Civic Intelligence

BETTERWEALTH, LLC

Plan context: BETTERWEALTH 401(K) PLAN

EIN 47-4485131 • San Jose, CA • 10 filings • 1 plans

1475 Saratoga Avenue, Suite 200San Jose, CA 95129
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,027,888

2025 Contributions

$349,409

Historical Graphs

Total Assets Over Time

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

$5,027,888$2,513,944$0201620212025YearValue
$5,027,888Latest year 2025

Participants Over Time

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

630201620212025YearValue
6Latest 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
202516$5,027,888$349,409$58,235iApproximate average salary by contribution assumption: employee only about $1,455,871 at 4% or $970,581 at 6%; with 50% employer match about $970,581 at 4% or $647,054 at 6%; with 100% employer match about $727,935 at 4% or $485,290 at 6%.
BETTERWEALTH 401(K) PLAN-6$5,027,888$349,409$58,235iApproximate average salary by contribution assumption: employee only about $1,455,871 at 4% or $970,581 at 6%; with 50% employer match about $970,581 at 4% or $647,054 at 6%; with 100% employer match about $727,935 at 4% or $485,290 at 6%.
202416$4,834,834$241,885$40,314iApproximate average salary by contribution assumption: employee only about $1,007,854 at 4% or $671,903 at 6%; with 50% employer match about $671,903 at 4% or $447,935 at 6%; with 100% employer match about $503,927 at 4% or $335,951 at 6%.
BETTERWEALTH 401(K) PLAN-6$4,834,834$241,885$40,314iApproximate average salary by contribution assumption: employee only about $1,007,854 at 4% or $671,903 at 6%; with 50% employer match about $671,903 at 4% or $447,935 at 6%; with 100% employer match about $503,927 at 4% or $335,951 at 6%.
202316$3,845,149$263,705$43,951iApproximate average salary by contribution assumption: employee only about $1,098,771 at 4% or $732,514 at 6%; with 50% employer match about $732,514 at 4% or $488,343 at 6%; with 100% employer match about $549,385 at 4% or $366,257 at 6%.
BETTERWEALTH 401(K) PLAN-6$3,845,149$263,705$43,951iApproximate average salary by contribution assumption: employee only about $1,098,771 at 4% or $732,514 at 6%; with 50% employer match about $732,514 at 4% or $488,343 at 6%; with 100% employer match about $549,385 at 4% or $366,257 at 6%.
202216$2,829,620$1,236,406$206,068iApproximate average salary by contribution assumption: employee only about $5,151,692 at 4% or $3,434,461 at 6%; with 50% employer match about $3,434,461 at 4% or $2,289,641 at 6%; with 100% employer match about $2,575,846 at 4% or $1,717,231 at 6%.
BETTERWEALTH 401(K) PLAN-6$2,829,620$1,236,406$206,068iApproximate average salary by contribution assumption: employee only about $5,151,692 at 4% or $3,434,461 at 6%; with 50% employer match about $3,434,461 at 4% or $2,289,641 at 6%; with 100% employer match about $2,575,846 at 4% or $1,717,231 at 6%.
202115$2,172,257$214,279$42,856iApproximate average salary by contribution assumption: employee only about $1,071,395 at 4% or $714,263 at 6%; with 50% employer match about $714,263 at 4% or $476,176 at 6%; with 100% employer match about $535,698 at 4% or $357,132 at 6%.
BETTERWEALTH 401(K) PLAN-5$2,172,257$214,279$42,856iApproximate average salary by contribution assumption: employee only about $1,071,395 at 4% or $714,263 at 6%; with 50% employer match about $714,263 at 4% or $476,176 at 6%; with 100% employer match about $535,698 at 4% or $357,132 at 6%.
202015$2,513,206$208,151$41,630iApproximate average salary by contribution assumption: employee only about $1,040,755 at 4% or $693,837 at 6%; with 50% employer match about $693,837 at 4% or $462,558 at 6%; with 100% employer match about $520,377 at 4% or $346,918 at 6%.
BETTERWEALTH 401(K) PLAN-5$2,513,206$208,151$41,630iApproximate average salary by contribution assumption: employee only about $1,040,755 at 4% or $693,837 at 6%; with 50% employer match about $693,837 at 4% or $462,558 at 6%; with 100% employer match about $520,377 at 4% or $346,918 at 6%.
201915$1,765,408$197,879$39,576iApproximate average salary by contribution assumption: employee only about $989,395 at 4% or $659,597 at 6%; with 50% employer match about $659,597 at 4% or $439,731 at 6%; with 100% employer match about $494,698 at 4% or $329,798 at 6%.
BETTERWEALTH 401(K) PLAN-5$1,765,408$197,879$39,576iApproximate average salary by contribution assumption: employee only about $989,395 at 4% or $659,597 at 6%; with 50% employer match about $659,597 at 4% or $439,731 at 6%; with 100% employer match about $494,698 at 4% or $329,798 at 6%.
201815$1,230,087$934,042$186,808iApproximate average salary by contribution assumption: employee only about $4,670,210 at 4% or $3,113,473 at 6%; with 50% employer match about $3,113,473 at 4% or $2,075,649 at 6%; with 100% employer match about $2,335,105 at 4% or $1,556,737 at 6%.
BETTERWEALTH 401(K) PLAN-5$1,230,087$934,042$186,808iApproximate average salary by contribution assumption: employee only about $4,670,210 at 4% or $3,113,473 at 6%; with 50% employer match about $3,113,473 at 4% or $2,075,649 at 6%; with 100% employer match about $2,335,105 at 4% or $1,556,737 at 6%.
201714$374,901$91,770$22,943iApproximate average salary by contribution assumption: employee only about $573,563 at 4% or $382,375 at 6%; with 50% employer match about $382,375 at 4% or $254,917 at 6%; with 100% employer match about $286,781 at 4% or $191,188 at 6%.
BETTERWEALTH 401(K) PLAN-4$374,901$91,770$22,943iApproximate average salary by contribution assumption: employee only about $573,563 at 4% or $382,375 at 6%; with 50% employer match about $382,375 at 4% or $254,917 at 6%; with 100% employer match about $286,781 at 4% or $191,188 at 6%.
201614$238,480$231,699$57,925iApproximate average salary by contribution assumption: employee only about $1,448,119 at 4% or $965,413 at 6%; with 50% employer match about $965,413 at 4% or $643,608 at 6%; with 100% employer match about $724,059 at 4% or $482,706 at 6%.
BETTERWEALTH 401(K) PLAN-4$238,480$231,699$57,925iApproximate average salary by contribution assumption: employee only about $1,448,119 at 4% or $965,413 at 6%; with 50% employer match about $965,413 at 4% or $643,608 at 6%; with 100% employer match about $724,059 at 4% or $482,706 at 6%.