Civic Intelligence

Tumwater Wealth Management LLC

Plan context: Tumwater Wealth Management 401(K) Plan

EIN 83-2503203 • 7 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,342,064

2025 Contributions

$103,801

Historical Graphs

Total Assets Over Time

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

$1,342,064$671,032$0201920222025YearValue
$1,342,064Latest year 2025

Participants Over Time

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

630201920222025YearValue
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$1,342,064$103,801$20,760iApproximate average salary by contribution assumption: employee only about $519,005 at 4% or $346,003 at 6%; with 50% employer match about $346,003 at 4% or $230,669 at 6%; with 100% employer match about $259,503 at 4% or $173,002 at 6%.
Tumwater Wealth Management 401(K) Plan-5$1,342,064$103,801$20,760iApproximate average salary by contribution assumption: employee only about $519,005 at 4% or $346,003 at 6%; with 50% employer match about $346,003 at 4% or $230,669 at 6%; with 100% employer match about $259,503 at 4% or $173,002 at 6%.
202416$1,016,222$100,020$16,670iApproximate average salary by contribution assumption: employee only about $416,750 at 4% or $277,833 at 6%; with 50% employer match about $277,833 at 4% or $185,222 at 6%; with 100% employer match about $208,375 at 4% or $138,917 at 6%.
Tumwater Wealth Management 401(K) Plan-6$1,016,222$100,020$16,670iApproximate average salary by contribution assumption: employee only about $416,750 at 4% or $277,833 at 6%; with 50% employer match about $277,833 at 4% or $185,222 at 6%; with 100% employer match about $208,375 at 4% or $138,917 at 6%.
202314$911,228$89,043$22,261iApproximate average salary by contribution assumption: employee only about $556,519 at 4% or $371,013 at 6%; with 50% employer match about $371,013 at 4% or $247,342 at 6%; with 100% employer match about $278,259 at 4% or $185,506 at 6%.
Tumwater Wealth Management 401(K) Plan-4$911,228$89,043$22,261iApproximate average salary by contribution assumption: employee only about $556,519 at 4% or $371,013 at 6%; with 50% employer match about $371,013 at 4% or $247,342 at 6%; with 100% employer match about $278,259 at 4% or $185,506 at 6%.
202215$687,246$93,316$18,663iApproximate average salary by contribution assumption: employee only about $466,580 at 4% or $311,053 at 6%; with 50% employer match about $311,053 at 4% or $207,369 at 6%; with 100% employer match about $233,290 at 4% or $155,527 at 6%.
Tumwater Wealth Management 401(K) Plan-5$687,246$93,316$18,663iApproximate average salary by contribution assumption: employee only about $466,580 at 4% or $311,053 at 6%; with 50% employer match about $311,053 at 4% or $207,369 at 6%; with 100% employer match about $233,290 at 4% or $155,527 at 6%.
202112$683,504$69,775$34,888iApproximate average salary by contribution assumption: employee only about $872,188 at 4% or $581,458 at 6%; with 50% employer match about $581,458 at 4% or $387,639 at 6%; with 100% employer match about $436,094 at 4% or $290,729 at 6%.
Tumwater Wealth Management 401(K) Plan-2$683,504$69,775$34,888iApproximate average salary by contribution assumption: employee only about $872,188 at 4% or $581,458 at 6%; with 50% employer match about $581,458 at 4% or $387,639 at 6%; with 100% employer match about $436,094 at 4% or $290,729 at 6%.
202012$495,748$64,128$32,064iApproximate average salary by contribution assumption: employee only about $801,600 at 4% or $534,400 at 6%; with 50% employer match about $534,400 at 4% or $356,267 at 6%; with 100% employer match about $400,800 at 4% or $267,200 at 6%.
Tumwater Wealth Management 401(K) Plan-2$495,748$64,128$32,064iApproximate average salary by contribution assumption: employee only about $801,600 at 4% or $534,400 at 6%; with 50% employer match about $534,400 at 4% or $356,267 at 6%; with 100% employer match about $400,800 at 4% or $267,200 at 6%.
201912$382,183$361,078$180,539iApproximate average salary by contribution assumption: employee only about $4,513,475 at 4% or $3,008,983 at 6%; with 50% employer match about $3,008,983 at 4% or $2,005,989 at 6%; with 100% employer match about $2,256,738 at 4% or $1,504,492 at 6%.
Tumwater Wealth Management 401(K) Plan-2$382,183$361,078$180,539iApproximate average salary by contribution assumption: employee only about $4,513,475 at 4% or $3,008,983 at 6%; with 50% employer match about $3,008,983 at 4% or $2,005,989 at 6%; with 100% employer match about $2,256,738 at 4% or $1,504,492 at 6%.