Civic Intelligence

Concentrum Wealth Management

Plan context: Concentrum Wealth Management 401(K) Plan & Trust

EIN 46-2280118 • San Jose, CA • 13 filings • 1 plans

353 Piercy RoadSan Jose, CA 95138
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$6,809,099

2025 Contributions

$199,545

Historical Graphs

Total Assets Over Time

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

$6,809,099$3,404,550$0201320192025YearValue
$6,809,099Latest year 2025

Participants Over Time

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

840201320192025YearValue
8Latest 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
202518$6,809,099$199,545$24,943iApproximate average salary by contribution assumption: employee only about $623,578 at 4% or $415,719 at 6%; with 50% employer match about $415,719 at 4% or $277,146 at 6%; with 100% employer match about $311,789 at 4% or $207,859 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-8$6,809,099$199,545$24,943iApproximate average salary by contribution assumption: employee only about $623,578 at 4% or $415,719 at 6%; with 50% employer match about $415,719 at 4% or $277,146 at 6%; with 100% employer match about $311,789 at 4% or $207,859 at 6%.
202418$5,298,958$191,661$23,958iApproximate average salary by contribution assumption: employee only about $598,941 at 4% or $399,294 at 6%; with 50% employer match about $399,294 at 4% or $266,196 at 6%; with 100% employer match about $299,470 at 4% or $199,647 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-8$5,298,958$191,661$23,958iApproximate average salary by contribution assumption: employee only about $598,941 at 4% or $399,294 at 6%; with 50% employer match about $399,294 at 4% or $266,196 at 6%; with 100% employer match about $299,470 at 4% or $199,647 at 6%.
202318$3,404,327$148,804$18,601iApproximate average salary by contribution assumption: employee only about $465,013 at 4% or $310,008 at 6%; with 50% employer match about $310,008 at 4% or $206,672 at 6%; with 100% employer match about $232,506 at 4% or $155,004 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-8$3,404,327$148,804$18,601iApproximate average salary by contribution assumption: employee only about $465,013 at 4% or $310,008 at 6%; with 50% employer match about $310,008 at 4% or $206,672 at 6%; with 100% employer match about $232,506 at 4% or $155,004 at 6%.
202217$1,838,022$215,379$30,768iApproximate average salary by contribution assumption: employee only about $769,211 at 4% or $512,807 at 6%; with 50% employer match about $512,807 at 4% or $341,871 at 6%; with 100% employer match about $384,605 at 4% or $256,404 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-7$1,838,022$215,379$30,768iApproximate average salary by contribution assumption: employee only about $769,211 at 4% or $512,807 at 6%; with 50% employer match about $512,807 at 4% or $341,871 at 6%; with 100% employer match about $384,605 at 4% or $256,404 at 6%.
202116$3,231,837$210,709$35,118iApproximate average salary by contribution assumption: employee only about $877,954 at 4% or $585,303 at 6%; with 50% employer match about $585,303 at 4% or $390,202 at 6%; with 100% employer match about $438,977 at 4% or $292,651 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-6$3,231,837$210,709$35,118iApproximate average salary by contribution assumption: employee only about $877,954 at 4% or $585,303 at 6%; with 50% employer match about $585,303 at 4% or $390,202 at 6%; with 100% employer match about $438,977 at 4% or $292,651 at 6%.
202016$2,565,058$845,965$140,994iApproximate average salary by contribution assumption: employee only about $3,524,854 at 4% or $2,349,903 at 6%; with 50% employer match about $2,349,903 at 4% or $1,566,602 at 6%; with 100% employer match about $1,762,427 at 4% or $1,174,951 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-6$2,565,058$845,965$140,994iApproximate average salary by contribution assumption: employee only about $3,524,854 at 4% or $2,349,903 at 6%; with 50% employer match about $2,349,903 at 4% or $1,566,602 at 6%; with 100% employer match about $1,762,427 at 4% or $1,174,951 at 6%.
