Civic Intelligence

Sunwest Bank

Plan context: Sunwest Bank 401K Profit Sharing Plan

EIN 95-2630202 • Irvine, CA • 42 filings • 3 plans

2050 Main Street Suite 300Irvine, CA 92614
Current Snapshot

Latest Year

2024

2024 Participants

312

2024 Assets

$22,903,632

2024 Contributions

$5,418,761

Historical Graphs

Total Assets Over Time

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

$22,903,632$11,451,816$0199920142024YearValue
$22,903,632Latest year 2024

Participants Over Time

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

3121560199920122024YearValue
312Latest year 2024

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
20242312$22,903,632$5,418,761$17,368iApproximate average salary by contribution assumption: employee only about $434,196 at 4% or $289,464 at 6%; with 50% employer match about $289,464 at 4% or $192,976 at 6%; with 100% employer match about $217,098 at 4% or $144,732 at 6%.
Sunwest Bank 401K Profit Sharing Plan-273$22,903,632$5,418,761$19,849iApproximate average salary by contribution assumption: employee only about $496,224 at 4% or $330,816 at 6%; with 50% employer match about $330,816 at 4% or $220,544 at 6%; with 100% employer match about $248,112 at 4% or $165,408 at 6%.
Sunwest Bank Health and Welfare Plan-312---
20232293$17,925,411$4,050,215$13,823iApproximate average salary by contribution assumption: employee only about $345,581 at 4% or $230,388 at 6%; with 50% employer match about $230,388 at 4% or $153,592 at 6%; with 100% employer match about $172,791 at 4% or $115,194 at 6%.
Sunwest Bank 401K Profit Sharing Plan-262$17,925,411$4,050,215$15,459iApproximate average salary by contribution assumption: employee only about $386,471 at 4% or $257,647 at 6%; with 50% employer match about $257,647 at 4% or $171,765 at 6%; with 100% employer match about $193,235 at 4% or $128,824 at 6%.
Sunwest Bank Health and Welfare Plan-293---
20222260$13,828,023$3,298,138$12,685iApproximate average salary by contribution assumption: employee only about $317,129 at 4% or $211,419 at 6%; with 50% employer match about $211,419 at 4% or $140,946 at 6%; with 100% employer match about $158,564 at 4% or $105,710 at 6%.
Sunwest Bank 401K Profit Sharing Plan-225$13,828,023$3,298,138$14,658iApproximate average salary by contribution assumption: employee only about $366,460 at 4% or $244,307 at 6%; with 50% employer match about $244,307 at 4% or $162,871 at 6%; with 100% employer match about $183,230 at 4% or $122,153 at 6%.
Sunwest Bank Health and Welfare Plan-260---
20212216$13,961,409$2,527,357$11,701iApproximate average salary by contribution assumption: employee only about $292,518 at 4% or $195,012 at 6%; with 50% employer match about $195,012 at 4% or $130,008 at 6%; with 100% employer match about $146,259 at 4% or $97,506 at 6%.
Sunwest Bank 401K Profit Sharing Plan-187$13,961,409$2,527,357$13,515iApproximate average salary by contribution assumption: employee only about $337,882 at 4% or $225,255 at 6%; with 50% employer match about $225,255 at 4% or $150,170 at 6%; with 100% employer match about $168,941 at 4% or $112,627 at 6%.
Sunwest Bank Health and Welfare Plan-216---
20202214$11,194,520$2,473,267$11,557iApproximate average salary by contribution assumption: employee only about $288,933 at 4% or $192,622 at 6%; with 50% employer match about $192,622 at 4% or $128,415 at 6%; with 100% employer match about $144,467 at 4% or $96,311 at 6%.
