Civic Intelligence

COMPREHENSIVE ADVISOR LLC

Plan context: COMPREHENSIVE ADVISOR 401(K) PLAN

EIN 83-1142072 • Carlsbad, CA • 7 filings • 1 plans

2011 Palomar Airport RoadSuite #302Carlsbad, CA 92011
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$748,524

2025 Contributions

$153,374

Historical Graphs

Total Assets Over Time

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

$748,524$374,262$0201920222025YearValue
$748,524Latest year 2025

Participants Over Time

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

1580201920222025YearValue
15Latest year 2025

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
2025115$748,524$153,374$10,225iApproximate average salary by contribution assumption: employee only about $255,623 at 4% or $170,416 at 6%; with 50% employer match about $170,416 at 4% or $113,610 at 6%; with 100% employer match about $127,812 at 4% or $85,208 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-15$748,524$153,374$10,225iApproximate average salary by contribution assumption: employee only about $255,623 at 4% or $170,416 at 6%; with 50% employer match about $170,416 at 4% or $113,610 at 6%; with 100% employer match about $127,812 at 4% or $85,208 at 6%.
2024111$518,713$98,567$8,961iApproximate average salary by contribution assumption: employee only about $224,016 at 4% or $149,344 at 6%; with 50% employer match about $149,344 at 4% or $99,563 at 6%; with 100% employer match about $112,008 at 4% or $74,672 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-11$518,713$98,567$8,961iApproximate average salary by contribution assumption: employee only about $224,016 at 4% or $149,344 at 6%; with 50% employer match about $149,344 at 4% or $99,563 at 6%; with 100% employer match about $112,008 at 4% or $74,672 at 6%.
202319$377,566$146,467$16,274iApproximate average salary by contribution assumption: employee only about $406,853 at 4% or $271,235 at 6%; with 50% employer match about $271,235 at 4% or $180,823 at 6%; with 100% employer match about $203,426 at 4% or $135,618 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-9$377,566$146,467$16,274iApproximate average salary by contribution assumption: employee only about $406,853 at 4% or $271,235 at 6%; with 50% employer match about $271,235 at 4% or $180,823 at 6%; with 100% employer match about $203,426 at 4% or $135,618 at 6%.
202219$194,636$71,813$7,979iApproximate average salary by contribution assumption: employee only about $199,481 at 4% or $132,987 at 6%; with 50% employer match about $132,987 at 4% or $88,658 at 6%; with 100% employer match about $99,740 at 4% or $66,494 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-9$194,636$71,813$7,979iApproximate average salary by contribution assumption: employee only about $199,481 at 4% or $132,987 at 6%; with 50% employer match about $132,987 at 4% or $88,658 at 6%; with 100% employer match about $99,740 at 4% or $66,494 at 6%.
202116$152,294$101,049$16,842iApproximate average salary by contribution assumption: employee only about $421,038 at 4% or $280,692 at 6%; with 50% employer match about $280,692 at 4% or $187,128 at 6%; with 100% employer match about $210,519 at 4% or $140,346 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-6$152,294$101,049$16,842iApproximate average salary by contribution assumption: employee only about $421,038 at 4% or $280,692 at 6%; with 50% employer match about $280,692 at 4% or $187,128 at 6%; with 100% employer match about $210,519 at 4% or $140,346 at 6%.
202016$48,383$27,868$4,645iApproximate average salary by contribution assumption: employee only about $116,117 at 4% or $77,411 at 6%; with 50% employer match about $77,411 at 4% or $51,607 at 6%; with 100% employer match about $58,058 at 4% or $38,706 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-6$48,383$27,868$4,645iApproximate average salary by contribution assumption: employee only about $116,117 at 4% or $77,411 at 6%; with 50% employer match about $77,411 at 4% or $51,607 at 6%; with 100% employer match about $58,058 at 4% or $38,706 at 6%.
201916$15,817$14,423$2,404iApproximate average salary by contribution assumption: employee only about $60,096 at 4% or $40,064 at 6%; with 50% employer match about $40,064 at 4% or $26,709 at 6%; with 100% employer match about $30,048 at 4% or $20,032 at 6%.
COMPREHENSIVE ADVISOR 401(K) PLAN-6$15,817$14,423$2,404iApproximate average salary by contribution assumption: employee only about $60,096 at 4% or $40,064 at 6%; with 50% employer match about $40,064 at 4% or $26,709 at 6%; with 100% employer match about $30,048 at 4% or $20,032 at 6%.