Civic Intelligence

Mutual Securities Inc.

Plan context: Mutual Securities Inc. 401(K) Plan

EIN 95-3703162 • Camarillo, CA • 18 filings • 3 plans

807-a Camarillo Springs RoadCamarillo, CA 93012
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$7,244,581

2024 Contributions

$997,873

Historical Graphs

Total Assets Over Time

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

$7,244,581$3,622,291$0200720162024YearValue
$7,244,581Latest year 2024

Participants Over Time

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

64320200720162024YearValue
64Latest 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
2024164$7,244,581$997,873$15,592iApproximate average salary by contribution assumption: employee only about $389,794 at 4% or $259,863 at 6%; with 50% employer match about $259,863 at 4% or $173,242 at 6%; with 100% employer match about $194,897 at 4% or $129,931 at 6%.
Mutual Securities Inc. 401(K) Plan-64$7,244,581$997,873$15,592iApproximate average salary by contribution assumption: employee only about $389,794 at 4% or $259,863 at 6%; with 50% employer match about $259,863 at 4% or $173,242 at 6%; with 100% employer match about $194,897 at 4% or $129,931 at 6%.
2023163$5,902,558$781,938$12,412iApproximate average salary by contribution assumption: employee only about $310,293 at 4% or $206,862 at 6%; with 50% employer match about $206,862 at 4% or $137,908 at 6%; with 100% employer match about $155,146 at 4% or $103,431 at 6%.
Mutual Securities Inc. 401(K) Plan-63$5,902,558$781,938$12,412iApproximate average salary by contribution assumption: employee only about $310,293 at 4% or $206,862 at 6%; with 50% employer match about $206,862 at 4% or $137,908 at 6%; with 100% employer match about $155,146 at 4% or $103,431 at 6%.
2022153$4,791,189$502,413$9,479iApproximate average salary by contribution assumption: employee only about $236,987 at 4% or $157,992 at 6%; with 50% employer match about $157,992 at 4% or $105,328 at 6%; with 100% employer match about $118,494 at 4% or $78,996 at 6%.
Mutual Securities Inc. 401(K) Plan-53$4,791,189$502,413$9,479iApproximate average salary by contribution assumption: employee only about $236,987 at 4% or $157,992 at 6%; with 50% employer match about $157,992 at 4% or $105,328 at 6%; with 100% employer match about $118,494 at 4% or $78,996 at 6%.
2021146$5,036,306$647,577$14,078iApproximate average salary by contribution assumption: employee only about $351,944 at 4% or $234,629 at 6%; with 50% employer match about $234,629 at 4% or $156,420 at 6%; with 100% employer match about $175,972 at 4% or $117,315 at 6%.
Mutual Securities Inc. 401(K) Plan-46$5,036,306$647,577$14,078iApproximate average salary by contribution assumption: employee only about $351,944 at 4% or $234,629 at 6%; with 50% employer match about $234,629 at 4% or $156,420 at 6%; with 100% employer match about $175,972 at 4% or $117,315 at 6%.
2020140$3,944,899$319,885$7,997iApproximate average salary by contribution assumption: employee only about $199,928 at 4% or $133,285 at 6%; with 50% employer match about $133,285 at 4% or $88,857 at 6%; with 100% employer match about $99,964 at 4% or $66,643 at 6%.
Mutual Securities Inc. 401(K) Plan-40$3,944,899$319,885$7,997iApproximate average salary by contribution assumption: employee only about $199,928 at 4% or $133,285 at 6%; with 50% employer match about $133,285 at 4% or $88,857 at 6%; with 100% employer match about $99,964 at 4% or $66,643 at 6%.
2019131$3,278,969$270,933$8,740iApproximate average salary by contribution assumption: employee only about $218,494 at 4% or $145,663 at 6%; with 50% employer match about $145,663 at 4% or $97,109 at 6%; with 100% employer match about $109,247 at 4% or $72,831 at 6%.
Mutual Securities Inc. 401(K) Plan-31$3,278,969$270,933$8,740iApproximate average salary by contribution assumption: employee only about $218,494 at 4% or $145,663 at 6%; with 50% employer match about $145,663 at 4% or $97,109 at 6%; with 100% employer match about $109,247 at 4% or $72,831 at 6%.
2018129$2,750,841$1,303,186$44,937iApproximate average salary by contribution assumption: employee only about $1,123,436 at 4% or $748,957 at 6%; with 50% employer match about $748,957 at 4% or $499,305 at 6%; with 100% employer match about $561,718 at 4% or $374,479 at 6%.
Mutual Securities Inc. 401(K) Plan-29$2,750,841$1,303,186$44,937iApproximate average salary by contribution assumption: employee only about $1,123,436 at 4% or $748,957 at 6%; with 50% employer match about $748,957 at 4% or $499,305 at 6%; with 100% employer match about $561,718 at 4% or $374,479 at 6%.
2017122$1,552,564$194,952$8,861iApproximate average salary by contribution assumption: employee only about $221,536 at 4% or $147,691 at 6%; with 50% employer match about $147,691 at 4% or $98,461 at 6%; with 100% employer match about $110,768 at 4% or $73,845 at 6%.
Mutual Securities Inc. 401(K) Plan-22$1,552,564$194,952$8,861iApproximate average salary by contribution assumption: employee only about $221,536 at 4% or $147,691 at 6%; with 50% employer match about $147,691 at 4% or $98,461 at 6%; with 100% employer match about $110,768 at 4% or $73,845 at 6%.
2016124$1,579,722$150,209$6,259iApproximate average salary by contribution assumption: employee only about $156,468 at 4% or $104,312 at 6%; with 50% employer match about $104,312 at 4% or $69,541 at 6%; with 100% employer match about $78,234 at 4% or $52,156 at 6%.
