Civic Intelligence

Nurtured Wealth LLC

Plan context: Nurtured Wealth LLC 401(K) P/S Plan

EIN 83-0631445 • Walnut Creek, CA • 7 filings • 1 plans

1255 Treat Blvd Ste 300Walnut Creek, CA 94597
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,169,612

2025 Contributions

$164,828

Historical Graphs

Total Assets Over Time

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

$1,169,612$584,806$0201920222025YearValue
$1,169,612Latest year 2025

Participants Over Time

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

530201920222025YearValue
3Latest 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
202513$1,169,612$164,828$54,943iApproximate average salary by contribution assumption: employee only about $1,373,567 at 4% or $915,711 at 6%; with 50% employer match about $915,711 at 4% or $610,474 at 6%; with 100% employer match about $686,783 at 4% or $457,856 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-3$1,169,612$164,828$54,943iApproximate average salary by contribution assumption: employee only about $1,373,567 at 4% or $915,711 at 6%; with 50% employer match about $915,711 at 4% or $610,474 at 6%; with 100% employer match about $686,783 at 4% or $457,856 at 6%.
202414$890,434$148,968$37,242iApproximate average salary by contribution assumption: employee only about $931,050 at 4% or $620,700 at 6%; with 50% employer match about $620,700 at 4% or $413,800 at 6%; with 100% employer match about $465,525 at 4% or $310,350 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-4$890,434$148,968$37,242iApproximate average salary by contribution assumption: employee only about $931,050 at 4% or $620,700 at 6%; with 50% employer match about $620,700 at 4% or $413,800 at 6%; with 100% employer match about $465,525 at 4% or $310,350 at 6%.
202314$867,527$133,045$33,261iApproximate average salary by contribution assumption: employee only about $831,531 at 4% or $554,354 at 6%; with 50% employer match about $554,354 at 4% or $369,569 at 6%; with 100% employer match about $415,766 at 4% or $277,177 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-4$867,527$133,045$33,261iApproximate average salary by contribution assumption: employee only about $831,531 at 4% or $554,354 at 6%; with 50% employer match about $554,354 at 4% or $369,569 at 6%; with 100% employer match about $415,766 at 4% or $277,177 at 6%.
202215$745,122$143,190$28,638iApproximate average salary by contribution assumption: employee only about $715,950 at 4% or $477,300 at 6%; with 50% employer match about $477,300 at 4% or $318,200 at 6%; with 100% employer match about $357,975 at 4% or $238,650 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-5$745,122$143,190$28,638iApproximate average salary by contribution assumption: employee only about $715,950 at 4% or $477,300 at 6%; with 50% employer match about $477,300 at 4% or $318,200 at 6%; with 100% employer match about $357,975 at 4% or $238,650 at 6%.
202114$731,949$118,671$29,668iApproximate average salary by contribution assumption: employee only about $741,694 at 4% or $494,463 at 6%; with 50% employer match about $494,463 at 4% or $329,642 at 6%; with 100% employer match about $370,847 at 4% or $247,231 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-4$731,949$118,671$29,668iApproximate average salary by contribution assumption: employee only about $741,694 at 4% or $494,463 at 6%; with 50% employer match about $494,463 at 4% or $329,642 at 6%; with 100% employer match about $370,847 at 4% or $247,231 at 6%.
202014$540,412$100,881$25,220iApproximate average salary by contribution assumption: employee only about $630,506 at 4% or $420,338 at 6%; with 50% employer match about $420,338 at 4% or $280,225 at 6%; with 100% employer match about $315,253 at 4% or $210,169 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-4$540,412$100,881$25,220iApproximate average salary by contribution assumption: employee only about $630,506 at 4% or $420,338 at 6%; with 50% employer match about $420,338 at 4% or $280,225 at 6%; with 100% employer match about $315,253 at 4% or $210,169 at 6%.
201913$365,120$82,466$27,489iApproximate average salary by contribution assumption: employee only about $687,217 at 4% or $458,144 at 6%; with 50% employer match about $458,144 at 4% or $305,430 at 6%; with 100% employer match about $343,608 at 4% or $229,072 at 6%.
Nurtured Wealth LLC 401(K) P/S Plan-3$365,120$82,466$27,489iApproximate average salary by contribution assumption: employee only about $687,217 at 4% or $458,144 at 6%; with 50% employer match about $458,144 at 4% or $305,430 at 6%; with 100% employer match about $343,608 at 4% or $229,072 at 6%.