Civic Intelligence

Mycio Wealth Partners LLC

Plan context: Mycio Wealth Partners LLC 401(K) Profit Sharing Plan

EIN 20-2611371 • Philadelphia, PA • 32 filings • 8 plans

2929 Walnut Street, Suite 1200Philadelphia, PA 19104
Current Snapshot

Latest Year

2024

2024 Participants

96

2024 Assets

$19,066,653

2024 Contributions

$1,469,298

Historical Graphs

Total Assets Over Time

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

$19,066,653$9,533,327$0200520152024YearValue
$19,066,653Latest year 2024

Participants Over Time

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

96480200520152024YearValue
96Latest year 2024

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
2024196$19,066,653$1,469,298$15,305iApproximate average salary by contribution assumption: employee only about $382,630 at 4% or $255,086 at 6%; with 50% employer match about $255,086 at 4% or $170,058 at 6%; with 100% employer match about $191,315 at 4% or $127,543 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-96$19,066,653$1,469,298$15,305iApproximate average salary by contribution assumption: employee only about $382,630 at 4% or $255,086 at 6%; with 50% employer match about $255,086 at 4% or $170,058 at 6%; with 100% employer match about $191,315 at 4% or $127,543 at 6%.
2023164$15,672,003$1,412,602$22,072iApproximate average salary by contribution assumption: employee only about $551,798 at 4% or $367,865 at 6%; with 50% employer match about $367,865 at 4% or $245,243 at 6%; with 100% employer match about $275,899 at 4% or $183,933 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-64$15,672,003$1,412,602$22,072iApproximate average salary by contribution assumption: employee only about $551,798 at 4% or $367,865 at 6%; with 50% employer match about $367,865 at 4% or $245,243 at 6%; with 100% employer match about $275,899 at 4% or $183,933 at 6%.
2022159$11,995,428$1,348,753$22,860iApproximate average salary by contribution assumption: employee only about $571,506 at 4% or $381,004 at 6%; with 50% employer match about $381,004 at 4% or $254,002 at 6%; with 100% employer match about $285,753 at 4% or $190,502 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-59$11,995,428$1,348,753$22,860iApproximate average salary by contribution assumption: employee only about $571,506 at 4% or $381,004 at 6%; with 50% employer match about $381,004 at 4% or $254,002 at 6%; with 100% employer match about $285,753 at 4% or $190,502 at 6%.
2021156$13,154,836$1,118,722$19,977iApproximate average salary by contribution assumption: employee only about $499,429 at 4% or $332,953 at 6%; with 50% employer match about $332,953 at 4% or $221,969 at 6%; with 100% employer match about $249,715 at 4% or $166,476 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-56$13,154,836$1,118,722$19,977iApproximate average salary by contribution assumption: employee only about $499,429 at 4% or $332,953 at 6%; with 50% employer match about $332,953 at 4% or $221,969 at 6%; with 100% employer match about $249,715 at 4% or $166,476 at 6%.
2020148$10,806,915$983,216$20,484iApproximate average salary by contribution assumption: employee only about $512,092 at 4% or $341,394 at 6%; with 50% employer match about $341,394 at 4% or $227,596 at 6%; with 100% employer match about $256,046 at 4% or $170,697 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-48$10,806,915$983,216$20,484iApproximate average salary by contribution assumption: employee only about $512,092 at 4% or $341,394 at 6%; with 50% employer match about $341,394 at 4% or $227,596 at 6%; with 100% employer match about $256,046 at 4% or $170,697 at 6%.
2019151$8,354,051$872,151$17,101iApproximate average salary by contribution assumption: employee only about $427,525 at 4% or $285,017 at 6%; with 50% employer match about $285,017 at 4% or $190,011 at 6%; with 100% employer match about $213,763 at 4% or $142,508 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-51$8,354,051$872,151$17,101iApproximate average salary by contribution assumption: employee only about $427,525 at 4% or $285,017 at 6%; with 50% employer match about $285,017 at 4% or $190,011 at 6%; with 100% employer match about $213,763 at 4% or $142,508 at 6%.
