Civic Intelligence

AZIMUTH WEALTH MANAGEMENT, INC

Plan context: AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN

EIN 80-0694425 • Winter Park, CO • 6 filings • 1 plans

79050 US Highway 40Unit 204Winter Park, CO 80482
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$317,972

2025 Contributions

$27,589

Historical Graphs

Total Assets Over Time

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

$317,972$158,986$0202020232025YearValue
$317,972Latest year 2025

Participants Over Time

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

320202020232025YearValue
3Latest 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
202513$317,972$27,589$9,196iApproximate average salary by contribution assumption: employee only about $229,908 at 4% or $153,272 at 6%; with 50% employer match about $153,272 at 4% or $102,181 at 6%; with 100% employer match about $114,954 at 4% or $76,636 at 6%.
AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN-3$317,972$27,589$9,196iApproximate average salary by contribution assumption: employee only about $229,908 at 4% or $153,272 at 6%; with 50% employer match about $153,272 at 4% or $102,181 at 6%; with 100% employer match about $114,954 at 4% or $76,636 at 6%.
202413$245,751$83,466$27,822iApproximate average salary by contribution assumption: employee only about $695,550 at 4% or $463,700 at 6%; with 50% employer match about $463,700 at 4% or $309,133 at 6%; with 100% employer match about $347,775 at 4% or $231,850 at 6%.
AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN-3$245,751$83,466$27,822iApproximate average salary by contribution assumption: employee only about $695,550 at 4% or $463,700 at 6%; with 50% employer match about $463,700 at 4% or $309,133 at 6%; with 100% employer match about $347,775 at 4% or $231,850 at 6%.
202313$139,328$43,664$14,555iApproximate average salary by contribution assumption: employee only about $363,867 at 4% or $242,578 at 6%; with 50% employer match about $242,578 at 4% or $161,719 at 6%; with 100% employer match about $181,933 at 4% or $121,289 at 6%.
AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN-3$139,328$43,664$14,555iApproximate average salary by contribution assumption: employee only about $363,867 at 4% or $242,578 at 6%; with 50% employer match about $242,578 at 4% or $161,719 at 6%; with 100% employer match about $181,933 at 4% or $121,289 at 6%.
202213$76,191$41,275$13,758iApproximate average salary by contribution assumption: employee only about $343,958 at 4% or $229,306 at 6%; with 50% employer match about $229,306 at 4% or $152,870 at 6%; with 100% employer match about $171,979 at 4% or $114,653 at 6%.
AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN-3$76,191$41,275$13,758iApproximate average salary by contribution assumption: employee only about $343,958 at 4% or $229,306 at 6%; with 50% employer match about $229,306 at 4% or $152,870 at 6%; with 100% employer match about $171,979 at 4% or $114,653 at 6%.
202112$48,157$9,802$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN-2$48,157$9,802$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
202012$32,429$31,253$15,627iApproximate average salary by contribution assumption: employee only about $390,663 at 4% or $260,442 at 6%; with 50% employer match about $260,442 at 4% or $173,628 at 6%; with 100% employer match about $195,331 at 4% or $130,221 at 6%.
AZIMUTH WEALTH MANAGEMENT, INC 401(K) PLAN-2$32,429$31,253$15,627iApproximate average salary by contribution assumption: employee only about $390,663 at 4% or $260,442 at 6%; with 50% employer match about $260,442 at 4% or $173,628 at 6%; with 100% employer match about $195,331 at 4% or $130,221 at 6%.