Civic Intelligence

Warren Street Wealth Advisors LLC

Plan context: Warren Street Wealth 401(K) & Profit Sharing Plan

EIN 47-1978730 • Newport Beach, CA • 8 filings • 2 plans

4041 Macarthur BlvdSuite 400Newport Beach, CA 92660
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$1,608,154

2023 Contributions

$382,032

Historical Graphs

Total Assets Over Time

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

$1,608,154$804,077$0201620202023YearValue
$1,608,154Latest year 2023

Participants Over Time

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

1470201620202023YearValue
14Latest year 2023

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
2023114$1,608,154$382,032$27,288iApproximate average salary by contribution assumption: employee only about $682,200 at 4% or $454,800 at 6%; with 50% employer match about $454,800 at 4% or $303,200 at 6%; with 100% employer match about $341,100 at 4% or $227,400 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-14$1,608,154$382,032$27,288iApproximate average salary by contribution assumption: employee only about $682,200 at 4% or $454,800 at 6%; with 50% employer match about $454,800 at 4% or $303,200 at 6%; with 100% employer match about $341,100 at 4% or $227,400 at 6%.
2022113$998,442$243,653$18,743iApproximate average salary by contribution assumption: employee only about $468,563 at 4% or $312,376 at 6%; with 50% employer match about $312,376 at 4% or $208,250 at 6%; with 100% employer match about $234,282 at 4% or $156,188 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-13$998,442$243,653$18,743iApproximate average salary by contribution assumption: employee only about $468,563 at 4% or $312,376 at 6%; with 50% employer match about $312,376 at 4% or $208,250 at 6%; with 100% employer match about $234,282 at 4% or $156,188 at 6%.
2021110$936,416$172,843$17,284iApproximate average salary by contribution assumption: employee only about $432,108 at 4% or $288,072 at 6%; with 50% employer match about $288,072 at 4% or $192,048 at 6%; with 100% employer match about $216,054 at 4% or $144,036 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-10$936,416$172,843$17,284iApproximate average salary by contribution assumption: employee only about $432,108 at 4% or $288,072 at 6%; with 50% employer match about $288,072 at 4% or $192,048 at 6%; with 100% employer match about $216,054 at 4% or $144,036 at 6%.
202019$630,399$178,192$19,799iApproximate average salary by contribution assumption: employee only about $494,978 at 4% or $329,985 at 6%; with 50% employer match about $329,985 at 4% or $219,990 at 6%; with 100% employer match about $247,489 at 4% or $164,993 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-9$630,399$178,192$19,799iApproximate average salary by contribution assumption: employee only about $494,978 at 4% or $329,985 at 6%; with 50% employer match about $329,985 at 4% or $219,990 at 6%; with 100% employer match about $247,489 at 4% or $164,993 at 6%.
201917$359,125$113,627$16,232iApproximate average salary by contribution assumption: employee only about $405,811 at 4% or $270,540 at 6%; with 50% employer match about $270,540 at 4% or $180,360 at 6%; with 100% employer match about $202,905 at 4% or $135,270 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-7$359,125$113,627$16,232iApproximate average salary by contribution assumption: employee only about $405,811 at 4% or $270,540 at 6%; with 50% employer match about $270,540 at 4% or $180,360 at 6%; with 100% employer match about $202,905 at 4% or $135,270 at 6%.
201815$186,020$84,580$16,916iApproximate average salary by contribution assumption: employee only about $422,900 at 4% or $281,933 at 6%; with 50% employer match about $281,933 at 4% or $187,956 at 6%; with 100% employer match about $211,450 at 4% or $140,967 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-5$186,020$84,580$16,916iApproximate average salary by contribution assumption: employee only about $422,900 at 4% or $281,933 at 6%; with 50% employer match about $281,933 at 4% or $187,956 at 6%; with 100% employer match about $211,450 at 4% or $140,967 at 6%.
201715$159,731$105,621$21,124iApproximate average salary by contribution assumption: employee only about $528,105 at 4% or $352,070 at 6%; with 50% employer match about $352,070 at 4% or $234,713 at 6%; with 100% employer match about $264,053 at 4% or $176,035 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-5$159,731$105,621$21,124iApproximate average salary by contribution assumption: employee only about $528,105 at 4% or $352,070 at 6%; with 50% employer match about $352,070 at 4% or $234,713 at 6%; with 100% employer match about $264,053 at 4% or $176,035 at 6%.
201612$37,696$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Warren Street Wealth 401(K) & Profit Sharing Plan-2$37,696$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.