Civic Intelligence

Catalyst Private Wealth

Plan context: Catalyst Private Wealth 401(K) Plan

EIN 82-3391858 • San Mateo, CA • 4 filings • 1 plans

3 East Third Ave.Suite 323San Mateo, CA 94401
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$401,696

2025 Contributions

$86,995

Historical Graphs

Total Assets Over Time

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

$401,696$200,848$0202220242025YearValue
$401,696Latest year 2025

Participants Over Time

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

630202220242025YearValue
5Latest 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
202515$401,696$86,995$17,399iApproximate average salary by contribution assumption: employee only about $434,975 at 4% or $289,983 at 6%; with 50% employer match about $289,983 at 4% or $193,322 at 6%; with 100% employer match about $217,488 at 4% or $144,992 at 6%.
Catalyst Private Wealth 401(K) Plan-5$401,696$86,995$17,399iApproximate average salary by contribution assumption: employee only about $434,975 at 4% or $289,983 at 6%; with 50% employer match about $289,983 at 4% or $193,322 at 6%; with 100% employer match about $217,488 at 4% or $144,992 at 6%.
202415$254,948$81,842$16,368iApproximate average salary by contribution assumption: employee only about $409,210 at 4% or $272,807 at 6%; with 50% employer match about $272,807 at 4% or $181,871 at 6%; with 100% employer match about $204,605 at 4% or $136,403 at 6%.
Catalyst Private Wealth 401(K) Plan-5$254,948$81,842$16,368iApproximate average salary by contribution assumption: employee only about $409,210 at 4% or $272,807 at 6%; with 50% employer match about $272,807 at 4% or $181,871 at 6%; with 100% employer match about $204,605 at 4% or $136,403 at 6%.
202316$186,697$91,142$15,190iApproximate average salary by contribution assumption: employee only about $379,758 at 4% or $253,172 at 6%; with 50% employer match about $253,172 at 4% or $168,781 at 6%; with 100% employer match about $189,879 at 4% or $126,586 at 6%.
Catalyst Private Wealth 401(K) Plan-6$186,697$91,142$15,190iApproximate average salary by contribution assumption: employee only about $379,758 at 4% or $253,172 at 6%; with 50% employer match about $253,172 at 4% or $168,781 at 6%; with 100% employer match about $189,879 at 4% or $126,586 at 6%.
202216$73,482$74,076$12,346iApproximate average salary by contribution assumption: employee only about $308,650 at 4% or $205,767 at 6%; with 50% employer match about $205,767 at 4% or $137,178 at 6%; with 100% employer match about $154,325 at 4% or $102,883 at 6%.
Catalyst Private Wealth 401(K) Plan-6$73,482$74,076$12,346iApproximate average salary by contribution assumption: employee only about $308,650 at 4% or $205,767 at 6%; with 50% employer match about $205,767 at 4% or $137,178 at 6%; with 100% employer match about $154,325 at 4% or $102,883 at 6%.