Civic Intelligence

Executive Wealth Management Ltd.

Plan context: Executive Wealth Management Retirement Plan

EIN 20-1964871 • Lincoln, NE • 17 filings • 2 plans

6940 O Street, Suite 300Lincoln, NE 68510
Current Snapshot

Latest Year

2016

2016 Participants

11

2016 Assets

$1,214,061

2016 Contributions

$30,531

Historical Graphs

Total Assets Over Time

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

$2,286,304$1,143,152$0200820122015YearValue
$1,214,061Latest year 2015

Participants Over Time

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

1160200820122015YearValue
11Latest year 2015

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
201610$0$30,531-
Executive Wealth Management Retirement Plan-0$0$30,531-
2015211$1,214,061$142,613$12,965iApproximate average salary by contribution assumption: employee only about $324,120 at 4% or $216,080 at 6%; with 50% employer match about $216,080 at 4% or $144,054 at 6%; with 100% employer match about $162,060 at 4% or $108,040 at 6%.
Executive Wealth Management Retirement Plan-11$1,214,061$142,613$12,965iApproximate average salary by contribution assumption: employee only about $324,120 at 4% or $216,080 at 6%; with 50% employer match about $216,080 at 4% or $144,054 at 6%; with 100% employer match about $162,060 at 4% or $108,040 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-0$0--
2014210$2,286,304$291,151$29,115iApproximate average salary by contribution assumption: employee only about $727,878 at 4% or $485,252 at 6%; with 50% employer match about $485,252 at 4% or $323,501 at 6%; with 100% employer match about $363,939 at 4% or $242,626 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-9$1,224,753$175,000$19,444iApproximate average salary by contribution assumption: employee only about $486,111 at 4% or $324,074 at 6%; with 50% employer match about $324,074 at 4% or $216,049 at 6%; with 100% employer match about $243,056 at 4% or $162,037 at 6%.
Executive Wealth Management Retirement Plan-10$1,061,551$116,151$11,615iApproximate average salary by contribution assumption: employee only about $290,378 at 4% or $193,585 at 6%; with 50% employer match about $193,585 at 4% or $129,057 at 6%; with 100% employer match about $145,189 at 4% or $96,793 at 6%.
201329$1,895,905$294,777$32,753iApproximate average salary by contribution assumption: employee only about $818,825 at 4% or $545,883 at 6%; with 50% employer match about $545,883 at 4% or $363,922 at 6%; with 100% employer match about $409,413 at 4% or $272,942 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-8$1,001,973$185,000$23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%.
Executive Wealth Management Retirement Plan-9$893,932$109,777$12,197iApproximate average salary by contribution assumption: employee only about $304,936 at 4% or $203,291 at 6%; with 50% employer match about $203,291 at 4% or $135,527 at 6%; with 100% employer match about $152,468 at 4% or $101,645 at 6%.
201229$1,340,871$229,786$25,532iApproximate average salary by contribution assumption: employee only about $638,294 at 4% or $425,530 at 6%; with 50% employer match about $425,530 at 4% or $283,686 at 6%; with 100% employer match about $319,147 at 4% or $212,765 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-9$717,316$135,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Executive Wealth Management Retirement Plan-9$623,555$94,786$10,532iApproximate average salary by contribution assumption: employee only about $263,294 at 4% or $175,530 at 6%; with 50% employer match about $175,530 at 4% or $117,020 at 6%; with 100% employer match about $131,647 at 4% or $87,765 at 6%.
2011210$944,387$230,048$23,005iApproximate average salary by contribution assumption: employee only about $575,120 at 4% or $383,413 at 6%; with 50% employer match about $383,413 at 4% or $255,609 at 6%; with 100% employer match about $287,560 at 4% or $191,707 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-6$477,558$135,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Executive Wealth Management Retirement Plan-10$466,829$95,048$9,505iApproximate average salary by contribution assumption: employee only about $237,620 at 4% or $158,413 at 6%; with 50% employer match about $158,413 at 4% or $105,609 at 6%; with 100% employer match about $118,810 at 4% or $79,207 at 6%.
201027$906,292$229,283$32,755iApproximate average salary by contribution assumption: employee only about $818,868 at 4% or $545,912 at 6%; with 50% employer match about $545,912 at 4% or $363,941 at 6%; with 100% employer match about $409,434 at 4% or $272,956 at 6%.
Executive Wealth Management Retirement Plan-7$480,596$82,916$11,845iApproximate average salary by contribution assumption: employee only about $296,129 at 4% or $197,419 at 6%; with 50% employer match about $197,419 at 4% or $131,613 at 6%; with 100% employer match about $148,064 at 4% or $98,710 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-6$425,696$146,367$24,395iApproximate average salary by contribution assumption: employee only about $609,863 at 4% or $406,575 at 6%; with 50% employer match about $406,575 at 4% or $271,050 at 6%; with 100% employer match about $304,931 at 4% or $203,288 at 6%.
200927$626,377$334,477$47,782iApproximate average salary by contribution assumption: employee only about $1,194,561 at 4% or $796,374 at 6%; with 50% employer match about $796,374 at 4% or $530,916 at 6%; with 100% employer match about $597,280 at 4% or $398,187 at 6%.
Executive Wealth Management Retirement Plan-7$352,464$194,006$27,715iApproximate average salary by contribution assumption: employee only about $692,879 at 4% or $461,919 at 6%; with 50% employer match about $461,919 at 4% or $307,946 at 6%; with 100% employer match about $346,439 at 4% or $230,960 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-6$273,913$140,471$23,412iApproximate average salary by contribution assumption: employee only about $585,296 at 4% or $390,197 at 6%; with 50% employer match about $390,197 at 4% or $260,131 at 6%; with 100% employer match about $292,648 at 4% or $195,099 at 6%.
200825$93,350$104,683$20,937iApproximate average salary by contribution assumption: employee only about $523,415 at 4% or $348,943 at 6%; with 50% employer match about $348,943 at 4% or $232,629 at 6%; with 100% employer match about $261,707 at 4% or $174,472 at 6%.
Executive Wealth Management Retirement Plan-5$93,350$104,683$20,937iApproximate average salary by contribution assumption: employee only about $523,415 at 4% or $348,943 at 6%; with 50% employer match about $348,943 at 4% or $232,629 at 6%; with 100% employer match about $261,707 at 4% or $174,472 at 6%.
EXECUTIVE WEALTH MANAGEMENT, LTD. CASH BALANCE PLAN-0---