Grooms Wealth Management
Plan context: GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN
EIN 20-2171170 • Mill Valley, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
4
2017 Assets
$1,442,305
2017 Contributions
$388,754
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 2 | 4 | $1,442,305 | $388,754 | $97,189iApproximate average salary by contribution assumption: employee only about $2,429,713 at 4% or $1,619,808 at 6%; with 50% employer match about $1,619,808 at 4% or $1,079,872 at 6%; with 100% employer match about $1,214,856 at 4% or $809,904 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 4 | $1,071,089 | $310,000 | $77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%. |
| Grooms Wealth Management 401(K) Profit Sharing Plan | - | 4 | $371,216 | $78,754 | $19,689iApproximate average salary by contribution assumption: employee only about $492,213 at 4% or $328,142 at 6%; with 50% employer match about $328,142 at 4% or $218,761 at 6%; with 100% employer match about $246,106 at 4% or $164,071 at 6%. |
| 2016 | 2 | 3 | $940,048 | $81,014 | $27,005iApproximate average salary by contribution assumption: employee only about $675,117 at 4% or $450,078 at 6%; with 50% employer match about $450,078 at 4% or $300,052 at 6%; with 100% employer match about $337,558 at 4% or $225,039 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 2 | $662,392 | $0 | - |
| Grooms Wealth Management 401(K) Profit Sharing Plan | - | 3 | $277,656 | $81,014 | $27,005iApproximate average salary by contribution assumption: employee only about $675,117 at 4% or $450,078 at 6%; with 50% employer match about $450,078 at 4% or $300,052 at 6%; with 100% employer match about $337,558 at 4% or $225,039 at 6%. |
| 2015 | 2 | 2 | $826,080 | $80,250 | $40,125iApproximate average salary by contribution assumption: employee only about $1,003,125 at 4% or $668,750 at 6%; with 50% employer match about $668,750 at 4% or $445,833 at 6%; with 100% employer match about $501,563 at 4% or $334,375 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 2 | $638,787 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Grooms Wealth Management 401(K) Profit Sharing Plan | - | 2 | $187,293 | $30,250 | $15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%. |
| 2014 | 2 | 2 | $781,484 | $9,750 | $4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 2 | $616,845 | $0 | - |
| Grooms Wealth Management 401(K) Profit Sharing Plan | - | 2 | $164,639 | $9,750 | $4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%. |
| 2013 | 2 | 2 | $1,009,452 | $191,475 | $95,738iApproximate average salary by contribution assumption: employee only about $2,393,438 at 4% or $1,595,625 at 6%; with 50% employer match about $1,595,625 at 4% or $1,063,750 at 6%; with 100% employer match about $1,196,719 at 4% or $797,813 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 2 | $600,612 | $160,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| Grooms Wealth Management 401(K) Profit Sharing Plan | - | 2 | $408,840 | $31,475 | $15,738iApproximate average salary by contribution assumption: employee only about $393,438 at 4% or $262,292 at 6%; with 50% employer match about $262,292 at 4% or $174,861 at 6%; with 100% employer match about $196,719 at 4% or $131,146 at 6%. |
| 2012 | 2 | 2 | $747,127 | $190,975 | $95,488iApproximate average salary by contribution assumption: employee only about $2,387,188 at 4% or $1,591,458 at 6%; with 50% employer match about $1,591,458 at 4% or $1,060,972 at 6%; with 100% employer match about $1,193,594 at 4% or $795,729 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 2 | $402,448 | $160,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| Grooms Wealth Management 401(K) Profit Sharing Plan | - | 2 | $344,679 | $30,975 | $15,488iApproximate average salary by contribution assumption: employee only about $387,188 at 4% or $258,125 at 6%; with 50% employer match about $258,125 at 4% or $172,083 at 6%; with 100% employer match about $193,594 at 4% or $129,063 at 6%. |
| 2011 | 2 | 2 | $549,123 | $114,159 | $57,080iApproximate average salary by contribution assumption: employee only about $1,426,988 at 4% or $951,325 at 6%; with 50% employer match about $951,325 at 4% or $634,217 at 6%; with 100% employer match about $713,494 at 4% or $475,663 at 6%. |
| GROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 2 | $309,739 | $34,159 | $17,080iApproximate average salary by contribution assumption: employee only about $426,988 at 4% or $284,658 at 6%; with 50% employer match about $284,658 at 4% or $189,772 at 6%; with 100% employer match about $213,494 at 4% or $142,329 at 6%. |
| GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | - | 2 | $239,384 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |