Civic Intelligence

The Wealth Collaborative Inc.

Plan context: The Wealth Collaborative Inc. 401(K) Profit Sharing Plan

EIN 26-0141151 • Westlake Village, CA • 28 filings • 4 plans

30699 Russell Ranch Road, Suite 185Westlake Village, CA 91362-7377
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$3,562,188

2025 Contributions

$137,500

Historical Graphs

Total Assets Over Time

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

$6,300,610$3,150,305$0200720162025YearValue
$3,562,188Latest year 2025

Participants Over Time

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

530200720162025YearValue
2Latest 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
202512$3,562,188$137,500$68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$3,562,188$137,500$68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%.
202412$6,300,610$135,800$67,900iApproximate average salary by contribution assumption: employee only about $1,697,500 at 4% or $1,131,667 at 6%; with 50% employer match about $1,131,667 at 4% or $754,444 at 6%; with 100% employer match about $848,750 at 4% or $565,833 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$6,300,610$135,800$67,900iApproximate average salary by contribution assumption: employee only about $1,697,500 at 4% or $1,131,667 at 6%; with 50% employer match about $1,131,667 at 4% or $754,444 at 6%; with 100% employer match about $848,750 at 4% or $565,833 at 6%.
202322$5,651,088$532,727$266,364iApproximate average salary by contribution assumption: employee only about $6,659,088 at 4% or $4,439,392 at 6%; with 50% employer match about $4,439,392 at 4% or $2,959,594 at 6%; with 100% employer match about $3,329,544 at 4% or $2,219,696 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$5,651,088$518,677$259,339iApproximate average salary by contribution assumption: employee only about $6,483,463 at 4% or $4,322,308 at 6%; with 50% employer match about $4,322,308 at 4% or $2,881,539 at 6%; with 100% employer match about $3,241,731 at 4% or $2,161,154 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-0$0$14,050-
202222$4,967,215$501,535$250,768iApproximate average salary by contribution assumption: employee only about $6,269,188 at 4% or $4,179,458 at 6%; with 50% employer match about $4,179,458 at 4% or $2,786,306 at 6%; with 100% employer match about $3,134,594 at 4% or $2,089,729 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$4,542,931$501,535$250,768iApproximate average salary by contribution assumption: employee only about $6,269,188 at 4% or $4,179,458 at 6%; with 50% employer match about $4,179,458 at 4% or $2,786,306 at 6%; with 100% employer match about $3,134,594 at 4% or $2,089,729 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$424,284$0-
202122$5,501,258$2,695,049$1,347,525iApproximate average salary by contribution assumption: employee only about $33,688,113 at 4% or $22,458,742 at 6%; with 50% employer match about $22,458,742 at 4% or $14,972,494 at 6%; with 100% employer match about $16,844,056 at 4% or $11,229,371 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$4,568,517$2,395,049$1,197,525iApproximate average salary by contribution assumption: employee only about $29,938,113 at 4% or $19,958,742 at 6%; with 50% employer match about $19,958,742 at 4% or $13,305,828 at 6%; with 100% employer match about $14,969,056 at 4% or $9,979,371 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$932,741$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
202022$4,491,346$408,650$204,325iApproximate average salary by contribution assumption: employee only about $5,108,125 at 4% or $3,405,417 at 6%; with 50% employer match about $3,405,417 at 4% or $2,270,278 at 6%; with 100% employer match about $2,554,063 at 4% or $1,702,708 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$2,632,985$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$1,858,361$108,650$54,325iApproximate average salary by contribution assumption: employee only about $1,358,125 at 4% or $905,417 at 6%; with 50% employer match about $905,417 at 4% or $603,611 at 6%; with 100% employer match about $679,063 at 4% or $452,708 at 6%.
201922$3,804,885$535,000$267,500iApproximate average salary by contribution assumption: employee only about $6,687,500 at 4% or $4,458,333 at 6%; with 50% employer match about $4,458,333 at 4% or $2,972,222 at 6%; with 100% employer match about $3,343,750 at 4% or $2,229,167 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$2,157,589$440,000$220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$1,647,296$95,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
201822$2,787,403$528,250$264,125iApproximate average salary by contribution assumption: employee only about $6,603,125 at 4% or $4,402,083 at 6%; with 50% employer match about $4,402,083 at 4% or $2,934,722 at 6%; with 100% employer match about $3,301,563 at 4% or $2,201,042 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$1,450,096$435,000$217,500iApproximate average salary by contribution assumption: employee only about $5,437,500 at 4% or $3,625,000 at 6%; with 50% employer match about $3,625,000 at 4% or $2,416,667 at 6%; with 100% employer match about $2,718,750 at 4% or $1,812,500 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$1,337,307$93,250$46,625iApproximate average salary by contribution assumption: employee only about $1,165,625 at 4% or $777,083 at 6%; with 50% employer match about $777,083 at 4% or $518,056 at 6%; with 100% employer match about $582,813 at 4% or $388,542 at 6%.
201722$2,421,032$406,500$203,250iApproximate average salary by contribution assumption: employee only about $5,081,250 at 4% or $3,387,500 at 6%; with 50% employer match about $3,387,500 at 4% or $2,258,333 at 6%; with 100% employer match about $2,540,625 at 4% or $1,693,750 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$1,325,533$91,500$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$1,095,499$315,000$157,500iApproximate average salary by contribution assumption: employee only about $3,937,500 at 4% or $2,625,000 at 6%; with 50% employer match about $2,625,000 at 4% or $1,750,000 at 6%; with 100% employer match about $1,968,750 at 4% or $1,312,500 at 6%.
201622$1,748,211$318,449$159,225iApproximate average salary by contribution assumption: employee only about $3,980,613 at 4% or $2,653,742 at 6%; with 50% employer match about $2,653,742 at 4% or $1,769,161 at 6%; with 100% employer match about $1,990,306 at 4% or $1,326,871 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$1,084,237$90,250$45,125iApproximate average salary by contribution assumption: employee only about $1,128,125 at 4% or $752,083 at 6%; with 50% employer match about $752,083 at 4% or $501,389 at 6%; with 100% employer match about $564,063 at 4% or $376,042 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$663,974$228,199$114,100iApproximate average salary by contribution assumption: employee only about $2,852,488 at 4% or $1,901,658 at 6%; with 50% employer match about $1,901,658 at 4% or $1,267,772 at 6%; with 100% employer match about $1,426,244 at 4% or $950,829 at 6%.
201522$1,289,573$467,250$233,625iApproximate average salary by contribution assumption: employee only about $5,840,625 at 4% or $3,893,750 at 6%; with 50% employer match about $3,893,750 at 4% or $2,595,833 at 6%; with 100% employer match about $2,920,313 at 4% or $1,946,875 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-2$912,573$90,250$45,125iApproximate average salary by contribution assumption: employee only about $1,128,125 at 4% or $752,083 at 6%; with 50% employer match about $752,083 at 4% or $501,389 at 6%; with 100% employer match about $564,063 at 4% or $376,042 at 6%.
THE WEALTH COLLABORATIVE, INC. DEFINED BENEFIT PENSION PLAN-2$377,000$377,000$188,500iApproximate average salary by contribution assumption: employee only about $4,712,500 at 4% or $3,141,667 at 6%; with 50% employer match about $3,141,667 at 4% or $2,094,444 at 6%; with 100% employer match about $2,356,250 at 4% or $1,570,833 at 6%.
201413$942,949$66,103$22,034iApproximate average salary by contribution assumption: employee only about $550,858 at 4% or $367,239 at 6%; with 50% employer match about $367,239 at 4% or $244,826 at 6%; with 100% employer match about $275,429 at 4% or $183,619 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-3$942,949$66,103$22,034iApproximate average salary by contribution assumption: employee only about $550,858 at 4% or $367,239 at 6%; with 50% employer match about $367,239 at 4% or $244,826 at 6%; with 100% employer match about $275,429 at 4% or $183,619 at 6%.
