Civic Intelligence

Welton Investment Partners LLC

Plan context: WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN

EIN 47-1056813 • Carmel, CA • 21 filings • 3 plans

56B 5th Street, Lot 1 #6147Carmel, CA 93921
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$15,518,299

2025 Contributions

$366,380

Historical Graphs

Total Assets Over Time

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

$19,514,783$9,757,392$0201520202025YearValue
$15,518,299Latest year 2025

Participants Over Time

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

39200201520202025YearValue
36Latest 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
2025136$15,518,299$366,380$10,177iApproximate average salary by contribution assumption: employee only about $254,431 at 4% or $169,620 at 6%; with 50% employer match about $169,620 at 4% or $113,080 at 6%; with 100% employer match about $127,215 at 4% or $84,810 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-36$15,518,299$366,380$10,177iApproximate average salary by contribution assumption: employee only about $254,431 at 4% or $169,620 at 6%; with 50% employer match about $169,620 at 4% or $113,080 at 6%; with 100% employer match about $127,215 at 4% or $84,810 at 6%.
2024236$19,514,783$754,558$20,960iApproximate average salary by contribution assumption: employee only about $523,999 at 4% or $349,332 at 6%; with 50% employer match about $349,332 at 4% or $232,888 at 6%; with 100% employer match about $261,999 at 4% or $174,666 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-36$14,137,032$754,558$20,960iApproximate average salary by contribution assumption: employee only about $523,999 at 4% or $349,332 at 6%; with 50% employer match about $349,332 at 4% or $232,888 at 6%; with 100% employer match about $261,999 at 4% or $174,666 at 6%.
Welton Investment Partners LLC Retirement Plan-20$5,377,751--
2023233$17,429,426$1,806,817$54,752iApproximate average salary by contribution assumption: employee only about $1,368,801 at 4% or $912,534 at 6%; with 50% employer match about $912,534 at 4% or $608,356 at 6%; with 100% employer match about $684,400 at 4% or $456,267 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-33$12,813,158$1,106,817$33,540iApproximate average salary by contribution assumption: employee only about $838,498 at 4% or $558,998 at 6%; with 50% employer match about $558,998 at 4% or $372,666 at 6%; with 100% employer match about $419,249 at 4% or $279,499 at 6%.
Welton Investment Partners LLC Retirement Plan-20$4,616,268$700,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
2022234$13,242,441$1,588,782$46,729iApproximate average salary by contribution assumption: employee only about $1,168,222 at 4% or $778,815 at 6%; with 50% employer match about $778,815 at 4% or $519,210 at 6%; with 100% employer match about $584,111 at 4% or $389,407 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-34$9,621,092$888,782$26,141iApproximate average salary by contribution assumption: employee only about $653,516 at 4% or $435,677 at 6%; with 50% employer match about $435,677 at 4% or $290,452 at 6%; with 100% employer match about $326,758 at 4% or $217,839 at 6%.
Welton Investment Partners LLC Retirement Plan-19$3,621,349$700,000$36,842iApproximate average salary by contribution assumption: employee only about $921,053 at 4% or $614,035 at 6%; with 50% employer match about $614,035 at 4% or $409,357 at 6%; with 100% employer match about $460,526 at 4% or $307,018 at 6%.
2021235$15,551,848$1,391,317$39,752iApproximate average salary by contribution assumption: employee only about $993,798 at 4% or $662,532 at 6%; with 50% employer match about $662,532 at 4% or $441,688 at 6%; with 100% employer match about $496,899 at 4% or $331,266 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-35$11,828,014$691,317$19,752iApproximate average salary by contribution assumption: employee only about $493,798 at 4% or $329,199 at 6%; with 50% employer match about $329,199 at 4% or $219,466 at 6%; with 100% employer match about $246,899 at 4% or $164,599 at 6%.
Welton Investment Partners LLC Retirement Plan-19$3,723,834$700,000$36,842iApproximate average salary by contribution assumption: employee only about $921,053 at 4% or $614,035 at 6%; with 50% employer match about $614,035 at 4% or $409,357 at 6%; with 100% employer match about $460,526 at 4% or $307,018 at 6%.
