NWM ADVISORS, LLC
Plan context: NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN
EIN 81-2444150 • San Luis Obispo, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$3,920,788
2025 Contributions
$168,467
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $3,920,788 | $168,467 | $33,693iApproximate average salary by contribution assumption: employee only about $842,335 at 4% or $561,557 at 6%; with 50% employer match about $561,557 at 4% or $374,371 at 6%; with 100% employer match about $421,168 at 4% or $280,778 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $3,920,788 | $168,467 | $33,693iApproximate average salary by contribution assumption: employee only about $842,335 at 4% or $561,557 at 6%; with 50% employer match about $561,557 at 4% or $374,371 at 6%; with 100% employer match about $421,168 at 4% or $280,778 at 6%. |
| 2024 | 1 | 5 | $3,322,606 | $157,482 | $31,496iApproximate average salary by contribution assumption: employee only about $787,410 at 4% or $524,940 at 6%; with 50% employer match about $524,940 at 4% or $349,960 at 6%; with 100% employer match about $393,705 at 4% or $262,470 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $3,322,606 | $157,482 | $31,496iApproximate average salary by contribution assumption: employee only about $787,410 at 4% or $524,940 at 6%; with 50% employer match about $524,940 at 4% or $349,960 at 6%; with 100% employer match about $393,705 at 4% or $262,470 at 6%. |
| 2023 | 1 | 5 | $2,568,427 | $148,129 | $29,626iApproximate average salary by contribution assumption: employee only about $740,645 at 4% or $493,763 at 6%; with 50% employer match about $493,763 at 4% or $329,176 at 6%; with 100% employer match about $370,323 at 4% or $246,882 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $2,568,427 | $148,129 | $29,626iApproximate average salary by contribution assumption: employee only about $740,645 at 4% or $493,763 at 6%; with 50% employer match about $493,763 at 4% or $329,176 at 6%; with 100% employer match about $370,323 at 4% or $246,882 at 6%. |
| 2022 | 1 | 6 | $1,883,499 | $142,423 | $23,737iApproximate average salary by contribution assumption: employee only about $593,429 at 4% or $395,619 at 6%; with 50% employer match about $395,619 at 4% or $263,746 at 6%; with 100% employer match about $296,715 at 4% or $197,810 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 6 | $1,883,499 | $142,423 | $23,737iApproximate average salary by contribution assumption: employee only about $593,429 at 4% or $395,619 at 6%; with 50% employer match about $395,619 at 4% or $263,746 at 6%; with 100% employer match about $296,715 at 4% or $197,810 at 6%. |
| 2021 | 1 | 7 | $3,098,059 | $142,775 | $20,396iApproximate average salary by contribution assumption: employee only about $509,911 at 4% or $339,940 at 6%; with 50% employer match about $339,940 at 4% or $226,627 at 6%; with 100% employer match about $254,955 at 4% or $169,970 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 7 | $3,098,059 | $142,775 | $20,396iApproximate average salary by contribution assumption: employee only about $509,911 at 4% or $339,940 at 6%; with 50% employer match about $339,940 at 4% or $226,627 at 6%; with 100% employer match about $254,955 at 4% or $169,970 at 6%. |
| 2020 | 1 | 6 | $2,450,836 | $136,955 | $22,826iApproximate average salary by contribution assumption: employee only about $570,646 at 4% or $380,431 at 6%; with 50% employer match about $380,431 at 4% or $253,620 at 6%; with 100% employer match about $285,323 at 4% or $190,215 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 6 | $2,450,836 | $136,955 | $22,826iApproximate average salary by contribution assumption: employee only about $570,646 at 4% or $380,431 at 6%; with 50% employer match about $380,431 at 4% or $253,620 at 6%; with 100% employer match about $285,323 at 4% or $190,215 at 6%. |
| 2019 | 1 | 5 | $1,909,549 | $136,370 | $27,274iApproximate average salary by contribution assumption: employee only about $681,850 at 4% or $454,567 at 6%; with 50% employer match about $454,567 at 4% or $303,044 at 6%; with 100% employer match about $340,925 at 4% or $227,283 at 6%. |
| NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $1,909,549 | $136,370 | $27,274iApproximate average salary by contribution assumption: employee only about $681,850 at 4% or $454,567 at 6%; with 50% employer match about $454,567 at 4% or $303,044 at 6%; with 100% employer match about $340,925 at 4% or $227,283 at 6%. |