Civic Intelligence

Witten Advisors L.L.C

Plan context: WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN

EIN 75-2969206 • Dallas, TX • 40 filings • 5 plans

8235 Douglas Ave Ste 1330Dallas, TX 75225-6015
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,302,252

2024 Contributions

$105,000

Historical Graphs

Total Assets Over Time

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

$7,681,059$3,840,530$0200520152024YearValue
$1,302,252Latest year 2024

Participants Over Time

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

420200520152024YearValue
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
202424$1,302,252$0-
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,302,252$0-
Witten Advisors LLC Defined Benefit Plan-0$0$0-
202324$6,118,255$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$4,227,898$0-
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,890,357$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
202224$5,702,856$215,406$53,852iApproximate average salary by contribution assumption: employee only about $1,346,288 at 4% or $897,525 at 6%; with 50% employer match about $897,525 at 4% or $598,350 at 6%; with 100% employer match about $673,144 at 4% or $448,763 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$4,130,717$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,572,139$90,406$22,602iApproximate average salary by contribution assumption: employee only about $565,038 at 4% or $376,692 at 6%; with 50% employer match about $376,692 at 4% or $251,128 at 6%; with 100% employer match about $282,519 at 4% or $188,346 at 6%.
202124$6,083,810$242,670$60,668iApproximate average salary by contribution assumption: employee only about $1,516,688 at 4% or $1,011,125 at 6%; with 50% employer match about $1,011,125 at 4% or $674,083 at 6%; with 100% employer match about $758,344 at 4% or $505,563 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$4,207,511$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,876,299$92,670$23,168iApproximate average salary by contribution assumption: employee only about $579,188 at 4% or $386,125 at 6%; with 50% employer match about $386,125 at 4% or $257,417 at 6%; with 100% employer match about $289,594 at 4% or $193,063 at 6%.
202024$7,681,059$190,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$6,057,001$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,624,058$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201924$7,337,065$487,248$121,812iApproximate average salary by contribution assumption: employee only about $3,045,300 at 4% or $2,030,200 at 6%; with 50% employer match about $2,030,200 at 4% or $1,353,467 at 6%; with 100% employer match about $1,522,650 at 4% or $1,015,100 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$5,930,261$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,406,804$87,248$21,812iApproximate average salary by contribution assumption: employee only about $545,300 at 4% or $363,533 at 6%; with 50% employer match about $363,533 at 4% or $242,356 at 6%; with 100% employer match about $272,650 at 4% or $181,767 at 6%.
201824$6,482,801$403,408$100,852iApproximate average salary by contribution assumption: employee only about $2,521,300 at 4% or $1,680,867 at 6%; with 50% employer match about $1,680,867 at 4% or $1,120,578 at 6%; with 100% employer match about $1,260,650 at 4% or $840,433 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$5,414,355$320,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,068,446$83,408$20,852iApproximate average salary by contribution assumption: employee only about $521,300 at 4% or $347,533 at 6%; with 50% employer match about $347,533 at 4% or $231,689 at 6%; with 100% employer match about $260,650 at 4% or $173,767 at 6%.
201724$6,063,382$641,223$160,306iApproximate average salary by contribution assumption: employee only about $4,007,644 at 4% or $2,671,763 at 6%; with 50% employer match about $2,671,763 at 4% or $1,781,175 at 6%; with 100% employer match about $2,003,822 at 4% or $1,335,881 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$5,005,374$558,000$139,500iApproximate average salary by contribution assumption: employee only about $3,487,500 at 4% or $2,325,000 at 6%; with 50% employer match about $2,325,000 at 4% or $1,550,000 at 6%; with 100% employer match about $1,743,750 at 4% or $1,162,500 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$1,058,008$83,223$20,806iApproximate average salary by contribution assumption: employee only about $520,144 at 4% or $346,763 at 6%; with 50% employer match about $346,763 at 4% or $231,175 at 6%; with 100% employer match about $260,072 at 4% or $173,381 at 6%.
