OCEAN HEIGHTS ADVISORS
Plan context: OCEAN HEIGHTS ADVISORS RETIREMENT TRUST
EIN 87-4416134 • Newport Beach, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$6,796,354
2025 Contributions
$83,489
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 | 0 | $0 | $83,489 | - |
| OCEAN HEIGHTS ADVISORS RETIREMENT TRUST | - | 0 | $0 | $83,489 | - |
| 2024 | 1 | 7 | $6,796,354 | $203,062 | $29,009iApproximate average salary by contribution assumption: employee only about $725,221 at 4% or $483,481 at 6%; with 50% employer match about $483,481 at 4% or $322,321 at 6%; with 100% employer match about $362,611 at 4% or $241,740 at 6%. |
| OCEAN HEIGHTS ADVISORS RETIREMENT TRUST | - | 7 | $6,796,354 | $203,062 | $29,009iApproximate average salary by contribution assumption: employee only about $725,221 at 4% or $483,481 at 6%; with 50% employer match about $483,481 at 4% or $322,321 at 6%; with 100% employer match about $362,611 at 4% or $241,740 at 6%. |
| 2023 | 1 | 7 | $6,084,997 | $209,612 | $29,945iApproximate average salary by contribution assumption: employee only about $748,614 at 4% or $499,076 at 6%; with 50% employer match about $499,076 at 4% or $332,717 at 6%; with 100% employer match about $374,307 at 4% or $249,538 at 6%. |
| OCEAN HEIGHTS ADVISORS RETIREMENT TRUST | - | 7 | $6,084,997 | $209,612 | $29,945iApproximate average salary by contribution assumption: employee only about $748,614 at 4% or $499,076 at 6%; with 50% employer match about $499,076 at 4% or $332,717 at 6%; with 100% employer match about $374,307 at 4% or $249,538 at 6%. |