Civic Intelligence

Sapient Private Wealth Management Services LLC

Plan context: Sapient Private Wealth Management 401(K) Plan

EIN 45-3264817 • Eugene, OR • 14 filings • 3 plans

101 E. Broadway, Suite 480Eugene, OR 97401
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,621,972

2024 Contributions

$939,213

Historical Graphs

Total Assets Over Time

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

$5,621,972$2,810,986$0201120182024YearValue
$5,621,972Latest year 2024

Participants Over Time

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

19100201120182024YearValue
15Latest 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
2024115$5,621,972$939,213$62,614iApproximate average salary by contribution assumption: employee only about $1,565,355 at 4% or $1,043,570 at 6%; with 50% employer match about $1,043,570 at 4% or $695,713 at 6%; with 100% employer match about $782,678 at 4% or $521,785 at 6%.
Sapient Private Wealth Management 401(K) Plan-15$5,621,972$939,213$62,614iApproximate average salary by contribution assumption: employee only about $1,565,355 at 4% or $1,043,570 at 6%; with 50% employer match about $1,043,570 at 4% or $695,713 at 6%; with 100% employer match about $782,678 at 4% or $521,785 at 6%.
2023117$4,239,620$467,057$27,474iApproximate average salary by contribution assumption: employee only about $686,849 at 4% or $457,899 at 6%; with 50% employer match about $457,899 at 4% or $305,266 at 6%; with 100% employer match about $343,424 at 4% or $228,950 at 6%.
Sapient Private Wealth Management 401(K) Plan-17$4,239,620$467,057$27,474iApproximate average salary by contribution assumption: employee only about $686,849 at 4% or $457,899 at 6%; with 50% employer match about $457,899 at 4% or $305,266 at 6%; with 100% employer match about $343,424 at 4% or $228,950 at 6%.
2022118$3,326,085$416,225$23,124iApproximate average salary by contribution assumption: employee only about $578,090 at 4% or $385,394 at 6%; with 50% employer match about $385,394 at 4% or $256,929 at 6%; with 100% employer match about $289,045 at 4% or $192,697 at 6%.
Sapient Private Wealth Management 401(K) Plan-18$3,326,085$416,225$23,124iApproximate average salary by contribution assumption: employee only about $578,090 at 4% or $385,394 at 6%; with 50% employer match about $385,394 at 4% or $256,929 at 6%; with 100% employer match about $289,045 at 4% or $192,697 at 6%.
2021119$4,199,927$398,817$20,990iApproximate average salary by contribution assumption: employee only about $524,759 at 4% or $349,839 at 6%; with 50% employer match about $349,839 at 4% or $233,226 at 6%; with 100% employer match about $262,380 at 4% or $174,920 at 6%.
Sapient Private Wealth Management 401(K) Plan-19$4,199,927$398,817$20,990iApproximate average salary by contribution assumption: employee only about $524,759 at 4% or $349,839 at 6%; with 50% employer match about $349,839 at 4% or $233,226 at 6%; with 100% employer match about $262,380 at 4% or $174,920 at 6%.
2020118$4,103,822$515,376$28,632iApproximate average salary by contribution assumption: employee only about $715,800 at 4% or $477,200 at 6%; with 50% employer match about $477,200 at 4% or $318,133 at 6%; with 100% employer match about $357,900 at 4% or $238,600 at 6%.
Sapient Private Wealth Management 401(K) Plan-18$4,103,822$515,376$28,632iApproximate average salary by contribution assumption: employee only about $715,800 at 4% or $477,200 at 6%; with 50% employer match about $477,200 at 4% or $318,133 at 6%; with 100% employer match about $357,900 at 4% or $238,600 at 6%.
2019116$3,159,543$326,530$20,408iApproximate average salary by contribution assumption: employee only about $510,203 at 4% or $340,135 at 6%; with 50% employer match about $340,135 at 4% or $226,757 at 6%; with 100% employer match about $255,102 at 4% or $170,068 at 6%.
Sapient Private Wealth Management 401(K) Plan-16$3,159,543$326,530$20,408iApproximate average salary by contribution assumption: employee only about $510,203 at 4% or $340,135 at 6%; with 50% employer match about $340,135 at 4% or $226,757 at 6%; with 100% employer match about $255,102 at 4% or $170,068 at 6%.
2018115$2,457,458$388,694$25,913iApproximate average salary by contribution assumption: employee only about $647,823 at 4% or $431,882 at 6%; with 50% employer match about $431,882 at 4% or $287,921 at 6%; with 100% employer match about $323,912 at 4% or $215,941 at 6%.
