Civic Intelligence

Western Financial Planning

Plan context: Western Financial Planning 401K Plan

EIN 94-2620300 • San Diego, CA • 17 filings • 3 plans

5186 Carroll Canyon RoadSan Diego, CA 92121
Current Snapshot

Latest Year

2013

2013 Participants

14

2013 Assets

$539,240

2013 Contributions

$30,543

Historical Graphs

Total Assets Over Time

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

$1,637,640$818,820$0199920052012YearValue
$539,240Latest year 2012

Participants Over Time

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

48240199920062012YearValue
14Latest year 2012

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
201310$0$0-
Western Financial Planning 401K Plan-0$0--
2012114$539,240$30,543$2,182iApproximate average salary by contribution assumption: employee only about $54,541 at 4% or $36,361 at 6%; with 50% employer match about $36,361 at 4% or $24,240 at 6%; with 100% employer match about $27,271 at 4% or $18,180 at 6%.
Western Financial Planning 401K Plan-14$539,240$30,543$2,182iApproximate average salary by contribution assumption: employee only about $54,541 at 4% or $36,361 at 6%; with 50% employer match about $36,361 at 4% or $24,240 at 6%; with 100% employer match about $27,271 at 4% or $18,180 at 6%.
2011120$922,520$73,766$3,688iApproximate average salary by contribution assumption: employee only about $92,208 at 4% or $61,472 at 6%; with 50% employer match about $61,472 at 4% or $40,981 at 6%; with 100% employer match about $46,104 at 4% or $30,736 at 6%.
Western Financial Planning 401K Plan-20$922,520$73,766$3,688iApproximate average salary by contribution assumption: employee only about $92,208 at 4% or $61,472 at 6%; with 50% employer match about $61,472 at 4% or $40,981 at 6%; with 100% employer match about $46,104 at 4% or $30,736 at 6%.
2010129$1,238,242$95,783$3,303iApproximate average salary by contribution assumption: employee only about $82,572 at 4% or $55,048 at 6%; with 50% employer match about $55,048 at 4% or $36,698 at 6%; with 100% employer match about $41,286 at 4% or $27,524 at 6%.
Western Financial Planning 401K Plan-29$1,238,242$95,783$3,303iApproximate average salary by contribution assumption: employee only about $82,572 at 4% or $55,048 at 6%; with 50% employer match about $55,048 at 4% or $36,698 at 6%; with 100% employer match about $41,286 at 4% or $27,524 at 6%.
2009148$1,637,640$289,325$6,028iApproximate average salary by contribution assumption: employee only about $150,690 at 4% or $100,460 at 6%; with 50% employer match about $100,460 at 4% or $66,973 at 6%; with 100% employer match about $75,345 at 4% or $50,230 at 6%.
Western Financial Planning 401K Plan-48$1,637,640$289,325$6,028iApproximate average salary by contribution assumption: employee only about $150,690 at 4% or $100,460 at 6%; with 50% employer match about $100,460 at 4% or $66,973 at 6%; with 100% employer match about $75,345 at 4% or $50,230 at 6%.
2008143$1,137,280$267,978$6,232iApproximate average salary by contribution assumption: employee only about $155,801 at 4% or $103,867 at 6%; with 50% employer match about $103,867 at 4% or $69,245 at 6%; with 100% employer match about $77,901 at 4% or $51,934 at 6%.
Western Financial Planning 401K Plan-43$1,137,280$267,978$6,232iApproximate average salary by contribution assumption: employee only about $155,801 at 4% or $103,867 at 6%; with 50% employer match about $103,867 at 4% or $69,245 at 6%; with 100% employer match about $77,901 at 4% or $51,934 at 6%.
2007121$0$0-
Western Financial Planning 401K Plan-21---
2006131$922,270$211,270$6,815iApproximate average salary by contribution assumption: employee only about $170,379 at 4% or $113,586 at 6%; with 50% employer match about $113,586 at 4% or $75,724 at 6%; with 100% employer match about $85,190 at 4% or $56,793 at 6%.
Western Financial Planning 401K Plan-31$922,270$211,270$6,815iApproximate average salary by contribution assumption: employee only about $170,379 at 4% or $113,586 at 6%; with 50% employer match about $113,586 at 4% or $75,724 at 6%; with 100% employer match about $85,190 at 4% or $56,793 at 6%.
