Civic Intelligence

ASSET MGT INC

Plan context: ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-2136982 • West Palm Beach, FL • 9 filings • 2 plans

2328 S Congress Ave Ste 2AWest Palm Beach, FL 33406-7674
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$450,507

2025 Contributions

$56,313

Historical Graphs

Total Assets Over Time

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

$450,507$225,254$0201520212025YearValue
$450,507Latest year 2025

Participants Over Time

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

1050201520212025YearValue
10Latest year 2025

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
2025110$450,507$56,313$5,631iApproximate average salary by contribution assumption: employee only about $140,783 at 4% or $93,855 at 6%; with 50% employer match about $93,855 at 4% or $62,570 at 6%; with 100% employer match about $70,391 at 4% or $46,928 at 6%.
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST-10$450,507$56,313$5,631iApproximate average salary by contribution assumption: employee only about $140,783 at 4% or $93,855 at 6%; with 50% employer match about $93,855 at 4% or $62,570 at 6%; with 100% employer match about $70,391 at 4% or $46,928 at 6%.
2024110$334,179$48,763$4,876iApproximate average salary by contribution assumption: employee only about $121,908 at 4% or $81,272 at 6%; with 50% employer match about $81,272 at 4% or $54,181 at 6%; with 100% employer match about $60,954 at 4% or $40,636 at 6%.
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST-10$334,179$48,763$4,876iApproximate average salary by contribution assumption: employee only about $121,908 at 4% or $81,272 at 6%; with 50% employer match about $81,272 at 4% or $54,181 at 6%; with 100% employer match about $60,954 at 4% or $40,636 at 6%.
2023110$245,296$42,405$4,241iApproximate average salary by contribution assumption: employee only about $106,013 at 4% or $70,675 at 6%; with 50% employer match about $70,675 at 4% or $47,117 at 6%; with 100% employer match about $53,006 at 4% or $35,338 at 6%.
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST-10$245,296$42,405$4,241iApproximate average salary by contribution assumption: employee only about $106,013 at 4% or $70,675 at 6%; with 50% employer match about $70,675 at 4% or $47,117 at 6%; with 100% employer match about $53,006 at 4% or $35,338 at 6%.
2022110$164,560$35,725$3,573iApproximate average salary by contribution assumption: employee only about $89,313 at 4% or $59,542 at 6%; with 50% employer match about $59,542 at 4% or $39,694 at 6%; with 100% employer match about $44,656 at 4% or $29,771 at 6%.
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST-10$164,560$35,725$3,573iApproximate average salary by contribution assumption: employee only about $89,313 at 4% or $59,542 at 6%; with 50% employer match about $59,542 at 4% or $39,694 at 6%; with 100% employer match about $44,656 at 4% or $29,771 at 6%.
2021110$159,846$27,058$2,706iApproximate average salary by contribution assumption: employee only about $67,645 at 4% or $45,097 at 6%; with 50% employer match about $45,097 at 4% or $30,064 at 6%; with 100% employer match about $33,823 at 4% or $22,548 at 6%.
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST-10$159,846$27,058$2,706iApproximate average salary by contribution assumption: employee only about $67,645 at 4% or $45,097 at 6%; with 50% employer match about $45,097 at 4% or $30,064 at 6%; with 100% employer match about $33,823 at 4% or $22,548 at 6%.
202019$113,429$21,419$2,380iApproximate average salary by contribution assumption: employee only about $59,497 at 4% or $39,665 at 6%; with 50% employer match about $39,665 at 4% or $26,443 at 6%; with 100% employer match about $29,749 at 4% or $19,832 at 6%.
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST-9$113,429$21,419$2,380iApproximate average salary by contribution assumption: employee only about $59,497 at 4% or $39,665 at 6%; with 50% employer match about $39,665 at 4% or $26,443 at 6%; with 100% employer match about $29,749 at 4% or $19,832 at 6%.
201816$53,941$13,618$2,270iApproximate average salary by contribution assumption: employee only about $56,742 at 4% or $37,828 at 6%; with 50% employer match about $37,828 at 4% or $25,219 at 6%; with 100% employer match about $28,371 at 4% or $18,914 at 6%.
ASSET MGT, INC. 401 K PROFIT SHARING PLAN TRUST-6$53,941$13,618$2,270iApproximate average salary by contribution assumption: employee only about $56,742 at 4% or $37,828 at 6%; with 50% employer match about $37,828 at 4% or $25,219 at 6%; with 100% employer match about $28,371 at 4% or $18,914 at 6%.
201616$23,581$15,430$2,572iApproximate average salary by contribution assumption: employee only about $64,292 at 4% or $42,861 at 6%; with 50% employer match about $42,861 at 4% or $28,574 at 6%; with 100% employer match about $32,146 at 4% or $21,431 at 6%.
ASSET MGT, INC. 401 K PROFIT SHARING PLAN TRUST-6$23,581$15,430$2,572iApproximate average salary by contribution assumption: employee only about $64,292 at 4% or $42,861 at 6%; with 50% employer match about $42,861 at 4% or $28,574 at 6%; with 100% employer match about $32,146 at 4% or $21,431 at 6%.
201516$6,705$6,737$1,123iApproximate average salary by contribution assumption: employee only about $28,071 at 4% or $18,714 at 6%; with 50% employer match about $18,714 at 4% or $12,476 at 6%; with 100% employer match about $14,035 at 4% or $9,357 at 6%.
ASSET MGT, INC. 401 K PROFIT SHARING PLAN TRUST-6$6,705$6,737$1,123iApproximate average salary by contribution assumption: employee only about $28,071 at 4% or $18,714 at 6%; with 50% employer match about $18,714 at 4% or $12,476 at 6%; with 100% employer match about $14,035 at 4% or $9,357 at 6%.