Civic Intelligence

Shira Ridge Wealth Management

Plan context: Shira Ridge Wealth Management Profit Sharing 401(K) Plan

EIN 94-3368126 • San Rafael, CA • 18 filings • 3 plans

999 Fifth Avenue, Suite 590San Rafael, CA 94901
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,516,984

2024 Contributions

$1,235,901

Historical Graphs

Total Assets Over Time

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

$2,516,984$1,258,492$0200720162024YearValue
$2,516,984Latest year 2024

Participants Over Time

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

630200720162024YearValue
6Latest 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
202416$2,516,984$1,235,901$205,984iApproximate average salary by contribution assumption: employee only about $5,149,588 at 4% or $3,433,058 at 6%; with 50% employer match about $3,433,058 at 4% or $2,288,706 at 6%; with 100% employer match about $2,574,794 at 4% or $1,716,529 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-6$2,516,984$1,235,901$205,984iApproximate average salary by contribution assumption: employee only about $5,149,588 at 4% or $3,433,058 at 6%; with 50% employer match about $3,433,058 at 4% or $2,288,706 at 6%; with 100% employer match about $2,574,794 at 4% or $1,716,529 at 6%.
202315$1,134,458$95,511$19,102iApproximate average salary by contribution assumption: employee only about $477,555 at 4% or $318,370 at 6%; with 50% employer match about $318,370 at 4% or $212,247 at 6%; with 100% employer match about $238,778 at 4% or $159,185 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-5$1,134,458$95,511$19,102iApproximate average salary by contribution assumption: employee only about $477,555 at 4% or $318,370 at 6%; with 50% employer match about $318,370 at 4% or $212,247 at 6%; with 100% employer match about $238,778 at 4% or $159,185 at 6%.
202214$867,836$75,697$18,924iApproximate average salary by contribution assumption: employee only about $473,106 at 4% or $315,404 at 6%; with 50% employer match about $315,404 at 4% or $210,269 at 6%; with 100% employer match about $236,553 at 4% or $157,702 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$867,836$75,697$18,924iApproximate average salary by contribution assumption: employee only about $473,106 at 4% or $315,404 at 6%; with 50% employer match about $315,404 at 4% or $210,269 at 6%; with 100% employer match about $236,553 at 4% or $157,702 at 6%.
202114$993,605$71,609$17,902iApproximate average salary by contribution assumption: employee only about $447,556 at 4% or $298,371 at 6%; with 50% employer match about $298,371 at 4% or $198,914 at 6%; with 100% employer match about $223,778 at 4% or $149,185 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$993,605$71,609$17,902iApproximate average salary by contribution assumption: employee only about $447,556 at 4% or $298,371 at 6%; with 50% employer match about $298,371 at 4% or $198,914 at 6%; with 100% employer match about $223,778 at 4% or $149,185 at 6%.
202014$798,929$69,186$17,297iApproximate average salary by contribution assumption: employee only about $432,413 at 4% or $288,275 at 6%; with 50% employer match about $288,275 at 4% or $192,183 at 6%; with 100% employer match about $216,206 at 4% or $144,138 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$798,929$69,186$17,297iApproximate average salary by contribution assumption: employee only about $432,413 at 4% or $288,275 at 6%; with 50% employer match about $288,275 at 4% or $192,183 at 6%; with 100% employer match about $216,206 at 4% or $144,138 at 6%.
201914$607,133$66,095$16,524iApproximate average salary by contribution assumption: employee only about $413,094 at 4% or $275,396 at 6%; with 50% employer match about $275,396 at 4% or $183,597 at 6%; with 100% employer match about $206,547 at 4% or $137,698 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$607,133$66,095$16,524iApproximate average salary by contribution assumption: employee only about $413,094 at 4% or $275,396 at 6%; with 50% employer match about $275,396 at 4% or $183,597 at 6%; with 100% employer match about $206,547 at 4% or $137,698 at 6%.
201814$439,786$62,308$15,577iApproximate average salary by contribution assumption: employee only about $389,425 at 4% or $259,617 at 6%; with 50% employer match about $259,617 at 4% or $173,078 at 6%; with 100% employer match about $194,713 at 4% or $129,808 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$439,786$62,308$15,577iApproximate average salary by contribution assumption: employee only about $389,425 at 4% or $259,617 at 6%; with 50% employer match about $259,617 at 4% or $173,078 at 6%; with 100% employer match about $194,713 at 4% or $129,808 at 6%.
201714$429,089$60,273$15,068iApproximate average salary by contribution assumption: employee only about $376,706 at 4% or $251,138 at 6%; with 50% employer match about $251,138 at 4% or $167,425 at 6%; with 100% employer match about $188,353 at 4% or $125,569 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$429,089$60,273$15,068iApproximate average salary by contribution assumption: employee only about $376,706 at 4% or $251,138 at 6%; with 50% employer match about $251,138 at 4% or $167,425 at 6%; with 100% employer match about $188,353 at 4% or $125,569 at 6%.
