Civic Intelligence

MODERN WEALTH LAW, APLC

Plan context: MODERN WEALTH LAW, APLC 401(K) PROFIT SHARING PLAN

EIN 81-0869563 • Irvine, CA • 2 filings • 1 plans

2600 Michelson DrSte 950Irvine, CA 92612
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$247,038

2025 Contributions

$75,663

Historical Graphs

Total Assets Over Time

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

$247,038$123,519$020242025YearValue
$247,038Latest year 2025

Participants Over Time

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

63020242025YearValue
6Latest 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
202516$247,038$75,663$12,611iApproximate average salary by contribution assumption: employee only about $315,263 at 4% or $210,175 at 6%; with 50% employer match about $210,175 at 4% or $140,117 at 6%; with 100% employer match about $157,631 at 4% or $105,088 at 6%.
MODERN WEALTH LAW, APLC 401(K) PROFIT SHARING PLAN-6$247,038$75,663$12,611iApproximate average salary by contribution assumption: employee only about $315,263 at 4% or $210,175 at 6%; with 50% employer match about $210,175 at 4% or $140,117 at 6%; with 100% employer match about $157,631 at 4% or $105,088 at 6%.
202415$135,077$136,379$27,276iApproximate average salary by contribution assumption: employee only about $681,895 at 4% or $454,597 at 6%; with 50% employer match about $454,597 at 4% or $303,064 at 6%; with 100% employer match about $340,948 at 4% or $227,298 at 6%.
MODERN WEALTH LAW, APLC 401(K) PROFIT SHARING PLAN-5$135,077$136,379$27,276iApproximate average salary by contribution assumption: employee only about $681,895 at 4% or $454,597 at 6%; with 50% employer match about $454,597 at 4% or $303,064 at 6%; with 100% employer match about $340,948 at 4% or $227,298 at 6%.