Civic Intelligence

Olympic Wealth Management Inc.

Plan context: Olympic Wealth Management Inc. 401(K) Plan

EIN 27-3849675 • Bothell, WA • 20 filings • 4 plans

19125 North Creek Parkway Suite 120Bothell, WA 98011
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,627,039

2024 Contributions

$233,177

Historical Graphs

Total Assets Over Time

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

$2,627,039$1,313,520$0201120182024YearValue
$2,627,039Latest year 2024

Participants Over Time

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

210201120182024YearValue
2Latest 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
202422$2,627,039$233,177$116,589iApproximate average salary by contribution assumption: employee only about $2,914,713 at 4% or $1,943,142 at 6%; with 50% employer match about $1,943,142 at 4% or $1,295,428 at 6%; with 100% employer match about $1,457,356 at 4% or $971,571 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$1,324,023$48,177$24,089iApproximate average salary by contribution assumption: employee only about $602,213 at 4% or $401,475 at 6%; with 50% employer match about $401,475 at 4% or $267,650 at 6%; with 100% employer match about $301,106 at 4% or $200,738 at 6%.
OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$1,303,016$185,000$92,500iApproximate average salary by contribution assumption: employee only about $2,312,500 at 4% or $1,541,667 at 6%; with 50% employer match about $1,541,667 at 4% or $1,027,778 at 6%; with 100% employer match about $1,156,250 at 4% or $770,833 at 6%.
202322$2,148,659$208,759$104,380iApproximate average salary by contribution assumption: employee only about $2,609,488 at 4% or $1,739,658 at 6%; with 50% employer match about $1,739,658 at 4% or $1,159,772 at 6%; with 100% employer match about $1,304,744 at 4% or $869,829 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$1,177,672$111,759$55,880iApproximate average salary by contribution assumption: employee only about $1,396,988 at 4% or $931,325 at 6%; with 50% employer match about $931,325 at 4% or $620,883 at 6%; with 100% employer match about $698,494 at 4% or $465,663 at 6%.
OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$970,987$97,000$48,500iApproximate average salary by contribution assumption: employee only about $1,212,500 at 4% or $808,333 at 6%; with 50% employer match about $808,333 at 4% or $538,889 at 6%; with 100% employer match about $606,250 at 4% or $404,167 at 6%.
202222$1,709,510$298,566$149,283iApproximate average salary by contribution assumption: employee only about $3,732,075 at 4% or $2,488,050 at 6%; with 50% employer match about $2,488,050 at 4% or $1,658,700 at 6%; with 100% employer match about $1,866,038 at 4% or $1,244,025 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$933,040$48,566$24,283iApproximate average salary by contribution assumption: employee only about $607,075 at 4% or $404,717 at 6%; with 50% employer match about $404,717 at 4% or $269,811 at 6%; with 100% employer match about $303,538 at 4% or $202,358 at 6%.
OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$776,470$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
202122$1,703,976$259,604$129,802iApproximate average salary by contribution assumption: employee only about $3,245,050 at 4% or $2,163,367 at 6%; with 50% employer match about $2,163,367 at 4% or $1,442,244 at 6%; with 100% employer match about $1,622,525 at 4% or $1,081,683 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$1,117,515$48,859$24,430iApproximate average salary by contribution assumption: employee only about $610,738 at 4% or $407,158 at 6%; with 50% employer match about $407,158 at 4% or $271,439 at 6%; with 100% employer match about $305,369 at 4% or $203,579 at 6%.
OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$586,461$210,745$105,373iApproximate average salary by contribution assumption: employee only about $2,634,313 at 4% or $1,756,208 at 6%; with 50% employer match about $1,756,208 at 4% or $1,170,806 at 6%; with 100% employer match about $1,317,156 at 4% or $878,104 at 6%.
202022$1,094,325$228,964$114,482iApproximate average salary by contribution assumption: employee only about $2,862,050 at 4% or $1,908,033 at 6%; with 50% employer match about $1,908,033 at 4% or $1,272,022 at 6%; with 100% employer match about $1,431,025 at 4% or $954,017 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$765,822$42,882$21,441iApproximate average salary by contribution assumption: employee only about $536,025 at 4% or $357,350 at 6%; with 50% employer match about $357,350 at 4% or $238,233 at 6%; with 100% employer match about $268,013 at 4% or $178,675 at 6%.
OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$328,503$186,082$93,041iApproximate average salary by contribution assumption: employee only about $2,326,025 at 4% or $1,550,683 at 6%; with 50% employer match about $1,550,683 at 4% or $1,033,789 at 6%; with 100% employer match about $1,163,013 at 4% or $775,342 at 6%.
