Civic Intelligence

Titus Wealth Management Inc.

Plan context: Titus Wealth Management Inc. Salary Deferral Plan

EIN 94-2949997 • San Mateo, CA • 26 filings • 3 plans

400 South El Camino Real, #260San Mateo, CA 94402
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$109,830

2024 Contributions

$2,200

Historical Graphs

Total Assets Over Time

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

$1,005,085$502,543$0199920112023YearValue
$109,830Latest year 2023

Participants Over Time

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

840199920112023YearValue
1Latest year 2023

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
202410$0$0-
Titus Wealth Management Inc. Salary Deferral Plan-0$0$0-
202311$109,830$0-
Titus Wealth Management Inc. Salary Deferral Plan-1$109,830$0-
202212$90,521$2,200$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-2$90,521$2,200$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
202112$707,404$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-2$707,404$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
202012$582,468$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-2$582,468$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201912$442,000$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-2$442,000$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201818$355,279$24,500$3,063iApproximate average salary by contribution assumption: employee only about $76,563 at 4% or $51,042 at 6%; with 50% employer match about $51,042 at 4% or $34,028 at 6%; with 100% employer match about $38,281 at 4% or $25,521 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-8$355,279$24,500$3,063iApproximate average salary by contribution assumption: employee only about $76,563 at 4% or $51,042 at 6%; with 50% employer match about $51,042 at 4% or $34,028 at 6%; with 100% employer match about $38,281 at 4% or $25,521 at 6%.
201717$343,620$23,700$3,386iApproximate average salary by contribution assumption: employee only about $84,643 at 4% or $56,429 at 6%; with 50% employer match about $56,429 at 4% or $37,619 at 6%; with 100% employer match about $42,321 at 4% or $28,214 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-7$343,620$23,700$3,386iApproximate average salary by contribution assumption: employee only about $84,643 at 4% or $56,429 at 6%; with 50% employer match about $56,429 at 4% or $37,619 at 6%; with 100% employer match about $42,321 at 4% or $28,214 at 6%.
201616$403,855$21,635$3,606iApproximate average salary by contribution assumption: employee only about $90,146 at 4% or $60,097 at 6%; with 50% employer match about $60,097 at 4% or $40,065 at 6%; with 100% employer match about $45,073 at 4% or $30,049 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-6$403,855$21,635$3,606iApproximate average salary by contribution assumption: employee only about $90,146 at 4% or $60,097 at 6%; with 50% employer match about $60,097 at 4% or $40,065 at 6%; with 100% employer match about $45,073 at 4% or $30,049 at 6%.
201516$396,350$25,037$4,173iApproximate average salary by contribution assumption: employee only about $104,321 at 4% or $69,547 at 6%; with 50% employer match about $69,547 at 4% or $46,365 at 6%; with 100% employer match about $52,160 at 4% or $34,774 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-6$396,350$25,037$4,173iApproximate average salary by contribution assumption: employee only about $104,321 at 4% or $69,547 at 6%; with 50% employer match about $69,547 at 4% or $46,365 at 6%; with 100% employer match about $52,160 at 4% or $34,774 at 6%.
201416$393,631$18,080$3,013iApproximate average salary by contribution assumption: employee only about $75,333 at 4% or $50,222 at 6%; with 50% employer match about $50,222 at 4% or $33,481 at 6%; with 100% employer match about $37,667 at 4% or $25,111 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-6$393,631$18,080$3,013iApproximate average salary by contribution assumption: employee only about $75,333 at 4% or $50,222 at 6%; with 50% employer match about $50,222 at 4% or $33,481 at 6%; with 100% employer match about $37,667 at 4% or $25,111 at 6%.
201316$360,983$15,420$2,570iApproximate average salary by contribution assumption: employee only about $64,250 at 4% or $42,833 at 6%; with 50% employer match about $42,833 at 4% or $28,556 at 6%; with 100% employer match about $32,125 at 4% or $21,417 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-6$360,983$15,420$2,570iApproximate average salary by contribution assumption: employee only about $64,250 at 4% or $42,833 at 6%; with 50% employer match about $42,833 at 4% or $28,556 at 6%; with 100% employer match about $32,125 at 4% or $21,417 at 6%.
201214$304,866$19,350$4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,625 at 6%; with 50% employer match about $80,625 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-4$304,866$19,350$4,838iApproximate average salary by contribution assumption: employee only about $120,938 at 4% or $80,625 at 6%; with 50% employer match about $80,625 at 4% or $53,750 at 6%; with 100% employer match about $60,469 at 4% or $40,313 at 6%.
201114$252,847$20,425$5,106iApproximate average salary by contribution assumption: employee only about $127,656 at 4% or $85,104 at 6%; with 50% employer match about $85,104 at 4% or $56,736 at 6%; with 100% employer match about $63,828 at 4% or $42,552 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-4$252,847$20,425$5,106iApproximate average salary by contribution assumption: employee only about $127,656 at 4% or $85,104 at 6%; with 50% employer match about $85,104 at 4% or $56,736 at 6%; with 100% employer match about $63,828 at 4% or $42,552 at 6%.
