Civic Intelligence

Wise Investments LLC

Plan context: Wise Investments LLC Profit Sharing 401(K) Plan

EIN 95-4657784 • Los Angeles, CA • 15 filings • 1 plans

3010 Wilshire Blvd., Suite 208Los Angeles, CA 90010
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,166,859

2024 Contributions

$56,924

Historical Graphs

Total Assets Over Time

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

$1,166,859$583,430$0201020172024YearValue
$1,166,859Latest year 2024

Participants Over Time

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

630201020172024YearValue
3Latest 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
202413$1,166,859$56,924$18,975iApproximate average salary by contribution assumption: employee only about $474,367 at 4% or $316,244 at 6%; with 50% employer match about $316,244 at 4% or $210,830 at 6%; with 100% employer match about $237,183 at 4% or $158,122 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$1,166,859$56,924$18,975iApproximate average salary by contribution assumption: employee only about $474,367 at 4% or $316,244 at 6%; with 50% employer match about $316,244 at 4% or $210,830 at 6%; with 100% employer match about $237,183 at 4% or $158,122 at 6%.
202313$1,042,759$55,946$18,649iApproximate average salary by contribution assumption: employee only about $466,217 at 4% or $310,811 at 6%; with 50% employer match about $310,811 at 4% or $207,207 at 6%; with 100% employer match about $233,108 at 4% or $155,406 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$1,042,759$55,946$18,649iApproximate average salary by contribution assumption: employee only about $466,217 at 4% or $310,811 at 6%; with 50% employer match about $310,811 at 4% or $207,207 at 6%; with 100% employer match about $233,108 at 4% or $155,406 at 6%.
202213$920,689$50,600$16,867iApproximate average salary by contribution assumption: employee only about $421,667 at 4% or $281,111 at 6%; with 50% employer match about $281,111 at 4% or $187,407 at 6%; with 100% employer match about $210,833 at 4% or $140,556 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$920,689$50,600$16,867iApproximate average salary by contribution assumption: employee only about $421,667 at 4% or $281,111 at 6%; with 50% employer match about $281,111 at 4% or $187,407 at 6%; with 100% employer match about $210,833 at 4% or $140,556 at 6%.
202113$829,899$50,319$16,773iApproximate average salary by contribution assumption: employee only about $419,325 at 4% or $279,550 at 6%; with 50% employer match about $279,550 at 4% or $186,367 at 6%; with 100% employer match about $209,663 at 4% or $139,775 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$829,899$50,319$16,773iApproximate average salary by contribution assumption: employee only about $419,325 at 4% or $279,550 at 6%; with 50% employer match about $279,550 at 4% or $186,367 at 6%; with 100% employer match about $209,663 at 4% or $139,775 at 6%.
202013$732,200$50,256$16,752iApproximate average salary by contribution assumption: employee only about $418,800 at 4% or $279,200 at 6%; with 50% employer match about $279,200 at 4% or $186,133 at 6%; with 100% employer match about $209,400 at 4% or $139,600 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$732,200$50,256$16,752iApproximate average salary by contribution assumption: employee only about $418,800 at 4% or $279,200 at 6%; with 50% employer match about $279,200 at 4% or $186,133 at 6%; with 100% employer match about $209,400 at 4% or $139,600 at 6%.
201913$644,428$48,792$16,264iApproximate average salary by contribution assumption: employee only about $406,600 at 4% or $271,067 at 6%; with 50% employer match about $271,067 at 4% or $180,711 at 6%; with 100% employer match about $203,300 at 4% or $135,533 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$644,428$48,792$16,264iApproximate average salary by contribution assumption: employee only about $406,600 at 4% or $271,067 at 6%; with 50% employer match about $271,067 at 4% or $180,711 at 6%; with 100% employer match about $203,300 at 4% or $135,533 at 6%.
201813$556,104$47,790$15,930iApproximate average salary by contribution assumption: employee only about $398,250 at 4% or $265,500 at 6%; with 50% employer match about $265,500 at 4% or $177,000 at 6%; with 100% employer match about $199,125 at 4% or $132,750 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$556,104$47,790$15,930iApproximate average salary by contribution assumption: employee only about $398,250 at 4% or $265,500 at 6%; with 50% employer match about $265,500 at 4% or $177,000 at 6%; with 100% employer match about $199,125 at 4% or $132,750 at 6%.
