PANORAMIC FINANCIAL ADVICE INC
Plan context: PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN
EIN 83-2872272 • Fresno, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$317,845
2025 Contributions
$38,301
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 | 5 | $317,845 | $38,301 | $7,660iApproximate average salary by contribution assumption: employee only about $191,505 at 4% or $127,670 at 6%; with 50% employer match about $127,670 at 4% or $85,113 at 6%; with 100% employer match about $95,753 at 4% or $63,835 at 6%. |
| PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN | - | 5 | $317,845 | $38,301 | $7,660iApproximate average salary by contribution assumption: employee only about $191,505 at 4% or $127,670 at 6%; with 50% employer match about $127,670 at 4% or $85,113 at 6%; with 100% employer match about $95,753 at 4% or $63,835 at 6%. |
| 2024 | 1 | 4 | $242,885 | $37,944 | $9,486iApproximate average salary by contribution assumption: employee only about $237,150 at 4% or $158,100 at 6%; with 50% employer match about $158,100 at 4% or $105,400 at 6%; with 100% employer match about $118,575 at 4% or $79,050 at 6%. |
| PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN | - | 4 | $242,885 | $37,944 | $9,486iApproximate average salary by contribution assumption: employee only about $237,150 at 4% or $158,100 at 6%; with 50% employer match about $158,100 at 4% or $105,400 at 6%; with 100% employer match about $118,575 at 4% or $79,050 at 6%. |
| 2023 | 1 | 4 | $179,136 | $97,675 | $24,419iApproximate average salary by contribution assumption: employee only about $610,469 at 4% or $406,979 at 6%; with 50% employer match about $406,979 at 4% or $271,319 at 6%; with 100% employer match about $305,234 at 4% or $203,490 at 6%. |
| PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN | - | 4 | $179,136 | $97,675 | $24,419iApproximate average salary by contribution assumption: employee only about $610,469 at 4% or $406,979 at 6%; with 50% employer match about $406,979 at 4% or $271,319 at 6%; with 100% employer match about $305,234 at 4% or $203,490 at 6%. |
| 2022 | 1 | 4 | $57,944 | $41,004 | $10,251iApproximate average salary by contribution assumption: employee only about $256,275 at 4% or $170,850 at 6%; with 50% employer match about $170,850 at 4% or $113,900 at 6%; with 100% employer match about $128,138 at 4% or $85,425 at 6%. |
| PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN | - | 4 | $57,944 | $41,004 | $10,251iApproximate average salary by contribution assumption: employee only about $256,275 at 4% or $170,850 at 6%; with 50% employer match about $170,850 at 4% or $113,900 at 6%; with 100% employer match about $128,138 at 4% or $85,425 at 6%. |
| 2021 | 1 | 2 | $22,366 | $21,875 | $10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%. |
| PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN | - | 2 | $22,366 | $21,875 | $10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%. |