Civic Intelligence

Collier Wealth Management Inc

Plan context: Collier Wealth Management Inc 401K Profit Sharing Plan

EIN 20-1310108 • Hendersonville, TN • 19 filings • 3 plans

323 West Main StreetHendersonville, TN 37075
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,534,105

2024 Contributions

$202,185

Historical Graphs

Total Assets Over Time

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

$3,534,105$1,767,053$0200620162024YearValue
$3,534,105Latest year 2024

Participants Over Time

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

630200620152024YearValue
6Latest 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
202416$3,534,105$202,185$33,698iApproximate average salary by contribution assumption: employee only about $842,438 at 4% or $561,625 at 6%; with 50% employer match about $561,625 at 4% or $374,417 at 6%; with 100% employer match about $421,219 at 4% or $280,813 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-6$3,534,105$202,185$33,698iApproximate average salary by contribution assumption: employee only about $842,438 at 4% or $561,625 at 6%; with 50% employer match about $561,625 at 4% or $374,417 at 6%; with 100% employer match about $421,219 at 4% or $280,813 at 6%.
202315$2,729,219$175,613$35,123iApproximate average salary by contribution assumption: employee only about $878,065 at 4% or $585,377 at 6%; with 50% employer match about $585,377 at 4% or $390,251 at 6%; with 100% employer match about $439,033 at 4% or $292,688 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-5$2,729,219$175,613$35,123iApproximate average salary by contribution assumption: employee only about $878,065 at 4% or $585,377 at 6%; with 50% employer match about $585,377 at 4% or $390,251 at 6%; with 100% employer match about $439,033 at 4% or $292,688 at 6%.
202214$2,053,687$159,466$39,867iApproximate average salary by contribution assumption: employee only about $996,663 at 4% or $664,442 at 6%; with 50% employer match about $664,442 at 4% or $442,961 at 6%; with 100% employer match about $498,331 at 4% or $332,221 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-4$2,053,687$159,466$39,867iApproximate average salary by contribution assumption: employee only about $996,663 at 4% or $664,442 at 6%; with 50% employer match about $664,442 at 4% or $442,961 at 6%; with 100% employer match about $498,331 at 4% or $332,221 at 6%.
202114$2,995,885$124,287$31,072iApproximate average salary by contribution assumption: employee only about $776,794 at 4% or $517,863 at 6%; with 50% employer match about $517,863 at 4% or $345,242 at 6%; with 100% employer match about $388,397 at 4% or $258,931 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-4$2,995,885$124,287$31,072iApproximate average salary by contribution assumption: employee only about $776,794 at 4% or $517,863 at 6%; with 50% employer match about $517,863 at 4% or $345,242 at 6%; with 100% employer match about $388,397 at 4% or $258,931 at 6%.
202014$2,323,874$122,059$30,515iApproximate average salary by contribution assumption: employee only about $762,869 at 4% or $508,579 at 6%; with 50% employer match about $508,579 at 4% or $339,053 at 6%; with 100% employer match about $381,434 at 4% or $254,290 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-4$2,323,874$122,059$30,515iApproximate average salary by contribution assumption: employee only about $762,869 at 4% or $508,579 at 6%; with 50% employer match about $508,579 at 4% or $339,053 at 6%; with 100% employer match about $381,434 at 4% or $254,290 at 6%.
201914$1,957,988$108,183$27,046iApproximate average salary by contribution assumption: employee only about $676,144 at 4% or $450,763 at 6%; with 50% employer match about $450,763 at 4% or $300,508 at 6%; with 100% employer match about $338,072 at 4% or $225,381 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-4$1,957,988$108,183$27,046iApproximate average salary by contribution assumption: employee only about $676,144 at 4% or $450,763 at 6%; with 50% employer match about $450,763 at 4% or $300,508 at 6%; with 100% employer match about $338,072 at 4% or $225,381 at 6%.
201814$1,467,874$84,098$21,025iApproximate average salary by contribution assumption: employee only about $525,613 at 4% or $350,408 at 6%; with 50% employer match about $350,408 at 4% or $233,606 at 6%; with 100% employer match about $262,806 at 4% or $175,204 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-4$1,467,874$84,098$21,025iApproximate average salary by contribution assumption: employee only about $525,613 at 4% or $350,408 at 6%; with 50% employer match about $350,408 at 4% or $233,606 at 6%; with 100% employer match about $262,806 at 4% or $175,204 at 6%.
201713$1,546,609$154,530$51,510iApproximate average salary by contribution assumption: employee only about $1,287,750 at 4% or $858,500 at 6%; with 50% employer match about $858,500 at 4% or $572,333 at 6%; with 100% employer match about $643,875 at 4% or $429,250 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-3$1,546,609$154,530$51,510iApproximate average salary by contribution assumption: employee only about $1,287,750 at 4% or $858,500 at 6%; with 50% employer match about $858,500 at 4% or $572,333 at 6%; with 100% employer match about $643,875 at 4% or $429,250 at 6%.
