Civic Intelligence

BOULDER WEALTH ADVISORS, LLC

Plan context: BOULDER WEALTH ADVISORS, LLC 401(K) PLAN

EIN 84-1387012 • Boulder, CO • 4 filings • 1 plans

2595 Canyon Blvd. Suite 220Boulder, CO 80302
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$650,350

2025 Contributions

$163,973

Historical Graphs

Total Assets Over Time

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

$650,350$325,175$0202220242025YearValue
$650,350Latest year 2025

Participants Over Time

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

320202220242025YearValue
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$650,350$163,973$54,658iApproximate average salary by contribution assumption: employee only about $1,366,442 at 4% or $910,961 at 6%; with 50% employer match about $910,961 at 4% or $607,307 at 6%; with 100% employer match about $683,221 at 4% or $455,481 at 6%.
BOULDER WEALTH ADVISORS, LLC 401(K) PLAN-3$650,350$163,973$54,658iApproximate average salary by contribution assumption: employee only about $1,366,442 at 4% or $910,961 at 6%; with 50% employer match about $910,961 at 4% or $607,307 at 6%; with 100% employer match about $683,221 at 4% or $455,481 at 6%.
202413$398,003$147,012$49,004iApproximate average salary by contribution assumption: employee only about $1,225,100 at 4% or $816,733 at 6%; with 50% employer match about $816,733 at 4% or $544,489 at 6%; with 100% employer match about $612,550 at 4% or $408,367 at 6%.
BOULDER WEALTH ADVISORS, LLC 401(K) PLAN-3$398,003$147,012$49,004iApproximate average salary by contribution assumption: employee only about $1,225,100 at 4% or $816,733 at 6%; with 50% employer match about $816,733 at 4% or $544,489 at 6%; with 100% employer match about $612,550 at 4% or $408,367 at 6%.
202313$208,699$176,092$58,697iApproximate average salary by contribution assumption: employee only about $1,467,433 at 4% or $978,289 at 6%; with 50% employer match about $978,289 at 4% or $652,193 at 6%; with 100% employer match about $733,717 at 4% or $489,144 at 6%.
BOULDER WEALTH ADVISORS, LLC 401(K) PLAN-3$208,699$176,092$58,697iApproximate average salary by contribution assumption: employee only about $1,467,433 at 4% or $978,289 at 6%; with 50% employer match about $978,289 at 4% or $652,193 at 6%; with 100% employer match about $733,717 at 4% or $489,144 at 6%.
202213$73,262$80,547$26,849iApproximate average salary by contribution assumption: employee only about $671,225 at 4% or $447,483 at 6%; with 50% employer match about $447,483 at 4% or $298,322 at 6%; with 100% employer match about $335,613 at 4% or $223,742 at 6%.
BOULDER WEALTH ADVISORS, LLC 401(K) PLAN-3$73,262$80,547$26,849iApproximate average salary by contribution assumption: employee only about $671,225 at 4% or $447,483 at 6%; with 50% employer match about $447,483 at 4% or $298,322 at 6%; with 100% employer match about $335,613 at 4% or $223,742 at 6%.