Civic Intelligence

Verdi Wealth Management Inc.

Plan context: Verdi Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 20-1057651 • Boise, ID • 18 filings • 3 plans

412 E. Parkcenter Blvd., Suite 325Boise, ID 83706
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,856,623

2024 Contributions

$161,895

Historical Graphs

Total Assets Over Time

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

$2,939,720$1,469,860$0200820162024YearValue
$2,856,623Latest year 2024

Participants Over Time

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

630200720162024YearValue
5Latest 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
202415$2,856,623$161,895$32,379iApproximate average salary by contribution assumption: employee only about $809,475 at 4% or $539,650 at 6%; with 50% employer match about $539,650 at 4% or $359,767 at 6%; with 100% employer match about $404,738 at 4% or $269,825 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-5$2,856,623$161,895$32,379iApproximate average salary by contribution assumption: employee only about $809,475 at 4% or $539,650 at 6%; with 50% employer match about $539,650 at 4% or $359,767 at 6%; with 100% employer match about $404,738 at 4% or $269,825 at 6%.
202315$1,967,723$158,113$31,623iApproximate average salary by contribution assumption: employee only about $790,565 at 4% or $527,043 at 6%; with 50% employer match about $527,043 at 4% or $351,362 at 6%; with 100% employer match about $395,283 at 4% or $263,522 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,967,723$158,113$31,623iApproximate average salary by contribution assumption: employee only about $790,565 at 4% or $527,043 at 6%; with 50% employer match about $527,043 at 4% or $351,362 at 6%; with 100% employer match about $395,283 at 4% or $263,522 at 6%.
202215$1,263,460$145,410$29,082iApproximate average salary by contribution assumption: employee only about $727,050 at 4% or $484,700 at 6%; with 50% employer match about $484,700 at 4% or $323,133 at 6%; with 100% employer match about $363,525 at 4% or $242,350 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,263,460$145,410$29,082iApproximate average salary by contribution assumption: employee only about $727,050 at 4% or $484,700 at 6%; with 50% employer match about $484,700 at 4% or $323,133 at 6%; with 100% employer match about $363,525 at 4% or $242,350 at 6%.
202115$1,852,596$169,708$33,942iApproximate average salary by contribution assumption: employee only about $848,540 at 4% or $565,693 at 6%; with 50% employer match about $565,693 at 4% or $377,129 at 6%; with 100% employer match about $424,270 at 4% or $282,847 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,852,596$169,708$33,942iApproximate average salary by contribution assumption: employee only about $848,540 at 4% or $565,693 at 6%; with 50% employer match about $565,693 at 4% or $377,129 at 6%; with 100% employer match about $424,270 at 4% or $282,847 at 6%.
202016$2,939,720$133,975$22,329iApproximate average salary by contribution assumption: employee only about $558,229 at 4% or $372,153 at 6%; with 50% employer match about $372,153 at 4% or $248,102 at 6%; with 100% employer match about $279,115 at 4% or $186,076 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-6$2,939,720$133,975$22,329iApproximate average salary by contribution assumption: employee only about $558,229 at 4% or $372,153 at 6%; with 50% employer match about $372,153 at 4% or $248,102 at 6%; with 100% employer match about $279,115 at 4% or $186,076 at 6%.
201916$2,123,184$125,122$20,854iApproximate average salary by contribution assumption: employee only about $521,342 at 4% or $347,561 at 6%; with 50% employer match about $347,561 at 4% or $231,707 at 6%; with 100% employer match about $260,671 at 4% or $173,781 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-6$2,123,184$125,122$20,854iApproximate average salary by contribution assumption: employee only about $521,342 at 4% or $347,561 at 6%; with 50% employer match about $347,561 at 4% or $231,707 at 6%; with 100% employer match about $260,671 at 4% or $173,781 at 6%.
201816$1,536,683$556,240$92,707iApproximate average salary by contribution assumption: employee only about $2,317,667 at 4% or $1,545,111 at 6%; with 50% employer match about $1,545,111 at 4% or $1,030,074 at 6%; with 100% employer match about $1,158,833 at 4% or $772,556 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-6$1,536,683$556,240$92,707iApproximate average salary by contribution assumption: employee only about $2,317,667 at 4% or $1,545,111 at 6%; with 50% employer match about $1,545,111 at 4% or $1,030,074 at 6%; with 100% employer match about $1,158,833 at 4% or $772,556 at 6%.
201715$1,235,346$61,976$12,395iApproximate average salary by contribution assumption: employee only about $309,880 at 4% or $206,587 at 6%; with 50% employer match about $206,587 at 4% or $137,724 at 6%; with 100% employer match about $154,940 at 4% or $103,293 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,235,346$61,976$12,395iApproximate average salary by contribution assumption: employee only about $309,880 at 4% or $206,587 at 6%; with 50% employer match about $206,587 at 4% or $137,724 at 6%; with 100% employer match about $154,940 at 4% or $103,293 at 6%.