2020239$12,823,648$401,699$10,300iApproximate average salary by contribution assumption: employee only about $257,499 at 4% or $171,666 at 6%; with 50% employer match about $171,666 at 4% or $114,444 at 6%; with 100% employer match about $128,750 at 4% or $85,833 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-39$10,061,043$311,370$7,984iApproximate average salary by contribution assumption: employee only about $199,596 at 4% or $133,064 at 6%; with 50% employer match about $133,064 at 4% or $88,709 at 6%; with 100% employer match about $99,798 at 4% or $66,532 at 6%.
Welton Investment Partners LLC Retirement Plan-17$2,762,605$90,329$5,313iApproximate average salary by contribution assumption: employee only about $132,837 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,418 at 4% or $44,279 at 6%.
2019238$10,146,065$901,059$23,712iApproximate average salary by contribution assumption: employee only about $592,802 at 4% or $395,201 at 6%; with 50% employer match about $395,201 at 4% or $263,468 at 6%; with 100% employer match about $296,401 at 4% or $197,601 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-38$7,999,110$362,868$9,549iApproximate average salary by contribution assumption: employee only about $238,729 at 4% or $159,153 at 6%; with 50% employer match about $159,153 at 4% or $106,102 at 6%; with 100% employer match about $119,364 at 4% or $79,576 at 6%.
Welton Investment Partners LLC Retirement Plan-19$2,146,955$538,191$28,326iApproximate average salary by contribution assumption: employee only about $708,146 at 4% or $472,097 at 6%; with 50% employer match about $472,097 at 4% or $314,732 at 6%; with 100% employer match about $354,073 at 4% or $236,049 at 6%.
2018234$8,224,505$812,843$23,907iApproximate average salary by contribution assumption: employee only about $597,679 at 4% or $398,452 at 6%; with 50% employer match about $398,452 at 4% or $265,635 at 6%; with 100% employer match about $298,839 at 4% or $199,226 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-34$6,745,166$812,843$23,907iApproximate average salary by contribution assumption: employee only about $597,679 at 4% or $398,452 at 6%; with 50% employer match about $398,452 at 4% or $265,635 at 6%; with 100% employer match about $298,839 at 4% or $199,226 at 6%.
Welton Investment Partners LLC Retirement Plan-24$1,479,339$0-
2017235$8,492,759$1,081,770$30,908iApproximate average salary by contribution assumption: employee only about $772,693 at 4% or $515,129 at 6%; with 50% employer match about $515,129 at 4% or $343,419 at 6%; with 100% employer match about $386,346 at 4% or $257,564 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN-35$6,728,976$698,614$19,960iApproximate average salary by contribution assumption: employee only about $499,010 at 4% or $332,673 at 6%; with 50% employer match about $332,673 at 4% or $221,782 at 6%; with 100% employer match about $249,505 at 4% or $166,337 at 6%.
Welton Investment Partners LLC Retirement Plan-23$1,763,783$383,156$16,659iApproximate average salary by contribution assumption: employee only about $416,474 at 4% or $277,649 at 6%; with 50% employer match about $277,649 at 4% or $185,100 at 6%; with 100% employer match about $208,237 at 4% or $138,825 at 6%.
2016228$6,226,904$1,071,385$38,264iApproximate average salary by contribution assumption: employee only about $956,594 at 4% or $637,729 at 6%; with 50% employer match about $637,729 at 4% or $425,153 at 6%; with 100% employer match about $478,297 at 4% or $318,865 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN-28$5,034,247$728,960$26,034iApproximate average salary by contribution assumption: employee only about $650,857 at 4% or $433,905 at 6%; with 50% employer match about $433,905 at 4% or $289,270 at 6%; with 100% employer match about $325,429 at 4% or $216,952 at 6%.
Welton Investment Partners LLC Retirement Plan-19$1,192,657$342,425$18,022iApproximate average salary by contribution assumption: employee only about $450,559 at 4% or $300,373 at 6%; with 50% employer match about $300,373 at 4% or $200,249 at 6%; with 100% employer match about $225,280 at 4% or $150,186 at 6%.
2015226$5,099,157$1,328,764$51,106iApproximate average salary by contribution assumption: employee only about $1,277,658 at 4% or $851,772 at 6%; with 50% employer match about $851,772 at 4% or $567,848 at 6%; with 100% employer match about $638,829 at 4% or $425,886 at 6%.
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN-26$4,233,125$1,178,764$45,337iApproximate average salary by contribution assumption: employee only about $1,133,427 at 4% or $755,618 at 6%; with 50% employer match about $755,618 at 4% or $503,745 at 6%; with 100% employer match about $566,713 at 4% or $377,809 at 6%.
Welton Investment Partners LLC Retirement Plan-17$866,032$150,000$8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%.