Civic Intelligence

Vector Wealth Management LLC

Plan context: Vector Wealth Management LLC 401(K) Profit Sharing Plan

EIN 20-0081154 • Minneapolis, MN • 12 filings • 2 plans

43 Main Street SE Suite 236Minneapolis, MN 55414
Current Snapshot

Latest Year

2016

2016 Participants

13

2016 Assets

$3,441,185

2016 Contributions

$327,317

Historical Graphs

Total Assets Over Time

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

$3,441,185$1,720,593$0201020132016YearValue
$3,441,185Latest year 2016

Participants Over Time

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

1790201020132016YearValue
13Latest year 2016

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
2016213$3,441,185$327,317$25,178iApproximate average salary by contribution assumption: employee only about $629,456 at 4% or $419,637 at 6%; with 50% employer match about $419,637 at 4% or $279,758 at 6%; with 100% employer match about $314,728 at 4% or $209,819 at 6%.
Vector Wealth Management LLC 401(K) Profit Sharing Plan-13$2,283,041$201,966$15,536iApproximate average salary by contribution assumption: employee only about $388,396 at 4% or $258,931 at 6%; with 50% employer match about $258,931 at 4% or $172,621 at 6%; with 100% employer match about $194,198 at 4% or $129,465 at 6%.
Vector Wealth Management LLC Cash Balance Plan-13$1,158,144$125,351$9,642iApproximate average salary by contribution assumption: employee only about $241,060 at 4% or $160,706 at 6%; with 50% employer match about $160,706 at 4% or $107,138 at 6%; with 100% employer match about $120,530 at 4% or $80,353 at 6%.
2015213$2,922,805$367,610$28,278iApproximate average salary by contribution assumption: employee only about $706,942 at 4% or $471,295 at 6%; with 50% employer match about $471,295 at 4% or $314,197 at 6%; with 100% employer match about $353,471 at 4% or $235,647 at 6%.
Vector Wealth Management LLC 401(K) Profit Sharing Plan-13$1,955,780$217,610$16,739iApproximate average salary by contribution assumption: employee only about $418,481 at 4% or $278,987 at 6%; with 50% employer match about $278,987 at 4% or $185,991 at 6%; with 100% employer match about $209,240 at 4% or $139,494 at 6%.
Vector Wealth Management LLC Cash Balance Plan-13$967,025$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2014213$2,683,132$363,051$27,927iApproximate average salary by contribution assumption: employee only about $698,175 at 4% or $465,450 at 6%; with 50% employer match about $465,450 at 4% or $310,300 at 6%; with 100% employer match about $349,088 at 4% or $232,725 at 6%.
Vector Wealth Management LLC 401(K) Profit Sharing Plan-13$1,856,786$213,051$16,389iApproximate average salary by contribution assumption: employee only about $409,713 at 4% or $273,142 at 6%; with 50% employer match about $273,142 at 4% or $182,095 at 6%; with 100% employer match about $204,857 at 4% or $136,571 at 6%.
Vector Wealth Management LLC Cash Balance Plan-13$826,346$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2013212$2,193,702$358,104$29,842iApproximate average salary by contribution assumption: employee only about $746,050 at 4% or $497,367 at 6%; with 50% employer match about $497,367 at 4% or $331,578 at 6%; with 100% employer match about $373,025 at 4% or $248,683 at 6%.
Vector Wealth Management LLC 401(K) Profit Sharing Plan-12$1,540,522$198,104$16,509iApproximate average salary by contribution assumption: employee only about $412,717 at 4% or $275,144 at 6%; with 50% employer match about $275,144 at 4% or $183,430 at 6%; with 100% employer match about $206,358 at 4% or $137,572 at 6%.
Vector Wealth Management LLC Cash Balance Plan-12$653,180$160,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
2012217$1,673,118$335,739$19,749iApproximate average salary by contribution assumption: employee only about $493,734 at 4% or $329,156 at 6%; with 50% employer match about $329,156 at 4% or $219,437 at 6%; with 100% employer match about $246,867 at 4% or $164,578 at 6%.
Vector Wealth Management LLC 401(K) Profit Sharing Plan-17$1,209,392$185,739$10,926iApproximate average salary by contribution assumption: employee only about $273,146 at 4% or $182,097 at 6%; with 50% employer match about $182,097 at 4% or $121,398 at 6%; with 100% employer match about $136,573 at 4% or $91,049 at 6%.
Vector Wealth Management LLC Cash Balance Plan-13$463,726$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2011113$283,012$156,333$12,026iApproximate average salary by contribution assumption: employee only about $300,640 at 4% or $200,427 at 6%; with 50% employer match about $200,427 at 4% or $133,618 at 6%; with 100% employer match about $150,320 at 4% or $100,213 at 6%.
Vector Wealth Management LLC Cash Balance Plan-13$283,012$156,333$12,026iApproximate average salary by contribution assumption: employee only about $300,640 at 4% or $200,427 at 6%; with 50% employer match about $200,427 at 4% or $133,618 at 6%; with 100% employer match about $150,320 at 4% or $100,213 at 6%.
2010113$144,076$144,076$11,083iApproximate average salary by contribution assumption: employee only about $277,069 at 4% or $184,713 at 6%; with 50% employer match about $184,713 at 4% or $123,142 at 6%; with 100% employer match about $138,535 at 4% or $92,356 at 6%.
Vector Wealth Management LLC Cash Balance Plan-13$144,076$144,076$11,083iApproximate average salary by contribution assumption: employee only about $277,069 at 4% or $184,713 at 6%; with 50% employer match about $184,713 at 4% or $123,142 at 6%; with 100% employer match about $138,535 at 4% or $92,356 at 6%.