Civic Intelligence

Focus Investment Advisors

Plan context: Focus Investment Advisors 401K Plan

EIN 81-1193503 • Solana Beach, CA • 9 filings • 3 plans

514 Via DE LA Valle, Suite 200Solana Beach, CA 92075
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,257,096

2024 Contributions

$45,982

Historical Graphs

Total Assets Over Time

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

$1,257,096$628,548$0201620202024YearValue
$1,257,096Latest year 2024

Participants Over Time

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

630201620202024YearValue
4Latest 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
202414$1,257,096$45,982$11,496iApproximate average salary by contribution assumption: employee only about $287,388 at 4% or $191,592 at 6%; with 50% employer match about $191,592 at 4% or $127,728 at 6%; with 100% employer match about $143,694 at 4% or $95,796 at 6%.
Focus Investment Advisors 401K Plan-4$1,257,096$45,982$11,496iApproximate average salary by contribution assumption: employee only about $287,388 at 4% or $191,592 at 6%; with 50% employer match about $191,592 at 4% or $127,728 at 6%; with 100% employer match about $143,694 at 4% or $95,796 at 6%.
202316$926,077$41,951$6,992iApproximate average salary by contribution assumption: employee only about $174,796 at 4% or $116,531 at 6%; with 50% employer match about $116,531 at 4% or $77,687 at 6%; with 100% employer match about $87,398 at 4% or $58,265 at 6%.
Focus Investment Advisors 401K Plan-6$926,077$41,951$6,992iApproximate average salary by contribution assumption: employee only about $174,796 at 4% or $116,531 at 6%; with 50% employer match about $116,531 at 4% or $77,687 at 6%; with 100% employer match about $87,398 at 4% or $58,265 at 6%.
202215$671,708$61,288$12,258iApproximate average salary by contribution assumption: employee only about $306,440 at 4% or $204,293 at 6%; with 50% employer match about $204,293 at 4% or $136,196 at 6%; with 100% employer match about $153,220 at 4% or $102,147 at 6%.
Focus Investment Advisors 401K Plan-5$671,708$61,288$12,258iApproximate average salary by contribution assumption: employee only about $306,440 at 4% or $204,293 at 6%; with 50% employer match about $204,293 at 4% or $136,196 at 6%; with 100% employer match about $153,220 at 4% or $102,147 at 6%.
202115$767,505$32,304$6,461iApproximate average salary by contribution assumption: employee only about $161,520 at 4% or $107,680 at 6%; with 50% employer match about $107,680 at 4% or $71,787 at 6%; with 100% employer match about $80,760 at 4% or $53,840 at 6%.
Focus Investment Advisors 401K Plan-5$767,505$32,304$6,461iApproximate average salary by contribution assumption: employee only about $161,520 at 4% or $107,680 at 6%; with 50% employer match about $107,680 at 4% or $71,787 at 6%; with 100% employer match about $80,760 at 4% or $53,840 at 6%.
202015$619,706$60,500$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
Focus Investment Advisors 401K Plan-5$619,706$60,500$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
201914$486,814$62,913$15,728iApproximate average salary by contribution assumption: employee only about $393,206 at 4% or $262,138 at 6%; with 50% employer match about $262,138 at 4% or $174,758 at 6%; with 100% employer match about $196,603 at 4% or $131,069 at 6%.
Focus Investment Advisors 401K Plan-4$486,814$62,913$15,728iApproximate average salary by contribution assumption: employee only about $393,206 at 4% or $262,138 at 6%; with 50% employer match about $262,138 at 4% or $174,758 at 6%; with 100% employer match about $196,603 at 4% or $131,069 at 6%.
201814$370,984$88,515$22,129iApproximate average salary by contribution assumption: employee only about $553,219 at 4% or $368,813 at 6%; with 50% employer match about $368,813 at 4% or $245,875 at 6%; with 100% employer match about $276,609 at 4% or $184,406 at 6%.
Focus Investment Advisors 401K Plan-4$370,984$88,515$22,129iApproximate average salary by contribution assumption: employee only about $553,219 at 4% or $368,813 at 6%; with 50% employer match about $368,813 at 4% or $245,875 at 6%; with 100% employer match about $276,609 at 4% or $184,406 at 6%.
201714$315,064$71,178$17,795iApproximate average salary by contribution assumption: employee only about $444,863 at 4% or $296,575 at 6%; with 50% employer match about $296,575 at 4% or $197,717 at 6%; with 100% employer match about $222,431 at 4% or $148,288 at 6%.
Focus Investment Advisors 401K Plan-4$315,064$71,178$17,795iApproximate average salary by contribution assumption: employee only about $444,863 at 4% or $296,575 at 6%; with 50% employer match about $296,575 at 4% or $197,717 at 6%; with 100% employer match about $222,431 at 4% or $148,288 at 6%.
201614$217,531$69,396$17,349iApproximate average salary by contribution assumption: employee only about $433,725 at 4% or $289,150 at 6%; with 50% employer match about $289,150 at 4% or $192,767 at 6%; with 100% employer match about $216,863 at 4% or $144,575 at 6%.
Focus Investment Advisors 401K Plan-4$217,531$69,396$17,349iApproximate average salary by contribution assumption: employee only about $433,725 at 4% or $289,150 at 6%; with 50% employer match about $289,150 at 4% or $192,767 at 6%; with 100% employer match about $216,863 at 4% or $144,575 at 6%.