Civic Intelligence

Wealthpire Inc

Plan context: Wealthpire Inc 401(K) Profit Sharing Plan & Trust

EIN 20-5492561 • Santa Monica, CA • 15 filings • 3 plans

3435 Ocean Park Blvd Ste 107Santa Monica, CA 90405-3320
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,152,048

2025 Contributions

$77,345

Historical Graphs

Total Assets Over Time

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

$2,152,048$1,076,024$0201320192025YearValue
$2,152,048Latest year 2025

Participants Over Time

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

740201320192025YearValue
4Latest year 2025

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
202514$2,152,048$77,345$19,336iApproximate average salary by contribution assumption: employee only about $483,406 at 4% or $322,271 at 6%; with 50% employer match about $322,271 at 4% or $214,847 at 6%; with 100% employer match about $241,703 at 4% or $161,135 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-4$2,152,048$77,345$19,336iApproximate average salary by contribution assumption: employee only about $483,406 at 4% or $322,271 at 6%; with 50% employer match about $322,271 at 4% or $214,847 at 6%; with 100% employer match about $241,703 at 4% or $161,135 at 6%.
202416$1,815,912$95,817$15,970iApproximate average salary by contribution assumption: employee only about $399,238 at 4% or $266,158 at 6%; with 50% employer match about $266,158 at 4% or $177,439 at 6%; with 100% employer match about $199,619 at 4% or $133,079 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-6$1,815,912$95,817$15,970iApproximate average salary by contribution assumption: employee only about $399,238 at 4% or $266,158 at 6%; with 50% employer match about $266,158 at 4% or $177,439 at 6%; with 100% employer match about $199,619 at 4% or $133,079 at 6%.
202316$1,426,182$76,041$12,674iApproximate average salary by contribution assumption: employee only about $316,838 at 4% or $211,225 at 6%; with 50% employer match about $211,225 at 4% or $140,817 at 6%; with 100% employer match about $158,419 at 4% or $105,613 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-6$1,426,182$76,041$12,674iApproximate average salary by contribution assumption: employee only about $316,838 at 4% or $211,225 at 6%; with 50% employer match about $211,225 at 4% or $140,817 at 6%; with 100% employer match about $158,419 at 4% or $105,613 at 6%.
202216$1,078,716$87,771$14,629iApproximate average salary by contribution assumption: employee only about $365,713 at 4% or $243,808 at 6%; with 50% employer match about $243,808 at 4% or $162,539 at 6%; with 100% employer match about $182,856 at 4% or $121,904 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-6$1,078,716$87,771$14,629iApproximate average salary by contribution assumption: employee only about $365,713 at 4% or $243,808 at 6%; with 50% employer match about $243,808 at 4% or $162,539 at 6%; with 100% employer match about $182,856 at 4% or $121,904 at 6%.
202115$1,247,954$65,850$13,170iApproximate average salary by contribution assumption: employee only about $329,250 at 4% or $219,500 at 6%; with 50% employer match about $219,500 at 4% or $146,333 at 6%; with 100% employer match about $164,625 at 4% or $109,750 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-5$1,247,954$65,850$13,170iApproximate average salary by contribution assumption: employee only about $329,250 at 4% or $219,500 at 6%; with 50% employer match about $219,500 at 4% or $146,333 at 6%; with 100% employer match about $164,625 at 4% or $109,750 at 6%.
202017$1,003,780$67,942$9,706iApproximate average salary by contribution assumption: employee only about $242,650 at 4% or $161,767 at 6%; with 50% employer match about $161,767 at 4% or $107,844 at 6%; with 100% employer match about $121,325 at 4% or $80,883 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-7$1,003,780$67,942$9,706iApproximate average salary by contribution assumption: employee only about $242,650 at 4% or $161,767 at 6%; with 50% employer match about $161,767 at 4% or $107,844 at 6%; with 100% employer match about $121,325 at 4% or $80,883 at 6%.
201915$779,117$58,904$11,781iApproximate average salary by contribution assumption: employee only about $294,520 at 4% or $196,347 at 6%; with 50% employer match about $196,347 at 4% or $130,898 at 6%; with 100% employer match about $147,260 at 4% or $98,173 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-5$779,117$58,904$11,781iApproximate average salary by contribution assumption: employee only about $294,520 at 4% or $196,347 at 6%; with 50% employer match about $196,347 at 4% or $130,898 at 6%; with 100% employer match about $147,260 at 4% or $98,173 at 6%.
201814$565,844$31,100$7,775iApproximate average salary by contribution assumption: employee only about $194,375 at 4% or $129,583 at 6%; with 50% employer match about $129,583 at 4% or $86,389 at 6%; with 100% employer match about $97,188 at 4% or $64,792 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-4$565,844$31,100$7,775iApproximate average salary by contribution assumption: employee only about $194,375 at 4% or $129,583 at 6%; with 50% employer match about $129,583 at 4% or $86,389 at 6%; with 100% employer match about $97,188 at 4% or $64,792 at 6%.
201712$580,820$22,800$11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-2$580,820$22,800$11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%.
201622$523,048$53,795$26,898iApproximate average salary by contribution assumption: employee only about $672,438 at 4% or $448,292 at 6%; with 50% employer match about $448,292 at 4% or $298,861 at 6%; with 100% employer match about $336,219 at 4% or $224,146 at 6%.
WEALTHPIRE INC. 401(K) PROFIT SHARING PLAN-2$505,822$23,883$11,942iApproximate average salary by contribution assumption: employee only about $298,538 at 4% or $199,025 at 6%; with 50% employer match about $199,025 at 4% or $132,683 at 6%; with 100% employer match about $149,269 at 4% or $99,513 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-2$17,226$29,912$14,956iApproximate average salary by contribution assumption: employee only about $373,900 at 4% or $249,267 at 6%; with 50% employer match about $249,267 at 4% or $166,178 at 6%; with 100% employer match about $186,950 at 4% or $124,633 at 6%.
201522$877,782$58,636$29,318iApproximate average salary by contribution assumption: employee only about $732,950 at 4% or $488,633 at 6%; with 50% employer match about $488,633 at 4% or $325,756 at 6%; with 100% employer match about $366,475 at 4% or $244,317 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-2$438,891$27,798$13,899iApproximate average salary by contribution assumption: employee only about $347,475 at 4% or $231,650 at 6%; with 50% employer match about $231,650 at 4% or $154,433 at 6%; with 100% employer match about $173,738 at 4% or $115,825 at 6%.
WEALTHPIRE INC. 401(K) PROFIT SHARING PLAN-2$438,891$30,838$15,419iApproximate average salary by contribution assumption: employee only about $385,475 at 4% or $256,983 at 6%; with 50% employer match about $256,983 at 4% or $171,322 at 6%; with 100% employer match about $192,738 at 4% or $128,492 at 6%.
201412$421,678$33,649$16,825iApproximate average salary by contribution assumption: employee only about $420,613 at 4% or $280,408 at 6%; with 50% employer match about $280,408 at 4% or $186,939 at 6%; with 100% employer match about $210,306 at 4% or $140,204 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-2$421,678$33,649$16,825iApproximate average salary by contribution assumption: employee only about $420,613 at 4% or $280,408 at 6%; with 50% employer match about $280,408 at 4% or $186,939 at 6%; with 100% employer match about $210,306 at 4% or $140,204 at 6%.
201312$399,400$28,400$14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%.
Wealthpire Inc 401(K) Profit Sharing Plan & Trust-2$399,400$28,400$14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%.