132,000 at 4% or $88,000 at 6%; with 100% employer match about $99,000 at 4% or $66,000 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $324,603 | $134,160 | $67,080iApproximate average salary by contribution assumption: employee only about $1,677,000 at 4% or $1,118,000 at 6%; with 50% employer match about $1,118,000 at 4% or $745,333 at 6%; with 100% employer match about $838,500 at 4% or $559,000 at 6%. |
| 2019 | 2 | 3 | $2,528,928 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 3 | $2,396,749 | $17,834 | $5,945iApproximate average salary by contribution assumption: employee only about $148,617 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | - | 2 | $132,179 | $132,166 | $66,083iApproximate average salary by contribution assumption: employee only about $1,652,075 at 4% or $1,101,383 at 6%; with 50% employer match about $1,101,383 at 4% or $734,256 at 6%; with 100% employer match about $826,038 at 4% or $550,692 at 6%. |
| 2018 | 2 | 2 | $384,679 | $60,347 | $30,174iApproximate average salary by contribution assumption: employee only about $754,338 at 4% or $502,892 at 6%; with 50% employer match about $502,892 at 4% or $335,261 at 6%; with 100% employer match about $377,169 at 4% or $251,446 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $384,679 | $60,347 | $30,174iApproximate average salary by contribution assumption: employee only about $754,338 at 4% or $502,892 at 6%; with 50% employer match about $502,892 at 4% or $335,261 at 6%; with 100% employer match about $377,169 at 4% or $251,446 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2017 | 2 | 2 | $1,897,251 | $175,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,536,803 | $115,949 | $57,975iApproximate average salary by contribution assumption: employee only about $1,449,363 at 4% or $966,242 at 6%; with 50% employer match about $966,242 at 4% or $644,161 at 6%; with 100% employer match about $724,681 at 4% or $483,121 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $360,448 | $59,051 | $29,526iApproximate average salary by contribution assumption: employee only about $738,138 at 4% or $492,092 at 6%; with 50% employer match about $492,092 at 4% or $328,061 at 6%; with 100% employer match about $369,069 at 4% or $246,046 at 6%. |
| 2016 | 2 | 2 | $1,442,739 | $175,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,190,257 | $162,347 | $81,174iApproximate average salary by contribution assumption: employee only about $2,029,338 at 4% or $1,352,892 at 6%; with 50% employer match about $1,352,892 at 4% or $901,928 at 6%; with 100% employer match about $1,014,669 at 4% or $676,446 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $252,482 | $12,653 | $6,327iApproximate average salary by contribution assumption: employee only about $158,163 at 4% or $105,442 at 6%; with 50% employer match about $105,442 at 4% or $70,294 at 6%; with 100% employer match about $79,081 at 4% or $52,721 at 6%. |
| 2015 | 2 | 2 | $1,233,307 | $165,188 | $82,594iApproximate average salary by contribution assumption: employee only about $2,064,850 at 4% or $1,376,567 at 6%; with 50% employer match about $1,376,567 at 4% or $917,711 at 6%; with 100% employer match about $1,032,425 at 4% or $688,283 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $999,992 | $165,188 | $82,594iApproximate average salary by contribution assumption: employee only about $2,064,850 at 4% or $1,376,567 at 6%; with 50% employer match about $1,376,567 at 4% or $917,711 at 6%; with 100% employer match about $1,032,425 at 4% or $688,283 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $233,315 | $0 | - |
| 2014 | 2 | 2 | $1,085,804 | $158,745 | $79,373iApproximate average salary by contribution assumption: employee only about $1,984,313 at 4% or $1,322,875 at 6%; with 50% employer match about $1,322,875 at 4% or $881,917 at 6%; with 100% employer match about $992,156 at 4% or $661,438 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $848,668 | $99,142 | $49,571iApproximate average salary by contribution assumption: employee only about $1,239,275 at 4% or $826,183 at 6%; with 50% employer match about $826,183 at 4% or $550,789 at 6%; with 100% employer match about $619,638 at 4% or $413,092 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $237,136 | $59,603 | $29,802iApproximate average salary by contribution assumption: employee only about $745,038 at 4% or $496,692 at 6%; with 50% employer match about $496,692 at 4% or $331,128 at 6%; with 100% employer match about $372,519 at 4% or $248,346 at 6%. |
| 2013 | 2 | 2 | $900,428 | $327,748 | $163,874iApproximate average salary by contribution assumption: employee only about $4,096,850 at 4% or $2,731,233 at 6%; with 50% employer match about $2,731,233 at 4% or $1,820,822 at 6%; with 100% employer match about $2,048,425 at 4% or $1,365,617 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $716,768 | $269,612 | $134,806iApproximate average salary by contribution assumption: employee only about $3,370,150 at 4% or $2,246,767 at 6%; with 50% employer match about $2,246,767 at 4% or $1,497,844 at 6%; with 100% employer match about $1,685,075 at 4% or $1,123,383 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $183,660 | $58,136 | $29,068iApproximate average salary by contribution assumption: employee only about $726,700 at 4% or $484,467 at 6%; with 50% employer match about $484,467 at 4% or $322,978 at 6%; with 100% employer match about $363,350 at 4% or $242,233 at 6%. |
