Civic Intelligence

Traverso Chambers Private Wealth Management LLC

Plan context: Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan

EIN 27-1074339 • Santa Rosa, CA • 26 filings • 3 plans

917 Mendocino AvenueSanta Rosa, CA 95401
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,075,955

2025 Contributions

$31,975

Historical Graphs

Total Assets Over Time

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

$5,075,955$2,537,978$0201020172024YearValue
$5,075,955Latest year 2024

Participants Over Time

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

630201020172024YearValue
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
202510$0$0-
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-0$0$0-
202416$5,075,955$31,975$5,329iApproximate average salary by contribution assumption: employee only about $133,229 at 4% or $88,819 at 6%; with 50% employer match about $88,819 at 4% or $59,213 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-6$5,075,955$31,975$5,329iApproximate average salary by contribution assumption: employee only about $133,229 at 4% or $88,819 at 6%; with 50% employer match about $88,819 at 4% or $59,213 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%.
202316$4,511,503$199,251$33,209iApproximate average salary by contribution assumption: employee only about $830,213 at 4% or $553,475 at 6%; with 50% employer match about $553,475 at 4% or $368,983 at 6%; with 100% employer match about $415,106 at 4% or $276,738 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-6$4,511,503$199,251$33,209iApproximate average salary by contribution assumption: employee only about $830,213 at 4% or $553,475 at 6%; with 50% employer match about $553,475 at 4% or $368,983 at 6%; with 100% employer match about $415,106 at 4% or $276,738 at 6%.
202216$3,713,480$1,176,708$196,118iApproximate average salary by contribution assumption: employee only about $4,902,950 at 4% or $3,268,633 at 6%; with 50% employer match about $3,268,633 at 4% or $2,179,089 at 6%; with 100% employer match about $2,451,475 at 4% or $1,634,317 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-6$3,713,480$1,176,708$196,118iApproximate average salary by contribution assumption: employee only about $4,902,950 at 4% or $3,268,633 at 6%; with 50% employer match about $3,268,633 at 4% or $2,179,089 at 6%; with 100% employer match about $2,451,475 at 4% or $1,634,317 at 6%.
202125$2,762,619$179,732$35,946iApproximate average salary by contribution assumption: employee only about $898,660 at 4% or $599,107 at 6%; with 50% employer match about $599,107 at 4% or $399,404 at 6%; with 100% employer match about $449,330 at 4% or $299,553 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$2,762,619$179,732$35,946iApproximate average salary by contribution assumption: employee only about $898,660 at 4% or $599,107 at 6%; with 50% employer match about $599,107 at 4% or $399,404 at 6%; with 100% employer match about $449,330 at 4% or $299,553 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-0$0$0-
202025$3,350,955$165,417$33,083iApproximate average salary by contribution assumption: employee only about $827,085 at 4% or $551,390 at 6%; with 50% employer match about $551,390 at 4% or $367,593 at 6%; with 100% employer match about $413,543 at 4% or $275,695 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$2,354,332$165,417$33,083iApproximate average salary by contribution assumption: employee only about $827,085 at 4% or $551,390 at 6%; with 50% employer match about $551,390 at 4% or $367,593 at 6%; with 100% employer match about $413,543 at 4% or $275,695 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-5$996,623$0-
201925$2,895,244$238,447$47,689iApproximate average salary by contribution assumption: employee only about $1,192,235 at 4% or $794,823 at 6%; with 50% employer match about $794,823 at 4% or $529,882 at 6%; with 100% employer match about $596,118 at 4% or $397,412 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$1,984,284$157,347$31,469iApproximate average salary by contribution assumption: employee only about $786,735 at 4% or $524,490 at 6%; with 50% employer match about $524,490 at 4% or $349,660 at 6%; with 100% employer match about $393,368 at 4% or $262,245 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-5$910,960$81,100$16,220iApproximate average salary by contribution assumption: employee only about $405,500 at 4% or $270,333 at 6%; with 50% employer match about $270,333 at 4% or $180,222 at 6%; with 100% employer match about $202,750 at 4% or $135,167 at 6%.
201825$2,267,069$310,562$62,112iApproximate average salary by contribution assumption: employee only about $1,552,810 at 4% or $1,035,207 at 6%; with 50% employer match about $1,035,207 at 4% or $690,138 at 6%; with 100% employer match about $776,405 at 4% or $517,603 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$1,549,634$203,562$40,712iApproximate average salary by contribution assumption: employee only about $1,017,810 at 4% or $678,540 at 6%; with 50% employer match about $678,540 at 4% or $452,360 at 6%; with 100% employer match about $508,905 at 4% or $339,270 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-4$717,435$107,000$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
201725$2,148,170$244,665$48,933iApproximate average salary by contribution assumption: employee only about $1,223,325 at 4% or $815,550 at 6%; with 50% employer match about $815,550 at 4% or $543,700 at 6%; with 100% employer match about $611,663 at 4% or $407,775 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$1,500,257$144,665$28,933iApproximate average salary by contribution assumption: employee only about $723,325 at 4% or $482,217 at 6%; with 50% employer match about $482,217 at 4% or $321,478 at 6%; with 100% employer match about $361,663 at 4% or $241,108 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-5$647,913$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201625$1,783,956$299,674$59,935iApproximate average salary by contribution assumption: employee only about $1,498,370 at 4% or $998,913 at 6%; with 50% employer match about $998,913 at 4% or $665,942 at 6%; with 100% employer match about $749,185 at 4% or $499,457 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$1,270,957$149,674$29,935iApproximate average salary by contribution assumption: employee only about $748,370 at 4% or $498,913 at 6%; with 50% employer match about $498,913 at 4% or $332,609 at 6%; with 100% employer match about $374,185 at 4% or $249,457 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-5$512,999$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201525$1,377,031$231,595$46,319iApproximate average salary by contribution assumption: employee only about $1,157,975 at 4% or $771,983 at 6%; with 50% employer match about $771,983 at 4% or $514,656 at 6%; with 100% employer match about $578,988 at 4% or $385,992 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-5$1,034,762$129,263$25,853iApproximate average salary by contribution assumption: employee only about $646,315 at 4% or $430,877 at 6%; with 50% employer match about $430,877 at 4% or $287,251 at 6%; with 100% employer match about $323,158 at 4% or $215,438 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-5$342,269$102,332$20,466iApproximate average salary by contribution assumption: employee only about $511,660 at 4% or $341,107 at 6%; with 50% employer match about $341,107 at 4% or $227,404 at 6%; with 100% employer match about $255,830 at 4% or $170,553 at 6%.
201424$1,159,007$199,093$49,773iApproximate average salary by contribution assumption: employee only about $1,244,331 at 4% or $829,554 at 6%; with 50% employer match about $829,554 at 4% or $553,036 at 6%; with 100% employer match about $622,166 at 4% or $414,777 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-4$917,230$120,193$30,048iApproximate average salary by contribution assumption: employee only about $751,206 at 4% or $500,804 at 6%; with 50% employer match about $500,804 at 4% or $333,869 at 6%; with 100% employer match about $375,603 at 4% or $250,402 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-4$241,777$78,900$19,725iApproximate average salary by contribution assumption: employee only about $493,125 at 4% or $328,750 at 6%; with 50% employer match about $328,750 at 4% or $219,167 at 6%; with 100% employer match about $246,563 at 4% or $164,375 at 6%.
201324$948,734$173,211$43,303iApproximate average salary by contribution assumption: employee only about $1,082,569 at 4% or $721,713 at 6%; with 50% employer match about $721,713 at 4% or $481,142 at 6%; with 100% employer match about $541,284 at 4% or $360,856 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-4$785,576$92,211$23,053iApproximate average salary by contribution assumption: employee only about $576,319 at 4% or $384,213 at 6%; with 50% employer match about $384,213 at 4% or $256,142 at 6%; with 100% employer match about $288,159 at 4% or $192,106 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-4$163,158$81,000$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201224$685,505$175,079$43,770iApproximate average salary by contribution assumption: employee only about $1,094,244 at 4% or $729,496 at 6%; with 50% employer match about $729,496 at 4% or $486,331 at 6%; with 100% employer match about $547,122 at 4% or $364,748 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-4$604,505$94,079$23,520iApproximate average salary by contribution assumption: employee only about $587,994 at 4% or $391,996 at 6%; with 50% employer match about $391,996 at 4% or $261,331 at 6%; with 100% employer match about $293,997 at 4% or $195,998 at 6%.
Traverso Chambers Private Wealth Management LLC Cash Balance Defined Benefit Pension Plan-4$81,000$81,000$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201114$481,769$107,328$26,832iApproximate average salary by contribution assumption: employee only about $670,800 at 4% or $447,200 at 6%; with 50% employer match about $447,200 at 4% or $298,133 at 6%; with 100% employer match about $335,400 at 4% or $223,600 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-4$481,769$107,328$26,832iApproximate average salary by contribution assumption: employee only about $670,800 at 4% or $447,200 at 6%; with 50% employer match about $447,200 at 4% or $298,133 at 6%; with 100% employer match about $335,400 at 4% or $223,600 at 6%.
201014$385,773$256,119$64,030iApproximate average salary by contribution assumption: employee only about $1,600,744 at 4% or $1,067,163 at 6%; with 50% employer match about $1,067,163 at 4% or $711,442 at 6%; with 100% employer match about $800,372 at 4% or $533,581 at 6%.
Traverso Chambers Private Wealth Management LLC 401K Profit Sharing Plan-4$385,773$256,119$64,030iApproximate average salary by contribution assumption: employee only about $1,600,744 at 4% or $1,067,163 at 6%; with 50% employer match about $1,067,163 at 4% or $711,442 at 6%; with 100% employer match about $800,372 at 4% or $533,581 at 6%.