Civic Intelligence

GDM PRIVATE FINANCIAL SOLUTIONS, LLC

Plan context: GDM PRIVATE FINANCIAL SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

EIN 45-5484797 • Bellevue, WA • 2 filings • 1 plans

11400 SE 8th St Suite 215Bellevue, WA 98004
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$886,158

2025 Contributions

$123,061

Historical Graphs

Total Assets Over Time

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

$886,158$443,079$020242025YearValue
$886,158Latest year 2025

Participants Over Time

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

179020242025YearValue
17Latest 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
2025117$886,158$123,061$7,239iApproximate average salary by contribution assumption: employee only about $180,972 at 4% or $120,648 at 6%; with 50% employer match about $120,648 at 4% or $80,432 at 6%; with 100% employer match about $90,486 at 4% or $60,324 at 6%.
GDM PRIVATE FINANCIAL SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN-17$886,158$123,061$7,239iApproximate average salary by contribution assumption: employee only about $180,972 at 4% or $120,648 at 6%; with 50% employer match about $120,648 at 4% or $80,432 at 6%; with 100% employer match about $90,486 at 4% or $60,324 at 6%.
2024113$674,151$103,182$7,937iApproximate average salary by contribution assumption: employee only about $198,427 at 4% or $132,285 at 6%; with 50% employer match about $132,285 at 4% or $88,190 at 6%; with 100% employer match about $99,213 at 4% or $66,142 at 6%.
GDM PRIVATE FINANCIAL SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN-13$674,151$103,182$7,937iApproximate average salary by contribution assumption: employee only about $198,427 at 4% or $132,285 at 6%; with 50% employer match about $132,285 at 4% or $88,190 at 6%; with 100% employer match about $99,213 at 4% or $66,142 at 6%.
GDM PRIVATE FINANCIAL SOLUTIONS, LLC | EIN 45-5484797 | 2025 Form 5500 Company Profile