Civic Intelligence

Angeles Wealth Management LLC

Plan context: Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust

EIN 45-3931656 • Santa Monica, CA • 6 filings • 2 plans

429 Santa Monica Blvd.Suite 650Santa Monica, CA 90401
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$1,225,187

2025 Contributions

$297,140

Historical Graphs

Total Assets Over Time

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

$1,225,187$612,594$0202020232025YearValue
$1,225,187Latest year 2025

Participants Over Time

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

1890202020232025YearValue
18Latest year 2025

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
2025118$1,225,187$297,140$16,508iApproximate average salary by contribution assumption: employee only about $412,694 at 4% or $275,130 at 6%; with 50% employer match about $275,130 at 4% or $183,420 at 6%; with 100% employer match about $206,347 at 4% or $137,565 at 6%.
Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust-18$1,225,187$297,140$16,508iApproximate average salary by contribution assumption: employee only about $412,694 at 4% or $275,130 at 6%; with 50% employer match about $275,130 at 4% or $183,420 at 6%; with 100% employer match about $206,347 at 4% or $137,565 at 6%.
2024116$763,900$237,622$14,851iApproximate average salary by contribution assumption: employee only about $371,284 at 4% or $247,523 at 6%; with 50% employer match about $247,523 at 4% or $165,015 at 6%; with 100% employer match about $185,642 at 4% or $123,761 at 6%.
Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust-16$763,900$237,622$14,851iApproximate average salary by contribution assumption: employee only about $371,284 at 4% or $247,523 at 6%; with 50% employer match about $247,523 at 4% or $165,015 at 6%; with 100% employer match about $185,642 at 4% or $123,761 at 6%.
2023114$432,490$251,753$17,982iApproximate average salary by contribution assumption: employee only about $449,559 at 4% or $299,706 at 6%; with 50% employer match about $299,706 at 4% or $199,804 at 6%; with 100% employer match about $224,779 at 4% or $149,853 at 6%.
Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust-14$432,490$251,753$17,982iApproximate average salary by contribution assumption: employee only about $449,559 at 4% or $299,706 at 6%; with 50% employer match about $299,706 at 4% or $199,804 at 6%; with 100% employer match about $224,779 at 4% or $149,853 at 6%.
202218$175,685$86,143$10,768iApproximate average salary by contribution assumption: employee only about $269,197 at 4% or $179,465 at 6%; with 50% employer match about $179,465 at 4% or $119,643 at 6%; with 100% employer match about $134,598 at 4% or $89,732 at 6%.
Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust-8$175,685$86,143$10,768iApproximate average salary by contribution assumption: employee only about $269,197 at 4% or $179,465 at 6%; with 50% employer match about $179,465 at 4% or $119,643 at 6%; with 100% employer match about $134,598 at 4% or $89,732 at 6%.
202115$132,067$66,758$13,352iApproximate average salary by contribution assumption: employee only about $333,790 at 4% or $222,527 at 6%; with 50% employer match about $222,527 at 4% or $148,351 at 6%; with 100% employer match about $166,895 at 4% or $111,263 at 6%.
Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$132,067$66,758$13,352iApproximate average salary by contribution assumption: employee only about $333,790 at 4% or $222,527 at 6%; with 50% employer match about $222,527 at 4% or $148,351 at 6%; with 100% employer match about $166,895 at 4% or $111,263 at 6%.
202014$49,770$40,521$10,130iApproximate average salary by contribution assumption: employee only about $253,256 at 4% or $168,838 at 6%; with 50% employer match about $168,838 at 4% or $112,558 at 6%; with 100% employer match about $126,628 at 4% or $84,419 at 6%.
Angeles Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$49,770$40,521$10,130iApproximate average salary by contribution assumption: employee only about $253,256 at 4% or $168,838 at 6%; with 50% employer match about $168,838 at 4% or $112,558 at 6%; with 100% employer match about $126,628 at 4% or $84,419 at 6%.