Civic Intelligence

Wetherby Asset Management Inc.

Plan context: Wetherby Asset Management 401K Profit Sharing Plan

EIN 94-3112753 • San Francisco, CA • 28 filings • 3 plans

580 California Street8th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2023

2023 Participants

97

2023 Assets

$24,859,435

2023 Contributions

$2,198,734

Historical Graphs

Total Assets Over Time

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

$24,859,435$12,429,718$0199920122023YearValue
$24,859,435Latest year 2023

Participants Over Time

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

97490199920122023YearValue
97Latest year 2023

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
2023197$24,859,435$2,198,734$22,667iApproximate average salary by contribution assumption: employee only about $566,684 at 4% or $377,789 at 6%; with 50% employer match about $377,789 at 4% or $251,860 at 6%; with 100% employer match about $283,342 at 4% or $188,895 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-97$24,859,435$2,198,734$22,667iApproximate average salary by contribution assumption: employee only about $566,684 at 4% or $377,789 at 6%; with 50% employer match about $377,789 at 4% or $251,860 at 6%; with 100% employer match about $283,342 at 4% or $188,895 at 6%.
2022192$19,079,495$1,350,698$14,682iApproximate average salary by contribution assumption: employee only about $367,038 at 4% or $244,692 at 6%; with 50% employer match about $244,692 at 4% or $163,128 at 6%; with 100% employer match about $183,519 at 4% or $122,346 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-92$19,079,495$1,350,698$14,682iApproximate average salary by contribution assumption: employee only about $367,038 at 4% or $244,692 at 6%; with 50% employer match about $244,692 at 4% or $163,128 at 6%; with 100% employer match about $183,519 at 4% or $122,346 at 6%.
2021182$21,910,289$2,795,843$34,096iApproximate average salary by contribution assumption: employee only about $852,391 at 4% or $568,261 at 6%; with 50% employer match about $568,261 at 4% or $378,841 at 6%; with 100% employer match about $426,196 at 4% or $284,130 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-82$21,910,289$2,795,843$34,096iApproximate average salary by contribution assumption: employee only about $852,391 at 4% or $568,261 at 6%; with 50% employer match about $568,261 at 4% or $378,841 at 6%; with 100% employer match about $426,196 at 4% or $284,130 at 6%.
2020173$17,092,004$1,445,282$19,798iApproximate average salary by contribution assumption: employee only about $494,960 at 4% or $329,973 at 6%; with 50% employer match about $329,973 at 4% or $219,982 at 6%; with 100% employer match about $247,480 at 4% or $164,987 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-73$17,092,004$1,445,282$19,798iApproximate average salary by contribution assumption: employee only about $494,960 at 4% or $329,973 at 6%; with 50% employer match about $329,973 at 4% or $219,982 at 6%; with 100% employer match about $247,480 at 4% or $164,987 at 6%.
2019163$17,022,948$1,513,539$24,024iApproximate average salary by contribution assumption: employee only about $600,611 at 4% or $400,407 at 6%; with 50% employer match about $400,407 at 4% or $266,938 at 6%; with 100% employer match about $300,305 at 4% or $200,204 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-63$17,022,948$1,513,539$24,024iApproximate average salary by contribution assumption: employee only about $600,611 at 4% or $400,407 at 6%; with 50% employer match about $400,407 at 4% or $266,938 at 6%; with 100% employer match about $300,305 at 4% or $200,204 at 6%.
2018155$14,149,746$1,463,640$26,612iApproximate average salary by contribution assumption: employee only about $665,291 at 4% or $443,527 at 6%; with 50% employer match about $443,527 at 4% or $295,685 at 6%; with 100% employer match about $332,645 at 4% or $221,764 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-55$14,149,746$1,463,640$26,612iApproximate average salary by contribution assumption: employee only about $665,291 at 4% or $443,527 at 6%; with 50% employer match about $443,527 at 4% or $295,685 at 6%; with 100% employer match about $332,645 at 4% or $221,764 at 6%.
2017154$15,057,870$1,311,916$24,295iApproximate average salary by contribution assumption: employee only about $607,369 at 4% or $404,912 at 6%; with 50% employer match about $404,912 at 4% or $269,942 at 6%; with 100% employer match about $303,684 at 4% or $202,456 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-54$15,057,870$1,311,916$24,295iApproximate average salary by contribution assumption: employee only about $607,369 at 4% or $404,912 at 6%; with 50% employer match about $404,912 at 4% or $269,942 at 6%; with 100% employer match about $303,684 at 4% or $202,456 at 6%.
