Civic Intelligence

Clearview Wealth Management LLC

Plan context: Clearview Wealth Management LLC Retirement Trust

EIN 20-3114364 • Sammamish, WA • 19 filings • 4 plans

23741 SE 18th St.Sammamish, WA 98075
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$491,102

2024 Contributions

$26,083

Historical Graphs

Total Assets Over Time

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

$507,489$253,745$0200620152023YearValue
$491,102Latest year 2023

Participants Over Time

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

740200620152023YearValue
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$0-
Clearview Wealth Management LLC Retirement Trust-0---
202313$491,102$0-
Clearview Wealth Management LLC Retirement Trust-3$491,102$0-
202213$432,980$0-
Clearview Wealth Management LLC Retirement Trust-3$432,980$0-
202113$507,489$0-
Clearview Wealth Management LLC Retirement Trust-3$507,489$0-
202013$459,501$26,083$8,694iApproximate average salary by contribution assumption: employee only about $217,358 at 4% or $144,906 at 6%; with 50% employer match about $144,906 at 4% or $96,604 at 6%; with 100% employer match about $108,679 at 4% or $72,453 at 6%.
Clearview Wealth Management LLC Retirement Trust-3$459,501$26,083$8,694iApproximate average salary by contribution assumption: employee only about $217,358 at 4% or $144,906 at 6%; with 50% employer match about $144,906 at 4% or $96,604 at 6%; with 100% employer match about $108,679 at 4% or $72,453 at 6%.
201913$380,386$25,561$8,520iApproximate average salary by contribution assumption: employee only about $213,008 at 4% or $142,006 at 6%; with 50% employer match about $142,006 at 4% or $94,670 at 6%; with 100% employer match about $106,504 at 4% or $71,003 at 6%.
Clearview Wealth Management LLC Retirement Trust-3$380,386$25,561$8,520iApproximate average salary by contribution assumption: employee only about $213,008 at 4% or $142,006 at 6%; with 50% employer match about $142,006 at 4% or $94,670 at 6%; with 100% employer match about $106,504 at 4% or $71,003 at 6%.
201814$302,043$33,220$8,305iApproximate average salary by contribution assumption: employee only about $207,625 at 4% or $138,417 at 6%; with 50% employer match about $138,417 at 4% or $92,278 at 6%; with 100% employer match about $103,813 at 4% or $69,208 at 6%.
Clearview Wealth Management LLC Retirement Trust-4$302,043$33,220$8,305iApproximate average salary by contribution assumption: employee only about $207,625 at 4% or $138,417 at 6%; with 50% employer match about $138,417 at 4% or $92,278 at 6%; with 100% employer match about $103,813 at 4% or $69,208 at 6%.
201714$283,534$0-
Clearview Wealth Management LLC Retirement Trust-4$283,534$0-
201614$293,444$139,918$34,980iApproximate average salary by contribution assumption: employee only about $874,488 at 4% or $582,992 at 6%; with 50% employer match about $582,992 at 4% or $388,661 at 6%; with 100% employer match about $437,244 at 4% or $291,496 at 6%.
Clearview Wealth Management LLC Retirement Trust-4$293,444$139,918$34,980iApproximate average salary by contribution assumption: employee only about $874,488 at 4% or $582,992 at 6%; with 50% employer match about $582,992 at 4% or $388,661 at 6%; with 100% employer match about $437,244 at 4% or $291,496 at 6%.
201514$297,608$0-
Clearview Wealth Management LLC Retirement Trust-4$297,608$0-
201414$293,891$46,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Clearview Wealth Management LLC Retirement Trust-4$293,891$46,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201314$232,397$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Clearview Wealth Management LLC Retirement Trust-4$232,397$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201215$190,702$100$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
Clearview Wealth Management LLC Retirement Trust-5$190,702$100$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
201115$169,091$2,900$580iApproximate average salary by contribution assumption: employee only about $14,500 at 4% or $9,667 at 6%; with 50% employer match about $9,667 at 4% or $6,444 at 6%; with 100% employer match about $7,250 at 4% or $4,833 at 6%.
Clearview Wealth Management LLC Retirement Trust-5$169,091$2,900$580iApproximate average salary by contribution assumption: employee only about $14,500 at 4% or $9,667 at 6%; with 50% employer match about $9,667 at 4% or $6,444 at 6%; with 100% employer match about $7,250 at 4% or $4,833 at 6%.
201015$166,368$2,600$520iApproximate average salary by contribution assumption: employee only about $13,000 at 4% or $8,667 at 6%; with 50% employer match about $8,667 at 4% or $5,778 at 6%; with 100% employer match about $6,500 at 4% or $4,333 at 6%.
Clearview Wealth Management LLC Retirement Trust-5$166,368$2,600$520iApproximate average salary by contribution assumption: employee only about $13,000 at 4% or $8,667 at 6%; with 50% employer match about $8,667 at 4% or $5,778 at 6%; with 100% employer match about $6,500 at 4% or $4,333 at 6%.
200915$156,725$19,298$3,860iApproximate average salary by contribution assumption: employee only about $96,490 at 4% or $64,327 at 6%; with 50% employer match about $64,327 at 4% or $42,884 at 6%; with 100% employer match about $48,245 at 4% or $32,163 at 6%.
Clearview Wealth Management LLC Retirement Trust-5$156,725$19,298$3,860iApproximate average salary by contribution assumption: employee only about $96,490 at 4% or $64,327 at 6%; with 50% employer match about $64,327 at 4% or $42,884 at 6%; with 100% employer match about $48,245 at 4% or $32,163 at 6%.
200816$127,273$86,194$14,366iApproximate average salary by contribution assumption: employee only about $359,142 at 4% or $239,428 at 6%; with 50% employer match about $239,428 at 4% or $159,619 at 6%; with 100% employer match about $179,571 at 4% or $119,714 at 6%.
Clearview Wealth Management LLC Retirement Trust-6$127,273$86,194$14,366iApproximate average salary by contribution assumption: employee only about $359,142 at 4% or $239,428 at 6%; with 50% employer match about $239,428 at 4% or $159,619 at 6%; with 100% employer match about $179,571 at 4% or $119,714 at 6%.
200717$90,109$45,825$6,546iApproximate average salary by contribution assumption: employee only about $163,661 at 4% or $109,107 at 6%; with 50% employer match about $109,107 at 4% or $72,738 at 6%; with 100% employer match about $81,830 at 4% or $54,554 at 6%.
Clearview Wealth Management LLC Retirement Trust-7$90,109$45,825$6,546iApproximate average salary by contribution assumption: employee only about $163,661 at 4% or $109,107 at 6%; with 50% employer match about $109,107 at 4% or $72,738 at 6%; with 100% employer match about $81,830 at 4% or $54,554 at 6%.
200616$42,500$42,500$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.
Clearview Wealth Management LLC Retirement Trust-6$42,500$42,500$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.