Civic Intelligence

Destination Wealth Management Inc

Plan context: Destination Wealth Management Inc. 401(K) Plan

EIN 56-2326959 • Walnut Creek, CA • 21 filings • 4 plans

1255 Treat Blvd., Suite 900Walnut Creek, CA 94597
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$19,873,769

2024 Contributions

$1,061,353

Historical Graphs

Total Assets Over Time

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

$19,873,769$9,936,885$0200420142024YearValue
$19,873,769Latest year 2024

Participants Over Time

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

59300200420142024YearValue
58Latest 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
2024158$19,873,769$1,061,353$18,299iApproximate average salary by contribution assumption: employee only about $457,480 at 4% or $304,986 at 6%; with 50% employer match about $304,986 at 4% or $203,324 at 6%; with 100% employer match about $228,740 at 4% or $152,493 at 6%.
Destination Wealth Management Inc. 401(K) Plan-58$19,873,769$1,061,353$18,299iApproximate average salary by contribution assumption: employee only about $457,480 at 4% or $304,986 at 6%; with 50% employer match about $304,986 at 4% or $203,324 at 6%; with 100% employer match about $228,740 at 4% or $152,493 at 6%.
2023159$18,481,193$1,556,412$26,380iApproximate average salary by contribution assumption: employee only about $659,497 at 4% or $439,664 at 6%; with 50% employer match about $439,664 at 4% or $293,110 at 6%; with 100% employer match about $329,748 at 4% or $219,832 at 6%.
Destination Wealth Management Inc. 401(K) Plan-59$18,481,193$1,556,412$26,380iApproximate average salary by contribution assumption: employee only about $659,497 at 4% or $439,664 at 6%; with 50% employer match about $439,664 at 4% or $293,110 at 6%; with 100% employer match about $329,748 at 4% or $219,832 at 6%.
2022155$14,402,363$915,351$16,643iApproximate average salary by contribution assumption: employee only about $416,069 at 4% or $277,379 at 6%; with 50% employer match about $277,379 at 4% or $184,919 at 6%; with 100% employer match about $208,034 at 4% or $138,690 at 6%.
Destination Wealth Management Inc. 401(K) Plan-55$14,402,363$915,351$16,643iApproximate average salary by contribution assumption: employee only about $416,069 at 4% or $277,379 at 6%; with 50% employer match about $277,379 at 4% or $184,919 at 6%; with 100% employer match about $208,034 at 4% or $138,690 at 6%.
2021156$16,429,992$1,290,717$23,049iApproximate average salary by contribution assumption: employee only about $576,213 at 4% or $384,142 at 6%; with 50% employer match about $384,142 at 4% or $256,095 at 6%; with 100% employer match about $288,106 at 4% or $192,071 at 6%.
Destination Wealth Management Inc. 401(K) Plan-56$16,429,992$1,290,717$23,049iApproximate average salary by contribution assumption: employee only about $576,213 at 4% or $384,142 at 6%; with 50% employer match about $384,142 at 4% or $256,095 at 6%; with 100% employer match about $288,106 at 4% or $192,071 at 6%.
2020154$13,379,593$1,171,434$21,693iApproximate average salary by contribution assumption: employee only about $542,331 at 4% or $361,554 at 6%; with 50% employer match about $361,554 at 4% or $241,036 at 6%; with 100% employer match about $271,165 at 4% or $180,777 at 6%.
Destination Wealth Management Inc. 401(K) Plan-54$13,379,593$1,171,434$21,693iApproximate average salary by contribution assumption: employee only about $542,331 at 4% or $361,554 at 6%; with 50% employer match about $361,554 at 4% or $241,036 at 6%; with 100% employer match about $271,165 at 4% or $180,777 at 6%.
2019153$11,501,569$1,153,152$21,758iApproximate average salary by contribution assumption: employee only about $543,940 at 4% or $362,626 at 6%; with 50% employer match about $362,626 at 4% or $241,751 at 6%; with 100% employer match about $271,970 at 4% or $181,313 at 6%.
Destination Wealth Management Inc. 401(K) Plan-53$11,501,569$1,153,152$21,758iApproximate average salary by contribution assumption: employee only about $543,940 at 4% or $362,626 at 6%; with 50% employer match about $362,626 at 4% or $241,751 at 6%; with 100% employer match about $271,970 at 4% or $181,313 at 6%.
