Civic Intelligence

PI WEALTH MANAGEMENT

Plan context: PI WEALTH MANAGEMENT 401(K) PLAN

EIN 27-3472460 • Greenwood Village, CO • 6 filings • 1 plans

8390 E Crescent Pkwy#110Greenwood Village, CO 80111
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$627,540

2025 Contributions

$120,393

Historical Graphs

Total Assets Over Time

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

$627,540$313,770$0202020232025YearValue
$627,540Latest year 2025

Participants Over Time

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

840202020232025YearValue
7Latest 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
202517$627,540$120,393$17,199iApproximate average salary by contribution assumption: employee only about $429,975 at 4% or $286,650 at 6%; with 50% employer match about $286,650 at 4% or $191,100 at 6%; with 100% employer match about $214,988 at 4% or $143,325 at 6%.
PI WEALTH MANAGEMENT 401(K) PLAN-7$627,540$120,393$17,199iApproximate average salary by contribution assumption: employee only about $429,975 at 4% or $286,650 at 6%; with 50% employer match about $286,650 at 4% or $191,100 at 6%; with 100% employer match about $214,988 at 4% or $143,325 at 6%.
202418$423,323$106,096$13,262iApproximate average salary by contribution assumption: employee only about $331,550 at 4% or $221,033 at 6%; with 50% employer match about $221,033 at 4% or $147,356 at 6%; with 100% employer match about $165,775 at 4% or $110,517 at 6%.
PI WEALTH MANAGEMENT 401(K) PLAN-8$423,323$106,096$13,262iApproximate average salary by contribution assumption: employee only about $331,550 at 4% or $221,033 at 6%; with 50% employer match about $221,033 at 4% or $147,356 at 6%; with 100% employer match about $165,775 at 4% or $110,517 at 6%.
202318$274,829$82,600$10,325iApproximate average salary by contribution assumption: employee only about $258,125 at 4% or $172,083 at 6%; with 50% employer match about $172,083 at 4% or $114,722 at 6%; with 100% employer match about $129,063 at 4% or $86,042 at 6%.
PI WEALTH MANAGEMENT 401(K) PLAN-8$274,829$82,600$10,325iApproximate average salary by contribution assumption: employee only about $258,125 at 4% or $172,083 at 6%; with 50% employer match about $172,083 at 4% or $114,722 at 6%; with 100% employer match about $129,063 at 4% or $86,042 at 6%.
202217$157,649$67,628$9,661iApproximate average salary by contribution assumption: employee only about $241,529 at 4% or $161,019 at 6%; with 50% employer match about $161,019 at 4% or $107,346 at 6%; with 100% employer match about $120,764 at 4% or $80,510 at 6%.
PI WEALTH MANAGEMENT 401(K) PLAN-7$157,649$67,628$9,661iApproximate average salary by contribution assumption: employee only about $241,529 at 4% or $161,019 at 6%; with 50% employer match about $161,019 at 4% or $107,346 at 6%; with 100% employer match about $120,764 at 4% or $80,510 at 6%.
202116$147,078$67,400$11,233iApproximate average salary by contribution assumption: employee only about $280,833 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,815 at 6%; with 100% employer match about $140,417 at 4% or $93,611 at 6%.
PI WEALTH MANAGEMENT 401(K) PLAN-6$147,078$67,400$11,233iApproximate average salary by contribution assumption: employee only about $280,833 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,815 at 6%; with 100% employer match about $140,417 at 4% or $93,611 at 6%.
202016$64,499$54,358$9,060iApproximate average salary by contribution assumption: employee only about $226,492 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,246 at 4% or $75,497 at 6%.
PI WEALTH MANAGEMENT 401(K) PLAN-6$64,499$54,358$9,060iApproximate average salary by contribution assumption: employee only about $226,492 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,246 at 4% or $75,497 at 6%.