Civic Intelligence

Kiley Juergens Wealth Management LLC

Plan context: Kiley Juergens Wealth Management LLC 401(K) Plan

EIN 27-0811624 • Olympia, WA • 15 filings • 1 plans

2413 Pacific Ave SE,Ste. COlympia, WA 98501
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$6,689,360

2024 Contributions

$427,210

Historical Graphs

Total Assets Over Time

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

$6,689,360$3,344,680$0201020172024YearValue
$6,689,360Latest year 2024

Participants Over Time

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

26130201020172024YearValue
26Latest 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
2024126$6,689,360$427,210$16,431iApproximate average salary by contribution assumption: employee only about $410,779 at 4% or $273,853 at 6%; with 50% employer match about $273,853 at 4% or $182,568 at 6%; with 100% employer match about $205,389 at 4% or $136,926 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-26$6,689,360$427,210$16,431iApproximate average salary by contribution assumption: employee only about $410,779 at 4% or $273,853 at 6%; with 50% employer match about $273,853 at 4% or $182,568 at 6%; with 100% employer match about $205,389 at 4% or $136,926 at 6%.
2023125$5,014,105$488,575$19,543iApproximate average salary by contribution assumption: employee only about $488,575 at 4% or $325,717 at 6%; with 50% employer match about $325,717 at 4% or $217,144 at 6%; with 100% employer match about $244,288 at 4% or $162,858 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-25$5,014,105$488,575$19,543iApproximate average salary by contribution assumption: employee only about $488,575 at 4% or $325,717 at 6%; with 50% employer match about $325,717 at 4% or $217,144 at 6%; with 100% employer match about $244,288 at 4% or $162,858 at 6%.
2022124$3,546,915$315,494$13,146iApproximate average salary by contribution assumption: employee only about $328,640 at 4% or $219,093 at 6%; with 50% employer match about $219,093 at 4% or $146,062 at 6%; with 100% employer match about $164,320 at 4% or $109,547 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-24$3,546,915$315,494$13,146iApproximate average salary by contribution assumption: employee only about $328,640 at 4% or $219,093 at 6%; with 50% employer match about $219,093 at 4% or $146,062 at 6%; with 100% employer match about $164,320 at 4% or $109,547 at 6%.
2021122$4,320,080$276,689$12,577iApproximate average salary by contribution assumption: employee only about $314,419 at 4% or $209,613 at 6%; with 50% employer match about $209,613 at 4% or $139,742 at 6%; with 100% employer match about $157,210 at 4% or $104,806 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-22$4,320,080$276,689$12,577iApproximate average salary by contribution assumption: employee only about $314,419 at 4% or $209,613 at 6%; with 50% employer match about $209,613 at 4% or $139,742 at 6%; with 100% employer match about $157,210 at 4% or $104,806 at 6%.
2020118$3,361,206$220,088$12,227iApproximate average salary by contribution assumption: employee only about $305,678 at 4% or $203,785 at 6%; with 50% employer match about $203,785 at 4% or $135,857 at 6%; with 100% employer match about $152,839 at 4% or $101,893 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-18$3,361,206$220,088$12,227iApproximate average salary by contribution assumption: employee only about $305,678 at 4% or $203,785 at 6%; with 50% employer match about $203,785 at 4% or $135,857 at 6%; with 100% employer match about $152,839 at 4% or $101,893 at 6%.
201918$2,880,155$215,505$26,938iApproximate average salary by contribution assumption: employee only about $673,453 at 4% or $448,969 at 6%; with 50% employer match about $448,969 at 4% or $299,313 at 6%; with 100% employer match about $336,727 at 4% or $224,484 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-8$2,880,155$215,505$26,938iApproximate average salary by contribution assumption: employee only about $673,453 at 4% or $448,969 at 6%; with 50% employer match about $448,969 at 4% or $299,313 at 6%; with 100% employer match about $336,727 at 4% or $224,484 at 6%.
201818$2,120,191$739,917$92,490iApproximate average salary by contribution assumption: employee only about $2,312,241 at 4% or $1,541,494 at 6%; with 50% employer match about $1,541,494 at 4% or $1,027,663 at 6%; with 100% employer match about $1,156,120 at 4% or $770,747 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-8$2,120,191$739,917$92,490iApproximate average salary by contribution assumption: employee only about $2,312,241 at 4% or $1,541,494 at 6%; with 50% employer match about $1,541,494 at 4% or $1,027,663 at 6%; with 100% employer match about $1,156,120 at 4% or $770,747 at 6%.
