Civic Intelligence

Highline Wealth Partners LLC

Plan context: Highline Wealth Partners LLC 401(K) Profit Sharing Plan

EIN 95-3517087 • Sherman Oaks, CA • 22 filings • 3 plans

15260 Ventura Boulevard, Suite 855Sherman Oaks, CA 91403
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$469,043

2024 Contributions

$71,723

Historical Graphs

Total Assets Over Time

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

$3,654,347$1,827,174$0199920092024YearValue
$469,043Latest year 2024

Participants Over Time

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

530199920092024YearValue
5Latest 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
202415$469,043$71,723$14,345iApproximate average salary by contribution assumption: employee only about $358,615 at 4% or $239,077 at 6%; with 50% employer match about $239,077 at 4% or $159,384 at 6%; with 100% employer match about $179,308 at 4% or $119,538 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-5$469,043$71,723$14,345iApproximate average salary by contribution assumption: employee only about $358,615 at 4% or $239,077 at 6%; with 50% employer match about $239,077 at 4% or $159,384 at 6%; with 100% employer match about $179,308 at 4% or $119,538 at 6%.
202315$369,440$68,432$13,686iApproximate average salary by contribution assumption: employee only about $342,160 at 4% or $228,107 at 6%; with 50% employer match about $228,107 at 4% or $152,071 at 6%; with 100% employer match about $171,080 at 4% or $114,053 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-5$369,440$68,432$13,686iApproximate average salary by contribution assumption: employee only about $342,160 at 4% or $228,107 at 6%; with 50% employer match about $228,107 at 4% or $152,071 at 6%; with 100% employer match about $171,080 at 4% or $114,053 at 6%.
202215$256,111$65,980$13,196iApproximate average salary by contribution assumption: employee only about $329,900 at 4% or $219,933 at 6%; with 50% employer match about $219,933 at 4% or $146,622 at 6%; with 100% employer match about $164,950 at 4% or $109,967 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-5$256,111$65,980$13,196iApproximate average salary by contribution assumption: employee only about $329,900 at 4% or $219,933 at 6%; with 50% employer match about $219,933 at 4% or $146,622 at 6%; with 100% employer match about $164,950 at 4% or $109,967 at 6%.
202114$232,609$77,617$19,404iApproximate average salary by contribution assumption: employee only about $485,106 at 4% or $323,404 at 6%; with 50% employer match about $323,404 at 4% or $215,603 at 6%; with 100% employer match about $242,553 at 4% or $161,702 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-4$232,609$77,617$19,404iApproximate average salary by contribution assumption: employee only about $485,106 at 4% or $323,404 at 6%; with 50% employer match about $323,404 at 4% or $215,603 at 6%; with 100% employer match about $242,553 at 4% or $161,702 at 6%.
202014$134,670$41,860$10,465iApproximate average salary by contribution assumption: employee only about $261,625 at 4% or $174,417 at 6%; with 50% employer match about $174,417 at 4% or $116,278 at 6%; with 100% employer match about $130,813 at 4% or $87,208 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-4$134,670$41,860$10,465iApproximate average salary by contribution assumption: employee only about $261,625 at 4% or $174,417 at 6%; with 50% employer match about $174,417 at 4% or $116,278 at 6%; with 100% employer match about $130,813 at 4% or $87,208 at 6%.
201914$80,794$26,811$6,703iApproximate average salary by contribution assumption: employee only about $167,569 at 4% or $111,713 at 6%; with 50% employer match about $111,713 at 4% or $74,475 at 6%; with 100% employer match about $83,784 at 4% or $55,856 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-4$80,794$26,811$6,703iApproximate average salary by contribution assumption: employee only about $167,569 at 4% or $111,713 at 6%; with 50% employer match about $111,713 at 4% or $74,475 at 6%; with 100% employer match about $83,784 at 4% or $55,856 at 6%.
201814$46,874$34,803$8,701iApproximate average salary by contribution assumption: employee only about $217,519 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,675 at 6%; with 100% employer match about $108,759 at 4% or $72,506 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-4$46,874$34,803$8,701iApproximate average salary by contribution assumption: employee only about $217,519 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,675 at 6%; with 100% employer match about $108,759 at 4% or $72,506 at 6%.
201714$21,045$20,346$5,087iApproximate average salary by contribution assumption: employee only about $127,163 at 4% or $84,775 at 6%; with 50% employer match about $84,775 at 4% or $56,517 at 6%; with 100% employer match about $63,581 at 4% or $42,388 at 6%.
