Civic Intelligence

Doyle Wealth Management Inc.

Plan context: Doyle Wealth Management Inc. 401K Plan

EIN 20-2426576 • St. Petersburg, FL • 14 filings • 2 plans

333 3rd Avenue North, Suite 300St. Petersburg, FL 33701
Current Snapshot

Latest Year

2020

2020 Participants

27

2020 Assets

$3,758,111

2020 Contributions

$336,392

Historical Graphs

Total Assets Over Time

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

$3,758,111$1,879,056$0200720132019YearValue
$3,758,111Latest year 2019

Participants Over Time

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

27140200720132019YearValue
27Latest year 2019

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
202010$0$0-
Doyle Wealth Management Inc. 401K Plan-0$0$0-
2019127$3,758,111$336,392$12,459iApproximate average salary by contribution assumption: employee only about $311,474 at 4% or $207,649 at 6%; with 50% employer match about $207,649 at 4% or $138,433 at 6%; with 100% employer match about $155,737 at 4% or $103,825 at 6%.
Doyle Wealth Management Inc. 401K Plan-27$3,758,111$336,392$12,459iApproximate average salary by contribution assumption: employee only about $311,474 at 4% or $207,649 at 6%; with 50% employer match about $207,649 at 4% or $138,433 at 6%; with 100% employer match about $155,737 at 4% or $103,825 at 6%.
2018120$2,894,179$433,971$21,699iApproximate average salary by contribution assumption: employee only about $542,464 at 4% or $361,643 at 6%; with 50% employer match about $361,643 at 4% or $241,095 at 6%; with 100% employer match about $271,232 at 4% or $180,821 at 6%.
Doyle Wealth Management Inc. 401K Plan-20$2,894,179$433,971$21,699iApproximate average salary by contribution assumption: employee only about $542,464 at 4% or $361,643 at 6%; with 50% employer match about $361,643 at 4% or $241,095 at 6%; with 100% employer match about $271,232 at 4% or $180,821 at 6%.
2017120$2,628,250$414,074$20,704iApproximate average salary by contribution assumption: employee only about $517,593 at 4% or $345,062 at 6%; with 50% employer match about $345,062 at 4% or $230,041 at 6%; with 100% employer match about $258,796 at 4% or $172,531 at 6%.
Doyle Wealth Management Inc. 401K Plan-20$2,628,250$414,074$20,704iApproximate average salary by contribution assumption: employee only about $517,593 at 4% or $345,062 at 6%; with 50% employer match about $345,062 at 4% or $230,041 at 6%; with 100% employer match about $258,796 at 4% or $172,531 at 6%.
2016116$1,904,412$360,377$22,524iApproximate average salary by contribution assumption: employee only about $563,089 at 4% or $375,393 at 6%; with 50% employer match about $375,393 at 4% or $250,262 at 6%; with 100% employer match about $281,545 at 4% or $187,696 at 6%.
Doyle Wealth Management Inc. 401K Plan-16$1,904,412$360,377$22,524iApproximate average salary by contribution assumption: employee only about $563,089 at 4% or $375,393 at 6%; with 50% employer match about $375,393 at 4% or $250,262 at 6%; with 100% employer match about $281,545 at 4% or $187,696 at 6%.
2015113$1,532,173$283,513$21,809iApproximate average salary by contribution assumption: employee only about $545,217 at 4% or $363,478 at 6%; with 50% employer match about $363,478 at 4% or $242,319 at 6%; with 100% employer match about $272,609 at 4% or $181,739 at 6%.
Doyle Wealth Management Inc. 401K Plan-13$1,532,173$283,513$21,809iApproximate average salary by contribution assumption: employee only about $545,217 at 4% or $363,478 at 6%; with 50% employer match about $363,478 at 4% or $242,319 at 6%; with 100% employer match about $272,609 at 4% or $181,739 at 6%.
2014114$1,609,482$282,477$20,177iApproximate average salary by contribution assumption: employee only about $504,423 at 4% or $336,282 at 6%; with 50% employer match about $336,282 at 4% or $224,188 at 6%; with 100% employer match about $252,212 at 4% or $168,141 at 6%.
Doyle Wealth Management Inc. 401K Plan-14$1,609,482$282,477$20,177iApproximate average salary by contribution assumption: employee only about $504,423 at 4% or $336,282 at 6%; with 50% employer match about $336,282 at 4% or $224,188 at 6%; with 100% employer match about $252,212 at 4% or $168,141 at 6%.