201922$757,929$170,815$85,408iApproximate average salary by contribution assumption: employee only about $2,135,188 at 4% or $1,423,458 at 6%; with 50% employer match about $1,423,458 at 4% or $948,972 at 6%; with 100% employer match about $1,067,594 at 4% or $711,729 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$631,229$44,115$22,058iApproximate average salary by contribution assumption: employee only about $551,438 at 4% or $367,625 at 6%; with 50% employer match about $367,625 at 4% or $245,083 at 6%; with 100% employer match about $275,719 at 4% or $183,813 at 6%.
OLYMPIC WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$126,700$126,700$63,350iApproximate average salary by contribution assumption: employee only about $1,583,750 at 4% or $1,055,833 at 6%; with 50% employer match about $1,055,833 at 4% or $703,889 at 6%; with 100% employer match about $791,875 at 4% or $527,917 at 6%.
201812$449,195$67,358$33,679iApproximate average salary by contribution assumption: employee only about $841,975 at 4% or $561,317 at 6%; with 50% employer match about $561,317 at 4% or $374,211 at 6%; with 100% employer match about $420,988 at 4% or $280,658 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$449,195$67,358$33,679iApproximate average salary by contribution assumption: employee only about $841,975 at 4% or $561,317 at 6%; with 50% employer match about $561,317 at 4% or $374,211 at 6%; with 100% employer match about $420,988 at 4% or $280,658 at 6%.
201712$443,881$80,584$40,292iApproximate average salary by contribution assumption: employee only about $1,007,300 at 4% or $671,533 at 6%; with 50% employer match about $671,533 at 4% or $447,689 at 6%; with 100% employer match about $503,650 at 4% or $335,767 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$443,881$80,584$40,292iApproximate average salary by contribution assumption: employee only about $1,007,300 at 4% or $671,533 at 6%; with 50% employer match about $671,533 at 4% or $447,689 at 6%; with 100% employer match about $503,650 at 4% or $335,767 at 6%.
201612$329,733$14,202$7,101iApproximate average salary by contribution assumption: employee only about $177,525 at 4% or $118,350 at 6%; with 50% employer match about $118,350 at 4% or $78,900 at 6%; with 100% employer match about $88,763 at 4% or $59,175 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$329,733$14,202$7,101iApproximate average salary by contribution assumption: employee only about $177,525 at 4% or $118,350 at 6%; with 50% employer match about $118,350 at 4% or $78,900 at 6%; with 100% employer match about $88,763 at 4% or $59,175 at 6%.
201512$266,007$13,485$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$266,007$13,485$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
201412$273,482$12,334$6,167iApproximate average salary by contribution assumption: employee only about $154,175 at 4% or $102,783 at 6%; with 50% employer match about $102,783 at 4% or $68,522 at 6%; with 100% employer match about $77,088 at 4% or $51,392 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$273,482$12,334$6,167iApproximate average salary by contribution assumption: employee only about $154,175 at 4% or $102,783 at 6%; with 50% employer match about $102,783 at 4% or $68,522 at 6%; with 100% employer match about $77,088 at 4% or $51,392 at 6%.
201312$217,878$6,899$3,450iApproximate average salary by contribution assumption: employee only about $86,238 at 4% or $57,492 at 6%; with 50% employer match about $57,492 at 4% or $38,328 at 6%; with 100% employer match about $43,119 at 4% or $28,746 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$217,878$6,899$3,450iApproximate average salary by contribution assumption: employee only about $86,238 at 4% or $57,492 at 6%; with 50% employer match about $57,492 at 4% or $38,328 at 6%; with 100% employer match about $43,119 at 4% or $28,746 at 6%.
201212$176,177$5,093$2,547iApproximate average salary by contribution assumption: employee only about $63,663 at 4% or $42,442 at 6%; with 50% employer match about $42,442 at 4% or $28,294 at 6%; with 100% employer match about $31,831 at 4% or $21,221 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$176,177$5,093$2,547iApproximate average salary by contribution assumption: employee only about $63,663 at 4% or $42,442 at 6%; with 50% employer match about $42,442 at 4% or $28,294 at 6%; with 100% employer match about $31,831 at 4% or $21,221 at 6%.
201112$149,476$162,182$81,091iApproximate average salary by contribution assumption: employee only about $2,027,275 at 4% or $1,351,517 at 6%; with 50% employer match about $1,351,517 at 4% or $901,011 at 6%; with 100% employer match about $1,013,638 at 4% or $675,758 at 6%.
Olympic Wealth Management Inc. 401(K) Plan-2$149,476$162,182$81,091iApproximate average salary by contribution assumption: employee only about $2,027,275 at 4% or $1,351,517 at 6%; with 50% employer match about $1,351,517 at 4% or $901,011 at 6%; with 100% employer match about $1,013,638 at 4% or $675,758 at 6%.