Sapient Private Wealth Management 401(K) Plan-15$2,457,458$388,694$25,913iApproximate average salary by contribution assumption: employee only about $647,823 at 4% or $431,882 at 6%; with 50% employer match about $431,882 at 4% or $287,921 at 6%; with 100% employer match about $323,912 at 4% or $215,941 at 6%.
2017115$2,222,848$369,846$24,656iApproximate average salary by contribution assumption: employee only about $616,410 at 4% or $410,940 at 6%; with 50% employer match about $410,940 at 4% or $273,960 at 6%; with 100% employer match about $308,205 at 4% or $205,470 at 6%.
Sapient Private Wealth Management 401(K) Plan-15$2,222,848$369,846$24,656iApproximate average salary by contribution assumption: employee only about $616,410 at 4% or $410,940 at 6%; with 50% employer match about $410,940 at 4% or $273,960 at 6%; with 100% employer match about $308,205 at 4% or $205,470 at 6%.
2016114$1,664,866$335,169$23,941iApproximate average salary by contribution assumption: employee only about $598,516 at 4% or $399,011 at 6%; with 50% employer match about $399,011 at 4% or $266,007 at 6%; with 100% employer match about $299,258 at 4% or $199,505 at 6%.
Sapient Private Wealth Management 401(K) Plan-14$1,664,866$335,169$23,941iApproximate average salary by contribution assumption: employee only about $598,516 at 4% or $399,011 at 6%; with 50% employer match about $399,011 at 4% or $266,007 at 6%; with 100% employer match about $299,258 at 4% or $199,505 at 6%.
2015111$1,251,354$272,433$24,767iApproximate average salary by contribution assumption: employee only about $619,166 at 4% or $412,777 at 6%; with 50% employer match about $412,777 at 4% or $275,185 at 6%; with 100% employer match about $309,583 at 4% or $206,389 at 6%.
Sapient Private Wealth Management 401(K) Plan-11$1,251,354$272,433$24,767iApproximate average salary by contribution assumption: employee only about $619,166 at 4% or $412,777 at 6%; with 50% employer match about $412,777 at 4% or $275,185 at 6%; with 100% employer match about $309,583 at 4% or $206,389 at 6%.
2014110$991,772$247,440$24,744iApproximate average salary by contribution assumption: employee only about $618,600 at 4% or $412,400 at 6%; with 50% employer match about $412,400 at 4% or $274,933 at 6%; with 100% employer match about $309,300 at 4% or $206,200 at 6%.
Sapient Private Wealth Management 401(K) Plan-10$991,772$247,440$24,744iApproximate average salary by contribution assumption: employee only about $618,600 at 4% or $412,400 at 6%; with 50% employer match about $412,400 at 4% or $274,933 at 6%; with 100% employer match about $309,300 at 4% or $206,200 at 6%.
201319$708,319$218,374$24,264iApproximate average salary by contribution assumption: employee only about $606,594 at 4% or $404,396 at 6%; with 50% employer match about $404,396 at 4% or $269,598 at 6%; with 100% employer match about $303,297 at 4% or $202,198 at 6%.
Sapient Private Wealth Management 401(K) Plan-9$708,319$218,374$24,264iApproximate average salary by contribution assumption: employee only about $606,594 at 4% or $404,396 at 6%; with 50% employer match about $404,396 at 4% or $269,598 at 6%; with 100% employer match about $303,297 at 4% or $202,198 at 6%.
201219$444,452$218,677$24,297iApproximate average salary by contribution assumption: employee only about $607,436 at 4% or $404,957 at 6%; with 50% employer match about $404,957 at 4% or $269,972 at 6%; with 100% employer match about $303,718 at 4% or $202,479 at 6%.
Sapient Private Wealth Management 401(K) Plan-9$444,452$218,677$24,297iApproximate average salary by contribution assumption: employee only about $607,436 at 4% or $404,957 at 6%; with 50% employer match about $404,957 at 4% or $269,972 at 6%; with 100% employer match about $303,718 at 4% or $202,479 at 6%.
201119$200,885$209,949$23,328iApproximate average salary by contribution assumption: employee only about $583,192 at 4% or $388,794 at 6%; with 50% employer match about $388,794 at 4% or $259,196 at 6%; with 100% employer match about $291,596 at 4% or $194,397 at 6%.
Sapient Private Wealth Management 401(K) Plan-9$200,885$209,949$23,328iApproximate average salary by contribution assumption: employee only about $583,192 at 4% or $388,794 at 6%; with 50% employer match about $388,794 at 4% or $259,196 at 6%; with 100% employer match about $291,596 at 4% or $194,397 at 6%.