Civic Intelligence

Schiavi & Company LLC DBA Clariti Wealth Advisors

Plan context: Clariti Wealth Advisors 401(K) Profit Sharing Plan

EIN 20-8034395 • Wilmington, DE • 18 filings • 5 plans

2710 Centerville RoadSuite 201Wilmington, DE 19808
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,845,191

2024 Contributions

$253,535

Historical Graphs

Total Assets Over Time

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

$5,170,463$2,585,232$0200720162024YearValue
$4,845,191Latest year 2024

Participants Over Time

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

1160200720162024YearValue
10Latest 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
2024110$4,845,191$253,535$25,354iApproximate average salary by contribution assumption: employee only about $633,838 at 4% or $422,558 at 6%; with 50% employer match about $422,558 at 4% or $281,706 at 6%; with 100% employer match about $316,919 at 4% or $211,279 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-10$4,845,191$253,535$25,354iApproximate average salary by contribution assumption: employee only about $633,838 at 4% or $422,558 at 6%; with 50% employer match about $422,558 at 4% or $281,706 at 6%; with 100% employer match about $316,919 at 4% or $211,279 at 6%.
2023111$4,381,749$248,077$22,552iApproximate average salary by contribution assumption: employee only about $563,811 at 4% or $375,874 at 6%; with 50% employer match about $375,874 at 4% or $250,583 at 6%; with 100% employer match about $281,906 at 4% or $187,937 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-11$4,381,749$248,077$22,552iApproximate average salary by contribution assumption: employee only about $563,811 at 4% or $375,874 at 6%; with 50% employer match about $375,874 at 4% or $250,583 at 6%; with 100% employer match about $281,906 at 4% or $187,937 at 6%.
2022111$3,759,181$211,440$19,222iApproximate average salary by contribution assumption: employee only about $480,545 at 4% or $320,364 at 6%; with 50% employer match about $320,364 at 4% or $213,576 at 6%; with 100% employer match about $240,273 at 4% or $160,182 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-11$3,759,181$211,440$19,222iApproximate average salary by contribution assumption: employee only about $480,545 at 4% or $320,364 at 6%; with 50% employer match about $320,364 at 4% or $213,576 at 6%; with 100% employer match about $240,273 at 4% or $160,182 at 6%.
2021110$3,735,688$190,071$19,007iApproximate average salary by contribution assumption: employee only about $475,177 at 4% or $316,785 at 6%; with 50% employer match about $316,785 at 4% or $211,190 at 6%; with 100% employer match about $237,589 at 4% or $158,393 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-10$3,735,688$190,071$19,007iApproximate average salary by contribution assumption: employee only about $475,177 at 4% or $316,785 at 6%; with 50% employer match about $316,785 at 4% or $211,190 at 6%; with 100% employer match about $237,589 at 4% or $158,393 at 6%.
2020110$5,170,463$212,917$21,292iApproximate average salary by contribution assumption: employee only about $532,293 at 4% or $354,862 at 6%; with 50% employer match about $354,862 at 4% or $236,574 at 6%; with 100% employer match about $266,146 at 4% or $177,431 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-10$5,170,463$212,917$21,292iApproximate average salary by contribution assumption: employee only about $532,293 at 4% or $354,862 at 6%; with 50% employer match about $354,862 at 4% or $236,574 at 6%; with 100% employer match about $266,146 at 4% or $177,431 at 6%.
201919$4,801,944$235,285$26,143iApproximate average salary by contribution assumption: employee only about $653,569 at 4% or $435,713 at 6%; with 50% employer match about $435,713 at 4% or $290,475 at 6%; with 100% employer match about $326,785 at 4% or $217,856 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-9$4,801,944$235,285$26,143iApproximate average salary by contribution assumption: employee only about $653,569 at 4% or $435,713 at 6%; with 50% employer match about $435,713 at 4% or $290,475 at 6%; with 100% employer match about $326,785 at 4% or $217,856 at 6%.
201819$4,191,287$1,017,736$113,082iApproximate average salary by contribution assumption: employee only about $2,827,044 at 4% or $1,884,696 at 6%; with 50% employer match about $1,884,696 at 4% or $1,256,464 at 6%; with 100% employer match about $1,413,522 at 4% or $942,348 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-9$4,191,287$1,017,736$113,082iApproximate average salary by contribution assumption: employee only about $2,827,044 at 4% or $1,884,696 at 6%; with 50% employer match about $1,884,696 at 4% or $1,256,464 at 6%; with 100% employer match about $1,413,522 at 4% or $942,348 at 6%.
201718$3,295,229$195,631$24,454iApproximate average salary by contribution assumption: employee only about $611,347 at 4% or $407,565 at 6%; with 50% employer match about $407,565 at 4% or $271,710 at 6%; with 100% employer match about $305,673 at 4% or $203,782 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-8$3,295,229$195,631$24,454iApproximate average salary by contribution assumption: employee only about $611,347 at 4% or $407,565 at 6%; with 50% employer match about $407,565 at 4% or $271,710 at 6%; with 100% employer match about $305,673 at 4% or $203,782 at 6%.