Mutual Securities Inc. 401(K) Plan-24$1,579,722$150,209$6,259iApproximate average salary by contribution assumption: employee only about $156,468 at 4% or $104,312 at 6%; with 50% employer match about $104,312 at 4% or $69,541 at 6%; with 100% employer match about $78,234 at 4% or $52,156 at 6%.
2015122$2,177,876$397,354$18,062iApproximate average salary by contribution assumption: employee only about $451,539 at 4% or $301,026 at 6%; with 50% employer match about $301,026 at 4% or $200,684 at 6%; with 100% employer match about $225,769 at 4% or $150,513 at 6%.
Mutual Securities Inc. 401(K) Plan-22$2,177,876$397,354$18,062iApproximate average salary by contribution assumption: employee only about $451,539 at 4% or $301,026 at 6%; with 50% employer match about $301,026 at 4% or $200,684 at 6%; with 100% employer match about $225,769 at 4% or $150,513 at 6%.
2014120$1,821,233$179,733$8,987iApproximate average salary by contribution assumption: employee only about $224,666 at 4% or $149,778 at 6%; with 50% employer match about $149,778 at 4% or $99,852 at 6%; with 100% employer match about $112,333 at 4% or $74,889 at 6%.
Mutual Securities Inc. 401(K) Plan-20$1,821,233$179,733$8,987iApproximate average salary by contribution assumption: employee only about $224,666 at 4% or $149,778 at 6%; with 50% employer match about $149,778 at 4% or $99,852 at 6%; with 100% employer match about $112,333 at 4% or $74,889 at 6%.
2013118$1,576,462$172,938$9,608iApproximate average salary by contribution assumption: employee only about $240,192 at 4% or $160,128 at 6%; with 50% employer match about $160,128 at 4% or $106,752 at 6%; with 100% employer match about $120,096 at 4% or $80,064 at 6%.
Mutual Securities Inc. 401(K) Plan-18$1,576,462$172,938$9,608iApproximate average salary by contribution assumption: employee only about $240,192 at 4% or $160,128 at 6%; with 50% employer match about $160,128 at 4% or $106,752 at 6%; with 100% employer match about $120,096 at 4% or $80,064 at 6%.
2012115$1,351,894$171,981$11,465iApproximate average salary by contribution assumption: employee only about $286,635 at 4% or $191,090 at 6%; with 50% employer match about $191,090 at 4% or $127,393 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%.
Mutual Securities Inc. 401(K) Plan-15$1,351,894$171,981$11,465iApproximate average salary by contribution assumption: employee only about $286,635 at 4% or $191,090 at 6%; with 50% employer match about $191,090 at 4% or $127,393 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%.
2011113$1,100,023$255,517$19,655iApproximate average salary by contribution assumption: employee only about $491,379 at 4% or $327,586 at 6%; with 50% employer match about $327,586 at 4% or $218,391 at 6%; with 100% employer match about $245,689 at 4% or $163,793 at 6%.
Mutual Securities Inc. 401(K) Plan-13$1,100,023$255,517$19,655iApproximate average salary by contribution assumption: employee only about $491,379 at 4% or $327,586 at 6%; with 50% employer match about $327,586 at 4% or $218,391 at 6%; with 100% employer match about $245,689 at 4% or $163,793 at 6%.
2010110$816,524$220,032$22,003iApproximate average salary by contribution assumption: employee only about $550,080 at 4% or $366,720 at 6%; with 50% employer match about $366,720 at 4% or $244,480 at 6%; with 100% employer match about $275,040 at 4% or $183,360 at 6%.
Mutual Securities Inc. 401(K) Plan-10$816,524$220,032$22,003iApproximate average salary by contribution assumption: employee only about $550,080 at 4% or $366,720 at 6%; with 50% employer match about $366,720 at 4% or $244,480 at 6%; with 100% employer match about $275,040 at 4% or $183,360 at 6%.
2009110$568,950$192,579$19,258iApproximate average salary by contribution assumption: employee only about $481,448 at 4% or $320,965 at 6%; with 50% employer match about $320,965 at 4% or $213,977 at 6%; with 100% employer match about $240,724 at 4% or $160,483 at 6%.
Mutual Securities Inc. 401(K) Plan-10$568,950$192,579$19,258iApproximate average salary by contribution assumption: employee only about $481,448 at 4% or $320,965 at 6%; with 50% employer match about $320,965 at 4% or $213,977 at 6%; with 100% employer match about $240,724 at 4% or $160,483 at 6%.
200818$334,518$165,602$20,700iApproximate average salary by contribution assumption: employee only about $517,506 at 4% or $345,004 at 6%; with 50% employer match about $345,004 at 4% or $230,003 at 6%; with 100% employer match about $258,753 at 4% or $172,502 at 6%.
Mutual Securities Inc. 401(K) Plan-8$334,518$165,602$20,700iApproximate average salary by contribution assumption: employee only about $517,506 at 4% or $345,004 at 6%; with 50% employer match about $345,004 at 4% or $230,003 at 6%; with 100% employer match about $258,753 at 4% or $172,502 at 6%.
200719$226,642$158,290$17,588iApproximate average salary by contribution assumption: employee only about $439,694 at 4% or $293,130 at 6%; with 50% employer match about $293,130 at 4% or $195,420 at 6%; with 100% employer match about $219,847 at 4% or $146,565 at 6%.
Mutual Securities Inc. 401(K) Plan-9$226,642$158,290$17,588iApproximate average salary by contribution assumption: employee only about $439,694 at 4% or $293,130 at 6%; with 50% employer match about $293,130 at 4% or $195,420 at 6%; with 100% employer match about $219,847 at 4% or $146,565 at 6%.