201315$866,685$69,945$13,989iApproximate average salary by contribution assumption: employee only about $349,725 at 4% or $233,150 at 6%; with 50% employer match about $233,150 at 4% or $155,433 at 6%; with 100% employer match about $174,863 at 4% or $116,575 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-5$866,685$69,945$13,989iApproximate average salary by contribution assumption: employee only about $349,725 at 4% or $233,150 at 6%; with 50% employer match about $233,150 at 4% or $155,433 at 6%; with 100% employer match about $174,863 at 4% or $116,575 at 6%.
201215$706,746$71,181$14,236iApproximate average salary by contribution assumption: employee only about $355,905 at 4% or $237,270 at 6%; with 50% employer match about $237,270 at 4% or $158,180 at 6%; with 100% employer match about $177,953 at 4% or $118,635 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-5$706,746$71,181$14,236iApproximate average salary by contribution assumption: employee only about $355,905 at 4% or $237,270 at 6%; with 50% employer match about $237,270 at 4% or $158,180 at 6%; with 100% employer match about $177,953 at 4% or $118,635 at 6%.
201114$556,671$69,043$17,261iApproximate average salary by contribution assumption: employee only about $431,519 at 4% or $287,679 at 6%; with 50% employer match about $287,679 at 4% or $191,786 at 6%; with 100% employer match about $215,759 at 4% or $143,840 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-4$556,671$69,043$17,261iApproximate average salary by contribution assumption: employee only about $431,519 at 4% or $287,679 at 6%; with 50% employer match about $287,679 at 4% or $191,786 at 6%; with 100% employer match about $215,759 at 4% or $143,840 at 6%.
201015$606,524$72,358$14,472iApproximate average salary by contribution assumption: employee only about $361,790 at 4% or $241,193 at 6%; with 50% employer match about $241,193 at 4% or $160,796 at 6%; with 100% employer match about $180,895 at 4% or $120,597 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-5$606,524$72,358$14,472iApproximate average salary by contribution assumption: employee only about $361,790 at 4% or $241,193 at 6%; with 50% employer match about $241,193 at 4% or $160,796 at 6%; with 100% employer match about $180,895 at 4% or $120,597 at 6%.
200915$458,440$115,099$23,020iApproximate average salary by contribution assumption: employee only about $575,495 at 4% or $383,663 at 6%; with 50% employer match about $383,663 at 4% or $255,776 at 6%; with 100% employer match about $287,748 at 4% or $191,832 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-5$458,440$115,099$23,020iApproximate average salary by contribution assumption: employee only about $575,495 at 4% or $383,663 at 6%; with 50% employer match about $383,663 at 4% or $255,776 at 6%; with 100% employer match about $287,748 at 4% or $191,832 at 6%.
200814$257,950$61,786$15,447iApproximate average salary by contribution assumption: employee only about $386,163 at 4% or $257,442 at 6%; with 50% employer match about $257,442 at 4% or $171,628 at 6%; with 100% employer match about $193,081 at 4% or $128,721 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-4$257,950$61,786$15,447iApproximate average salary by contribution assumption: employee only about $386,163 at 4% or $257,442 at 6%; with 50% employer match about $257,442 at 4% or $171,628 at 6%; with 100% employer match about $193,081 at 4% or $128,721 at 6%.
200715$326,861$328,215$65,643iApproximate average salary by contribution assumption: employee only about $1,641,075 at 4% or $1,094,050 at 6%; with 50% employer match about $1,094,050 at 4% or $729,367 at 6%; with 100% employer match about $820,538 at 4% or $547,025 at 6%.
The Wealth Collaborative Inc. 401(K) Profit Sharing Plan-5$326,861$328,215$65,643iApproximate average salary by contribution assumption: employee only about $1,641,075 at 4% or $1,094,050 at 6%; with 50% employer match about $1,094,050 at 4% or $729,367 at 6%; with 100% employer match about $820,538 at 4% or $547,025 at 6%.