201618$2,888,278$186,301$23,288iApproximate average salary by contribution assumption: employee only about $582,191 at 4% or $388,127 at 6%; with 50% employer match about $388,127 at 4% or $258,751 at 6%; with 100% employer match about $291,095 at 4% or $194,064 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-8$2,888,278$186,301$23,288iApproximate average salary by contribution assumption: employee only about $582,191 at 4% or $388,127 at 6%; with 50% employer match about $388,127 at 4% or $258,751 at 6%; with 100% employer match about $291,095 at 4% or $194,064 at 6%.
201517$2,508,166$193,931$27,704iApproximate average salary by contribution assumption: employee only about $692,611 at 4% or $461,740 at 6%; with 50% employer match about $461,740 at 4% or $307,827 at 6%; with 100% employer match about $346,305 at 4% or $230,870 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-7$2,508,166$193,931$27,704iApproximate average salary by contribution assumption: employee only about $692,611 at 4% or $461,740 at 6%; with 50% employer match about $461,740 at 4% or $307,827 at 6%; with 100% employer match about $346,305 at 4% or $230,870 at 6%.
201418$2,468,026$162,508$20,314iApproximate average salary by contribution assumption: employee only about $507,838 at 4% or $338,558 at 6%; with 50% employer match about $338,558 at 4% or $225,706 at 6%; with 100% employer match about $253,919 at 4% or $169,279 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-8$2,468,026$162,508$20,314iApproximate average salary by contribution assumption: employee only about $507,838 at 4% or $338,558 at 6%; with 50% employer match about $338,558 at 4% or $225,706 at 6%; with 100% employer match about $253,919 at 4% or $169,279 at 6%.
201318$2,259,301$133,859$16,732iApproximate average salary by contribution assumption: employee only about $418,309 at 4% or $278,873 at 6%; with 50% employer match about $278,873 at 4% or $185,915 at 6%; with 100% employer match about $209,155 at 4% or $139,436 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-8$2,259,301$133,859$16,732iApproximate average salary by contribution assumption: employee only about $418,309 at 4% or $278,873 at 6%; with 50% employer match about $278,873 at 4% or $185,915 at 6%; with 100% employer match about $209,155 at 4% or $139,436 at 6%.
201219$2,025,492$115,326$12,814iApproximate average salary by contribution assumption: employee only about $320,350 at 4% or $213,567 at 6%; with 50% employer match about $213,567 at 4% or $142,378 at 6%; with 100% employer match about $160,175 at 4% or $106,783 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-9$2,025,492$115,326$12,814iApproximate average salary by contribution assumption: employee only about $320,350 at 4% or $213,567 at 6%; with 50% employer match about $213,567 at 4% or $142,378 at 6%; with 100% employer match about $160,175 at 4% or $106,783 at 6%.
201116$1,778,870$96,274$16,046iApproximate average salary by contribution assumption: employee only about $401,142 at 4% or $267,428 at 6%; with 50% employer match about $267,428 at 4% or $178,285 at 6%; with 100% employer match about $200,571 at 4% or $133,714 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-6$1,778,870$96,274$16,046iApproximate average salary by contribution assumption: employee only about $401,142 at 4% or $267,428 at 6%; with 50% employer match about $267,428 at 4% or $178,285 at 6%; with 100% employer match about $200,571 at 4% or $133,714 at 6%.
201016$1,641,172$87,281$14,547iApproximate average salary by contribution assumption: employee only about $363,671 at 4% or $242,447 at 6%; with 50% employer match about $242,447 at 4% or $161,631 at 6%; with 100% employer match about $181,835 at 4% or $121,224 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-6$1,641,172$87,281$14,547iApproximate average salary by contribution assumption: employee only about $363,671 at 4% or $242,447 at 6%; with 50% employer match about $242,447 at 4% or $161,631 at 6%; with 100% employer match about $181,835 at 4% or $121,224 at 6%.
200916$1,403,953$95,793$15,966iApproximate average salary by contribution assumption: employee only about $399,138 at 4% or $266,092 at 6%; with 50% employer match about $266,092 at 4% or $177,394 at 6%; with 100% employer match about $199,569 at 4% or $133,046 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-6$1,403,953$95,793$15,966iApproximate average salary by contribution assumption: employee only about $399,138 at 4% or $266,092 at 6%; with 50% employer match about $266,092 at 4% or $177,394 at 6%; with 100% employer match about $199,569 at 4% or $133,046 at 6%.
200817$1,076,214$91,632$13,090iApproximate average salary by contribution assumption: employee only about $327,257 at 4% or $218,171 at 6%; with 50% employer match about $218,171 at 4% or $145,448 at 6%; with 100% employer match about $163,629 at 4% or $109,086 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-7$1,076,214$91,632$13,090iApproximate average salary by contribution assumption: employee only about $327,257 at 4% or $218,171 at 6%; with 50% employer match about $218,171 at 4% or $145,448 at 6%; with 100% employer match about $163,629 at 4% or $109,086 at 6%.
200716$1,298,830$132,892$22,149iApproximate average salary by contribution assumption: employee only about $553,717 at 4% or $369,144 at 6%; with 50% employer match about $369,144 at 4% or $246,096 at 6%; with 100% employer match about $276,858 at 4% or $184,572 at 6%.
Clariti Wealth Advisors 401(K) Profit Sharing Plan-6$1,298,830$132,892$22,149iApproximate average salary by contribution assumption: employee only about $553,717 at 4% or $369,144 at 6%; with 50% employer match about $369,144 at 4% or $246,096 at 6%; with 100% employer match about $276,858 at 4% or $184,572 at 6%.