Civic Intelligence

Renaissance Wealth Management

Plan context: Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust

EIN 56-2516214 • Riverside, CA • 9 filings • 2 plans

5029 LA Mart Dr Ste FRiverside, CA 92507-5978
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,563,193

2025 Contributions

$98,849

Historical Graphs

Total Assets Over Time

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

$1,563,193$781,597$0201720212025YearValue
$1,563,193Latest year 2025

Participants Over Time

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

740201720212025YearValue
7Latest 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
202517$1,563,193$98,849$14,121iApproximate average salary by contribution assumption: employee only about $353,032 at 4% or $235,355 at 6%; with 50% employer match about $235,355 at 4% or $156,903 at 6%; with 100% employer match about $176,516 at 4% or $117,677 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$1,563,193$98,849$14,121iApproximate average salary by contribution assumption: employee only about $353,032 at 4% or $235,355 at 6%; with 50% employer match about $235,355 at 4% or $156,903 at 6%; with 100% employer match about $176,516 at 4% or $117,677 at 6%.
202417$1,240,319$104,687$14,955iApproximate average salary by contribution assumption: employee only about $373,882 at 4% or $249,255 at 6%; with 50% employer match about $249,255 at 4% or $166,170 at 6%; with 100% employer match about $186,941 at 4% or $124,627 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$1,240,319$104,687$14,955iApproximate average salary by contribution assumption: employee only about $373,882 at 4% or $249,255 at 6%; with 50% employer match about $249,255 at 4% or $166,170 at 6%; with 100% employer match about $186,941 at 4% or $124,627 at 6%.
202316$903,850$82,098$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-6$903,850$82,098$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
202217$768,303$77,093$11,013iApproximate average salary by contribution assumption: employee only about $275,332 at 4% or $183,555 at 6%; with 50% employer match about $183,555 at 4% or $122,370 at 6%; with 100% employer match about $137,666 at 4% or $91,777 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$768,303$77,093$11,013iApproximate average salary by contribution assumption: employee only about $275,332 at 4% or $183,555 at 6%; with 50% employer match about $183,555 at 4% or $122,370 at 6%; with 100% employer match about $137,666 at 4% or $91,777 at 6%.
202117$833,033$93,632$13,376iApproximate average salary by contribution assumption: employee only about $334,400 at 4% or $222,933 at 6%; with 50% employer match about $222,933 at 4% or $148,622 at 6%; with 100% employer match about $167,200 at 4% or $111,467 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$833,033$93,632$13,376iApproximate average salary by contribution assumption: employee only about $334,400 at 4% or $222,933 at 6%; with 50% employer match about $222,933 at 4% or $148,622 at 6%; with 100% employer match about $167,200 at 4% or $111,467 at 6%.
202017$616,049$83,773$11,968iApproximate average salary by contribution assumption: employee only about $299,189 at 4% or $199,460 at 6%; with 50% employer match about $199,460 at 4% or $132,973 at 6%; with 100% employer match about $149,595 at 4% or $99,730 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$616,049$83,773$11,968iApproximate average salary by contribution assumption: employee only about $299,189 at 4% or $199,460 at 6%; with 50% employer match about $199,460 at 4% or $132,973 at 6%; with 100% employer match about $149,595 at 4% or $99,730 at 6%.
201916$406,349$55,039$9,173iApproximate average salary by contribution assumption: employee only about $229,329 at 4% or $152,886 at 6%; with 50% employer match about $152,886 at 4% or $101,924 at 6%; with 100% employer match about $114,665 at 4% or $76,443 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-6$406,349$55,039$9,173iApproximate average salary by contribution assumption: employee only about $229,329 at 4% or $152,886 at 6%; with 50% employer match about $152,886 at 4% or $101,924 at 6%; with 100% employer match about $114,665 at 4% or $76,443 at 6%.
201817$303,793$76,505$10,929iApproximate average salary by contribution assumption: employee only about $273,232 at 4% or $182,155 at 6%; with 50% employer match about $182,155 at 4% or $121,437 at 6%; with 100% employer match about $136,616 at 4% or $91,077 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$303,793$76,505$10,929iApproximate average salary by contribution assumption: employee only about $273,232 at 4% or $182,155 at 6%; with 50% employer match about $182,155 at 4% or $121,437 at 6%; with 100% employer match about $136,616 at 4% or $91,077 at 6%.
201717$248,493$219,540$31,363iApproximate average salary by contribution assumption: employee only about $784,071 at 4% or $522,714 at 6%; with 50% employer match about $522,714 at 4% or $348,476 at 6%; with 100% employer match about $392,036 at 4% or $261,357 at 6%.
Renaissance Wealth Management 401(K) Profit Sharing Plan & Trust-7$248,493$219,540$31,363iApproximate average salary by contribution assumption: employee only about $784,071 at 4% or $522,714 at 6%; with 50% employer match about $522,714 at 4% or $348,476 at 6%; with 100% employer match about $392,036 at 4% or $261,357 at 6%.