Context Wealth Advisors
Plan context: Context Wealth Advisors 401(K) Plan
EIN 87-1363201 • Campbell, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$200,207
2025 Contributions
$31,276
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 | 3 | $200,207 | $31,276 | $10,425iApproximate average salary by contribution assumption: employee only about $260,633 at 4% or $173,756 at 6%; with 50% employer match about $173,756 at 4% or $115,837 at 6%; with 100% employer match about $130,317 at 4% or $86,878 at 6%. |
| Context Wealth Advisors 401(K) Plan | - | 3 | $200,207 | $31,276 | $10,425iApproximate average salary by contribution assumption: employee only about $260,633 at 4% or $173,756 at 6%; with 50% employer match about $173,756 at 4% or $115,837 at 6%; with 100% employer match about $130,317 at 4% or $86,878 at 6%. |
| 2024 | 1 | 2 | $141,023 | $39,079 | $19,540iApproximate average salary by contribution assumption: employee only about $488,488 at 4% or $325,658 at 6%; with 50% employer match about $325,658 at 4% or $217,106 at 6%; with 100% employer match about $244,244 at 4% or $162,829 at 6%. |
| Context Wealth Advisors 401(K) Plan | - | 2 | $141,023 | $39,079 | $19,540iApproximate average salary by contribution assumption: employee only about $488,488 at 4% or $325,658 at 6%; with 50% employer match about $325,658 at 4% or $217,106 at 6%; with 100% employer match about $244,244 at 4% or $162,829 at 6%. |
| 2023 | 1 | 2 | $84,479 | $41,637 | $20,819iApproximate average salary by contribution assumption: employee only about $520,463 at 4% or $346,975 at 6%; with 50% employer match about $346,975 at 4% or $231,317 at 6%; with 100% employer match about $260,231 at 4% or $173,488 at 6%. |
| Context Wealth Advisors 401(K) Plan | - | 2 | $84,479 | $41,637 | $20,819iApproximate average salary by contribution assumption: employee only about $520,463 at 4% or $346,975 at 6%; with 50% employer match about $346,975 at 4% or $231,317 at 6%; with 100% employer match about $260,231 at 4% or $173,488 at 6%. |
| 2022 | 1 | 2 | $29,180 | $29,751 | $14,876iApproximate average salary by contribution assumption: employee only about $371,888 at 4% or $247,925 at 6%; with 50% employer match about $247,925 at 4% or $165,283 at 6%; with 100% employer match about $185,944 at 4% or $123,963 at 6%. |
| Context Wealth Advisors 401(K) Plan | - | 2 | $29,180 | $29,751 | $14,876iApproximate average salary by contribution assumption: employee only about $371,888 at 4% or $247,925 at 6%; with 50% employer match about $247,925 at 4% or $165,283 at 6%; with 100% employer match about $185,944 at 4% or $123,963 at 6%. |