2013113$1,210,046$221,080$17,006iApproximate average salary by contribution assumption: employee only about $425,154 at 4% or $283,436 at 6%; with 50% employer match about $283,436 at 4% or $188,957 at 6%; with 100% employer match about $212,577 at 4% or $141,718 at 6%.
Doyle Wealth Management Inc. 401K Plan-13$1,210,046$221,080$17,006iApproximate average salary by contribution assumption: employee only about $425,154 at 4% or $283,436 at 6%; with 50% employer match about $283,436 at 4% or $188,957 at 6%; with 100% employer match about $212,577 at 4% or $141,718 at 6%.
2012113$788,000$162,365$12,490iApproximate average salary by contribution assumption: employee only about $312,240 at 4% or $208,160 at 6%; with 50% employer match about $208,160 at 4% or $138,774 at 6%; with 100% employer match about $156,120 at 4% or $104,080 at 6%.
Doyle Wealth Management Inc. 401K Plan-13$788,000$162,365$12,490iApproximate average salary by contribution assumption: employee only about $312,240 at 4% or $208,160 at 6%; with 50% employer match about $208,160 at 4% or $138,774 at 6%; with 100% employer match about $156,120 at 4% or $104,080 at 6%.
201118$539,862$144,517$18,065iApproximate average salary by contribution assumption: employee only about $451,616 at 4% or $301,077 at 6%; with 50% employer match about $301,077 at 4% or $200,718 at 6%; with 100% employer match about $225,808 at 4% or $150,539 at 6%.
Doyle Wealth Management Inc. 401K Plan-8$539,862$144,517$18,065iApproximate average salary by contribution assumption: employee only about $451,616 at 4% or $301,077 at 6%; with 50% employer match about $301,077 at 4% or $200,718 at 6%; with 100% employer match about $225,808 at 4% or $150,539 at 6%.
201019$453,073$128,965$14,329iApproximate average salary by contribution assumption: employee only about $358,236 at 4% or $238,824 at 6%; with 50% employer match about $238,824 at 4% or $159,216 at 6%; with 100% employer match about $179,118 at 4% or $119,412 at 6%.
Doyle Wealth Management Inc. 401K Plan-9$453,073$128,965$14,329iApproximate average salary by contribution assumption: employee only about $358,236 at 4% or $238,824 at 6%; with 50% employer match about $238,824 at 4% or $159,216 at 6%; with 100% employer match about $179,118 at 4% or $119,412 at 6%.
200917$302,890$114,171$16,310iApproximate average salary by contribution assumption: employee only about $407,754 at 4% or $271,836 at 6%; with 50% employer match about $271,836 at 4% or $181,224 at 6%; with 100% employer match about $203,877 at 4% or $135,918 at 6%.
Doyle Wealth Management Inc. 401K Plan-7$302,890$114,171$16,310iApproximate average salary by contribution assumption: employee only about $407,754 at 4% or $271,836 at 6%; with 50% employer match about $271,836 at 4% or $181,224 at 6%; with 100% employer match about $203,877 at 4% or $135,918 at 6%.
200817$142,740$95,453$13,636iApproximate average salary by contribution assumption: employee only about $340,904 at 4% or $227,269 at 6%; with 50% employer match about $227,269 at 4% or $151,513 at 6%; with 100% employer match about $170,452 at 4% or $113,635 at 6%.
Doyle Wealth Management Inc. 401K Plan-7$142,740$95,453$13,636iApproximate average salary by contribution assumption: employee only about $340,904 at 4% or $227,269 at 6%; with 50% employer match about $227,269 at 4% or $151,513 at 6%; with 100% employer match about $170,452 at 4% or $113,635 at 6%.
200718$82,191$81,815$10,227iApproximate average salary by contribution assumption: employee only about $255,672 at 4% or $170,448 at 6%; with 50% employer match about $170,448 at 4% or $113,632 at 6%; with 100% employer match about $127,836 at 4% or $85,224 at 6%.
Doyle Wealth Management Inc. 401K Plan-8$82,191$81,815$10,227iApproximate average salary by contribution assumption: employee only about $255,672 at 4% or $170,448 at 6%; with 50% employer match about $170,448 at 4% or $113,632 at 6%; with 100% employer match about $127,836 at 4% or $85,224 at 6%.