Civic Intelligence

Urban Wealth Management LLC

Plan context: Urban Wealth Management LLC 401(K) Profit Sharing Plan

EIN 45-5140730 • El Segundo, CA • 13 filings • 2 plans

841 Apollo St.Suite 320El Segundo, CA 90245
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,744,615

2024 Contributions

$48,976

Historical Graphs

Total Assets Over Time

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

$1,744,615$872,308$0201220182024YearValue
$1,744,615Latest year 2024

Participants Over Time

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

320201220182024YearValue
2Latest 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
202412$1,744,615$48,976$24,488iApproximate average salary by contribution assumption: employee only about $612,200 at 4% or $408,133 at 6%; with 50% employer match about $408,133 at 4% or $272,089 at 6%; with 100% employer match about $306,100 at 4% or $204,067 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$1,744,615$48,976$24,488iApproximate average salary by contribution assumption: employee only about $612,200 at 4% or $408,133 at 6%; with 50% employer match about $408,133 at 4% or $272,089 at 6%; with 100% employer match about $306,100 at 4% or $204,067 at 6%.
202312$1,495,302$46,452$23,226iApproximate average salary by contribution assumption: employee only about $580,650 at 4% or $387,100 at 6%; with 50% employer match about $387,100 at 4% or $258,067 at 6%; with 100% employer match about $290,325 at 4% or $193,550 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$1,495,302$46,452$23,226iApproximate average salary by contribution assumption: employee only about $580,650 at 4% or $387,100 at 6%; with 50% employer match about $387,100 at 4% or $258,067 at 6%; with 100% employer match about $290,325 at 4% or $193,550 at 6%.
202212$1,159,826$43,393$21,697iApproximate average salary by contribution assumption: employee only about $542,413 at 4% or $361,608 at 6%; with 50% employer match about $361,608 at 4% or $241,072 at 6%; with 100% employer match about $271,206 at 4% or $180,804 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$1,159,826$43,393$21,697iApproximate average salary by contribution assumption: employee only about $542,413 at 4% or $361,608 at 6%; with 50% employer match about $361,608 at 4% or $241,072 at 6%; with 100% employer match about $271,206 at 4% or $180,804 at 6%.
202113$1,605,525$75,574$25,191iApproximate average salary by contribution assumption: employee only about $629,783 at 4% or $419,856 at 6%; with 50% employer match about $419,856 at 4% or $279,904 at 6%; with 100% employer match about $314,892 at 4% or $209,928 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-3$1,605,525$75,574$25,191iApproximate average salary by contribution assumption: employee only about $629,783 at 4% or $419,856 at 6%; with 50% employer match about $419,856 at 4% or $279,904 at 6%; with 100% employer match about $314,892 at 4% or $209,928 at 6%.
202013$1,413,688$48,415$16,138iApproximate average salary by contribution assumption: employee only about $403,458 at 4% or $268,972 at 6%; with 50% employer match about $268,972 at 4% or $179,315 at 6%; with 100% employer match about $201,729 at 4% or $134,486 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-3$1,413,688$48,415$16,138iApproximate average salary by contribution assumption: employee only about $403,458 at 4% or $268,972 at 6%; with 50% employer match about $268,972 at 4% or $179,315 at 6%; with 100% employer match about $201,729 at 4% or $134,486 at 6%.
201913$1,083,094$40,997$13,666iApproximate average salary by contribution assumption: employee only about $341,642 at 4% or $227,761 at 6%; with 50% employer match about $227,761 at 4% or $151,841 at 6%; with 100% employer match about $170,821 at 4% or $113,881 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-3$1,083,094$40,997$13,666iApproximate average salary by contribution assumption: employee only about $341,642 at 4% or $227,761 at 6%; with 50% employer match about $227,761 at 4% or $151,841 at 6%; with 100% employer match about $170,821 at 4% or $113,881 at 6%.