201915$1,105,515$77,185$15,437iApproximate average salary by contribution assumption: employee only about $385,925 at 4% or $257,283 at 6%; with 50% employer match about $257,283 at 4% or $171,522 at 6%; with 100% employer match about $192,963 at 4% or $128,642 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-5$1,105,515$77,185$15,437iApproximate average salary by contribution assumption: employee only about $385,925 at 4% or $257,283 at 6%; with 50% employer match about $257,283 at 4% or $171,522 at 6%; with 100% employer match about $192,963 at 4% or $128,642 at 6%.
201815$800,946$74,626$14,925iApproximate average salary by contribution assumption: employee only about $373,130 at 4% or $248,753 at 6%; with 50% employer match about $248,753 at 4% or $165,836 at 6%; with 100% employer match about $186,565 at 4% or $124,377 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-5$800,946$74,626$14,925iApproximate average salary by contribution assumption: employee only about $373,130 at 4% or $248,753 at 6%; with 50% employer match about $248,753 at 4% or $165,836 at 6%; with 100% employer match about $186,565 at 4% or $124,377 at 6%.
201714$761,653$56,230$14,058iApproximate average salary by contribution assumption: employee only about $351,438 at 4% or $234,292 at 6%; with 50% employer match about $234,292 at 4% or $156,194 at 6%; with 100% employer match about $175,719 at 4% or $117,146 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-4$761,653$56,230$14,058iApproximate average salary by contribution assumption: employee only about $351,438 at 4% or $234,292 at 6%; with 50% employer match about $234,292 at 4% or $156,194 at 6%; with 100% employer match about $175,719 at 4% or $117,146 at 6%.
201614$579,102$50,165$12,541iApproximate average salary by contribution assumption: employee only about $313,531 at 4% or $209,021 at 6%; with 50% employer match about $209,021 at 4% or $139,347 at 6%; with 100% employer match about $156,766 at 4% or $104,510 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-4$579,102$50,165$12,541iApproximate average salary by contribution assumption: employee only about $313,531 at 4% or $209,021 at 6%; with 50% employer match about $209,021 at 4% or $139,347 at 6%; with 100% employer match about $156,766 at 4% or $104,510 at 6%.
201513$504,357$41,282$13,761iApproximate average salary by contribution assumption: employee only about $344,017 at 4% or $229,344 at 6%; with 50% employer match about $229,344 at 4% or $152,896 at 6%; with 100% employer match about $172,008 at 4% or $114,672 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-3$504,357$41,282$13,761iApproximate average salary by contribution assumption: employee only about $344,017 at 4% or $229,344 at 6%; with 50% employer match about $229,344 at 4% or $152,896 at 6%; with 100% employer match about $172,008 at 4% or $114,672 at 6%.
201413$436,813$57,718$19,239iApproximate average salary by contribution assumption: employee only about $480,983 at 4% or $320,656 at 6%; with 50% employer match about $320,656 at 4% or $213,770 at 6%; with 100% employer match about $240,492 at 4% or $160,328 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-3$436,813$57,718$19,239iApproximate average salary by contribution assumption: employee only about $480,983 at 4% or $320,656 at 6%; with 50% employer match about $320,656 at 4% or $213,770 at 6%; with 100% employer match about $240,492 at 4% or $160,328 at 6%.
201313$335,400$301,650$100,550iApproximate average salary by contribution assumption: employee only about $2,513,750 at 4% or $1,675,833 at 6%; with 50% employer match about $1,675,833 at 4% or $1,117,222 at 6%; with 100% employer match about $1,256,875 at 4% or $837,917 at 6%.
Concentrum Wealth Management 401(K) Plan & Trust-3$335,400$301,650$100,550iApproximate average salary by contribution assumption: employee only about $2,513,750 at 4% or $1,675,833 at 6%; with 50% employer match about $1,675,833 at 4% or $1,117,222 at 6%; with 100% employer match about $1,256,875 at 4% or $837,917 at 6%.