Civic Intelligence

Celia Welch Consulting Inc.

Plan context: Celia Welch Consulting Inc. 401(K) Profit Sharing Plan

EIN 04-3664094 • Saint Helena, CA • 4 filings • 2 plans

2661 Chablis CourtSaint Helena, CA 94574
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,277,016

2025 Contributions

$98,897

Historical Graphs

Total Assets Over Time

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

$1,277,016$638,508$0202320242025YearValue
$1,277,016Latest year 2025

Participants Over Time

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

320202320242025YearValue
2Latest year 2025

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
202512$1,277,016$98,897$49,449iApproximate average salary by contribution assumption: employee only about $1,236,213 at 4% or $824,142 at 6%; with 50% employer match about $824,142 at 4% or $549,428 at 6%; with 100% employer match about $618,106 at 4% or $412,071 at 6%.
Celia Welch Consulting Inc. 401(K) Profit Sharing Plan-2$1,277,016$98,897$49,449iApproximate average salary by contribution assumption: employee only about $1,236,213 at 4% or $824,142 at 6%; with 50% employer match about $824,142 at 4% or $549,428 at 6%; with 100% employer match about $618,106 at 4% or $412,071 at 6%.
202413$1,073,584$114,560$38,187iApproximate average salary by contribution assumption: employee only about $954,667 at 4% or $636,444 at 6%; with 50% employer match about $636,444 at 4% or $424,296 at 6%; with 100% employer match about $477,333 at 4% or $318,222 at 6%.
Celia Welch Consulting Inc. 401(K) Profit Sharing Plan-3$1,073,584$114,560$38,187iApproximate average salary by contribution assumption: employee only about $954,667 at 4% or $636,444 at 6%; with 50% employer match about $636,444 at 4% or $424,296 at 6%; with 100% employer match about $477,333 at 4% or $318,222 at 6%.
202322$885,347$79,334$39,667iApproximate average salary by contribution assumption: employee only about $991,675 at 4% or $661,117 at 6%; with 50% employer match about $661,117 at 4% or $440,744 at 6%; with 100% employer match about $495,838 at 4% or $330,558 at 6%.
Celia Welch Consulting Inc. 401(K) Profit Sharing Plan-2$885,347$79,334$39,667iApproximate average salary by contribution assumption: employee only about $991,675 at 4% or $661,117 at 6%; with 50% employer match about $661,117 at 4% or $440,744 at 6%; with 100% employer match about $495,838 at 4% or $330,558 at 6%.
CELIA WELCH CONSULTING, INC. CASH BALANCE PENSION PLAN-0$0$0-