201713$478,437$46,700$15,567iApproximate average salary by contribution assumption: employee only about $389,167 at 4% or $259,444 at 6%; with 50% employer match about $259,444 at 4% or $172,963 at 6%; with 100% employer match about $194,583 at 4% or $129,722 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$478,437$46,700$15,567iApproximate average salary by contribution assumption: employee only about $389,167 at 4% or $259,444 at 6%; with 50% employer match about $259,444 at 4% or $172,963 at 6%; with 100% employer match about $194,583 at 4% or $129,722 at 6%.
201613$408,303$48,217$16,072iApproximate average salary by contribution assumption: employee only about $401,808 at 4% or $267,872 at 6%; with 50% employer match about $267,872 at 4% or $178,581 at 6%; with 100% employer match about $200,904 at 4% or $133,936 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$408,303$48,217$16,072iApproximate average salary by contribution assumption: employee only about $401,808 at 4% or $267,872 at 6%; with 50% employer match about $267,872 at 4% or $178,581 at 6%; with 100% employer match about $200,904 at 4% or $133,936 at 6%.
201516$344,754$48,352$8,059iApproximate average salary by contribution assumption: employee only about $201,467 at 4% or $134,311 at 6%; with 50% employer match about $134,311 at 4% or $89,541 at 6%; with 100% employer match about $100,733 at 4% or $67,156 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-6$344,754$48,352$8,059iApproximate average salary by contribution assumption: employee only about $201,467 at 4% or $134,311 at 6%; with 50% employer match about $134,311 at 4% or $89,541 at 6%; with 100% employer match about $100,733 at 4% or $67,156 at 6%.
201415$288,959$46,733$9,347iApproximate average salary by contribution assumption: employee only about $233,665 at 4% or $155,777 at 6%; with 50% employer match about $155,777 at 4% or $103,851 at 6%; with 100% employer match about $116,833 at 4% or $77,888 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-5$288,959$46,733$9,347iApproximate average salary by contribution assumption: employee only about $233,665 at 4% or $155,777 at 6%; with 50% employer match about $155,777 at 4% or $103,851 at 6%; with 100% employer match about $116,833 at 4% or $77,888 at 6%.
201314$235,151$45,361$11,340iApproximate average salary by contribution assumption: employee only about $283,506 at 4% or $189,004 at 6%; with 50% employer match about $189,004 at 4% or $126,003 at 6%; with 100% employer match about $141,753 at 4% or $94,502 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-4$235,151$45,361$11,340iApproximate average salary by contribution assumption: employee only about $283,506 at 4% or $189,004 at 6%; with 50% employer match about $189,004 at 4% or $126,003 at 6%; with 100% employer match about $141,753 at 4% or $94,502 at 6%.
201214$179,581$44,545$11,136iApproximate average salary by contribution assumption: employee only about $278,406 at 4% or $185,604 at 6%; with 50% employer match about $185,604 at 4% or $123,736 at 6%; with 100% employer match about $139,203 at 4% or $92,802 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-4$179,581$44,545$11,136iApproximate average salary by contribution assumption: employee only about $278,406 at 4% or $185,604 at 6%; with 50% employer match about $185,604 at 4% or $123,736 at 6%; with 100% employer match about $139,203 at 4% or $92,802 at 6%.
201113$131,963$40,357$13,452iApproximate average salary by contribution assumption: employee only about $336,308 at 4% or $224,206 at 6%; with 50% employer match about $224,206 at 4% or $149,470 at 6%; with 100% employer match about $168,154 at 4% or $112,103 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-3$131,963$40,357$13,452iApproximate average salary by contribution assumption: employee only about $336,308 at 4% or $224,206 at 6%; with 50% employer match about $224,206 at 4% or $149,470 at 6%; with 100% employer match about $168,154 at 4% or $112,103 at 6%.
201012$88,750$88,750$44,375iApproximate average salary by contribution assumption: employee only about $1,109,375 at 4% or $739,583 at 6%; with 50% employer match about $739,583 at 4% or $493,056 at 6%; with 100% employer match about $554,688 at 4% or $369,792 at 6%.
Wise Investments LLC Profit Sharing 401(K) Plan-2$88,750$88,750$44,375iApproximate average salary by contribution assumption: employee only about $1,109,375 at 4% or $739,583 at 6%; with 50% employer match about $739,583 at 4% or $493,056 at 6%; with 100% employer match about $554,688 at 4% or $369,792 at 6%.