201716$1,570,047$90,667$15,111iApproximate average salary by contribution assumption: employee only about $377,779 at 4% or $251,853 at 6%; with 50% employer match about $251,853 at 4% or $167,902 at 6%; with 100% employer match about $188,890 at 4% or $125,926 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-6$1,570,047$90,667$15,111iApproximate average salary by contribution assumption: employee only about $377,779 at 4% or $251,853 at 6%; with 50% employer match about $251,853 at 4% or $167,902 at 6%; with 100% employer match about $188,890 at 4% or $125,926 at 6%.
201617$1,208,091$83,428$11,918iApproximate average salary by contribution assumption: employee only about $297,957 at 4% or $198,638 at 6%; with 50% employer match about $198,638 at 4% or $132,425 at 6%; with 100% employer match about $148,979 at 4% or $99,319 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-7$1,208,091$83,428$11,918iApproximate average salary by contribution assumption: employee only about $297,957 at 4% or $198,638 at 6%; with 50% employer match about $198,638 at 4% or $132,425 at 6%; with 100% employer match about $148,979 at 4% or $99,319 at 6%.
201516$1,012,220$112,670$18,778iApproximate average salary by contribution assumption: employee only about $469,458 at 4% or $312,972 at 6%; with 50% employer match about $312,972 at 4% or $208,648 at 6%; with 100% employer match about $234,729 at 4% or $156,486 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-6$1,012,220$112,670$18,778iApproximate average salary by contribution assumption: employee only about $469,458 at 4% or $312,972 at 6%; with 50% employer match about $312,972 at 4% or $208,648 at 6%; with 100% employer match about $234,729 at 4% or $156,486 at 6%.
201414$866,073$154,702$38,676iApproximate average salary by contribution assumption: employee only about $966,888 at 4% or $644,592 at 6%; with 50% employer match about $644,592 at 4% or $429,728 at 6%; with 100% employer match about $483,444 at 4% or $322,296 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-4$866,073$154,702$38,676iApproximate average salary by contribution assumption: employee only about $966,888 at 4% or $644,592 at 6%; with 50% employer match about $644,592 at 4% or $429,728 at 6%; with 100% employer match about $483,444 at 4% or $322,296 at 6%.
201313$654,500$344,689$114,896iApproximate average salary by contribution assumption: employee only about $2,872,408 at 4% or $1,914,939 at 6%; with 50% employer match about $1,914,939 at 4% or $1,276,626 at 6%; with 100% employer match about $1,436,204 at 4% or $957,469 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-3$654,500$344,689$114,896iApproximate average salary by contribution assumption: employee only about $2,872,408 at 4% or $1,914,939 at 6%; with 50% employer match about $1,914,939 at 4% or $1,276,626 at 6%; with 100% employer match about $1,436,204 at 4% or $957,469 at 6%.
201213$272,867$126,238$42,079iApproximate average salary by contribution assumption: employee only about $1,051,983 at 4% or $701,322 at 6%; with 50% employer match about $701,322 at 4% or $467,548 at 6%; with 100% employer match about $525,992 at 4% or $350,661 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-3$272,867$126,238$42,079iApproximate average salary by contribution assumption: employee only about $1,051,983 at 4% or $701,322 at 6%; with 50% employer match about $701,322 at 4% or $467,548 at 6%; with 100% employer match about $525,992 at 4% or $350,661 at 6%.
201113$133,488$63,706$21,235iApproximate average salary by contribution assumption: employee only about $530,883 at 4% or $353,922 at 6%; with 50% employer match about $353,922 at 4% or $235,948 at 6%; with 100% employer match about $265,442 at 4% or $176,961 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-3$133,488$63,706$21,235iApproximate average salary by contribution assumption: employee only about $530,883 at 4% or $353,922 at 6%; with 50% employer match about $353,922 at 4% or $235,948 at 6%; with 100% employer match about $265,442 at 4% or $176,961 at 6%.
201013$64,274$61,568$20,523iApproximate average salary by contribution assumption: employee only about $513,067 at 4% or $342,044 at 6%; with 50% employer match about $342,044 at 4% or $228,030 at 6%; with 100% employer match about $256,533 at 4% or $171,022 at 6%.
Kiley Juergens Wealth Management LLC 401(K) Plan-3$64,274$61,568$20,523iApproximate average salary by contribution assumption: employee only about $513,067 at 4% or $342,044 at 6%; with 50% employer match about $342,044 at 4% or $228,030 at 6%; with 100% employer match about $256,533 at 4% or $171,022 at 6%.