Civic Intelligence

Walden Wealth Management LLC

Plan context: Walden Wealth Management LLC 401K Plan

EIN 47-5293716 • Irvine, CA • 9 filings • 1 plans

2082 Michelson Drive, Ste 103Irvine, CA 92612
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$997,527

2024 Contributions

$24,376

Historical Graphs

Total Assets Over Time

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

$997,527$498,764$0201620202024YearValue
$997,527Latest year 2024

Participants Over Time

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

210201620202024YearValue
2Latest 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
202412$997,527$24,376$12,188iApproximate average salary by contribution assumption: employee only about $304,700 at 4% or $203,133 at 6%; with 50% employer match about $203,133 at 4% or $135,422 at 6%; with 100% employer match about $152,350 at 4% or $101,567 at 6%.
Walden Wealth Management LLC 401K Plan-2$997,527$24,376$12,188iApproximate average salary by contribution assumption: employee only about $304,700 at 4% or $203,133 at 6%; with 50% employer match about $203,133 at 4% or $135,422 at 6%; with 100% employer match about $152,350 at 4% or $101,567 at 6%.
202312$852,854$21,578$10,789iApproximate average salary by contribution assumption: employee only about $269,725 at 4% or $179,817 at 6%; with 50% employer match about $179,817 at 4% or $119,878 at 6%; with 100% employer match about $134,863 at 4% or $89,908 at 6%.
Walden Wealth Management LLC 401K Plan-2$852,854$21,578$10,789iApproximate average salary by contribution assumption: employee only about $269,725 at 4% or $179,817 at 6%; with 50% employer match about $179,817 at 4% or $119,878 at 6%; with 100% employer match about $134,863 at 4% or $89,908 at 6%.
202212$672,511$19,067$9,534iApproximate average salary by contribution assumption: employee only about $238,338 at 4% or $158,892 at 6%; with 50% employer match about $158,892 at 4% or $105,928 at 6%; with 100% employer match about $119,169 at 4% or $79,446 at 6%.
Walden Wealth Management LLC 401K Plan-2$672,511$19,067$9,534iApproximate average salary by contribution assumption: employee only about $238,338 at 4% or $158,892 at 6%; with 50% employer match about $158,892 at 4% or $105,928 at 6%; with 100% employer match about $119,169 at 4% or $79,446 at 6%.
202112$797,696$19,377$9,689iApproximate average salary by contribution assumption: employee only about $242,213 at 4% or $161,475 at 6%; with 50% employer match about $161,475 at 4% or $107,650 at 6%; with 100% employer match about $121,106 at 4% or $80,738 at 6%.
Walden Wealth Management LLC 401K Plan-2$797,696$19,377$9,689iApproximate average salary by contribution assumption: employee only about $242,213 at 4% or $161,475 at 6%; with 50% employer match about $161,475 at 4% or $107,650 at 6%; with 100% employer match about $121,106 at 4% or $80,738 at 6%.
202012$679,098$12,984$6,492iApproximate average salary by contribution assumption: employee only about $162,300 at 4% or $108,200 at 6%; with 50% employer match about $108,200 at 4% or $72,133 at 6%; with 100% employer match about $81,150 at 4% or $54,100 at 6%.
Walden Wealth Management LLC 401K Plan-2$679,098$12,984$6,492iApproximate average salary by contribution assumption: employee only about $162,300 at 4% or $108,200 at 6%; with 50% employer match about $108,200 at 4% or $72,133 at 6%; with 100% employer match about $81,150 at 4% or $54,100 at 6%.
201912$583,580$8,477$4,239iApproximate average salary by contribution assumption: employee only about $105,963 at 4% or $70,642 at 6%; with 50% employer match about $70,642 at 4% or $47,094 at 6%; with 100% employer match about $52,981 at 4% or $35,321 at 6%.
Walden Wealth Management LLC 401K Plan-2$583,580$8,477$4,239iApproximate average salary by contribution assumption: employee only about $105,963 at 4% or $70,642 at 6%; with 50% employer match about $70,642 at 4% or $47,094 at 6%; with 100% employer match about $52,981 at 4% or $35,321 at 6%.
201812$443,999$10,618$5,309iApproximate average salary by contribution assumption: employee only about $132,725 at 4% or $88,483 at 6%; with 50% employer match about $88,483 at 4% or $58,989 at 6%; with 100% employer match about $66,363 at 4% or $44,242 at 6%.
Walden Wealth Management LLC 401K Plan-2$443,999$10,618$5,309iApproximate average salary by contribution assumption: employee only about $132,725 at 4% or $88,483 at 6%; with 50% employer match about $88,483 at 4% or $58,989 at 6%; with 100% employer match about $66,363 at 4% or $44,242 at 6%.
201712$466,467$7,203$3,602iApproximate average salary by contribution assumption: employee only about $90,038 at 4% or $60,025 at 6%; with 50% employer match about $60,025 at 4% or $40,017 at 6%; with 100% employer match about $45,019 at 4% or $30,013 at 6%.
Walden Wealth Management LLC 401K Plan-2$466,467$7,203$3,602iApproximate average salary by contribution assumption: employee only about $90,038 at 4% or $60,025 at 6%; with 50% employer match about $60,025 at 4% or $40,017 at 6%; with 100% employer match about $45,019 at 4% or $30,013 at 6%.
201611$377,845$314,833$314,833iApproximate average salary by contribution assumption: employee only about $7,870,825 at 4% or $5,247,217 at 6%; with 50% employer match about $5,247,217 at 4% or $3,498,144 at 6%; with 100% employer match about $3,935,413 at 4% or $2,623,608 at 6%.
Walden Wealth Management LLC 401K Plan-1$377,845$314,833$314,833iApproximate average salary by contribution assumption: employee only about $7,870,825 at 4% or $5,247,217 at 6%; with 50% employer match about $5,247,217 at 4% or $3,498,144 at 6%; with 100% employer match about $3,935,413 at 4% or $2,623,608 at 6%.