Civic Intelligence

Siena Wealth Management Inc.

Plan context: Siena Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 26-1601252 • Fresno, CA • 7 filings • 1 plans

5151 North Palm Avenue, Suite 920Fresno, CA 93704
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$450,777

2019 Contributions

$35,538

Historical Graphs

Total Assets Over Time

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

$450,777$225,389$0201320162018YearValue
$450,777Latest year 2018

Participants Over Time

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

420201320162018YearValue
4Latest year 2018

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
201910$0$35,538-
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-0$0$35,538-
201814$450,777$79,225$19,806iApproximate average salary by contribution assumption: employee only about $495,156 at 4% or $330,104 at 6%; with 50% employer match about $330,104 at 4% or $220,069 at 6%; with 100% employer match about $247,578 at 4% or $165,052 at 6%.
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-4$450,777$79,225$19,806iApproximate average salary by contribution assumption: employee only about $495,156 at 4% or $330,104 at 6%; with 50% employer match about $330,104 at 4% or $220,069 at 6%; with 100% employer match about $247,578 at 4% or $165,052 at 6%.
201713$431,032$73,816$24,605iApproximate average salary by contribution assumption: employee only about $615,133 at 4% or $410,089 at 6%; with 50% employer match about $410,089 at 4% or $273,393 at 6%; with 100% employer match about $307,567 at 4% or $205,044 at 6%.
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-3$431,032$73,816$24,605iApproximate average salary by contribution assumption: employee only about $615,133 at 4% or $410,089 at 6%; with 50% employer match about $410,089 at 4% or $273,393 at 6%; with 100% employer match about $307,567 at 4% or $205,044 at 6%.
201613$294,606$67,043$22,348iApproximate average salary by contribution assumption: employee only about $558,692 at 4% or $372,461 at 6%; with 50% employer match about $372,461 at 4% or $248,307 at 6%; with 100% employer match about $279,346 at 4% or $186,231 at 6%.
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-3$294,606$67,043$22,348iApproximate average salary by contribution assumption: employee only about $558,692 at 4% or $372,461 at 6%; with 50% employer match about $372,461 at 4% or $248,307 at 6%; with 100% employer match about $279,346 at 4% or $186,231 at 6%.
201513$216,237$74,382$24,794iApproximate average salary by contribution assumption: employee only about $619,850 at 4% or $413,233 at 6%; with 50% employer match about $413,233 at 4% or $275,489 at 6%; with 100% employer match about $309,925 at 4% or $206,617 at 6%.
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-3$216,237$74,382$24,794iApproximate average salary by contribution assumption: employee only about $619,850 at 4% or $413,233 at 6%; with 50% employer match about $413,233 at 4% or $275,489 at 6%; with 100% employer match about $309,925 at 4% or $206,617 at 6%.
201412$124,822$62,151$31,076iApproximate average salary by contribution assumption: employee only about $776,888 at 4% or $517,925 at 6%; with 50% employer match about $517,925 at 4% or $345,283 at 6%; with 100% employer match about $388,444 at 4% or $258,963 at 6%.
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-2$124,822$62,151$31,076iApproximate average salary by contribution assumption: employee only about $776,888 at 4% or $517,925 at 6%; with 50% employer match about $517,925 at 4% or $345,283 at 6%; with 100% employer match about $388,444 at 4% or $258,963 at 6%.
201312$62,419$61,890$30,945iApproximate average salary by contribution assumption: employee only about $773,625 at 4% or $515,750 at 6%; with 50% employer match about $515,750 at 4% or $343,833 at 6%; with 100% employer match about $386,813 at 4% or $257,875 at 6%.
Siena Wealth Management Inc. 401(K) Profit Sharing Plan-2$62,419$61,890$30,945iApproximate average salary by contribution assumption: employee only about $773,625 at 4% or $515,750 at 6%; with 50% employer match about $515,750 at 4% or $343,833 at 6%; with 100% employer match about $386,813 at 4% or $257,875 at 6%.