2018145$6,240,365$785,668$17,459iApproximate average salary by contribution assumption: employee only about $436,482 at 4% or $290,988 at 6%; with 50% employer match about $290,988 at 4% or $193,992 at 6%; with 100% employer match about $218,241 at 4% or $145,494 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-45$6,240,365$785,668$17,459iApproximate average salary by contribution assumption: employee only about $436,482 at 4% or $290,988 at 6%; with 50% employer match about $290,988 at 4% or $193,992 at 6%; with 100% employer match about $218,241 at 4% or $145,494 at 6%.
2017164$6,276,286$615,580$9,618iApproximate average salary by contribution assumption: employee only about $240,461 at 4% or $160,307 at 6%; with 50% employer match about $160,307 at 4% or $106,872 at 6%; with 100% employer match about $120,230 at 4% or $80,154 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-64$6,276,286$615,580$9,618iApproximate average salary by contribution assumption: employee only about $240,461 at 4% or $160,307 at 6%; with 50% employer match about $160,307 at 4% or $106,872 at 6%; with 100% employer match about $120,230 at 4% or $80,154 at 6%.
2016157$5,007,342$519,331$9,111iApproximate average salary by contribution assumption: employee only about $227,777 at 4% or $151,851 at 6%; with 50% employer match about $151,851 at 4% or $101,234 at 6%; with 100% employer match about $113,888 at 4% or $75,926 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-57$5,007,342$519,331$9,111iApproximate average salary by contribution assumption: employee only about $227,777 at 4% or $151,851 at 6%; with 50% employer match about $151,851 at 4% or $101,234 at 6%; with 100% employer match about $113,888 at 4% or $75,926 at 6%.
2015245$4,353,546$889,358$19,764iApproximate average salary by contribution assumption: employee only about $494,088 at 4% or $329,392 at 6%; with 50% employer match about $329,392 at 4% or $219,595 at 6%; with 100% employer match about $247,044 at 4% or $164,696 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-45$4,353,546$544,789$12,106iApproximate average salary by contribution assumption: employee only about $302,661 at 4% or $201,774 at 6%; with 50% employer match about $201,774 at 4% or $134,516 at 6%; with 100% employer match about $151,330 at 4% or $100,887 at 6%.
MYCIO WEALTH PARTNERS LLC CASH BALANCE PENSION PLAN-0$0$344,569-
2014249$7,943,219$926,425$18,907iApproximate average salary by contribution assumption: employee only about $472,666 at 4% or $315,111 at 6%; with 50% employer match about $315,111 at 4% or $210,074 at 6%; with 100% employer match about $236,333 at 4% or $157,555 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-49$4,133,291$557,250$11,372iApproximate average salary by contribution assumption: employee only about $284,311 at 4% or $189,541 at 6%; with 50% employer match about $189,541 at 4% or $126,361 at 6%; with 100% employer match about $142,156 at 4% or $94,770 at 6%.
MYCIO WEALTH PARTNERS LLC CASH BALANCE PENSION PLAN-45$3,809,928$369,175$8,204iApproximate average salary by contribution assumption: employee only about $205,097 at 4% or $136,731 at 6%; with 50% employer match about $136,731 at 4% or $91,154 at 6%; with 100% employer match about $102,549 at 4% or $68,366 at 6%.
2013246$6,725,441$970,016$21,087iApproximate average salary by contribution assumption: employee only about $527,183 at 4% or $351,455 at 6%; with 50% employer match about $351,455 at 4% or $234,303 at 6%; with 100% employer match about $263,591 at 4% or $175,728 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-46$3,514,518$549,028$11,935iApproximate average salary by contribution assumption: employee only about $298,385 at 4% or $198,923 at 6%; with 50% employer match about $198,923 at 4% or $132,615 at 6%; with 100% employer match about $149,192 at 4% or $99,462 at 6%.
MYCIO WEALTH PARTNERS LLC CASH BALANCE PENSION PLAN-42$3,210,923$420,988$10,024iApproximate average salary by contribution assumption: employee only about $250,588 at 4% or $167,059 at 6%; with 50% employer match about $167,059 at 4% or $111,372 at 6%; with 100% employer match about $125,294 at 4% or $83,529 at 6%.
