Civic Intelligence

Earned Wealth Operating Company

Plan context: Earned Wealth 401(K) Plan

EIN 94-3076665 • Walnut Creek, CA • 25 filings • 5 plans

165 Lennon Lane, Suite 200Walnut Creek, CA 94598-2447
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$25,340,957

2024 Contributions

$2,245,286

Historical Graphs

Total Assets Over Time

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

$25,340,957$12,670,479$0200120142024YearValue
$25,340,957Latest year 2024

Participants Over Time

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

118590200020122024YearValue
118Latest year 2024

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
20241118$25,340,957$2,245,286$19,028iApproximate average salary by contribution assumption: employee only about $475,696 at 4% or $317,131 at 6%; with 50% employer match about $317,131 at 4% or $211,421 at 6%; with 100% employer match about $237,848 at 4% or $158,565 at 6%.
Earned Wealth 401(K) Plan-118$25,340,957$2,245,286$19,028iApproximate average salary by contribution assumption: employee only about $475,696 at 4% or $317,131 at 6%; with 50% employer match about $317,131 at 4% or $211,421 at 6%; with 100% employer match about $237,848 at 4% or $158,565 at 6%.
2023189$23,050,492$1,862,014$20,922iApproximate average salary by contribution assumption: employee only about $523,038 at 4% or $348,692 at 6%; with 50% employer match about $348,692 at 4% or $232,461 at 6%; with 100% employer match about $261,519 at 4% or $174,346 at 6%.
Earned Wealth 401(K) Plan-89$23,050,492$1,862,014$20,922iApproximate average salary by contribution assumption: employee only about $523,038 at 4% or $348,692 at 6%; with 50% employer match about $348,692 at 4% or $232,461 at 6%; with 100% employer match about $261,519 at 4% or $174,346 at 6%.
2022186$18,696,544$1,794,220$20,863iApproximate average salary by contribution assumption: employee only about $521,576 at 4% or $347,717 at 6%; with 50% employer match about $347,717 at 4% or $231,811 at 6%; with 100% employer match about $260,788 at 4% or $173,859 at 6%.
Earned Wealth 401(K) Plan-86$18,696,544$1,794,220$20,863iApproximate average salary by contribution assumption: employee only about $521,576 at 4% or $347,717 at 6%; with 50% employer match about $347,717 at 4% or $231,811 at 6%; with 100% employer match about $260,788 at 4% or $173,859 at 6%.
2021179$19,213,900$1,957,637$24,780iApproximate average salary by contribution assumption: employee only about $619,505 at 4% or $413,004 at 6%; with 50% employer match about $413,004 at 4% or $275,336 at 6%; with 100% employer match about $309,753 at 4% or $206,502 at 6%.
Earned Wealth 401(K) Plan-79$19,213,900$1,957,637$24,780iApproximate average salary by contribution assumption: employee only about $619,505 at 4% or $413,004 at 6%; with 50% employer match about $413,004 at 4% or $275,336 at 6%; with 100% employer match about $309,753 at 4% or $206,502 at 6%.
2020179$15,907,822$1,096,269$13,877iApproximate average salary by contribution assumption: employee only about $346,921 at 4% or $231,280 at 6%; with 50% employer match about $231,280 at 4% or $154,187 at 6%; with 100% employer match about $173,460 at 4% or $115,640 at 6%.
Earned Wealth 401(K) Plan-79$15,907,822$1,096,269$13,877iApproximate average salary by contribution assumption: employee only about $346,921 at 4% or $231,280 at 6%; with 50% employer match about $231,280 at 4% or $154,187 at 6%; with 100% employer match about $173,460 at 4% or $115,640 at 6%.
2019172$17,500,114$1,059,429$14,714iApproximate average salary by contribution assumption: employee only about $367,857 at 4% or $245,238 at 6%; with 50% employer match about $245,238 at 4% or $163,492 at 6%; with 100% employer match about $183,929 at 4% or $122,619 at 6%.
Earned Wealth 401(K) Plan-72$17,500,114$1,059,429$14,714iApproximate average salary by contribution assumption: employee only about $367,857 at 4% or $245,238 at 6%; with 50% employer match about $245,238 at 4% or $163,492 at 6%; with 100% employer match about $183,929 at 4% or $122,619 at 6%.
2018172$18,183,620$1,188,353$16,505iApproximate average salary by contribution assumption: employee only about $412,623 at 4% or $275,082 at 6%; with 50% employer match about $275,082 at 4% or $183,388 at 6%; with 100% employer match about $206,311 at 4% or $137,541 at 6%.
