Civic Intelligence

Wealthstream Advisors Inc

Plan context: Wealthstream Advisors Inc 401(K) Savings Plan

EIN 20-1192795 • New York, NY • 20 filings • 3 plans

60 East 42nd StreetSuite 1120New York, NY 10165
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$4,769,630

2025 Contributions

$337,407

Historical Graphs

Total Assets Over Time

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

$6,614,051$3,307,026$0200520162025YearValue
$4,769,630Latest year 2025

Participants Over Time

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

26130200520162025YearValue
15Latest 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
2025115$4,769,630$337,407$22,494iApproximate average salary by contribution assumption: employee only about $562,345 at 4% or $374,897 at 6%; with 50% employer match about $374,897 at 4% or $249,931 at 6%; with 100% employer match about $281,173 at 4% or $187,448 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-15$4,769,630$337,407$22,494iApproximate average salary by contribution assumption: employee only about $562,345 at 4% or $374,897 at 6%; with 50% employer match about $374,897 at 4% or $249,931 at 6%; with 100% employer match about $281,173 at 4% or $187,448 at 6%.
2024124$6,614,051$407,690$16,987iApproximate average salary by contribution assumption: employee only about $424,677 at 4% or $283,118 at 6%; with 50% employer match about $283,118 at 4% or $188,745 at 6%; with 100% employer match about $212,339 at 4% or $141,559 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-24$6,614,051$407,690$16,987iApproximate average salary by contribution assumption: employee only about $424,677 at 4% or $283,118 at 6%; with 50% employer match about $283,118 at 4% or $188,745 at 6%; with 100% employer match about $212,339 at 4% or $141,559 at 6%.
2023126$5,755,802$390,145$15,006iApproximate average salary by contribution assumption: employee only about $375,139 at 4% or $250,093 at 6%; with 50% employer match about $250,093 at 4% or $166,729 at 6%; with 100% employer match about $187,570 at 4% or $125,046 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-26$5,755,802$390,145$15,006iApproximate average salary by contribution assumption: employee only about $375,139 at 4% or $250,093 at 6%; with 50% employer match about $250,093 at 4% or $166,729 at 6%; with 100% employer match about $187,570 at 4% or $125,046 at 6%.
2022124$4,523,383$591,511$24,646iApproximate average salary by contribution assumption: employee only about $616,157 at 4% or $410,772 at 6%; with 50% employer match about $410,772 at 4% or $273,848 at 6%; with 100% employer match about $308,079 at 4% or $205,386 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-24$4,523,383$591,511$24,646iApproximate average salary by contribution assumption: employee only about $616,157 at 4% or $410,772 at 6%; with 50% employer match about $410,772 at 4% or $273,848 at 6%; with 100% employer match about $308,079 at 4% or $205,386 at 6%.
2021121$4,606,878$1,039,363$49,493iApproximate average salary by contribution assumption: employee only about $1,237,337 at 4% or $824,891 at 6%; with 50% employer match about $824,891 at 4% or $549,928 at 6%; with 100% employer match about $618,668 at 4% or $412,446 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-21$4,606,878$1,039,363$49,493iApproximate average salary by contribution assumption: employee only about $1,237,337 at 4% or $824,891 at 6%; with 50% employer match about $824,891 at 4% or $549,928 at 6%; with 100% employer match about $618,668 at 4% or $412,446 at 6%.
2020118$2,969,789$342,511$19,028iApproximate average salary by contribution assumption: employee only about $475,710 at 4% or $317,140 at 6%; with 50% employer match about $317,140 at 4% or $211,427 at 6%; with 100% employer match about $237,855 at 4% or $158,570 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-18$2,969,789$342,511$19,028iApproximate average salary by contribution assumption: employee only about $475,710 at 4% or $317,140 at 6%; with 50% employer match about $317,140 at 4% or $211,427 at 6%; with 100% employer match about $237,855 at 4% or $158,570 at 6%.
2019117$2,319,721$198,964$11,704iApproximate average salary by contribution assumption: employee only about $292,594 at 4% or $195,063 at 6%; with 50% employer match about $195,063 at 4% or $130,042 at 6%; with 100% employer match about $146,297 at 4% or $97,531 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-17$2,319,721$198,964$11,704iApproximate average salary by contribution assumption: employee only about $292,594 at 4% or $195,063 at 6%; with 50% employer match about $195,063 at 4% or $130,042 at 6%; with 100% employer match about $146,297 at 4% or $97,531 at 6%.
2018114$1,713,816$164,828$11,773iApproximate average salary by contribution assumption: employee only about $294,336 at 4% or $196,224 at 6%; with 50% employer match about $196,224 at 4% or $130,816 at 6%; with 100% employer match about $147,168 at 4% or $98,112 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-14$1,713,816$164,828$11,773iApproximate average salary by contribution assumption: employee only about $294,336 at 4% or $196,224 at 6%; with 50% employer match about $196,224 at 4% or $130,816 at 6%; with 100% employer match about $147,168 at 4% or $98,112 at 6%.
