Civic Intelligence

Atherton Wealth Advisors Inc.

Plan context: Atherton Wealth Advisors Inc. 401(K) Plan

EIN 20-8541501 • Rocklin, CA • 18 filings • 3 plans

5854 Lonetree Blvd.Rocklin, CA 95765
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,974,126

2024 Contributions

$138,296

Historical Graphs

Total Assets Over Time

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

$1,974,126$987,063$0200920172024YearValue
$1,974,126Latest year 2024

Participants Over Time

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

740200720162024YearValue
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
202415$1,974,126$138,296$27,659iApproximate average salary by contribution assumption: employee only about $691,480 at 4% or $460,987 at 6%; with 50% employer match about $460,987 at 4% or $307,324 at 6%; with 100% employer match about $345,740 at 4% or $230,493 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-5$1,974,126$138,296$27,659iApproximate average salary by contribution assumption: employee only about $691,480 at 4% or $460,987 at 6%; with 50% employer match about $460,987 at 4% or $307,324 at 6%; with 100% employer match about $345,740 at 4% or $230,493 at 6%.
202316$1,702,393$151,251$25,209iApproximate average salary by contribution assumption: employee only about $630,213 at 4% or $420,142 at 6%; with 50% employer match about $420,142 at 4% or $280,094 at 6%; with 100% employer match about $315,106 at 4% or $210,071 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-6$1,702,393$151,251$25,209iApproximate average salary by contribution assumption: employee only about $630,213 at 4% or $420,142 at 6%; with 50% employer match about $420,142 at 4% or $280,094 at 6%; with 100% employer match about $315,106 at 4% or $210,071 at 6%.
202217$1,481,968$110,244$15,749iApproximate average salary by contribution assumption: employee only about $393,729 at 4% or $262,486 at 6%; with 50% employer match about $262,486 at 4% or $174,990 at 6%; with 100% employer match about $196,864 at 4% or $131,243 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$1,481,968$110,244$15,749iApproximate average salary by contribution assumption: employee only about $393,729 at 4% or $262,486 at 6%; with 50% employer match about $262,486 at 4% or $174,990 at 6%; with 100% employer match about $196,864 at 4% or $131,243 at 6%.
202117$1,638,757$101,145$14,449iApproximate average salary by contribution assumption: employee only about $361,232 at 4% or $240,821 at 6%; with 50% employer match about $240,821 at 4% or $160,548 at 6%; with 100% employer match about $180,616 at 4% or $120,411 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$1,638,757$101,145$14,449iApproximate average salary by contribution assumption: employee only about $361,232 at 4% or $240,821 at 6%; with 50% employer match about $240,821 at 4% or $160,548 at 6%; with 100% employer match about $180,616 at 4% or $120,411 at 6%.
202017$1,410,568$94,596$13,514iApproximate average salary by contribution assumption: employee only about $337,843 at 4% or $225,229 at 6%; with 50% employer match about $225,229 at 4% or $150,152 at 6%; with 100% employer match about $168,921 at 4% or $112,614 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$1,410,568$94,596$13,514iApproximate average salary by contribution assumption: employee only about $337,843 at 4% or $225,229 at 6%; with 50% employer match about $225,229 at 4% or $150,152 at 6%; with 100% employer match about $168,921 at 4% or $112,614 at 6%.
201917$1,172,850$87,643$12,520iApproximate average salary by contribution assumption: employee only about $313,011 at 4% or $208,674 at 6%; with 50% employer match about $208,674 at 4% or $139,116 at 6%; with 100% employer match about $156,505 at 4% or $104,337 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$1,172,850$87,643$12,520iApproximate average salary by contribution assumption: employee only about $313,011 at 4% or $208,674 at 6%; with 50% employer match about $208,674 at 4% or $139,116 at 6%; with 100% employer match about $156,505 at 4% or $104,337 at 6%.
201817$935,258$109,134$15,591iApproximate average salary by contribution assumption: employee only about $389,764 at 4% or $259,843 at 6%; with 50% employer match about $259,843 at 4% or $173,229 at 6%; with 100% employer match about $194,882 at 4% or $129,921 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$935,258$109,134$15,591iApproximate average salary by contribution assumption: employee only about $389,764 at 4% or $259,843 at 6%; with 50% employer match about $259,843 at 4% or $173,229 at 6%; with 100% employer match about $194,882 at 4% or $129,921 at 6%.
201717$995,642$89,448$12,778iApproximate average salary by contribution assumption: employee only about $319,457 at 4% or $212,971 at 6%; with 50% employer match about $212,971 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$995,642$89,448$12,778iApproximate average salary by contribution assumption: employee only about $319,457 at 4% or $212,971 at 6%; with 50% employer match about $212,971 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%.
201617$799,198$96,322$13,760iApproximate average salary by contribution assumption: employee only about $344,007 at 4% or $229,338 at 6%; with 50% employer match about $229,338 at 4% or $152,892 at 6%; with 100% employer match about $172,004 at 4% or $114,669 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$799,198$96,322$13,760iApproximate average salary by contribution assumption: employee only about $344,007 at 4% or $229,338 at 6%; with 50% employer match about $229,338 at 4% or $152,892 at 6%; with 100% employer match about $172,004 at 4% or $114,669 at 6%.
201517$678,196$109,965$15,709iApproximate average salary by contribution assumption: employee only about $392,732 at 4% or $261,821 at 6%; with 50% employer match about $261,821 at 4% or $174,548 at 6%; with 100% employer match about $196,366 at 4% or $130,911 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$678,196$109,965$15,709iApproximate average salary by contribution assumption: employee only about $392,732 at 4% or $261,821 at 6%; with 50% employer match about $261,821 at 4% or $174,548 at 6%; with 100% employer match about $196,366 at 4% or $130,911 at 6%.
201417$617,621$79,954$11,422iApproximate average salary by contribution assumption: employee only about $285,550 at 4% or $190,367 at 6%; with 50% employer match about $190,367 at 4% or $126,911 at 6%; with 100% employer match about $142,775 at 4% or $95,183 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$617,621$79,954$11,422iApproximate average salary by contribution assumption: employee only about $285,550 at 4% or $190,367 at 6%; with 50% employer match about $190,367 at 4% or $126,911 at 6%; with 100% employer match about $142,775 at 4% or $95,183 at 6%.
201317$530,319$107,720$15,389iApproximate average salary by contribution assumption: employee only about $384,714 at 4% or $256,476 at 6%; with 50% employer match about $256,476 at 4% or $170,984 at 6%; with 100% employer match about $192,357 at 4% or $128,238 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7$530,319$107,720$15,389iApproximate average salary by contribution assumption: employee only about $384,714 at 4% or $256,476 at 6%; with 50% employer match about $256,476 at 4% or $170,984 at 6%; with 100% employer match about $192,357 at 4% or $128,238 at 6%.
201215$381,379$68,563$13,713iApproximate average salary by contribution assumption: employee only about $342,815 at 4% or $228,543 at 6%; with 50% employer match about $228,543 at 4% or $152,362 at 6%; with 100% employer match about $171,408 at 4% or $114,272 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-5$381,379$68,563$13,713iApproximate average salary by contribution assumption: employee only about $342,815 at 4% or $228,543 at 6%; with 50% employer match about $228,543 at 4% or $152,362 at 6%; with 100% employer match about $171,408 at 4% or $114,272 at 6%.
201115$299,640$104,558$20,912iApproximate average salary by contribution assumption: employee only about $522,790 at 4% or $348,527 at 6%; with 50% employer match about $348,527 at 4% or $232,351 at 6%; with 100% employer match about $261,395 at 4% or $174,263 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-5$299,640$104,558$20,912iApproximate average salary by contribution assumption: employee only about $522,790 at 4% or $348,527 at 6%; with 50% employer match about $348,527 at 4% or $232,351 at 6%; with 100% employer match about $261,395 at 4% or $174,263 at 6%.
201027$237,091$101,636$14,519iApproximate average salary by contribution assumption: employee only about $362,986 at 4% or $241,990 at 6%; with 50% employer match about $241,990 at 4% or $161,327 at 6%; with 100% employer match about $181,493 at 4% or $120,995 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-5$237,091$101,636$20,327iApproximate average salary by contribution assumption: employee only about $508,180 at 4% or $338,787 at 6%; with 50% employer match about $338,787 at 4% or $225,858 at 6%; with 100% employer match about $254,090 at 4% or $169,393 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-7---
200916$124,314$37,497$6,250iApproximate average salary by contribution assumption: employee only about $156,238 at 4% or $104,158 at 6%; with 50% employer match about $104,158 at 4% or $69,439 at 6%; with 100% employer match about $78,119 at 4% or $52,079 at 6%.
Atherton Wealth Advisors Inc. 401(K) Plan-6$124,314$37,497$6,250iApproximate average salary by contribution assumption: employee only about $156,238 at 4% or $104,158 at 6%; with 50% employer match about $104,158 at 4% or $69,439 at 6%; with 100% employer match about $78,119 at 4% or $52,079 at 6%.
200715$0$0-
Atherton Wealth Advisors Inc. 401(K) Plan-5---