Civic Intelligence

Mwl Advisory LLC

Plan context: Mwl Advisory LLC 401(K) Profit Sharing Plan

EIN 46-5562766 • Mercer Island, WA • 18 filings • 2 plans

2955 80th Ave SE, Suite 201Mercer Island, WA 98040
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,067,992

2025 Contributions

$69,048

Historical Graphs

Total Assets Over Time

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

$3,723,424$1,861,712$0201520202024YearValue
$2,067,992Latest year 2024

Participants Over Time

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

950201520202024YearValue
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
202510$0$0-
Mwl Advisory LLC 401(K) Profit Sharing Plan-0$0$0-
202412$2,067,992$69,048$34,524iApproximate average salary by contribution assumption: employee only about $863,100 at 4% or $575,400 at 6%; with 50% employer match about $575,400 at 4% or $383,600 at 6%; with 100% employer match about $431,550 at 4% or $287,700 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-2$2,067,992$69,048$34,524iApproximate average salary by contribution assumption: employee only about $863,100 at 4% or $575,400 at 6%; with 50% employer match about $575,400 at 4% or $383,600 at 6%; with 100% employer match about $431,550 at 4% or $287,700 at 6%.
202318$3,694,886$273,118$34,140iApproximate average salary by contribution assumption: employee only about $853,494 at 4% or $568,996 at 6%; with 50% employer match about $568,996 at 4% or $379,331 at 6%; with 100% employer match about $426,747 at 4% or $284,498 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-8$3,694,886$273,118$34,140iApproximate average salary by contribution assumption: employee only about $853,494 at 4% or $568,996 at 6%; with 50% employer match about $568,996 at 4% or $379,331 at 6%; with 100% employer match about $426,747 at 4% or $284,498 at 6%.
202218$3,631,673$242,585$30,323iApproximate average salary by contribution assumption: employee only about $758,078 at 4% or $505,385 at 6%; with 50% employer match about $505,385 at 4% or $336,924 at 6%; with 100% employer match about $379,039 at 4% or $252,693 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-8$3,631,673$242,585$30,323iApproximate average salary by contribution assumption: employee only about $758,078 at 4% or $505,385 at 6%; with 50% employer match about $505,385 at 4% or $336,924 at 6%; with 100% employer match about $379,039 at 4% or $252,693 at 6%.
202129$3,707,868$1,012,425$112,492iApproximate average salary by contribution assumption: employee only about $2,812,292 at 4% or $1,874,861 at 6%; with 50% employer match about $1,874,861 at 4% or $1,249,907 at 6%; with 100% employer match about $1,406,146 at 4% or $937,431 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-9$3,707,868$1,012,425$112,492iApproximate average salary by contribution assumption: employee only about $2,812,292 at 4% or $1,874,861 at 6%; with 50% employer match about $1,874,861 at 4% or $1,249,907 at 6%; with 100% employer match about $1,406,146 at 4% or $937,431 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-0$0$0-
202029$3,723,424$320,533$35,615iApproximate average salary by contribution assumption: employee only about $890,369 at 4% or $593,580 at 6%; with 50% employer match about $593,580 at 4% or $395,720 at 6%; with 100% employer match about $445,185 at 4% or $296,790 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-9$2,930,081$240,874$26,764iApproximate average salary by contribution assumption: employee only about $669,094 at 4% or $446,063 at 6%; with 50% employer match about $446,063 at 4% or $297,375 at 6%; with 100% employer match about $334,547 at 4% or $223,031 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-5$793,343$79,659$15,932iApproximate average salary by contribution assumption: employee only about $398,295 at 4% or $265,530 at 6%; with 50% employer match about $265,530 at 4% or $177,020 at 6%; with 100% employer match about $199,148 at 4% or $132,765 at 6%.
