Civic Intelligence

Wealth Design LLC

Plan context: Wealth Design LLC 401(K) Plan

EIN 77-0576994 • San Jose, CA • 10 filings • 1 plans

50 W San Fernando StSte 405San Jose, CA 95113
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,175,724

2020 Contributions

$16,623

Historical Graphs

Total Assets Over Time

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

$1,175,724$587,862$0201120152019YearValue
$1,175,724Latest year 2019

Participants Over Time

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

530201120152019YearValue
2Latest year 2019

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
202010$0$16,623-
Wealth Design LLC 401(K) Plan-0$0$16,623-
201912$1,175,724$60,042$30,021iApproximate average salary by contribution assumption: employee only about $750,525 at 4% or $500,350 at 6%; with 50% employer match about $500,350 at 4% or $333,567 at 6%; with 100% employer match about $375,263 at 4% or $250,175 at 6%.
Wealth Design LLC 401(K) Plan-2$1,175,724$60,042$30,021iApproximate average salary by contribution assumption: employee only about $750,525 at 4% or $500,350 at 6%; with 50% employer match about $500,350 at 4% or $333,567 at 6%; with 100% employer match about $375,263 at 4% or $250,175 at 6%.
201812$938,145$61,512$30,756iApproximate average salary by contribution assumption: employee only about $768,900 at 4% or $512,600 at 6%; with 50% employer match about $512,600 at 4% or $341,733 at 6%; with 100% employer match about $384,450 at 4% or $256,300 at 6%.
Wealth Design LLC 401(K) Plan-2$938,145$61,512$30,756iApproximate average salary by contribution assumption: employee only about $768,900 at 4% or $512,600 at 6%; with 50% employer match about $512,600 at 4% or $341,733 at 6%; with 100% employer match about $384,450 at 4% or $256,300 at 6%.
201712$991,231$61,890$30,945iApproximate average salary by contribution assumption: employee only about $773,625 at 4% or $515,750 at 6%; with 50% employer match about $515,750 at 4% or $343,833 at 6%; with 100% employer match about $386,813 at 4% or $257,875 at 6%.
Wealth Design LLC 401(K) Plan-2$991,231$61,890$30,945iApproximate average salary by contribution assumption: employee only about $773,625 at 4% or $515,750 at 6%; with 50% employer match about $515,750 at 4% or $343,833 at 6%; with 100% employer match about $386,813 at 4% or $257,875 at 6%.
201613$826,770$60,180$20,060iApproximate average salary by contribution assumption: employee only about $501,500 at 4% or $334,333 at 6%; with 50% employer match about $334,333 at 4% or $222,889 at 6%; with 100% employer match about $250,750 at 4% or $167,167 at 6%.
Wealth Design LLC 401(K) Plan-3$826,770$60,180$20,060iApproximate average salary by contribution assumption: employee only about $501,500 at 4% or $334,333 at 6%; with 50% employer match about $334,333 at 4% or $222,889 at 6%; with 100% employer match about $250,750 at 4% or $167,167 at 6%.
201513$656,805$88,276$29,425iApproximate average salary by contribution assumption: employee only about $735,633 at 4% or $490,422 at 6%; with 50% employer match about $490,422 at 4% or $326,948 at 6%; with 100% employer match about $367,817 at 4% or $245,211 at 6%.
Wealth Design LLC 401(K) Plan-3$656,805$88,276$29,425iApproximate average salary by contribution assumption: employee only about $735,633 at 4% or $490,422 at 6%; with 50% employer match about $490,422 at 4% or $326,948 at 6%; with 100% employer match about $367,817 at 4% or $245,211 at 6%.
201415$688,277$102,232$20,446iApproximate average salary by contribution assumption: employee only about $511,160 at 4% or $340,773 at 6%; with 50% employer match about $340,773 at 4% or $227,182 at 6%; with 100% employer match about $255,580 at 4% or $170,387 at 6%.
Wealth Design LLC 401(K) Plan-5$688,277$102,232$20,446iApproximate average salary by contribution assumption: employee only about $511,160 at 4% or $340,773 at 6%; with 50% employer match about $340,773 at 4% or $227,182 at 6%; with 100% employer match about $255,580 at 4% or $170,387 at 6%.
201315$574,633$95,007$19,001iApproximate average salary by contribution assumption: employee only about $475,035 at 4% or $316,690 at 6%; with 50% employer match about $316,690 at 4% or $211,127 at 6%; with 100% employer match about $237,518 at 4% or $158,345 at 6%.
Wealth Design LLC 401(K) Plan-5$574,633$95,007$19,001iApproximate average salary by contribution assumption: employee only about $475,035 at 4% or $316,690 at 6%; with 50% employer match about $316,690 at 4% or $211,127 at 6%; with 100% employer match about $237,518 at 4% or $158,345 at 6%.
201212$413,212$41,669$20,835iApproximate average salary by contribution assumption: employee only about $520,863 at 4% or $347,242 at 6%; with 50% employer match about $347,242 at 4% or $231,494 at 6%; with 100% employer match about $260,431 at 4% or $173,621 at 6%.
Wealth Design LLC 401(K) Plan-2$413,212$41,669$20,835iApproximate average salary by contribution assumption: employee only about $520,863 at 4% or $347,242 at 6%; with 50% employer match about $347,242 at 4% or $231,494 at 6%; with 100% employer match about $260,431 at 4% or $173,621 at 6%.
201115$680,204$84,610$16,922iApproximate average salary by contribution assumption: employee only about $423,050 at 4% or $282,033 at 6%; with 50% employer match about $282,033 at 4% or $188,022 at 6%; with 100% employer match about $211,525 at 4% or $141,017 at 6%.
Wealth Design LLC 401(K) Plan-5$680,204$84,610$16,922iApproximate average salary by contribution assumption: employee only about $423,050 at 4% or $282,033 at 6%; with 50% employer match about $282,033 at 4% or $188,022 at 6%; with 100% employer match about $211,525 at 4% or $141,017 at 6%.