Comprehensive Wealth Managemen
Plan context: Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust
EIN 86-1122185 • Rocklin, CA • 8 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$512,033
2017 Contributions
$55,200
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2016 | 1 | 2 | $512,033 | $55,200 | $27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 2 | $512,033 | $55,200 | $27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%. |
| 2015 | 1 | 2 | $400,130 | $51,600 | $25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 2 | $400,130 | $51,600 | $25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%. |
| 2014 | 1 | 2 | $393,087 | $51,546 | $25,773iApproximate average salary by contribution assumption: employee only about $644,325 at 4% or $429,550 at 6%; with 50% employer match about $429,550 at 4% or $286,367 at 6%; with 100% employer match about $322,163 at 4% or $214,775 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 2 | $393,087 | $51,546 | $25,773iApproximate average salary by contribution assumption: employee only about $644,325 at 4% or $429,550 at 6%; with 50% employer match about $429,550 at 4% or $286,367 at 6%; with 100% employer match about $322,163 at 4% or $214,775 at 6%. |
| 2013 | 1 | 3 | $327,007 | $51,163 | $17,054iApproximate average salary by contribution assumption: employee only about $426,358 at 4% or $284,239 at 6%; with 50% employer match about $284,239 at 4% or $189,493 at 6%; with 100% employer match about $213,179 at 4% or $142,119 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 3 | $327,007 | $51,163 | $17,054iApproximate average salary by contribution assumption: employee only about $426,358 at 4% or $284,239 at 6%; with 50% employer match about $284,239 at 4% or $189,493 at 6%; with 100% employer match about $213,179 at 4% or $142,119 at 6%. |
| 2012 | 1 | 3 | $249,195 | $32,098 | $10,699iApproximate average salary by contribution assumption: employee only about $267,483 at 4% or $178,322 at 6%; with 50% employer match about $178,322 at 4% or $118,881 at 6%; with 100% employer match about $133,742 at 4% or $89,161 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 3 | $249,195 | $32,098 | $10,699iApproximate average salary by contribution assumption: employee only about $267,483 at 4% or $178,322 at 6%; with 50% employer match about $178,322 at 4% or $118,881 at 6%; with 100% employer match about $133,742 at 4% or $89,161 at 6%. |
| 2011 | 1 | 3 | $203,477 | $22,018 | $7,339iApproximate average salary by contribution assumption: employee only about $183,483 at 4% or $122,322 at 6%; with 50% employer match about $122,322 at 4% or $81,548 at 6%; with 100% employer match about $91,742 at 4% or $61,161 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 3 | $203,477 | $22,018 | $7,339iApproximate average salary by contribution assumption: employee only about $183,483 at 4% or $122,322 at 6%; with 50% employer match about $122,322 at 4% or $81,548 at 6%; with 100% employer match about $91,742 at 4% or $61,161 at 6%. |
| 2010 | 1 | 3 | $182,129 | $517 | $172iApproximate average salary by contribution assumption: employee only about $4,308 at 4% or $2,872 at 6%; with 50% employer match about $2,872 at 4% or $1,915 at 6%; with 100% employer match about $2,154 at 4% or $1,436 at 6%. |
| Comprehensive Wealth Managemen 401 K Profit Sharing Plan Trust | - | 3 | $182,129 | $517 | $172iApproximate average salary by contribution assumption: employee only about $4,308 at 4% or $2,872 at 6%; with 50% employer match about $2,872 at 4% or $1,915 at 6%; with 100% employer match about $2,154 at 4% or $1,436 at 6%. |