Civic Intelligence

PRIVATE WEALTH PARTNERS

Plan context: Private Wealth Partners LLC

EIN 20-2154638 • Mill Valley, CA • 19 filings • 5 plans

591 Redwood Hwy Frontage RdSte 3210Mill Valley, CA 94941
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,991,310

2024 Contributions

$207,760

Historical Graphs

Total Assets Over Time

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

$3,579,681$1,789,841$0200620152024YearValue
$1,991,310Latest year 2024

Participants Over Time

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

1580200620152024YearValue
12Latest 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
2024112$1,991,310$207,760$17,313iApproximate average salary by contribution assumption: employee only about $432,833 at 4% or $288,556 at 6%; with 50% employer match about $288,556 at 4% or $192,370 at 6%; with 100% employer match about $216,417 at 4% or $144,278 at 6%.
Private Wealth Partners LLC-12$1,991,310$207,760$17,313iApproximate average salary by contribution assumption: employee only about $432,833 at 4% or $288,556 at 6%; with 50% employer match about $288,556 at 4% or $192,370 at 6%; with 100% employer match about $216,417 at 4% or $144,278 at 6%.
2023113$1,537,280$203,426$15,648iApproximate average salary by contribution assumption: employee only about $391,204 at 4% or $260,803 at 6%; with 50% employer match about $260,803 at 4% or $173,868 at 6%; with 100% employer match about $195,602 at 4% or $130,401 at 6%.
Private Wealth Partners LLC-13$1,537,280$203,426$15,648iApproximate average salary by contribution assumption: employee only about $391,204 at 4% or $260,803 at 6%; with 50% employer match about $260,803 at 4% or $173,868 at 6%; with 100% employer match about $195,602 at 4% or $130,401 at 6%.
2022115$3,131,884$175,690$11,713iApproximate average salary by contribution assumption: employee only about $292,817 at 4% or $195,211 at 6%; with 50% employer match about $195,211 at 4% or $130,141 at 6%; with 100% employer match about $146,408 at 4% or $97,606 at 6%.
Private Wealth Partners LLC-15$3,131,884$175,690$11,713iApproximate average salary by contribution assumption: employee only about $292,817 at 4% or $195,211 at 6%; with 50% employer match about $195,211 at 4% or $130,141 at 6%; with 100% employer match about $146,408 at 4% or $97,606 at 6%.
2021113$3,579,681$157,740$12,134iApproximate average salary by contribution assumption: employee only about $303,346 at 4% or $202,231 at 6%; with 50% employer match about $202,231 at 4% or $134,821 at 6%; with 100% employer match about $151,673 at 4% or $101,115 at 6%.
Private Wealth Partners LLC-13$3,579,681$157,740$12,134iApproximate average salary by contribution assumption: employee only about $303,346 at 4% or $202,231 at 6%; with 50% employer match about $202,231 at 4% or $134,821 at 6%; with 100% employer match about $151,673 at 4% or $101,115 at 6%.
2020113$3,136,307$164,053$12,619iApproximate average salary by contribution assumption: employee only about $315,487 at 4% or $210,324 at 6%; with 50% employer match about $210,324 at 4% or $140,216 at 6%; with 100% employer match about $157,743 at 4% or $105,162 at 6%.
Private Wealth Partners LLC-13$3,136,307$164,053$12,619iApproximate average salary by contribution assumption: employee only about $315,487 at 4% or $210,324 at 6%; with 50% employer match about $210,324 at 4% or $140,216 at 6%; with 100% employer match about $157,743 at 4% or $105,162 at 6%.
2019114$2,888,356$170,393$12,171iApproximate average salary by contribution assumption: employee only about $304,273 at 4% or $202,849 at 6%; with 50% employer match about $202,849 at 4% or $135,233 at 6%; with 100% employer match about $152,137 at 4% or $101,424 at 6%.
Private Wealth Partners LLC-14$2,888,356$170,393$12,171iApproximate average salary by contribution assumption: employee only about $304,273 at 4% or $202,849 at 6%; with 50% employer match about $202,849 at 4% or $135,233 at 6%; with 100% employer match about $152,137 at 4% or $101,424 at 6%.
2018112$3,015,643$140,971$11,748iApproximate average salary by contribution assumption: employee only about $293,690 at 4% or $195,793 at 6%; with 50% employer match about $195,793 at 4% or $130,529 at 6%; with 100% employer match about $146,845 at 4% or $97,897 at 6%.
Private Wealth Partners LLC-12$3,015,643$140,971$11,748iApproximate average salary by contribution assumption: employee only about $293,690 at 4% or $195,793 at 6%; with 50% employer match about $195,793 at 4% or $130,529 at 6%; with 100% employer match about $146,845 at 4% or $97,897 at 6%.
2017111$3,016,150$166,297$15,118iApproximate average salary by contribution assumption: employee only about $377,948 at 4% or $251,965 at 6%; with 50% employer match about $251,965 at 4% or $167,977 at 6%; with 100% employer match about $188,974 at 4% or $125,983 at 6%.
Private Wealth Partners LLC-11$3,016,150$166,297$15,118iApproximate average salary by contribution assumption: employee only about $377,948 at 4% or $251,965 at 6%; with 50% employer match about $251,965 at 4% or $167,977 at 6%; with 100% employer match about $188,974 at 4% or $125,983 at 6%.
2016110$2,460,285$176,922$17,692iApproximate average salary by contribution assumption: employee only about $442,305 at 4% or $294,870 at 6%; with 50% employer match about $294,870 at 4% or $196,580 at 6%; with 100% employer match about $221,153 at 4% or $147,435 at 6%.
Private Wealth Partners LLC-10$2,460,285$176,922$17,692iApproximate average salary by contribution assumption: employee only about $442,305 at 4% or $294,870 at 6%; with 50% employer match about $294,870 at 4% or $196,580 at 6%; with 100% employer match about $221,153 at 4% or $147,435 at 6%.
2015111$2,575,316$210,714$19,156iApproximate average salary by contribution assumption: employee only about $478,895 at 4% or $319,264 at 6%; with 50% employer match about $319,264 at 4% or $212,842 at 6%; with 100% employer match about $239,448 at 4% or $159,632 at 6%.
Private Wealth Partners LLC-11$2,575,316$210,714$19,156iApproximate average salary by contribution assumption: employee only about $478,895 at 4% or $319,264 at 6%; with 50% employer match about $319,264 at 4% or $212,842 at 6%; with 100% employer match about $239,448 at 4% or $159,632 at 6%.
2014111$2,366,661$208,974$18,998iApproximate average salary by contribution assumption: employee only about $474,941 at 4% or $316,627 at 6%; with 50% employer match about $316,627 at 4% or $211,085 at 6%; with 100% employer match about $237,470 at 4% or $158,314 at 6%.
Private Wealth Partners LLC-11$2,366,661$208,974$18,998iApproximate average salary by contribution assumption: employee only about $474,941 at 4% or $316,627 at 6%; with 50% employer match about $316,627 at 4% or $211,085 at 6%; with 100% employer match about $237,470 at 4% or $158,314 at 6%.
201319$1,975,509$288,750$32,083iApproximate average salary by contribution assumption: employee only about $802,083 at 4% or $534,722 at 6%; with 50% employer match about $534,722 at 4% or $356,481 at 6%; with 100% employer match about $401,042 at 4% or $267,361 at 6%.
Private Wealth Partners LLC-9$1,975,509$288,750$32,083iApproximate average salary by contribution assumption: employee only about $802,083 at 4% or $534,722 at 6%; with 50% employer match about $534,722 at 4% or $356,481 at 6%; with 100% employer match about $401,042 at 4% or $267,361 at 6%.
201219$1,435,101$193,973$21,553iApproximate average salary by contribution assumption: employee only about $538,814 at 4% or $359,209 at 6%; with 50% employer match about $359,209 at 4% or $239,473 at 6%; with 100% employer match about $269,407 at 4% or $179,605 at 6%.
