Civic Intelligence

Conestoga Wealth Partners LLC

Plan context: Conestoga Wealth Partners Retirement Plan

EIN 45-2881145 • Gig Harbor, WA • 13 filings • 1 plans

3226 Rosedale Street NW, Suite 200Gig Harbor, WA 98335-1806
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,182,065

2024 Contributions

$133,885

Historical Graphs

Total Assets Over Time

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

$4,182,065$2,091,033$0201220182024YearValue
$4,182,065Latest year 2024

Participants Over Time

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

840201220182024YearValue
7Latest 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
202417$4,182,065$133,885$19,126iApproximate average salary by contribution assumption: employee only about $478,161 at 4% or $318,774 at 6%; with 50% employer match about $318,774 at 4% or $212,516 at 6%; with 100% employer match about $239,080 at 4% or $159,387 at 6%.
Conestoga Wealth Partners Retirement Plan-7$4,182,065$133,885$19,126iApproximate average salary by contribution assumption: employee only about $478,161 at 4% or $318,774 at 6%; with 50% employer match about $318,774 at 4% or $212,516 at 6%; with 100% employer match about $239,080 at 4% or $159,387 at 6%.
202318$3,527,991$110,558$13,820iApproximate average salary by contribution assumption: employee only about $345,494 at 4% or $230,329 at 6%; with 50% employer match about $230,329 at 4% or $153,553 at 6%; with 100% employer match about $172,747 at 4% or $115,165 at 6%.
Conestoga Wealth Partners Retirement Plan-8$3,527,991$110,558$13,820iApproximate average salary by contribution assumption: employee only about $345,494 at 4% or $230,329 at 6%; with 50% employer match about $230,329 at 4% or $153,553 at 6%; with 100% employer match about $172,747 at 4% or $115,165 at 6%.
202216$2,960,133$108,480$18,080iApproximate average salary by contribution assumption: employee only about $452,000 at 4% or $301,333 at 6%; with 50% employer match about $301,333 at 4% or $200,889 at 6%; with 100% employer match about $226,000 at 4% or $150,667 at 6%.
Conestoga Wealth Partners Retirement Plan-6$2,960,133$108,480$18,080iApproximate average salary by contribution assumption: employee only about $452,000 at 4% or $301,333 at 6%; with 50% employer match about $301,333 at 4% or $200,889 at 6%; with 100% employer match about $226,000 at 4% or $150,667 at 6%.
202116$3,465,836$708,945$118,158iApproximate average salary by contribution assumption: employee only about $2,953,938 at 4% or $1,969,292 at 6%; with 50% employer match about $1,969,292 at 4% or $1,312,861 at 6%; with 100% employer match about $1,476,969 at 4% or $984,646 at 6%.
Conestoga Wealth Partners Retirement Plan-6$3,465,836$708,945$118,158iApproximate average salary by contribution assumption: employee only about $2,953,938 at 4% or $1,969,292 at 6%; with 50% employer match about $1,969,292 at 4% or $1,312,861 at 6%; with 100% employer match about $1,476,969 at 4% or $984,646 at 6%.
202015$2,413,766$90,183$18,037iApproximate average salary by contribution assumption: employee only about $450,915 at 4% or $300,610 at 6%; with 50% employer match about $300,610 at 4% or $200,407 at 6%; with 100% employer match about $225,457 at 4% or $150,305 at 6%.
Conestoga Wealth Partners Retirement Plan-5$2,413,766$90,183$18,037iApproximate average salary by contribution assumption: employee only about $450,915 at 4% or $300,610 at 6%; with 50% employer match about $300,610 at 4% or $200,407 at 6%; with 100% employer match about $225,457 at 4% or $150,305 at 6%.
201915$2,137,021$345,888$69,178iApproximate average salary by contribution assumption: employee only about $1,729,440 at 4% or $1,152,960 at 6%; with 50% employer match about $1,152,960 at 4% or $768,640 at 6%; with 100% employer match about $864,720 at 4% or $576,480 at 6%.
Conestoga Wealth Partners Retirement Plan-5$2,137,021$345,888$69,178iApproximate average salary by contribution assumption: employee only about $1,729,440 at 4% or $1,152,960 at 6%; with 50% employer match about $1,152,960 at 4% or $768,640 at 6%; with 100% employer match about $864,720 at 4% or $576,480 at 6%.
