Civic Intelligence

Private Wealth Partners LLC

Plan context: Private Wealth Partners LLC 401(K) P/S Plan

EIN 13-4315436 • Annapolis, MD • 18 filings • 2 plans

1997 Annapolis Exchange Parkw#450Annapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$8,780,527

2024 Contributions

$385,954

Historical Graphs

Total Assets Over Time

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

$8,780,527$4,390,264$0200720162024YearValue
$8,780,527Latest year 2024

Participants Over Time

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

1050200720162024YearValue
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$8,780,527$385,954$42,884iApproximate average salary by contribution assumption: employee only about $1,072,094 at 4% or $714,730 at 6%; with 50% employer match about $714,730 at 4% or $476,486 at 6%; with 100% employer match about $536,047 at 4% or $357,365 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-9$8,780,527$385,954$42,884iApproximate average salary by contribution assumption: employee only about $1,072,094 at 4% or $714,730 at 6%; with 50% employer match about $714,730 at 4% or $476,486 at 6%; with 100% employer match about $536,047 at 4% or $357,365 at 6%.
202319$7,136,221$100,124$11,125iApproximate average salary by contribution assumption: employee only about $278,122 at 4% or $185,415 at 6%; with 50% employer match about $185,415 at 4% or $123,610 at 6%; with 100% employer match about $139,061 at 4% or $92,707 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-9$7,136,221$100,124$11,125iApproximate average salary by contribution assumption: employee only about $278,122 at 4% or $185,415 at 6%; with 50% employer match about $185,415 at 4% or $123,610 at 6%; with 100% employer match about $139,061 at 4% or $92,707 at 6%.
2022110$5,927,047$334,114$33,411iApproximate average salary by contribution assumption: employee only about $835,285 at 4% or $556,857 at 6%; with 50% employer match about $556,857 at 4% or $371,238 at 6%; with 100% employer match about $417,643 at 4% or $278,428 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-10$5,927,047$334,114$33,411iApproximate average salary by contribution assumption: employee only about $835,285 at 4% or $556,857 at 6%; with 50% employer match about $556,857 at 4% or $371,238 at 6%; with 100% employer match about $417,643 at 4% or $278,428 at 6%.
2021110$6,953,332$321,989$32,199iApproximate average salary by contribution assumption: employee only about $804,973 at 4% or $536,648 at 6%; with 50% employer match about $536,648 at 4% or $357,766 at 6%; with 100% employer match about $402,486 at 4% or $268,324 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-10$6,953,332$321,989$32,199iApproximate average salary by contribution assumption: employee only about $804,973 at 4% or $536,648 at 6%; with 50% employer match about $536,648 at 4% or $357,766 at 6%; with 100% employer match about $402,486 at 4% or $268,324 at 6%.
2020110$5,770,536$289,107$28,911iApproximate average salary by contribution assumption: employee only about $722,768 at 4% or $481,845 at 6%; with 50% employer match about $481,845 at 4% or $321,230 at 6%; with 100% employer match about $361,384 at 4% or $240,923 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-10$5,770,536$289,107$28,911iApproximate average salary by contribution assumption: employee only about $722,768 at 4% or $481,845 at 6%; with 50% employer match about $481,845 at 4% or $321,230 at 6%; with 100% employer match about $361,384 at 4% or $240,923 at 6%.
2019110$4,459,830$273,059$27,306iApproximate average salary by contribution assumption: employee only about $682,648 at 4% or $455,098 at 6%; with 50% employer match about $455,098 at 4% or $303,399 at 6%; with 100% employer match about $341,324 at 4% or $227,549 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-10$4,459,830$273,059$27,306iApproximate average salary by contribution assumption: employee only about $682,648 at 4% or $455,098 at 6%; with 50% employer match about $455,098 at 4% or $303,399 at 6%; with 100% employer match about $341,324 at 4% or $227,549 at 6%.
2018110$3,362,014$256,792$25,679iApproximate average salary by contribution assumption: employee only about $641,980 at 4% or $427,987 at 6%; with 50% employer match about $427,987 at 4% or $285,324 at 6%; with 100% employer match about $320,990 at 4% or $213,993 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-10$3,362,014$256,792$25,679iApproximate average salary by contribution assumption: employee only about $641,980 at 4% or $427,987 at 6%; with 50% employer match about $427,987 at 4% or $285,324 at 6%; with 100% employer match about $320,990 at 4% or $213,993 at 6%.
201719$3,321,034$239,033$26,559iApproximate average salary by contribution assumption: employee only about $663,981 at 4% or $442,654 at 6%; with 50% employer match about $442,654 at 4% or $295,102 at 6%; with 100% employer match about $331,990 at 4% or $221,327 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-9$3,321,034$239,033$26,559iApproximate average salary by contribution assumption: employee only about $663,981 at 4% or $442,654 at 6%; with 50% employer match about $442,654 at 4% or $295,102 at 6%; with 100% employer match about $331,990 at 4% or $221,327 at 6%.
