Civic Intelligence

Wp Advisors LLC

Plan context: Wp Advisors LLC 401(K) Plan

EIN 94-3323134 • San Francisco, CA • 16 filings • 2 plans

1225 4th St, Ste 317San Francisco, CA 94158
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,105,012

2025 Contributions

$189,226

Historical Graphs

Total Assets Over Time

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

$4,105,012$2,052,506$0201020182025YearValue
$4,105,012Latest year 2025

Participants Over Time

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

530201020182025YearValue
4Latest 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
202514$4,105,012$189,226$47,307iApproximate average salary by contribution assumption: employee only about $1,182,663 at 4% or $788,442 at 6%; with 50% employer match about $788,442 at 4% or $525,628 at 6%; with 100% employer match about $591,331 at 4% or $394,221 at 6%.
Wp Advisors LLC 401(K) Plan-4$4,105,012$189,226$47,307iApproximate average salary by contribution assumption: employee only about $1,182,663 at 4% or $788,442 at 6%; with 50% employer match about $788,442 at 4% or $525,628 at 6%; with 100% employer match about $591,331 at 4% or $394,221 at 6%.
202414$3,285,126$186,200$46,550iApproximate average salary by contribution assumption: employee only about $1,163,750 at 4% or $775,833 at 6%; with 50% employer match about $775,833 at 4% or $517,222 at 6%; with 100% employer match about $581,875 at 4% or $387,917 at 6%.
Wp Advisors LLC 401(K) Plan-4$3,285,126$186,200$46,550iApproximate average salary by contribution assumption: employee only about $1,163,750 at 4% or $775,833 at 6%; with 50% employer match about $775,833 at 4% or $517,222 at 6%; with 100% employer match about $581,875 at 4% or $387,917 at 6%.
202312$2,653,792$171,800$85,900iApproximate average salary by contribution assumption: employee only about $2,147,500 at 4% or $1,431,667 at 6%; with 50% employer match about $1,431,667 at 4% or $954,444 at 6%; with 100% employer match about $1,073,750 at 4% or $715,833 at 6%.
Wp Advisors LLC 401(K) Plan-2$2,653,792$171,800$85,900iApproximate average salary by contribution assumption: employee only about $2,147,500 at 4% or $1,431,667 at 6%; with 50% employer match about $1,431,667 at 4% or $954,444 at 6%; with 100% employer match about $1,073,750 at 4% or $715,833 at 6%.
202214$2,055,318$153,196$38,299iApproximate average salary by contribution assumption: employee only about $957,475 at 4% or $638,317 at 6%; with 50% employer match about $638,317 at 4% or $425,544 at 6%; with 100% employer match about $478,738 at 4% or $319,158 at 6%.
Wp Advisors LLC 401(K) Plan-4$2,055,318$153,196$38,299iApproximate average salary by contribution assumption: employee only about $957,475 at 4% or $638,317 at 6%; with 50% employer match about $638,317 at 4% or $425,544 at 6%; with 100% employer match about $478,738 at 4% or $319,158 at 6%.
202114$2,290,595$779,971$194,993iApproximate average salary by contribution assumption: employee only about $4,874,819 at 4% or $3,249,879 at 6%; with 50% employer match about $3,249,879 at 4% or $2,166,586 at 6%; with 100% employer match about $2,437,409 at 4% or $1,624,940 at 6%.
Wp Advisors LLC 401(K) Plan-4$2,290,595$779,971$194,993iApproximate average salary by contribution assumption: employee only about $4,874,819 at 4% or $3,249,879 at 6%; with 50% employer match about $3,249,879 at 4% or $2,166,586 at 6%; with 100% employer match about $2,437,409 at 4% or $1,624,940 at 6%.
202014$1,384,101$135,972$33,993iApproximate average salary by contribution assumption: employee only about $849,825 at 4% or $566,550 at 6%; with 50% employer match about $566,550 at 4% or $377,700 at 6%; with 100% employer match about $424,913 at 4% or $283,275 at 6%.
Wp Advisors LLC 401(K) Plan-4$1,384,101$135,972$33,993iApproximate average salary by contribution assumption: employee only about $849,825 at 4% or $566,550 at 6%; with 50% employer match about $566,550 at 4% or $377,700 at 6%; with 100% employer match about $424,913 at 4% or $283,275 at 6%.
201914$1,038,040$103,972$25,993iApproximate average salary by contribution assumption: employee only about $649,825 at 4% or $433,217 at 6%; with 50% employer match about $433,217 at 4% or $288,811 at 6%; with 100% employer match about $324,913 at 4% or $216,608 at 6%.
Wp Advisors LLC 401(K) Plan-4$1,038,040$103,972$25,993iApproximate average salary by contribution assumption: employee only about $649,825 at 4% or $433,217 at 6%; with 50% employer match about $433,217 at 4% or $288,811 at 6%; with 100% employer match about $324,913 at 4% or $216,608 at 6%.
