Civic Intelligence

Trajan Wealth LLC

Plan context: Trajan Wealth LLC 401(K) Profit Sharing Plan

EIN 45-2884769 • Scottsdale, AZ • 22 filings • 2 plans

7702 E. Doubletree Ranch Rd.,Scottsdale, AZ 85258
Current Snapshot

Latest Year

2024

2024 Participants

125

2024 Assets

$10,689,198

2024 Contributions

$1,911,024

Historical Graphs

Total Assets Over Time

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

$10,689,198$5,344,599$0201420192024YearValue
$10,689,198Latest year 2024

Participants Over Time

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

125630201420192024YearValue
125Latest 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
20242125$10,689,198$1,911,024$15,288iApproximate average salary by contribution assumption: employee only about $382,205 at 4% or $254,803 at 6%; with 50% employer match about $254,803 at 4% or $169,869 at 6%; with 100% employer match about $191,102 at 4% or $127,402 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-125$8,103,659$1,911,024$15,288iApproximate average salary by contribution assumption: employee only about $382,205 at 4% or $254,803 at 6%; with 50% employer match about $254,803 at 4% or $169,869 at 6%; with 100% employer match about $191,102 at 4% or $127,402 at 6%.
Trajan Wealth LLC Cash Balance Plan-56$2,585,539--
20232112$7,337,643$1,538,257$13,734iApproximate average salary by contribution assumption: employee only about $343,361 at 4% or $228,907 at 6%; with 50% employer match about $228,907 at 4% or $152,605 at 6%; with 100% employer match about $171,680 at 4% or $114,454 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-112$5,233,114$1,538,257$13,734iApproximate average salary by contribution assumption: employee only about $343,361 at 4% or $228,907 at 6%; with 50% employer match about $228,907 at 4% or $152,605 at 6%; with 100% employer match about $171,680 at 4% or $114,454 at 6%.
Trajan Wealth LLC Cash Balance Plan-31$2,104,529$0-
2022299$4,555,060$1,719,180$17,365iApproximate average salary by contribution assumption: employee only about $434,136 at 4% or $289,424 at 6%; with 50% employer match about $289,424 at 4% or $192,949 at 6%; with 100% employer match about $217,068 at 4% or $144,712 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-99$2,932,720$1,219,180$12,315iApproximate average salary by contribution assumption: employee only about $307,874 at 4% or $205,249 at 6%; with 50% employer match about $205,249 at 4% or $136,833 at 6%; with 100% employer match about $153,937 at 4% or $102,625 at 6%.
Trajan Wealth LLC Cash Balance Plan-28$1,622,340$500,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
2021265$4,718,650$1,255,315$19,313iApproximate average salary by contribution assumption: employee only about $482,813 at 4% or $321,876 at 6%; with 50% employer match about $321,876 at 4% or $214,584 at 6%; with 100% employer match about $241,407 at 4% or $160,938 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-65$3,051,281$955,315$14,697iApproximate average salary by contribution assumption: employee only about $367,429 at 4% or $244,953 at 6%; with 50% employer match about $244,953 at 4% or $163,302 at 6%; with 100% employer match about $183,714 at 4% or $122,476 at 6%.
Trajan Wealth LLC Cash Balance Plan-31$1,667,369$300,000$9,677iApproximate average salary by contribution assumption: employee only about $241,935 at 4% or $161,290 at 6%; with 50% employer match about $161,290 at 4% or $107,527 at 6%; with 100% employer match about $120,968 at 4% or $80,645 at 6%.
2020235$3,597,935$405,311$11,580iApproximate average salary by contribution assumption: employee only about $289,508 at 4% or $193,005 at 6%; with 50% employer match about $193,005 at 4% or $128,670 at 6%; with 100% employer match about $144,754 at 4% or $96,503 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-35$2,194,064$405,311$11,580iApproximate average salary by contribution assumption: employee only about $289,508 at 4% or $193,005 at 6%; with 50% employer match about $193,005 at 4% or $128,670 at 6%; with 100% employer match about $144,754 at 4% or $96,503 at 6%.
Trajan Wealth LLC Cash Balance Plan-28$1,403,871$0-
2019228$2,479,022$450,750$16,098iApproximate average salary by contribution assumption: employee only about $402,455 at 4% or $268,304 at 6%; with 50% employer match about $268,304 at 4% or $178,869 at 6%; with 100% employer match about $201,228 at 4% or $134,152 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-28$1,337,112$326,973$11,678iApproximate average salary by contribution assumption: employee only about $291,940 at 4% or $194,627 at 6%; with 50% employer match about $194,627 at 4% or $129,751 at 6%; with 100% employer match about $145,970 at 4% or $97,313 at 6%.
