Civic Intelligence

Longview Wealth Management Inc.

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

EIN 58-1432011 • 11 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$7,381,800

2025 Contributions

$484,133

Historical Graphs

Total Assets Over Time

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

$7,381,800$3,690,900$0201520202025YearValue
$7,381,800Latest year 2025

Participants Over Time

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

26130201520202025YearValue
23Latest 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
2025123$7,381,800$484,133$21,049iApproximate average salary by contribution assumption: employee only about $526,232 at 4% or $350,821 at 6%; with 50% employer match about $350,821 at 4% or $233,881 at 6%; with 100% employer match about $263,116 at 4% or $175,411 at 6%.
Longview Wealth Management Inc. 401(K) Plan-23$7,381,800$484,133$21,049iApproximate average salary by contribution assumption: employee only about $526,232 at 4% or $350,821 at 6%; with 50% employer match about $350,821 at 4% or $233,881 at 6%; with 100% employer match about $263,116 at 4% or $175,411 at 6%.
2024124$6,311,185$472,095$19,671iApproximate average salary by contribution assumption: employee only about $491,766 at 4% or $327,844 at 6%; with 50% employer match about $327,844 at 4% or $218,563 at 6%; with 100% employer match about $245,883 at 4% or $163,922 at 6%.
Longview Wealth Management Inc. 401(K) Plan-24$6,311,185$472,095$19,671iApproximate average salary by contribution assumption: employee only about $491,766 at 4% or $327,844 at 6%; with 50% employer match about $327,844 at 4% or $218,563 at 6%; with 100% employer match about $245,883 at 4% or $163,922 at 6%.
2023124$5,340,374$421,644$17,569iApproximate average salary by contribution assumption: employee only about $439,213 at 4% or $292,808 at 6%; with 50% employer match about $292,808 at 4% or $195,206 at 6%; with 100% employer match about $219,606 at 4% or $146,404 at 6%.
Longview Wealth Management Inc. 401(K) Plan-24$5,340,374$421,644$17,569iApproximate average salary by contribution assumption: employee only about $439,213 at 4% or $292,808 at 6%; with 50% employer match about $292,808 at 4% or $195,206 at 6%; with 100% employer match about $219,606 at 4% or $146,404 at 6%.
2022126$4,907,519$409,622$15,755iApproximate average salary by contribution assumption: employee only about $393,867 at 4% or $262,578 at 6%; with 50% employer match about $262,578 at 4% or $175,052 at 6%; with 100% employer match about $196,934 at 4% or $131,289 at 6%.
Longview Wealth Management Inc. 401(K) Plan-26$4,907,519$409,622$15,755iApproximate average salary by contribution assumption: employee only about $393,867 at 4% or $262,578 at 6%; with 50% employer match about $262,578 at 4% or $175,052 at 6%; with 100% employer match about $196,934 at 4% or $131,289 at 6%.
2021123$5,960,591$306,157$13,311iApproximate average salary by contribution assumption: employee only about $332,779 at 4% or $221,853 at 6%; with 50% employer match about $221,853 at 4% or $147,902 at 6%; with 100% employer match about $166,390 at 4% or $110,926 at 6%.
Longview Wealth Management Inc. 401(K) Plan-23$5,960,591$306,157$13,311iApproximate average salary by contribution assumption: employee only about $332,779 at 4% or $221,853 at 6%; with 50% employer match about $221,853 at 4% or $147,902 at 6%; with 100% employer match about $166,390 at 4% or $110,926 at 6%.
2020126$4,897,666$303,601$11,677iApproximate average salary by contribution assumption: employee only about $291,924 at 4% or $194,616 at 6%; with 50% employer match about $194,616 at 4% or $129,744 at 6%; with 100% employer match about $145,962 at 4% or $97,308 at 6%.
Longview Wealth Management Inc. 401(K) Plan-26$4,897,666$303,601$11,677iApproximate average salary by contribution assumption: employee only about $291,924 at 4% or $194,616 at 6%; with 50% employer match about $194,616 at 4% or $129,744 at 6%; with 100% employer match about $145,962 at 4% or $97,308 at 6%.
2019126$4,325,143$291,613$11,216iApproximate average salary by contribution assumption: employee only about $280,397 at 4% or $186,931 at 6%; with 50% employer match about $186,931 at 4% or $124,621 at 6%; with 100% employer match about $140,199 at 4% or $93,466 at 6%.
Longview Wealth Management Inc. 401(K) Plan-26$4,325,143$291,613$11,216iApproximate average salary by contribution assumption: employee only about $280,397 at 4% or $186,931 at 6%; with 50% employer match about $186,931 at 4% or $124,621 at 6%; with 100% employer match about $140,199 at 4% or $93,466 at 6%.
2018123$3,241,996$331,711$14,422iApproximate average salary by contribution assumption: employee only about $360,555 at 4% or $240,370 at 6%; with 50% employer match about $240,370 at 4% or $160,247 at 6%; with 100% employer match about $180,278 at 4% or $120,185 at 6%.
Longview Wealth Management Inc. 401(K) Plan-23$3,241,996$331,711$14,422iApproximate average salary by contribution assumption: employee only about $360,555 at 4% or $240,370 at 6%; with 50% employer match about $240,370 at 4% or $160,247 at 6%; with 100% employer match about $180,278 at 4% or $120,185 at 6%.
2017125$3,207,207$222,251$8,890iApproximate average salary by contribution assumption: employee only about $222,251 at 4% or $148,167 at 6%; with 50% employer match about $148,167 at 4% or $98,778 at 6%; with 100% employer match about $111,126 at 4% or $74,084 at 6%.
Longview Wealth Management Inc. 401(K) Plan-25$3,207,207$222,251$8,890iApproximate average salary by contribution assumption: employee only about $222,251 at 4% or $148,167 at 6%; with 50% employer match about $148,167 at 4% or $98,778 at 6%; with 100% employer match about $111,126 at 4% or $74,084 at 6%.
2016119$2,468,939$215,420$11,338iApproximate average salary by contribution assumption: employee only about $283,447 at 4% or $188,965 at 6%; with 50% employer match about $188,965 at 4% or $125,977 at 6%; with 100% employer match about $141,724 at 4% or $94,482 at 6%.
Longview Wealth Management Inc. 401(K) Plan-19$2,468,939$215,420$11,338iApproximate average salary by contribution assumption: employee only about $283,447 at 4% or $188,965 at 6%; with 50% employer match about $188,965 at 4% or $125,977 at 6%; with 100% employer match about $141,724 at 4% or $94,482 at 6%.
2015119$2,046,281$2,093,145$110,166iApproximate average salary by contribution assumption: employee only about $2,754,138 at 4% or $1,836,092 at 6%; with 50% employer match about $1,836,092 at 4% or $1,224,061 at 6%; with 100% employer match about $1,377,069 at 4% or $918,046 at 6%.
Longview Wealth Management Inc. 401(K) Plan-19$2,046,281$2,093,145$110,166iApproximate average salary by contribution assumption: employee only about $2,754,138 at 4% or $1,836,092 at 6%; with 50% employer match about $1,836,092 at 4% or $1,224,061 at 6%; with 100% employer match about $1,377,069 at 4% or $918,046 at 6%.