Earned Wealth 401(K) Plan-72$18,183,620$1,188,353$16,505iApproximate average salary by contribution assumption: employee only about $412,623 at 4% or $275,082 at 6%; with 50% employer match about $275,082 at 4% or $183,388 at 6%; with 100% employer match about $206,311 at 4% or $137,541 at 6%.
2017193$21,632,783$1,372,307$14,756iApproximate average salary by contribution assumption: employee only about $368,900 at 4% or $245,933 at 6%; with 50% employer match about $245,933 at 4% or $163,955 at 6%; with 100% employer match about $184,450 at 4% or $122,967 at 6%.
Earned Wealth 401(K) Plan-93$21,632,783$1,372,307$14,756iApproximate average salary by contribution assumption: employee only about $368,900 at 4% or $245,933 at 6%; with 50% employer match about $245,933 at 4% or $163,955 at 6%; with 100% employer match about $184,450 at 4% or $122,967 at 6%.
2016188$19,247,321$1,255,895$14,272iApproximate average salary by contribution assumption: employee only about $356,788 at 4% or $237,859 at 6%; with 50% employer match about $237,859 at 4% or $158,573 at 6%; with 100% employer match about $178,394 at 4% or $118,929 at 6%.
Earned Wealth 401(K) Plan-88$19,247,321$1,255,895$14,272iApproximate average salary by contribution assumption: employee only about $356,788 at 4% or $237,859 at 6%; with 50% employer match about $237,859 at 4% or $158,573 at 6%; with 100% employer match about $178,394 at 4% or $118,929 at 6%.
2015181$16,323,685$1,057,016$13,050iApproximate average salary by contribution assumption: employee only about $326,240 at 4% or $217,493 at 6%; with 50% employer match about $217,493 at 4% or $144,995 at 6%; with 100% employer match about $163,120 at 4% or $108,747 at 6%.
Earned Wealth 401(K) Plan-81$16,323,685$1,057,016$13,050iApproximate average salary by contribution assumption: employee only about $326,240 at 4% or $217,493 at 6%; with 50% employer match about $217,493 at 4% or $144,995 at 6%; with 100% employer match about $163,120 at 4% or $108,747 at 6%.
2014179$17,000,947$994,565$12,589iApproximate average salary by contribution assumption: employee only about $314,736 at 4% or $209,824 at 6%; with 50% employer match about $209,824 at 4% or $139,883 at 6%; with 100% employer match about $157,368 at 4% or $104,912 at 6%.
Earned Wealth 401(K) Plan-79$17,000,947$994,565$12,589iApproximate average salary by contribution assumption: employee only about $314,736 at 4% or $209,824 at 6%; with 50% employer match about $209,824 at 4% or $139,883 at 6%; with 100% employer match about $157,368 at 4% or $104,912 at 6%.
2013177$15,504,151$1,049,788$13,634iApproximate average salary by contribution assumption: employee only about $340,840 at 4% or $227,227 at 6%; with 50% employer match about $227,227 at 4% or $151,485 at 6%; with 100% employer match about $170,420 at 4% or $113,613 at 6%.
Earned Wealth 401(K) Plan-77$15,504,151$1,049,788$13,634iApproximate average salary by contribution assumption: employee only about $340,840 at 4% or $227,227 at 6%; with 50% employer match about $227,227 at 4% or $151,485 at 6%; with 100% employer match about $170,420 at 4% or $113,613 at 6%.
2012177$13,601,333$905,132$11,755iApproximate average salary by contribution assumption: employee only about $293,874 at 4% or $195,916 at 6%; with 50% employer match about $195,916 at 4% or $130,611 at 6%; with 100% employer match about $146,937 at 4% or $97,958 at 6%.
Earned Wealth 401(K) Plan-77$13,601,333$905,132$11,755iApproximate average salary by contribution assumption: employee only about $293,874 at 4% or $195,916 at 6%; with 50% employer match about $195,916 at 4% or $130,611 at 6%; with 100% employer match about $146,937 at 4% or $97,958 at 6%.
2011179$11,939,490$836,022$10,583iApproximate average salary by contribution assumption: employee only about $264,564 at 4% or $176,376 at 6%; with 50% employer match about $176,376 at 4% or $117,584 at 6%; with 100% employer match about $132,282 at 4% or $88,188 at 6%.
Earned Wealth 401(K) Plan-79$11,939,490$836,022$10,583iApproximate average salary by contribution assumption: employee only about $264,564 at 4% or $176,376 at 6%; with 50% employer match about $176,376 at 4% or $117,584 at 6%; with 100% employer match about $132,282 at 4% or $88,188 at 6%.
2010176$11,714,736$902,106$11,870iApproximate average salary by contribution assumption: employee only about $296,745 at 4% or $197,830 at 6%; with 50% employer match about $197,830 at 4% or $131,887 at 6%; with 100% employer match about $148,373 at 4% or $98,915 at 6%.