| 2012 | 2 | 2 | $502,640 | $100,188 | $50,094iApproximate average salary by contribution assumption: employee only about $1,252,350 at 4% or $834,900 at 6%; with 50% employer match about $834,900 at 4% or $556,600 at 6%; with 100% employer match about $626,175 at 4% or $417,450 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $392,504 | $100,188 | $50,094iApproximate average salary by contribution assumption: employee only about $1,252,350 at 4% or $834,900 at 6%; with 50% employer match about $834,900 at 4% or $556,600 at 6%; with 100% employer match about $626,175 at 4% or $417,450 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $110,136 | $0 | - |
| 2011 | 2 | 3 | $387,510 | $100,001 | $33,334iApproximate average salary by contribution assumption: employee only about $833,342 at 4% or $555,561 at 6%; with 50% employer match about $555,561 at 4% or $370,374 at 6%; with 100% employer match about $416,671 at 4% or $277,781 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $284,351 | $100,001 | $33,334iApproximate average salary by contribution assumption: employee only about $833,342 at 4% or $555,561 at 6%; with 50% employer match about $555,561 at 4% or $370,374 at 6%; with 100% employer match about $416,671 at 4% or $277,781 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $103,159 | $0 | - |
| 2010 | 2 | 3 | $646,476 | $40,421 | $13,474iApproximate average salary by contribution assumption: employee only about $336,842 at 4% or $224,561 at 6%; with 50% employer match about $224,561 at 4% or $149,707 at 6%; with 100% employer match about $168,421 at 4% or $112,281 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $437,693 | $40,421 | $13,474iApproximate average salary by contribution assumption: employee only about $336,842 at 4% or $224,561 at 6%; with 50% employer match about $224,561 at 4% or $149,707 at 6%; with 100% employer match about $168,421 at 4% or $112,281 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $208,783 | $0 | - |
| 2009 | 2 | 3 | $585,528 | $51,315 | $17,105iApproximate average salary by contribution assumption: employee only about $427,625 at 4% or $285,083 at 6%; with 50% employer match about $285,083 at 4% or $190,056 at 6%; with 100% employer match about $213,813 at 4% or $142,542 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $397,429 | $51,315 | $17,105iApproximate average salary by contribution assumption: employee only about $427,625 at 4% or $285,083 at 6%; with 50% employer match about $285,083 at 4% or $190,056 at 6%; with 100% employer match about $213,813 at 4% or $142,542 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $188,099 | $0 | - |
| 2008 | 2 | 2 | $453,917 | $211,906 | $105,953iApproximate average salary by contribution assumption: employee only about $2,648,825 at 4% or $1,765,883 at 6%; with 50% employer match about $1,765,883 at 4% or $1,177,256 at 6%; with 100% employer match about $1,324,413 at 4% or $882,942 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $305,311 | $192,406 | $96,203iApproximate average salary by contribution assumption: employee only about $2,405,075 at 4% or $1,603,383 at 6%; with 50% employer match about $1,603,383 at 4% or $1,068,922 at 6%; with 100% employer match about $1,202,538 at 4% or $801,692 at 6%. |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | $148,606 | $19,500 | $9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Envision Wealth Management Inc. 401(K) Profit Sharing Plan | - | 2 | - | - | - |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $177,172 | $116,182 | $58,091iApproximate average salary by contribution assumption: employee only about $1,452,275 at 4% or $968,183 at 6%; with 50% employer match about $968,183 at 4% or $645,456 at 6%; with 100% employer match about $726,138 at 4% or $484,092 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $177,172 | $116,182 | $58,091iApproximate average salary by contribution assumption: employee only about $1,452,275 at 4% or $968,183 at 6%; with 50% employer match about $968,183 at 4% or $645,456 at 6%; with 100% employer match about $726,138 at 4% or $484,092 at 6%. |
| 2005 | 1 | 2 | $94,153 | $134,534 | $67,267iApproximate average salary by contribution assumption: employee only about $1,681,675 at 4% or $1,121,117 at 6%; with 50% employer match about $1,121,117 at 4% or $747,411 at 6%; with 100% employer match about $840,838 at 4% or $560,558 at 6%. |
| ENVISION WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $94,153 | $134,534 | $67,267iApproximate average salary by contribution assumption: employee only about $1,681,675 at 4% or $1,121,117 at 6%; with 50% employer match about $1,121,117 at 4% or $747,411 at 6%; with 100% employer match about $840,838 at 4% or $560,558 at 6%. |