Civic Intelligence

5T Wealth Management LLC

Plan context: 5T Wealth Management LLC 401K Profit Sharing Plan

EIN 94-3305250 • Napa, CA • 19 filings • 3 plans

595 Coombs StreetNapa, CA 94559
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,564,503

2024 Contributions

$208,602

Historical Graphs

Total Assets Over Time

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

$1,564,503$782,252$0200620162024YearValue
$1,564,503Latest year 2024

Participants Over Time

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

950200620152024YearValue
7Latest 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
202417$1,564,503$208,602$29,800iApproximate average salary by contribution assumption: employee only about $745,007 at 4% or $496,671 at 6%; with 50% employer match about $496,671 at 4% or $331,114 at 6%; with 100% employer match about $372,504 at 4% or $248,336 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$1,564,503$208,602$29,800iApproximate average salary by contribution assumption: employee only about $745,007 at 4% or $496,671 at 6%; with 50% employer match about $496,671 at 4% or $331,114 at 6%; with 100% employer match about $372,504 at 4% or $248,336 at 6%.
202317$1,238,603$152,557$21,794iApproximate average salary by contribution assumption: employee only about $544,846 at 4% or $363,231 at 6%; with 50% employer match about $363,231 at 4% or $242,154 at 6%; with 100% employer match about $272,423 at 4% or $181,615 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$1,238,603$152,557$21,794iApproximate average salary by contribution assumption: employee only about $544,846 at 4% or $363,231 at 6%; with 50% employer match about $363,231 at 4% or $242,154 at 6%; with 100% employer match about $272,423 at 4% or $181,615 at 6%.
202217$1,009,700$48,378$6,911iApproximate average salary by contribution assumption: employee only about $172,779 at 4% or $115,186 at 6%; with 50% employer match about $115,186 at 4% or $76,790 at 6%; with 100% employer match about $86,389 at 4% or $57,593 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$1,009,700$48,378$6,911iApproximate average salary by contribution assumption: employee only about $172,779 at 4% or $115,186 at 6%; with 50% employer match about $115,186 at 4% or $76,790 at 6%; with 100% employer match about $86,389 at 4% or $57,593 at 6%.
202117$1,099,859$52,819$7,546iApproximate average salary by contribution assumption: employee only about $188,639 at 4% or $125,760 at 6%; with 50% employer match about $125,760 at 4% or $83,840 at 6%; with 100% employer match about $94,320 at 4% or $62,880 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$1,099,859$52,819$7,546iApproximate average salary by contribution assumption: employee only about $188,639 at 4% or $125,760 at 6%; with 50% employer match about $125,760 at 4% or $83,840 at 6%; with 100% employer match about $94,320 at 4% or $62,880 at 6%.
202017$1,010,646$102,950$14,707iApproximate average salary by contribution assumption: employee only about $367,679 at 4% or $245,119 at 6%; with 50% employer match about $245,119 at 4% or $163,413 at 6%; with 100% employer match about $183,839 at 4% or $122,560 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$1,010,646$102,950$14,707iApproximate average salary by contribution assumption: employee only about $367,679 at 4% or $245,119 at 6%; with 50% employer match about $245,119 at 4% or $163,413 at 6%; with 100% employer match about $183,839 at 4% or $122,560 at 6%.
201918$1,159,703$124,121$15,515iApproximate average salary by contribution assumption: employee only about $387,878 at 4% or $258,585 at 6%; with 50% employer match about $258,585 at 4% or $172,390 at 6%; with 100% employer match about $193,939 at 4% or $129,293 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-8$1,159,703$124,121$15,515iApproximate average salary by contribution assumption: employee only about $387,878 at 4% or $258,585 at 6%; with 50% employer match about $258,585 at 4% or $172,390 at 6%; with 100% employer match about $193,939 at 4% or $129,293 at 6%.
201819$934,437$142,315$15,813iApproximate average salary by contribution assumption: employee only about $395,319 at 4% or $263,546 at 6%; with 50% employer match about $263,546 at 4% or $175,698 at 6%; with 100% employer match about $197,660 at 4% or $131,773 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-9$934,437$142,315$15,813iApproximate average salary by contribution assumption: employee only about $395,319 at 4% or $263,546 at 6%; with 50% employer match about $263,546 at 4% or $175,698 at 6%; with 100% employer match about $197,660 at 4% or $131,773 at 6%.
201719$841,803$348,435$38,715iApproximate average salary by contribution assumption: employee only about $967,875 at 4% or $645,250 at 6%; with 50% employer match about $645,250 at 4% or $430,167 at 6%; with 100% employer match about $483,938 at 4% or $322,625 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-9$841,803$348,435$38,715iApproximate average salary by contribution assumption: employee only about $967,875 at 4% or $645,250 at 6%; with 50% employer match about $645,250 at 4% or $430,167 at 6%; with 100% employer match about $483,938 at 4% or $322,625 at 6%.
