Civic Intelligence

First Wilshire Securities Management Inc

Plan context: First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan

EIN 95-2844956 • Pasadena, CA • 20 filings • 2 plans

1214 East Green StreetSuite 104Pasadena, CA 91106
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$8,463,499

2024 Contributions

$259,945

Historical Graphs

Total Assets Over Time

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

$8,463,499$4,231,750$0200520152024YearValue
$8,463,499Latest year 2024

Participants Over Time

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

23120200520152024YearValue
14Latest 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
2024114$8,463,499$259,945$18,568iApproximate average salary by contribution assumption: employee only about $464,188 at 4% or $309,458 at 6%; with 50% employer match about $309,458 at 4% or $206,306 at 6%; with 100% employer match about $232,094 at 4% or $154,729 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-14$8,463,499$259,945$18,568iApproximate average salary by contribution assumption: employee only about $464,188 at 4% or $309,458 at 6%; with 50% employer match about $309,458 at 4% or $206,306 at 6%; with 100% employer match about $232,094 at 4% or $154,729 at 6%.
2023114$7,094,204$250,254$17,875iApproximate average salary by contribution assumption: employee only about $446,882 at 4% or $297,921 at 6%; with 50% employer match about $297,921 at 4% or $198,614 at 6%; with 100% employer match about $223,441 at 4% or $148,961 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-14$7,094,204$250,254$17,875iApproximate average salary by contribution assumption: employee only about $446,882 at 4% or $297,921 at 6%; with 50% employer match about $297,921 at 4% or $198,614 at 6%; with 100% employer match about $223,441 at 4% or $148,961 at 6%.
2022115$6,071,456$255,829$17,055iApproximate average salary by contribution assumption: employee only about $426,382 at 4% or $284,254 at 6%; with 50% employer match about $284,254 at 4% or $189,503 at 6%; with 100% employer match about $213,191 at 4% or $142,127 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-15$6,071,456$255,829$17,055iApproximate average salary by contribution assumption: employee only about $426,382 at 4% or $284,254 at 6%; with 50% employer match about $284,254 at 4% or $189,503 at 6%; with 100% employer match about $213,191 at 4% or $142,127 at 6%.
2021117$7,629,329$183,240$10,779iApproximate average salary by contribution assumption: employee only about $269,471 at 4% or $179,647 at 6%; with 50% employer match about $179,647 at 4% or $119,765 at 6%; with 100% employer match about $134,735 at 4% or $89,824 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-17$7,629,329$183,240$10,779iApproximate average salary by contribution assumption: employee only about $269,471 at 4% or $179,647 at 6%; with 50% employer match about $179,647 at 4% or $119,765 at 6%; with 100% employer match about $134,735 at 4% or $89,824 at 6%.
2020117$6,683,545$244,286$14,370iApproximate average salary by contribution assumption: employee only about $359,244 at 4% or $239,496 at 6%; with 50% employer match about $239,496 at 4% or $159,664 at 6%; with 100% employer match about $179,622 at 4% or $119,748 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-17$6,683,545$244,286$14,370iApproximate average salary by contribution assumption: employee only about $359,244 at 4% or $239,496 at 6%; with 50% employer match about $239,496 at 4% or $159,664 at 6%; with 100% employer match about $179,622 at 4% or $119,748 at 6%.
2019120$6,135,844$317,075$15,854iApproximate average salary by contribution assumption: employee only about $396,344 at 4% or $264,229 at 6%; with 50% employer match about $264,229 at 4% or $176,153 at 6%; with 100% employer match about $198,172 at 4% or $132,115 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-20$6,135,844$317,075$15,854iApproximate average salary by contribution assumption: employee only about $396,344 at 4% or $264,229 at 6%; with 50% employer match about $264,229 at 4% or $176,153 at 6%; with 100% employer match about $198,172 at 4% or $132,115 at 6%.
2018121$4,779,304$418,265$19,917iApproximate average salary by contribution assumption: employee only about $497,935 at 4% or $331,956 at 6%; with 50% employer match about $331,956 at 4% or $221,304 at 6%; with 100% employer match about $248,967 at 4% or $165,978 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-21$4,779,304$418,265$19,917iApproximate average salary by contribution assumption: employee only about $497,935 at 4% or $331,956 at 6%; with 50% employer match about $331,956 at 4% or $221,304 at 6%; with 100% employer match about $248,967 at 4% or $165,978 at 6%.
2017123$5,028,268$272,713$11,857iApproximate average salary by contribution assumption: employee only about $296,427 at 4% or $197,618 at 6%; with 50% employer match about $197,618 at 4% or $131,745 at 6%; with 100% employer match about $148,214 at 4% or $98,809 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-23$5,028,268$272,713$11,857iApproximate average salary by contribution assumption: employee only about $296,427 at 4% or $197,618 at 6%; with 50% employer match about $197,618 at 4% or $131,745 at 6%; with 100% employer match about $148,214 at 4% or $98,809 at 6%.
2016118$3,892,448$298,192$16,566iApproximate average salary by contribution assumption: employee only about $414,156 at 4% or $276,104 at 6%; with 50% employer match about $276,104 at 4% or $184,069 at 6%; with 100% employer match about $207,078 at 4% or $138,052 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-18$3,892,448$298,192$16,566iApproximate average salary by contribution assumption: employee only about $414,156 at 4% or $276,104 at 6%; with 50% employer match about $276,104 at 4% or $184,069 at 6%; with 100% employer match about $207,078 at 4% or $138,052 at 6%.