201624$5,284,675$883,444$220,861iApproximate average salary by contribution assumption: employee only about $5,521,525 at 4% or $3,681,017 at 6%; with 50% employer match about $3,681,017 at 4% or $2,454,011 at 6%; with 100% employer match about $2,760,763 at 4% or $1,840,508 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$4,411,514$800,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$873,161$83,444$20,861iApproximate average salary by contribution assumption: employee only about $521,525 at 4% or $347,683 at 6%; with 50% employer match about $347,683 at 4% or $231,789 at 6%; with 100% employer match about $260,763 at 4% or $173,842 at 6%.
201524$4,360,479$884,000$221,000iApproximate average salary by contribution assumption: employee only about $5,525,000 at 4% or $3,683,333 at 6%; with 50% employer match about $3,683,333 at 4% or $2,455,556 at 6%; with 100% employer match about $2,762,500 at 4% or $1,841,667 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$3,597,718$800,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$762,761$84,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201424$3,461,977$673,784$168,446iApproximate average salary by contribution assumption: employee only about $4,211,150 at 4% or $2,807,433 at 6%; with 50% employer match about $2,807,433 at 4% or $1,871,622 at 6%; with 100% employer match about $2,105,575 at 4% or $1,403,717 at 6%.
Witten Advisors LLC Defined Benefit Plan-4$2,796,337$609,000$152,250iApproximate average salary by contribution assumption: employee only about $3,806,250 at 4% or $2,537,500 at 6%; with 50% employer match about $2,537,500 at 4% or $1,691,667 at 6%; with 100% employer match about $1,903,125 at 4% or $1,268,750 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-4$665,640$64,784$16,196iApproximate average salary by contribution assumption: employee only about $404,900 at 4% or $269,933 at 6%; with 50% employer match about $269,933 at 4% or $179,956 at 6%; with 100% employer match about $202,450 at 4% or $134,967 at 6%.
201323$2,645,285$451,491$150,497iApproximate average salary by contribution assumption: employee only about $3,762,425 at 4% or $2,508,283 at 6%; with 50% employer match about $2,508,283 at 4% or $1,672,189 at 6%; with 100% employer match about $1,881,213 at 4% or $1,254,142 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$2,129,165$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-3$516,120$51,491$17,164iApproximate average salary by contribution assumption: employee only about $429,092 at 4% or $286,061 at 6%; with 50% employer match about $286,061 at 4% or $190,707 at 6%; with 100% employer match about $214,546 at 4% or $143,031 at 6%.
201223$1,897,079$368,554$122,851iApproximate average salary by contribution assumption: employee only about $3,071,283 at 4% or $2,047,522 at 6%; with 50% employer match about $2,047,522 at 4% or $1,365,015 at 6%; with 100% employer match about $1,535,642 at 4% or $1,023,761 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$1,473,264$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-3$423,815$48,554$16,185iApproximate average salary by contribution assumption: employee only about $404,617 at 4% or $269,744 at 6%; with 50% employer match about $269,744 at 4% or $179,830 at 6%; with 100% employer match about $202,308 at 4% or $134,872 at 6%.
201123$1,366,136$248,199$82,733iApproximate average salary by contribution assumption: employee only about $2,068,325 at 4% or $1,378,883 at 6%; with 50% employer match about $1,378,883 at 4% or $919,256 at 6%; with 100% employer match about $1,034,163 at 4% or $689,442 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$1,018,783$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-3$347,353$48,199$16,066iApproximate average salary by contribution assumption: employee only about $401,658 at 4% or $267,772 at 6%; with 50% employer match about $267,772 at 4% or $178,515 at 6%; with 100% employer match about $200,829 at 4% or $133,886 at 6%.
