LV Wealth Management LLC Dan Calugar
Plan context: LV Wealth Management LLC, Profit Sharing Plan
EIN 20-2196680 • Las Vegas, NV • 18 filings • 5 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$690,651,433
2021 Contributions
$4,800
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $690,651,433 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $690,651,433 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2020 | 1 | 1 | $538,451,446 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $538,451,446 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2019 | 1 | 1 | $554,459,089 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $554,459,089 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2018 | 1 | 1 | $443,318,283 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $443,318,283 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2017 | 1 | 1 | $554,240,804 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $554,240,804 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2016 | 1 | 1 | $372,948,312 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $372,948,312 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2015 | 1 | 1 | $371,200,372 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $371,200,372 | $4,800 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2014 | 1 | 1 | $410,869,355 | $1,200 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $410,869,355 | $1,200 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| 2013 | 1 | 1 | $399,926,942 | $4,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $399,926,942 | $4,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2012 | 1 | 1 | $387,615,696 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $387,615,696 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2011 | 1 | 1 | $270,238,323 | $0 | - |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $270,238,323 | - | - |
| 2010 | 1 | 1 | $252,329,106 | $0 | - |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $252,329,106 | - | - |
| 2009 | 1 | 1 | $294,601,866 | $0 | - |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $294,601,866 | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| LV Wealth Management LLC, Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $258,959,852 | $0 | - |
| LV Wealth Management LLC, Profit Sharing Plan | - | 1 | $258,959,852 | - | - |
| 2005 | 2 | 4 | $234,845,763 | $12,284 | $3,071iApproximate average salary by contribution assumption: employee only about $76,775 at 4% or $51,183 at 6%; with 50% employer match about $51,183 at 4% or $34,122 at 6%; with 100% employer match about $38,388 at 4% or $25,592 at 6%. |
| LV Wealth Management LLC, Profit Sharing Plan | - | 4 | $234,845,763 | $12,284 | $3,071iApproximate average salary by contribution assumption: employee only about $76,775 at 4% or $51,183 at 6%; with 50% employer match about $51,183 at 4% or $34,122 at 6%; with 100% employer match about $38,388 at 4% or $25,592 at 6%. |
| CALUGAR CORPORATION MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |