Civic Intelligence

PRINCIPIA WEALTH ADVISORY, LLC

Plan context: PWA RETIREMENT SAVINGS PLAN

EIN 27-1545452 • Dallas, TX • 7 filings • 1 plans

13355 Noel RoadSuite 1100Dallas, TX 75240
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,408,679

2025 Contributions

$123,463

Historical Graphs

Total Assets Over Time

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

$1,408,679$704,340$0201920222025YearValue
$1,408,679Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest 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
202514$1,408,679$123,463$30,866iApproximate average salary by contribution assumption: employee only about $771,644 at 4% or $514,429 at 6%; with 50% employer match about $514,429 at 4% or $342,953 at 6%; with 100% employer match about $385,822 at 4% or $257,215 at 6%.
PWA RETIREMENT SAVINGS PLAN-4$1,408,679$123,463$30,866iApproximate average salary by contribution assumption: employee only about $771,644 at 4% or $514,429 at 6%; with 50% employer match about $514,429 at 4% or $342,953 at 6%; with 100% employer match about $385,822 at 4% or $257,215 at 6%.
202414$1,110,665$106,923$26,731iApproximate average salary by contribution assumption: employee only about $668,269 at 4% or $445,513 at 6%; with 50% employer match about $445,513 at 4% or $297,008 at 6%; with 100% employer match about $334,134 at 4% or $222,756 at 6%.
PWA RETIREMENT SAVINGS PLAN-4$1,110,665$106,923$26,731iApproximate average salary by contribution assumption: employee only about $668,269 at 4% or $445,513 at 6%; with 50% employer match about $445,513 at 4% or $297,008 at 6%; with 100% employer match about $334,134 at 4% or $222,756 at 6%.
202313$897,735$93,200$31,067iApproximate average salary by contribution assumption: employee only about $776,667 at 4% or $517,778 at 6%; with 50% employer match about $517,778 at 4% or $345,185 at 6%; with 100% employer match about $388,333 at 4% or $258,889 at 6%.
PWA RETIREMENT SAVINGS PLAN-3$897,735$93,200$31,067iApproximate average salary by contribution assumption: employee only about $776,667 at 4% or $517,778 at 6%; with 50% employer match about $517,778 at 4% or $345,185 at 6%; with 100% employer match about $388,333 at 4% or $258,889 at 6%.
202213$629,187$295,722$98,574iApproximate average salary by contribution assumption: employee only about $2,464,350 at 4% or $1,642,900 at 6%; with 50% employer match about $1,642,900 at 4% or $1,095,267 at 6%; with 100% employer match about $1,232,175 at 4% or $821,450 at 6%.
PWA RETIREMENT SAVINGS PLAN-3$629,187$295,722$98,574iApproximate average salary by contribution assumption: employee only about $2,464,350 at 4% or $1,642,900 at 6%; with 50% employer match about $1,642,900 at 4% or $1,095,267 at 6%; with 100% employer match about $1,232,175 at 4% or $821,450 at 6%.
202113$195,753$84,578$28,193iApproximate average salary by contribution assumption: employee only about $704,817 at 4% or $469,878 at 6%; with 50% employer match about $469,878 at 4% or $313,252 at 6%; with 100% employer match about $352,408 at 4% or $234,939 at 6%.
PWA RETIREMENT SAVINGS PLAN-3$195,753$84,578$28,193iApproximate average salary by contribution assumption: employee only about $704,817 at 4% or $469,878 at 6%; with 50% employer match about $469,878 at 4% or $313,252 at 6%; with 100% employer match about $352,408 at 4% or $234,939 at 6%.
202013$89,294$56,574$18,858iApproximate average salary by contribution assumption: employee only about $471,450 at 4% or $314,300 at 6%; with 50% employer match about $314,300 at 4% or $209,533 at 6%; with 100% employer match about $235,725 at 4% or $157,150 at 6%.
PWA RETIREMENT SAVINGS PLAN-3$89,294$56,574$18,858iApproximate average salary by contribution assumption: employee only about $471,450 at 4% or $314,300 at 6%; with 50% employer match about $314,300 at 4% or $209,533 at 6%; with 100% employer match about $235,725 at 4% or $157,150 at 6%.
201913$10,309$10,185$3,395iApproximate average salary by contribution assumption: employee only about $84,875 at 4% or $56,583 at 6%; with 50% employer match about $56,583 at 4% or $37,722 at 6%; with 100% employer match about $42,438 at 4% or $28,292 at 6%.
PWA RETIREMENT SAVINGS PLAN-3$10,309$10,185$3,395iApproximate average salary by contribution assumption: employee only about $84,875 at 4% or $56,583 at 6%; with 50% employer match about $56,583 at 4% or $37,722 at 6%; with 100% employer match about $42,438 at 4% or $28,292 at 6%.