Civic Intelligence

Serviam by Wright LLP

Plan context: Serviam by Wright LLP Cash Balance Plan

EIN 46-2127592 • Irvine, CA • 15 filings • 4 plans

3 Corporate Park #100Irvine, CA 92606
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,144,893

2025 Contributions

$365,279

Historical Graphs

Total Assets Over Time

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

$2,144,893$1,072,447$0201820222025YearValue
$2,144,893Latest year 2025

Participants Over Time

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

19100201820222025YearValue
13Latest 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
2025213$2,144,893$365,279$28,098iApproximate average salary by contribution assumption: employee only about $702,460 at 4% or $468,306 at 6%; with 50% employer match about $468,306 at 4% or $312,204 at 6%; with 100% employer match about $351,230 at 4% or $234,153 at 6%.
Serviam by Wright LLP Cash Balance Plan-6$1,436,152$243,415$40,569iApproximate average salary by contribution assumption: employee only about $1,014,229 at 4% or $676,153 at 6%; with 50% employer match about $676,153 at 4% or $450,769 at 6%; with 100% employer match about $507,115 at 4% or $338,076 at 6%.
Serviam by Wright LLP 401(K) Plan-13$708,741$121,864$9,374iApproximate average salary by contribution assumption: employee only about $234,354 at 4% or $156,236 at 6%; with 50% employer match about $156,236 at 4% or $104,157 at 6%; with 100% employer match about $117,177 at 4% or $78,118 at 6%.
2024213$1,627,195$244,979$18,845iApproximate average salary by contribution assumption: employee only about $471,113 at 4% or $314,076 at 6%; with 50% employer match about $314,076 at 4% or $209,384 at 6%; with 100% employer match about $235,557 at 4% or $157,038 at 6%.
Serviam by Wright LLP Cash Balance Plan-9$1,080,057$146,137$16,237iApproximate average salary by contribution assumption: employee only about $405,936 at 4% or $270,624 at 6%; with 50% employer match about $270,624 at 4% or $180,416 at 6%; with 100% employer match about $202,968 at 4% or $135,312 at 6%.
Serviam by Wright LLP 401(K) Plan-13$547,138$98,842$7,603iApproximate average salary by contribution assumption: employee only about $190,081 at 4% or $126,721 at 6%; with 50% employer match about $126,721 at 4% or $84,480 at 6%; with 100% employer match about $95,040 at 4% or $63,360 at 6%.
2023216$1,675,727$444,403$27,775iApproximate average salary by contribution assumption: employee only about $694,380 at 4% or $462,920 at 6%; with 50% employer match about $462,920 at 4% or $308,613 at 6%; with 100% employer match about $347,190 at 4% or $231,460 at 6%.
Serviam by Wright LLP 401(K) Plan-16$838,289$216,517$13,532iApproximate average salary by contribution assumption: employee only about $338,308 at 4% or $225,539 at 6%; with 50% employer match about $225,539 at 4% or $150,359 at 6%; with 100% employer match about $169,154 at 4% or $112,769 at 6%.
Serviam by Wright LLP Cash Balance Plan-9$837,438$227,886$25,321iApproximate average salary by contribution assumption: employee only about $633,017 at 4% or $422,011 at 6%; with 50% employer match about $422,011 at 4% or $281,341 at 6%; with 100% employer match about $316,508 at 4% or $211,006 at 6%.
2022217$1,807,608$493,696$29,041iApproximate average salary by contribution assumption: employee only about $726,024 at 4% or $484,016 at 6%; with 50% employer match about $484,016 at 4% or $322,677 at 6%; with 100% employer match about $363,012 at 4% or $242,008 at 6%.