Sunwest Bank 401K Profit Sharing Plan-175$11,194,520$2,473,267$14,133iApproximate average salary by contribution assumption: employee only about $353,324 at 4% or $235,549 at 6%; with 50% employer match about $235,549 at 4% or $157,033 at 6%; with 100% employer match about $176,662 at 4% or $117,775 at 6%.
Sunwest Bank Health and Welfare Plan-214---
20192198$9,118,716$1,763,521$8,907iApproximate average salary by contribution assumption: employee only about $222,667 at 4% or $148,445 at 6%; with 50% employer match about $148,445 at 4% or $98,963 at 6%; with 100% employer match about $111,333 at 4% or $74,222 at 6%.
Sunwest Bank 401K Profit Sharing Plan-173$9,118,716$1,763,521$10,194iApproximate average salary by contribution assumption: employee only about $254,844 at 4% or $169,896 at 6%; with 50% employer match about $169,896 at 4% or $113,264 at 6%; with 100% employer match about $127,422 at 4% or $84,948 at 6%.
Sunwest Bank Health and Welfare Plan-198---
20182158$7,704,640$1,559,623$9,871iApproximate average salary by contribution assumption: employee only about $246,776 at 4% or $164,517 at 6%; with 50% employer match about $164,517 at 4% or $109,678 at 6%; with 100% employer match about $123,388 at 4% or $82,259 at 6%.
Sunwest Bank 401K Profit Sharing Plan-158$7,704,640$1,559,623$9,871iApproximate average salary by contribution assumption: employee only about $246,776 at 4% or $164,517 at 6%; with 50% employer match about $164,517 at 4% or $109,678 at 6%; with 100% employer match about $123,388 at 4% or $82,259 at 6%.
Sunwest Bank Health and Welfare Plan-154---
20172196$7,650,437$1,193,862$6,091iApproximate average salary by contribution assumption: employee only about $152,278 at 4% or $101,519 at 6%; with 50% employer match about $101,519 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%.
Sunwest Bank 401K Profit Sharing Plan-137$7,650,437$1,193,862$8,714iApproximate average salary by contribution assumption: employee only about $217,858 at 4% or $145,239 at 6%; with 50% employer match about $145,239 at 4% or $96,826 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
Sunwest Bank Health and Welfare Plan-196---
20162161$6,315,671$1,138,641$7,072iApproximate average salary by contribution assumption: employee only about $176,808 at 4% or $117,872 at 6%; with 50% employer match about $117,872 at 4% or $78,581 at 6%; with 100% employer match about $88,404 at 4% or $58,936 at 6%.
Sunwest Bank 401K Profit Sharing Plan-134$6,315,671$1,138,641$8,497iApproximate average salary by contribution assumption: employee only about $212,433 at 4% or $141,622 at 6%; with 50% employer match about $141,622 at 4% or $94,415 at 6%; with 100% employer match about $106,217 at 4% or $70,811 at 6%.
Sunwest Bank Health and Welfare Plan-161---
20152180$6,841,585$1,368,400$7,602iApproximate average salary by contribution assumption: employee only about $190,056 at 4% or $126,704 at 6%; with 50% employer match about $126,704 at 4% or $84,469 at 6%; with 100% employer match about $95,028 at 4% or $63,352 at 6%.
Sunwest Bank 401K Profit Sharing Plan-146$6,841,585$1,368,400$9,373iApproximate average salary by contribution assumption: employee only about $234,315 at 4% or $156,210 at 6%; with 50% employer match about $156,210 at 4% or $104,140 at 6%; with 100% employer match about $117,158 at 4% or $78,105 at 6%.
Sunwest Bank Health and Welfare Plan-180---
20142176$7,300,628$1,387,343$7,883iApproximate average salary by contribution assumption: employee only about $197,066 at 4% or $131,377 at 6%; with 50% employer match about $131,377 at 4% or $87,585 at 6%; with 100% employer match about $98,533 at 4% or $65,689 at 6%.