Trajan Wealth LLC Cash Balance Plan-17$1,141,910$123,777$7,281iApproximate average salary by contribution assumption: employee only about $182,025 at 4% or $121,350 at 6%; with 50% employer match about $121,350 at 4% or $80,900 at 6%; with 100% employer match about $91,013 at 4% or $60,675 at 6%.
2018213$1,570,138$375,170$28,859iApproximate average salary by contribution assumption: employee only about $721,481 at 4% or $480,987 at 6%; with 50% employer match about $480,987 at 4% or $320,658 at 6%; with 100% employer match about $360,740 at 4% or $240,494 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-13$832,588$200,170$15,398iApproximate average salary by contribution assumption: employee only about $384,942 at 4% or $256,628 at 6%; with 50% employer match about $256,628 at 4% or $171,085 at 6%; with 100% employer match about $192,471 at 4% or $128,314 at 6%.
Trajan Wealth LLC Cash Balance Plan-9$737,550$175,000$19,444iApproximate average salary by contribution assumption: employee only about $486,111 at 4% or $324,074 at 6%; with 50% employer match about $324,074 at 4% or $216,049 at 6%; with 100% employer match about $243,056 at 4% or $162,037 at 6%.
2017210$1,340,546$861,194$86,119iApproximate average salary by contribution assumption: employee only about $2,152,985 at 4% or $1,435,323 at 6%; with 50% employer match about $1,435,323 at 4% or $956,882 at 6%; with 100% employer match about $1,076,493 at 4% or $717,662 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-10$774,395$714,976$71,498iApproximate average salary by contribution assumption: employee only about $1,787,440 at 4% or $1,191,627 at 6%; with 50% employer match about $1,191,627 at 4% or $794,418 at 6%; with 100% employer match about $893,720 at 4% or $595,813 at 6%.
Trajan Wealth LLC Cash Balance Plan-9$566,151$146,218$16,246iApproximate average salary by contribution assumption: employee only about $406,161 at 4% or $270,774 at 6%; with 50% employer match about $270,774 at 4% or $180,516 at 6%; with 100% employer match about $203,081 at 4% or $135,387 at 6%.
201627$486,493$198,432$28,347iApproximate average salary by contribution assumption: employee only about $708,686 at 4% or $472,457 at 6%; with 50% employer match about $472,457 at 4% or $314,971 at 6%; with 100% employer match about $354,343 at 4% or $236,229 at 6%.
Trajan Wealth LLC Cash Balance Plan-7$370,744$153,990$21,999iApproximate average salary by contribution assumption: employee only about $549,964 at 4% or $366,643 at 6%; with 50% employer match about $366,643 at 4% or $244,429 at 6%; with 100% employer match about $274,982 at 4% or $183,321 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-7$115,749$44,442$6,349iApproximate average salary by contribution assumption: employee only about $158,721 at 4% or $105,814 at 6%; with 50% employer match about $105,814 at 4% or $70,543 at 6%; with 100% employer match about $79,361 at 4% or $52,907 at 6%.
201527$286,772$193,848$27,693iApproximate average salary by contribution assumption: employee only about $692,314 at 4% or $461,543 at 6%; with 50% employer match about $461,543 at 4% or $307,695 at 6%; with 100% employer match about $346,157 at 4% or $230,771 at 6%.
Trajan Wealth LLC Cash Balance Plan-7$211,806$148,957$21,280iApproximate average salary by contribution assumption: employee only about $531,989 at 4% or $354,660 at 6%; with 50% employer match about $354,660 at 4% or $236,440 at 6%; with 100% employer match about $265,995 at 4% or $177,330 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-7$74,966$44,891$6,413iApproximate average salary by contribution assumption: employee only about $160,325 at 4% or $106,883 at 6%; with 50% employer match about $106,883 at 4% or $71,256 at 6%; with 100% employer match about $80,163 at 4% or $53,442 at 6%.
201424$96,520$96,520$24,130iApproximate average salary by contribution assumption: employee only about $603,250 at 4% or $402,167 at 6%; with 50% employer match about $402,167 at 4% or $268,111 at 6%; with 100% employer match about $301,625 at 4% or $201,083 at 6%.
Trajan Wealth LLC Cash Balance Plan-4$65,320$65,320$16,330iApproximate average salary by contribution assumption: employee only about $408,250 at 4% or $272,167 at 6%; with 50% employer match about $272,167 at 4% or $181,444 at 6%; with 100% employer match about $204,125 at 4% or $136,083 at 6%.
Trajan Wealth LLC 401(K) Profit Sharing Plan-4$31,200$31,200$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.