201815$1,565,727$19,207$3,841iApproximate average salary by contribution assumption: employee only about $96,035 at 4% or $64,023 at 6%; with 50% employer match about $64,023 at 4% or $42,682 at 6%; with 100% employer match about $48,018 at 4% or $32,012 at 6%.
Conestoga Wealth Partners Retirement Plan-5$1,565,727$19,207$3,841iApproximate average salary by contribution assumption: employee only about $96,035 at 4% or $64,023 at 6%; with 50% employer match about $64,023 at 4% or $42,682 at 6%; with 100% employer match about $48,018 at 4% or $32,012 at 6%.
201715$1,648,476$22,033$4,407iApproximate average salary by contribution assumption: employee only about $110,165 at 4% or $73,443 at 6%; with 50% employer match about $73,443 at 4% or $48,962 at 6%; with 100% employer match about $55,083 at 4% or $36,722 at 6%.
Conestoga Wealth Partners Retirement Plan-5$1,648,476$22,033$4,407iApproximate average salary by contribution assumption: employee only about $110,165 at 4% or $73,443 at 6%; with 50% employer match about $73,443 at 4% or $48,962 at 6%; with 100% employer match about $55,083 at 4% or $36,722 at 6%.
201614$1,477,944$1,197,050$299,263iApproximate average salary by contribution assumption: employee only about $7,481,563 at 4% or $4,987,708 at 6%; with 50% employer match about $4,987,708 at 4% or $3,325,139 at 6%; with 100% employer match about $3,740,781 at 4% or $2,493,854 at 6%.
Conestoga Wealth Partners Retirement Plan-4$1,477,944$1,197,050$299,263iApproximate average salary by contribution assumption: employee only about $7,481,563 at 4% or $4,987,708 at 6%; with 50% employer match about $4,987,708 at 4% or $3,325,139 at 6%; with 100% employer match about $3,740,781 at 4% or $2,493,854 at 6%.
201514$225,109$72,640$18,160iApproximate average salary by contribution assumption: employee only about $454,000 at 4% or $302,667 at 6%; with 50% employer match about $302,667 at 4% or $201,778 at 6%; with 100% employer match about $227,000 at 4% or $151,333 at 6%.
Conestoga Wealth Partners Retirement Plan-4$225,109$72,640$18,160iApproximate average salary by contribution assumption: employee only about $454,000 at 4% or $302,667 at 6%; with 50% employer match about $302,667 at 4% or $201,778 at 6%; with 100% employer match about $227,000 at 4% or $151,333 at 6%.
201413$156,157$67,872$22,624iApproximate average salary by contribution assumption: employee only about $565,600 at 4% or $377,067 at 6%; with 50% employer match about $377,067 at 4% or $251,378 at 6%; with 100% employer match about $282,800 at 4% or $188,533 at 6%.
Conestoga Wealth Partners Retirement Plan-3$156,157$67,872$22,624iApproximate average salary by contribution assumption: employee only about $565,600 at 4% or $377,067 at 6%; with 50% employer match about $377,067 at 4% or $251,378 at 6%; with 100% employer match about $282,800 at 4% or $188,533 at 6%.
201314$82,643$46,936$11,734iApproximate average salary by contribution assumption: employee only about $293,350 at 4% or $195,567 at 6%; with 50% employer match about $195,567 at 4% or $130,378 at 6%; with 100% employer match about $146,675 at 4% or $97,783 at 6%.
Conestoga Wealth Partners Retirement Plan-4$82,643$46,936$11,734iApproximate average salary by contribution assumption: employee only about $293,350 at 4% or $195,567 at 6%; with 50% employer match about $195,567 at 4% or $130,378 at 6%; with 100% employer match about $146,675 at 4% or $97,783 at 6%.
201217$622,682$586,157$83,737iApproximate average salary by contribution assumption: employee only about $2,093,418 at 4% or $1,395,612 at 6%; with 50% employer match about $1,395,612 at 4% or $930,408 at 6%; with 100% employer match about $1,046,709 at 4% or $697,806 at 6%.
Conestoga Wealth Partners Retirement Plan-7$622,682$586,157$83,737iApproximate average salary by contribution assumption: employee only about $2,093,418 at 4% or $1,395,612 at 6%; with 50% employer match about $1,395,612 at 4% or $930,408 at 6%; with 100% employer match about $1,046,709 at 4% or $697,806 at 6%.