Civic Intelligence

Maheras Wealth Management Inc.

Plan context: Maheras Wealth Management Inc. 401(K) Plan & Trust

EIN 27-3649576 • San Mateo, CA • 14 filings • 3 plans

1777 Borel Place, Suite 407San Mateo, CA 94402
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,147,501

2024 Contributions

$75,860

Historical Graphs

Total Assets Over Time

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

$2,147,501$1,073,751$0201220182024YearValue
$2,147,501Latest year 2024

Participants Over Time

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

530201220182024YearValue
3Latest 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
202413$2,147,501$75,860$25,287iApproximate average salary by contribution assumption: employee only about $632,167 at 4% or $421,444 at 6%; with 50% employer match about $421,444 at 4% or $280,963 at 6%; with 100% employer match about $316,083 at 4% or $210,722 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$2,147,501$75,860$25,287iApproximate average salary by contribution assumption: employee only about $632,167 at 4% or $421,444 at 6%; with 50% employer match about $421,444 at 4% or $280,963 at 6%; with 100% employer match about $316,083 at 4% or $210,722 at 6%.
202313$1,906,860$73,842$24,614iApproximate average salary by contribution assumption: employee only about $615,350 at 4% or $410,233 at 6%; with 50% employer match about $410,233 at 4% or $273,489 at 6%; with 100% employer match about $307,675 at 4% or $205,117 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$1,906,860$73,842$24,614iApproximate average salary by contribution assumption: employee only about $615,350 at 4% or $410,233 at 6%; with 50% employer match about $410,233 at 4% or $273,489 at 6%; with 100% employer match about $307,675 at 4% or $205,117 at 6%.
202213$1,550,990$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$1,550,990$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202113$1,785,135$85,196$28,399iApproximate average salary by contribution assumption: employee only about $709,967 at 4% or $473,311 at 6%; with 50% employer match about $473,311 at 4% or $315,541 at 6%; with 100% employer match about $354,983 at 4% or $236,656 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$1,785,135$85,196$28,399iApproximate average salary by contribution assumption: employee only about $709,967 at 4% or $473,311 at 6%; with 50% employer match about $473,311 at 4% or $315,541 at 6%; with 100% employer match about $354,983 at 4% or $236,656 at 6%.
202013$1,473,234$84,683$28,228iApproximate average salary by contribution assumption: employee only about $705,692 at 4% or $470,461 at 6%; with 50% employer match about $470,461 at 4% or $313,641 at 6%; with 100% employer match about $352,846 at 4% or $235,231 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$1,473,234$84,683$28,228iApproximate average salary by contribution assumption: employee only about $705,692 at 4% or $470,461 at 6%; with 50% employer match about $470,461 at 4% or $313,641 at 6%; with 100% employer match about $352,846 at 4% or $235,231 at 6%.
201913$1,216,563$91,741$30,580iApproximate average salary by contribution assumption: employee only about $764,508 at 4% or $509,672 at 6%; with 50% employer match about $509,672 at 4% or $339,781 at 6%; with 100% employer match about $382,254 at 4% or $254,836 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$1,216,563$91,741$30,580iApproximate average salary by contribution assumption: employee only about $764,508 at 4% or $509,672 at 6%; with 50% employer match about $509,672 at 4% or $339,781 at 6%; with 100% employer match about $382,254 at 4% or $254,836 at 6%.
201813$891,847$88,529$29,510iApproximate average salary by contribution assumption: employee only about $737,742 at 4% or $491,828 at 6%; with 50% employer match about $491,828 at 4% or $327,885 at 6%; with 100% employer match about $368,871 at 4% or $245,914 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$891,847$88,529$29,510iApproximate average salary by contribution assumption: employee only about $737,742 at 4% or $491,828 at 6%; with 50% employer match about $491,828 at 4% or $327,885 at 6%; with 100% employer match about $368,871 at 4% or $245,914 at 6%.
201713$871,068$63,683$21,228iApproximate average salary by contribution assumption: employee only about $530,692 at 4% or $353,794 at 6%; with 50% employer match about $353,794 at 4% or $235,863 at 6%; with 100% employer match about $265,346 at 4% or $176,897 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$871,068$63,683$21,228iApproximate average salary by contribution assumption: employee only about $530,692 at 4% or $353,794 at 6%; with 50% employer match about $353,794 at 4% or $235,863 at 6%; with 100% employer match about $265,346 at 4% or $176,897 at 6%.
201613$686,779$53,410$17,803iApproximate average salary by contribution assumption: employee only about $445,083 at 4% or $296,722 at 6%; with 50% employer match about $296,722 at 4% or $197,815 at 6%; with 100% employer match about $222,542 at 4% or $148,361 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$686,779$53,410$17,803iApproximate average salary by contribution assumption: employee only about $445,083 at 4% or $296,722 at 6%; with 50% employer match about $296,722 at 4% or $197,815 at 6%; with 100% employer match about $222,542 at 4% or $148,361 at 6%.
201524$904,589$345,489$86,372iApproximate average salary by contribution assumption: employee only about $2,159,306 at 4% or $1,439,538 at 6%; with 50% employer match about $1,439,538 at 4% or $959,692 at 6%; with 100% employer match about $1,079,653 at 4% or $719,769 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-4$596,858$39,020$9,755iApproximate average salary by contribution assumption: employee only about $243,875 at 4% or $162,583 at 6%; with 50% employer match about $162,583 at 4% or $108,389 at 6%; with 100% employer match about $121,938 at 4% or $81,292 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-3$307,731$306,469$102,156iApproximate average salary by contribution assumption: employee only about $2,553,908 at 4% or $1,702,606 at 6%; with 50% employer match about $1,702,606 at 4% or $1,135,070 at 6%; with 100% employer match about $1,276,954 at 4% or $851,303 at 6%.
201414$573,856$34,975$8,744iApproximate average salary by contribution assumption: employee only about $218,594 at 4% or $145,729 at 6%; with 50% employer match about $145,729 at 4% or $97,153 at 6%; with 100% employer match about $109,297 at 4% or $72,865 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-4$573,856$34,975$8,744iApproximate average salary by contribution assumption: employee only about $218,594 at 4% or $145,729 at 6%; with 50% employer match about $145,729 at 4% or $97,153 at 6%; with 100% employer match about $109,297 at 4% or $72,865 at 6%.
201314$499,826$36,530$9,133iApproximate average salary by contribution assumption: employee only about $228,313 at 4% or $152,208 at 6%; with 50% employer match about $152,208 at 4% or $101,472 at 6%; with 100% employer match about $114,156 at 4% or $76,104 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-4$499,826$36,530$9,133iApproximate average salary by contribution assumption: employee only about $228,313 at 4% or $152,208 at 6%; with 50% employer match about $152,208 at 4% or $101,472 at 6%; with 100% employer match about $114,156 at 4% or $76,104 at 6%.
201215$399,674$30,420$6,084iApproximate average salary by contribution assumption: employee only about $152,100 at 4% or $101,400 at 6%; with 50% employer match about $101,400 at 4% or $67,600 at 6%; with 100% employer match about $76,050 at 4% or $50,700 at 6%.
Maheras Wealth Management Inc. 401(K) Plan & Trust-5$399,674$30,420$6,084iApproximate average salary by contribution assumption: employee only about $152,100 at 4% or $101,400 at 6%; with 50% employer match about $101,400 at 4% or $67,600 at 6%; with 100% employer match about $76,050 at 4% or $50,700 at 6%.