201929$3,282,758$370,026$41,114iApproximate average salary by contribution assumption: employee only about $1,027,850 at 4% or $685,233 at 6%; with 50% employer match about $685,233 at 4% or $456,822 at 6%; with 100% employer match about $513,925 at 4% or $342,617 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-9$2,505,151$258,451$28,717iApproximate average salary by contribution assumption: employee only about $717,919 at 4% or $478,613 at 6%; with 50% employer match about $478,613 at 4% or $319,075 at 6%; with 100% employer match about $358,960 at 4% or $239,306 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-8$777,607$111,575$13,947iApproximate average salary by contribution assumption: employee only about $348,672 at 4% or $232,448 at 6%; with 50% employer match about $232,448 at 4% or $154,965 at 6%; with 100% employer match about $174,336 at 4% or $116,224 at 6%.
201829$2,538,785$572,395$63,599iApproximate average salary by contribution assumption: employee only about $1,589,986 at 4% or $1,059,991 at 6%; with 50% employer match about $1,059,991 at 4% or $706,660 at 6%; with 100% employer match about $794,993 at 4% or $529,995 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-9$1,938,137$292,395$32,488iApproximate average salary by contribution assumption: employee only about $812,208 at 4% or $541,472 at 6%; with 50% employer match about $541,472 at 4% or $360,981 at 6%; with 100% employer match about $406,104 at 4% or $270,736 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-9$600,648$280,000$31,111iApproximate average salary by contribution assumption: employee only about $777,778 at 4% or $518,519 at 6%; with 50% employer match about $518,519 at 4% or $345,679 at 6%; with 100% employer match about $388,889 at 4% or $259,259 at 6%.
201728$2,032,082$507,625$63,453iApproximate average salary by contribution assumption: employee only about $1,586,328 at 4% or $1,057,552 at 6%; with 50% employer match about $1,057,552 at 4% or $705,035 at 6%; with 100% employer match about $793,164 at 4% or $528,776 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-8$1,709,862$291,818$36,477iApproximate average salary by contribution assumption: employee only about $911,931 at 4% or $607,954 at 6%; with 50% employer match about $607,954 at 4% or $405,303 at 6%; with 100% employer match about $455,966 at 4% or $303,977 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-8$322,220$215,807$26,976iApproximate average salary by contribution assumption: employee only about $674,397 at 4% or $449,598 at 6%; with 50% employer match about $449,598 at 4% or $299,732 at 6%; with 100% employer match about $337,198 at 4% or $224,799 at 6%.
201629$1,438,998$290,200$32,244iApproximate average salary by contribution assumption: employee only about $806,111 at 4% or $537,407 at 6%; with 50% employer match about $537,407 at 4% or $358,272 at 6%; with 100% employer match about $403,056 at 4% or $268,704 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-9$1,337,336$238,541$26,505iApproximate average salary by contribution assumption: employee only about $662,614 at 4% or $441,743 at 6%; with 50% employer match about $441,743 at 4% or $294,495 at 6%; with 100% employer match about $331,307 at 4% or $220,871 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-8$101,662$51,659$6,457iApproximate average salary by contribution assumption: employee only about $161,434 at 4% or $107,623 at 6%; with 50% employer match about $107,623 at 4% or $71,749 at 6%; with 100% employer match about $80,717 at 4% or $53,811 at 6%.
201528$1,101,823$252,118$31,515iApproximate average salary by contribution assumption: employee only about $787,869 at 4% or $525,246 at 6%; with 50% employer match about $525,246 at 4% or $350,164 at 6%; with 100% employer match about $393,934 at 4% or $262,623 at 6%.
Mwl Advisory LLC 401(K) Profit Sharing Plan-8$1,051,823$202,118$25,265iApproximate average salary by contribution assumption: employee only about $631,619 at 4% or $421,079 at 6%; with 50% employer match about $421,079 at 4% or $280,719 at 6%; with 100% employer match about $315,809 at 4% or $210,540 at 6%.
MWL ADVISORY LLC CASH BALANCE PLAN-7$50,000$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.