Civic Intelligence

MEYER WEALTH MANAGEMENT NW, INC.

Plan context: MEYER WEALTH MANAGEMENT 401(K) PLAN

EIN 93-2025368 • Portland, OR • 3 filings • 1 plans

5100 S Macadam Ave, Ste 230Portland, OR 97239
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$540,159

2025 Contributions

$93,000

Historical Graphs

Total Assets Over Time

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

$540,159$270,080$0202320242025YearValue
$540,159Latest year 2025

Participants Over Time

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

210202320242025YearValue
2Latest 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
202512$540,159$93,000$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
MEYER WEALTH MANAGEMENT 401(K) PLAN-2$540,159$93,000$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
202412$387,475$85,907$42,954iApproximate average salary by contribution assumption: employee only about $1,073,838 at 4% or $715,892 at 6%; with 50% employer match about $715,892 at 4% or $477,261 at 6%; with 100% employer match about $536,919 at 4% or $357,946 at 6%.
MEYER WEALTH MANAGEMENT 401(K) PLAN-2$387,475$85,907$42,954iApproximate average salary by contribution assumption: employee only about $1,073,838 at 4% or $715,892 at 6%; with 50% employer match about $715,892 at 4% or $477,261 at 6%; with 100% employer match about $536,919 at 4% or $357,946 at 6%.
202312$252,528$81,958$40,979iApproximate average salary by contribution assumption: employee only about $1,024,475 at 4% or $682,983 at 6%; with 50% employer match about $682,983 at 4% or $455,322 at 6%; with 100% employer match about $512,238 at 4% or $341,492 at 6%.
MEYER WEALTH MANAGEMENT 401(K) PLAN-2$252,528$81,958$40,979iApproximate average salary by contribution assumption: employee only about $1,024,475 at 4% or $682,983 at 6%; with 50% employer match about $682,983 at 4% or $455,322 at 6%; with 100% employer match about $512,238 at 4% or $341,492 at 6%.