Civic Intelligence

Life&Wealth Advisors Inc

Plan context: Life&Wealth Advisors Inc 401K Profit Sharing Plan

EIN 20-3075156 • Walnut Creek, CA • 19 filings • 3 plans

1399 Ygnacio Valley Road Suite 29Walnut Creek, CA 94598-0000
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$458,830

2024 Contributions

$33,920

Historical Graphs

Total Assets Over Time

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

$458,830$229,415$0200620162023YearValue
$458,830Latest year 2023

Participants Over Time

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

530200620152023YearValue
3Latest year 2023

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
202410$0$33,920-
Life&Wealth Advisors Inc 401K Profit Sharing Plan-0-$33,920-
202313$458,830$35,173$11,724iApproximate average salary by contribution assumption: employee only about $293,108 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,270 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$458,830$35,173$11,724iApproximate average salary by contribution assumption: employee only about $293,108 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,270 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%.
202213$429,797$33,868$11,289iApproximate average salary by contribution assumption: employee only about $282,233 at 4% or $188,156 at 6%; with 50% employer match about $188,156 at 4% or $125,437 at 6%; with 100% employer match about $141,117 at 4% or $94,078 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$429,797$33,868$11,289iApproximate average salary by contribution assumption: employee only about $282,233 at 4% or $188,156 at 6%; with 50% employer match about $188,156 at 4% or $125,437 at 6%; with 100% employer match about $141,117 at 4% or $94,078 at 6%.
202113$386,796$33,587$11,196iApproximate average salary by contribution assumption: employee only about $279,892 at 4% or $186,594 at 6%; with 50% employer match about $186,594 at 4% or $124,396 at 6%; with 100% employer match about $139,946 at 4% or $93,297 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$386,796$33,587$11,196iApproximate average salary by contribution assumption: employee only about $279,892 at 4% or $186,594 at 6%; with 50% employer match about $186,594 at 4% or $124,396 at 6%; with 100% employer match about $139,946 at 4% or $93,297 at 6%.
202012$321,844$30,940$15,470iApproximate average salary by contribution assumption: employee only about $386,750 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,917 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-2$321,844$30,940$15,470iApproximate average salary by contribution assumption: employee only about $386,750 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,917 at 6%.
201912$281,480$1,356$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-2$281,480$1,356$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
201813$317,131$1,469$490iApproximate average salary by contribution assumption: employee only about $12,242 at 4% or $8,161 at 6%; with 50% employer match about $8,161 at 4% or $5,441 at 6%; with 100% employer match about $6,121 at 4% or $4,081 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$317,131$1,469$490iApproximate average salary by contribution assumption: employee only about $12,242 at 4% or $8,161 at 6%; with 50% employer match about $8,161 at 4% or $5,441 at 6%; with 100% employer match about $6,121 at 4% or $4,081 at 6%.
201713$312,139$1,356$452iApproximate average salary by contribution assumption: employee only about $11,300 at 4% or $7,533 at 6%; with 50% employer match about $7,533 at 4% or $5,022 at 6%; with 100% employer match about $5,650 at 4% or $3,767 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$312,139$1,356$452iApproximate average salary by contribution assumption: employee only about $11,300 at 4% or $7,533 at 6%; with 50% employer match about $7,533 at 4% or $5,022 at 6%; with 100% employer match about $5,650 at 4% or $3,767 at 6%.
201613$285,033$1,405$468iApproximate average salary by contribution assumption: employee only about $11,708 at 4% or $7,806 at 6%; with 50% employer match about $7,806 at 4% or $5,204 at 6%; with 100% employer match about $5,854 at 4% or $3,903 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$285,033$1,405$468iApproximate average salary by contribution assumption: employee only about $11,708 at 4% or $7,806 at 6%; with 50% employer match about $7,806 at 4% or $5,204 at 6%; with 100% employer match about $5,854 at 4% or $3,903 at 6%.
201513$269,981$1,436$479iApproximate average salary by contribution assumption: employee only about $11,967 at 4% or $7,978 at 6%; with 50% employer match about $7,978 at 4% or $5,319 at 6%; with 100% employer match about $5,983 at 4% or $3,989 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3$269,981$1,436$479iApproximate average salary by contribution assumption: employee only about $11,967 at 4% or $7,978 at 6%; with 50% employer match about $7,978 at 4% or $5,319 at 6%; with 100% employer match about $5,983 at 4% or $3,989 at 6%.
201414$266,879$1,248$312iApproximate average salary by contribution assumption: employee only about $7,800 at 4% or $5,200 at 6%; with 50% employer match about $5,200 at 4% or $3,467 at 6%; with 100% employer match about $3,900 at 4% or $2,600 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-4$266,879$1,248$312iApproximate average salary by contribution assumption: employee only about $7,800 at 4% or $5,200 at 6%; with 50% employer match about $5,200 at 4% or $3,467 at 6%; with 100% employer match about $3,900 at 4% or $2,600 at 6%.
201314$266,914$0-
Life&Wealth Advisors Inc 401K Profit Sharing Plan-4$266,914--
201214$221,807$0-
Life&Wealth Advisors Inc 401K Profit Sharing Plan-4$221,807--
201114$244,531$13,519$3,380iApproximate average salary by contribution assumption: employee only about $84,494 at 4% or $56,329 at 6%; with 50% employer match about $56,329 at 4% or $37,553 at 6%; with 100% employer match about $42,247 at 4% or $28,165 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-4$244,531$13,519$3,380iApproximate average salary by contribution assumption: employee only about $84,494 at 4% or $56,329 at 6%; with 50% employer match about $56,329 at 4% or $37,553 at 6%; with 100% employer match about $42,247 at 4% or $28,165 at 6%.
201014$222,502$3,706$927iApproximate average salary by contribution assumption: employee only about $23,163 at 4% or $15,442 at 6%; with 50% employer match about $15,442 at 4% or $10,294 at 6%; with 100% employer match about $11,581 at 4% or $7,721 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-4$222,502$3,706$927iApproximate average salary by contribution assumption: employee only about $23,163 at 4% or $15,442 at 6%; with 50% employer match about $15,442 at 4% or $10,294 at 6%; with 100% employer match about $11,581 at 4% or $7,721 at 6%.
200915$206,778$60,839$12,168iApproximate average salary by contribution assumption: employee only about $304,195 at 4% or $202,797 at 6%; with 50% employer match about $202,797 at 4% or $135,198 at 6%; with 100% employer match about $152,098 at 4% or $101,398 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-5$206,778$60,839$12,168iApproximate average salary by contribution assumption: employee only about $304,195 at 4% or $202,797 at 6%; with 50% employer match about $202,797 at 4% or $135,198 at 6%; with 100% employer match about $152,098 at 4% or $101,398 at 6%.
200815$0$0-
Life&Wealth Advisors Inc 401K Profit Sharing Plan-5---
200713$0$0-
Life&Wealth Advisors Inc 401K Profit Sharing Plan-3---
200612$51,153$51,153$25,577iApproximate average salary by contribution assumption: employee only about $639,413 at 4% or $426,275 at 6%; with 50% employer match about $426,275 at 4% or $284,183 at 6%; with 100% employer match about $319,706 at 4% or $213,138 at 6%.
Life&Wealth Advisors Inc 401K Profit Sharing Plan-2$51,153$51,153$25,577iApproximate average salary by contribution assumption: employee only about $639,413 at 4% or $426,275 at 6%; with 50% employer match about $426,275 at 4% or $284,183 at 6%; with 100% employer match about $319,706 at 4% or $213,138 at 6%.