Civic Intelligence

Kwb Wealth

Plan context: Kwb Wealth 401K Plan

EIN 33-0703534 • Redlands, CA • 39 filings • 5 plans

1782 Orange Tree LaneRedlands, CA 92374-2856
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$7,464,279

2024 Contributions

$493,918

Historical Graphs

Total Assets Over Time

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

$9,210,919$4,605,460$0199920132024YearValue
$7,464,279Latest year 2024

Participants Over Time

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

21110199920122024YearValue
21Latest 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
2024121$7,464,279$493,918$23,520iApproximate average salary by contribution assumption: employee only about $587,998 at 4% or $391,998 at 6%; with 50% employer match about $391,998 at 4% or $261,332 at 6%; with 100% employer match about $293,999 at 4% or $195,999 at 6%.
Kwb Wealth 401K Plan-21$7,464,279$493,918$23,520iApproximate average salary by contribution assumption: employee only about $587,998 at 4% or $391,998 at 6%; with 50% employer match about $391,998 at 4% or $261,332 at 6%; with 100% employer match about $293,999 at 4% or $195,999 at 6%.
2023214$6,082,898$505,768$36,126iApproximate average salary by contribution assumption: employee only about $903,157 at 4% or $602,105 at 6%; with 50% employer match about $602,105 at 4% or $401,403 at 6%; with 100% employer match about $451,579 at 4% or $301,052 at 6%.
Kwb Wealth 401K Plan-14$6,082,898$403,268$28,805iApproximate average salary by contribution assumption: employee only about $720,121 at 4% or $480,081 at 6%; with 50% employer match about $480,081 at 4% or $320,054 at 6%; with 100% employer match about $360,061 at 4% or $240,040 at 6%.
KWB WEALTH DEFINED BENEFIT PLAN-0$0$102,500-
2022212$7,948,400$565,026$47,086iApproximate average salary by contribution assumption: employee only about $1,177,138 at 4% or $784,758 at 6%; with 50% employer match about $784,758 at 4% or $523,172 at 6%; with 100% employer match about $588,569 at 4% or $392,379 at 6%.
Kwb Wealth 401K Plan-12$4,730,509$403,526$33,627iApproximate average salary by contribution assumption: employee only about $840,679 at 4% or $560,453 at 6%; with 50% employer match about $560,453 at 4% or $373,635 at 6%; with 100% employer match about $420,340 at 4% or $280,226 at 6%.
KWB WEALTH DEFINED BENEFIT PLAN-11$3,217,891$161,500$14,682iApproximate average salary by contribution assumption: employee only about $367,045 at 4% or $244,697 at 6%; with 50% employer match about $244,697 at 4% or $163,131 at 6%; with 100% employer match about $183,523 at 4% or $122,348 at 6%.
2021212$9,210,919$512,338$42,695iApproximate average salary by contribution assumption: employee only about $1,067,371 at 4% or $711,581 at 6%; with 50% employer match about $711,581 at 4% or $474,387 at 6%; with 100% employer match about $533,685 at 4% or $355,790 at 6%.
Kwb Wealth 401K Plan-12$5,459,945$355,338$29,612iApproximate average salary by contribution assumption: employee only about $740,288 at 4% or $493,525 at 6%; with 50% employer match about $493,525 at 4% or $329,017 at 6%; with 100% employer match about $370,144 at 4% or $246,763 at 6%.
KWB WEALTH DEFINED BENEFIT PLAN-12$3,750,974$157,000$13,083iApproximate average salary by contribution assumption: employee only about $327,083 at 4% or $218,056 at 6%; with 50% employer match about $218,056 at 4% or $145,370 at 6%; with 100% employer match about $163,542 at 4% or $109,028 at 6%.
2020212$7,690,907$519,008$43,251iApproximate average salary by contribution assumption: employee only about $1,081,267 at 4% or $720,844 at 6%; with 50% employer match about $720,844 at 4% or $480,563 at 6%; with 100% employer match about $540,633 at 4% or $360,422 at 6%.
Kwb Wealth 401K Plan-11$4,524,608$311,008$28,273iApproximate average salary by contribution assumption: employee only about $706,836 at 4% or $471,224 at 6%; with 50% employer match about $471,224 at 4% or $314,149 at 6%; with 100% employer match about $353,418 at 4% or $235,612 at 6%.
KWB WEALTH DEFINED BENEFIT PLAN-12$3,166,299$208,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
2019213$6,152,597$500,431$38,495iApproximate average salary by contribution assumption: employee only about $962,367 at 4% or $641,578 at 6%; with 50% employer match about $641,578 at 4% or $427,719 at 6%; with 100% employer match about $481,184 at 4% or $320,789 at 6%.