2005222$709,086$158,540$7,206iApproximate average salary by contribution assumption: employee only about $180,159 at 4% or $120,106 at 6%; with 50% employer match about $120,106 at 4% or $80,071 at 6%; with 100% employer match about $90,080 at 4% or $60,053 at 6%.
Western Financial Planning 401K Plan-20$709,086$158,540$7,927iApproximate average salary by contribution assumption: employee only about $198,175 at 4% or $132,117 at 6%; with 50% employer match about $132,117 at 4% or $88,078 at 6%; with 100% employer match about $99,088 at 4% or $66,058 at 6%.
WESTERN FINANCIAL PLANNING CORP. SECTION 125 PREMIUM ONLY-22---
2004224$658,278$164,400$6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%.
Western Financial Planning 401K Plan-23$658,278$164,400$7,148iApproximate average salary by contribution assumption: employee only about $178,696 at 4% or $119,130 at 6%; with 50% employer match about $119,130 at 4% or $79,420 at 6%; with 100% employer match about $89,348 at 4% or $59,565 at 6%.
WESTERN FINANCIAL PLANNING CORP. SECTION 125 PREMIUM ONLY-24---
2003136$446,890$135,557$3,765iApproximate average salary by contribution assumption: employee only about $94,137 at 4% or $62,758 at 6%; with 50% employer match about $62,758 at 4% or $41,839 at 6%; with 100% employer match about $47,068 at 4% or $31,379 at 6%.
Western Financial Planning 401K Plan-36$446,890$135,557$3,765iApproximate average salary by contribution assumption: employee only about $94,137 at 4% or $62,758 at 6%; with 50% employer match about $62,758 at 4% or $41,839 at 6%; with 100% employer match about $47,068 at 4% or $31,379 at 6%.
2002123$321,750$99,777$4,338iApproximate average salary by contribution assumption: employee only about $108,453 at 4% or $72,302 at 6%; with 50% employer match about $72,302 at 4% or $48,201 at 6%; with 100% employer match about $54,227 at 4% or $36,151 at 6%.
Western Financial Planning 401K Plan-23$321,750$99,777$4,338iApproximate average salary by contribution assumption: employee only about $108,453 at 4% or $72,302 at 6%; with 50% employer match about $72,302 at 4% or $48,201 at 6%; with 100% employer match about $54,227 at 4% or $36,151 at 6%.
2001116$274,038$85,775$5,361iApproximate average salary by contribution assumption: employee only about $134,023 at 4% or $89,349 at 6%; with 50% employer match about $89,349 at 4% or $59,566 at 6%; with 100% employer match about $67,012 at 4% or $44,674 at 6%.
Western Financial Planning 401K Plan-16$274,038$85,775$5,361iApproximate average salary by contribution assumption: employee only about $134,023 at 4% or $89,349 at 6%; with 50% employer match about $89,349 at 4% or $59,566 at 6%; with 100% employer match about $67,012 at 4% or $44,674 at 6%.
2000121$226,555$79,889$3,804iApproximate average salary by contribution assumption: employee only about $95,106 at 4% or $63,404 at 6%; with 50% employer match about $63,404 at 4% or $42,269 at 6%; with 100% employer match about $47,553 at 4% or $31,702 at 6%.
Western Financial Planning 401K Plan-21$226,555$79,889$3,804iApproximate average salary by contribution assumption: employee only about $95,106 at 4% or $63,404 at 6%; with 50% employer match about $63,404 at 4% or $42,269 at 6%; with 100% employer match about $47,553 at 4% or $31,702 at 6%.
1999119$245,152$97,026$5,107iApproximate average salary by contribution assumption: employee only about $127,666 at 4% or $85,111 at 6%; with 50% employer match about $85,111 at 4% or $56,740 at 6%; with 100% employer match about $63,833 at 4% or $42,555 at 6%.
Western Financial Planning 401K Plan-19$245,152$97,026$5,107iApproximate average salary by contribution assumption: employee only about $127,666 at 4% or $85,111 at 6%; with 50% employer match about $85,111 at 4% or $56,740 at 6%; with 100% employer match about $63,833 at 4% or $42,555 at 6%.