Private Wealth Partners LLC-9$1,435,101$193,973$21,553iApproximate average salary by contribution assumption: employee only about $538,814 at 4% or $359,209 at 6%; with 50% employer match about $359,209 at 4% or $239,473 at 6%; with 100% employer match about $269,407 at 4% or $179,605 at 6%.
2011111$1,364,671$220,735$20,067iApproximate average salary by contribution assumption: employee only about $501,670 at 4% or $334,447 at 6%; with 50% employer match about $334,447 at 4% or $222,965 at 6%; with 100% employer match about $250,835 at 4% or $167,223 at 6%.
Private Wealth Partners LLC-11$1,364,671$220,735$20,067iApproximate average salary by contribution assumption: employee only about $501,670 at 4% or $334,447 at 6%; with 50% employer match about $334,447 at 4% or $222,965 at 6%; with 100% employer match about $250,835 at 4% or $167,223 at 6%.
2010111$1,122,890$211,147$19,195iApproximate average salary by contribution assumption: employee only about $479,880 at 4% or $319,920 at 6%; with 50% employer match about $319,920 at 4% or $213,280 at 6%; with 100% employer match about $239,940 at 4% or $159,960 at 6%.
Private Wealth Partners LLC-11$1,122,890$211,147$19,195iApproximate average salary by contribution assumption: employee only about $479,880 at 4% or $319,920 at 6%; with 50% employer match about $319,920 at 4% or $213,280 at 6%; with 100% employer match about $239,940 at 4% or $159,960 at 6%.
2009111$827,025$217,127$19,739iApproximate average salary by contribution assumption: employee only about $493,470 at 4% or $328,980 at 6%; with 50% employer match about $328,980 at 4% or $219,320 at 6%; with 100% employer match about $246,735 at 4% or $164,490 at 6%.
Private Wealth Partners LLC-11$827,025$217,127$19,739iApproximate average salary by contribution assumption: employee only about $493,470 at 4% or $328,980 at 6%; with 50% employer match about $328,980 at 4% or $219,320 at 6%; with 100% employer match about $246,735 at 4% or $164,490 at 6%.
2008112$582,207$217,704$18,142iApproximate average salary by contribution assumption: employee only about $453,550 at 4% or $302,367 at 6%; with 50% employer match about $302,367 at 4% or $201,578 at 6%; with 100% employer match about $226,775 at 4% or $151,183 at 6%.
Private Wealth Partners LLC-12$582,207$217,704$18,142iApproximate average salary by contribution assumption: employee only about $453,550 at 4% or $302,367 at 6%; with 50% employer match about $302,367 at 4% or $201,578 at 6%; with 100% employer match about $226,775 at 4% or $151,183 at 6%.
2007113$653,627$236,460$18,189iApproximate average salary by contribution assumption: employee only about $454,731 at 4% or $303,154 at 6%; with 50% employer match about $303,154 at 4% or $202,103 at 6%; with 100% employer match about $227,365 at 4% or $151,577 at 6%.
Private Wealth Partners LLC-13$653,627$236,460$18,189iApproximate average salary by contribution assumption: employee only about $454,731 at 4% or $303,154 at 6%; with 50% employer match about $303,154 at 4% or $202,103 at 6%; with 100% employer match about $227,365 at 4% or $151,577 at 6%.
2006113$362,768$220,834$16,987iApproximate average salary by contribution assumption: employee only about $424,681 at 4% or $283,121 at 6%; with 50% employer match about $283,121 at 4% or $188,747 at 6%; with 100% employer match about $212,340 at 4% or $141,560 at 6%.
Private Wealth Partners LLC-13$362,768$220,834$16,987iApproximate average salary by contribution assumption: employee only about $424,681 at 4% or $283,121 at 6%; with 50% employer match about $283,121 at 4% or $188,747 at 6%; with 100% employer match about $212,340 at 4% or $141,560 at 6%.
PRIVATE WEALTH PARTNERS | EIN 20-2154638 | 2024 Form 5500 Company Profile