Civic Intelligence

Consilium Wealth Management LLC

Plan context: Consilium Wealth Management 401(K) Profit Sharing Plan

EIN 27-3574704 • Danville, CA • 11 filings • 1 plans

500 LA Gonda Way, Suite 210Danville, CA 94526
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,757,407

2025 Contributions

$65,237

Historical Graphs

Total Assets Over Time

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

$2,757,407$1,378,704$0201520202025YearValue
$2,757,407Latest year 2025

Participants Over Time

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

950201520202025YearValue
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$2,757,407$65,237$9,320iApproximate average salary by contribution assumption: employee only about $232,989 at 4% or $155,326 at 6%; with 50% employer match about $155,326 at 4% or $103,551 at 6%; with 100% employer match about $116,495 at 4% or $77,663 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-7$2,757,407$65,237$9,320iApproximate average salary by contribution assumption: employee only about $232,989 at 4% or $155,326 at 6%; with 50% employer match about $155,326 at 4% or $103,551 at 6%; with 100% employer match about $116,495 at 4% or $77,663 at 6%.
202417$2,257,061$123,710$17,673iApproximate average salary by contribution assumption: employee only about $441,821 at 4% or $294,548 at 6%; with 50% employer match about $294,548 at 4% or $196,365 at 6%; with 100% employer match about $220,911 at 4% or $147,274 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-7$2,257,061$123,710$17,673iApproximate average salary by contribution assumption: employee only about $441,821 at 4% or $294,548 at 6%; with 50% employer match about $294,548 at 4% or $196,365 at 6%; with 100% employer match about $220,911 at 4% or $147,274 at 6%.
202319$1,966,105$227,781$25,309iApproximate average salary by contribution assumption: employee only about $632,725 at 4% or $421,817 at 6%; with 50% employer match about $421,817 at 4% or $281,211 at 6%; with 100% employer match about $316,363 at 4% or $210,908 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-9$1,966,105$227,781$25,309iApproximate average salary by contribution assumption: employee only about $632,725 at 4% or $421,817 at 6%; with 50% employer match about $421,817 at 4% or $281,211 at 6%; with 100% employer match about $316,363 at 4% or $210,908 at 6%.
202218$1,499,868$224,953$28,119iApproximate average salary by contribution assumption: employee only about $702,978 at 4% or $468,652 at 6%; with 50% employer match about $468,652 at 4% or $312,435 at 6%; with 100% employer match about $351,489 at 4% or $234,326 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-8$1,499,868$224,953$28,119iApproximate average salary by contribution assumption: employee only about $702,978 at 4% or $468,652 at 6%; with 50% employer match about $468,652 at 4% or $312,435 at 6%; with 100% employer match about $351,489 at 4% or $234,326 at 6%.
202118$1,482,291$162,533$20,317iApproximate average salary by contribution assumption: employee only about $507,916 at 4% or $338,610 at 6%; with 50% employer match about $338,610 at 4% or $225,740 at 6%; with 100% employer match about $253,958 at 4% or $169,305 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-8$1,482,291$162,533$20,317iApproximate average salary by contribution assumption: employee only about $507,916 at 4% or $338,610 at 6%; with 50% employer match about $338,610 at 4% or $225,740 at 6%; with 100% employer match about $253,958 at 4% or $169,305 at 6%.
202017$1,252,277$194,789$27,827iApproximate average salary by contribution assumption: employee only about $695,675 at 4% or $463,783 at 6%; with 50% employer match about $463,783 at 4% or $309,189 at 6%; with 100% employer match about $347,838 at 4% or $231,892 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-7$1,252,277$194,789$27,827iApproximate average salary by contribution assumption: employee only about $695,675 at 4% or $463,783 at 6%; with 50% employer match about $463,783 at 4% or $309,189 at 6%; with 100% employer match about $347,838 at 4% or $231,892 at 6%.
201916$937,053$194,935$32,489iApproximate average salary by contribution assumption: employee only about $812,229 at 4% or $541,486 at 6%; with 50% employer match about $541,486 at 4% or $360,991 at 6%; with 100% employer match about $406,115 at 4% or $270,743 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-6$937,053$194,935$32,489iApproximate average salary by contribution assumption: employee only about $812,229 at 4% or $541,486 at 6%; with 50% employer match about $541,486 at 4% or $360,991 at 6%; with 100% employer match about $406,115 at 4% or $270,743 at 6%.
201815$638,070$155,726$31,145iApproximate average salary by contribution assumption: employee only about $778,630 at 4% or $519,087 at 6%; with 50% employer match about $519,087 at 4% or $346,058 at 6%; with 100% employer match about $389,315 at 4% or $259,543 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-5$638,070$155,726$31,145iApproximate average salary by contribution assumption: employee only about $778,630 at 4% or $519,087 at 6%; with 50% employer match about $519,087 at 4% or $346,058 at 6%; with 100% employer match about $389,315 at 4% or $259,543 at 6%.
201713$513,778$97,628$32,543iApproximate average salary by contribution assumption: employee only about $813,567 at 4% or $542,378 at 6%; with 50% employer match about $542,378 at 4% or $361,585 at 6%; with 100% employer match about $406,783 at 4% or $271,189 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-3$513,778$97,628$32,543iApproximate average salary by contribution assumption: employee only about $813,567 at 4% or $542,378 at 6%; with 50% employer match about $542,378 at 4% or $361,585 at 6%; with 100% employer match about $406,783 at 4% or $271,189 at 6%.
201614$371,952$99,595$24,899iApproximate average salary by contribution assumption: employee only about $622,469 at 4% or $414,979 at 6%; with 50% employer match about $414,979 at 4% or $276,653 at 6%; with 100% employer match about $311,234 at 4% or $207,490 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-4$371,952$99,595$24,899iApproximate average salary by contribution assumption: employee only about $622,469 at 4% or $414,979 at 6%; with 50% employer match about $414,979 at 4% or $276,653 at 6%; with 100% employer match about $311,234 at 4% or $207,490 at 6%.
201514$249,754$83,562$20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%.
Consilium Wealth Management 401(K) Profit Sharing Plan-4$249,754$83,562$20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%.