Civic Intelligence

Sensible Money LLC

Plan context: Sensible Money LLC 401 K Profit Sharing Plan Trust

EIN 45-2724692 • Scottsdale, AZ • 10 filings • 2 plans

4200 N Marshall Way Ste 2Scottsdale, AZ 85251-3223
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,413,486

2024 Contributions

$297,430

Historical Graphs

Total Assets Over Time

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

$1,413,486$706,743$0201520202024YearValue
$1,413,486Latest year 2024

Participants Over Time

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

1680201520202024YearValue
16Latest 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
2024116$1,413,486$297,430$18,589iApproximate average salary by contribution assumption: employee only about $464,734 at 4% or $309,823 at 6%; with 50% employer match about $309,823 at 4% or $206,549 at 6%; with 100% employer match about $232,367 at 4% or $154,911 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-16$1,413,486$297,430$18,589iApproximate average salary by contribution assumption: employee only about $464,734 at 4% or $309,823 at 6%; with 50% employer match about $309,823 at 4% or $206,549 at 6%; with 100% employer match about $232,367 at 4% or $154,911 at 6%.
2023116$986,010$217,460$13,591iApproximate average salary by contribution assumption: employee only about $339,781 at 4% or $226,521 at 6%; with 50% employer match about $226,521 at 4% or $151,014 at 6%; with 100% employer match about $169,891 at 4% or $113,260 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-16$986,010$217,460$13,591iApproximate average salary by contribution assumption: employee only about $339,781 at 4% or $226,521 at 6%; with 50% employer match about $226,521 at 4% or $151,014 at 6%; with 100% employer match about $169,891 at 4% or $113,260 at 6%.
2022115$897,663$218,830$14,589iApproximate average salary by contribution assumption: employee only about $364,717 at 4% or $243,144 at 6%; with 50% employer match about $243,144 at 4% or $162,096 at 6%; with 100% employer match about $182,358 at 4% or $121,572 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-15$897,663$218,830$14,589iApproximate average salary by contribution assumption: employee only about $364,717 at 4% or $243,144 at 6%; with 50% employer match about $243,144 at 4% or $162,096 at 6%; with 100% employer match about $182,358 at 4% or $121,572 at 6%.
2021112$965,732$183,213$15,268iApproximate average salary by contribution assumption: employee only about $381,694 at 4% or $254,463 at 6%; with 50% employer match about $254,463 at 4% or $169,642 at 6%; with 100% employer match about $190,847 at 4% or $127,231 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-12$965,732$183,213$15,268iApproximate average salary by contribution assumption: employee only about $381,694 at 4% or $254,463 at 6%; with 50% employer match about $254,463 at 4% or $169,642 at 6%; with 100% employer match about $190,847 at 4% or $127,231 at 6%.
2020112$732,779$141,691$11,808iApproximate average salary by contribution assumption: employee only about $295,190 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,195 at 6%; with 100% employer match about $147,595 at 4% or $98,397 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-12$732,779$141,691$11,808iApproximate average salary by contribution assumption: employee only about $295,190 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,195 at 6%; with 100% employer match about $147,595 at 4% or $98,397 at 6%.
2019111$485,373$162,766$14,797iApproximate average salary by contribution assumption: employee only about $369,923 at 4% or $246,615 at 6%; with 50% employer match about $246,615 at 4% or $164,410 at 6%; with 100% employer match about $184,961 at 4% or $123,308 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-11$485,373$162,766$14,797iApproximate average salary by contribution assumption: employee only about $369,923 at 4% or $246,615 at 6%; with 50% employer match about $246,615 at 4% or $164,410 at 6%; with 100% employer match about $184,961 at 4% or $123,308 at 6%.
2018111$263,521$85,997$7,818iApproximate average salary by contribution assumption: employee only about $195,448 at 4% or $130,298 at 6%; with 50% employer match about $130,298 at 4% or $86,866 at 6%; with 100% employer match about $97,724 at 4% or $65,149 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-11$263,521$85,997$7,818iApproximate average salary by contribution assumption: employee only about $195,448 at 4% or $130,298 at 6%; with 50% employer match about $130,298 at 4% or $86,866 at 6%; with 100% employer match about $97,724 at 4% or $65,149 at 6%.
201717$211,061$79,278$11,325iApproximate average salary by contribution assumption: employee only about $283,136 at 4% or $188,757 at 6%; with 50% employer match about $188,757 at 4% or $125,838 at 6%; with 100% employer match about $141,568 at 4% or $94,379 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-7$211,061$79,278$11,325iApproximate average salary by contribution assumption: employee only about $283,136 at 4% or $188,757 at 6%; with 50% employer match about $188,757 at 4% or $125,838 at 6%; with 100% employer match about $141,568 at 4% or $94,379 at 6%.
201617$99,706$64,499$9,214iApproximate average salary by contribution assumption: employee only about $230,354 at 4% or $153,569 at 6%; with 50% employer match about $153,569 at 4% or $102,379 at 6%; with 100% employer match about $115,177 at 4% or $76,785 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-7$99,706$64,499$9,214iApproximate average salary by contribution assumption: employee only about $230,354 at 4% or $153,569 at 6%; with 50% employer match about $153,569 at 4% or $102,379 at 6%; with 100% employer match about $115,177 at 4% or $76,785 at 6%.
201515$29,421$29,715$5,943iApproximate average salary by contribution assumption: employee only about $148,575 at 4% or $99,050 at 6%; with 50% employer match about $99,050 at 4% or $66,033 at 6%; with 100% employer match about $74,288 at 4% or $49,525 at 6%.
Sensible Money LLC 401 K Profit Sharing Plan Trust-5$29,421$29,715$5,943iApproximate average salary by contribution assumption: employee only about $148,575 at 4% or $99,050 at 6%; with 50% employer match about $99,050 at 4% or $66,033 at 6%; with 100% employer match about $74,288 at 4% or $49,525 at 6%.