Civic Intelligence

Select Wealth Advisors Inc.

Plan context: Select Wealth Advisors Inc. Safe Harbor 401K Plan

EIN 77-0579327 • Modesto, CA • 28 filings • 3 plans

1101 Sylvan Avenue, Suite C203Modesto, CA 95350
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$452,104

2021 Contributions

$26,846

Historical Graphs

Total Assets Over Time

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

$2,146,955$1,073,478$0200220112020YearValue
$452,104Latest year 2020

Participants Over Time

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

420200220102019YearValue
1Latest year 2019

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
202110$0$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-0---
202010$452,104$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-0$452,104--
201911$1,154,899$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$1,154,899--
201811$1,369,174$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$1,369,174--
201711$1,295,475$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$1,295,475--
201610$1,304,601$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-0$1,304,601--
201511$1,763,942$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$1,763,942--
201411$2,034,627$0-
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$2,034,627--
201311$2,034,511$26,846$26,846iApproximate average salary by contribution assumption: employee only about $671,150 at 4% or $447,433 at 6%; with 50% employer match about $447,433 at 4% or $298,289 at 6%; with 100% employer match about $335,575 at 4% or $223,717 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$2,034,511$26,846$26,846iApproximate average salary by contribution assumption: employee only about $671,150 at 4% or $447,433 at 6%; with 50% employer match about $447,433 at 4% or $298,289 at 6%; with 100% employer match about $335,575 at 4% or $223,717 at 6%.
201211$1,974,994$16,948$16,948iApproximate average salary by contribution assumption: employee only about $423,700 at 4% or $282,467 at 6%; with 50% employer match about $282,467 at 4% or $188,311 at 6%; with 100% employer match about $211,850 at 4% or $141,233 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-1$1,974,994$16,948$16,948iApproximate average salary by contribution assumption: employee only about $423,700 at 4% or $282,467 at 6%; with 50% employer match about $282,467 at 4% or $188,311 at 6%; with 100% employer match about $211,850 at 4% or $141,233 at 6%.
201133$2,146,955$215,907$71,969iApproximate average salary by contribution assumption: employee only about $1,799,225 at 4% or $1,199,483 at 6%; with 50% employer match about $1,199,483 at 4% or $799,656 at 6%; with 100% employer match about $899,613 at 4% or $599,742 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-3$1,115,433$55,907$18,636iApproximate average salary by contribution assumption: employee only about $465,892 at 4% or $310,594 at 6%; with 50% employer match about $310,594 at 4% or $207,063 at 6%; with 100% employer match about $232,946 at 4% or $155,297 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-3$1,031,522$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-0$0$0-
201023$2,065,825$222,736$74,245iApproximate average salary by contribution assumption: employee only about $1,856,133 at 4% or $1,237,422 at 6%; with 50% employer match about $1,237,422 at 4% or $824,948 at 6%; with 100% employer match about $928,067 at 4% or $618,711 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-3$1,108,349$62,736$20,912iApproximate average salary by contribution assumption: employee only about $522,800 at 4% or $348,533 at 6%; with 50% employer match about $348,533 at 4% or $232,356 at 6%; with 100% employer match about $261,400 at 4% or $174,267 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-3$957,476$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
200923$1,718,381$227,104$75,701iApproximate average salary by contribution assumption: employee only about $1,892,533 at 4% or $1,261,689 at 6%; with 50% employer match about $1,261,689 at 4% or $841,126 at 6%; with 100% employer match about $946,267 at 4% or $630,844 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-3$959,754$63,599$21,200iApproximate average salary by contribution assumption: employee only about $529,992 at 4% or $353,328 at 6%; with 50% employer match about $353,328 at 4% or $235,552 at 6%; with 100% employer match about $264,996 at 4% or $176,664 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-3$758,627$163,505$54,502iApproximate average salary by contribution assumption: employee only about $1,362,542 at 4% or $908,361 at 6%; with 50% employer match about $908,361 at 4% or $605,574 at 6%; with 100% employer match about $681,271 at 4% or $454,181 at 6%.
200823$1,217,772$221,096$73,699iApproximate average salary by contribution assumption: employee only about $1,842,467 at 4% or $1,228,311 at 6%; with 50% employer match about $1,228,311 at 4% or $818,874 at 6%; with 100% employer match about $921,233 at 4% or $614,156 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-3$653,738$57,601$19,200iApproximate average salary by contribution assumption: employee only about $480,008 at 4% or $320,006 at 6%; with 50% employer match about $320,006 at 4% or $213,337 at 6%; with 100% employer match about $240,004 at 4% or $160,003 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-0$564,034$163,495-
200722$1,318,547$199,967$99,984iApproximate average salary by contribution assumption: employee only about $2,499,588 at 4% or $1,666,392 at 6%; with 50% employer match about $1,666,392 at 4% or $1,110,928 at 6%; with 100% employer match about $1,249,794 at 4% or $833,196 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-2$910,370$49,967$24,984iApproximate average salary by contribution assumption: employee only about $624,588 at 4% or $416,392 at 6%; with 50% employer match about $416,392 at 4% or $277,594 at 6%; with 100% employer match about $312,294 at 4% or $208,196 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-2$408,177$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%.
200623$1,036,150$202,083$67,361iApproximate average salary by contribution assumption: employee only about $1,684,025 at 4% or $1,122,683 at 6%; with 50% employer match about $1,122,683 at 4% or $748,456 at 6%; with 100% employer match about $842,013 at 4% or $561,342 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-3$768,678$47,927$15,976iApproximate average salary by contribution assumption: employee only about $399,392 at 4% or $266,261 at 6%; with 50% employer match about $266,261 at 4% or $177,507 at 6%; with 100% employer match about $199,696 at 4% or $133,131 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-3$267,472$154,156$51,385iApproximate average salary by contribution assumption: employee only about $1,284,633 at 4% or $856,422 at 6%; with 50% employer match about $856,422 at 4% or $570,948 at 6%; with 100% employer match about $642,317 at 4% or $428,211 at 6%.
200523$788,410$162,683$54,228iApproximate average salary by contribution assumption: employee only about $1,355,692 at 4% or $903,794 at 6%; with 50% employer match about $903,794 at 4% or $602,530 at 6%; with 100% employer match about $677,846 at 4% or $451,897 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-2$669,231$43,504$21,752iApproximate average salary by contribution assumption: employee only about $543,800 at 4% or $362,533 at 6%; with 50% employer match about $362,533 at 4% or $241,689 at 6%; with 100% employer match about $271,900 at 4% or $181,267 at 6%.
Select Wealth Advisors Inc. Defined Benefit Pension Plan-3$119,179$119,179$39,726iApproximate average salary by contribution assumption: employee only about $993,158 at 4% or $662,106 at 6%; with 50% employer match about $662,106 at 4% or $441,404 at 6%; with 100% employer match about $496,579 at 4% or $331,053 at 6%.
200414$562,375$105,444$26,361iApproximate average salary by contribution assumption: employee only about $659,025 at 4% or $439,350 at 6%; with 50% employer match about $439,350 at 4% or $292,900 at 6%; with 100% employer match about $329,513 at 4% or $219,675 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-4$562,375$105,444$26,361iApproximate average salary by contribution assumption: employee only about $659,025 at 4% or $439,350 at 6%; with 50% employer match about $439,350 at 4% or $292,900 at 6%; with 100% employer match about $329,513 at 4% or $219,675 at 6%.
200314$396,841$55,296$13,824iApproximate average salary by contribution assumption: employee only about $345,600 at 4% or $230,400 at 6%; with 50% employer match about $230,400 at 4% or $153,600 at 6%; with 100% employer match about $172,800 at 4% or $115,200 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-4$396,841$55,296$13,824iApproximate average salary by contribution assumption: employee only about $345,600 at 4% or $230,400 at 6%; with 50% employer match about $230,400 at 4% or $153,600 at 6%; with 100% employer match about $172,800 at 4% or $115,200 at 6%.
200214$260,317$264,645$66,161iApproximate average salary by contribution assumption: employee only about $1,654,031 at 4% or $1,102,688 at 6%; with 50% employer match about $1,102,688 at 4% or $735,125 at 6%; with 100% employer match about $827,016 at 4% or $551,344 at 6%.
Select Wealth Advisors Inc. Safe Harbor 401K Plan-4$260,317$264,645$66,161iApproximate average salary by contribution assumption: employee only about $1,654,031 at 4% or $1,102,688 at 6%; with 50% employer match about $1,102,688 at 4% or $735,125 at 6%; with 100% employer match about $827,016 at 4% or $551,344 at 6%.