201617$472,369$143,062$20,437iApproximate average salary by contribution assumption: employee only about $510,936 at 4% or $340,624 at 6%; with 50% employer match about $340,624 at 4% or $227,083 at 6%; with 100% employer match about $255,468 at 4% or $170,312 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$472,369$143,062$20,437iApproximate average salary by contribution assumption: employee only about $510,936 at 4% or $340,624 at 6%; with 50% employer match about $340,624 at 4% or $227,083 at 6%; with 100% employer match about $255,468 at 4% or $170,312 at 6%.
201518$736,386$105,907$13,238iApproximate average salary by contribution assumption: employee only about $330,959 at 4% or $220,640 at 6%; with 50% employer match about $220,640 at 4% or $147,093 at 6%; with 100% employer match about $165,480 at 4% or $110,320 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-8$736,386$105,907$13,238iApproximate average salary by contribution assumption: employee only about $330,959 at 4% or $220,640 at 6%; with 50% employer match about $220,640 at 4% or $147,093 at 6%; with 100% employer match about $165,480 at 4% or $110,320 at 6%.
201417$676,616$153,359$21,908iApproximate average salary by contribution assumption: employee only about $547,711 at 4% or $365,140 at 6%; with 50% employer match about $365,140 at 4% or $243,427 at 6%; with 100% employer match about $273,855 at 4% or $182,570 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$676,616$153,359$21,908iApproximate average salary by contribution assumption: employee only about $547,711 at 4% or $365,140 at 6%; with 50% employer match about $365,140 at 4% or $243,427 at 6%; with 100% employer match about $273,855 at 4% or $182,570 at 6%.
201314$515,402$117,641$29,410iApproximate average salary by contribution assumption: employee only about $735,256 at 4% or $490,171 at 6%; with 50% employer match about $490,171 at 4% or $326,781 at 6%; with 100% employer match about $367,628 at 4% or $245,085 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-4$515,402$117,641$29,410iApproximate average salary by contribution assumption: employee only about $735,256 at 4% or $490,171 at 6%; with 50% employer match about $490,171 at 4% or $326,781 at 6%; with 100% employer match about $367,628 at 4% or $245,085 at 6%.
201215$381,311$112,156$22,431iApproximate average salary by contribution assumption: employee only about $560,780 at 4% or $373,853 at 6%; with 50% employer match about $373,853 at 4% or $249,236 at 6%; with 100% employer match about $280,390 at 4% or $186,927 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-5$381,311$112,156$22,431iApproximate average salary by contribution assumption: employee only about $560,780 at 4% or $373,853 at 6%; with 50% employer match about $373,853 at 4% or $249,236 at 6%; with 100% employer match about $280,390 at 4% or $186,927 at 6%.
201115$266,550$31,040$6,208iApproximate average salary by contribution assumption: employee only about $155,200 at 4% or $103,467 at 6%; with 50% employer match about $103,467 at 4% or $68,978 at 6%; with 100% employer match about $77,600 at 4% or $51,733 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-5$266,550$31,040$6,208iApproximate average salary by contribution assumption: employee only about $155,200 at 4% or $103,467 at 6%; with 50% employer match about $103,467 at 4% or $68,978 at 6%; with 100% employer match about $77,600 at 4% or $51,733 at 6%.
201017$309,475$112,842$16,120iApproximate average salary by contribution assumption: employee only about $403,007 at 4% or $268,671 at 6%; with 50% employer match about $268,671 at 4% or $179,114 at 6%; with 100% employer match about $201,504 at 4% or $134,336 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$309,475$112,842$16,120iApproximate average salary by contribution assumption: employee only about $403,007 at 4% or $268,671 at 6%; with 50% employer match about $268,671 at 4% or $179,114 at 6%; with 100% employer match about $201,504 at 4% or $134,336 at 6%.
200917$217,498$116,795$16,685iApproximate average salary by contribution assumption: employee only about $417,125 at 4% or $278,083 at 6%; with 50% employer match about $278,083 at 4% or $185,389 at 6%; with 100% employer match about $208,563 at 4% or $139,042 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-7$217,498$116,795$16,685iApproximate average salary by contribution assumption: employee only about $417,125 at 4% or $278,083 at 6%; with 50% employer match about $278,083 at 4% or $185,389 at 6%; with 100% employer match about $208,563 at 4% or $139,042 at 6%.
200815$0$0-
5T Wealth Management LLC 401K Profit Sharing Plan-5---
200715$0$0-
5T Wealth Management LLC 401K Profit Sharing Plan-5---
200615$74,765$74,268$14,854iApproximate average salary by contribution assumption: employee only about $371,340 at 4% or $247,560 at 6%; with 50% employer match about $247,560 at 4% or $165,040 at 6%; with 100% employer match about $185,670 at 4% or $123,780 at 6%.
5T Wealth Management LLC 401K Profit Sharing Plan-5$74,765$74,268$14,854iApproximate average salary by contribution assumption: employee only about $371,340 at 4% or $247,560 at 6%; with 50% employer match about $247,560 at 4% or $165,040 at 6%; with 100% employer match about $185,670 at 4% or $123,780 at 6%.