Kwb Wealth 401K Plan-13$3,543,866$284,431$21,879iApproximate average salary by contribution assumption: employee only about $546,983 at 4% or $364,655 at 6%; with 50% employer match about $364,655 at 4% or $243,103 at 6%; with 100% employer match about $273,491 at 4% or $182,328 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-12$2,608,731$216,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2018211$4,546,383$421,953$38,359iApproximate average salary by contribution assumption: employee only about $958,984 at 4% or $639,323 at 6%; with 50% employer match about $639,323 at 4% or $426,215 at 6%; with 100% employer match about $479,492 at 4% or $319,661 at 6%.
Kwb Wealth 401K Plan-9$2,633,582$228,953$25,439iApproximate average salary by contribution assumption: employee only about $635,981 at 4% or $423,987 at 6%; with 50% employer match about $423,987 at 4% or $282,658 at 6%; with 100% employer match about $317,990 at 4% or $211,994 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-11$1,912,801$193,000$17,545iApproximate average salary by contribution assumption: employee only about $438,636 at 4% or $292,424 at 6%; with 50% employer match about $292,424 at 4% or $194,949 at 6%; with 100% employer match about $219,318 at 4% or $146,212 at 6%.
2017215$6,572,711$506,054$33,737iApproximate average salary by contribution assumption: employee only about $843,423 at 4% or $562,282 at 6%; with 50% employer match about $562,282 at 4% or $374,855 at 6%; with 100% employer match about $421,712 at 4% or $281,141 at 6%.
Kwb Wealth 401K Plan-15$4,606,453$293,054$19,537iApproximate average salary by contribution assumption: employee only about $488,423 at 4% or $325,616 at 6%; with 50% employer match about $325,616 at 4% or $217,077 at 6%; with 100% employer match about $244,212 at 4% or $162,808 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-13$1,966,258$213,000$16,385iApproximate average salary by contribution assumption: employee only about $409,615 at 4% or $273,077 at 6%; with 50% employer match about $273,077 at 4% or $182,051 at 6%; with 100% employer match about $204,808 at 4% or $136,538 at 6%.
2016214$5,058,819$482,724$34,480iApproximate average salary by contribution assumption: employee only about $862,007 at 4% or $574,671 at 6%; with 50% employer match about $574,671 at 4% or $383,114 at 6%; with 100% employer match about $431,004 at 4% or $287,336 at 6%.
Kwb Wealth 401K Plan-14$3,630,400$269,394$19,242iApproximate average salary by contribution assumption: employee only about $481,061 at 4% or $320,707 at 6%; with 50% employer match about $320,707 at 4% or $213,805 at 6%; with 100% employer match about $240,530 at 4% or $160,354 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-13$1,428,419$213,330$16,410iApproximate average salary by contribution assumption: employee only about $410,250 at 4% or $273,500 at 6%; with 50% employer match about $273,500 at 4% or $182,333 at 6%; with 100% employer match about $205,125 at 4% or $136,750 at 6%.
2015213$4,232,500$433,828$33,371iApproximate average salary by contribution assumption: employee only about $834,285 at 4% or $556,190 at 6%; with 50% employer match about $556,190 at 4% or $370,793 at 6%; with 100% employer match about $417,142 at 4% or $278,095 at 6%.
Kwb Wealth 401K Plan-13$3,115,092$247,734$19,056iApproximate average salary by contribution assumption: employee only about $476,412 at 4% or $317,608 at 6%; with 50% employer match about $317,608 at 4% or $211,738 at 6%; with 100% employer match about $238,206 at 4% or $158,804 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-12$1,117,408$186,094$15,508iApproximate average salary by contribution assumption: employee only about $387,696 at 4% or $258,464 at 6%; with 50% employer match about $258,464 at 4% or $172,309 at 6%; with 100% employer match about $193,848 at 4% or $129,232 at 6%.
2014215$4,021,726$414,565$27,638iApproximate average salary by contribution assumption: employee only about $690,942 at 4% or $460,628 at 6%; with 50% employer match about $460,628 at 4% or $307,085 at 6%; with 100% employer match about $345,471 at 4% or $230,314 at 6%.