2017112$1,728,466$131,203$10,934iApproximate average salary by contribution assumption: employee only about $273,340 at 4% or $182,226 at 6%; with 50% employer match about $182,226 at 4% or $121,484 at 6%; with 100% employer match about $136,670 at 4% or $91,113 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-12$1,728,466$131,203$10,934iApproximate average salary by contribution assumption: employee only about $273,340 at 4% or $182,226 at 6%; with 50% employer match about $182,226 at 4% or $121,484 at 6%; with 100% employer match about $136,670 at 4% or $91,113 at 6%.
2016112$1,602,375$269,191$22,433iApproximate average salary by contribution assumption: employee only about $560,815 at 4% or $373,876 at 6%; with 50% employer match about $373,876 at 4% or $249,251 at 6%; with 100% employer match about $280,407 at 4% or $186,938 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-12$1,602,375$269,191$22,433iApproximate average salary by contribution assumption: employee only about $560,815 at 4% or $373,876 at 6%; with 50% employer match about $373,876 at 4% or $249,251 at 6%; with 100% employer match about $280,407 at 4% or $186,938 at 6%.
2015112$1,212,718$120,406$10,034iApproximate average salary by contribution assumption: employee only about $250,846 at 4% or $167,231 at 6%; with 50% employer match about $167,231 at 4% or $111,487 at 6%; with 100% employer match about $125,423 at 4% or $83,615 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-12$1,212,718$120,406$10,034iApproximate average salary by contribution assumption: employee only about $250,846 at 4% or $167,231 at 6%; with 50% employer match about $167,231 at 4% or $111,487 at 6%; with 100% employer match about $125,423 at 4% or $83,615 at 6%.
2014111$1,134,454$145,474$13,225iApproximate average salary by contribution assumption: employee only about $330,623 at 4% or $220,415 at 6%; with 50% employer match about $220,415 at 4% or $146,943 at 6%; with 100% employer match about $165,311 at 4% or $110,208 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-11$1,134,454$145,474$13,225iApproximate average salary by contribution assumption: employee only about $330,623 at 4% or $220,415 at 6%; with 50% employer match about $220,415 at 4% or $146,943 at 6%; with 100% employer match about $165,311 at 4% or $110,208 at 6%.
2013110$940,098$115,421$11,542iApproximate average salary by contribution assumption: employee only about $288,553 at 4% or $192,368 at 6%; with 50% employer match about $192,368 at 4% or $128,246 at 6%; with 100% employer match about $144,276 at 4% or $96,184 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-10$940,098$115,421$11,542iApproximate average salary by contribution assumption: employee only about $288,553 at 4% or $192,368 at 6%; with 50% employer match about $192,368 at 4% or $128,246 at 6%; with 100% employer match about $144,276 at 4% or $96,184 at 6%.
201218$689,882$106,055$13,257iApproximate average salary by contribution assumption: employee only about $331,422 at 4% or $220,948 at 6%; with 50% employer match about $220,948 at 4% or $147,299 at 6%; with 100% employer match about $165,711 at 4% or $110,474 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-8$689,882$106,055$13,257iApproximate average salary by contribution assumption: employee only about $331,422 at 4% or $220,948 at 6%; with 50% employer match about $220,948 at 4% or $147,299 at 6%; with 100% employer match about $165,711 at 4% or $110,474 at 6%.
201117$499,463$92,104$13,158iApproximate average salary by contribution assumption: employee only about $328,943 at 4% or $219,295 at 6%; with 50% employer match about $219,295 at 4% or $146,197 at 6%; with 100% employer match about $164,471 at 4% or $109,648 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-7$499,463$92,104$13,158iApproximate average salary by contribution assumption: employee only about $328,943 at 4% or $219,295 at 6%; with 50% employer match about $219,295 at 4% or $146,197 at 6%; with 100% employer match about $164,471 at 4% or $109,648 at 6%.
201017$436,537$85,300$12,186iApproximate average salary by contribution assumption: employee only about $304,643 at 4% or $203,095 at 6%; with 50% employer match about $203,095 at 4% or $135,397 at 6%; with 100% employer match about $152,321 at 4% or $101,548 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-7$436,537$85,300$12,186iApproximate average salary by contribution assumption: employee only about $304,643 at 4% or $203,095 at 6%; with 50% employer match about $203,095 at 4% or $135,397 at 6%; with 100% employer match about $152,321 at 4% or $101,548 at 6%.
200810$182,451$85,431-
Wealthstream Advisors Inc 401(K) Savings Plan-0$182,451$85,431-
200714$0$0-
Wealthstream Advisors Inc 401(K) Savings Plan-4---
200614$91,028$44,773$11,193iApproximate average salary by contribution assumption: employee only about $279,831 at 4% or $186,554 at 6%; with 50% employer match about $186,554 at 4% or $124,369 at 6%; with 100% employer match about $139,916 at 4% or $93,277 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-4$91,028$44,773$11,193iApproximate average salary by contribution assumption: employee only about $279,831 at 4% or $186,554 at 6%; with 50% employer match about $186,554 at 4% or $124,369 at 6%; with 100% employer match about $139,916 at 4% or $93,277 at 6%.
200514$47,738$45,572$11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%.
Wealthstream Advisors Inc 401(K) Savings Plan-4$47,738$45,572$11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%.