Highline Wealth Partners LLC 401(K) Profit Sharing Plan-4$21,045$20,346$5,087iApproximate average salary by contribution assumption: employee only about $127,163 at 4% or $84,775 at 6%; with 50% employer match about $84,775 at 4% or $56,517 at 6%; with 100% employer match about $63,581 at 4% or $42,388 at 6%.
201210$0$0-
Charlesworth & Rugg Inc. Profit Sharing Plan-0$0$0-
201113$3,312,315$0-
Charlesworth & Rugg Inc. Profit Sharing Plan-3$3,312,315$0-
201013$3,633,240$54,627$18,209iApproximate average salary by contribution assumption: employee only about $455,225 at 4% or $303,483 at 6%; with 50% employer match about $303,483 at 4% or $202,322 at 6%; with 100% employer match about $227,613 at 4% or $151,742 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$3,633,240$54,627$18,209iApproximate average salary by contribution assumption: employee only about $455,225 at 4% or $303,483 at 6%; with 50% employer match about $303,483 at 4% or $202,322 at 6%; with 100% employer match about $227,613 at 4% or $151,742 at 6%.
200913$3,146,602$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$3,146,602$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200813$2,580,774$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$2,580,774$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200713$3,654,347$50,120$16,707iApproximate average salary by contribution assumption: employee only about $417,667 at 4% or $278,444 at 6%; with 50% employer match about $278,444 at 4% or $185,630 at 6%; with 100% employer match about $208,833 at 4% or $139,222 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$3,654,347$50,120$16,707iApproximate average salary by contribution assumption: employee only about $417,667 at 4% or $278,444 at 6%; with 50% employer match about $278,444 at 4% or $185,630 at 6%; with 100% employer match about $208,833 at 4% or $139,222 at 6%.
200613$3,140,925$49,170$16,390iApproximate average salary by contribution assumption: employee only about $409,750 at 4% or $273,167 at 6%; with 50% employer match about $273,167 at 4% or $182,111 at 6%; with 100% employer match about $204,875 at 4% or $136,583 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$3,140,925$49,170$16,390iApproximate average salary by contribution assumption: employee only about $409,750 at 4% or $273,167 at 6%; with 50% employer match about $273,167 at 4% or $182,111 at 6%; with 100% employer match about $204,875 at 4% or $136,583 at 6%.
200513$2,738,632$47,050$15,683iApproximate average salary by contribution assumption: employee only about $392,083 at 4% or $261,389 at 6%; with 50% employer match about $261,389 at 4% or $174,259 at 6%; with 100% employer match about $196,042 at 4% or $130,694 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$2,738,632$47,050$15,683iApproximate average salary by contribution assumption: employee only about $392,083 at 4% or $261,389 at 6%; with 50% employer match about $261,389 at 4% or $174,259 at 6%; with 100% employer match about $196,042 at 4% or $130,694 at 6%.
200413$2,525,812$44,435$14,812iApproximate average salary by contribution assumption: employee only about $370,292 at 4% or $246,861 at 6%; with 50% employer match about $246,861 at 4% or $164,574 at 6%; with 100% employer match about $185,146 at 4% or $123,431 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$2,525,812$44,435$14,812iApproximate average salary by contribution assumption: employee only about $370,292 at 4% or $246,861 at 6%; with 50% employer match about $246,861 at 4% or $164,574 at 6%; with 100% employer match about $185,146 at 4% or $123,431 at 6%.
200313$2,278,614$44,435$14,812iApproximate average salary by contribution assumption: employee only about $370,292 at 4% or $246,861 at 6%; with 50% employer match about $246,861 at 4% or $164,574 at 6%; with 100% employer match about $185,146 at 4% or $123,431 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$2,278,614$44,435$14,812iApproximate average salary by contribution assumption: employee only about $370,292 at 4% or $246,861 at 6%; with 50% employer match about $246,861 at 4% or $164,574 at 6%; with 100% employer match about $185,146 at 4% or $123,431 at 6%.
200213$1,812,433$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$1,812,433$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200113$1,690,863$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$1,690,863$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200013$1,683,649$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$1,683,649$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
199913$1,718,745$48,105$16,035iApproximate average salary by contribution assumption: employee only about $400,875 at 4% or $267,250 at 6%; with 50% employer match about $267,250 at 4% or $178,167 at 6%; with 100% employer match about $200,438 at 4% or $133,625 at 6%.
Charlesworth & Rugg Inc. Profit Sharing Plan-3$1,718,745$48,105$16,035iApproximate average salary by contribution assumption: employee only about $400,875 at 4% or $267,250 at 6%; with 50% employer match about $267,250 at 4% or $178,167 at 6%; with 100% employer match about $200,438 at 4% or $133,625 at 6%.