Civic Intelligence

WILLOW PRIVATE WEALTH LLC

Plan context: WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN

EIN 87-2167477 • Vestavia Hills, AL • 4 filings • 1 plans

1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$257,619

2025 Contributions

$75,513

Historical Graphs

Total Assets Over Time

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

$257,619$128,810$0202220242025YearValue
$257,619Latest year 2025

Participants Over Time

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

530202220242025YearValue
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$257,619$75,513$15,103iApproximate average salary by contribution assumption: employee only about $377,565 at 4% or $251,710 at 6%; with 50% employer match about $251,710 at 4% or $167,807 at 6%; with 100% employer match about $188,783 at 4% or $125,855 at 6%.
WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN-5$257,619$75,513$15,103iApproximate average salary by contribution assumption: employee only about $377,565 at 4% or $251,710 at 6%; with 50% employer match about $251,710 at 4% or $167,807 at 6%; with 100% employer match about $188,783 at 4% or $125,855 at 6%.
202413$148,494$39,230$13,077iApproximate average salary by contribution assumption: employee only about $326,917 at 4% or $217,944 at 6%; with 50% employer match about $217,944 at 4% or $145,296 at 6%; with 100% employer match about $163,458 at 4% or $108,972 at 6%.
WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN-3$148,494$39,230$13,077iApproximate average salary by contribution assumption: employee only about $326,917 at 4% or $217,944 at 6%; with 50% employer match about $217,944 at 4% or $145,296 at 6%; with 100% employer match about $163,458 at 4% or $108,972 at 6%.
202312$89,347$43,700$21,850iApproximate average salary by contribution assumption: employee only about $546,250 at 4% or $364,167 at 6%; with 50% employer match about $364,167 at 4% or $242,778 at 6%; with 100% employer match about $273,125 at 4% or $182,083 at 6%.
WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN-2$89,347$43,700$21,850iApproximate average salary by contribution assumption: employee only about $546,250 at 4% or $364,167 at 6%; with 50% employer match about $364,167 at 4% or $242,778 at 6%; with 100% employer match about $273,125 at 4% or $182,083 at 6%.
202211$32,446$32,700$32,700iApproximate average salary by contribution assumption: employee only about $817,500 at 4% or $545,000 at 6%; with 50% employer match about $545,000 at 4% or $363,333 at 6%; with 100% employer match about $408,750 at 4% or $272,500 at 6%.
WILLOW PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN-1$32,446$32,700$32,700iApproximate average salary by contribution assumption: employee only about $817,500 at 4% or $545,000 at 6%; with 50% employer match about $545,000 at 4% or $363,333 at 6%; with 100% employer match about $408,750 at 4% or $272,500 at 6%.