Civic Intelligence

Wentworth Partners Inc.

Plan context: Wentworth Partners Inc. Retirement Trust

EIN 47-1205315 • Los Gatos, CA • 10 filings • 1 plans

15195 National Avenue, Suite 205Los Gatos, CA 95032
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,345,576

2025 Contributions

$2,500

Historical Graphs

Total Assets Over Time

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

$3,345,576$1,672,788$0201620202024YearValue
$3,345,576Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest 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$2,500-
Wentworth Partners Inc. Retirement Trust-0$0$2,500-
202415$3,345,576$161,989$32,398iApproximate average salary by contribution assumption: employee only about $809,945 at 4% or $539,963 at 6%; with 50% employer match about $539,963 at 4% or $359,976 at 6%; with 100% employer match about $404,973 at 4% or $269,982 at 6%.
Wentworth Partners Inc. Retirement Trust-5$3,345,576$161,989$32,398iApproximate average salary by contribution assumption: employee only about $809,945 at 4% or $539,963 at 6%; with 50% employer match about $539,963 at 4% or $359,976 at 6%; with 100% employer match about $404,973 at 4% or $269,982 at 6%.
202315$2,734,397$163,313$32,663iApproximate average salary by contribution assumption: employee only about $816,565 at 4% or $544,377 at 6%; with 50% employer match about $544,377 at 4% or $362,918 at 6%; with 100% employer match about $408,283 at 4% or $272,188 at 6%.
Wentworth Partners Inc. Retirement Trust-5$2,734,397$163,313$32,663iApproximate average salary by contribution assumption: employee only about $816,565 at 4% or $544,377 at 6%; with 50% employer match about $544,377 at 4% or $362,918 at 6%; with 100% employer match about $408,283 at 4% or $272,188 at 6%.
202215$2,131,316$150,594$30,119iApproximate average salary by contribution assumption: employee only about $752,970 at 4% or $501,980 at 6%; with 50% employer match about $501,980 at 4% or $334,653 at 6%; with 100% employer match about $376,485 at 4% or $250,990 at 6%.
Wentworth Partners Inc. Retirement Trust-5$2,131,316$150,594$30,119iApproximate average salary by contribution assumption: employee only about $752,970 at 4% or $501,980 at 6%; with 50% employer match about $501,980 at 4% or $334,653 at 6%; with 100% employer match about $376,485 at 4% or $250,990 at 6%.
202115$2,226,576$141,403$28,281iApproximate average salary by contribution assumption: employee only about $707,015 at 4% or $471,343 at 6%; with 50% employer match about $471,343 at 4% or $314,229 at 6%; with 100% employer match about $353,508 at 4% or $235,672 at 6%.
Wentworth Partners Inc. Retirement Trust-5$2,226,576$141,403$28,281iApproximate average salary by contribution assumption: employee only about $707,015 at 4% or $471,343 at 6%; with 50% employer match about $471,343 at 4% or $314,229 at 6%; with 100% employer match about $353,508 at 4% or $235,672 at 6%.
202015$1,806,038$139,551$27,910iApproximate average salary by contribution assumption: employee only about $697,755 at 4% or $465,170 at 6%; with 50% employer match about $465,170 at 4% or $310,113 at 6%; with 100% employer match about $348,878 at 4% or $232,585 at 6%.
Wentworth Partners Inc. Retirement Trust-5$1,806,038$139,551$27,910iApproximate average salary by contribution assumption: employee only about $697,755 at 4% or $465,170 at 6%; with 50% employer match about $465,170 at 4% or $310,113 at 6%; with 100% employer match about $348,878 at 4% or $232,585 at 6%.
201915$1,477,080$125,948$25,190iApproximate average salary by contribution assumption: employee only about $629,740 at 4% or $419,827 at 6%; with 50% employer match about $419,827 at 4% or $279,884 at 6%; with 100% employer match about $314,870 at 4% or $209,913 at 6%.
Wentworth Partners Inc. Retirement Trust-5$1,477,080$125,948$25,190iApproximate average salary by contribution assumption: employee only about $629,740 at 4% or $419,827 at 6%; with 50% employer match about $419,827 at 4% or $279,884 at 6%; with 100% employer match about $314,870 at 4% or $209,913 at 6%.
201815$1,118,522$123,305$24,661iApproximate average salary by contribution assumption: employee only about $616,525 at 4% or $411,017 at 6%; with 50% employer match about $411,017 at 4% or $274,011 at 6%; with 100% employer match about $308,263 at 4% or $205,508 at 6%.
Wentworth Partners Inc. Retirement Trust-5$1,118,522$123,305$24,661iApproximate average salary by contribution assumption: employee only about $616,525 at 4% or $411,017 at 6%; with 50% employer match about $411,017 at 4% or $274,011 at 6%; with 100% employer match about $308,263 at 4% or $205,508 at 6%.
201715$1,057,981$123,555$24,711iApproximate average salary by contribution assumption: employee only about $617,775 at 4% or $411,850 at 6%; with 50% employer match about $411,850 at 4% or $274,567 at 6%; with 100% employer match about $308,888 at 4% or $205,925 at 6%.
Wentworth Partners Inc. Retirement Trust-5$1,057,981$123,555$24,711iApproximate average salary by contribution assumption: employee only about $617,775 at 4% or $411,850 at 6%; with 50% employer match about $411,850 at 4% or $274,567 at 6%; with 100% employer match about $308,888 at 4% or $205,925 at 6%.
201614$806,264$117,022$29,256iApproximate average salary by contribution assumption: employee only about $731,388 at 4% or $487,592 at 6%; with 50% employer match about $487,592 at 4% or $325,061 at 6%; with 100% employer match about $365,694 at 4% or $243,796 at 6%.
Wentworth Partners Inc. Retirement Trust-4$806,264$117,022$29,256iApproximate average salary by contribution assumption: employee only about $731,388 at 4% or $487,592 at 6%; with 50% employer match about $487,592 at 4% or $325,061 at 6%; with 100% employer match about $365,694 at 4% or $243,796 at 6%.