Warm Springs Advisors
Plan context: Warm Springs Advisors 401(K) Plan
EIN 84-3630806 • Larkspur, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$126,851
2025 Contributions
$12,986
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $12,986 | - |
| Warm Springs Advisors 401(K) Plan | - | 0 | $0 | $12,986 | - |
| 2024 | 1 | 3 | $126,851 | $33,934 | $11,311iApproximate average salary by contribution assumption: employee only about $282,783 at 4% or $188,522 at 6%; with 50% employer match about $188,522 at 4% or $125,681 at 6%; with 100% employer match about $141,392 at 4% or $94,261 at 6%. |
| Warm Springs Advisors 401(K) Plan | - | 3 | $126,851 | $33,934 | $11,311iApproximate average salary by contribution assumption: employee only about $282,783 at 4% or $188,522 at 6%; with 50% employer match about $188,522 at 4% or $125,681 at 6%; with 100% employer match about $141,392 at 4% or $94,261 at 6%. |
| 2023 | 1 | 3 | $74,252 | $32,676 | $10,892iApproximate average salary by contribution assumption: employee only about $272,300 at 4% or $181,533 at 6%; with 50% employer match about $181,533 at 4% or $121,022 at 6%; with 100% employer match about $136,150 at 4% or $90,767 at 6%. |
| Warm Springs Advisors 401(K) Plan | - | 3 | $74,252 | $32,676 | $10,892iApproximate average salary by contribution assumption: employee only about $272,300 at 4% or $181,533 at 6%; with 50% employer match about $181,533 at 4% or $121,022 at 6%; with 100% employer match about $136,150 at 4% or $90,767 at 6%. |
| 2022 | 1 | 3 | $28,848 | $28,538 | $9,513iApproximate average salary by contribution assumption: employee only about $237,817 at 4% or $158,544 at 6%; with 50% employer match about $158,544 at 4% or $105,696 at 6%; with 100% employer match about $118,908 at 4% or $79,272 at 6%. |
| Warm Springs Advisors 401(K) Plan | - | 3 | $28,848 | $28,538 | $9,513iApproximate average salary by contribution assumption: employee only about $237,817 at 4% or $158,544 at 6%; with 50% employer match about $158,544 at 4% or $105,696 at 6%; with 100% employer match about $118,908 at 4% or $79,272 at 6%. |