Civic Intelligence

ENSCONCE WEALTH PARTNERS LLC

Plan context: ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 83-4249323 • Walnut Creek, CA • 7 filings • 1 plans

1600 S Main St Ste 120Walnut Creek, CA 94596-5381
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,040,067

2025 Contributions

$152,479

Historical Graphs

Total Assets Over Time

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

$1,040,067$520,034$0201920222025YearValue
$1,040,067Latest year 2025

Participants Over Time

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

320201920222025YearValue
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$1,040,067$152,479$50,826iApproximate average salary by contribution assumption: employee only about $1,270,658 at 4% or $847,106 at 6%; with 50% employer match about $847,106 at 4% or $564,737 at 6%; with 100% employer match about $635,329 at 4% or $423,553 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-3$1,040,067$152,479$50,826iApproximate average salary by contribution assumption: employee only about $1,270,658 at 4% or $847,106 at 6%; with 50% employer match about $847,106 at 4% or $564,737 at 6%; with 100% employer match about $635,329 at 4% or $423,553 at 6%.
202413$759,685$129,550$43,183iApproximate average salary by contribution assumption: employee only about $1,079,583 at 4% or $719,722 at 6%; with 50% employer match about $719,722 at 4% or $479,815 at 6%; with 100% employer match about $539,792 at 4% or $359,861 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-3$759,685$129,550$43,183iApproximate average salary by contribution assumption: employee only about $1,079,583 at 4% or $719,722 at 6%; with 50% employer match about $719,722 at 4% or $479,815 at 6%; with 100% employer match about $539,792 at 4% or $359,861 at 6%.
202313$542,807$134,014$44,671iApproximate average salary by contribution assumption: employee only about $1,116,783 at 4% or $744,522 at 6%; with 50% employer match about $744,522 at 4% or $496,348 at 6%; with 100% employer match about $558,392 at 4% or $372,261 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-3$542,807$134,014$44,671iApproximate average salary by contribution assumption: employee only about $1,116,783 at 4% or $744,522 at 6%; with 50% employer match about $744,522 at 4% or $496,348 at 6%; with 100% employer match about $558,392 at 4% or $372,261 at 6%.
202213$336,373$137,546$45,849iApproximate average salary by contribution assumption: employee only about $1,146,217 at 4% or $764,144 at 6%; with 50% employer match about $764,144 at 4% or $509,430 at 6%; with 100% employer match about $573,108 at 4% or $382,072 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-3$336,373$137,546$45,849iApproximate average salary by contribution assumption: employee only about $1,146,217 at 4% or $764,144 at 6%; with 50% employer match about $764,144 at 4% or $509,430 at 6%; with 100% employer match about $573,108 at 4% or $382,072 at 6%.
202113$261,147$111,640$37,213iApproximate average salary by contribution assumption: employee only about $930,333 at 4% or $620,222 at 6%; with 50% employer match about $620,222 at 4% or $413,481 at 6%; with 100% employer match about $465,167 at 4% or $310,111 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-3$261,147$111,640$37,213iApproximate average salary by contribution assumption: employee only about $930,333 at 4% or $620,222 at 6%; with 50% employer match about $620,222 at 4% or $413,481 at 6%; with 100% employer match about $465,167 at 4% or $310,111 at 6%.
202013$130,388$95,615$31,872iApproximate average salary by contribution assumption: employee only about $796,792 at 4% or $531,194 at 6%; with 50% employer match about $531,194 at 4% or $354,130 at 6%; with 100% employer match about $398,396 at 4% or $265,597 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-3$130,388$95,615$31,872iApproximate average salary by contribution assumption: employee only about $796,792 at 4% or $531,194 at 6%; with 50% employer match about $531,194 at 4% or $354,130 at 6%; with 100% employer match about $398,396 at 4% or $265,597 at 6%.
201912$12,167$12,061$6,031iApproximate average salary by contribution assumption: employee only about $150,763 at 4% or $100,508 at 6%; with 50% employer match about $100,508 at 4% or $67,006 at 6%; with 100% employer match about $75,381 at 4% or $50,254 at 6%.
ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-2$12,167$12,061$6,031iApproximate average salary by contribution assumption: employee only about $150,763 at 4% or $100,508 at 6%; with 50% employer match about $100,508 at 4% or $67,006 at 6%; with 100% employer match about $75,381 at 4% or $50,254 at 6%.