201619$2,513,295$235,560$26,173iApproximate average salary by contribution assumption: employee only about $654,333 at 4% or $436,222 at 6%; with 50% employer match about $436,222 at 4% or $290,815 at 6%; with 100% employer match about $327,167 at 4% or $218,111 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-9$2,513,295$235,560$26,173iApproximate average salary by contribution assumption: employee only about $654,333 at 4% or $436,222 at 6%; with 50% employer match about $436,222 at 4% or $290,815 at 6%; with 100% employer match about $327,167 at 4% or $218,111 at 6%.
201517$2,110,500$215,346$30,764iApproximate average salary by contribution assumption: employee only about $769,093 at 4% or $512,729 at 6%; with 50% employer match about $512,729 at 4% or $341,819 at 6%; with 100% employer match about $384,546 at 4% or $256,364 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-7$2,110,500$215,346$30,764iApproximate average salary by contribution assumption: employee only about $769,093 at 4% or $512,729 at 6%; with 50% employer match about $512,729 at 4% or $341,819 at 6%; with 100% employer match about $384,546 at 4% or $256,364 at 6%.
201417$1,895,802$220,409$31,487iApproximate average salary by contribution assumption: employee only about $787,175 at 4% or $524,783 at 6%; with 50% employer match about $524,783 at 4% or $349,856 at 6%; with 100% employer match about $393,588 at 4% or $262,392 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-7$1,895,802$220,409$31,487iApproximate average salary by contribution assumption: employee only about $787,175 at 4% or $524,783 at 6%; with 50% employer match about $524,783 at 4% or $349,856 at 6%; with 100% employer match about $393,588 at 4% or $262,392 at 6%.
201317$1,586,960$209,108$29,873iApproximate average salary by contribution assumption: employee only about $746,814 at 4% or $497,876 at 6%; with 50% employer match about $497,876 at 4% or $331,917 at 6%; with 100% employer match about $373,407 at 4% or $248,938 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-7$1,586,960$209,108$29,873iApproximate average salary by contribution assumption: employee only about $746,814 at 4% or $497,876 at 6%; with 50% employer match about $497,876 at 4% or $331,917 at 6%; with 100% employer match about $373,407 at 4% or $248,938 at 6%.
201217$1,110,876$235,376$33,625iApproximate average salary by contribution assumption: employee only about $840,629 at 4% or $560,419 at 6%; with 50% employer match about $560,419 at 4% or $373,613 at 6%; with 100% employer match about $420,314 at 4% or $280,210 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-7$1,110,876$235,376$33,625iApproximate average salary by contribution assumption: employee only about $840,629 at 4% or $560,419 at 6%; with 50% employer match about $560,419 at 4% or $373,613 at 6%; with 100% employer match about $420,314 at 4% or $280,210 at 6%.
201116$750,614$160,203$26,701iApproximate average salary by contribution assumption: employee only about $667,513 at 4% or $445,008 at 6%; with 50% employer match about $445,008 at 4% or $296,672 at 6%; with 100% employer match about $333,756 at 4% or $222,504 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-6$750,614$160,203$26,701iApproximate average salary by contribution assumption: employee only about $667,513 at 4% or $445,008 at 6%; with 50% employer match about $445,008 at 4% or $296,672 at 6%; with 100% employer match about $333,756 at 4% or $222,504 at 6%.
201016$637,349$154,133$25,689iApproximate average salary by contribution assumption: employee only about $642,221 at 4% or $428,147 at 6%; with 50% employer match about $428,147 at 4% or $285,431 at 6%; with 100% employer match about $321,110 at 4% or $214,074 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-6$637,349$154,133$25,689iApproximate average salary by contribution assumption: employee only about $642,221 at 4% or $428,147 at 6%; with 50% employer match about $428,147 at 4% or $285,431 at 6%; with 100% employer match about $321,110 at 4% or $214,074 at 6%.
200915$430,043$147,589$29,518iApproximate average salary by contribution assumption: employee only about $737,945 at 4% or $491,963 at 6%; with 50% employer match about $491,963 at 4% or $327,976 at 6%; with 100% employer match about $368,973 at 4% or $245,982 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-5$430,043$147,589$29,518iApproximate average salary by contribution assumption: employee only about $737,945 at 4% or $491,963 at 6%; with 50% employer match about $491,963 at 4% or $327,976 at 6%; with 100% employer match about $368,973 at 4% or $245,982 at 6%.
200815$225,760$125,603$25,121iApproximate average salary by contribution assumption: employee only about $628,015 at 4% or $418,677 at 6%; with 50% employer match about $418,677 at 4% or $279,118 at 6%; with 100% employer match about $314,008 at 4% or $209,338 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-5$225,760$125,603$25,121iApproximate average salary by contribution assumption: employee only about $628,015 at 4% or $418,677 at 6%; with 50% employer match about $418,677 at 4% or $279,118 at 6%; with 100% employer match about $314,008 at 4% or $209,338 at 6%.
200715$177,461$176,557$35,311iApproximate average salary by contribution assumption: employee only about $882,785 at 4% or $588,523 at 6%; with 50% employer match about $588,523 at 4% or $392,349 at 6%; with 100% employer match about $441,393 at 4% or $294,262 at 6%.
Private Wealth Partners LLC 401(K) P/S Plan-5$177,461$176,557$35,311iApproximate average salary by contribution assumption: employee only about $882,785 at 4% or $588,523 at 6%; with 50% employer match about $588,523 at 4% or $392,349 at 6%; with 100% employer match about $441,393 at 4% or $294,262 at 6%.