Civic Intelligence

Pathwise Management LLC

Plan context: Pathwise Leadership 401K Plan

EIN 26-1541880 • Bainbridge Island, WA • 12 filings • 2 plans

Pmb 177 - 321 High School Rd. NE D3Bainbridge Island, WA 98110-2648
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,184,393

2024 Contributions

$111,728

Historical Graphs

Total Assets Over Time

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

$1,184,393$592,197$0201320192024YearValue
$1,184,393Latest year 2024

Participants Over Time

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

950201320192024YearValue
6Latest 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
202416$1,184,393$111,728$18,621iApproximate average salary by contribution assumption: employee only about $465,533 at 4% or $310,356 at 6%; with 50% employer match about $310,356 at 4% or $206,904 at 6%; with 100% employer match about $232,767 at 4% or $155,178 at 6%.
Pathwise Leadership 401K Plan-6$1,184,393$111,728$18,621iApproximate average salary by contribution assumption: employee only about $465,533 at 4% or $310,356 at 6%; with 50% employer match about $310,356 at 4% or $206,904 at 6%; with 100% employer match about $232,767 at 4% or $155,178 at 6%.
202316$914,023$75,095$12,516iApproximate average salary by contribution assumption: employee only about $312,896 at 4% or $208,597 at 6%; with 50% employer match about $208,597 at 4% or $139,065 at 6%; with 100% employer match about $156,448 at 4% or $104,299 at 6%.
Pathwise Leadership 401K Plan-6$914,023$75,095$12,516iApproximate average salary by contribution assumption: employee only about $312,896 at 4% or $208,597 at 6%; with 50% employer match about $208,597 at 4% or $139,065 at 6%; with 100% employer match about $156,448 at 4% or $104,299 at 6%.
202217$700,250$103,406$14,772iApproximate average salary by contribution assumption: employee only about $369,307 at 4% or $246,205 at 6%; with 50% employer match about $246,205 at 4% or $164,137 at 6%; with 100% employer match about $184,654 at 4% or $123,102 at 6%.
Pathwise Leadership 401K Plan-7$700,250$103,406$14,772iApproximate average salary by contribution assumption: employee only about $369,307 at 4% or $246,205 at 6%; with 50% employer match about $246,205 at 4% or $164,137 at 6%; with 100% employer match about $184,654 at 4% or $123,102 at 6%.
202118$766,916$116,626$14,578iApproximate average salary by contribution assumption: employee only about $364,456 at 4% or $242,971 at 6%; with 50% employer match about $242,971 at 4% or $161,981 at 6%; with 100% employer match about $182,228 at 4% or $121,485 at 6%.
Pathwise Leadership 401K Plan-8$766,916$116,626$14,578iApproximate average salary by contribution assumption: employee only about $364,456 at 4% or $242,971 at 6%; with 50% employer match about $242,971 at 4% or $161,981 at 6%; with 100% employer match about $182,228 at 4% or $121,485 at 6%.
202019$571,210$71,121$7,902iApproximate average salary by contribution assumption: employee only about $197,558 at 4% or $131,706 at 6%; with 50% employer match about $131,706 at 4% or $87,804 at 6%; with 100% employer match about $98,779 at 4% or $65,853 at 6%.
Pathwise Leadership 401K Plan-9$571,210$71,121$7,902iApproximate average salary by contribution assumption: employee only about $197,558 at 4% or $131,706 at 6%; with 50% employer match about $131,706 at 4% or $87,804 at 6%; with 100% employer match about $98,779 at 4% or $65,853 at 6%.
201916$405,211$49,710$8,285iApproximate average salary by contribution assumption: employee only about $207,125 at 4% or $138,083 at 6%; with 50% employer match about $138,083 at 4% or $92,056 at 6%; with 100% employer match about $103,563 at 4% or $69,042 at 6%.
Pathwise Leadership 401K Plan-6$405,211$49,710$8,285iApproximate average salary by contribution assumption: employee only about $207,125 at 4% or $138,083 at 6%; with 50% employer match about $138,083 at 4% or $92,056 at 6%; with 100% employer match about $103,563 at 4% or $69,042 at 6%.
201815$281,176$43,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Pathwise Leadership 401K Plan-5$281,176$43,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
201714$265,816$39,150$9,788iApproximate average salary by contribution assumption: employee only about $244,688 at 4% or $163,125 at 6%; with 50% employer match about $163,125 at 4% or $108,750 at 6%; with 100% employer match about $122,344 at 4% or $81,563 at 6%.
Pathwise Leadership 401K Plan-4$265,816$39,150$9,788iApproximate average salary by contribution assumption: employee only about $244,688 at 4% or $163,125 at 6%; with 50% employer match about $163,125 at 4% or $108,750 at 6%; with 100% employer match about $122,344 at 4% or $81,563 at 6%.
201614$192,331$44,500$11,125iApproximate average salary by contribution assumption: employee only about $278,125 at 4% or $185,417 at 6%; with 50% employer match about $185,417 at 4% or $123,611 at 6%; with 100% employer match about $139,063 at 4% or $92,708 at 6%.
Pathwise Leadership 401K Plan-4$192,331$44,500$11,125iApproximate average salary by contribution assumption: employee only about $278,125 at 4% or $185,417 at 6%; with 50% employer match about $185,417 at 4% or $123,611 at 6%; with 100% employer match about $139,063 at 4% or $92,708 at 6%.
201514$130,056$67,075$16,769iApproximate average salary by contribution assumption: employee only about $419,219 at 4% or $279,479 at 6%; with 50% employer match about $279,479 at 4% or $186,319 at 6%; with 100% employer match about $209,609 at 4% or $139,740 at 6%.
Pathwise Leadership 401K Plan-4$130,056$67,075$16,769iApproximate average salary by contribution assumption: employee only about $419,219 at 4% or $279,479 at 6%; with 50% employer match about $279,479 at 4% or $186,319 at 6%; with 100% employer match about $209,609 at 4% or $139,740 at 6%.
201416$67,991$45,205$7,534iApproximate average salary by contribution assumption: employee only about $188,354 at 4% or $125,569 at 6%; with 50% employer match about $125,569 at 4% or $83,713 at 6%; with 100% employer match about $94,177 at 4% or $62,785 at 6%.
Pathwise Leadership 401K Plan-6$67,991$45,205$7,534iApproximate average salary by contribution assumption: employee only about $188,354 at 4% or $125,569 at 6%; with 50% employer match about $125,569 at 4% or $83,713 at 6%; with 100% employer match about $94,177 at 4% or $62,785 at 6%.
201314$23,393$21,840$5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.
Pathwise Leadership 401K Plan-4$23,393$21,840$5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.