201023$1,129,807$149,664$49,888iApproximate average salary by contribution assumption: employee only about $1,247,200 at 4% or $831,467 at 6%; with 50% employer match about $831,467 at 4% or $554,311 at 6%; with 100% employer match about $623,600 at 4% or $415,733 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$821,834$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-3$307,973$49,664$16,555iApproximate average salary by contribution assumption: employee only about $413,867 at 4% or $275,911 at 6%; with 50% employer match about $275,911 at 4% or $183,941 at 6%; with 100% employer match about $206,933 at 4% or $137,956 at 6%.
200923$863,525$116,154$38,718iApproximate average salary by contribution assumption: employee only about $967,950 at 4% or $645,300 at 6%; with 50% employer match about $645,300 at 4% or $430,200 at 6%; with 100% employer match about $483,975 at 4% or $322,650 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$634,091$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
WITTEN ADVISORS L.L.C 401(K) PROFIT SHARING PLAN-3$229,434$36,154$12,051iApproximate average salary by contribution assumption: employee only about $301,283 at 4% or $200,856 at 6%; with 50% employer match about $200,856 at 4% or $133,904 at 6%; with 100% employer match about $150,642 at 4% or $100,428 at 6%.
200823$151,691$46,325$15,442iApproximate average salary by contribution assumption: employee only about $386,042 at 4% or $257,361 at 6%; with 50% employer match about $257,361 at 4% or $171,574 at 6%; with 100% employer match about $193,021 at 4% or $128,681 at 6%.
WITTEN ADVISORS L.L.C 401K PROFIT SHARING PLAN-3$151,691$46,325$15,442iApproximate average salary by contribution assumption: employee only about $386,042 at 4% or $257,361 at 6%; with 50% employer match about $257,361 at 4% or $171,574 at 6%; with 100% employer match about $193,021 at 4% or $128,681 at 6%.
Witten Advisors LLC Defined Benefit Plan-3---
200723$508,982$169,701$56,567iApproximate average salary by contribution assumption: employee only about $1,414,175 at 4% or $942,783 at 6%; with 50% employer match about $942,783 at 4% or $628,522 at 6%; with 100% employer match about $707,088 at 4% or $471,392 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$353,242$123,444$41,148iApproximate average salary by contribution assumption: employee only about $1,028,700 at 4% or $685,800 at 6%; with 50% employer match about $685,800 at 4% or $457,200 at 6%; with 100% employer match about $514,350 at 4% or $342,900 at 6%.
WITTEN ADVISORS L.L.C 401K PROFIT SHARING PLAN-3$155,740$46,257$15,419iApproximate average salary by contribution assumption: employee only about $385,475 at 4% or $256,983 at 6%; with 50% employer match about $256,983 at 4% or $171,322 at 6%; with 100% employer match about $192,738 at 4% or $128,492 at 6%.
200623$317,100$155,801$51,934iApproximate average salary by contribution assumption: employee only about $1,298,342 at 4% or $865,561 at 6%; with 50% employer match about $865,561 at 4% or $577,041 at 6%; with 100% employer match about $649,171 at 4% or $432,781 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$214,807$100,801$33,600iApproximate average salary by contribution assumption: employee only about $840,008 at 4% or $560,006 at 6%; with 50% employer match about $560,006 at 4% or $373,337 at 6%; with 100% employer match about $420,004 at 4% or $280,003 at 6%.
WITTEN ADVISORS L.L.C 401K PROFIT SHARING PLAN-3$102,293$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
200523$143,995$143,104$47,701iApproximate average salary by contribution assumption: employee only about $1,192,533 at 4% or $795,022 at 6%; with 50% employer match about $795,022 at 4% or $530,015 at 6%; with 100% employer match about $596,267 at 4% or $397,511 at 6%.
Witten Advisors LLC Defined Benefit Plan-3$102,852$101,961$33,987iApproximate average salary by contribution assumption: employee only about $849,675 at 4% or $566,450 at 6%; with 50% employer match about $566,450 at 4% or $377,633 at 6%; with 100% employer match about $424,838 at 4% or $283,225 at 6%.
WITTEN ADVISORS L.L.C 401K PROFIT SHARING PLAN-3$41,143$41,143$13,714iApproximate average salary by contribution assumption: employee only about $342,858 at 4% or $228,572 at 6%; with 50% employer match about $228,572 at 4% or $152,381 at 6%; with 100% employer match about $171,429 at 4% or $114,286 at 6%.