201814$821,421$101,462$25,366iApproximate average salary by contribution assumption: employee only about $634,138 at 4% or $422,758 at 6%; with 50% employer match about $422,758 at 4% or $281,839 at 6%; with 100% employer match about $317,069 at 4% or $211,379 at 6%.
Wp Advisors LLC 401(K) Plan-4$821,421$101,462$25,366iApproximate average salary by contribution assumption: employee only about $634,138 at 4% or $422,758 at 6%; with 50% employer match about $422,758 at 4% or $281,839 at 6%; with 100% employer match about $317,069 at 4% or $211,379 at 6%.
201714$740,705$93,535$23,384iApproximate average salary by contribution assumption: employee only about $584,594 at 4% or $389,729 at 6%; with 50% employer match about $389,729 at 4% or $259,819 at 6%; with 100% employer match about $292,297 at 4% or $194,865 at 6%.
Wp Advisors LLC 401(K) Plan-4$740,705$93,535$23,384iApproximate average salary by contribution assumption: employee only about $584,594 at 4% or $389,729 at 6%; with 50% employer match about $389,729 at 4% or $259,819 at 6%; with 100% employer match about $292,297 at 4% or $194,865 at 6%.
201614$598,812$96,500$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.
Wp Advisors LLC 401(K) Plan-4$598,812$96,500$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.
201515$479,728$92,424$18,485iApproximate average salary by contribution assumption: employee only about $462,120 at 4% or $308,080 at 6%; with 50% employer match about $308,080 at 4% or $205,387 at 6%; with 100% employer match about $231,060 at 4% or $154,040 at 6%.
Wp Advisors LLC 401(K) Plan-5$479,728$92,424$18,485iApproximate average salary by contribution assumption: employee only about $462,120 at 4% or $308,080 at 6%; with 50% employer match about $308,080 at 4% or $205,387 at 6%; with 100% employer match about $231,060 at 4% or $154,040 at 6%.
201415$403,551$87,730$17,546iApproximate average salary by contribution assumption: employee only about $438,650 at 4% or $292,433 at 6%; with 50% employer match about $292,433 at 4% or $194,956 at 6%; with 100% employer match about $219,325 at 4% or $146,217 at 6%.
Wp Advisors LLC 401(K) Plan-5$403,551$87,730$17,546iApproximate average salary by contribution assumption: employee only about $438,650 at 4% or $292,433 at 6%; with 50% employer match about $292,433 at 4% or $194,956 at 6%; with 100% employer match about $219,325 at 4% or $146,217 at 6%.
201314$304,899$82,926$20,732iApproximate average salary by contribution assumption: employee only about $518,288 at 4% or $345,525 at 6%; with 50% employer match about $345,525 at 4% or $230,350 at 6%; with 100% employer match about $259,144 at 4% or $172,763 at 6%.
Wp Advisors LLC 401(K) Plan-4$304,899$82,926$20,732iApproximate average salary by contribution assumption: employee only about $518,288 at 4% or $345,525 at 6%; with 50% employer match about $345,525 at 4% or $230,350 at 6%; with 100% employer match about $259,144 at 4% or $172,763 at 6%.
201213$181,566$74,952$24,984iApproximate average salary by contribution assumption: employee only about $624,600 at 4% or $416,400 at 6%; with 50% employer match about $416,400 at 4% or $277,600 at 6%; with 100% employer match about $312,300 at 4% or $208,200 at 6%.
Wp Advisors LLC 401(K) Plan-3$181,566$74,952$24,984iApproximate average salary by contribution assumption: employee only about $624,600 at 4% or $416,400 at 6%; with 50% employer match about $416,400 at 4% or $277,600 at 6%; with 100% employer match about $312,300 at 4% or $208,200 at 6%.
201114$95,436$74,097$18,524iApproximate average salary by contribution assumption: employee only about $463,106 at 4% or $308,738 at 6%; with 50% employer match about $308,738 at 4% or $205,825 at 6%; with 100% employer match about $231,553 at 4% or $154,369 at 6%.
Wp Advisors LLC 401(K) Plan-4$95,436$74,097$18,524iApproximate average salary by contribution assumption: employee only about $463,106 at 4% or $308,738 at 6%; with 50% employer match about $308,738 at 4% or $205,825 at 6%; with 100% employer match about $231,553 at 4% or $154,369 at 6%.
201012$24,943$22,630$11,315iApproximate average salary by contribution assumption: employee only about $282,875 at 4% or $188,583 at 6%; with 50% employer match about $188,583 at 4% or $125,722 at 6%; with 100% employer match about $141,438 at 4% or $94,292 at 6%.
Wp Advisors LLC 401(K) Plan-2$24,943$22,630$11,315iApproximate average salary by contribution assumption: employee only about $282,875 at 4% or $188,583 at 6%; with 50% employer match about $188,583 at 4% or $125,722 at 6%; with 100% employer match about $141,438 at 4% or $94,292 at 6%.