Civic Intelligence

Ng Wealth Advisors Inc.

Plan context: Ng Wealth Advisors Inc. 401K Plan

EIN 81-4873059 • Orinda, CA • 12 filings • 6 plans

15 Knickerbocker LnOrinda, CA 94563-3717
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$7,641,991

2024 Contributions

$654,368

Historical Graphs

Total Assets Over Time

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

$7,641,991$3,820,996$0201720212024YearValue
$7,641,991Latest year 2024

Participants Over Time

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

740201720212024YearValue
7Latest 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
202417$7,641,991$654,368$93,481iApproximate average salary by contribution assumption: employee only about $2,337,029 at 4% or $1,558,019 at 6%; with 50% employer match about $1,558,019 at 4% or $1,038,679 at 6%; with 100% employer match about $1,168,514 at 4% or $779,010 at 6%.
Ng Wealth Advisors Inc. 401K Plan-7$7,641,991$654,368$93,481iApproximate average salary by contribution assumption: employee only about $2,337,029 at 4% or $1,558,019 at 6%; with 50% employer match about $1,558,019 at 4% or $1,038,679 at 6%; with 100% employer match about $1,168,514 at 4% or $779,010 at 6%.
202315$6,132,022$367,144$73,429iApproximate average salary by contribution assumption: employee only about $1,835,720 at 4% or $1,223,813 at 6%; with 50% employer match about $1,223,813 at 4% or $815,876 at 6%; with 100% employer match about $917,860 at 4% or $611,907 at 6%.
Ng Wealth Advisors Inc. 401K Plan-5$6,132,022$367,144$73,429iApproximate average salary by contribution assumption: employee only about $1,835,720 at 4% or $1,223,813 at 6%; with 50% employer match about $1,223,813 at 4% or $815,876 at 6%; with 100% employer match about $917,860 at 4% or $611,907 at 6%.
202214$4,879,655$540,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
Ng Wealth Advisors Inc. 401K Plan-4$4,879,655$540,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
202113$5,102,822$284,314$94,771iApproximate average salary by contribution assumption: employee only about $2,369,283 at 4% or $1,579,522 at 6%; with 50% employer match about $1,579,522 at 4% or $1,053,015 at 6%; with 100% employer match about $1,184,642 at 4% or $789,761 at 6%.
Ng Wealth Advisors Inc. 401K Plan-3$5,102,822$284,314$94,771iApproximate average salary by contribution assumption: employee only about $2,369,283 at 4% or $1,579,522 at 6%; with 50% employer match about $1,579,522 at 4% or $1,053,015 at 6%; with 100% employer match about $1,184,642 at 4% or $789,761 at 6%.
202023$4,218,979$2,032,131$677,377iApproximate average salary by contribution assumption: employee only about $16,934,425 at 4% or $11,289,617 at 6%; with 50% employer match about $11,289,617 at 4% or $7,526,411 at 6%; with 100% employer match about $8,467,213 at 4% or $5,644,808 at 6%.
Ng Wealth Advisors Inc. 401K Plan-3$4,218,979$2,032,131$677,377iApproximate average salary by contribution assumption: employee only about $16,934,425 at 4% or $11,289,617 at 6%; with 50% employer match about $11,289,617 at 4% or $7,526,411 at 6%; with 100% employer match about $8,467,213 at 4% or $5,644,808 at 6%.
Ng Wealth Advisors Inc. Defined Benefit Pension Plan-0$0$0-
201923$3,721,549$511,604$170,535iApproximate average salary by contribution assumption: employee only about $4,263,367 at 4% or $2,842,244 at 6%; with 50% employer match about $2,842,244 at 4% or $1,894,830 at 6%; with 100% employer match about $2,131,683 at 4% or $1,421,122 at 6%.
Ng Wealth Advisors Inc. 401K Plan-3$1,964,583$61,604$20,535iApproximate average salary by contribution assumption: employee only about $513,367 at 4% or $342,244 at 6%; with 50% employer match about $342,244 at 4% or $228,163 at 6%; with 100% employer match about $256,683 at 4% or $171,122 at 6%.
Ng Wealth Advisors Inc. Defined Benefit Pension Plan-2$1,756,966$450,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
201823$2,789,796$526,683$175,561iApproximate average salary by contribution assumption: employee only about $4,389,025 at 4% or $2,926,017 at 6%; with 50% employer match about $2,926,017 at 4% or $1,950,678 at 6%; with 100% employer match about $2,194,513 at 4% or $1,463,008 at 6%.
Ng Wealth Advisors Inc. 401K Plan-3$1,605,465$106,683$35,561iApproximate average salary by contribution assumption: employee only about $889,025 at 4% or $592,683 at 6%; with 50% employer match about $592,683 at 4% or $395,122 at 6%; with 100% employer match about $444,513 at 4% or $296,342 at 6%.
Ng Wealth Advisors Inc. Defined Benefit Pension Plan-2$1,184,331$420,000$210,000iApproximate average salary by contribution assumption: employee only about $5,250,000 at 4% or $3,500,000 at 6%; with 50% employer match about $3,500,000 at 4% or $2,333,333 at 6%; with 100% employer match about $2,625,000 at 4% or $1,750,000 at 6%.
201722$2,513,920$364,331$182,166iApproximate average salary by contribution assumption: employee only about $4,554,138 at 4% or $3,036,092 at 6%; with 50% employer match about $3,036,092 at 4% or $2,024,061 at 6%; with 100% employer match about $2,277,069 at 4% or $1,518,046 at 6%.
Ng Wealth Advisors Inc. 401K Plan-2$1,698,769$89,331$44,666iApproximate average salary by contribution assumption: employee only about $1,116,638 at 4% or $744,425 at 6%; with 50% employer match about $744,425 at 4% or $496,283 at 6%; with 100% employer match about $558,319 at 4% or $372,213 at 6%.
Ng Wealth Advisors Inc. Defined Benefit Pension Plan-2$815,151$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.