Serviam by Wright LLP Cash Balance Plan-10$1,012,415$245,350$24,535iApproximate average salary by contribution assumption: employee only about $613,375 at 4% or $408,917 at 6%; with 50% employer match about $408,917 at 4% or $272,611 at 6%; with 100% employer match about $306,688 at 4% or $204,458 at 6%.
Serviam by Wright LLP 401(K) Plan-17$795,193$248,346$14,609iApproximate average salary by contribution assumption: employee only about $365,215 at 4% or $243,476 at 6%; with 50% employer match about $243,476 at 4% or $162,318 at 6%; with 100% employer match about $182,607 at 4% or $121,738 at 6%.
2021219$1,747,038$446,866$23,519iApproximate average salary by contribution assumption: employee only about $587,982 at 4% or $391,988 at 6%; with 50% employer match about $391,988 at 4% or $261,325 at 6%; with 100% employer match about $293,991 at 4% or $195,994 at 6%.
Serviam by Wright LLP Cash Balance Plan-9$917,371$245,350$27,261iApproximate average salary by contribution assumption: employee only about $681,528 at 4% or $454,352 at 6%; with 50% employer match about $454,352 at 4% or $302,901 at 6%; with 100% employer match about $340,764 at 4% or $227,176 at 6%.
Serviam by Wright LLP 401(K) Plan-19$829,667$201,516$10,606iApproximate average salary by contribution assumption: employee only about $265,153 at 4% or $176,768 at 6%; with 50% employer match about $176,768 at 4% or $117,846 at 6%; with 100% employer match about $132,576 at 4% or $88,384 at 6%.
2020217$1,141,427$552,815$32,519iApproximate average salary by contribution assumption: employee only about $812,963 at 4% or $541,975 at 6%; with 50% employer match about $541,975 at 4% or $361,317 at 6%; with 100% employer match about $406,482 at 4% or $270,988 at 6%.
Serviam by Wright LLP Cash Balance Plan-8$599,670$345,066$43,133iApproximate average salary by contribution assumption: employee only about $1,078,331 at 4% or $718,888 at 6%; with 50% employer match about $718,888 at 4% or $479,258 at 6%; with 100% employer match about $539,166 at 4% or $359,444 at 6%.
Serviam by Wright LLP 401(K) Plan-17$541,757$207,749$12,221iApproximate average salary by contribution assumption: employee only about $305,513 at 4% or $203,675 at 6%; with 50% employer match about $203,675 at 4% or $135,784 at 6%; with 100% employer match about $152,757 at 4% or $101,838 at 6%.
2019216$531,355$395,698$24,731iApproximate average salary by contribution assumption: employee only about $618,278 at 4% or $412,185 at 6%; with 50% employer match about $412,185 at 4% or $274,790 at 6%; with 100% employer match about $309,139 at 4% or $206,093 at 6%.
Serviam by Wright LLP 401(K) Plan-16$292,255$156,598$9,787iApproximate average salary by contribution assumption: employee only about $244,684 at 4% or $163,123 at 6%; with 50% employer match about $163,123 at 4% or $108,749 at 6%; with 100% employer match about $122,342 at 4% or $81,561 at 6%.
Serviam by Wright LLP Cash Balance Plan-4$239,100$239,100$59,775iApproximate average salary by contribution assumption: employee only about $1,494,375 at 4% or $996,250 at 6%; with 50% employer match about $996,250 at 4% or $664,167 at 6%; with 100% employer match about $747,188 at 4% or $498,125 at 6%.
2018111$129,295$132,952$12,087iApproximate average salary by contribution assumption: employee only about $302,164 at 4% or $201,442 at 6%; with 50% employer match about $201,442 at 4% or $134,295 at 6%; with 100% employer match about $151,082 at 4% or $100,721 at 6%.
Serviam by Wright LLP 401(K) Plan-11$129,295$132,952$12,087iApproximate average salary by contribution assumption: employee only about $302,164 at 4% or $201,442 at 6%; with 50% employer match about $201,442 at 4% or $134,295 at 6%; with 100% employer match about $151,082 at 4% or $100,721 at 6%.