Civic Intelligence

Kingsview Wealth Management LLC

Plan context: KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN

EIN 26-4016866 • Grants Pass, OR • 11 filings • 3 plans

509 SE 7th St, 2nd FloorGrants Pass, OR 97526
Current Snapshot

Latest Year

2024

2024 Participants

147

2024 Assets

$2,707,321

2024 Contributions

$798,420

Historical Graphs

Total Assets Over Time

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

$2,707,321$1,353,661$0201720212024YearValue
$2,707,321Latest year 2024

Participants Over Time

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

147740201720212024YearValue
147Latest 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
20242147$2,707,321$798,420$5,431iApproximate average salary by contribution assumption: employee only about $135,786 at 4% or $90,524 at 6%; with 50% employer match about $90,524 at 4% or $60,349 at 6%; with 100% employer match about $67,893 at 4% or $45,262 at 6%.
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN-147$2,707,321$798,420$5,431iApproximate average salary by contribution assumption: employee only about $135,786 at 4% or $90,524 at 6%; with 50% employer match about $90,524 at 4% or $60,349 at 6%; with 100% employer match about $67,893 at 4% or $45,262 at 6%.
Kingsview Wealth Management LLC Health & Welfare Plan-79---
20232100$1,950,029$511,461$5,115iApproximate average salary by contribution assumption: employee only about $127,865 at 4% or $85,244 at 6%; with 50% employer match about $85,244 at 4% or $56,829 at 6%; with 100% employer match about $63,933 at 4% or $42,622 at 6%.
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN-100$1,950,029$511,461$5,115iApproximate average salary by contribution assumption: employee only about $127,865 at 4% or $85,244 at 6%; with 50% employer match about $85,244 at 4% or $56,829 at 6%; with 100% employer match about $63,933 at 4% or $42,622 at 6%.
Kingsview Wealth Management LLC Health & Welfare Plan-95---
2022283$1,318,698$450,690$5,430iApproximate average salary by contribution assumption: employee only about $135,750 at 4% or $90,500 at 6%; with 50% employer match about $90,500 at 4% or $60,333 at 6%; with 100% employer match about $67,875 at 4% or $45,250 at 6%.
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN-72$1,318,698$450,690$6,260iApproximate average salary by contribution assumption: employee only about $156,490 at 4% or $104,326 at 6%; with 50% employer match about $104,326 at 4% or $69,551 at 6%; with 100% employer match about $78,245 at 4% or $52,163 at 6%.
Kingsview Wealth Management LLC Health & Welfare Plan-83---
2021158$1,098,831$410,912$7,085iApproximate average salary by contribution assumption: employee only about $177,117 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,719 at 6%; with 100% employer match about $88,559 at 4% or $59,039 at 6%.
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN-58$1,098,831$410,912$7,085iApproximate average salary by contribution assumption: employee only about $177,117 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,719 at 6%; with 100% employer match about $88,559 at 4% or $59,039 at 6%.
2020143$642,747$329,096$7,653iApproximate average salary by contribution assumption: employee only about $191,335 at 4% or $127,557 at 6%; with 50% employer match about $127,557 at 4% or $85,038 at 6%; with 100% employer match about $95,667 at 4% or $63,778 at 6%.
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN-43$642,747$329,096$7,653iApproximate average salary by contribution assumption: employee only about $191,335 at 4% or $127,557 at 6%; with 50% employer match about $127,557 at 4% or $85,038 at 6%; with 100% employer match about $95,667 at 4% or $63,778 at 6%.
2019131$221,595$177,795$5,735iApproximate average salary by contribution assumption: employee only about $143,383 at 4% or $95,589 at 6%; with 50% employer match about $95,589 at 4% or $63,726 at 6%; with 100% employer match about $71,692 at 4% or $47,794 at 6%.
KINGSVIEW ASSET MANAGEMENT LLC 401K PLAN-31$221,595$177,795$5,735iApproximate average salary by contribution assumption: employee only about $143,383 at 4% or $95,589 at 6%; with 50% employer match about $95,589 at 4% or $63,726 at 6%; with 100% employer match about $71,692 at 4% or $47,794 at 6%.
2018118$37,723$36,561$2,031iApproximate average salary by contribution assumption: employee only about $50,779 at 4% or $33,853 at 6%; with 50% employer match about $33,853 at 4% or $22,569 at 6%; with 100% employer match about $25,390 at 4% or $16,926 at 6%.
KINGSVIEW ASSET MANAGEMENT LLC 401K PLAN-18$37,723$36,561$2,031iApproximate average salary by contribution assumption: employee only about $50,779 at 4% or $33,853 at 6%; with 50% employer match about $33,853 at 4% or $22,569 at 6%; with 100% employer match about $25,390 at 4% or $16,926 at 6%.
201718$4,032$3,949$494iApproximate average salary by contribution assumption: employee only about $12,341 at 4% or $8,227 at 6%; with 50% employer match about $8,227 at 4% or $5,485 at 6%; with 100% employer match about $6,170 at 4% or $4,114 at 6%.
KINGSVIEW ASSET MANAGEMENT LLC 401K PLAN-8$4,032$3,949$494iApproximate average salary by contribution assumption: employee only about $12,341 at 4% or $8,227 at 6%; with 50% employer match about $8,227 at 4% or $5,485 at 6%; with 100% employer match about $6,170 at 4% or $4,114 at 6%.