Civic Intelligence

Urda Wealth Management Inc.

Plan context: Urda Wealth Management Inc. 401K Profit Sharing Plan

EIN 20-4448090 • Napa, CA • 19 filings • 2 plans

1001 2nd Street, Suite 255Napa, CA 94559
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,705,515

2024 Contributions

$98,125

Historical Graphs

Total Assets Over Time

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

$2,896,245$1,448,123$0200620162024YearValue
$1,705,515Latest 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
4Latest 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
202414$1,705,515$98,125$24,531iApproximate average salary by contribution assumption: employee only about $613,281 at 4% or $408,854 at 6%; with 50% employer match about $408,854 at 4% or $272,569 at 6%; with 100% employer match about $306,641 at 4% or $204,427 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,705,515$98,125$24,531iApproximate average salary by contribution assumption: employee only about $613,281 at 4% or $408,854 at 6%; with 50% employer match about $408,854 at 4% or $272,569 at 6%; with 100% employer match about $306,641 at 4% or $204,427 at 6%.
202314$1,384,057$94,931$23,733iApproximate average salary by contribution assumption: employee only about $593,319 at 4% or $395,546 at 6%; with 50% employer match about $395,546 at 4% or $263,697 at 6%; with 100% employer match about $296,659 at 4% or $197,773 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,384,057$94,931$23,733iApproximate average salary by contribution assumption: employee only about $593,319 at 4% or $395,546 at 6%; with 50% employer match about $395,546 at 4% or $263,697 at 6%; with 100% employer match about $296,659 at 4% or $197,773 at 6%.
202214$1,078,219$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,078,219$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
202115$2,896,245$25,767$5,153iApproximate average salary by contribution assumption: employee only about $128,835 at 4% or $85,890 at 6%; with 50% employer match about $85,890 at 4% or $57,260 at 6%; with 100% employer match about $64,417 at 4% or $42,945 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-5$2,896,245$25,767$5,153iApproximate average salary by contribution assumption: employee only about $128,835 at 4% or $85,890 at 6%; with 50% employer match about $85,890 at 4% or $57,260 at 6%; with 100% employer match about $64,417 at 4% or $42,945 at 6%.
202014$2,435,019$144,060$36,015iApproximate average salary by contribution assumption: employee only about $900,375 at 4% or $600,250 at 6%; with 50% employer match about $600,250 at 4% or $400,167 at 6%; with 100% employer match about $450,188 at 4% or $300,125 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$2,435,019$144,060$36,015iApproximate average salary by contribution assumption: employee only about $900,375 at 4% or $600,250 at 6%; with 50% employer match about $600,250 at 4% or $400,167 at 6%; with 100% employer match about $450,188 at 4% or $300,125 at 6%.
201913$1,907,712$122,791$40,930iApproximate average salary by contribution assumption: employee only about $1,023,258 at 4% or $682,172 at 6%; with 50% employer match about $682,172 at 4% or $454,781 at 6%; with 100% employer match about $511,629 at 4% or $341,086 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-3$1,907,712$122,791$40,930iApproximate average salary by contribution assumption: employee only about $1,023,258 at 4% or $682,172 at 6%; with 50% employer match about $682,172 at 4% or $454,781 at 6%; with 100% employer match about $511,629 at 4% or $341,086 at 6%.
201814$1,414,014$63,101$15,775iApproximate average salary by contribution assumption: employee only about $394,381 at 4% or $262,921 at 6%; with 50% employer match about $262,921 at 4% or $175,281 at 6%; with 100% employer match about $197,191 at 4% or $131,460 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,414,014$63,101$15,775iApproximate average salary by contribution assumption: employee only about $394,381 at 4% or $262,921 at 6%; with 50% employer match about $262,921 at 4% or $175,281 at 6%; with 100% employer match about $197,191 at 4% or $131,460 at 6%.
201714$1,684,151$119,812$29,953iApproximate average salary by contribution assumption: employee only about $748,825 at 4% or $499,217 at 6%; with 50% employer match about $499,217 at 4% or $332,811 at 6%; with 100% employer match about $374,413 at 4% or $249,608 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,684,151$119,812$29,953iApproximate average salary by contribution assumption: employee only about $748,825 at 4% or $499,217 at 6%; with 50% employer match about $499,217 at 4% or $332,811 at 6%; with 100% employer match about $374,413 at 4% or $249,608 at 6%.
201614$1,342,518$118,603$29,651iApproximate average salary by contribution assumption: employee only about $741,269 at 4% or $494,179 at 6%; with 50% employer match about $494,179 at 4% or $329,453 at 6%; with 100% employer match about $370,634 at 4% or $247,090 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,342,518$118,603$29,651iApproximate average salary by contribution assumption: employee only about $741,269 at 4% or $494,179 at 6%; with 50% employer match about $494,179 at 4% or $329,453 at 6%; with 100% employer match about $370,634 at 4% or $247,090 at 6%.
