Civic Intelligence

Highland Private Wealth Management LLC

Plan context: Highland Private Wealth Management LLC 401K Profit Sharing Plan

EIN 91-1946175 • Bellevue, WA • 12 filings • 4 plans

10900 NE 8th St., Ste. 1122Bellevue, WA 98004-4456
Current Snapshot

Latest Year

2022

2022 Participants

15

2022 Assets

$1,669,085

2022 Contributions

$141,902

Historical Graphs

Total Assets Over Time

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

$1,887,006$943,503$0201220172022YearValue
$1,669,085Latest year 2022

Participants Over Time

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

1680201220172022YearValue
15Latest year 2022

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
2022215$1,669,085$141,902$9,460iApproximate average salary by contribution assumption: employee only about $236,503 at 4% or $157,669 at 6%; with 50% employer match about $157,669 at 4% or $105,113 at 6%; with 100% employer match about $118,252 at 4% or $78,834 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-15$1,669,085$141,902$9,460iApproximate average salary by contribution assumption: employee only about $236,503 at 4% or $157,669 at 6%; with 50% employer match about $157,669 at 4% or $105,113 at 6%; with 100% employer match about $118,252 at 4% or $78,834 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-0$0$0-
2021116$1,887,006$219,641$13,728iApproximate average salary by contribution assumption: employee only about $343,189 at 4% or $228,793 at 6%; with 50% employer match about $228,793 at 4% or $152,528 at 6%; with 100% employer match about $171,595 at 4% or $114,396 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-16$1,887,006$219,641$13,728iApproximate average salary by contribution assumption: employee only about $343,189 at 4% or $228,793 at 6%; with 50% employer match about $228,793 at 4% or $152,528 at 6%; with 100% employer match about $171,595 at 4% or $114,396 at 6%.
2020113$1,461,272$159,376$12,260iApproximate average salary by contribution assumption: employee only about $306,492 at 4% or $204,328 at 6%; with 50% employer match about $204,328 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-13$1,461,272$159,376$12,260iApproximate average salary by contribution assumption: employee only about $306,492 at 4% or $204,328 at 6%; with 50% employer match about $204,328 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%.
2019112$1,162,239$663,618$55,302iApproximate average salary by contribution assumption: employee only about $1,382,538 at 4% or $921,692 at 6%; with 50% employer match about $921,692 at 4% or $614,461 at 6%; with 100% employer match about $691,269 at 4% or $460,846 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-12$1,162,239$663,618$55,302iApproximate average salary by contribution assumption: employee only about $1,382,538 at 4% or $921,692 at 6%; with 50% employer match about $921,692 at 4% or $614,461 at 6%; with 100% employer match about $691,269 at 4% or $460,846 at 6%.
2018110$486,157$95,395$9,540iApproximate average salary by contribution assumption: employee only about $238,488 at 4% or $158,992 at 6%; with 50% employer match about $158,992 at 4% or $105,994 at 6%; with 100% employer match about $119,244 at 4% or $79,496 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-10$486,157$95,395$9,540iApproximate average salary by contribution assumption: employee only about $238,488 at 4% or $158,992 at 6%; with 50% employer match about $158,992 at 4% or $105,994 at 6%; with 100% employer match about $119,244 at 4% or $79,496 at 6%.
201719$414,702$67,803$7,534iApproximate average salary by contribution assumption: employee only about $188,342 at 4% or $125,561 at 6%; with 50% employer match about $125,561 at 4% or $83,707 at 6%; with 100% employer match about $94,171 at 4% or $62,781 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-9$414,702$67,803$7,534iApproximate average salary by contribution assumption: employee only about $188,342 at 4% or $125,561 at 6%; with 50% employer match about $125,561 at 4% or $83,707 at 6%; with 100% employer match about $94,171 at 4% or $62,781 at 6%.
201617$298,784$38,244$5,463iApproximate average salary by contribution assumption: employee only about $136,586 at 4% or $91,057 at 6%; with 50% employer match about $91,057 at 4% or $60,705 at 6%; with 100% employer match about $68,293 at 4% or $45,529 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-7$298,784$38,244$5,463iApproximate average salary by contribution assumption: employee only about $136,586 at 4% or $91,057 at 6%; with 50% employer match about $91,057 at 4% or $60,705 at 6%; with 100% employer match about $68,293 at 4% or $45,529 at 6%.
201516$247,760$34,212$5,702iApproximate average salary by contribution assumption: employee only about $142,550 at 4% or $95,033 at 6%; with 50% employer match about $95,033 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-6$247,760$34,212$5,702iApproximate average salary by contribution assumption: employee only about $142,550 at 4% or $95,033 at 6%; with 50% employer match about $95,033 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%.
201418$469,298$42,833$5,354iApproximate average salary by contribution assumption: employee only about $133,853 at 4% or $89,235 at 6%; with 50% employer match about $89,235 at 4% or $59,490 at 6%; with 100% employer match about $66,927 at 4% or $44,618 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-8$469,298$42,833$5,354iApproximate average salary by contribution assumption: employee only about $133,853 at 4% or $89,235 at 6%; with 50% employer match about $89,235 at 4% or $59,490 at 6%; with 100% employer match about $66,927 at 4% or $44,618 at 6%.
201315$422,188$67,470$13,494iApproximate average salary by contribution assumption: employee only about $337,350 at 4% or $224,900 at 6%; with 50% employer match about $224,900 at 4% or $149,933 at 6%; with 100% employer match about $168,675 at 4% or $112,450 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-5$422,188$67,470$13,494iApproximate average salary by contribution assumption: employee only about $337,350 at 4% or $224,900 at 6%; with 50% employer match about $224,900 at 4% or $149,933 at 6%; with 100% employer match about $168,675 at 4% or $112,450 at 6%.
201216$300,376$288,079$48,013iApproximate average salary by contribution assumption: employee only about $1,200,329 at 4% or $800,219 at 6%; with 50% employer match about $800,219 at 4% or $533,480 at 6%; with 100% employer match about $600,165 at 4% or $400,110 at 6%.
Highland Private Wealth Management LLC 401K Profit Sharing Plan-6$300,376$288,079$48,013iApproximate average salary by contribution assumption: employee only about $1,200,329 at 4% or $800,219 at 6%; with 50% employer match about $800,219 at 4% or $533,480 at 6%; with 100% employer match about $600,165 at 4% or $400,110 at 6%.