Civic Intelligence

Ventura Wealth Management

Plan context: Ventura Wealth Management Profit Sharing Plan

EIN 20-1813672 • Ewing, NJ • 18 filings • 1 plans

Suite 150200 Princeton South Corporate CtrEwing, NJ 08628
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,297,261

2024 Contributions

$167,257

Historical Graphs

Total Assets Over Time

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

$3,297,261$1,648,631$0200820162024YearValue
$3,297,261Latest year 2024

Participants Over Time

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

950200720162024YearValue
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$3,297,261$167,257$18,584iApproximate average salary by contribution assumption: employee only about $464,603 at 4% or $309,735 at 6%; with 50% employer match about $309,735 at 4% or $206,490 at 6%; with 100% employer match about $232,301 at 4% or $154,868 at 6%.
Ventura Wealth Management Profit Sharing Plan-9$3,297,261$167,257$18,584iApproximate average salary by contribution assumption: employee only about $464,603 at 4% or $309,735 at 6%; with 50% employer match about $309,735 at 4% or $206,490 at 6%; with 100% employer match about $232,301 at 4% or $154,868 at 6%.
202318$2,660,155$146,906$18,363iApproximate average salary by contribution assumption: employee only about $459,081 at 4% or $306,054 at 6%; with 50% employer match about $306,054 at 4% or $204,036 at 6%; with 100% employer match about $229,541 at 4% or $153,027 at 6%.
Ventura Wealth Management Profit Sharing Plan-8$2,660,155$146,906$18,363iApproximate average salary by contribution assumption: employee only about $459,081 at 4% or $306,054 at 6%; with 50% employer match about $306,054 at 4% or $204,036 at 6%; with 100% employer match about $229,541 at 4% or $153,027 at 6%.
202218$2,047,862$140,811$17,601iApproximate average salary by contribution assumption: employee only about $440,034 at 4% or $293,356 at 6%; with 50% employer match about $293,356 at 4% or $195,571 at 6%; with 100% employer match about $220,017 at 4% or $146,678 at 6%.
Ventura Wealth Management Profit Sharing Plan-8$2,047,862$140,811$17,601iApproximate average salary by contribution assumption: employee only about $440,034 at 4% or $293,356 at 6%; with 50% employer match about $293,356 at 4% or $195,571 at 6%; with 100% employer match about $220,017 at 4% or $146,678 at 6%.
202117$2,433,580$120,294$17,185iApproximate average salary by contribution assumption: employee only about $429,621 at 4% or $286,414 at 6%; with 50% employer match about $286,414 at 4% or $190,943 at 6%; with 100% employer match about $214,811 at 4% or $143,207 at 6%.
Ventura Wealth Management Profit Sharing Plan-7$2,433,580$120,294$17,185iApproximate average salary by contribution assumption: employee only about $429,621 at 4% or $286,414 at 6%; with 50% employer match about $286,414 at 4% or $190,943 at 6%; with 100% employer match about $214,811 at 4% or $143,207 at 6%.
202017$2,061,023$111,512$15,930iApproximate average salary by contribution assumption: employee only about $398,257 at 4% or $265,505 at 6%; with 50% employer match about $265,505 at 4% or $177,003 at 6%; with 100% employer match about $199,129 at 4% or $132,752 at 6%.
Ventura Wealth Management Profit Sharing Plan-7$2,061,023$111,512$15,930iApproximate average salary by contribution assumption: employee only about $398,257 at 4% or $265,505 at 6%; with 50% employer match about $265,505 at 4% or $177,003 at 6%; with 100% employer match about $199,129 at 4% or $132,752 at 6%.
201916$1,585,671$102,639$17,107iApproximate average salary by contribution assumption: employee only about $427,663 at 4% or $285,108 at 6%; with 50% employer match about $285,108 at 4% or $190,072 at 6%; with 100% employer match about $213,831 at 4% or $142,554 at 6%.
Ventura Wealth Management Profit Sharing Plan-6$1,585,671$102,639$17,107iApproximate average salary by contribution assumption: employee only about $427,663 at 4% or $285,108 at 6%; with 50% employer match about $285,108 at 4% or $190,072 at 6%; with 100% employer match about $213,831 at 4% or $142,554 at 6%.
201816$1,200,106$99,209$16,535iApproximate average salary by contribution assumption: employee only about $413,371 at 4% or $275,581 at 6%; with 50% employer match about $275,581 at 4% or $183,720 at 6%; with 100% employer match about $206,685 at 4% or $137,790 at 6%.
Ventura Wealth Management Profit Sharing Plan-6$1,200,106$99,209$16,535iApproximate average salary by contribution assumption: employee only about $413,371 at 4% or $275,581 at 6%; with 50% employer match about $275,581 at 4% or $183,720 at 6%; with 100% employer match about $206,685 at 4% or $137,790 at 6%.
201715$1,171,260$120,813$24,163iApproximate average salary by contribution assumption: employee only about $604,065 at 4% or $402,710 at 6%; with 50% employer match about $402,710 at 4% or $268,473 at 6%; with 100% employer match about $302,033 at 4% or $201,355 at 6%.
Ventura Wealth Management Profit Sharing Plan-5$1,171,260$120,813$24,163iApproximate average salary by contribution assumption: employee only about $604,065 at 4% or $402,710 at 6%; with 50% employer match about $402,710 at 4% or $268,473 at 6%; with 100% employer match about $302,033 at 4% or $201,355 at 6%.
