Civic Intelligence

Sovereign Wealth Advisors Inc.

Plan context: Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust

EIN 27-1585716 • Bellevue, WA • 14 filings • 2 plans

777 108th Avenue NE, Suite 1880Bellevue, WA 98004
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$1,639,783

2022 Contributions

$120,248

Historical Graphs

Total Assets Over Time

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

$1,639,783$819,892$0200920152021YearValue
$1,639,783Latest year 2021

Participants Over Time

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

840200920152021YearValue
5Latest year 2021

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
202210$0$0-
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-0---
202115$1,639,783$120,248$24,050iApproximate average salary by contribution assumption: employee only about $601,240 at 4% or $400,827 at 6%; with 50% employer match about $400,827 at 4% or $267,218 at 6%; with 100% employer match about $300,620 at 4% or $200,413 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-5$1,639,783$120,248$24,050iApproximate average salary by contribution assumption: employee only about $601,240 at 4% or $400,827 at 6%; with 50% employer match about $400,827 at 4% or $267,218 at 6%; with 100% employer match about $300,620 at 4% or $200,413 at 6%.
202015$1,369,438$113,505$22,701iApproximate average salary by contribution assumption: employee only about $567,525 at 4% or $378,350 at 6%; with 50% employer match about $378,350 at 4% or $252,233 at 6%; with 100% employer match about $283,763 at 4% or $189,175 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-5$1,369,438$113,505$22,701iApproximate average salary by contribution assumption: employee only about $567,525 at 4% or $378,350 at 6%; with 50% employer match about $378,350 at 4% or $252,233 at 6%; with 100% employer match about $283,763 at 4% or $189,175 at 6%.
201914$989,617$103,114$25,779iApproximate average salary by contribution assumption: employee only about $644,463 at 4% or $429,642 at 6%; with 50% employer match about $429,642 at 4% or $286,428 at 6%; with 100% employer match about $322,231 at 4% or $214,821 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-4$989,617$103,114$25,779iApproximate average salary by contribution assumption: employee only about $644,463 at 4% or $429,642 at 6%; with 50% employer match about $429,642 at 4% or $286,428 at 6%; with 100% employer match about $322,231 at 4% or $214,821 at 6%.
201818$694,155$89,759$11,220iApproximate average salary by contribution assumption: employee only about $280,497 at 4% or $186,998 at 6%; with 50% employer match about $186,998 at 4% or $124,665 at 6%; with 100% employer match about $140,248 at 4% or $93,499 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-8$694,155$89,759$11,220iApproximate average salary by contribution assumption: employee only about $280,497 at 4% or $186,998 at 6%; with 50% employer match about $186,998 at 4% or $124,665 at 6%; with 100% employer match about $140,248 at 4% or $93,499 at 6%.
201718$778,617$137,264$17,158iApproximate average salary by contribution assumption: employee only about $428,950 at 4% or $285,967 at 6%; with 50% employer match about $285,967 at 4% or $190,644 at 6%; with 100% employer match about $214,475 at 4% or $142,983 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-8$778,617$137,264$17,158iApproximate average salary by contribution assumption: employee only about $428,950 at 4% or $285,967 at 6%; with 50% employer match about $285,967 at 4% or $190,644 at 6%; with 100% employer match about $214,475 at 4% or $142,983 at 6%.
201618$539,488$110,620$13,828iApproximate average salary by contribution assumption: employee only about $345,688 at 4% or $230,458 at 6%; with 50% employer match about $230,458 at 4% or $153,639 at 6%; with 100% employer match about $172,844 at 4% or $115,229 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-8$539,488$110,620$13,828iApproximate average salary by contribution assumption: employee only about $345,688 at 4% or $230,458 at 6%; with 50% employer match about $230,458 at 4% or $153,639 at 6%; with 100% employer match about $172,844 at 4% or $115,229 at 6%.
201518$396,429$70,417$8,802iApproximate average salary by contribution assumption: employee only about $220,053 at 4% or $146,702 at 6%; with 50% employer match about $146,702 at 4% or $97,801 at 6%; with 100% employer match about $110,027 at 4% or $73,351 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-8$396,429$70,417$8,802iApproximate average salary by contribution assumption: employee only about $220,053 at 4% or $146,702 at 6%; with 50% employer match about $146,702 at 4% or $97,801 at 6%; with 100% employer match about $110,027 at 4% or $73,351 at 6%.
201418$294,110$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-8$294,110$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201316$220,185$66,233$11,039iApproximate average salary by contribution assumption: employee only about $275,971 at 4% or $183,981 at 6%; with 50% employer match about $183,981 at 4% or $122,654 at 6%; with 100% employer match about $137,985 at 4% or $91,990 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-6$220,185$66,233$11,039iApproximate average salary by contribution assumption: employee only about $275,971 at 4% or $183,981 at 6%; with 50% employer match about $183,981 at 4% or $122,654 at 6%; with 100% employer match about $137,985 at 4% or $91,990 at 6%.
201215$153,513$17,768$3,554iApproximate average salary by contribution assumption: employee only about $88,840 at 4% or $59,227 at 6%; with 50% employer match about $59,227 at 4% or $39,484 at 6%; with 100% employer match about $44,420 at 4% or $29,613 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-5$153,513$17,768$3,554iApproximate average salary by contribution assumption: employee only about $88,840 at 4% or $59,227 at 6%; with 50% employer match about $59,227 at 4% or $39,484 at 6%; with 100% employer match about $44,420 at 4% or $29,613 at 6%.
201114$126,647$16,987$4,247iApproximate average salary by contribution assumption: employee only about $106,169 at 4% or $70,779 at 6%; with 50% employer match about $70,779 at 4% or $47,186 at 6%; with 100% employer match about $53,084 at 4% or $35,390 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-4$126,647$16,987$4,247iApproximate average salary by contribution assumption: employee only about $106,169 at 4% or $70,779 at 6%; with 50% employer match about $70,779 at 4% or $47,186 at 6%; with 100% employer match about $53,084 at 4% or $35,390 at 6%.
201014$110,069$25,015$6,254iApproximate average salary by contribution assumption: employee only about $156,344 at 4% or $104,229 at 6%; with 50% employer match about $104,229 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,115 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-4$110,069$25,015$6,254iApproximate average salary by contribution assumption: employee only about $156,344 at 4% or $104,229 at 6%; with 50% employer match about $104,229 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,115 at 6%.
200917$143,700$17,504$2,501iApproximate average salary by contribution assumption: employee only about $62,514 at 4% or $41,676 at 6%; with 50% employer match about $41,676 at 4% or $27,784 at 6%; with 100% employer match about $31,257 at 4% or $20,838 at 6%.
Sovereign Wealth Advisors Inc. 401(K) Profit-Sharing Plan and Trust-7$143,700$17,504$2,501iApproximate average salary by contribution assumption: employee only about $62,514 at 4% or $41,676 at 6%; with 50% employer match about $41,676 at 4% or $27,784 at 6%; with 100% employer match about $31,257 at 4% or $20,838 at 6%.