201614$316,755$46,937$11,734iApproximate average salary by contribution assumption: employee only about $293,356 at 4% or $195,571 at 6%; with 50% employer match about $195,571 at 4% or $130,381 at 6%; with 100% employer match about $146,678 at 4% or $97,785 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$316,755$46,937$11,734iApproximate average salary by contribution assumption: employee only about $293,356 at 4% or $195,571 at 6%; with 50% employer match about $195,571 at 4% or $130,381 at 6%; with 100% employer match about $146,678 at 4% or $97,785 at 6%.
201514$251,169$37,664$9,416iApproximate average salary by contribution assumption: employee only about $235,400 at 4% or $156,933 at 6%; with 50% employer match about $156,933 at 4% or $104,622 at 6%; with 100% employer match about $117,700 at 4% or $78,467 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$251,169$37,664$9,416iApproximate average salary by contribution assumption: employee only about $235,400 at 4% or $156,933 at 6%; with 50% employer match about $156,933 at 4% or $104,622 at 6%; with 100% employer match about $117,700 at 4% or $78,467 at 6%.
201414$217,142$47,550$11,888iApproximate average salary by contribution assumption: employee only about $297,188 at 4% or $198,125 at 6%; with 50% employer match about $198,125 at 4% or $132,083 at 6%; with 100% employer match about $148,594 at 4% or $99,063 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$217,142$47,550$11,888iApproximate average salary by contribution assumption: employee only about $297,188 at 4% or $198,125 at 6%; with 50% employer match about $198,125 at 4% or $132,083 at 6%; with 100% employer match about $148,594 at 4% or $99,063 at 6%.
201314$161,123$26,566$6,642iApproximate average salary by contribution assumption: employee only about $166,038 at 4% or $110,692 at 6%; with 50% employer match about $110,692 at 4% or $73,794 at 6%; with 100% employer match about $83,019 at 4% or $55,346 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$161,123$26,566$6,642iApproximate average salary by contribution assumption: employee only about $166,038 at 4% or $110,692 at 6%; with 50% employer match about $110,692 at 4% or $73,794 at 6%; with 100% employer match about $83,019 at 4% or $55,346 at 6%.
201214$128,506$9,819$2,455iApproximate average salary by contribution assumption: employee only about $61,369 at 4% or $40,913 at 6%; with 50% employer match about $40,913 at 4% or $27,275 at 6%; with 100% employer match about $30,684 at 4% or $20,456 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$128,506$9,819$2,455iApproximate average salary by contribution assumption: employee only about $61,369 at 4% or $40,913 at 6%; with 50% employer match about $40,913 at 4% or $27,275 at 6%; with 100% employer match about $30,684 at 4% or $20,456 at 6%.
201113$115,345$18,268$6,089iApproximate average salary by contribution assumption: employee only about $152,233 at 4% or $101,489 at 6%; with 50% employer match about $101,489 at 4% or $67,659 at 6%; with 100% employer match about $76,117 at 4% or $50,744 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-3$115,345$18,268$6,089iApproximate average salary by contribution assumption: employee only about $152,233 at 4% or $101,489 at 6%; with 50% employer match about $101,489 at 4% or $67,659 at 6%; with 100% employer match about $76,117 at 4% or $50,744 at 6%.
201013$96,214$20,505$6,835iApproximate average salary by contribution assumption: employee only about $170,875 at 4% or $113,917 at 6%; with 50% employer match about $113,917 at 4% or $75,944 at 6%; with 100% employer match about $85,438 at 4% or $56,958 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-3$96,214$20,505$6,835iApproximate average salary by contribution assumption: employee only about $170,875 at 4% or $113,917 at 6%; with 50% employer match about $113,917 at 4% or $75,944 at 6%; with 100% employer match about $85,438 at 4% or $56,958 at 6%.
200913$75,657$19,285$6,428iApproximate average salary by contribution assumption: employee only about $160,708 at 4% or $107,139 at 6%; with 50% employer match about $107,139 at 4% or $71,426 at 6%; with 100% employer match about $80,354 at 4% or $53,569 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-3$75,657$19,285$6,428iApproximate average salary by contribution assumption: employee only about $160,708 at 4% or $107,139 at 6%; with 50% employer match about $107,139 at 4% or $71,426 at 6%; with 100% employer match about $80,354 at 4% or $53,569 at 6%.
200813$48,782$24,971$8,324iApproximate average salary by contribution assumption: employee only about $208,092 at 4% or $138,728 at 6%; with 50% employer match about $138,728 at 4% or $92,485 at 6%; with 100% employer match about $104,046 at 4% or $69,364 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-3$48,782$24,971$8,324iApproximate average salary by contribution assumption: employee only about $208,092 at 4% or $138,728 at 6%; with 50% employer match about $138,728 at 4% or $92,485 at 6%; with 100% employer match about $104,046 at 4% or $69,364 at 6%.
200714$33,900$33,900$8,475iApproximate average salary by contribution assumption: employee only about $211,875 at 4% or $141,250 at 6%; with 50% employer match about $141,250 at 4% or $94,167 at 6%; with 100% employer match about $105,938 at 4% or $70,625 at 6%.
Shira Ridge Wealth Management Profit Sharing 401(K) Plan-4$33,900$33,900$8,475iApproximate average salary by contribution assumption: employee only about $211,875 at 4% or $141,250 at 6%; with 50% employer match about $141,250 at 4% or $94,167 at 6%; with 100% employer match about $105,938 at 4% or $70,625 at 6%.