Civic Intelligence

Dachtler Wealth Management LLC

Plan context: Dachtler Wealth Management LLC Defined Benefit Pension Plan

EIN 20-4302269 • Folsom, CA • 27 filings • 2 plans

2130 East Bidwell StreetSuite 100Folsom, CA 95630
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,324,455

2024 Contributions

$137,233

Historical Graphs

Total Assets Over Time

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

$3,324,455$1,662,228$0200620162024YearValue
$3,324,455Latest year 2024

Participants Over Time

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

530200620152024YearValue
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
202425$3,324,455$137,233$27,447iApproximate average salary by contribution assumption: employee only about $686,165 at 4% or $457,443 at 6%; with 50% employer match about $457,443 at 4% or $304,962 at 6%; with 100% employer match about $343,083 at 4% or $228,722 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-4$1,989,246--
Dachtler Wealth Management 401K Plan-5$1,335,209$137,233$27,447iApproximate average salary by contribution assumption: employee only about $686,165 at 4% or $457,443 at 6%; with 50% employer match about $457,443 at 4% or $304,962 at 6%; with 100% employer match about $343,083 at 4% or $228,722 at 6%.
202325$2,795,927$120,974$24,195iApproximate average salary by contribution assumption: employee only about $604,870 at 4% or $403,247 at 6%; with 50% employer match about $403,247 at 4% or $268,831 at 6%; with 100% employer match about $302,435 at 4% or $201,623 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-4$1,752,013--
Dachtler Wealth Management 401K Plan-5$1,043,914$120,974$24,195iApproximate average salary by contribution assumption: employee only about $604,870 at 4% or $403,247 at 6%; with 50% employer match about $403,247 at 4% or $268,831 at 6%; with 100% employer match about $302,435 at 4% or $201,623 at 6%.
202225$2,283,864$590,183$118,037iApproximate average salary by contribution assumption: employee only about $2,950,915 at 4% or $1,967,277 at 6%; with 50% employer match about $1,967,277 at 4% or $1,311,518 at 6%; with 100% employer match about $1,475,458 at 4% or $983,638 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-4$1,484,489$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Dachtler Wealth Management 401K Plan-5$799,375$90,183$18,037iApproximate average salary by contribution assumption: employee only about $450,915 at 4% or $300,610 at 6%; with 50% employer match about $300,610 at 4% or $200,407 at 6%; with 100% employer match about $225,457 at 4% or $150,305 at 6%.
202125$1,983,209$303,290$60,658iApproximate average salary by contribution assumption: employee only about $1,516,450 at 4% or $1,010,967 at 6%; with 50% employer match about $1,010,967 at 4% or $673,978 at 6%; with 100% employer match about $758,225 at 4% or $505,483 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-4$1,158,422$225,000$56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%.
Dachtler Wealth Management 401K Plan-5$824,787$78,290$15,658iApproximate average salary by contribution assumption: employee only about $391,450 at 4% or $260,967 at 6%; with 50% employer match about $260,967 at 4% or $173,978 at 6%; with 100% employer match about $195,725 at 4% or $130,483 at 6%.
202025$1,629,984$124,677$24,935iApproximate average salary by contribution assumption: employee only about $623,385 at 4% or $415,590 at 6%; with 50% employer match about $415,590 at 4% or $277,060 at 6%; with 100% employer match about $311,693 at 4% or $207,795 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-4$953,206$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Dachtler Wealth Management 401K Plan-5$676,778$74,677$14,935iApproximate average salary by contribution assumption: employee only about $373,385 at 4% or $248,923 at 6%; with 50% employer match about $248,923 at 4% or $165,949 at 6%; with 100% employer match about $186,693 at 4% or $124,462 at 6%.
201925$1,367,764$553,765$110,753iApproximate average salary by contribution assumption: employee only about $2,768,825 at 4% or $1,845,883 at 6%; with 50% employer match about $1,845,883 at 4% or $1,230,589 at 6%; with 100% employer match about $1,384,413 at 4% or $922,942 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-5$718,915$482,740$96,548iApproximate average salary by contribution assumption: employee only about $2,413,700 at 4% or $1,609,133 at 6%; with 50% employer match about $1,609,133 at 4% or $1,072,756 at 6%; with 100% employer match about $1,206,850 at 4% or $804,567 at 6%.
Dachtler Wealth Management 401K Plan-5$648,849$71,025$14,205iApproximate average salary by contribution assumption: employee only about $355,125 at 4% or $236,750 at 6%; with 50% employer match about $236,750 at 4% or $157,833 at 6%; with 100% employer match about $177,563 at 4% or $118,375 at 6%.
201825$690,371$109,052$21,810iApproximate average salary by contribution assumption: employee only about $545,260 at 4% or $363,507 at 6%; with 50% employer match about $363,507 at 4% or $242,338 at 6%; with 100% employer match about $272,630 at 4% or $181,753 at 6%.
Dachtler Wealth Management 401K Plan-5$472,931$66,052$13,210iApproximate average salary by contribution assumption: employee only about $330,260 at 4% or $220,173 at 6%; with 50% employer match about $220,173 at 4% or $146,782 at 6%; with 100% employer match about $165,130 at 4% or $110,087 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-5$217,440$43,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
201725$628,936$241,117$48,223iApproximate average salary by contribution assumption: employee only about $1,205,585 at 4% or $803,723 at 6%; with 50% employer match about $803,723 at 4% or $535,816 at 6%; with 100% employer match about $602,793 at 4% or $401,862 at 6%.
Dachtler Wealth Management 401K Plan-5$448,936$61,117$12,223iApproximate average salary by contribution assumption: employee only about $305,585 at 4% or $203,723 at 6%; with 50% employer match about $203,723 at 4% or $135,816 at 6%; with 100% employer match about $152,793 at 4% or $101,862 at 6%.
Dachtler Wealth Management LLC Defined Benefit Pension Plan-5$180,000$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201615$333,165$47,660$9,532iApproximate average salary by contribution assumption: employee only about $238,300 at 4% or $158,867 at 6%; with 50% employer match about $158,867 at 4% or $105,911 at 6%; with 100% employer match about $119,150 at 4% or $79,433 at 6%.
Dachtler Wealth Management 401K Plan-5$333,165$47,660$9,532iApproximate average salary by contribution assumption: employee only about $238,300 at 4% or $158,867 at 6%; with 50% employer match about $158,867 at 4% or $105,911 at 6%; with 100% employer match about $119,150 at 4% or $79,433 at 6%.
201515$302,297$41,341$8,268iApproximate average salary by contribution assumption: employee only about $206,705 at 4% or $137,803 at 6%; with 50% employer match about $137,803 at 4% or $91,869 at 6%; with 100% employer match about $103,353 at 4% or $68,902 at 6%.
Dachtler Wealth Management 401K Plan-5$302,297$41,341$8,268iApproximate average salary by contribution assumption: employee only about $206,705 at 4% or $137,803 at 6%; with 50% employer match about $137,803 at 4% or $91,869 at 6%; with 100% employer match about $103,353 at 4% or $68,902 at 6%.
201415$266,518$38,411$7,682iApproximate average salary by contribution assumption: employee only about $192,055 at 4% or $128,037 at 6%; with 50% employer match about $128,037 at 4% or $85,358 at 6%; with 100% employer match about $96,028 at 4% or $64,018 at 6%.
Dachtler Wealth Management 401K Plan-5$266,518$38,411$7,682iApproximate average salary by contribution assumption: employee only about $192,055 at 4% or $128,037 at 6%; with 50% employer match about $128,037 at 4% or $85,358 at 6%; with 100% employer match about $96,028 at 4% or $64,018 at 6%.
201315$219,823$42,321$8,464iApproximate average salary by contribution assumption: employee only about $211,605 at 4% or $141,070 at 6%; with 50% employer match about $141,070 at 4% or $94,047 at 6%; with 100% employer match about $105,803 at 4% or $70,535 at 6%.
Dachtler Wealth Management 401K Plan-5$219,823$42,321$8,464iApproximate average salary by contribution assumption: employee only about $211,605 at 4% or $141,070 at 6%; with 50% employer match about $141,070 at 4% or $94,047 at 6%; with 100% employer match about $105,803 at 4% or $70,535 at 6%.
201215$143,428$25,613$5,123iApproximate average salary by contribution assumption: employee only about $128,065 at 4% or $85,377 at 6%; with 50% employer match about $85,377 at 4% or $56,918 at 6%; with 100% employer match about $64,033 at 4% or $42,688 at 6%.
Dachtler Wealth Management 401K Plan-5$143,428$25,613$5,123iApproximate average salary by contribution assumption: employee only about $128,065 at 4% or $85,377 at 6%; with 50% employer match about $85,377 at 4% or $56,918 at 6%; with 100% employer match about $64,033 at 4% or $42,688 at 6%.
201115$103,013$21,484$4,297iApproximate average salary by contribution assumption: employee only about $107,420 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,710 at 4% or $35,807 at 6%.
Dachtler Wealth Management 401K Plan-5$103,013$21,484$4,297iApproximate average salary by contribution assumption: employee only about $107,420 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,710 at 4% or $35,807 at 6%.
201014$89,276$16,988$4,247iApproximate average salary by contribution assumption: employee only about $106,175 at 4% or $70,783 at 6%; with 50% employer match about $70,783 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%.
Dachtler Wealth Management 401K Plan-4$89,276$16,988$4,247iApproximate average salary by contribution assumption: employee only about $106,175 at 4% or $70,783 at 6%; with 50% employer match about $70,783 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%.
200913$64,503$11,435$3,812iApproximate average salary by contribution assumption: employee only about $95,292 at 4% or $63,528 at 6%; with 50% employer match about $63,528 at 4% or $42,352 at 6%; with 100% employer match about $47,646 at 4% or $31,764 at 6%.
Dachtler Wealth Management 401K Plan-3$64,503$11,435$3,812iApproximate average salary by contribution assumption: employee only about $95,292 at 4% or $63,528 at 6%; with 50% employer match about $63,528 at 4% or $42,352 at 6%; with 100% employer match about $47,646 at 4% or $31,764 at 6%.
200813$37,861$23,047$7,682iApproximate average salary by contribution assumption: employee only about $192,058 at 4% or $128,039 at 6%; with 50% employer match about $128,039 at 4% or $85,359 at 6%; with 100% employer match about $96,029 at 4% or $64,019 at 6%.
Dachtler Wealth Management 401K Plan-3$37,861$23,047$7,682iApproximate average salary by contribution assumption: employee only about $192,058 at 4% or $128,039 at 6%; with 50% employer match about $128,039 at 4% or $85,359 at 6%; with 100% employer match about $96,029 at 4% or $64,019 at 6%.
200715$0$0-
Dachtler Wealth Management 401K Plan-5---
200615$3,887$3,859$772iApproximate average salary by contribution assumption: employee only about $19,295 at 4% or $12,863 at 6%; with 50% employer match about $12,863 at 4% or $8,576 at 6%; with 100% employer match about $9,648 at 4% or $6,432 at 6%.
Dachtler Wealth Management 401K Plan-5$3,887$3,859$772iApproximate average salary by contribution assumption: employee only about $19,295 at 4% or $12,863 at 6%; with 50% employer match about $12,863 at 4% or $8,576 at 6%; with 100% employer match about $9,648 at 4% or $6,432 at 6%.