201013$232,167$19,460$6,487iApproximate average salary by contribution assumption: employee only about $162,167 at 4% or $108,111 at 6%; with 50% employer match about $108,111 at 4% or $72,074 at 6%; with 100% employer match about $81,083 at 4% or $54,056 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$232,167$19,460$6,487iApproximate average salary by contribution assumption: employee only about $162,167 at 4% or $108,111 at 6%; with 50% employer match about $108,111 at 4% or $72,074 at 6%; with 100% employer match about $81,083 at 4% or $54,056 at 6%.
200913$191,850$17,825$5,942iApproximate average salary by contribution assumption: employee only about $148,542 at 4% or $99,028 at 6%; with 50% employer match about $99,028 at 4% or $66,019 at 6%; with 100% employer match about $74,271 at 4% or $49,514 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$191,850$17,825$5,942iApproximate average salary by contribution assumption: employee only about $148,542 at 4% or $99,028 at 6%; with 50% employer match about $99,028 at 4% or $66,019 at 6%; with 100% employer match about $74,271 at 4% or $49,514 at 6%.
200816$159,971$19,400$3,233iApproximate average salary by contribution assumption: employee only about $80,833 at 4% or $53,889 at 6%; with 50% employer match about $53,889 at 4% or $35,926 at 6%; with 100% employer match about $40,417 at 4% or $26,944 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-6$159,971$19,400$3,233iApproximate average salary by contribution assumption: employee only about $80,833 at 4% or $53,889 at 6%; with 50% employer match about $53,889 at 4% or $35,926 at 6%; with 100% employer match about $40,417 at 4% or $26,944 at 6%.
200714$214,392$19,200$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-4$214,392$19,200$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
200613$179,800$36,400$12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$179,800$36,400$12,133iApproximate average salary by contribution assumption: employee only about $303,333 at 4% or $202,222 at 6%; with 50% employer match about $202,222 at 4% or $134,815 at 6%; with 100% employer match about $151,667 at 4% or $101,111 at 6%.
200514$636,655$65,967$16,492iApproximate average salary by contribution assumption: employee only about $412,294 at 4% or $274,863 at 6%; with 50% employer match about $274,863 at 4% or $183,242 at 6%; with 100% employer match about $206,147 at 4% or $137,431 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-4$636,655$65,967$16,492iApproximate average salary by contribution assumption: employee only about $412,294 at 4% or $274,863 at 6%; with 50% employer match about $274,863 at 4% or $183,242 at 6%; with 100% employer match about $206,147 at 4% or $137,431 at 6%.
200414$549,794$58,414$14,604iApproximate average salary by contribution assumption: employee only about $365,088 at 4% or $243,392 at 6%; with 50% employer match about $243,392 at 4% or $162,261 at 6%; with 100% employer match about $182,544 at 4% or $121,696 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-4$549,794$58,414$14,604iApproximate average salary by contribution assumption: employee only about $365,088 at 4% or $243,392 at 6%; with 50% employer match about $243,392 at 4% or $162,261 at 6%; with 100% employer match about $182,544 at 4% or $121,696 at 6%.
200313$456,971$49,132$16,377iApproximate average salary by contribution assumption: employee only about $409,433 at 4% or $272,956 at 6%; with 50% employer match about $272,956 at 4% or $181,970 at 6%; with 100% employer match about $204,717 at 4% or $136,478 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$456,971$49,132$16,377iApproximate average salary by contribution assumption: employee only about $409,433 at 4% or $272,956 at 6%; with 50% employer match about $272,956 at 4% or $181,970 at 6%; with 100% employer match about $204,717 at 4% or $136,478 at 6%.
200213$230,240$37,395$12,465iApproximate average salary by contribution assumption: employee only about $311,625 at 4% or $207,750 at 6%; with 50% employer match about $207,750 at 4% or $138,500 at 6%; with 100% employer match about $155,813 at 4% or $103,875 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$230,240$37,395$12,465iApproximate average salary by contribution assumption: employee only about $311,625 at 4% or $207,750 at 6%; with 50% employer match about $207,750 at 4% or $138,500 at 6%; with 100% employer match about $155,813 at 4% or $103,875 at 6%.
200113$489,430$30,820$10,273iApproximate average salary by contribution assumption: employee only about $256,833 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$489,430$30,820$10,273iApproximate average salary by contribution assumption: employee only about $256,833 at 4% or $171,222 at 6%; with 50% employer match about $171,222 at 4% or $114,148 at 6%; with 100% employer match about $128,417 at 4% or $85,611 at 6%.
200013$631,836$33,754$11,251iApproximate average salary by contribution assumption: employee only about $281,283 at 4% or $187,522 at 6%; with 50% employer match about $187,522 at 4% or $125,015 at 6%; with 100% employer match about $140,642 at 4% or $93,761 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-3$631,836$33,754$11,251iApproximate average salary by contribution assumption: employee only about $281,283 at 4% or $187,522 at 6%; with 50% employer match about $187,522 at 4% or $125,015 at 6%; with 100% employer match about $140,642 at 4% or $93,761 at 6%.
199912$1,005,085$25,170$12,585iApproximate average salary by contribution assumption: employee only about $314,625 at 4% or $209,750 at 6%; with 50% employer match about $209,750 at 4% or $139,833 at 6%; with 100% employer match about $157,313 at 4% or $104,875 at 6%.
Titus Wealth Management Inc. Salary Deferral Plan-2$1,005,085$25,170$12,585iApproximate average salary by contribution assumption: employee only about $314,625 at 4% or $209,750 at 6%; with 50% employer match about $209,750 at 4% or $139,833 at 6%; with 100% employer match about $157,313 at 4% or $104,875 at 6%.