Pro-Act Wealth Solutions LLC
Plan context: Pro-Act Wealth Solutions LLC 401(K) Plan
EIN 81-3299615 • Camarillo, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$884,048
2025 Contributions
$62,250
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $884,048 | $0 | - |
| Pro-Act Wealth Solutions LLC 401(K) Plan | - | 3 | $884,048 | $0 | - |
| 2024 | 1 | 3 | $770,727 | $62,250 | $20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%. |
| Pro-Act Wealth Solutions LLC 401(K) Plan | - | 3 | $770,727 | $62,250 | $20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%. |
| 2023 | 1 | 3 | $609,882 | $52,774 | $17,591iApproximate average salary by contribution assumption: employee only about $439,783 at 4% or $293,189 at 6%; with 50% employer match about $293,189 at 4% or $195,459 at 6%; with 100% employer match about $219,892 at 4% or $146,594 at 6%. |
| Pro-Act Wealth Solutions LLC 401(K) Plan | - | 3 | $609,882 | $52,774 | $17,591iApproximate average salary by contribution assumption: employee only about $439,783 at 4% or $293,189 at 6%; with 50% employer match about $293,189 at 4% or $195,459 at 6%; with 100% employer match about $219,892 at 4% or $146,594 at 6%. |
| 2022 | 1 | 3 | $481,242 | $108,724 | $36,241iApproximate average salary by contribution assumption: employee only about $906,033 at 4% or $604,022 at 6%; with 50% employer match about $604,022 at 4% or $402,681 at 6%; with 100% employer match about $453,017 at 4% or $302,011 at 6%. |
| Pro-Act Wealth Solutions LLC 401(K) Plan | - | 3 | $481,242 | $108,724 | $36,241iApproximate average salary by contribution assumption: employee only about $906,033 at 4% or $604,022 at 6%; with 50% employer match about $604,022 at 4% or $402,681 at 6%; with 100% employer match about $453,017 at 4% or $302,011 at 6%. |
| 2021 | 1 | 3 | $440,858 | $105,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Pro-Act Wealth Solutions LLC 401(K) Plan | - | 3 | $440,858 | $105,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2020 | 1 | 3 | $298,457 | $94,500 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| Pro-Act Wealth Solutions LLC 401(K) Plan | - | 3 | $298,457 | $94,500 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |