Civic Intelligence

Relevant Wealth Advisors LLC

Plan context: Relevant Wealth Advisors LLC 401(K) Plan

EIN 68-0434424 • Mill Valley, CA • 11 filings • 1 plans

2 Belvedere Place, Suite 350Mill Valley, CA 94941
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,462,437

2024 Contributions

$164,421

Historical Graphs

Total Assets Over Time

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

$1,462,437$731,219$0201420192024YearValue
$1,462,437Latest year 2024

Participants Over Time

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

530201420192024YearValue
4Latest 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
202414$1,462,437$164,421$41,105iApproximate average salary by contribution assumption: employee only about $1,027,631 at 4% or $685,088 at 6%; with 50% employer match about $685,088 at 4% or $456,725 at 6%; with 100% employer match about $513,816 at 4% or $342,544 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-4$1,462,437$164,421$41,105iApproximate average salary by contribution assumption: employee only about $1,027,631 at 4% or $685,088 at 6%; with 50% employer match about $685,088 at 4% or $456,725 at 6%; with 100% employer match about $513,816 at 4% or $342,544 at 6%.
202314$1,065,477$126,144$31,536iApproximate average salary by contribution assumption: employee only about $788,400 at 4% or $525,600 at 6%; with 50% employer match about $525,600 at 4% or $350,400 at 6%; with 100% employer match about $394,200 at 4% or $262,800 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-4$1,065,477$126,144$31,536iApproximate average salary by contribution assumption: employee only about $788,400 at 4% or $525,600 at 6%; with 50% employer match about $525,600 at 4% or $350,400 at 6%; with 100% employer match about $394,200 at 4% or $262,800 at 6%.
202215$739,169$128,284$25,657iApproximate average salary by contribution assumption: employee only about $641,420 at 4% or $427,613 at 6%; with 50% employer match about $427,613 at 4% or $285,076 at 6%; with 100% employer match about $320,710 at 4% or $213,807 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-5$739,169$128,284$25,657iApproximate average salary by contribution assumption: employee only about $641,420 at 4% or $427,613 at 6%; with 50% employer match about $427,613 at 4% or $285,076 at 6%; with 100% employer match about $320,710 at 4% or $213,807 at 6%.
202115$965,441$132,969$26,594iApproximate average salary by contribution assumption: employee only about $664,845 at 4% or $443,230 at 6%; with 50% employer match about $443,230 at 4% or $295,487 at 6%; with 100% employer match about $332,423 at 4% or $221,615 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-5$965,441$132,969$26,594iApproximate average salary by contribution assumption: employee only about $664,845 at 4% or $443,230 at 6%; with 50% employer match about $443,230 at 4% or $295,487 at 6%; with 100% employer match about $332,423 at 4% or $221,615 at 6%.
202014$1,119,574$231,020$57,755iApproximate average salary by contribution assumption: employee only about $1,443,875 at 4% or $962,583 at 6%; with 50% employer match about $962,583 at 4% or $641,722 at 6%; with 100% employer match about $721,938 at 4% or $481,292 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-4$1,119,574$231,020$57,755iApproximate average salary by contribution assumption: employee only about $1,443,875 at 4% or $962,583 at 6%; with 50% employer match about $962,583 at 4% or $641,722 at 6%; with 100% employer match about $721,938 at 4% or $481,292 at 6%.
201914$796,427$69,380$17,345iApproximate average salary by contribution assumption: employee only about $433,625 at 4% or $289,083 at 6%; with 50% employer match about $289,083 at 4% or $192,722 at 6%; with 100% employer match about $216,813 at 4% or $144,542 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-4$796,427$69,380$17,345iApproximate average salary by contribution assumption: employee only about $433,625 at 4% or $289,083 at 6%; with 50% employer match about $289,083 at 4% or $192,722 at 6%; with 100% employer match about $216,813 at 4% or $144,542 at 6%.
201815$630,554$133,625$26,725iApproximate average salary by contribution assumption: employee only about $668,125 at 4% or $445,417 at 6%; with 50% employer match about $445,417 at 4% or $296,944 at 6%; with 100% employer match about $334,063 at 4% or $222,708 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-5$630,554$133,625$26,725iApproximate average salary by contribution assumption: employee only about $668,125 at 4% or $445,417 at 6%; with 50% employer match about $445,417 at 4% or $296,944 at 6%; with 100% employer match about $334,063 at 4% or $222,708 at 6%.
201715$636,644$131,150$26,230iApproximate average salary by contribution assumption: employee only about $655,750 at 4% or $437,167 at 6%; with 50% employer match about $437,167 at 4% or $291,444 at 6%; with 100% employer match about $327,875 at 4% or $218,583 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-5$636,644$131,150$26,230iApproximate average salary by contribution assumption: employee only about $655,750 at 4% or $437,167 at 6%; with 50% employer match about $437,167 at 4% or $291,444 at 6%; with 100% employer match about $327,875 at 4% or $218,583 at 6%.
201614$556,553$135,400$33,850iApproximate average salary by contribution assumption: employee only about $846,250 at 4% or $564,167 at 6%; with 50% employer match about $564,167 at 4% or $376,111 at 6%; with 100% employer match about $423,125 at 4% or $282,083 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-4$556,553$135,400$33,850iApproximate average salary by contribution assumption: employee only about $846,250 at 4% or $564,167 at 6%; with 50% employer match about $564,167 at 4% or $376,111 at 6%; with 100% employer match about $423,125 at 4% or $282,083 at 6%.
201514$400,691$152,976$38,244iApproximate average salary by contribution assumption: employee only about $956,100 at 4% or $637,400 at 6%; with 50% employer match about $637,400 at 4% or $424,933 at 6%; with 100% employer match about $478,050 at 4% or $318,700 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-4$400,691$152,976$38,244iApproximate average salary by contribution assumption: employee only about $956,100 at 4% or $637,400 at 6%; with 50% employer match about $637,400 at 4% or $424,933 at 6%; with 100% employer match about $478,050 at 4% or $318,700 at 6%.
201415$261,767$261,256$52,251iApproximate average salary by contribution assumption: employee only about $1,306,280 at 4% or $870,853 at 6%; with 50% employer match about $870,853 at 4% or $580,569 at 6%; with 100% employer match about $653,140 at 4% or $435,427 at 6%.
Relevant Wealth Advisors LLC 401(K) Plan-5$261,767$261,256$52,251iApproximate average salary by contribution assumption: employee only about $1,306,280 at 4% or $870,853 at 6%; with 50% employer match about $870,853 at 4% or $580,569 at 6%; with 100% employer match about $653,140 at 4% or $435,427 at 6%.