Civic Intelligence

Pacific Union Financial

Plan context: Pacific Union Financial 401K Profit Sharing Plan

EIN 75-3170028 • Walnut Creek, CA • 16 filings • 3 plans

1990 N California Blvd Ste 16Walnut Creek, CA 94596
Current Snapshot

Latest Year

2019

2019 Participants

779

2019 Assets

$26,020,741

2019 Contributions

$1,149,241

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$30,571,044$15,285,522$0201120152018YearValue
$26,020,741Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3,3601,6800201120152018YearValue
779Latest year 2018

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$1,149,241-
Pacific Union Financial 401K Profit Sharing Plan-0-$1,149,241-
20182779$26,020,741$9,363,261$12,020iApproximate average salary by contribution assumption: employee only about $300,490 at 4% or $200,327 at 6%; with 50% employer match about $200,327 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-779$26,020,741$9,363,261$12,020iApproximate average salary by contribution assumption: employee only about $300,490 at 4% or $200,327 at 6%; with 50% employer match about $200,327 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%.
Pacific Union Financial Health and Welfare Plan-0---
201723,042$30,571,044$11,603,354$3,814iApproximate average salary by contribution assumption: employee only about $95,360 at 4% or $63,573 at 6%; with 50% employer match about $63,573 at 4% or $42,382 at 6%; with 100% employer match about $47,680 at 4% or $31,787 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-1,436$30,571,044$11,603,354$8,080iApproximate average salary by contribution assumption: employee only about $202,008 at 4% or $134,672 at 6%; with 50% employer match about $134,672 at 4% or $89,781 at 6%; with 100% employer match about $101,004 at 4% or $67,336 at 6%.
Pacific Union Financial Health and Welfare Plan-3,042---
201623,360$20,366,788$11,367,268$3,383iApproximate average salary by contribution assumption: employee only about $84,578 at 4% or $56,385 at 6%; with 50% employer match about $56,385 at 4% or $37,590 at 6%; with 100% employer match about $42,289 at 4% or $28,193 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-1,691$20,366,788$11,367,268$6,722iApproximate average salary by contribution assumption: employee only about $168,055 at 4% or $112,037 at 6%; with 50% employer match about $112,037 at 4% or $74,691 at 6%; with 100% employer match about $84,028 at 4% or $56,018 at 6%.
Pacific Union Financial Health and Welfare Plan-3,360---
201521,390$10,883,793$7,186,978$5,170iApproximate average salary by contribution assumption: employee only about $129,262 at 4% or $86,175 at 6%; with 50% employer match about $86,175 at 4% or $57,450 at 6%; with 100% employer match about $64,631 at 4% or $43,087 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-1,390$10,883,793$7,186,978$5,170iApproximate average salary by contribution assumption: employee only about $129,262 at 4% or $86,175 at 6%; with 50% employer match about $86,175 at 4% or $57,450 at 6%; with 100% employer match about $64,631 at 4% or $43,087 at 6%.
Pacific Union Financial Health and Welfare Plan-1,370---
201421,112$5,975,681$4,343,127$3,906iApproximate average salary by contribution assumption: employee only about $97,642 at 4% or $65,095 at 6%; with 50% employer match about $65,095 at 4% or $43,397 at 6%; with 100% employer match about $48,821 at 4% or $32,547 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-1,112$5,975,681$4,343,127$3,906iApproximate average salary by contribution assumption: employee only about $97,642 at 4% or $65,095 at 6%; with 50% employer match about $65,095 at 4% or $43,397 at 6%; with 100% employer match about $48,821 at 4% or $32,547 at 6%.
Pacific Union Financial Health and Welfare Plan-1,026---
20132653$2,286,566$1,688,469$2,586iApproximate average salary by contribution assumption: employee only about $64,643 at 4% or $43,095 at 6%; with 50% employer match about $43,095 at 4% or $28,730 at 6%; with 100% employer match about $32,321 at 4% or $21,548 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-653$2,286,566$1,688,469$2,586iApproximate average salary by contribution assumption: employee only about $64,643 at 4% or $43,095 at 6%; with 50% employer match about $43,095 at 4% or $28,730 at 6%; with 100% employer match about $32,321 at 4% or $21,548 at 6%.
Pacific Union Financial Health and Welfare Plan-627---
20122403$711,634$583,193$1,447iApproximate average salary by contribution assumption: employee only about $36,178 at 4% or $24,119 at 6%; with 50% employer match about $24,119 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-403$711,634$583,193$1,447iApproximate average salary by contribution assumption: employee only about $36,178 at 4% or $24,119 at 6%; with 50% employer match about $24,119 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%.
Pacific Union Financial Health and Welfare Plan-299---
2011158$168,316$177,936$3,068iApproximate average salary by contribution assumption: employee only about $76,697 at 4% or $51,131 at 6%; with 50% employer match about $51,131 at 4% or $34,087 at 6%; with 100% employer match about $38,348 at 4% or $25,566 at 6%.
Pacific Union Financial 401K Profit Sharing Plan-58$168,316$177,936$3,068iApproximate average salary by contribution assumption: employee only about $76,697 at 4% or $51,131 at 6%; with 50% employer match about $51,131 at 4% or $34,087 at 6%; with 100% employer match about $38,348 at 4% or $25,566 at 6%.