Civic Intelligence

Bell Wealth Management Inc.

Plan context: Bell Wealth Management Inc. 401K Plan

EIN 20-1929524 • Austin, TX • 8 filings • 1 plans

2901-f Bee Cave RdAustin, TX 78746
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$531,509

2018 Contributions

$81,597

Historical Graphs

Total Assets Over Time

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

$531,509$265,755$0201120142017YearValue
$531,509Latest year 2017

Participants Over Time

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

530201120142017YearValue
5Latest 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-
Bell Wealth Management Inc. 401K Plan-0$0$0-
201715$531,509$81,597$16,319iApproximate average salary by contribution assumption: employee only about $407,985 at 4% or $271,990 at 6%; with 50% employer match about $271,990 at 4% or $181,327 at 6%; with 100% employer match about $203,993 at 4% or $135,995 at 6%.
Bell Wealth Management Inc. 401K Plan-5$531,509$81,597$16,319iApproximate average salary by contribution assumption: employee only about $407,985 at 4% or $271,990 at 6%; with 50% employer match about $271,990 at 4% or $181,327 at 6%; with 100% employer match about $203,993 at 4% or $135,995 at 6%.
201614$379,781$77,402$19,351iApproximate average salary by contribution assumption: employee only about $483,763 at 4% or $322,508 at 6%; with 50% employer match about $322,508 at 4% or $215,006 at 6%; with 100% employer match about $241,881 at 4% or $161,254 at 6%.
Bell Wealth Management Inc. 401K Plan-4$379,781$77,402$19,351iApproximate average salary by contribution assumption: employee only about $483,763 at 4% or $322,508 at 6%; with 50% employer match about $322,508 at 4% or $215,006 at 6%; with 100% employer match about $241,881 at 4% or $161,254 at 6%.
201513$273,104$68,592$22,864iApproximate average salary by contribution assumption: employee only about $571,600 at 4% or $381,067 at 6%; with 50% employer match about $381,067 at 4% or $254,044 at 6%; with 100% employer match about $285,800 at 4% or $190,533 at 6%.
Bell Wealth Management Inc. 401K Plan-3$273,104$68,592$22,864iApproximate average salary by contribution assumption: employee only about $571,600 at 4% or $381,067 at 6%; with 50% employer match about $381,067 at 4% or $254,044 at 6%; with 100% employer match about $285,800 at 4% or $190,533 at 6%.
201412$209,710$54,992$27,496iApproximate average salary by contribution assumption: employee only about $687,400 at 4% or $458,267 at 6%; with 50% employer match about $458,267 at 4% or $305,511 at 6%; with 100% employer match about $343,700 at 4% or $229,133 at 6%.
Bell Wealth Management Inc. 401K Plan-2$209,710$54,992$27,496iApproximate average salary by contribution assumption: employee only about $687,400 at 4% or $458,267 at 6%; with 50% employer match about $458,267 at 4% or $305,511 at 6%; with 100% employer match about $343,700 at 4% or $229,133 at 6%.
201312$143,374$50,969$25,485iApproximate average salary by contribution assumption: employee only about $637,113 at 4% or $424,742 at 6%; with 50% employer match about $424,742 at 4% or $283,161 at 6%; with 100% employer match about $318,556 at 4% or $212,371 at 6%.
Bell Wealth Management Inc. 401K Plan-2$143,374$50,969$25,485iApproximate average salary by contribution assumption: employee only about $637,113 at 4% or $424,742 at 6%; with 50% employer match about $424,742 at 4% or $283,161 at 6%; with 100% employer match about $318,556 at 4% or $212,371 at 6%.
201213$76,625$42,144$14,048iApproximate average salary by contribution assumption: employee only about $351,200 at 4% or $234,133 at 6%; with 50% employer match about $234,133 at 4% or $156,089 at 6%; with 100% employer match about $175,600 at 4% or $117,067 at 6%.
Bell Wealth Management Inc. 401K Plan-3$76,625$42,144$14,048iApproximate average salary by contribution assumption: employee only about $351,200 at 4% or $234,133 at 6%; with 50% employer match about $234,133 at 4% or $156,089 at 6%; with 100% employer match about $175,600 at 4% or $117,067 at 6%.
201113$28,848$29,656$9,885iApproximate average salary by contribution assumption: employee only about $247,133 at 4% or $164,756 at 6%; with 50% employer match about $164,756 at 4% or $109,837 at 6%; with 100% employer match about $123,567 at 4% or $82,378 at 6%.
Bell Wealth Management Inc. 401K Plan-3$28,848$29,656$9,885iApproximate average salary by contribution assumption: employee only about $247,133 at 4% or $164,756 at 6%; with 50% employer match about $164,756 at 4% or $109,837 at 6%; with 100% employer match about $123,567 at 4% or $82,378 at 6%.