2018158$8,578,526$1,213,861$20,929iApproximate average salary by contribution assumption: employee only about $523,216 at 4% or $348,811 at 6%; with 50% employer match about $348,811 at 4% or $232,540 at 6%; with 100% employer match about $261,608 at 4% or $174,405 at 6%.
Destination Wealth Management Inc. 401(K) Plan-58$8,578,526$1,213,861$20,929iApproximate average salary by contribution assumption: employee only about $523,216 at 4% or $348,811 at 6%; with 50% employer match about $348,811 at 4% or $232,540 at 6%; with 100% employer match about $261,608 at 4% or $174,405 at 6%.
2017157$8,777,153$1,312,847$23,032iApproximate average salary by contribution assumption: employee only about $575,810 at 4% or $383,873 at 6%; with 50% employer match about $383,873 at 4% or $255,916 at 6%; with 100% employer match about $287,905 at 4% or $191,937 at 6%.
Destination Wealth Management Inc. 401(K) Plan-57$8,777,153$1,312,847$23,032iApproximate average salary by contribution assumption: employee only about $575,810 at 4% or $383,873 at 6%; with 50% employer match about $383,873 at 4% or $255,916 at 6%; with 100% employer match about $287,905 at 4% or $191,937 at 6%.
2016153$6,213,248$876,766$16,543iApproximate average salary by contribution assumption: employee only about $413,569 at 4% or $275,713 at 6%; with 50% employer match about $275,713 at 4% or $183,808 at 6%; with 100% employer match about $206,784 at 4% or $137,856 at 6%.
Destination Wealth Management Inc. 401(K) Plan-53$6,213,248$876,766$16,543iApproximate average salary by contribution assumption: employee only about $413,569 at 4% or $275,713 at 6%; with 50% employer match about $275,713 at 4% or $183,808 at 6%; with 100% employer match about $206,784 at 4% or $137,856 at 6%.
2015147$5,002,564$700,688$14,908iApproximate average salary by contribution assumption: employee only about $372,706 at 4% or $248,471 at 6%; with 50% employer match about $248,471 at 4% or $165,647 at 6%; with 100% employer match about $186,353 at 4% or $124,235 at 6%.
Destination Wealth Management Inc. 401(K) Plan-47$5,002,564$700,688$14,908iApproximate average salary by contribution assumption: employee only about $372,706 at 4% or $248,471 at 6%; with 50% employer match about $248,471 at 4% or $165,647 at 6%; with 100% employer match about $186,353 at 4% or $124,235 at 6%.
2014145$4,354,685$658,466$14,633iApproximate average salary by contribution assumption: employee only about $365,814 at 4% or $243,876 at 6%; with 50% employer match about $243,876 at 4% or $162,584 at 6%; with 100% employer match about $182,907 at 4% or $121,938 at 6%.
Destination Wealth Management Inc. 401(K) Plan-45$4,354,685$658,466$14,633iApproximate average salary by contribution assumption: employee only about $365,814 at 4% or $243,876 at 6%; with 50% employer match about $243,876 at 4% or $162,584 at 6%; with 100% employer match about $182,907 at 4% or $121,938 at 6%.
2013143$3,660,068$535,794$12,460iApproximate average salary by contribution assumption: employee only about $311,508 at 4% or $207,672 at 6%; with 50% employer match about $207,672 at 4% or $138,448 at 6%; with 100% employer match about $155,754 at 4% or $103,836 at 6%.
Destination Wealth Management Inc. 401(K) Plan-43$3,660,068$535,794$12,460iApproximate average salary by contribution assumption: employee only about $311,508 at 4% or $207,672 at 6%; with 50% employer match about $207,672 at 4% or $138,448 at 6%; with 100% employer match about $155,754 at 4% or $103,836 at 6%.
2012138$2,529,447$465,738$12,256iApproximate average salary by contribution assumption: employee only about $306,407 at 4% or $204,271 at 6%; with 50% employer match about $204,271 at 4% or $136,181 at 6%; with 100% employer match about $153,203 at 4% or $102,136 at 6%.
Destination Wealth Management Inc. 401(K) Plan-38$2,529,447$465,738$12,256iApproximate average salary by contribution assumption: employee only about $306,407 at 4% or $204,271 at 6%; with 50% employer match about $204,271 at 4% or $136,181 at 6%; with 100% employer match about $153,203 at 4% or $102,136 at 6%.
2011137$2,036,151$367,106$9,922iApproximate average salary by contribution assumption: employee only about $248,045 at 4% or $165,363 at 6%; with 50% employer match about $165,363 at 4% or $110,242 at 6%; with 100% employer match about $124,022 at 4% or $82,682 at 6%.