2015119$3,819,053$308,805$16,253iApproximate average salary by contribution assumption: employee only about $406,322 at 4% or $270,882 at 6%; with 50% employer match about $270,882 at 4% or $180,588 at 6%; with 100% employer match about $203,161 at 4% or $135,441 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-19$3,819,053$308,805$16,253iApproximate average salary by contribution assumption: employee only about $406,322 at 4% or $270,882 at 6%; with 50% employer match about $270,882 at 4% or $180,588 at 6%; with 100% employer match about $203,161 at 4% or $135,441 at 6%.
2014119$3,619,798$344,133$18,112iApproximate average salary by contribution assumption: employee only about $452,807 at 4% or $301,871 at 6%; with 50% employer match about $301,871 at 4% or $201,247 at 6%; with 100% employer match about $226,403 at 4% or $150,936 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-19$3,619,798$344,133$18,112iApproximate average salary by contribution assumption: employee only about $452,807 at 4% or $301,871 at 6%; with 50% employer match about $301,871 at 4% or $201,247 at 6%; with 100% employer match about $226,403 at 4% or $150,936 at 6%.
2013119$3,165,740$315,191$16,589iApproximate average salary by contribution assumption: employee only about $414,725 at 4% or $276,483 at 6%; with 50% employer match about $276,483 at 4% or $184,322 at 6%; with 100% employer match about $207,363 at 4% or $138,242 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-19$3,165,740$315,191$16,589iApproximate average salary by contribution assumption: employee only about $414,725 at 4% or $276,483 at 6%; with 50% employer match about $276,483 at 4% or $184,322 at 6%; with 100% employer match about $207,363 at 4% or $138,242 at 6%.
2012117$2,571,290$289,769$17,045iApproximate average salary by contribution assumption: employee only about $426,131 at 4% or $284,087 at 6%; with 50% employer match about $284,087 at 4% or $189,392 at 6%; with 100% employer match about $213,065 at 4% or $142,044 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-17$2,571,290$289,769$17,045iApproximate average salary by contribution assumption: employee only about $426,131 at 4% or $284,087 at 6%; with 50% employer match about $284,087 at 4% or $189,392 at 6%; with 100% employer match about $213,065 at 4% or $142,044 at 6%.
2011117$2,031,333$301,747$17,750iApproximate average salary by contribution assumption: employee only about $443,746 at 4% or $295,830 at 6%; with 50% employer match about $295,830 at 4% or $197,220 at 6%; with 100% employer match about $221,873 at 4% or $147,915 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-17$2,031,333$301,747$17,750iApproximate average salary by contribution assumption: employee only about $443,746 at 4% or $295,830 at 6%; with 50% employer match about $295,830 at 4% or $197,220 at 6%; with 100% employer match about $221,873 at 4% or $147,915 at 6%.
2010118$1,969,580$297,608$16,534iApproximate average salary by contribution assumption: employee only about $413,344 at 4% or $275,563 at 6%; with 50% employer match about $275,563 at 4% or $183,709 at 6%; with 100% employer match about $206,672 at 4% or $137,781 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-18$1,969,580$297,608$16,534iApproximate average salary by contribution assumption: employee only about $413,344 at 4% or $275,563 at 6%; with 50% employer match about $275,563 at 4% or $183,709 at 6%; with 100% employer match about $206,672 at 4% or $137,781 at 6%.
2009115$1,446,962$195,333$13,022iApproximate average salary by contribution assumption: employee only about $325,555 at 4% or $217,037 at 6%; with 50% employer match about $217,037 at 4% or $144,691 at 6%; with 100% employer match about $162,778 at 4% or $108,518 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-15$1,446,962$195,333$13,022iApproximate average salary by contribution assumption: employee only about $325,555 at 4% or $217,037 at 6%; with 50% employer match about $217,037 at 4% or $144,691 at 6%; with 100% employer match about $162,778 at 4% or $108,518 at 6%.
2008116$924,641$299,033$18,690iApproximate average salary by contribution assumption: employee only about $467,239 at 4% or $311,493 at 6%; with 50% employer match about $311,493 at 4% or $207,662 at 6%; with 100% employer match about $233,620 at 4% or $155,746 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-16$924,641$299,033$18,690iApproximate average salary by contribution assumption: employee only about $467,239 at 4% or $311,493 at 6%; with 50% employer match about $311,493 at 4% or $207,662 at 6%; with 100% employer match about $233,620 at 4% or $155,746 at 6%.
2007115$0$0-
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-15---
2006116$561,020$276,347$17,272iApproximate average salary by contribution assumption: employee only about $431,792 at 4% or $287,861 at 6%; with 50% employer match about $287,861 at 4% or $191,908 at 6%; with 100% employer match about $215,896 at 4% or $143,931 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-16$561,020$276,347$17,272iApproximate average salary by contribution assumption: employee only about $431,792 at 4% or $287,861 at 6%; with 50% employer match about $287,861 at 4% or $191,908 at 6%; with 100% employer match about $215,896 at 4% or $143,931 at 6%.
2005114$237,047$233,801$16,700iApproximate average salary by contribution assumption: employee only about $417,502 at 4% or $278,335 at 6%; with 50% employer match about $278,335 at 4% or $185,556 at 6%; with 100% employer match about $208,751 at 4% or $139,167 at 6%.
First Wilshire Securities Management Inc. 401(K) and Profit Sharing Plan-14$237,047$233,801$16,700iApproximate average salary by contribution assumption: employee only about $417,502 at 4% or $278,335 at 6%; with 50% employer match about $278,335 at 4% or $185,556 at 6%; with 100% employer match about $208,751 at 4% or $139,167 at 6%.