Civic Intelligence

Pathwise Wealth Partners

Plan context: Pathwise Wealth Partners 401(K) Plan

EIN 47-2393033 • Pleasant Hill, CA • 10 filings • 1 plans

2255 Contra Costa BlvdSuite 207Pleasant Hill, CA 94523
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,269,538

2025 Contributions

$87,203

Historical Graphs

Total Assets Over Time

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

$1,269,538$634,769$0201620212025YearValue
$1,269,538Latest year 2025

Participants Over Time

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

320201620212025YearValue
3Latest 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
202513$1,269,538$87,203$29,068iApproximate average salary by contribution assumption: employee only about $726,692 at 4% or $484,461 at 6%; with 50% employer match about $484,461 at 4% or $322,974 at 6%; with 100% employer match about $363,346 at 4% or $242,231 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$1,269,538$87,203$29,068iApproximate average salary by contribution assumption: employee only about $726,692 at 4% or $484,461 at 6%; with 50% employer match about $484,461 at 4% or $322,974 at 6%; with 100% employer match about $363,346 at 4% or $242,231 at 6%.
202413$1,009,974$82,022$27,341iApproximate average salary by contribution assumption: employee only about $683,517 at 4% or $455,678 at 6%; with 50% employer match about $455,678 at 4% or $303,785 at 6%; with 100% employer match about $341,758 at 4% or $227,839 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$1,009,974$82,022$27,341iApproximate average salary by contribution assumption: employee only about $683,517 at 4% or $455,678 at 6%; with 50% employer match about $455,678 at 4% or $303,785 at 6%; with 100% employer match about $341,758 at 4% or $227,839 at 6%.
202313$781,925$83,237$27,746iApproximate average salary by contribution assumption: employee only about $693,642 at 4% or $462,428 at 6%; with 50% employer match about $462,428 at 4% or $308,285 at 6%; with 100% employer match about $346,821 at 4% or $231,214 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$781,925$83,237$27,746iApproximate average salary by contribution assumption: employee only about $693,642 at 4% or $462,428 at 6%; with 50% employer match about $462,428 at 4% or $308,285 at 6%; with 100% employer match about $346,821 at 4% or $231,214 at 6%.
202213$574,942$73,487$24,496iApproximate average salary by contribution assumption: employee only about $612,392 at 4% or $408,261 at 6%; with 50% employer match about $408,261 at 4% or $272,174 at 6%; with 100% employer match about $306,196 at 4% or $204,131 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$574,942$73,487$24,496iApproximate average salary by contribution assumption: employee only about $612,392 at 4% or $408,261 at 6%; with 50% employer match about $408,261 at 4% or $272,174 at 6%; with 100% employer match about $306,196 at 4% or $204,131 at 6%.
202113$596,440$71,965$23,988iApproximate average salary by contribution assumption: employee only about $599,708 at 4% or $399,806 at 6%; with 50% employer match about $399,806 at 4% or $266,537 at 6%; with 100% employer match about $299,854 at 4% or $199,903 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$596,440$71,965$23,988iApproximate average salary by contribution assumption: employee only about $599,708 at 4% or $399,806 at 6%; with 50% employer match about $399,806 at 4% or $266,537 at 6%; with 100% employer match about $299,854 at 4% or $199,903 at 6%.
202013$441,945$70,579$23,526iApproximate average salary by contribution assumption: employee only about $588,158 at 4% or $392,106 at 6%; with 50% employer match about $392,106 at 4% or $261,404 at 6%; with 100% employer match about $294,079 at 4% or $196,053 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$441,945$70,579$23,526iApproximate average salary by contribution assumption: employee only about $588,158 at 4% or $392,106 at 6%; with 50% employer match about $392,106 at 4% or $261,404 at 6%; with 100% employer match about $294,079 at 4% or $196,053 at 6%.
201913$320,606$68,010$22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$320,606$68,010$22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%.
201813$202,631$97,373$32,458iApproximate average salary by contribution assumption: employee only about $811,442 at 4% or $540,961 at 6%; with 50% employer match about $540,961 at 4% or $360,641 at 6%; with 100% employer match about $405,721 at 4% or $270,481 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$202,631$97,373$32,458iApproximate average salary by contribution assumption: employee only about $811,442 at 4% or $540,961 at 6%; with 50% employer match about $540,961 at 4% or $360,641 at 6%; with 100% employer match about $405,721 at 4% or $270,481 at 6%.
201713$126,307$45,475$15,158iApproximate average salary by contribution assumption: employee only about $378,958 at 4% or $252,639 at 6%; with 50% employer match about $252,639 at 4% or $168,426 at 6%; with 100% employer match about $189,479 at 4% or $126,319 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$126,307$45,475$15,158iApproximate average salary by contribution assumption: employee only about $378,958 at 4% or $252,639 at 6%; with 50% employer match about $252,639 at 4% or $168,426 at 6%; with 100% employer match about $189,479 at 4% or $126,319 at 6%.
201613$63,323$62,225$20,742iApproximate average salary by contribution assumption: employee only about $518,542 at 4% or $345,694 at 6%; with 50% employer match about $345,694 at 4% or $230,463 at 6%; with 100% employer match about $259,271 at 4% or $172,847 at 6%.
Pathwise Wealth Partners 401(K) Plan-3$63,323$62,225$20,742iApproximate average salary by contribution assumption: employee only about $518,542 at 4% or $345,694 at 6%; with 50% employer match about $345,694 at 4% or $230,463 at 6%; with 100% employer match about $259,271 at 4% or $172,847 at 6%.