201612$1,149,721$63,821$31,911iApproximate average salary by contribution assumption: employee only about $797,763 at 4% or $531,842 at 6%; with 50% employer match about $531,842 at 4% or $354,561 at 6%; with 100% employer match about $398,881 at 4% or $265,921 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-2$1,149,721$63,821$31,911iApproximate average salary by contribution assumption: employee only about $797,763 at 4% or $531,842 at 6%; with 50% employer match about $531,842 at 4% or $354,561 at 6%; with 100% employer match about $398,881 at 4% or $265,921 at 6%.
201512$983,209$62,387$31,194iApproximate average salary by contribution assumption: employee only about $779,838 at 4% or $519,892 at 6%; with 50% employer match about $519,892 at 4% or $346,594 at 6%; with 100% employer match about $389,919 at 4% or $259,946 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-2$983,209$62,387$31,194iApproximate average salary by contribution assumption: employee only about $779,838 at 4% or $519,892 at 6%; with 50% employer match about $519,892 at 4% or $346,594 at 6%; with 100% employer match about $389,919 at 4% or $259,946 at 6%.
201412$957,105$61,600$30,800iApproximate average salary by contribution assumption: employee only about $770,000 at 4% or $513,333 at 6%; with 50% employer match about $513,333 at 4% or $342,222 at 6%; with 100% employer match about $385,000 at 4% or $256,667 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-2$957,105$61,600$30,800iApproximate average salary by contribution assumption: employee only about $770,000 at 4% or $513,333 at 6%; with 50% employer match about $513,333 at 4% or $342,222 at 6%; with 100% employer match about $385,000 at 4% or $256,667 at 6%.
201313$969,886$32,836$10,945iApproximate average salary by contribution assumption: employee only about $273,633 at 4% or $182,422 at 6%; with 50% employer match about $182,422 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-3$969,886$32,836$10,945iApproximate average salary by contribution assumption: employee only about $273,633 at 4% or $182,422 at 6%; with 50% employer match about $182,422 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.
201213$761,197$31,135$10,378iApproximate average salary by contribution assumption: employee only about $259,458 at 4% or $172,972 at 6%; with 50% employer match about $172,972 at 4% or $115,315 at 6%; with 100% employer match about $129,729 at 4% or $86,486 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-3$761,197$31,135$10,378iApproximate average salary by contribution assumption: employee only about $259,458 at 4% or $172,972 at 6%; with 50% employer match about $172,972 at 4% or $115,315 at 6%; with 100% employer match about $129,729 at 4% or $86,486 at 6%.
201113$643,231$29,172$9,724iApproximate average salary by contribution assumption: employee only about $243,100 at 4% or $162,067 at 6%; with 50% employer match about $162,067 at 4% or $108,044 at 6%; with 100% employer match about $121,550 at 4% or $81,033 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-3$643,231$29,172$9,724iApproximate average salary by contribution assumption: employee only about $243,100 at 4% or $162,067 at 6%; with 50% employer match about $162,067 at 4% or $108,044 at 6%; with 100% employer match about $121,550 at 4% or $81,033 at 6%.
201014$649,555$81,821$20,455iApproximate average salary by contribution assumption: employee only about $511,381 at 4% or $340,921 at 6%; with 50% employer match about $340,921 at 4% or $227,281 at 6%; with 100% employer match about $255,691 at 4% or $170,460 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-4$649,555$81,821$20,455iApproximate average salary by contribution assumption: employee only about $511,381 at 4% or $340,921 at 6%; with 50% employer match about $340,921 at 4% or $227,281 at 6%; with 100% employer match about $255,691 at 4% or $170,460 at 6%.
200913$470,819$33,362$11,121iApproximate average salary by contribution assumption: employee only about $278,017 at 4% or $185,344 at 6%; with 50% employer match about $185,344 at 4% or $123,563 at 6%; with 100% employer match about $139,008 at 4% or $92,672 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-3$470,819$33,362$11,121iApproximate average salary by contribution assumption: employee only about $278,017 at 4% or $185,344 at 6%; with 50% employer match about $185,344 at 4% or $123,563 at 6%; with 100% employer match about $139,008 at 4% or $92,672 at 6%.
200813$319,040$27,643$9,214iApproximate average salary by contribution assumption: employee only about $230,358 at 4% or $153,572 at 6%; with 50% employer match about $153,572 at 4% or $102,381 at 6%; with 100% employer match about $115,179 at 4% or $76,786 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-3$319,040$27,643$9,214iApproximate average salary by contribution assumption: employee only about $230,358 at 4% or $153,572 at 6%; with 50% employer match about $153,572 at 4% or $102,381 at 6%; with 100% employer match about $115,179 at 4% or $76,786 at 6%.
200712$0$0-
Collier Wealth Management Inc 401K Profit Sharing Plan-2---
200612$408,463$395,040$197,520iApproximate average salary by contribution assumption: employee only about $4,938,000 at 4% or $3,292,000 at 6%; with 50% employer match about $3,292,000 at 4% or $2,194,667 at 6%; with 100% employer match about $2,469,000 at 4% or $1,646,000 at 6%.
Collier Wealth Management Inc 401K Profit Sharing Plan-2$408,463$395,040$197,520iApproximate average salary by contribution assumption: employee only about $4,938,000 at 4% or $3,292,000 at 6%; with 50% employer match about $3,292,000 at 4% or $2,194,667 at 6%; with 100% employer match about $2,469,000 at 4% or $1,646,000 at 6%.