Civic Intelligence

Sanchez Wealth Management LLC

Plan context: Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust

EIN 80-0553234 • Reno, NV • 9 filings • 4 plans

9160 Double Diamond ParkwaySuite 100Reno, NV 89521
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$405,894

2024 Contributions

$117,559

Historical Graphs

Total Assets Over Time

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

$405,894$202,947$0201320172024YearValue
$405,894Latest year 2024

Participants Over Time

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

950201320172024YearValue
9Latest 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
202419$405,894$117,559$13,062iApproximate average salary by contribution assumption: employee only about $326,553 at 4% or $217,702 at 6%; with 50% employer match about $217,702 at 4% or $145,135 at 6%; with 100% employer match about $163,276 at 4% or $108,851 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-9$405,894$117,559$13,062iApproximate average salary by contribution assumption: employee only about $326,553 at 4% or $217,702 at 6%; with 50% employer match about $217,702 at 4% or $145,135 at 6%; with 100% employer match about $163,276 at 4% or $108,851 at 6%.
202317$262,391$146,569$20,938iApproximate average salary by contribution assumption: employee only about $523,461 at 4% or $348,974 at 6%; with 50% employer match about $348,974 at 4% or $232,649 at 6%; with 100% employer match about $261,730 at 4% or $174,487 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-7$262,391$146,569$20,938iApproximate average salary by contribution assumption: employee only about $523,461 at 4% or $348,974 at 6%; with 50% employer match about $348,974 at 4% or $232,649 at 6%; with 100% employer match about $261,730 at 4% or $174,487 at 6%.
202218$125,840$109,086$13,636iApproximate average salary by contribution assumption: employee only about $340,894 at 4% or $227,263 at 6%; with 50% employer match about $227,263 at 4% or $151,508 at 6%; with 100% employer match about $170,447 at 4% or $113,631 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-8$125,840$109,086$13,636iApproximate average salary by contribution assumption: employee only about $340,894 at 4% or $227,263 at 6%; with 50% employer match about $227,263 at 4% or $151,508 at 6%; with 100% employer match about $170,447 at 4% or $113,631 at 6%.
202113$29,717$29,372$9,791iApproximate average salary by contribution assumption: employee only about $244,767 at 4% or $163,178 at 6%; with 50% employer match about $163,178 at 4% or $108,785 at 6%; with 100% employer match about $122,383 at 4% or $81,589 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-3$29,717$29,372$9,791iApproximate average salary by contribution assumption: employee only about $244,767 at 4% or $163,178 at 6%; with 50% employer match about $163,178 at 4% or $108,785 at 6%; with 100% employer match about $122,383 at 4% or $81,589 at 6%.
201715$117,080$11,562$2,312iApproximate average salary by contribution assumption: employee only about $57,810 at 4% or $38,540 at 6%; with 50% employer match about $38,540 at 4% or $25,693 at 6%; with 100% employer match about $28,905 at 4% or $19,270 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-5$117,080$11,562$2,312iApproximate average salary by contribution assumption: employee only about $57,810 at 4% or $38,540 at 6%; with 50% employer match about $38,540 at 4% or $25,693 at 6%; with 100% employer match about $28,905 at 4% or $19,270 at 6%.
201614$88,824$77,929$19,482iApproximate average salary by contribution assumption: employee only about $487,056 at 4% or $324,704 at 6%; with 50% employer match about $324,704 at 4% or $216,469 at 6%; with 100% employer match about $243,528 at 4% or $162,352 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-4$88,824$77,929$19,482iApproximate average salary by contribution assumption: employee only about $487,056 at 4% or $324,704 at 6%; with 50% employer match about $324,704 at 4% or $216,469 at 6%; with 100% employer match about $243,528 at 4% or $162,352 at 6%.
201512$9,964$6,085$3,043iApproximate average salary by contribution assumption: employee only about $76,063 at 4% or $50,708 at 6%; with 50% employer match about $50,708 at 4% or $33,806 at 6%; with 100% employer match about $38,031 at 4% or $25,354 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-2$9,964$6,085$3,043iApproximate average salary by contribution assumption: employee only about $76,063 at 4% or $50,708 at 6%; with 50% employer match about $50,708 at 4% or $33,806 at 6%; with 100% employer match about $38,031 at 4% or $25,354 at 6%.
201412$4,071$2,732$1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-2$4,071$2,732$1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%.
201311$1,205$1,171$1,171iApproximate average salary by contribution assumption: employee only about $29,275 at 4% or $19,517 at 6%; with 50% employer match about $19,517 at 4% or $13,011 at 6%; with 100% employer match about $14,638 at 4% or $9,758 at 6%.
Sanchez Wealth Management LLC 401 K Profit Sharing Plan Trust-1$1,205$1,171$1,171iApproximate average salary by contribution assumption: employee only about $29,275 at 4% or $19,517 at 6%; with 50% employer match about $19,517 at 4% or $13,011 at 6%; with 100% employer match about $14,638 at 4% or $9,758 at 6%.