Civic Intelligence

Parkworth Wealth Management In

Plan context: Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust

EIN 82-0583986 • Los Gatos, CA • 16 filings • 5 plans

475 Alberto Way Ste 210Los Gatos, CA 95032-5482
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,140,247

2025 Contributions

$73,371

Historical Graphs

Total Assets Over Time

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

$1,140,247$570,124$0201020172024YearValue
$1,140,247Latest year 2024

Participants Over Time

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

740201020172024YearValue
6Latest 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
202510$0$73,371-
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-0$0$73,371-
202416$1,140,247$97,922$16,320iApproximate average salary by contribution assumption: employee only about $408,008 at 4% or $272,006 at 6%; with 50% employer match about $272,006 at 4% or $181,337 at 6%; with 100% employer match about $204,004 at 4% or $136,003 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-6$1,140,247$97,922$16,320iApproximate average salary by contribution assumption: employee only about $408,008 at 4% or $272,006 at 6%; with 50% employer match about $272,006 at 4% or $181,337 at 6%; with 100% employer match about $204,004 at 4% or $136,003 at 6%.
202316$910,453$89,002$14,834iApproximate average salary by contribution assumption: employee only about $370,842 at 4% or $247,228 at 6%; with 50% employer match about $247,228 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-6$910,453$89,002$14,834iApproximate average salary by contribution assumption: employee only about $370,842 at 4% or $247,228 at 6%; with 50% employer match about $247,228 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
202216$684,624$108,251$18,042iApproximate average salary by contribution assumption: employee only about $451,046 at 4% or $300,697 at 6%; with 50% employer match about $300,697 at 4% or $200,465 at 6%; with 100% employer match about $225,523 at 4% or $150,349 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-6$684,624$108,251$18,042iApproximate average salary by contribution assumption: employee only about $451,046 at 4% or $300,697 at 6%; with 50% employer match about $300,697 at 4% or $200,465 at 6%; with 100% employer match about $225,523 at 4% or $150,349 at 6%.
202117$936,100$95,322$13,617iApproximate average salary by contribution assumption: employee only about $340,436 at 4% or $226,957 at 6%; with 50% employer match about $226,957 at 4% or $151,305 at 6%; with 100% employer match about $170,218 at 4% or $113,479 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-7$936,100$95,322$13,617iApproximate average salary by contribution assumption: employee only about $340,436 at 4% or $226,957 at 6%; with 50% employer match about $226,957 at 4% or $151,305 at 6%; with 100% employer match about $170,218 at 4% or $113,479 at 6%.
202016$688,084$78,184$13,031iApproximate average salary by contribution assumption: employee only about $325,767 at 4% or $217,178 at 6%; with 50% employer match about $217,178 at 4% or $144,785 at 6%; with 100% employer match about $162,883 at 4% or $108,589 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-6$688,084$78,184$13,031iApproximate average salary by contribution assumption: employee only about $325,767 at 4% or $217,178 at 6%; with 50% employer match about $217,178 at 4% or $144,785 at 6%; with 100% employer match about $162,883 at 4% or $108,589 at 6%.
201916$535,569$66,578$11,096iApproximate average salary by contribution assumption: employee only about $277,408 at 4% or $184,939 at 6%; with 50% employer match about $184,939 at 4% or $123,293 at 6%; with 100% employer match about $138,704 at 4% or $92,469 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-6$535,569$66,578$11,096iApproximate average salary by contribution assumption: employee only about $277,408 at 4% or $184,939 at 6%; with 50% employer match about $184,939 at 4% or $123,293 at 6%; with 100% employer match about $138,704 at 4% or $92,469 at 6%.
201816$376,579$48,786$8,131iApproximate average salary by contribution assumption: employee only about $203,275 at 4% or $135,517 at 6%; with 50% employer match about $135,517 at 4% or $90,344 at 6%; with 100% employer match about $101,638 at 4% or $67,758 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-6$376,579$48,786$8,131iApproximate average salary by contribution assumption: employee only about $203,275 at 4% or $135,517 at 6%; with 50% employer match about $135,517 at 4% or $90,344 at 6%; with 100% employer match about $101,638 at 4% or $67,758 at 6%.
