GEOMETRIC WEALTH ADVISORS, LLC
Plan context: GEOMETRIC WEALTH ADVISORS 401(K) PLAN
EIN 47-1137290 • Washington, DC • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
32
2025 Assets
$4,191,064
2025 Contributions
$576,730
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 32 | $4,191,064 | $576,730 | $18,023iApproximate average salary by contribution assumption: employee only about $450,570 at 4% or $300,380 at 6%; with 50% employer match about $300,380 at 4% or $200,253 at 6%; with 100% employer match about $225,285 at 4% or $150,190 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 32 | $4,191,064 | $576,730 | $18,023iApproximate average salary by contribution assumption: employee only about $450,570 at 4% or $300,380 at 6%; with 50% employer match about $300,380 at 4% or $200,253 at 6%; with 100% employer match about $225,285 at 4% or $150,190 at 6%. |
| 2024 | 1 | 27 | $3,291,563 | $745,434 | $27,609iApproximate average salary by contribution assumption: employee only about $690,217 at 4% or $460,144 at 6%; with 50% employer match about $460,144 at 4% or $306,763 at 6%; with 100% employer match about $345,108 at 4% or $230,072 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 27 | $3,291,563 | $745,434 | $27,609iApproximate average salary by contribution assumption: employee only about $690,217 at 4% or $460,144 at 6%; with 50% employer match about $460,144 at 4% or $306,763 at 6%; with 100% employer match about $345,108 at 4% or $230,072 at 6%. |
| 2023 | 1 | 23 | $2,279,128 | $522,671 | $22,725iApproximate average salary by contribution assumption: employee only about $568,121 at 4% or $378,747 at 6%; with 50% employer match about $378,747 at 4% or $252,498 at 6%; with 100% employer match about $284,060 at 4% or $189,374 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 23 | $2,279,128 | $522,671 | $22,725iApproximate average salary by contribution assumption: employee only about $568,121 at 4% or $378,747 at 6%; with 50% employer match about $378,747 at 4% or $252,498 at 6%; with 100% employer match about $284,060 at 4% or $189,374 at 6%. |
| 2022 | 1 | 22 | $1,544,241 | $517,538 | $23,524iApproximate average salary by contribution assumption: employee only about $588,111 at 4% or $392,074 at 6%; with 50% employer match about $392,074 at 4% or $261,383 at 6%; with 100% employer match about $294,056 at 4% or $196,037 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 22 | $1,544,241 | $517,538 | $23,524iApproximate average salary by contribution assumption: employee only about $588,111 at 4% or $392,074 at 6%; with 50% employer match about $392,074 at 4% or $261,383 at 6%; with 100% employer match about $294,056 at 4% or $196,037 at 6%. |
| 2021 | 1 | 15 | $1,310,549 | $731,339 | $48,756iApproximate average salary by contribution assumption: employee only about $1,218,898 at 4% or $812,599 at 6%; with 50% employer match about $812,599 at 4% or $541,733 at 6%; with 100% employer match about $609,449 at 4% or $406,299 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 15 | $1,310,549 | $731,339 | $48,756iApproximate average salary by contribution assumption: employee only about $1,218,898 at 4% or $812,599 at 6%; with 50% employer match about $812,599 at 4% or $541,733 at 6%; with 100% employer match about $609,449 at 4% or $406,299 at 6%. |
| 2020 | 1 | 8 | $508,350 | $191,474 | $23,934iApproximate average salary by contribution assumption: employee only about $598,356 at 4% or $398,904 at 6%; with 50% employer match about $398,904 at 4% or $265,936 at 6%; with 100% employer match about $299,178 at 4% or $199,452 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 8 | $508,350 | $191,474 | $23,934iApproximate average salary by contribution assumption: employee only about $598,356 at 4% or $398,904 at 6%; with 50% employer match about $398,904 at 4% or $265,936 at 6%; with 100% employer match about $299,178 at 4% or $199,452 at 6%. |
| 2019 | 1 | 6 | $268,387 | $173,446 | $28,908iApproximate average salary by contribution assumption: employee only about $722,692 at 4% or $481,794 at 6%; with 50% employer match about $481,794 at 4% or $321,196 at 6%; with 100% employer match about $361,346 at 4% or $240,897 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 6 | $268,387 | $173,446 | $28,908iApproximate average salary by contribution assumption: employee only about $722,692 at 4% or $481,794 at 6%; with 50% employer match about $481,794 at 4% or $321,196 at 6%; with 100% employer match about $361,346 at 4% or $240,897 at 6%. |
| 2018 | 1 | 5 | $80,274 | $81,749 | $16,350iApproximate average salary by contribution assumption: employee only about $408,745 at 4% or $272,497 at 6%; with 50% employer match about $272,497 at 4% or $181,664 at 6%; with 100% employer match about $204,373 at 4% or $136,248 at 6%. |
| GEOMETRIC WEALTH ADVISORS 401(K) PLAN | - | 5 | $80,274 | $81,749 | $16,350iApproximate average salary by contribution assumption: employee only about $408,745 at 4% or $272,497 at 6%; with 50% employer match about $272,497 at 4% or $181,664 at 6%; with 100% employer match about $204,373 at 4% or $136,248 at 6%. |