201614$891,789$101,690$25,423iApproximate average salary by contribution assumption: employee only about $635,563 at 4% or $423,708 at 6%; with 50% employer match about $423,708 at 4% or $282,472 at 6%; with 100% employer match about $317,781 at 4% or $211,854 at 6%.
Ventura Wealth Management Profit Sharing Plan-4$891,789$101,690$25,423iApproximate average salary by contribution assumption: employee only about $635,563 at 4% or $423,708 at 6%; with 50% employer match about $423,708 at 4% or $282,472 at 6%; with 100% employer match about $317,781 at 4% or $211,854 at 6%.
201515$780,914$109,574$21,915iApproximate average salary by contribution assumption: employee only about $547,870 at 4% or $365,247 at 6%; with 50% employer match about $365,247 at 4% or $243,498 at 6%; with 100% employer match about $273,935 at 4% or $182,623 at 6%.
Ventura Wealth Management Profit Sharing Plan-5$780,914$109,574$21,915iApproximate average salary by contribution assumption: employee only about $547,870 at 4% or $365,247 at 6%; with 50% employer match about $365,247 at 4% or $243,498 at 6%; with 100% employer match about $273,935 at 4% or $182,623 at 6%.
201416$668,265$104,496$17,416iApproximate average salary by contribution assumption: employee only about $435,400 at 4% or $290,267 at 6%; with 50% employer match about $290,267 at 4% or $193,511 at 6%; with 100% employer match about $217,700 at 4% or $145,133 at 6%.
Ventura Wealth Management Profit Sharing Plan-6$668,265$104,496$17,416iApproximate average salary by contribution assumption: employee only about $435,400 at 4% or $290,267 at 6%; with 50% employer match about $290,267 at 4% or $193,511 at 6%; with 100% employer match about $217,700 at 4% or $145,133 at 6%.
201314$536,577$84,480$21,120iApproximate average salary by contribution assumption: employee only about $528,000 at 4% or $352,000 at 6%; with 50% employer match about $352,000 at 4% or $234,667 at 6%; with 100% employer match about $264,000 at 4% or $176,000 at 6%.
Ventura Wealth Management Profit Sharing Plan-4$536,577$84,480$21,120iApproximate average salary by contribution assumption: employee only about $528,000 at 4% or $352,000 at 6%; with 50% employer match about $352,000 at 4% or $234,667 at 6%; with 100% employer match about $264,000 at 4% or $176,000 at 6%.
201214$375,882$79,580$19,895iApproximate average salary by contribution assumption: employee only about $497,375 at 4% or $331,583 at 6%; with 50% employer match about $331,583 at 4% or $221,056 at 6%; with 100% employer match about $248,688 at 4% or $165,792 at 6%.
Ventura Wealth Management Profit Sharing Plan-4$375,882$79,580$19,895iApproximate average salary by contribution assumption: employee only about $497,375 at 4% or $331,583 at 6%; with 50% employer match about $331,583 at 4% or $221,056 at 6%; with 100% employer match about $248,688 at 4% or $165,792 at 6%.
201114$274,625$74,270$18,568iApproximate average salary by contribution assumption: employee only about $464,188 at 4% or $309,458 at 6%; with 50% employer match about $309,458 at 4% or $206,306 at 6%; with 100% employer match about $232,094 at 4% or $154,729 at 6%.
Ventura Wealth Management Profit Sharing Plan-4$274,625$74,270$18,568iApproximate average salary by contribution assumption: employee only about $464,188 at 4% or $309,458 at 6%; with 50% employer match about $309,458 at 4% or $206,306 at 6%; with 100% employer match about $232,094 at 4% or $154,729 at 6%.
201014$210,285$63,342$15,836iApproximate average salary by contribution assumption: employee only about $395,888 at 4% or $263,925 at 6%; with 50% employer match about $263,925 at 4% or $175,950 at 6%; with 100% employer match about $197,944 at 4% or $131,963 at 6%.
Ventura Wealth Management Profit Sharing Plan-4$210,285$63,342$15,836iApproximate average salary by contribution assumption: employee only about $395,888 at 4% or $263,925 at 6%; with 50% employer match about $263,925 at 4% or $175,950 at 6%; with 100% employer match about $197,944 at 4% or $131,963 at 6%.
200914$130,901$63,506$15,877iApproximate average salary by contribution assumption: employee only about $396,913 at 4% or $264,608 at 6%; with 50% employer match about $264,608 at 4% or $176,406 at 6%; with 100% employer match about $198,456 at 4% or $132,304 at 6%.
Ventura Wealth Management Profit Sharing Plan-4$130,901$63,506$15,877iApproximate average salary by contribution assumption: employee only about $396,913 at 4% or $264,608 at 6%; with 50% employer match about $264,608 at 4% or $176,406 at 6%; with 100% employer match about $198,456 at 4% or $132,304 at 6%.
200813$62,670$25,876$8,625iApproximate average salary by contribution assumption: employee only about $215,633 at 4% or $143,756 at 6%; with 50% employer match about $143,756 at 4% or $95,837 at 6%; with 100% employer match about $107,817 at 4% or $71,878 at 6%.
Ventura Wealth Management Profit Sharing Plan-3$62,670$25,876$8,625iApproximate average salary by contribution assumption: employee only about $215,633 at 4% or $143,756 at 6%; with 50% employer match about $143,756 at 4% or $95,837 at 6%; with 100% employer match about $107,817 at 4% or $71,878 at 6%.
200713$0$0-
Ventura Wealth Management Profit Sharing Plan-3---