Civic Intelligence

Bhargava Wealth Management LLC

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

EIN 20-1339091 • Franklin Lakes, NJ • 18 filings • 3 plans

609 White Pine RoadFranklin Lakes, NJ 07417
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,021,245

2018 Contributions

$2,437

Historical Graphs

Total Assets Over Time

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

$1,021,245$510,623$0200820132017YearValue
$1,021,245Latest year 2017

Participants Over Time

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

740200720122017YearValue
2Latest year 2017

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
201810$0$0-
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-0$0$0-
201712$1,021,245$0-
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-2$1,021,245$0-
201612$958,422$0-
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-2$958,422$0-
201516$1,018,031$0-
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-6$1,018,031$0-
201417$904,179$0-
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-7$904,179$0-
201317$909,991$2,437$348iApproximate average salary by contribution assumption: employee only about $8,704 at 4% or $5,802 at 6%; with 50% employer match about $5,802 at 4% or $3,868 at 6%; with 100% employer match about $4,352 at 4% or $2,901 at 6%.
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-7$909,991$2,437$348iApproximate average salary by contribution assumption: employee only about $8,704 at 4% or $5,802 at 6%; with 50% employer match about $5,802 at 4% or $3,868 at 6%; with 100% employer match about $4,352 at 4% or $2,901 at 6%.
201227$895,086$520,451$74,350iApproximate average salary by contribution assumption: employee only about $1,858,754 at 4% or $1,239,169 at 6%; with 50% employer match about $1,239,169 at 4% or $826,113 at 6%; with 100% employer match about $929,377 at 4% or $619,585 at 6%.
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-7$895,086$520,451$74,350iApproximate average salary by contribution assumption: employee only about $1,858,754 at 4% or $1,239,169 at 6%; with 50% employer match about $1,239,169 at 4% or $826,113 at 6%; with 100% employer match about $929,377 at 4% or $619,585 at 6%.
Bhargava Wealth Management LLC Defined Benefit Plan-0$0$0-
201127$882,900$30,129$4,304iApproximate average salary by contribution assumption: employee only about $107,604 at 4% or $71,736 at 6%; with 50% employer match about $71,736 at 4% or $47,824 at 6%; with 100% employer match about $53,802 at 4% or $35,868 at 6%.
Bhargava Wealth Management LLC Defined Benefit Plan-5$524,526$0-
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-7$358,374$30,129$4,304iApproximate average salary by contribution assumption: employee only about $107,604 at 4% or $71,736 at 6%; with 50% employer match about $71,736 at 4% or $47,824 at 6%; with 100% employer match about $53,802 at 4% or $35,868 at 6%.
201026$734,993$30,892$5,149iApproximate average salary by contribution assumption: employee only about $128,717 at 4% or $85,811 at 6%; with 50% employer match about $85,811 at 4% or $57,207 at 6%; with 100% employer match about $64,358 at 4% or $42,906 at 6%.
Bhargava Wealth Management LLC Defined Benefit Plan-6$473,562$3,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-6$261,431$27,892$4,649iApproximate average salary by contribution assumption: employee only about $116,217 at 4% or $77,478 at 6%; with 50% employer match about $77,478 at 4% or $51,652 at 6%; with 100% employer match about $58,108 at 4% or $38,739 at 6%.
200926$760,465$28,437$4,740iApproximate average salary by contribution assumption: employee only about $118,488 at 4% or $78,992 at 6%; with 50% employer match about $78,992 at 4% or $52,661 at 6%; with 100% employer match about $59,244 at 4% or $39,496 at 6%.
Bhargava Wealth Management LLC Defined Benefit Plan-5$541,835--
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-6$218,630$28,437$4,740iApproximate average salary by contribution assumption: employee only about $118,488 at 4% or $78,992 at 6%; with 50% employer match about $78,992 at 4% or $52,661 at 6%; with 100% employer match about $59,244 at 4% or $39,496 at 6%.
200825$794,242$265,077$53,015iApproximate average salary by contribution assumption: employee only about $1,325,385 at 4% or $883,590 at 6%; with 50% employer match about $883,590 at 4% or $589,060 at 6%; with 100% employer match about $662,693 at 4% or $441,795 at 6%.
Bhargava Wealth Management LLC Defined Benefit Plan-4$607,838$209,146$52,287iApproximate average salary by contribution assumption: employee only about $1,307,163 at 4% or $871,442 at 6%; with 50% employer match about $871,442 at 4% or $580,961 at 6%; with 100% employer match about $653,581 at 4% or $435,721 at 6%.
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-5$186,404$55,931$11,186iApproximate average salary by contribution assumption: employee only about $279,655 at 4% or $186,437 at 6%; with 50% employer match about $186,437 at 4% or $124,291 at 6%; with 100% employer match about $139,828 at 4% or $93,218 at 6%.
200724$0$0-
Bhargava Wealth Management LLC Defined Benefit Plan-2---
Bhargava Wealth Management LLC 401(K) Profit Sharing Plan-4---