Civic Intelligence

Trailhead Wealth Management LLC

Plan context: Trailhead Wealth Management LLC Employees Savings Trust

EIN 46-1175998 • Louisville, CO • 12 filings • 1 plans

801 Main StreetSuite 300Louisville, CO 80027-1898
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,732,054

2024 Contributions

$287,381

Historical Graphs

Total Assets Over Time

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

$2,732,054$1,366,027$0201320192024YearValue
$2,732,054Latest year 2024

Participants Over Time

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

1470201320192024YearValue
13Latest 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
2024113$2,732,054$287,381$22,106iApproximate average salary by contribution assumption: employee only about $552,656 at 4% or $368,437 at 6%; with 50% employer match about $368,437 at 4% or $245,625 at 6%; with 100% employer match about $276,328 at 4% or $184,219 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-13$2,732,054$287,381$22,106iApproximate average salary by contribution assumption: employee only about $552,656 at 4% or $368,437 at 6%; with 50% employer match about $368,437 at 4% or $245,625 at 6%; with 100% employer match about $276,328 at 4% or $184,219 at 6%.
2023113$2,185,897$274,399$21,108iApproximate average salary by contribution assumption: employee only about $527,690 at 4% or $351,794 at 6%; with 50% employer match about $351,794 at 4% or $234,529 at 6%; with 100% employer match about $263,845 at 4% or $175,897 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-13$2,185,897$274,399$21,108iApproximate average salary by contribution assumption: employee only about $527,690 at 4% or $351,794 at 6%; with 50% employer match about $351,794 at 4% or $234,529 at 6%; with 100% employer match about $263,845 at 4% or $175,897 at 6%.
2022111$1,637,902$248,767$22,615iApproximate average salary by contribution assumption: employee only about $565,380 at 4% or $376,920 at 6%; with 50% employer match about $376,920 at 4% or $251,280 at 6%; with 100% employer match about $282,690 at 4% or $188,460 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-11$1,637,902$248,767$22,615iApproximate average salary by contribution assumption: employee only about $565,380 at 4% or $376,920 at 6%; with 50% employer match about $376,920 at 4% or $251,280 at 6%; with 100% employer match about $282,690 at 4% or $188,460 at 6%.
2021111$1,612,095$195,776$17,798iApproximate average salary by contribution assumption: employee only about $444,945 at 4% or $296,630 at 6%; with 50% employer match about $296,630 at 4% or $197,754 at 6%; with 100% employer match about $222,473 at 4% or $148,315 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-11$1,612,095$195,776$17,798iApproximate average salary by contribution assumption: employee only about $444,945 at 4% or $296,630 at 6%; with 50% employer match about $296,630 at 4% or $197,754 at 6%; with 100% employer match about $222,473 at 4% or $148,315 at 6%.
2020110$1,272,598$172,617$17,262iApproximate average salary by contribution assumption: employee only about $431,543 at 4% or $287,695 at 6%; with 50% employer match about $287,695 at 4% or $191,797 at 6%; with 100% employer match about $215,771 at 4% or $143,848 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-10$1,272,598$172,617$17,262iApproximate average salary by contribution assumption: employee only about $431,543 at 4% or $287,695 at 6%; with 50% employer match about $287,695 at 4% or $191,797 at 6%; with 100% employer match about $215,771 at 4% or $143,848 at 6%.
2019114$932,335$173,632$12,402iApproximate average salary by contribution assumption: employee only about $310,057 at 4% or $206,705 at 6%; with 50% employer match about $206,705 at 4% or $137,803 at 6%; with 100% employer match about $155,029 at 4% or $103,352 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-14$932,335$173,632$12,402iApproximate average salary by contribution assumption: employee only about $310,057 at 4% or $206,705 at 6%; with 50% employer match about $206,705 at 4% or $137,803 at 6%; with 100% employer match about $155,029 at 4% or $103,352 at 6%.
201818$618,368$136,169$17,021iApproximate average salary by contribution assumption: employee only about $425,528 at 4% or $283,685 at 6%; with 50% employer match about $283,685 at 4% or $189,124 at 6%; with 100% employer match about $212,764 at 4% or $141,843 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-8$618,368$136,169$17,021iApproximate average salary by contribution assumption: employee only about $425,528 at 4% or $283,685 at 6%; with 50% employer match about $283,685 at 4% or $189,124 at 6%; with 100% employer match about $212,764 at 4% or $141,843 at 6%.
201719$531,800$108,166$12,018iApproximate average salary by contribution assumption: employee only about $300,461 at 4% or $200,307 at 6%; with 50% employer match about $200,307 at 4% or $133,538 at 6%; with 100% employer match about $150,231 at 4% or $100,154 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-9$531,800$108,166$12,018iApproximate average salary by contribution assumption: employee only about $300,461 at 4% or $200,307 at 6%; with 50% employer match about $200,307 at 4% or $133,538 at 6%; with 100% employer match about $150,231 at 4% or $100,154 at 6%.
201617$358,062$105,386$15,055iApproximate average salary by contribution assumption: employee only about $376,379 at 4% or $250,919 at 6%; with 50% employer match about $250,919 at 4% or $167,279 at 6%; with 100% employer match about $188,189 at 4% or $125,460 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-7$358,062$105,386$15,055iApproximate average salary by contribution assumption: employee only about $376,379 at 4% or $250,919 at 6%; with 50% employer match about $250,919 at 4% or $167,279 at 6%; with 100% employer match about $188,189 at 4% or $125,460 at 6%.
201516$232,567$104,301$17,384iApproximate average salary by contribution assumption: employee only about $434,588 at 4% or $289,725 at 6%; with 50% employer match about $289,725 at 4% or $193,150 at 6%; with 100% employer match about $217,294 at 4% or $144,863 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-6$232,567$104,301$17,384iApproximate average salary by contribution assumption: employee only about $434,588 at 4% or $289,725 at 6%; with 50% employer match about $289,725 at 4% or $193,150 at 6%; with 100% employer match about $217,294 at 4% or $144,863 at 6%.
201416$136,583$69,289$11,548iApproximate average salary by contribution assumption: employee only about $288,704 at 4% or $192,469 at 6%; with 50% employer match about $192,469 at 4% or $128,313 at 6%; with 100% employer match about $144,352 at 4% or $96,235 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-6$136,583$69,289$11,548iApproximate average salary by contribution assumption: employee only about $288,704 at 4% or $192,469 at 6%; with 50% employer match about $192,469 at 4% or $128,313 at 6%; with 100% employer match about $144,352 at 4% or $96,235 at 6%.
201316$66,583$63,904$10,651iApproximate average salary by contribution assumption: employee only about $266,267 at 4% or $177,511 at 6%; with 50% employer match about $177,511 at 4% or $118,341 at 6%; with 100% employer match about $133,133 at 4% or $88,756 at 6%.
Trailhead Wealth Management LLC Employees Savings Trust-6$66,583$63,904$10,651iApproximate average salary by contribution assumption: employee only about $266,267 at 4% or $177,511 at 6%; with 50% employer match about $177,511 at 4% or $118,341 at 6%; with 100% employer match about $133,133 at 4% or $88,756 at 6%.