Sunwest Bank 401K Profit Sharing Plan-164$7,300,628$1,387,343$8,459iApproximate average salary by contribution assumption: employee only about $211,485 at 4% or $140,990 at 6%; with 50% employer match about $140,990 at 4% or $93,993 at 6%; with 100% employer match about $105,743 at 4% or $70,495 at 6%.
Sunwest Bank Health and Welfare Plan-176---
20132176$7,179,040$1,062,283$6,036iApproximate average salary by contribution assumption: employee only about $150,892 at 4% or $100,595 at 6%; with 50% employer match about $100,595 at 4% or $67,063 at 6%; with 100% employer match about $75,446 at 4% or $50,297 at 6%.
Sunwest Bank 401K Profit Sharing Plan-132$7,179,040$1,062,283$8,048iApproximate average salary by contribution assumption: employee only about $201,190 at 4% or $134,127 at 6%; with 50% employer match about $134,127 at 4% or $89,418 at 6%; with 100% employer match about $100,595 at 4% or $67,063 at 6%.
Sunwest Bank Health and Welfare Plan-176---
20122136$5,962,189$1,000,362$7,356iApproximate average salary by contribution assumption: employee only about $183,890 at 4% or $122,593 at 6%; with 50% employer match about $122,593 at 4% or $81,729 at 6%; with 100% employer match about $91,945 at 4% or $61,297 at 6%.
Sunwest Bank 401K Profit Sharing Plan-128$5,962,189$1,000,362$7,815iApproximate average salary by contribution assumption: employee only about $195,383 at 4% or $130,255 at 6%; with 50% employer match about $130,255 at 4% or $86,837 at 6%; with 100% employer match about $97,692 at 4% or $65,128 at 6%.
Sunwest Bank Health and Welfare Plan-136---
20112170$5,342,731$1,423,385$8,373iApproximate average salary by contribution assumption: employee only about $209,321 at 4% or $139,548 at 6%; with 50% employer match about $139,548 at 4% or $93,032 at 6%; with 100% employer match about $104,661 at 4% or $69,774 at 6%.
Sunwest Bank 401K Profit Sharing Plan-133$5,342,731$1,423,385$10,702iApproximate average salary by contribution assumption: employee only about $267,554 at 4% or $178,369 at 6%; with 50% employer match about $178,369 at 4% or $118,913 at 6%; with 100% employer match about $133,777 at 4% or $89,185 at 6%.
Sunwest Bank Health and Welfare Plan-170---
20102161$4,200,981$1,186,113$7,367iApproximate average salary by contribution assumption: employee only about $184,179 at 4% or $122,786 at 6%; with 50% employer match about $122,786 at 4% or $81,857 at 6%; with 100% employer match about $92,090 at 4% or $61,393 at 6%.
Sunwest Bank 401K Profit Sharing Plan-161$4,200,981$1,186,113$7,367iApproximate average salary by contribution assumption: employee only about $184,179 at 4% or $122,786 at 6%; with 50% employer match about $122,786 at 4% or $81,857 at 6%; with 100% employer match about $92,090 at 4% or $61,393 at 6%.
Sunwest Bank Health and Welfare Plan-139---
20092193$2,737,743$816,813$4,232iApproximate average salary by contribution assumption: employee only about $105,805 at 4% or $70,537 at 6%; with 50% employer match about $70,537 at 4% or $47,024 at 6%; with 100% employer match about $52,902 at 4% or $35,268 at 6%.
Sunwest Bank 401K Profit Sharing Plan-109$2,737,743$816,813$7,494iApproximate average salary by contribution assumption: employee only about $187,342 at 4% or $124,895 at 6%; with 50% employer match about $124,895 at 4% or $83,263 at 6%; with 100% employer match about $93,671 at 4% or $62,447 at 6%.
Sunwest Bank Health and Welfare Plan-193---
2008162$0$0-
Sunwest Bank 401K Profit Sharing Plan-62---
2007159$0$0-