Earned Wealth 401(K) Plan-76$11,714,736$902,106$11,870iApproximate average salary by contribution assumption: employee only about $296,745 at 4% or $197,830 at 6%; with 50% employer match about $197,830 at 4% or $131,887 at 6%; with 100% employer match about $148,373 at 4% or $98,915 at 6%.
2009177$10,529,716$911,183$11,834iApproximate average salary by contribution assumption: employee only about $295,839 at 4% or $197,226 at 6%; with 50% employer match about $197,226 at 4% or $131,484 at 6%; with 100% employer match about $147,919 at 4% or $98,613 at 6%.
Earned Wealth 401(K) Plan-77$10,529,716$911,183$11,834iApproximate average salary by contribution assumption: employee only about $295,839 at 4% or $197,226 at 6%; with 50% employer match about $197,226 at 4% or $131,484 at 6%; with 100% employer match about $147,919 at 4% or $98,613 at 6%.
2008164$0$0-
Earned Wealth 401(K) Plan-64---
2007162$0$0-
Earned Wealth 401(K) Plan-62---
2006161$10,773,592$815,956$13,376iApproximate average salary by contribution assumption: employee only about $334,408 at 4% or $222,939 at 6%; with 50% employer match about $222,939 at 4% or $148,626 at 6%; with 100% employer match about $167,204 at 4% or $111,469 at 6%.
Earned Wealth 401(K) Plan-61$10,773,592$815,956$13,376iApproximate average salary by contribution assumption: employee only about $334,408 at 4% or $222,939 at 6%; with 50% employer match about $222,939 at 4% or $148,626 at 6%; with 100% employer match about $167,204 at 4% or $111,469 at 6%.
2005160$8,796,429$736,209$12,270iApproximate average salary by contribution assumption: employee only about $306,754 at 4% or $204,503 at 6%; with 50% employer match about $204,503 at 4% or $136,335 at 6%; with 100% employer match about $153,377 at 4% or $102,251 at 6%.
Earned Wealth 401(K) Plan-60$8,796,429$736,209$12,270iApproximate average salary by contribution assumption: employee only about $306,754 at 4% or $204,503 at 6%; with 50% employer match about $204,503 at 4% or $136,335 at 6%; with 100% employer match about $153,377 at 4% or $102,251 at 6%.
2004158$8,505,459$687,710$11,857iApproximate average salary by contribution assumption: employee only about $296,427 at 4% or $197,618 at 6%; with 50% employer match about $197,618 at 4% or $131,745 at 6%; with 100% employer match about $148,213 at 4% or $98,809 at 6%.
Earned Wealth 401(K) Plan-58$8,505,459$687,710$11,857iApproximate average salary by contribution assumption: employee only about $296,427 at 4% or $197,618 at 6%; with 50% employer match about $197,618 at 4% or $131,745 at 6%; with 100% employer match about $148,213 at 4% or $98,809 at 6%.
2003154$6,933,025$581,931$10,777iApproximate average salary by contribution assumption: employee only about $269,413 at 4% or $179,608 at 6%; with 50% employer match about $179,608 at 4% or $119,739 at 6%; with 100% employer match about $134,706 at 4% or $89,804 at 6%.
Earned Wealth 401(K) Plan-54$6,933,025$581,931$10,777iApproximate average salary by contribution assumption: employee only about $269,413 at 4% or $179,608 at 6%; with 50% employer match about $179,608 at 4% or $119,739 at 6%; with 100% employer match about $134,706 at 4% or $89,804 at 6%.
2002155$5,098,139$592,561$10,774iApproximate average salary by contribution assumption: employee only about $269,346 at 4% or $179,564 at 6%; with 50% employer match about $179,564 at 4% or $119,709 at 6%; with 100% employer match about $134,673 at 4% or $89,782 at 6%.
Earned Wealth 401(K) Plan-55$5,098,139$592,561$10,774iApproximate average salary by contribution assumption: employee only about $269,346 at 4% or $179,564 at 6%; with 50% employer match about $179,564 at 4% or $119,709 at 6%; with 100% employer match about $134,673 at 4% or $89,782 at 6%.
2001154$4,768,606$111,455$2,064iApproximate average salary by contribution assumption: employee only about $51,600 at 4% or $34,400 at 6%; with 50% employer match about $34,400 at 4% or $22,933 at 6%; with 100% employer match about $25,800 at 4% or $17,200 at 6%.
Earned Wealth 401(K) Plan-54$4,768,606$111,455$2,064iApproximate average salary by contribution assumption: employee only about $51,600 at 4% or $34,400 at 6%; with 50% employer match about $34,400 at 4% or $22,933 at 6%; with 100% employer match about $25,800 at 4% or $17,200 at 6%.
2000151$0$0-
Earned Wealth 401(K) Plan-51---
Earned Wealth Operating Company | EIN 94-3076665 | 2024 Form 5500 Company Profile