2016151$13,018,793$1,122,217$22,004iApproximate average salary by contribution assumption: employee only about $550,106 at 4% or $366,738 at 6%; with 50% employer match about $366,738 at 4% or $244,492 at 6%; with 100% employer match about $275,053 at 4% or $183,369 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-51$13,018,793$1,122,217$22,004iApproximate average salary by contribution assumption: employee only about $550,106 at 4% or $366,738 at 6%; with 50% employer match about $366,738 at 4% or $244,492 at 6%; with 100% employer match about $275,053 at 4% or $183,369 at 6%.
2015150$11,158,152$1,491,990$29,840iApproximate average salary by contribution assumption: employee only about $745,995 at 4% or $497,330 at 6%; with 50% employer match about $497,330 at 4% or $331,553 at 6%; with 100% employer match about $372,998 at 4% or $248,665 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-50$11,158,152$1,491,990$29,840iApproximate average salary by contribution assumption: employee only about $745,995 at 4% or $497,330 at 6%; with 50% employer match about $497,330 at 4% or $331,553 at 6%; with 100% employer match about $372,998 at 4% or $248,665 at 6%.
2014146$10,492,981$1,055,713$22,950iApproximate average salary by contribution assumption: employee only about $573,757 at 4% or $382,505 at 6%; with 50% employer match about $382,505 at 4% or $255,003 at 6%; with 100% employer match about $286,879 at 4% or $191,252 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-46$10,492,981$1,055,713$22,950iApproximate average salary by contribution assumption: employee only about $573,757 at 4% or $382,505 at 6%; with 50% employer match about $382,505 at 4% or $255,003 at 6%; with 100% employer match about $286,879 at 4% or $191,252 at 6%.
2013142$9,899,975$1,206,193$28,719iApproximate average salary by contribution assumption: employee only about $717,972 at 4% or $478,648 at 6%; with 50% employer match about $478,648 at 4% or $319,099 at 6%; with 100% employer match about $358,986 at 4% or $239,324 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-42$9,899,975$1,206,193$28,719iApproximate average salary by contribution assumption: employee only about $717,972 at 4% or $478,648 at 6%; with 50% employer match about $478,648 at 4% or $319,099 at 6%; with 100% employer match about $358,986 at 4% or $239,324 at 6%.
2012147$7,938,820$829,638$17,652iApproximate average salary by contribution assumption: employee only about $441,297 at 4% or $294,198 at 6%; with 50% employer match about $294,198 at 4% or $196,132 at 6%; with 100% employer match about $220,648 at 4% or $147,099 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-47$7,938,820$829,638$17,652iApproximate average salary by contribution assumption: employee only about $441,297 at 4% or $294,198 at 6%; with 50% employer match about $294,198 at 4% or $196,132 at 6%; with 100% employer match about $220,648 at 4% or $147,099 at 6%.
2011143$7,437,011$893,153$20,771iApproximate average salary by contribution assumption: employee only about $519,275 at 4% or $346,183 at 6%; with 50% employer match about $346,183 at 4% or $230,789 at 6%; with 100% employer match about $259,638 at 4% or $173,092 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-43$7,437,011$893,153$20,771iApproximate average salary by contribution assumption: employee only about $519,275 at 4% or $346,183 at 6%; with 50% employer match about $346,183 at 4% or $230,789 at 6%; with 100% employer match about $259,638 at 4% or $173,092 at 6%.
2010142$7,261,172$904,383$21,533iApproximate average salary by contribution assumption: employee only about $538,323 at 4% or $358,882 at 6%; with 50% employer match about $358,882 at 4% or $239,255 at 6%; with 100% employer match about $269,162 at 4% or $179,441 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-42$7,261,172$904,383$21,533iApproximate average salary by contribution assumption: employee only about $538,323 at 4% or $358,882 at 6%; with 50% employer match about $358,882 at 4% or $239,255 at 6%; with 100% employer match about $269,162 at 4% or $179,441 at 6%.
2009147$5,453,561$655,845$13,954iApproximate average salary by contribution assumption: employee only about $348,854 at 4% or $232,569 at 6%; with 50% employer match about $232,569 at 4% or $155,046 at 6%; with 100% employer match about $174,427 at 4% or $116,285 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-47$5,453,561$655,845$13,954iApproximate average salary by contribution assumption: employee only about $348,854 at 4% or $232,569 at 6%; with 50% employer match about $232,569 at 4% or $155,046 at 6%; with 100% employer match about $174,427 at 4% or $116,285 at 6%.
2008140$3,873,193$1,336,013$33,400iApproximate average salary by contribution assumption: employee only about $835,008 at 4% or $556,672 at 6%; with 50% employer match about $556,672 at 4% or $371,115 at 6%; with 100% employer match about $417,504 at 4% or $278,336 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-40$3,873,193$1,336,013$33,400iApproximate average salary by contribution assumption: employee only about $835,008 at 4% or $556,672 at 6%; with 50% employer match about $556,672 at 4% or $371,115 at 6%; with 100% employer match about $417,504 at 4% or $278,336 at 6%.
