Civic Intelligence

Mission Wealth Management, L.P.

Plan context: Mission Wealth Management, L.P. 401(K) Plan

EIN 82-3762916 • Santa Barbara, CA • 14 filings • 3 plans

1111 Chapala Street, 3rd FloorSanta Barbara, CA 93101
Current Snapshot

Latest Year

2024

2024 Participants

135

2024 Assets

$28,802,694

2024 Contributions

$4,660,739

Historical Graphs

Total Assets Over Time

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

$28,802,694$14,401,347$0201820212024YearValue
$28,802,694Latest year 2024

Participants Over Time

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

135680201820212024YearValue
135Latest 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
20242135$28,802,694$4,660,739$34,524iApproximate average salary by contribution assumption: employee only about $863,100 at 4% or $575,400 at 6%; with 50% employer match about $575,400 at 4% or $383,600 at 6%; with 100% employer match about $431,550 at 4% or $287,700 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-135$23,395,200$3,004,739$22,257iApproximate average salary by contribution assumption: employee only about $556,433 at 4% or $370,955 at 6%; with 50% employer match about $370,955 at 4% or $247,304 at 6%; with 100% employer match about $278,217 at 4% or $185,478 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-95$5,407,494$1,656,000$17,432iApproximate average salary by contribution assumption: employee only about $435,789 at 4% or $290,526 at 6%; with 50% employer match about $290,526 at 4% or $193,684 at 6%; with 100% employer match about $217,895 at 4% or $145,263 at 6%.
20232106$21,368,776$3,190,316$30,097iApproximate average salary by contribution assumption: employee only about $752,433 at 4% or $501,622 at 6%; with 50% employer match about $501,622 at 4% or $334,415 at 6%; with 100% employer match about $376,217 at 4% or $250,811 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-106$18,075,036$2,553,816$24,093iApproximate average salary by contribution assumption: employee only about $602,315 at 4% or $401,543 at 6%; with 50% employer match about $401,543 at 4% or $267,696 at 6%; with 100% employer match about $301,158 at 4% or $200,772 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-99$3,293,740$636,500$6,429iApproximate average salary by contribution assumption: employee only about $160,732 at 4% or $107,155 at 6%; with 50% employer match about $107,155 at 4% or $71,437 at 6%; with 100% employer match about $80,366 at 4% or $53,577 at 6%.
2022287$15,466,828$2,717,945$31,241iApproximate average salary by contribution assumption: employee only about $781,019 at 4% or $520,679 at 6%; with 50% employer match about $520,679 at 4% or $347,119 at 6%; with 100% employer match about $390,509 at 4% or $260,340 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-87$13,126,180$1,935,634$22,249iApproximate average salary by contribution assumption: employee only about $556,217 at 4% or $370,811 at 6%; with 50% employer match about $370,811 at 4% or $247,207 at 6%; with 100% employer match about $278,108 at 4% or $185,406 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-80$2,340,648$782,311$9,779iApproximate average salary by contribution assumption: employee only about $244,472 at 4% or $162,981 at 6%; with 50% employer match about $162,981 at 4% or $108,654 at 6%; with 100% employer match about $122,236 at 4% or $81,491 at 6%.
2021277$15,429,630$2,382,987$30,948iApproximate average salary by contribution assumption: employee only about $773,697 at 4% or $515,798 at 6%; with 50% employer match about $515,798 at 4% or $343,865 at 6%; with 100% employer match about $386,849 at 4% or $257,899 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-77$13,782,917$1,728,576$22,449iApproximate average salary by contribution assumption: employee only about $561,226 at 4% or $374,151 at 6%; with 50% employer match about $374,151 at 4% or $249,434 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-65$1,646,713$654,411$10,068iApproximate average salary by contribution assumption: employee only about $251,697 at 4% or $167,798 at 6%; with 50% employer match about $167,798 at 4% or $111,865 at 6%; with 100% employer match about $125,848 at 4% or $83,899 at 6%.
2020254$11,360,772$1,027,556$19,029iApproximate average salary by contribution assumption: employee only about $475,720 at 4% or $317,147 at 6%; with 50% employer match about $317,147 at 4% or $211,431 at 6%; with 100% employer match about $237,860 at 4% or $158,573 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-54$10,472,052$1,027,556$19,029iApproximate average salary by contribution assumption: employee only about $475,720 at 4% or $317,147 at 6%; with 50% employer match about $317,147 at 4% or $211,431 at 6%; with 100% employer match about $237,860 at 4% or $158,573 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-37$888,720--
2019246$8,904,564$1,103,088$23,980iApproximate average salary by contribution assumption: employee only about $599,504 at 4% or $399,670 at 6%; with 50% employer match about $399,670 at 4% or $266,446 at 6%; with 100% employer match about $299,752 at 4% or $199,835 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-46$8,080,789$818,486$17,793iApproximate average salary by contribution assumption: employee only about $444,829 at 4% or $296,553 at 6%; with 50% employer match about $296,553 at 4% or $197,702 at 6%; with 100% employer match about $222,415 at 4% or $148,276 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-35$823,775$284,602$8,131iApproximate average salary by contribution assumption: employee only about $203,287 at 4% or $135,525 at 6%; with 50% employer match about $135,525 at 4% or $90,350 at 6%; with 100% employer match about $101,644 at 4% or $67,762 at 6%.
2018229$6,423,681$1,014,738$34,991iApproximate average salary by contribution assumption: employee only about $874,774 at 4% or $583,183 at 6%; with 50% employer match about $583,183 at 4% or $388,789 at 6%; with 100% employer match about $437,387 at 4% or $291,591 at 6%.
Mission Wealth Management, L.P. 401(K) Plan-29$5,902,004$740,772$25,544iApproximate average salary by contribution assumption: employee only about $638,597 at 4% or $425,731 at 6%; with 50% employer match about $425,731 at 4% or $283,821 at 6%; with 100% employer match about $319,298 at 4% or $212,866 at 6%.
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN-25$521,677$273,966$10,959iApproximate average salary by contribution assumption: employee only about $273,966 at 4% or $182,644 at 6%; with 50% employer match about $182,644 at 4% or $121,763 at 6%; with 100% employer match about $136,983 at 4% or $91,322 at 6%.