ERSO CAPITAL ADVISORS LLC
Plan context: ERSO CAPITAL ADVISORS LLC 401(K) PLAN
EIN 85-3640676 • Irvine, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$196,167
2025 Contributions
$31,520
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 | 1 | $196,167 | $31,520 | $31,520iApproximate average salary by contribution assumption: employee only about $788,000 at 4% or $525,333 at 6%; with 50% employer match about $525,333 at 4% or $350,222 at 6%; with 100% employer match about $394,000 at 4% or $262,667 at 6%. |
| ERSO CAPITAL ADVISORS LLC 401(K) PLAN | - | 1 | $196,167 | $31,520 | $31,520iApproximate average salary by contribution assumption: employee only about $788,000 at 4% or $525,333 at 6%; with 50% employer match about $525,333 at 4% or $350,222 at 6%; with 100% employer match about $394,000 at 4% or $262,667 at 6%. |
| 2024 | 1 | 1 | $137,536 | $32,354 | $32,354iApproximate average salary by contribution assumption: employee only about $808,850 at 4% or $539,233 at 6%; with 50% employer match about $539,233 at 4% or $359,489 at 6%; with 100% employer match about $404,425 at 4% or $269,617 at 6%. |
| ERSO CAPITAL ADVISORS LLC 401(K) PLAN | - | 1 | $137,536 | $32,354 | $32,354iApproximate average salary by contribution assumption: employee only about $808,850 at 4% or $539,233 at 6%; with 50% employer match about $539,233 at 4% or $359,489 at 6%; with 100% employer match about $404,425 at 4% or $269,617 at 6%. |
| 2023 | 1 | 1 | $92,503 | $32,862 | $32,862iApproximate average salary by contribution assumption: employee only about $821,550 at 4% or $547,700 at 6%; with 50% employer match about $547,700 at 4% or $365,133 at 6%; with 100% employer match about $410,775 at 4% or $273,850 at 6%. |
| ERSO CAPITAL ADVISORS LLC 401(K) PLAN | - | 1 | $92,503 | $32,862 | $32,862iApproximate average salary by contribution assumption: employee only about $821,550 at 4% or $547,700 at 6%; with 50% employer match about $547,700 at 4% or $365,133 at 6%; with 100% employer match about $410,775 at 4% or $273,850 at 6%. |
| 2022 | 1 | 1 | $48,169 | $30,176 | $30,176iApproximate average salary by contribution assumption: employee only about $754,400 at 4% or $502,933 at 6%; with 50% employer match about $502,933 at 4% or $335,289 at 6%; with 100% employer match about $377,200 at 4% or $251,467 at 6%. |
| ERSO CAPITAL ADVISORS LLC 401(K) PLAN | - | 1 | $48,169 | $30,176 | $30,176iApproximate average salary by contribution assumption: employee only about $754,400 at 4% or $502,933 at 6%; with 50% employer match about $502,933 at 4% or $335,289 at 6%; with 100% employer match about $377,200 at 4% or $251,467 at 6%. |
| 2021 | 1 | 1 | $23,589 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| ERSO CAPITAL ADVISORS LLC 401(K) PLAN | - | 1 | $23,589 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |