Civic Intelligence

Personal Wealth Advisory LLC

Plan context: Personal Wealth Advisory LLC Profit Sharing & Savings Plan

EIN 13-4226075 • Lancaster, PA • 30 filings • 2 plans

630 Delp Road, Suite 100Lancaster, PA 17601
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,597,487

2024 Contributions

$128,370

Historical Graphs

Total Assets Over Time

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

$3,887,093$1,943,547$0200320142024YearValue
$3,597,487Latest year 2024

Participants Over Time

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

1260200320142024YearValue
9Latest 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
202419$3,597,487$128,370$14,263iApproximate average salary by contribution assumption: employee only about $356,583 at 4% or $237,722 at 6%; with 50% employer match about $237,722 at 4% or $158,481 at 6%; with 100% employer match about $178,292 at 4% or $118,861 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-9$3,597,487$128,370$14,263iApproximate average salary by contribution assumption: employee only about $356,583 at 4% or $237,722 at 6%; with 50% employer match about $237,722 at 4% or $158,481 at 6%; with 100% employer match about $178,292 at 4% or $118,861 at 6%.
2023111$3,154,323$175,623$15,966iApproximate average salary by contribution assumption: employee only about $399,143 at 4% or $266,095 at 6%; with 50% employer match about $266,095 at 4% or $177,397 at 6%; with 100% employer match about $199,572 at 4% or $133,048 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-11$3,154,323$175,623$15,966iApproximate average salary by contribution assumption: employee only about $399,143 at 4% or $266,095 at 6%; with 50% employer match about $266,095 at 4% or $177,397 at 6%; with 100% employer match about $199,572 at 4% or $133,048 at 6%.
2022111$2,566,488$73,451$6,677iApproximate average salary by contribution assumption: employee only about $166,934 at 4% or $111,289 at 6%; with 50% employer match about $111,289 at 4% or $74,193 at 6%; with 100% employer match about $83,467 at 4% or $55,645 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-11$2,566,488$73,451$6,677iApproximate average salary by contribution assumption: employee only about $166,934 at 4% or $111,289 at 6%; with 50% employer match about $111,289 at 4% or $74,193 at 6%; with 100% employer match about $83,467 at 4% or $55,645 at 6%.
2021112$3,887,093$225,481$18,790iApproximate average salary by contribution assumption: employee only about $469,752 at 4% or $313,168 at 6%; with 50% employer match about $313,168 at 4% or $208,779 at 6%; with 100% employer match about $234,876 at 4% or $156,584 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-12$3,887,093$225,481$18,790iApproximate average salary by contribution assumption: employee only about $469,752 at 4% or $313,168 at 6%; with 50% employer match about $313,168 at 4% or $208,779 at 6%; with 100% employer match about $234,876 at 4% or $156,584 at 6%.
2020110$3,349,903$172,839$17,284iApproximate average salary by contribution assumption: employee only about $432,098 at 4% or $288,065 at 6%; with 50% employer match about $288,065 at 4% or $192,043 at 6%; with 100% employer match about $216,049 at 4% or $144,033 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$3,349,903$172,839$17,284iApproximate average salary by contribution assumption: employee only about $432,098 at 4% or $288,065 at 6%; with 50% employer match about $288,065 at 4% or $192,043 at 6%; with 100% employer match about $216,049 at 4% or $144,033 at 6%.
2019110$2,817,256$176,132$17,613iApproximate average salary by contribution assumption: employee only about $440,330 at 4% or $293,553 at 6%; with 50% employer match about $293,553 at 4% or $195,702 at 6%; with 100% employer match about $220,165 at 4% or $146,777 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$2,817,256$176,132$17,613iApproximate average salary by contribution assumption: employee only about $440,330 at 4% or $293,553 at 6%; with 50% employer match about $293,553 at 4% or $195,702 at 6%; with 100% employer match about $220,165 at 4% or $146,777 at 6%.
2018210$2,245,663$195,190$19,519iApproximate average salary by contribution assumption: employee only about $487,975 at 4% or $325,317 at 6%; with 50% employer match about $325,317 at 4% or $216,878 at 6%; with 100% employer match about $243,988 at 4% or $162,658 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$2,245,663$141,837$14,184iApproximate average salary by contribution assumption: employee only about $354,593 at 4% or $236,395 at 6%; with 50% employer match about $236,395 at 4% or $157,597 at 6%; with 100% employer match about $177,296 at 4% or $118,198 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-0$0$53,353-
2017210$3,515,416$473,929$47,393iApproximate average salary by contribution assumption: employee only about $1,184,823 at 4% or $789,882 at 6%; with 50% employer match about $789,882 at 4% or $526,588 at 6%; with 100% employer match about $592,411 at 4% or $394,941 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$2,384,585$228,929$22,893iApproximate average salary by contribution assumption: employee only about $572,323 at 4% or $381,548 at 6%; with 50% employer match about $381,548 at 4% or $254,366 at 6%; with 100% employer match about $286,161 at 4% or $190,774 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-6$1,130,831$245,000$40,833iApproximate average salary by contribution assumption: employee only about $1,020,833 at 4% or $680,556 at 6%; with 50% employer match about $680,556 at 4% or $453,704 at 6%; with 100% employer match about $510,417 at 4% or $340,278 at 6%.
2016210$2,798,826$295,778$29,578iApproximate average salary by contribution assumption: employee only about $739,445 at 4% or $492,963 at 6%; with 50% employer match about $492,963 at 4% or $328,642 at 6%; with 100% employer match about $369,723 at 4% or $246,482 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$1,916,160$147,197$14,720iApproximate average salary by contribution assumption: employee only about $367,993 at 4% or $245,328 at 6%; with 50% employer match about $245,328 at 4% or $163,552 at 6%; with 100% employer match about $183,996 at 4% or $122,664 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-5$882,666$148,581$29,716iApproximate average salary by contribution assumption: employee only about $742,905 at 4% or $495,270 at 6%; with 50% employer match about $495,270 at 4% or $330,180 at 6%; with 100% employer match about $371,453 at 4% or $247,635 at 6%.
2015210$2,633,680$323,310$32,331iApproximate average salary by contribution assumption: employee only about $808,275 at 4% or $538,850 at 6%; with 50% employer match about $538,850 at 4% or $359,233 at 6%; with 100% employer match about $404,138 at 4% or $269,425 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$1,880,320$174,858$17,486iApproximate average salary by contribution assumption: employee only about $437,145 at 4% or $291,430 at 6%; with 50% employer match about $291,430 at 4% or $194,287 at 6%; with 100% employer match about $218,573 at 4% or $145,715 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-5$753,360$148,452$29,690iApproximate average salary by contribution assumption: employee only about $742,260 at 4% or $494,840 at 6%; with 50% employer match about $494,840 at 4% or $329,893 at 6%; with 100% employer match about $371,130 at 4% or $247,420 at 6%.
201429$2,405,783$290,865$32,318iApproximate average salary by contribution assumption: employee only about $807,958 at 4% or $538,639 at 6%; with 50% employer match about $538,639 at 4% or $359,093 at 6%; with 100% employer match about $403,979 at 4% or $269,319 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-9$1,753,387$140,229$15,581iApproximate average salary by contribution assumption: employee only about $389,525 at 4% or $259,683 at 6%; with 50% employer match about $259,683 at 4% or $173,122 at 6%; with 100% employer match about $194,763 at 4% or $129,842 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-5$652,396$150,636$30,127iApproximate average salary by contribution assumption: employee only about $753,180 at 4% or $502,120 at 6%; with 50% employer match about $502,120 at 4% or $334,747 at 6%; with 100% employer match about $376,590 at 4% or $251,060 at 6%.
201329$2,072,163$327,704$36,412iApproximate average salary by contribution assumption: employee only about $910,289 at 4% or $606,859 at 6%; with 50% employer match about $606,859 at 4% or $404,573 at 6%; with 100% employer match about $455,144 at 4% or $303,430 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-9$1,553,020$119,994$13,333iApproximate average salary by contribution assumption: employee only about $333,317 at 4% or $222,211 at 6%; with 50% employer match about $222,211 at 4% or $148,141 at 6%; with 100% employer match about $166,658 at 4% or $111,106 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-5$519,143$207,710$41,542iApproximate average salary by contribution assumption: employee only about $1,038,550 at 4% or $692,367 at 6%; with 50% employer match about $692,367 at 4% or $461,578 at 6%; with 100% employer match about $519,275 at 4% or $346,183 at 6%.
201229$1,536,376$277,633$30,848iApproximate average salary by contribution assumption: employee only about $771,203 at 4% or $514,135 at 6%; with 50% employer match about $514,135 at 4% or $342,757 at 6%; with 100% employer match about $385,601 at 4% or $257,068 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-9$1,259,467$115,720$12,858iApproximate average salary by contribution assumption: employee only about $321,444 at 4% or $214,296 at 6%; with 50% employer match about $214,296 at 4% or $142,864 at 6%; with 100% employer match about $160,722 at 4% or $107,148 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-5$276,909$161,913$32,383iApproximate average salary by contribution assumption: employee only about $809,565 at 4% or $539,710 at 6%; with 50% employer match about $539,710 at 4% or $359,807 at 6%; with 100% employer match about $404,783 at 4% or $269,855 at 6%.
2011211$1,582,595$223,114$20,283iApproximate average salary by contribution assumption: employee only about $507,077 at 4% or $338,052 at 6%; with 50% employer match about $338,052 at 4% or $225,368 at 6%; with 100% employer match about $253,539 at 4% or $169,026 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-11$1,476,884$117,403$10,673iApproximate average salary by contribution assumption: employee only about $266,825 at 4% or $177,883 at 6%; with 50% employer match about $177,883 at 4% or $118,589 at 6%; with 100% employer match about $133,413 at 4% or $88,942 at 6%.
PERSONAL WEALTH ADVISORY, LLC CASH BALANCE PLAN-5$105,711$105,711$21,142iApproximate average salary by contribution assumption: employee only about $528,555 at 4% or $352,370 at 6%; with 50% employer match about $352,370 at 4% or $234,913 at 6%; with 100% employer match about $264,278 at 4% or $176,185 at 6%.
2010111$1,387,603$167,445$15,222iApproximate average salary by contribution assumption: employee only about $380,557 at 4% or $253,705 at 6%; with 50% employer match about $253,705 at 4% or $169,136 at 6%; with 100% employer match about $190,278 at 4% or $126,852 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-11$1,387,603$167,445$15,222iApproximate average salary by contribution assumption: employee only about $380,557 at 4% or $253,705 at 6%; with 50% employer match about $253,705 at 4% or $169,136 at 6%; with 100% employer match about $190,278 at 4% or $126,852 at 6%.
2009110$1,070,672$197,727$19,773iApproximate average salary by contribution assumption: employee only about $494,318 at 4% or $329,545 at 6%; with 50% employer match about $329,545 at 4% or $219,697 at 6%; with 100% employer match about $247,159 at 4% or $164,773 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$1,070,672$197,727$19,773iApproximate average salary by contribution assumption: employee only about $494,318 at 4% or $329,545 at 6%; with 50% employer match about $329,545 at 4% or $219,697 at 6%; with 100% employer match about $247,159 at 4% or $164,773 at 6%.
2008110$677,769$189,836$18,984iApproximate average salary by contribution assumption: employee only about $474,590 at 4% or $316,393 at 6%; with 50% employer match about $316,393 at 4% or $210,929 at 6%; with 100% employer match about $237,295 at 4% or $158,197 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$677,769$189,836$18,984iApproximate average salary by contribution assumption: employee only about $474,590 at 4% or $316,393 at 6%; with 50% employer match about $316,393 at 4% or $210,929 at 6%; with 100% employer match about $237,295 at 4% or $158,197 at 6%.
2007111$843,095$166,583$15,144iApproximate average salary by contribution assumption: employee only about $378,598 at 4% or $252,398 at 6%; with 50% employer match about $252,398 at 4% or $168,266 at 6%; with 100% employer match about $189,299 at 4% or $126,199 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-11$843,095$166,583$15,144iApproximate average salary by contribution assumption: employee only about $378,598 at 4% or $252,398 at 6%; with 50% employer match about $252,398 at 4% or $168,266 at 6%; with 100% employer match about $189,299 at 4% or $126,199 at 6%.
2006110$652,406$142,713$14,271iApproximate average salary by contribution assumption: employee only about $356,783 at 4% or $237,855 at 6%; with 50% employer match about $237,855 at 4% or $158,570 at 6%; with 100% employer match about $178,391 at 4% or $118,928 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$652,406$142,713$14,271iApproximate average salary by contribution assumption: employee only about $356,783 at 4% or $237,855 at 6%; with 50% employer match about $237,855 at 4% or $158,570 at 6%; with 100% employer match about $178,391 at 4% or $118,928 at 6%.
2005110$445,053$129,709$12,971iApproximate average salary by contribution assumption: employee only about $324,273 at 4% or $216,182 at 6%; with 50% employer match about $216,182 at 4% or $144,121 at 6%; with 100% employer match about $162,136 at 4% or $108,091 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-10$445,053$129,709$12,971iApproximate average salary by contribution assumption: employee only about $324,273 at 4% or $216,182 at 6%; with 50% employer match about $216,182 at 4% or $144,121 at 6%; with 100% employer match about $162,136 at 4% or $108,091 at 6%.
200418$300,485$132,852$16,607iApproximate average salary by contribution assumption: employee only about $415,163 at 4% or $276,775 at 6%; with 50% employer match about $276,775 at 4% or $184,517 at 6%; with 100% employer match about $207,581 at 4% or $138,388 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-8$300,485$132,852$16,607iApproximate average salary by contribution assumption: employee only about $415,163 at 4% or $276,775 at 6%; with 50% employer match about $276,775 at 4% or $184,517 at 6%; with 100% employer match about $207,581 at 4% or $138,388 at 6%.
200318$145,030$138,815$17,352iApproximate average salary by contribution assumption: employee only about $433,797 at 4% or $289,198 at 6%; with 50% employer match about $289,198 at 4% or $192,799 at 6%; with 100% employer match about $216,898 at 4% or $144,599 at 6%.
Personal Wealth Advisory LLC Profit Sharing & Savings Plan-8$145,030$138,815$17,352iApproximate average salary by contribution assumption: employee only about $433,797 at 4% or $289,198 at 6%; with 50% employer match about $289,198 at 4% or $192,799 at 6%; with 100% employer match about $216,898 at 4% or $144,599 at 6%.