201812$900,100$34,230$17,115iApproximate average salary by contribution assumption: employee only about $427,875 at 4% or $285,250 at 6%; with 50% employer match about $285,250 at 4% or $190,167 at 6%; with 100% employer match about $213,938 at 4% or $142,625 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$900,100$34,230$17,115iApproximate average salary by contribution assumption: employee only about $427,875 at 4% or $285,250 at 6%; with 50% employer match about $285,250 at 4% or $190,167 at 6%; with 100% employer match about $213,938 at 4% or $142,625 at 6%.
201712$929,547$22,080$11,040iApproximate average salary by contribution assumption: employee only about $276,000 at 4% or $184,000 at 6%; with 50% employer match about $184,000 at 4% or $122,667 at 6%; with 100% employer match about $138,000 at 4% or $92,000 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$929,547$22,080$11,040iApproximate average salary by contribution assumption: employee only about $276,000 at 4% or $184,000 at 6%; with 50% employer match about $184,000 at 4% or $122,667 at 6%; with 100% employer match about $138,000 at 4% or $92,000 at 6%.
201612$769,779$15,860$7,930iApproximate average salary by contribution assumption: employee only about $198,250 at 4% or $132,167 at 6%; with 50% employer match about $132,167 at 4% or $88,111 at 6%; with 100% employer match about $99,125 at 4% or $66,083 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$769,779$15,860$7,930iApproximate average salary by contribution assumption: employee only about $198,250 at 4% or $132,167 at 6%; with 50% employer match about $132,167 at 4% or $88,111 at 6%; with 100% employer match about $99,125 at 4% or $66,083 at 6%.
201512$718,516$27,182$13,591iApproximate average salary by contribution assumption: employee only about $339,775 at 4% or $226,517 at 6%; with 50% employer match about $226,517 at 4% or $151,011 at 6%; with 100% employer match about $169,888 at 4% or $113,258 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$718,516$27,182$13,591iApproximate average salary by contribution assumption: employee only about $339,775 at 4% or $226,517 at 6%; with 50% employer match about $226,517 at 4% or $151,011 at 6%; with 100% employer match about $169,888 at 4% or $113,258 at 6%.
201412$688,167$25,398$12,699iApproximate average salary by contribution assumption: employee only about $317,475 at 4% or $211,650 at 6%; with 50% employer match about $211,650 at 4% or $141,100 at 6%; with 100% employer match about $158,738 at 4% or $105,825 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$688,167$25,398$12,699iApproximate average salary by contribution assumption: employee only about $317,475 at 4% or $211,650 at 6%; with 50% employer match about $211,650 at 4% or $141,100 at 6%; with 100% employer match about $158,738 at 4% or $105,825 at 6%.
201312$643,099$95,314$47,657iApproximate average salary by contribution assumption: employee only about $1,191,425 at 4% or $794,283 at 6%; with 50% employer match about $794,283 at 4% or $529,522 at 6%; with 100% employer match about $595,713 at 4% or $397,142 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$643,099$95,314$47,657iApproximate average salary by contribution assumption: employee only about $1,191,425 at 4% or $794,283 at 6%; with 50% employer match about $794,283 at 4% or $529,522 at 6%; with 100% employer match about $595,713 at 4% or $397,142 at 6%.
201212$468,457$409,155$204,578iApproximate average salary by contribution assumption: employee only about $5,114,438 at 4% or $3,409,625 at 6%; with 50% employer match about $3,409,625 at 4% or $2,273,083 at 6%; with 100% employer match about $2,557,219 at 4% or $1,704,813 at 6%.
Urban Wealth Management LLC 401(K) Profit Sharing Plan-2$468,457$409,155$204,578iApproximate average salary by contribution assumption: employee only about $5,114,438 at 4% or $3,409,625 at 6%; with 50% employer match about $3,409,625 at 4% or $2,273,083 at 6%; with 100% employer match about $2,557,219 at 4% or $1,704,813 at 6%.