201715$368,551$60,411$12,082iApproximate average salary by contribution assumption: employee only about $302,055 at 4% or $201,370 at 6%; with 50% employer match about $201,370 at 4% or $134,247 at 6%; with 100% employer match about $151,028 at 4% or $100,685 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-5$368,551$60,411$12,082iApproximate average salary by contribution assumption: employee only about $302,055 at 4% or $201,370 at 6%; with 50% employer match about $201,370 at 4% or $134,247 at 6%; with 100% employer match about $151,028 at 4% or $100,685 at 6%.
201614$256,379$57,202$14,301iApproximate average salary by contribution assumption: employee only about $357,513 at 4% or $238,342 at 6%; with 50% employer match about $238,342 at 4% or $158,894 at 6%; with 100% employer match about $178,756 at 4% or $119,171 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-4$256,379$57,202$14,301iApproximate average salary by contribution assumption: employee only about $357,513 at 4% or $238,342 at 6%; with 50% employer match about $238,342 at 4% or $158,894 at 6%; with 100% employer match about $178,756 at 4% or $119,171 at 6%.
201514$175,351$52,177$13,044iApproximate average salary by contribution assumption: employee only about $326,106 at 4% or $217,404 at 6%; with 50% employer match about $217,404 at 4% or $144,936 at 6%; with 100% employer match about $163,053 at 4% or $108,702 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-4$175,351$52,177$13,044iApproximate average salary by contribution assumption: employee only about $326,106 at 4% or $217,404 at 6%; with 50% employer match about $217,404 at 4% or $144,936 at 6%; with 100% employer match about $163,053 at 4% or $108,702 at 6%.
201412$127,687$37,757$18,879iApproximate average salary by contribution assumption: employee only about $471,963 at 4% or $314,642 at 6%; with 50% employer match about $314,642 at 4% or $209,761 at 6%; with 100% employer match about $235,981 at 4% or $157,321 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-2$127,687$37,757$18,879iApproximate average salary by contribution assumption: employee only about $471,963 at 4% or $314,642 at 6%; with 50% employer match about $314,642 at 4% or $209,761 at 6%; with 100% employer match about $235,981 at 4% or $157,321 at 6%.
201312$85,677$19,161$9,581iApproximate average salary by contribution assumption: employee only about $239,513 at 4% or $159,675 at 6%; with 50% employer match about $159,675 at 4% or $106,450 at 6%; with 100% employer match about $119,756 at 4% or $79,838 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-2$85,677$19,161$9,581iApproximate average salary by contribution assumption: employee only about $239,513 at 4% or $159,675 at 6%; with 50% employer match about $159,675 at 4% or $106,450 at 6%; with 100% employer match about $119,756 at 4% or $79,838 at 6%.
201212$54,467$19,202$9,601iApproximate average salary by contribution assumption: employee only about $240,025 at 4% or $160,017 at 6%; with 50% employer match about $160,017 at 4% or $106,678 at 6%; with 100% employer match about $120,013 at 4% or $80,008 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-2$54,467$19,202$9,601iApproximate average salary by contribution assumption: employee only about $240,025 at 4% or $160,017 at 6%; with 50% employer match about $160,017 at 4% or $106,678 at 6%; with 100% employer match about $120,013 at 4% or $80,008 at 6%.
201114$44,381$30,026$7,507iApproximate average salary by contribution assumption: employee only about $187,663 at 4% or $125,108 at 6%; with 50% employer match about $125,108 at 4% or $83,406 at 6%; with 100% employer match about $93,831 at 4% or $62,554 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-4$44,381$30,026$7,507iApproximate average salary by contribution assumption: employee only about $187,663 at 4% or $125,108 at 6%; with 50% employer match about $125,108 at 4% or $83,406 at 6%; with 100% employer match about $93,831 at 4% or $62,554 at 6%.
201015$41,062$36,662$7,332iApproximate average salary by contribution assumption: employee only about $183,310 at 4% or $122,207 at 6%; with 50% employer match about $122,207 at 4% or $81,471 at 6%; with 100% employer match about $91,655 at 4% or $61,103 at 6%.
Parkworth Wealth Management, I 401 K Profit Sharing Plan Trust-5$41,062$36,662$7,332iApproximate average salary by contribution assumption: employee only about $183,310 at 4% or $122,207 at 6%; with 50% employer match about $122,207 at 4% or $81,471 at 6%; with 100% employer match about $91,655 at 4% or $61,103 at 6%.