Civic Intelligence

PHILANTHROPY EXPERT, LLC

Plan context: PHILANTHROPY EXPERT 401(K) PLAN

EIN 45-4281262 • Denver, CO • 6 filings • 1 plans

PO Box 100644Denver, CO 80250
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$264,492

2025 Contributions

$56,615

Historical Graphs

Total Assets Over Time

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

$264,492$132,246$0202020232025YearValue
$264,492Latest year 2025

Participants Over Time

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

630202020232025YearValue
4Latest 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
202514$264,492$56,615$14,154iApproximate average salary by contribution assumption: employee only about $353,844 at 4% or $235,896 at 6%; with 50% employer match about $235,896 at 4% or $157,264 at 6%; with 100% employer match about $176,922 at 4% or $117,948 at 6%.
PHILANTHROPY EXPERT 401(K) PLAN-4$264,492$56,615$14,154iApproximate average salary by contribution assumption: employee only about $353,844 at 4% or $235,896 at 6%; with 50% employer match about $235,896 at 4% or $157,264 at 6%; with 100% employer match about $176,922 at 4% or $117,948 at 6%.
202414$172,408$54,872$13,718iApproximate average salary by contribution assumption: employee only about $342,950 at 4% or $228,633 at 6%; with 50% employer match about $228,633 at 4% or $152,422 at 6%; with 100% employer match about $171,475 at 4% or $114,317 at 6%.
PHILANTHROPY EXPERT 401(K) PLAN-4$172,408$54,872$13,718iApproximate average salary by contribution assumption: employee only about $342,950 at 4% or $228,633 at 6%; with 50% employer match about $228,633 at 4% or $152,422 at 6%; with 100% employer match about $171,475 at 4% or $114,317 at 6%.
202316$121,714$51,818$8,636iApproximate average salary by contribution assumption: employee only about $215,908 at 4% or $143,939 at 6%; with 50% employer match about $143,939 at 4% or $95,959 at 6%; with 100% employer match about $107,954 at 4% or $71,969 at 6%.
PHILANTHROPY EXPERT 401(K) PLAN-6$121,714$51,818$8,636iApproximate average salary by contribution assumption: employee only about $215,908 at 4% or $143,939 at 6%; with 50% employer match about $143,939 at 4% or $95,959 at 6%; with 100% employer match about $107,954 at 4% or $71,969 at 6%.
202215$55,704$13,547$2,709iApproximate average salary by contribution assumption: employee only about $67,735 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,104 at 6%; with 100% employer match about $33,868 at 4% or $22,578 at 6%.
PHILANTHROPY EXPERT 401(K) PLAN-5$55,704$13,547$2,709iApproximate average salary by contribution assumption: employee only about $67,735 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,104 at 6%; with 100% employer match about $33,868 at 4% or $22,578 at 6%.
202115$63,481$37,166$7,433iApproximate average salary by contribution assumption: employee only about $185,830 at 4% or $123,887 at 6%; with 50% employer match about $123,887 at 4% or $82,591 at 6%; with 100% employer match about $92,915 at 4% or $61,943 at 6%.
PHILANTHROPY EXPERT 401(K) PLAN-5$63,481$37,166$7,433iApproximate average salary by contribution assumption: employee only about $185,830 at 4% or $123,887 at 6%; with 50% employer match about $123,887 at 4% or $82,591 at 6%; with 100% employer match about $92,915 at 4% or $61,943 at 6%.
202015$21,176$18,219$3,644iApproximate average salary by contribution assumption: employee only about $91,095 at 4% or $60,730 at 6%; with 50% employer match about $60,730 at 4% or $40,487 at 6%; with 100% employer match about $45,548 at 4% or $30,365 at 6%.
PHILANTHROPY EXPERT 401(K) PLAN-5$21,176$18,219$3,644iApproximate average salary by contribution assumption: employee only about $91,095 at 4% or $60,730 at 6%; with 50% employer match about $60,730 at 4% or $40,487 at 6%; with 100% employer match about $45,548 at 4% or $30,365 at 6%.