Pure Financial Advisors LLC
Plan context: Pure Financial Advisors LLC 401(K) Profit Sharing Plan and T
EIN 81-3149057 • San Diego, CA • 5 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
145
2024 Assets
$19,915,643
2024 Contributions
$3,279,758
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 145 | $19,915,643 | $3,279,758 | $22,619iApproximate average salary by contribution assumption: employee only about $565,476 at 4% or $376,984 at 6%; with 50% employer match about $376,984 at 4% or $251,322 at 6%; with 100% employer match about $282,738 at 4% or $188,492 at 6%. |
| Pure Financial Advisors LLC 401(K) Profit Sharing Plan and T | - | 144 | $19,915,643 | $3,279,758 | $22,776iApproximate average salary by contribution assumption: employee only about $569,402 at 4% or $379,602 at 6%; with 50% employer match about $379,602 at 4% or $253,068 at 6%; with 100% employer match about $284,701 at 4% or $189,801 at 6%. |
| Pure Financial Advisors LLC Health Plan | - | 145 | - | - | - |
| 2023 | 2 | 123 | $15,981,890 | $2,525,131 | $20,530iApproximate average salary by contribution assumption: employee only about $513,238 at 4% or $342,159 at 6%; with 50% employer match about $342,159 at 4% or $228,106 at 6%; with 100% employer match about $256,619 at 4% or $171,079 at 6%. |
| Pure Financial Advisors LLC 401(K) Profit Sharing Plan and T | - | 123 | $15,981,890 | $2,525,131 | $20,530iApproximate average salary by contribution assumption: employee only about $513,238 at 4% or $342,159 at 6%; with 50% employer match about $342,159 at 4% or $228,106 at 6%; with 100% employer match about $256,619 at 4% or $171,079 at 6%. |
| Pure Financial Advisors LLC Health Plan | - | 121 | - | - | - |
| 2022 | 1 | 117 | $11,775,484 | $1,796,027 | $15,351iApproximate average salary by contribution assumption: employee only about $383,766 at 4% or $255,844 at 6%; with 50% employer match about $255,844 at 4% or $170,563 at 6%; with 100% employer match about $191,883 at 4% or $127,922 at 6%. |
| Pure Financial Advisors LLC 401(K) Profit Sharing Plan and T | - | 117 | $11,775,484 | $1,796,027 | $15,351iApproximate average salary by contribution assumption: employee only about $383,766 at 4% or $255,844 at 6%; with 50% employer match about $255,844 at 4% or $170,563 at 6%; with 100% employer match about $191,883 at 4% or $127,922 at 6%. |