LIBRA WEALTH LLC
Plan context: LIBRA WEALTH 401(K) PLAN
EIN 82-0944112 • Morgan Hill, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$483,030
2025 Contributions
$84,370
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 | 6 | $483,030 | $84,370 | $14,062iApproximate average salary by contribution assumption: employee only about $351,542 at 4% or $234,361 at 6%; with 50% employer match about $234,361 at 4% or $156,241 at 6%; with 100% employer match about $175,771 at 4% or $117,181 at 6%. |
| LIBRA WEALTH 401(K) PLAN | - | 6 | $483,030 | $84,370 | $14,062iApproximate average salary by contribution assumption: employee only about $351,542 at 4% or $234,361 at 6%; with 50% employer match about $234,361 at 4% or $156,241 at 6%; with 100% employer match about $175,771 at 4% or $117,181 at 6%. |
| 2024 | 1 | 6 | $339,892 | $39,436 | $6,573iApproximate average salary by contribution assumption: employee only about $164,317 at 4% or $109,544 at 6%; with 50% employer match about $109,544 at 4% or $73,030 at 6%; with 100% employer match about $82,158 at 4% or $54,772 at 6%. |
| LIBRA WEALTH 401(K) PLAN | - | 6 | $339,892 | $39,436 | $6,573iApproximate average salary by contribution assumption: employee only about $164,317 at 4% or $109,544 at 6%; with 50% employer match about $109,544 at 4% or $73,030 at 6%; with 100% employer match about $82,158 at 4% or $54,772 at 6%. |
| 2023 | 1 | 3 | $266,585 | $45,891 | $15,297iApproximate average salary by contribution assumption: employee only about $382,425 at 4% or $254,950 at 6%; with 50% employer match about $254,950 at 4% or $169,967 at 6%; with 100% employer match about $191,213 at 4% or $127,475 at 6%. |
| LIBRA WEALTH 401(K) PLAN | - | 3 | $266,585 | $45,891 | $15,297iApproximate average salary by contribution assumption: employee only about $382,425 at 4% or $254,950 at 6%; with 50% employer match about $254,950 at 4% or $169,967 at 6%; with 100% employer match about $191,213 at 4% or $127,475 at 6%. |
| 2022 | 1 | 3 | $183,616 | $63,088 | $21,029iApproximate average salary by contribution assumption: employee only about $525,733 at 4% or $350,489 at 6%; with 50% employer match about $350,489 at 4% or $233,659 at 6%; with 100% employer match about $262,867 at 4% or $175,244 at 6%. |
| LIBRA WEALTH 401(K) PLAN | - | 3 | $183,616 | $63,088 | $21,029iApproximate average salary by contribution assumption: employee only about $525,733 at 4% or $350,489 at 6%; with 50% employer match about $350,489 at 4% or $233,659 at 6%; with 100% employer match about $262,867 at 4% or $175,244 at 6%. |
| 2019 | 1 | 1 | $18,979 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| LIBRA WEALTH 401(K) PLAN | - | 1 | $18,979 | $19,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |