Civic Intelligence

Schwartz Mabry Private Wealth Advisory LLC

Plan context: Schwartz Mabry Private Wealth Advisory LLC 401K Plan

EIN 27-0880773 • Greenwood Village, CO • 6 filings • 1 plans

5445 Dtc Parkway, Suite 1100Greenwood Village, CO 80111
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,290,035

2025 Contributions

$246,880

Historical Graphs

Total Assets Over Time

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

$1,290,035$645,018$0202020232025YearValue
$1,290,035Latest year 2025

Participants Over Time

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

1160202020232025YearValue
11Latest 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
2025111$1,290,035$246,880$22,444iApproximate average salary by contribution assumption: employee only about $561,091 at 4% or $374,061 at 6%; with 50% employer match about $374,061 at 4% or $249,374 at 6%; with 100% employer match about $280,545 at 4% or $187,030 at 6%.
Schwartz Mabry Private Wealth Advisory LLC 401K Plan-11$1,290,035$246,880$22,444iApproximate average salary by contribution assumption: employee only about $561,091 at 4% or $374,061 at 6%; with 50% employer match about $374,061 at 4% or $249,374 at 6%; with 100% employer match about $280,545 at 4% or $187,030 at 6%.
2024111$926,549$238,915$21,720iApproximate average salary by contribution assumption: employee only about $542,989 at 4% or $361,992 at 6%; with 50% employer match about $361,992 at 4% or $241,328 at 6%; with 100% employer match about $271,494 at 4% or $180,996 at 6%.
Schwartz Mabry Private Wealth Advisory LLC 401K Plan-11$926,549$238,915$21,720iApproximate average salary by contribution assumption: employee only about $542,989 at 4% or $361,992 at 6%; with 50% employer match about $361,992 at 4% or $241,328 at 6%; with 100% employer match about $271,494 at 4% or $180,996 at 6%.
2023111$708,577$222,422$20,220iApproximate average salary by contribution assumption: employee only about $505,505 at 4% or $337,003 at 6%; with 50% employer match about $337,003 at 4% or $224,669 at 6%; with 100% employer match about $252,752 at 4% or $168,502 at 6%.
Schwartz Mabry Private Wealth Advisory LLC 401K Plan-11$708,577$222,422$20,220iApproximate average salary by contribution assumption: employee only about $505,505 at 4% or $337,003 at 6%; with 50% employer match about $337,003 at 4% or $224,669 at 6%; with 100% employer match about $252,752 at 4% or $168,502 at 6%.
2022111$449,336$111,680$10,153iApproximate average salary by contribution assumption: employee only about $253,818 at 4% or $169,212 at 6%; with 50% employer match about $169,212 at 4% or $112,808 at 6%; with 100% employer match about $126,909 at 4% or $84,606 at 6%.
Schwartz Mabry Private Wealth Advisory LLC 401K Plan-11$449,336$111,680$10,153iApproximate average salary by contribution assumption: employee only about $253,818 at 4% or $169,212 at 6%; with 50% employer match about $169,212 at 4% or $112,808 at 6%; with 100% employer match about $126,909 at 4% or $84,606 at 6%.
2021110$428,839$179,210$17,921iApproximate average salary by contribution assumption: employee only about $448,025 at 4% or $298,683 at 6%; with 50% employer match about $298,683 at 4% or $199,122 at 6%; with 100% employer match about $224,013 at 4% or $149,342 at 6%.
Schwartz Mabry Private Wealth Advisory LLC 401K Plan-10$428,839$179,210$17,921iApproximate average salary by contribution assumption: employee only about $448,025 at 4% or $298,683 at 6%; with 50% employer match about $298,683 at 4% or $199,122 at 6%; with 100% employer match about $224,013 at 4% or $149,342 at 6%.
202017$247,026$252,571$36,082iApproximate average salary by contribution assumption: employee only about $902,039 at 4% or $601,360 at 6%; with 50% employer match about $601,360 at 4% or $400,906 at 6%; with 100% employer match about $451,020 at 4% or $300,680 at 6%.
Schwartz Mabry Private Wealth Advisory LLC 401K Plan-7$247,026$252,571$36,082iApproximate average salary by contribution assumption: employee only about $902,039 at 4% or $601,360 at 6%; with 50% employer match about $601,360 at 4% or $400,906 at 6%; with 100% employer match about $451,020 at 4% or $300,680 at 6%.