Sunwest Bank 401K Profit Sharing Plan-59---
2006164$2,661,645$525,981$8,218iApproximate average salary by contribution assumption: employee only about $205,461 at 4% or $136,974 at 6%; with 50% employer match about $136,974 at 4% or $91,316 at 6%; with 100% employer match about $102,731 at 4% or $68,487 at 6%.
Sunwest Bank 401K Profit Sharing Plan-64$2,661,645$525,981$8,218iApproximate average salary by contribution assumption: employee only about $205,461 at 4% or $136,974 at 6%; with 50% employer match about $136,974 at 4% or $91,316 at 6%; with 100% employer match about $102,731 at 4% or $68,487 at 6%.
2005153$2,664,657$345,907$6,527iApproximate average salary by contribution assumption: employee only about $163,164 at 4% or $108,776 at 6%; with 50% employer match about $108,776 at 4% or $72,517 at 6%; with 100% employer match about $81,582 at 4% or $54,388 at 6%.
Sunwest Bank 401K Profit Sharing Plan-53$2,664,657$345,907$6,527iApproximate average salary by contribution assumption: employee only about $163,164 at 4% or $108,776 at 6%; with 50% employer match about $108,776 at 4% or $72,517 at 6%; with 100% employer match about $81,582 at 4% or $54,388 at 6%.
2004162$2,501,962$542,367$8,748iApproximate average salary by contribution assumption: employee only about $218,696 at 4% or $145,798 at 6%; with 50% employer match about $145,798 at 4% or $97,198 at 6%; with 100% employer match about $109,348 at 4% or $72,899 at 6%.
Sunwest Bank 401K Profit Sharing Plan-62$2,501,962$542,367$8,748iApproximate average salary by contribution assumption: employee only about $218,696 at 4% or $145,798 at 6%; with 50% employer match about $145,798 at 4% or $97,198 at 6%; with 100% employer match about $109,348 at 4% or $72,899 at 6%.
2003157$2,104,095$302,930$5,315iApproximate average salary by contribution assumption: employee only about $132,864 at 4% or $88,576 at 6%; with 50% employer match about $88,576 at 4% or $59,051 at 6%; with 100% employer match about $66,432 at 4% or $44,288 at 6%.
Sunwest Bank 401K Profit Sharing Plan-57$2,104,095$302,930$5,315iApproximate average salary by contribution assumption: employee only about $132,864 at 4% or $88,576 at 6%; with 50% employer match about $88,576 at 4% or $59,051 at 6%; with 100% employer match about $66,432 at 4% or $44,288 at 6%.
2002163$1,820,263$328,237$5,210iApproximate average salary by contribution assumption: employee only about $130,253 at 4% or $86,835 at 6%; with 50% employer match about $86,835 at 4% or $57,890 at 6%; with 100% employer match about $65,126 at 4% or $43,418 at 6%.
Sunwest Bank 401K Profit Sharing Plan-63$1,820,263$328,237$5,210iApproximate average salary by contribution assumption: employee only about $130,253 at 4% or $86,835 at 6%; with 50% employer match about $86,835 at 4% or $57,890 at 6%; with 100% employer match about $65,126 at 4% or $43,418 at 6%.
2001168$0$0-
Sunwest Bank 401K Profit Sharing Plan-68---
2000152$0$0-
Sunwest Bank 401K Profit Sharing Plan-52---
1999155$2,473,261$285,083$5,183iApproximate average salary by contribution assumption: employee only about $129,583 at 4% or $86,389 at 6%; with 50% employer match about $86,389 at 4% or $57,593 at 6%; with 100% employer match about $64,792 at 4% or $43,194 at 6%.
Sunwest Bank 401K Profit Sharing Plan-55$2,473,261$285,083$5,183iApproximate average salary by contribution assumption: employee only about $129,583 at 4% or $86,389 at 6%; with 50% employer match about $86,389 at 4% or $57,593 at 6%; with 100% employer match about $64,792 at 4% or $43,194 at 6%.