Civic Intelligence

CAPITAL WEALTH MANAGEMENT, L.L.C.

Plan context: Capital Wealth Management LLC

EIN 06-1628923 • Glastonbury, CT • 30 filings • 6 plans

628 Hebron Ave Suite 216 Building 2Glastonbury, CT 06033
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,436,279

2024 Contributions

$203,541

Historical Graphs

Total Assets Over Time

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

$3,436,279$1,718,140$0200320142024YearValue
$3,436,279Latest year 2024

Participants Over Time

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

950200320142024YearValue
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
202427$3,436,279$203,541$29,077iApproximate average salary by contribution assumption: employee only about $726,932 at 4% or $484,621 at 6%; with 50% employer match about $484,621 at 4% or $323,081 at 6%; with 100% employer match about $363,466 at 4% or $242,311 at 6%.
Capital Wealth Management LLC-7$2,464,955$203,541$29,077iApproximate average salary by contribution assumption: employee only about $726,932 at 4% or $484,621 at 6%; with 50% employer match about $484,621 at 4% or $323,081 at 6%; with 100% employer match about $363,466 at 4% or $242,311 at 6%.
Capital Wealth Management LLC Cash Balance Plan-7$971,324--
202327$2,737,500$116,085$16,584iApproximate average salary by contribution assumption: employee only about $414,589 at 4% or $276,393 at 6%; with 50% employer match about $276,393 at 4% or $184,262 at 6%; with 100% employer match about $207,295 at 4% or $138,196 at 6%.
Capital Wealth Management LLC-7$1,863,620$116,085$16,584iApproximate average salary by contribution assumption: employee only about $414,589 at 4% or $276,393 at 6%; with 50% employer match about $276,393 at 4% or $184,262 at 6%; with 100% employer match about $207,295 at 4% or $138,196 at 6%.
Capital Wealth Management LLC Cash Balance Plan-6$873,880--
202227$2,338,802$146,187$20,884iApproximate average salary by contribution assumption: employee only about $522,096 at 4% or $348,064 at 6%; with 50% employer match about $348,064 at 4% or $232,043 at 6%; with 100% employer match about $261,048 at 4% or $174,032 at 6%.
Capital Wealth Management LLC-7$1,543,126$146,187$20,884iApproximate average salary by contribution assumption: employee only about $522,096 at 4% or $348,064 at 6%; with 50% employer match about $348,064 at 4% or $232,043 at 6%; with 100% employer match about $261,048 at 4% or $174,032 at 6%.
Capital Wealth Management LLC Cash Balance Plan-6$795,676--
202127$2,699,804$286,556$40,937iApproximate average salary by contribution assumption: employee only about $1,023,414 at 4% or $682,276 at 6%; with 50% employer match about $682,276 at 4% or $454,851 at 6%; with 100% employer match about $511,707 at 4% or $341,138 at 6%.
Capital Wealth Management LLC-7$1,781,725$136,556$19,508iApproximate average salary by contribution assumption: employee only about $487,700 at 4% or $325,133 at 6%; with 50% employer match about $325,133 at 4% or $216,756 at 6%; with 100% employer match about $243,850 at 4% or $162,567 at 6%.
Capital Wealth Management LLC Cash Balance Plan-6$918,079$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202026$2,171,638$125,881$20,980iApproximate average salary by contribution assumption: employee only about $524,504 at 4% or $349,669 at 6%; with 50% employer match about $349,669 at 4% or $233,113 at 6%; with 100% employer match about $262,252 at 4% or $174,835 at 6%.
Capital Wealth Management LLC-6$1,469,888$125,881$20,980iApproximate average salary by contribution assumption: employee only about $524,504 at 4% or $349,669 at 6%; with 50% employer match about $349,669 at 4% or $233,113 at 6%; with 100% employer match about $262,252 at 4% or $174,835 at 6%.
Capital Wealth Management LLC Cash Balance Plan-6$701,750--
201927$1,748,126$375,406$53,629iApproximate average salary by contribution assumption: employee only about $1,340,736 at 4% or $893,824 at 6%; with 50% employer match about $893,824 at 4% or $595,883 at 6%; with 100% employer match about $670,368 at 4% or $446,912 at 6%.
Capital Wealth Management LLC-7$1,094,297$184,406$26,344iApproximate average salary by contribution assumption: employee only about $658,593 at 4% or $439,062 at 6%; with 50% employer match about $439,062 at 4% or $292,708 at 6%; with 100% employer match about $329,296 at 4% or $219,531 at 6%.
Capital Wealth Management LLC Cash Balance Plan-6$653,829$191,000$31,833iApproximate average salary by contribution assumption: employee only about $795,833 at 4% or $530,556 at 6%; with 50% employer match about $530,556 at 4% or $353,704 at 6%; with 100% employer match about $397,917 at 4% or $265,278 at 6%.