Kwb Wealth 401K Plan-15$3,089,459$209,565$13,971iApproximate average salary by contribution assumption: employee only about $349,275 at 4% or $232,850 at 6%; with 50% employer match about $232,850 at 4% or $155,233 at 6%; with 100% employer match about $174,638 at 4% or $116,425 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-11$932,267$205,000$18,636iApproximate average salary by contribution assumption: employee only about $465,909 at 4% or $310,606 at 6%; with 50% employer match about $310,606 at 4% or $207,071 at 6%; with 100% employer match about $232,955 at 4% or $155,303 at 6%.
2013215$3,439,737$382,864$25,524iApproximate average salary by contribution assumption: employee only about $638,107 at 4% or $425,404 at 6%; with 50% employer match about $425,404 at 4% or $283,603 at 6%; with 100% employer match about $319,053 at 4% or $212,702 at 6%.
Kwb Wealth 401K Plan-15$2,749,937$192,864$12,858iApproximate average salary by contribution assumption: employee only about $321,440 at 4% or $214,293 at 6%; with 50% employer match about $214,293 at 4% or $142,862 at 6%; with 100% employer match about $160,720 at 4% or $107,147 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-11$689,800$190,000$17,273iApproximate average salary by contribution assumption: employee only about $431,818 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,939 at 6%.
2012216$2,556,953$342,726$21,420iApproximate average salary by contribution assumption: employee only about $535,509 at 4% or $357,006 at 6%; with 50% employer match about $357,006 at 4% or $238,004 at 6%; with 100% employer match about $267,755 at 4% or $178,503 at 6%.
Kwb Wealth 401K Plan-16$2,145,828$152,061$9,504iApproximate average salary by contribution assumption: employee only about $237,595 at 4% or $158,397 at 6%; with 50% employer match about $158,397 at 4% or $105,598 at 6%; with 100% employer match about $118,798 at 4% or $79,198 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-10$411,125$190,665$19,067iApproximate average salary by contribution assumption: employee only about $476,663 at 4% or $317,775 at 6%; with 50% employer match about $317,775 at 4% or $211,850 at 6%; with 100% employer match about $238,331 at 4% or $158,888 at 6%.
2011215$1,958,246$338,603$22,574iApproximate average salary by contribution assumption: employee only about $564,338 at 4% or $376,226 at 6%; with 50% employer match about $376,226 at 4% or $250,817 at 6%; with 100% employer match about $282,169 at 4% or $188,113 at 6%.
Kwb Wealth 401K Plan-15$1,766,592$146,255$9,750iApproximate average salary by contribution assumption: employee only about $243,758 at 4% or $162,506 at 6%; with 50% employer match about $162,506 at 4% or $108,337 at 6%; with 100% employer match about $121,879 at 4% or $81,253 at 6%.
KWB & ASSOCIATES, INC. DEFINED BENEFIT PLAN-10$191,654$192,348$19,235iApproximate average salary by contribution assumption: employee only about $480,870 at 4% or $320,580 at 6%; with 50% employer match about $320,580 at 4% or $213,720 at 6%; with 100% employer match about $240,435 at 4% or $160,290 at 6%.
2010117$1,666,985$141,492$8,323iApproximate average salary by contribution assumption: employee only about $208,076 at 4% or $138,718 at 6%; with 50% employer match about $138,718 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,359 at 6%.
Kwb Wealth 401K Plan-17$1,666,985$141,492$8,323iApproximate average salary by contribution assumption: employee only about $208,076 at 4% or $138,718 at 6%; with 50% employer match about $138,718 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,359 at 6%.
2009115$1,338,874$204,417$13,628iApproximate average salary by contribution assumption: employee only about $340,695 at 4% or $227,130 at 6%; with 50% employer match about $227,130 at 4% or $151,420 at 6%; with 100% employer match about $170,348 at 4% or $113,565 at 6%.
Kwb Wealth 401K Plan-15$1,338,874$204,417$13,628iApproximate average salary by contribution assumption: employee only about $340,695 at 4% or $227,130 at 6%; with 50% employer match about $227,130 at 4% or $151,420 at 6%; with 100% employer match about $170,348 at 4% or $113,565 at 6%.
200818$909,185$143,177$17,897iApproximate average salary by contribution assumption: employee only about $447,428 at 4% or $298,285 at 6%; with 50% employer match about $298,285 at 4% or $198,857 at 6%; with 100% employer match about $223,714 at 4% or $149,143 at 6%.
Kwb Wealth 401K Plan-8$909,185$143,177$17,897iApproximate average salary by contribution assumption: employee only about $447,428 at 4% or $298,285 at 6%; with 50% employer match about $298,285 at 4% or $198,857 at 6%; with 100% employer match about $223,714 at 4% or $149,143 at 6%.
200718$1,273,383$148,926$18,616iApproximate average salary by contribution assumption: employee only about $465,394 at 4% or $310,263 at 6%; with 50% employer match about $310,263 at 4% or $206,842 at 6%; with 100% employer match about $232,697 at 4% or $155,131 at 6%.
Kwb Wealth 401K Plan-8$1,273,383$148,926$18,616iApproximate average salary by contribution assumption: employee only about $465,394 at 4% or $310,263 at 6%; with 50% employer match about $310,263 at 4% or $206,842 at 6%; with 100% employer match about $232,697 at 4% or $155,131 at 6%.
200618$1,034,313$126,552$15,819iApproximate average salary by contribution assumption: employee only about $395,475 at 4% or $263,650 at 6%; with 50% employer match about $263,650 at 4% or $175,767 at 6%; with 100% employer match about $197,738 at 4% or $131,825 at 6%.
Kwb Wealth 401K Plan-8$1,034,313$126,552$15,819iApproximate average salary by contribution assumption: employee only about $395,475 at 4% or $263,650 at 6%; with 50% employer match about $263,650 at 4% or $175,767 at 6%; with 100% employer match about $197,738 at 4% or $131,825 at 6%.
200517$802,273$110,126$15,732iApproximate average salary by contribution assumption: employee only about $393,307 at 4% or $262,205 at 6%; with 50% employer match about $262,205 at 4% or $174,803 at 6%; with 100% employer match about $196,654 at 4% or $131,102 at 6%.
Kwb Wealth 401K Plan-7$802,273$110,126$15,732iApproximate average salary by contribution assumption: employee only about $393,307 at 4% or $262,205 at 6%; with 50% employer match about $262,205 at 4% or $174,803 at 6%; with 100% employer match about $196,654 at 4% or $131,102 at 6%.
200419$623,707$110,229$12,248iApproximate average salary by contribution assumption: employee only about $306,192 at 4% or $204,128 at 6%; with 50% employer match about $204,128 at 4% or $136,085 at 6%; with 100% employer match about $153,096 at 4% or $102,064 at 6%.
Kwb Wealth 401K Plan-9$623,707$110,229$12,248iApproximate average salary by contribution assumption: employee only about $306,192 at 4% or $204,128 at 6%; with 50% employer match about $204,128 at 4% or $136,085 at 6%; with 100% employer match about $153,096 at 4% or $102,064 at 6%.
200318$564,803$98,672$12,334iApproximate average salary by contribution assumption: employee only about $308,350 at 4% or $205,567 at 6%; with 50% employer match about $205,567 at 4% or $137,044 at 6%; with 100% employer match about $154,175 at 4% or $102,783 at 6%.
Kwb Wealth 401K Plan-8$564,803$98,672$12,334iApproximate average salary by contribution assumption: employee only about $308,350 at 4% or $205,567 at 6%; with 50% employer match about $205,567 at 4% or $137,044 at 6%; with 100% employer match about $154,175 at 4% or $102,783 at 6%.
200219$0$0-
Kwb Wealth 401K Plan-9---
200118$344,059$92,298$11,537iApproximate average salary by contribution assumption: employee only about $288,431 at 4% or $192,288 at 6%; with 50% employer match about $192,288 at 4% or $128,192 at 6%; with 100% employer match about $144,216 at 4% or $96,144 at 6%.
Kwb Wealth 401K Plan-8$344,059$92,298$11,537iApproximate average salary by contribution assumption: employee only about $288,431 at 4% or $192,288 at 6%; with 50% employer match about $192,288 at 4% or $128,192 at 6%; with 100% employer match about $144,216 at 4% or $96,144 at 6%.
200016$0$0-
Kwb Wealth 401K Plan-6---
199916$368,892$73,274$12,212iApproximate average salary by contribution assumption: employee only about $305,308 at 4% or $203,539 at 6%; with 50% employer match about $203,539 at 4% or $135,693 at 6%; with 100% employer match about $152,654 at 4% or $101,769 at 6%.
Kwb Wealth 401K Plan-6$368,892$73,274$12,212iApproximate average salary by contribution assumption: employee only about $305,308 at 4% or $203,539 at 6%; with 50% employer match about $203,539 at 4% or $135,693 at 6%; with 100% employer match about $152,654 at 4% or $101,769 at 6%.