201614$903,129$69,060$17,265iApproximate average salary by contribution assumption: employee only about $431,625 at 4% or $287,750 at 6%; with 50% employer match about $287,750 at 4% or $191,833 at 6%; with 100% employer match about $215,813 at 4% or $143,875 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-4$903,129$69,060$17,265iApproximate average salary by contribution assumption: employee only about $431,625 at 4% or $287,750 at 6%; with 50% employer match about $287,750 at 4% or $191,833 at 6%; with 100% employer match about $215,813 at 4% or $143,875 at 6%.
201513$1,287,683$483,340$161,113iApproximate average salary by contribution assumption: employee only about $4,027,833 at 4% or $2,685,222 at 6%; with 50% employer match about $2,685,222 at 4% or $1,790,148 at 6%; with 100% employer match about $2,013,917 at 4% or $1,342,611 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-3$1,287,683$483,340$161,113iApproximate average salary by contribution assumption: employee only about $4,027,833 at 4% or $2,685,222 at 6%; with 50% employer match about $2,685,222 at 4% or $1,790,148 at 6%; with 100% employer match about $2,013,917 at 4% or $1,342,611 at 6%.
201413$888,919$71,790$23,930iApproximate average salary by contribution assumption: employee only about $598,250 at 4% or $398,833 at 6%; with 50% employer match about $398,833 at 4% or $265,889 at 6%; with 100% employer match about $299,125 at 4% or $199,417 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-3$888,919$71,790$23,930iApproximate average salary by contribution assumption: employee only about $598,250 at 4% or $398,833 at 6%; with 50% employer match about $398,833 at 4% or $265,889 at 6%; with 100% employer match about $299,125 at 4% or $199,417 at 6%.
201313$736,982$78,022$26,007iApproximate average salary by contribution assumption: employee only about $650,183 at 4% or $433,456 at 6%; with 50% employer match about $433,456 at 4% or $288,970 at 6%; with 100% employer match about $325,092 at 4% or $216,728 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-3$736,982$78,022$26,007iApproximate average salary by contribution assumption: employee only about $650,183 at 4% or $433,456 at 6%; with 50% employer match about $433,456 at 4% or $288,970 at 6%; with 100% employer match about $325,092 at 4% or $216,728 at 6%.
201213$549,140$85,592$28,531iApproximate average salary by contribution assumption: employee only about $713,267 at 4% or $475,511 at 6%; with 50% employer match about $475,511 at 4% or $317,007 at 6%; with 100% employer match about $356,633 at 4% or $237,756 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-3$549,140$85,592$28,531iApproximate average salary by contribution assumption: employee only about $713,267 at 4% or $475,511 at 6%; with 50% employer match about $475,511 at 4% or $317,007 at 6%; with 100% employer match about $356,633 at 4% or $237,756 at 6%.
201114$417,924$81,288$20,322iApproximate average salary by contribution assumption: employee only about $508,050 at 4% or $338,700 at 6%; with 50% employer match about $338,700 at 4% or $225,800 at 6%; with 100% employer match about $254,025 at 4% or $169,350 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-4$417,924$81,288$20,322iApproximate average salary by contribution assumption: employee only about $508,050 at 4% or $338,700 at 6%; with 50% employer match about $338,700 at 4% or $225,800 at 6%; with 100% employer match about $254,025 at 4% or $169,350 at 6%.
201014$350,374$78,691$19,673iApproximate average salary by contribution assumption: employee only about $491,819 at 4% or $327,879 at 6%; with 50% employer match about $327,879 at 4% or $218,586 at 6%; with 100% employer match about $245,909 at 4% or $163,940 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-4$350,374$78,691$19,673iApproximate average salary by contribution assumption: employee only about $491,819 at 4% or $327,879 at 6%; with 50% employer match about $327,879 at 4% or $218,586 at 6%; with 100% employer match about $245,909 at 4% or $163,940 at 6%.
200914$240,505$113,125$28,281iApproximate average salary by contribution assumption: employee only about $707,031 at 4% or $471,354 at 6%; with 50% employer match about $471,354 at 4% or $314,236 at 6%; with 100% employer match about $353,516 at 4% or $235,677 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-4$240,505$113,125$28,281iApproximate average salary by contribution assumption: employee only about $707,031 at 4% or $471,354 at 6%; with 50% employer match about $471,354 at 4% or $314,236 at 6%; with 100% employer match about $353,516 at 4% or $235,677 at 6%.
200814$92,113$69,832$17,458iApproximate average salary by contribution assumption: employee only about $436,450 at 4% or $290,967 at 6%; with 50% employer match about $290,967 at 4% or $193,978 at 6%; with 100% employer match about $218,225 at 4% or $145,483 at 6%.
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-4$92,113$69,832$17,458iApproximate average salary by contribution assumption: employee only about $436,450 at 4% or $290,967 at 6%; with 50% employer match about $290,967 at 4% or $193,978 at 6%; with 100% employer match about $218,225 at 4% or $145,483 at 6%.
200713$0$0-
Verdi Wealth Management Inc. 401(K) Profit Sharing Plan-3---