Destination Wealth Management Inc. 401(K) Plan-37$2,036,151$367,106$9,922iApproximate average salary by contribution assumption: employee only about $248,045 at 4% or $165,363 at 6%; with 50% employer match about $165,363 at 4% or $110,242 at 6%; with 100% employer match about $124,022 at 4% or $82,682 at 6%.
2010128$1,843,224$361,225$12,901iApproximate average salary by contribution assumption: employee only about $322,522 at 4% or $215,015 at 6%; with 50% employer match about $215,015 at 4% or $143,343 at 6%; with 100% employer match about $161,261 at 4% or $107,507 at 6%.
Destination Wealth Management Inc. 401(K) Plan-28$1,843,224$361,225$12,901iApproximate average salary by contribution assumption: employee only about $322,522 at 4% or $215,015 at 6%; with 50% employer match about $215,015 at 4% or $143,343 at 6%; with 100% employer match about $161,261 at 4% or $107,507 at 6%.
2009130$1,509,012$353,341$11,778iApproximate average salary by contribution assumption: employee only about $294,451 at 4% or $196,301 at 6%; with 50% employer match about $196,301 at 4% or $130,867 at 6%; with 100% employer match about $147,225 at 4% or $98,150 at 6%.
Destination Wealth Management Inc. 401(K) Plan-30$1,509,012$353,341$11,778iApproximate average salary by contribution assumption: employee only about $294,451 at 4% or $196,301 at 6%; with 50% employer match about $196,301 at 4% or $130,867 at 6%; with 100% employer match about $147,225 at 4% or $98,150 at 6%.
2008135$951,759$295,906$8,454iApproximate average salary by contribution assumption: employee only about $211,361 at 4% or $140,908 at 6%; with 50% employer match about $140,908 at 4% or $93,938 at 6%; with 100% employer match about $105,681 at 4% or $70,454 at 6%.
Destination Wealth Management Inc. 401(K) Plan-35$951,759$295,906$8,454iApproximate average salary by contribution assumption: employee only about $211,361 at 4% or $140,908 at 6%; with 50% employer match about $140,908 at 4% or $93,938 at 6%; with 100% employer match about $105,681 at 4% or $70,454 at 6%.
2007132$1,263,646$323,765$10,118iApproximate average salary by contribution assumption: employee only about $252,941 at 4% or $168,628 at 6%; with 50% employer match about $168,628 at 4% or $112,418 at 6%; with 100% employer match about $126,471 at 4% or $84,314 at 6%.
Destination Wealth Management Inc. 401(K) Plan-32$1,263,646$323,765$10,118iApproximate average salary by contribution assumption: employee only about $252,941 at 4% or $168,628 at 6%; with 50% employer match about $168,628 at 4% or $112,418 at 6%; with 100% employer match about $126,471 at 4% or $84,314 at 6%.
2006131$1,031,036$316,283$10,203iApproximate average salary by contribution assumption: employee only about $255,067 at 4% or $170,045 at 6%; with 50% employer match about $170,045 at 4% or $113,363 at 6%; with 100% employer match about $127,533 at 4% or $85,022 at 6%.
Destination Wealth Management Inc. 401(K) Plan-31$1,031,036$316,283$10,203iApproximate average salary by contribution assumption: employee only about $255,067 at 4% or $170,045 at 6%; with 50% employer match about $170,045 at 4% or $113,363 at 6%; with 100% employer match about $127,533 at 4% or $85,022 at 6%.
2005130$792,240$265,377$8,846iApproximate average salary by contribution assumption: employee only about $221,148 at 4% or $147,432 at 6%; with 50% employer match about $147,432 at 4% or $98,288 at 6%; with 100% employer match about $110,574 at 4% or $73,716 at 6%.
Destination Wealth Management Inc. 401(K) Plan-30$792,240$265,377$8,846iApproximate average salary by contribution assumption: employee only about $221,148 at 4% or $147,432 at 6%; with 50% employer match about $147,432 at 4% or $98,288 at 6%; with 100% employer match about $110,574 at 4% or $73,716 at 6%.
2004120$530,246$201,683$10,084iApproximate average salary by contribution assumption: employee only about $252,104 at 4% or $168,069 at 6%; with 50% employer match about $168,069 at 4% or $112,046 at 6%; with 100% employer match about $126,052 at 4% or $84,035 at 6%.
Destination Wealth Management Inc. 401(K) Plan-20$530,246$201,683$10,084iApproximate average salary by contribution assumption: employee only about $252,104 at 4% or $168,069 at 6%; with 50% employer match about $168,069 at 4% or $112,046 at 6%; with 100% employer match about $126,052 at 4% or $84,035 at 6%.