BLUNT FINANCIAL PLANNING & WEALTH GROUP
Plan context: BLUNT FINANCIAL PLANNING & WEALTH GROUP 401(K) PLAN
EIN 81-5401870 • Anaheim, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$384,437
2025 Contributions
$70,191
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 | 4 | $384,437 | $70,191 | $17,548iApproximate average salary by contribution assumption: employee only about $438,694 at 4% or $292,463 at 6%; with 50% employer match about $292,463 at 4% or $194,975 at 6%; with 100% employer match about $219,347 at 4% or $146,231 at 6%. |
| BLUNT FINANCIAL PLANNING & WEALTH GROUP 401(K) PLAN | - | 4 | $384,437 | $70,191 | $17,548iApproximate average salary by contribution assumption: employee only about $438,694 at 4% or $292,463 at 6%; with 50% employer match about $292,463 at 4% or $194,975 at 6%; with 100% employer match about $219,347 at 4% or $146,231 at 6%. |
| 2024 | 1 | 4 | $266,526 | $70,571 | $17,643iApproximate average salary by contribution assumption: employee only about $441,069 at 4% or $294,046 at 6%; with 50% employer match about $294,046 at 4% or $196,031 at 6%; with 100% employer match about $220,534 at 4% or $147,023 at 6%. |
| BLUNT FINANCIAL PLANNING & WEALTH GROUP 401(K) PLAN | - | 4 | $266,526 | $70,571 | $17,643iApproximate average salary by contribution assumption: employee only about $441,069 at 4% or $294,046 at 6%; with 50% employer match about $294,046 at 4% or $196,031 at 6%; with 100% employer match about $220,534 at 4% or $147,023 at 6%. |
| 2023 | 1 | 4 | $161,868 | $59,934 | $14,984iApproximate average salary by contribution assumption: employee only about $374,588 at 4% or $249,725 at 6%; with 50% employer match about $249,725 at 4% or $166,483 at 6%; with 100% employer match about $187,294 at 4% or $124,863 at 6%. |
| BLUNT FINANCIAL PLANNING & WEALTH GROUP 401(K) PLAN | - | 4 | $161,868 | $59,934 | $14,984iApproximate average salary by contribution assumption: employee only about $374,588 at 4% or $249,725 at 6%; with 50% employer match about $249,725 at 4% or $166,483 at 6%; with 100% employer match about $187,294 at 4% or $124,863 at 6%. |
| 2022 | 1 | 4 | $82,289 | $46,895 | $11,724iApproximate average salary by contribution assumption: employee only about $293,094 at 4% or $195,396 at 6%; with 50% employer match about $195,396 at 4% or $130,264 at 6%; with 100% employer match about $146,547 at 4% or $97,698 at 6%. |
| BLUNT FINANCIAL PLANNING & WEALTH GROUP 401(K) PLAN | - | 4 | $82,289 | $46,895 | $11,724iApproximate average salary by contribution assumption: employee only about $293,094 at 4% or $195,396 at 6%; with 50% employer match about $195,396 at 4% or $130,264 at 6%; with 100% employer match about $146,547 at 4% or $97,698 at 6%. |
| 2021 | 1 | 4 | $46,080 | $43,076 | $10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%. |
| BLUNT FINANCIAL PLANNING & WEALTH GROUP 401(K) PLAN | - | 4 | $46,080 | $43,076 | $10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%. |