201514$1,168,329$122,564$30,641iApproximate average salary by contribution assumption: employee only about $766,025 at 4% or $510,683 at 6%; with 50% employer match about $510,683 at 4% or $340,456 at 6%; with 100% employer match about $383,013 at 4% or $255,342 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,168,329$122,564$30,641iApproximate average salary by contribution assumption: employee only about $766,025 at 4% or $510,683 at 6%; with 50% employer match about $510,683 at 4% or $340,456 at 6%; with 100% employer match about $383,013 at 4% or $255,342 at 6%.
201414$1,076,135$115,529$28,882iApproximate average salary by contribution assumption: employee only about $722,056 at 4% or $481,371 at 6%; with 50% employer match about $481,371 at 4% or $320,914 at 6%; with 100% employer match about $361,028 at 4% or $240,685 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$1,076,135$115,529$28,882iApproximate average salary by contribution assumption: employee only about $722,056 at 4% or $481,371 at 6%; with 50% employer match about $481,371 at 4% or $320,914 at 6%; with 100% employer match about $361,028 at 4% or $240,685 at 6%.
201314$923,778$105,437$26,359iApproximate average salary by contribution assumption: employee only about $658,981 at 4% or $439,321 at 6%; with 50% employer match about $439,321 at 4% or $292,881 at 6%; with 100% employer match about $329,491 at 4% or $219,660 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$923,778$105,437$26,359iApproximate average salary by contribution assumption: employee only about $658,981 at 4% or $439,321 at 6%; with 50% employer match about $439,321 at 4% or $292,881 at 6%; with 100% employer match about $329,491 at 4% or $219,660 at 6%.
201214$690,336$103,822$25,956iApproximate average salary by contribution assumption: employee only about $648,888 at 4% or $432,592 at 6%; with 50% employer match about $432,592 at 4% or $288,394 at 6%; with 100% employer match about $324,444 at 4% or $216,296 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$690,336$103,822$25,956iApproximate average salary by contribution assumption: employee only about $648,888 at 4% or $432,592 at 6%; with 50% employer match about $432,592 at 4% or $288,394 at 6%; with 100% employer match about $324,444 at 4% or $216,296 at 6%.
201114$516,678$101,568$25,392iApproximate average salary by contribution assumption: employee only about $634,800 at 4% or $423,200 at 6%; with 50% employer match about $423,200 at 4% or $282,133 at 6%; with 100% employer match about $317,400 at 4% or $211,600 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$516,678$101,568$25,392iApproximate average salary by contribution assumption: employee only about $634,800 at 4% or $423,200 at 6%; with 50% employer match about $423,200 at 4% or $282,133 at 6%; with 100% employer match about $317,400 at 4% or $211,600 at 6%.
201014$440,615$93,108$23,277iApproximate average salary by contribution assumption: employee only about $581,925 at 4% or $387,950 at 6%; with 50% employer match about $387,950 at 4% or $258,633 at 6%; with 100% employer match about $290,963 at 4% or $193,975 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$440,615$93,108$23,277iApproximate average salary by contribution assumption: employee only about $581,925 at 4% or $387,950 at 6%; with 50% employer match about $387,950 at 4% or $258,633 at 6%; with 100% employer match about $290,963 at 4% or $193,975 at 6%.
200914$304,576$90,358$22,590iApproximate average salary by contribution assumption: employee only about $564,738 at 4% or $376,492 at 6%; with 50% employer match about $376,492 at 4% or $250,994 at 6%; with 100% employer match about $282,369 at 4% or $188,246 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-4$304,576$90,358$22,590iApproximate average salary by contribution assumption: employee only about $564,738 at 4% or $376,492 at 6%; with 50% employer match about $376,492 at 4% or $250,994 at 6%; with 100% employer match about $282,369 at 4% or $188,246 at 6%.
200813$150,863$83,900$27,967iApproximate average salary by contribution assumption: employee only about $699,167 at 4% or $466,111 at 6%; with 50% employer match about $466,111 at 4% or $310,741 at 6%; with 100% employer match about $349,583 at 4% or $233,056 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-3$150,863$83,900$27,967iApproximate average salary by contribution assumption: employee only about $699,167 at 4% or $466,111 at 6%; with 50% employer match about $466,111 at 4% or $310,741 at 6%; with 100% employer match about $349,583 at 4% or $233,056 at 6%.
200713$0$0-
Urda Wealth Management Inc. 401K Profit Sharing Plan-3---
200613$76,317$74,897$24,966iApproximate average salary by contribution assumption: employee only about $624,142 at 4% or $416,094 at 6%; with 50% employer match about $416,094 at 4% or $277,396 at 6%; with 100% employer match about $312,071 at 4% or $208,047 at 6%.
Urda Wealth Management Inc. 401K Profit Sharing Plan-3$76,317$74,897$24,966iApproximate average salary by contribution assumption: employee only about $624,142 at 4% or $416,094 at 6%; with 50% employer match about $416,094 at 4% or $277,396 at 6%; with 100% employer match about $312,071 at 4% or $208,047 at 6%.