Civic Intelligence

Napa Wealth Management Incorporated

Plan context: Napa Wealth Management 401(K) Profit Sharing Plan

EIN 91-1839135 • Napa, CA • 9 filings • 1 plans

1836 2nd StreetNapa, CA 94559
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,241,861

2025 Contributions

$75,936

Historical Graphs

Total Assets Over Time

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

$1,241,861$620,931$0201720212025YearValue
$1,241,861Latest year 2025

Participants Over Time

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

530201720212025YearValue
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$1,241,861$75,936$15,187iApproximate average salary by contribution assumption: employee only about $379,680 at 4% or $253,120 at 6%; with 50% employer match about $253,120 at 4% or $168,747 at 6%; with 100% employer match about $189,840 at 4% or $126,560 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-5$1,241,861$75,936$15,187iApproximate average salary by contribution assumption: employee only about $379,680 at 4% or $253,120 at 6%; with 50% employer match about $253,120 at 4% or $168,747 at 6%; with 100% employer match about $189,840 at 4% or $126,560 at 6%.
202415$1,029,430$94,996$18,999iApproximate average salary by contribution assumption: employee only about $474,980 at 4% or $316,653 at 6%; with 50% employer match about $316,653 at 4% or $211,102 at 6%; with 100% employer match about $237,490 at 4% or $158,327 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-5$1,029,430$94,996$18,999iApproximate average salary by contribution assumption: employee only about $474,980 at 4% or $316,653 at 6%; with 50% employer match about $316,653 at 4% or $211,102 at 6%; with 100% employer match about $237,490 at 4% or $158,327 at 6%.
202315$783,515$83,293$16,659iApproximate average salary by contribution assumption: employee only about $416,465 at 4% or $277,643 at 6%; with 50% employer match about $277,643 at 4% or $185,096 at 6%; with 100% employer match about $208,232 at 4% or $138,822 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-5$783,515$83,293$16,659iApproximate average salary by contribution assumption: employee only about $416,465 at 4% or $277,643 at 6%; with 50% employer match about $277,643 at 4% or $185,096 at 6%; with 100% employer match about $208,232 at 4% or $138,822 at 6%.
202215$537,373$100,707$20,141iApproximate average salary by contribution assumption: employee only about $503,535 at 4% or $335,690 at 6%; with 50% employer match about $335,690 at 4% or $223,793 at 6%; with 100% employer match about $251,768 at 4% or $167,845 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-5$537,373$100,707$20,141iApproximate average salary by contribution assumption: employee only about $503,535 at 4% or $335,690 at 6%; with 50% employer match about $335,690 at 4% or $223,793 at 6%; with 100% employer match about $251,768 at 4% or $167,845 at 6%.
202114$655,125$81,232$20,308iApproximate average salary by contribution assumption: employee only about $507,700 at 4% or $338,467 at 6%; with 50% employer match about $338,467 at 4% or $225,644 at 6%; with 100% employer match about $253,850 at 4% or $169,233 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-4$655,125$81,232$20,308iApproximate average salary by contribution assumption: employee only about $507,700 at 4% or $338,467 at 6%; with 50% employer match about $338,467 at 4% or $225,644 at 6%; with 100% employer match about $253,850 at 4% or $169,233 at 6%.
202014$516,549$83,717$20,929iApproximate average salary by contribution assumption: employee only about $523,231 at 4% or $348,821 at 6%; with 50% employer match about $348,821 at 4% or $232,547 at 6%; with 100% employer match about $261,616 at 4% or $174,410 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-4$516,549$83,717$20,929iApproximate average salary by contribution assumption: employee only about $523,231 at 4% or $348,821 at 6%; with 50% employer match about $348,821 at 4% or $232,547 at 6%; with 100% employer match about $261,616 at 4% or $174,410 at 6%.
201915$352,895$153,361$30,672iApproximate average salary by contribution assumption: employee only about $766,805 at 4% or $511,203 at 6%; with 50% employer match about $511,203 at 4% or $340,802 at 6%; with 100% employer match about $383,403 at 4% or $255,602 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-5$352,895$153,361$30,672iApproximate average salary by contribution assumption: employee only about $766,805 at 4% or $511,203 at 6%; with 50% employer match about $511,203 at 4% or $340,802 at 6%; with 100% employer match about $383,403 at 4% or $255,602 at 6%.
201814$192,376$117,675$29,419iApproximate average salary by contribution assumption: employee only about $735,469 at 4% or $490,313 at 6%; with 50% employer match about $490,313 at 4% or $326,875 at 6%; with 100% employer match about $367,734 at 4% or $245,156 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-4$192,376$117,675$29,419iApproximate average salary by contribution assumption: employee only about $735,469 at 4% or $490,313 at 6%; with 50% employer match about $490,313 at 4% or $326,875 at 6%; with 100% employer match about $367,734 at 4% or $245,156 at 6%.
201714$88,072$86,962$21,741iApproximate average salary by contribution assumption: employee only about $543,513 at 4% or $362,342 at 6%; with 50% employer match about $362,342 at 4% or $241,561 at 6%; with 100% employer match about $271,756 at 4% or $181,171 at 6%.
Napa Wealth Management 401(K) Profit Sharing Plan-4$88,072$86,962$21,741iApproximate average salary by contribution assumption: employee only about $543,513 at 4% or $362,342 at 6%; with 50% employer match about $362,342 at 4% or $241,561 at 6%; with 100% employer match about $271,756 at 4% or $181,171 at 6%.