SHINTANI WEALTH MANAGEMENT SERVICES
Plan context: SHINTANI WEALTH MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN
EIN 99-5106609 • San Clemente, CA • 2 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,322,095
2025 Contributions
$2,182,528
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 5 | $2,322,095 | $2,182,528 | $436,506iApproximate average salary by contribution assumption: employee only about $10,912,640 at 4% or $7,275,093 at 6%; with 50% employer match about $7,275,093 at 4% or $4,850,062 at 6%; with 100% employer match about $5,456,320 at 4% or $3,637,547 at 6%. |
| SHINTANI WEALTH MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN | - | 5 | $2,057,735 | $1,949,998 | $390,000iApproximate average salary by contribution assumption: employee only about $9,749,990 at 4% or $6,499,993 at 6%; with 50% employer match about $6,499,993 at 4% or $4,333,329 at 6%; with 100% employer match about $4,874,995 at 4% or $3,249,997 at 6%. |
| SHINTANI WEALTH MANAGEMENT SERVICES CASH BALANCE PLAN | - | 5 | $264,360 | $232,530 | $46,506iApproximate average salary by contribution assumption: employee only about $1,162,650 at 4% or $775,100 at 6%; with 50% employer match about $775,100 at 4% or $516,733 at 6%; with 100% employer match about $581,325 at 4% or $387,550 at 6%. |