Civic Intelligence

Lisa Wise Consulting Inc.

Plan context: Lisa Wise Consulting Inc. Cash Balance Pension Plan

EIN 80-0155045 • San Luis Obispo, CA • 16 filings • 3 plans

983 Osos StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,498,833

2024 Contributions

$601,137

Historical Graphs

Total Assets Over Time

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

$4,498,833$2,249,417$0201520202024YearValue
$4,498,833Latest year 2024

Participants Over Time

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

21110201520202024YearValue
20Latest year 2024

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
2024220$4,498,833$601,137$30,057iApproximate average salary by contribution assumption: employee only about $751,421 at 4% or $500,948 at 6%; with 50% employer match about $500,948 at 4% or $333,965 at 6%; with 100% employer match about $375,711 at 4% or $250,474 at 6%.
Lisa Wise Consulting Inc. Cash Balance Pension Plan-12$2,346,103$275,000$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-20$2,152,730$326,137$16,307iApproximate average salary by contribution assumption: employee only about $407,671 at 4% or $271,781 at 6%; with 50% employer match about $271,781 at 4% or $181,187 at 6%; with 100% employer match about $203,836 at 4% or $135,890 at 6%.
2023221$3,585,426$412,690$19,652iApproximate average salary by contribution assumption: employee only about $491,298 at 4% or $327,532 at 6%; with 50% employer match about $327,532 at 4% or $218,354 at 6%; with 100% employer match about $245,649 at 4% or $163,766 at 6%.
Lisa Wise Consulting Inc. Cash Balance Pension Plan-14$1,943,596$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-21$1,641,830$212,690$10,128iApproximate average salary by contribution assumption: employee only about $253,202 at 4% or $168,802 at 6%; with 50% employer match about $168,802 at 4% or $112,534 at 6%; with 100% employer match about $126,601 at 4% or $84,401 at 6%.
2022218$2,884,606$799,534$44,419iApproximate average salary by contribution assumption: employee only about $1,110,464 at 4% or $740,309 at 6%; with 50% employer match about $740,309 at 4% or $493,540 at 6%; with 100% employer match about $555,232 at 4% or $370,155 at 6%.
Lisa Wise Consulting Inc. Cash Balance Pension Plan-10$1,606,266$675,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-18$1,278,340$124,534$6,919iApproximate average salary by contribution assumption: employee only about $172,964 at 4% or $115,309 at 6%; with 50% employer match about $115,309 at 4% or $76,873 at 6%; with 100% employer match about $86,482 at 4% or $57,655 at 6%.
2021219$2,439,771$757,037$39,844iApproximate average salary by contribution assumption: employee only about $996,101 at 4% or $664,068 at 6%; with 50% employer match about $664,068 at 4% or $442,712 at 6%; with 100% employer match about $498,051 at 4% or $332,034 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-19$1,384,853$207,037$10,897iApproximate average salary by contribution assumption: employee only about $272,417 at 4% or $181,611 at 6%; with 50% employer match about $181,611 at 4% or $121,074 at 6%; with 100% employer match about $136,209 at 4% or $90,806 at 6%.
Lisa Wise Consulting Inc. Cash Balance Pension Plan-12$1,054,918$550,000$45,833iApproximate average salary by contribution assumption: employee only about $1,145,833 at 4% or $763,889 at 6%; with 50% employer match about $763,889 at 4% or $509,259 at 6%; with 100% employer match about $572,917 at 4% or $381,944 at 6%.
2020312$2,608,428$783,448$65,287iApproximate average salary by contribution assumption: employee only about $1,632,183 at 4% or $1,088,122 at 6%; with 50% employer match about $1,088,122 at 4% or $725,415 at 6%; with 100% employer match about $816,092 at 4% or $544,061 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-12$1,056,391$143,901$11,992iApproximate average salary by contribution assumption: employee only about $299,794 at 4% or $199,863 at 6%; with 50% employer match about $199,863 at 4% or $133,242 at 6%; with 100% employer match about $149,897 at 4% or $99,931 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-12$1,056,391$143,901$11,992iApproximate average salary by contribution assumption: employee only about $299,794 at 4% or $199,863 at 6%; with 50% employer match about $199,863 at 4% or $133,242 at 6%; with 100% employer match about $149,897 at 4% or $99,931 at 6%.
Lisa Wise Consulting Inc. Cash Balance Pension Plan-8$495,646$495,646$61,956iApproximate average salary by contribution assumption: employee only about $1,548,894 at 4% or $1,032,596 at 6%; with 50% employer match about $1,032,596 at 4% or $688,397 at 6%; with 100% employer match about $774,447 at 4% or $516,298 at 6%.
2019117$807,332$212,183$12,481iApproximate average salary by contribution assumption: employee only about $312,034 at 4% or $208,023 at 6%; with 50% employer match about $208,023 at 4% or $138,682 at 6%; with 100% employer match about $156,017 at 4% or $104,011 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-17$807,332$212,183$12,481iApproximate average salary by contribution assumption: employee only about $312,034 at 4% or $208,023 at 6%; with 50% employer match about $208,023 at 4% or $138,682 at 6%; with 100% employer match about $156,017 at 4% or $104,011 at 6%.
2018113$493,611$153,797$11,831iApproximate average salary by contribution assumption: employee only about $295,763 at 4% or $197,176 at 6%; with 50% employer match about $197,176 at 4% or $131,450 at 6%; with 100% employer match about $147,882 at 4% or $98,588 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-13$493,611$153,797$11,831iApproximate average salary by contribution assumption: employee only about $295,763 at 4% or $197,176 at 6%; with 50% employer match about $197,176 at 4% or $131,450 at 6%; with 100% employer match about $147,882 at 4% or $98,588 at 6%.
201719$377,718$135,764$15,085iApproximate average salary by contribution assumption: employee only about $377,122 at 4% or $251,415 at 6%; with 50% employer match about $251,415 at 4% or $167,610 at 6%; with 100% employer match about $188,561 at 4% or $125,707 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-9$377,718$135,764$15,085iApproximate average salary by contribution assumption: employee only about $377,122 at 4% or $251,415 at 6%; with 50% employer match about $251,415 at 4% or $167,610 at 6%; with 100% employer match about $188,561 at 4% or $125,707 at 6%.
201617$207,353$128,607$18,372iApproximate average salary by contribution assumption: employee only about $459,311 at 4% or $306,207 at 6%; with 50% employer match about $306,207 at 4% or $204,138 at 6%; with 100% employer match about $229,655 at 4% or $153,104 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-7$207,353$128,607$18,372iApproximate average salary by contribution assumption: employee only about $459,311 at 4% or $306,207 at 6%; with 50% employer match about $306,207 at 4% or $204,138 at 6%; with 100% employer match about $229,655 at 4% or $153,104 at 6%.
2015110$76,539$76,527$7,653iApproximate average salary by contribution assumption: employee only about $191,318 at 4% or $127,545 at 6%; with 50% employer match about $127,545 at 4% or $85,030 at 6%; with 100% employer match about $95,659 at 4% or $63,773 at 6%.
Lisa Wise Consulting Inc. 401(K) Profit Sharing Plan-10$76,539$76,527$7,653iApproximate average salary by contribution assumption: employee only about $191,318 at 4% or $127,545 at 6%; with 50% employer match about $127,545 at 4% or $85,030 at 6%; with 100% employer match about $95,659 at 4% or $63,773 at 6%.