201829$1,188,234$304,383$33,820iApproximate average salary by contribution assumption: employee only about $845,508 at 4% or $563,672 at 6%; with 50% employer match about $563,672 at 4% or $375,781 at 6%; with 100% employer match about $422,754 at 4% or $281,836 at 6%.
Capital Wealth Management LLC-9$755,522$72,383$8,043iApproximate average salary by contribution assumption: employee only about $201,064 at 4% or $134,043 at 6%; with 50% employer match about $134,043 at 4% or $89,362 at 6%; with 100% employer match about $100,532 at 4% or $67,021 at 6%.
Capital Wealth Management LLC Cash Balance Plan-5$432,712$232,000$46,400iApproximate average salary by contribution assumption: employee only about $1,160,000 at 4% or $773,333 at 6%; with 50% employer match about $773,333 at 4% or $515,556 at 6%; with 100% employer match about $580,000 at 4% or $386,667 at 6%.
201727$973,847$280,110$40,016iApproximate average salary by contribution assumption: employee only about $1,000,393 at 4% or $666,929 at 6%; with 50% employer match about $666,929 at 4% or $444,619 at 6%; with 100% employer match about $500,196 at 4% or $333,464 at 6%.
Capital Wealth Management LLC-7$769,718$75,981$10,854iApproximate average salary by contribution assumption: employee only about $271,361 at 4% or $180,907 at 6%; with 50% employer match about $180,907 at 4% or $120,605 at 6%; with 100% employer match about $135,680 at 4% or $90,454 at 6%.
Capital Wealth Management LLC Cash Balance Plan-5$204,129$204,129$40,826iApproximate average salary by contribution assumption: employee only about $1,020,645 at 4% or $680,430 at 6%; with 50% employer match about $680,430 at 4% or $453,620 at 6%; with 100% employer match about $510,323 at 4% or $340,215 at 6%.
201616$565,895$64,082$10,680iApproximate average salary by contribution assumption: employee only about $267,008 at 4% or $178,006 at 6%; with 50% employer match about $178,006 at 4% or $118,670 at 6%; with 100% employer match about $133,504 at 4% or $89,003 at 6%.
Capital Wealth Management LLC-6$565,895$64,082$10,680iApproximate average salary by contribution assumption: employee only about $267,008 at 4% or $178,006 at 6%; with 50% employer match about $178,006 at 4% or $118,670 at 6%; with 100% employer match about $133,504 at 4% or $89,003 at 6%.
201517$507,878$58,582$8,369iApproximate average salary by contribution assumption: employee only about $209,221 at 4% or $139,481 at 6%; with 50% employer match about $139,481 at 4% or $92,987 at 6%; with 100% employer match about $104,611 at 4% or $69,740 at 6%.
Capital Wealth Management LLC-7$507,878$58,582$8,369iApproximate average salary by contribution assumption: employee only about $209,221 at 4% or $139,481 at 6%; with 50% employer match about $139,481 at 4% or $92,987 at 6%; with 100% employer match about $104,611 at 4% or $69,740 at 6%.
201416$495,180$45,068$7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%.
Capital Wealth Management LLC-6$495,180$45,068$7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%.
201316$432,350$65,443$10,907iApproximate average salary by contribution assumption: employee only about $272,679 at 4% or $181,786 at 6%; with 50% employer match about $181,786 at 4% or $121,191 at 6%; with 100% employer match about $136,340 at 4% or $90,893 at 6%.
Capital Wealth Management LLC-6$432,350$65,443$10,907iApproximate average salary by contribution assumption: employee only about $272,679 at 4% or $181,786 at 6%; with 50% employer match about $181,786 at 4% or $121,191 at 6%; with 100% employer match about $136,340 at 4% or $90,893 at 6%.
201216$281,157$61,426$10,238iApproximate average salary by contribution assumption: employee only about $255,942 at 4% or $170,628 at 6%; with 50% employer match about $170,628 at 4% or $113,752 at 6%; with 100% employer match about $127,971 at 4% or $85,314 at 6%.
Capital Wealth Management LLC-6$281,157$61,426$10,238iApproximate average salary by contribution assumption: employee only about $255,942 at 4% or $170,628 at 6%; with 50% employer match about $170,628 at 4% or $113,752 at 6%; with 100% employer match about $127,971 at 4% or $85,314 at 6%.
201115$213,380$71,543$14,309iApproximate average salary by contribution assumption: employee only about $357,715 at 4% or $238,477 at 6%; with 50% employer match about $238,477 at 4% or $158,984 at 6%; with 100% employer match about $178,858 at 4% or $119,238 at 6%.
Capital Wealth Management LLC-5$213,380$71,543$14,309iApproximate average salary by contribution assumption: employee only about $357,715 at 4% or $238,477 at 6%; with 50% employer match about $238,477 at 4% or $158,984 at 6%; with 100% employer match about $178,858 at 4% or $119,238 at 6%.
201016$195,678$74,757$12,460iApproximate average salary by contribution assumption: employee only about $311,488 at 4% or $207,658 at 6%; with 50% employer match about $207,658 at 4% or $138,439 at 6%; with 100% employer match about $155,744 at 4% or $103,829 at 6%.
Capital Wealth Management LLC-6$195,678$74,757$12,460iApproximate average salary by contribution assumption: employee only about $311,488 at 4% or $207,658 at 6%; with 50% employer match about $207,658 at 4% or $138,439 at 6%; with 100% employer match about $155,744 at 4% or $103,829 at 6%.
200915$117,974$27,478$5,496iApproximate average salary by contribution assumption: employee only about $137,390 at 4% or $91,593 at 6%; with 50% employer match about $91,593 at 4% or $61,062 at 6%; with 100% employer match about $68,695 at 4% or $45,797 at 6%.
Capital Wealth Management LLC-5$117,974$27,478$5,496iApproximate average salary by contribution assumption: employee only about $137,390 at 4% or $91,593 at 6%; with 50% employer match about $91,593 at 4% or $61,062 at 6%; with 100% employer match about $68,695 at 4% or $45,797 at 6%.
200816$109,899$27,895$4,649iApproximate average salary by contribution assumption: employee only about $116,229 at 4% or $77,486 at 6%; with 50% employer match about $77,486 at 4% or $51,657 at 6%; with 100% employer match about $58,115 at 4% or $38,743 at 6%.
Capital Wealth Management, L.L.C. 401K Profit Sharing Plan-6$109,899$27,895$4,649iApproximate average salary by contribution assumption: employee only about $116,229 at 4% or $77,486 at 6%; with 50% employer match about $77,486 at 4% or $51,657 at 6%; with 100% employer match about $58,115 at 4% or $38,743 at 6%.
200715$135,324$72,172$14,434iApproximate average salary by contribution assumption: employee only about $360,860 at 4% or $240,573 at 6%; with 50% employer match about $240,573 at 4% or $160,382 at 6%; with 100% employer match about $180,430 at 4% or $120,287 at 6%.
Capital Wealth Management, L.L.C. 401K Profit Sharing Plan-5$135,324$72,172$14,434iApproximate average salary by contribution assumption: employee only about $360,860 at 4% or $240,573 at 6%; with 50% employer match about $240,573 at 4% or $160,382 at 6%; with 100% employer match about $180,430 at 4% or $120,287 at 6%.
200615$77,792$23,123$4,625iApproximate average salary by contribution assumption: employee only about $115,615 at 4% or $77,077 at 6%; with 50% employer match about $77,077 at 4% or $51,384 at 6%; with 100% employer match about $57,808 at 4% or $38,538 at 6%.
Capital Wealth Management, L.L.C. 401K Profit Sharing Plan-5$77,792$23,123$4,625iApproximate average salary by contribution assumption: employee only about $115,615 at 4% or $77,077 at 6%; with 50% employer match about $77,077 at 4% or $51,384 at 6%; with 100% employer match about $57,808 at 4% or $38,538 at 6%.
200517$47,760$17,227$2,461iApproximate average salary by contribution assumption: employee only about $61,525 at 4% or $41,017 at 6%; with 50% employer match about $41,017 at 4% or $27,344 at 6%; with 100% employer match about $30,763 at 4% or $20,508 at 6%.
Capital Wealth Management, L.L.C. 401K Profit Sharing Plan-7$47,760$17,227$2,461iApproximate average salary by contribution assumption: employee only about $61,525 at 4% or $41,017 at 6%; with 50% employer match about $41,017 at 4% or $27,344 at 6%; with 100% employer match about $30,763 at 4% or $20,508 at 6%.
200414$39,285$25,291$6,323iApproximate average salary by contribution assumption: employee only about $158,069 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,253 at 6%; with 100% employer match about $79,034 at 4% or $52,690 at 6%.
Capital Wealth Management, L.L.C. 401K Profit Sharing Plan-4$39,285$25,291$6,323iApproximate average salary by contribution assumption: employee only about $158,069 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,253 at 6%; with 100% employer match about $79,034 at 4% or $52,690 at 6%.
200314$11,943$11,774$2,944iApproximate average salary by contribution assumption: employee only about $73,588 at 4% or $49,058 at 6%; with 50% employer match about $49,058 at 4% or $32,706 at 6%; with 100% employer match about $36,794 at 4% or $24,529 at 6%.
Capital Wealth Management, L.L.C. 401K Profit Sharing Plan-4$11,943$11,774$2,944iApproximate average salary by contribution assumption: employee only about $73,588 at 4% or $49,058 at 6%; with 50% employer match about $49,058 at 4% or $32,706 at 6%; with 100% employer match about $36,794 at 4% or $24,529 at 6%.