2006122$3,519,695$604,017$27,455iApproximate average salary by contribution assumption: employee only about $686,383 at 4% or $457,589 at 6%; with 50% employer match about $457,589 at 4% or $305,059 at 6%; with 100% employer match about $343,191 at 4% or $228,794 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-22$3,519,695$604,017$27,455iApproximate average salary by contribution assumption: employee only about $686,383 at 4% or $457,589 at 6%; with 50% employer match about $457,589 at 4% or $305,059 at 6%; with 100% employer match about $343,191 at 4% or $228,794 at 6%.
2005118$2,557,419$726,277$40,349iApproximate average salary by contribution assumption: employee only about $1,008,718 at 4% or $672,479 at 6%; with 50% employer match about $672,479 at 4% or $448,319 at 6%; with 100% employer match about $504,359 at 4% or $336,239 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-18$2,557,419$726,277$40,349iApproximate average salary by contribution assumption: employee only about $1,008,718 at 4% or $672,479 at 6%; with 50% employer match about $672,479 at 4% or $448,319 at 6%; with 100% employer match about $504,359 at 4% or $336,239 at 6%.
2004114$1,663,410$366,612$26,187iApproximate average salary by contribution assumption: employee only about $654,664 at 4% or $436,443 at 6%; with 50% employer match about $436,443 at 4% or $290,962 at 6%; with 100% employer match about $327,332 at 4% or $218,221 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-14$1,663,410$366,612$26,187iApproximate average salary by contribution assumption: employee only about $654,664 at 4% or $436,443 at 6%; with 50% employer match about $436,443 at 4% or $290,962 at 6%; with 100% employer match about $327,332 at 4% or $218,221 at 6%.
2003111$1,149,686$240,969$21,906iApproximate average salary by contribution assumption: employee only about $547,657 at 4% or $365,105 at 6%; with 50% employer match about $365,105 at 4% or $243,403 at 6%; with 100% employer match about $273,828 at 4% or $182,552 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-11$1,149,686$240,969$21,906iApproximate average salary by contribution assumption: employee only about $547,657 at 4% or $365,105 at 6%; with 50% employer match about $365,105 at 4% or $243,403 at 6%; with 100% employer match about $273,828 at 4% or $182,552 at 6%.
2002210$801,700$206,951$20,695iApproximate average salary by contribution assumption: employee only about $517,377 at 4% or $344,918 at 6%; with 50% employer match about $344,918 at 4% or $229,946 at 6%; with 100% employer match about $258,689 at 4% or $172,459 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-10$801,700$206,951$20,695iApproximate average salary by contribution assumption: employee only about $517,377 at 4% or $344,918 at 6%; with 50% employer match about $344,918 at 4% or $229,946 at 6%; with 100% employer match about $258,689 at 4% or $172,459 at 6%.
Wetherby Asset Management Pension Plan-0---
200128$598,400$168,221$21,028iApproximate average salary by contribution assumption: employee only about $525,691 at 4% or $350,460 at 6%; with 50% employer match about $350,460 at 4% or $233,640 at 6%; with 100% employer match about $262,845 at 4% or $175,230 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-8$332,215$103,743$12,968iApproximate average salary by contribution assumption: employee only about $324,197 at 4% or $216,131 at 6%; with 50% employer match about $216,131 at 4% or $144,088 at 6%; with 100% employer match about $162,098 at 4% or $108,066 at 6%.
Wetherby Asset Management Pension Plan-8$266,185$64,478$8,060iApproximate average salary by contribution assumption: employee only about $201,494 at 4% or $134,329 at 6%; with 50% employer match about $134,329 at 4% or $89,553 at 6%; with 100% employer match about $100,747 at 4% or $67,165 at 6%.
200024$0$0-
Wetherby Asset Management Pension Plan-4---
Wetherby Asset Management 401K Profit Sharing Plan-4---
199925$562,882$129,801$25,960iApproximate average salary by contribution assumption: employee only about $649,005 at 4% or $432,670 at 6%; with 50% employer match about $432,670 at 4% or $288,447 at 6%; with 100% employer match about $324,503 at 4% or $216,335 at 6%.
Wetherby Asset Management 401K Profit Sharing Plan-5$328,647$75,302$15,060iApproximate average salary by contribution assumption: employee only about $376,510 at 4% or $251,007 at 6%; with 50% employer match about $251,007 at 4% or $167,338 at 6%; with 100% employer match about $188,255 at 4% or $125,503 at 6%.
Wetherby Asset Management Pension Plan-5$234,235$54,499$10,900iApproximate average salary by contribution assumption: employee only about $272,495 at 4% or $181,663 at 6%; with 50% employer match about $181,663 at 4% or $121,109 at 6%; with 100% employer match about $136,248 at 4% or $90,832 at 6%.
Wetherby Asset Management Inc. | EIN 94-3112753 | 2023 Form 5500 Company Profile