2012243$5,325,392$884,370$20,567iApproximate average salary by contribution assumption: employee only about $514,169 at 4% or $342,779 at 6%; with 50% employer match about $342,779 at 4% or $228,519 at 6%; with 100% employer match about $257,084 at 4% or $171,390 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-43$2,685,655$529,917$12,324iApproximate average salary by contribution assumption: employee only about $308,091 at 4% or $205,394 at 6%; with 50% employer match about $205,394 at 4% or $136,929 at 6%; with 100% employer match about $154,046 at 4% or $102,697 at 6%.
MYCIO WEALTH PARTNERS LLC CASH BALANCE PENSION PLAN-39$2,639,737$354,453$9,089iApproximate average salary by contribution assumption: employee only about $227,213 at 4% or $151,476 at 6%; with 50% employer match about $151,476 at 4% or $100,984 at 6%; with 100% employer match about $113,607 at 4% or $75,738 at 6%.
2011239$4,081,323$970,407$24,882iApproximate average salary by contribution assumption: employee only about $622,056 at 4% or $414,704 at 6%; with 50% employer match about $414,704 at 4% or $276,469 at 6%; with 100% employer match about $311,028 at 4% or $207,352 at 6%.
MYCIO WEALTH PARTNERS LLC OURMAX RETIREMENT PLAN-35$2,106,003$523,459$14,956iApproximate average salary by contribution assumption: employee only about $373,899 at 4% or $249,266 at 6%; with 50% employer match about $249,266 at 4% or $166,177 at 6%; with 100% employer match about $186,950 at 4% or $124,633 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-39$1,975,320$446,948$11,460iApproximate average salary by contribution assumption: employee only about $286,505 at 4% or $191,003 at 6%; with 50% employer match about $191,003 at 4% or $127,336 at 6%; with 100% employer match about $143,253 at 4% or $95,502 at 6%.
2010235$3,204,019$530,416$15,155iApproximate average salary by contribution assumption: employee only about $378,869 at 4% or $252,579 at 6%; with 50% employer match about $252,579 at 4% or $168,386 at 6%; with 100% employer match about $189,434 at 4% or $126,290 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-35$1,622,969$387,060$11,059iApproximate average salary by contribution assumption: employee only about $276,471 at 4% or $184,314 at 6%; with 50% employer match about $184,314 at 4% or $122,876 at 6%; with 100% employer match about $138,236 at 4% or $92,157 at 6%.
MYCIO WEALTH PARTNERS LLC OURMAX RETIREMENT PLAN-34$1,581,050$143,356$4,216iApproximate average salary by contribution assumption: employee only about $105,409 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,848 at 6%; with 100% employer match about $52,704 at 4% or $35,136 at 6%.
2009245$2,280,443$628,195$13,960iApproximate average salary by contribution assumption: employee only about $348,997 at 4% or $232,665 at 6%; with 50% employer match about $232,665 at 4% or $155,110 at 6%; with 100% employer match about $174,499 at 4% or $116,332 at 6%.
MYCIO WEALTH PARTNERS LLC OURMAX RETIREMENT PLAN-31$1,182,540$295,728$9,540iApproximate average salary by contribution assumption: employee only about $238,490 at 4% or $158,994 at 6%; with 50% employer match about $158,994 at 4% or $105,996 at 6%; with 100% employer match about $119,245 at 4% or $79,497 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-45$1,097,903$332,467$7,388iApproximate average salary by contribution assumption: employee only about $184,704 at 4% or $123,136 at 6%; with 50% employer match about $123,136 at 4% or $82,091 at 6%; with 100% employer match about $92,352 at 4% or $61,568 at 6%.
2008330$679,962$354,830$11,828iApproximate average salary by contribution assumption: employee only about $295,692 at 4% or $197,128 at 6%; with 50% employer match about $197,128 at 4% or $131,419 at 6%; with 100% employer match about $147,846 at 4% or $98,564 at 6%.
Mycio Wealth Partners LLC 401(K) Profit Sharing Plan-29$679,962--
MYCIO WEALTH PARTNERS LLC - OURMAX RETIREMENT PLAN-30---
MYCIO 401K PROFIT SHARING PLAN-0-$354,830-
2007231$0$0-
MYCIO 401K PROFIT SHARING PLAN-24---
MYCIO WEALTH PARTNERS LLC OURMAX RETIREMENT PLAN-31---
2006220$640,996$401,097$20,055iApproximate average salary by contribution assumption: employee only about $501,371 at 4% or $334,248 at 6%; with 50% employer match about $334,248 at 4% or $222,832 at 6%; with 100% employer match about $250,686 at 4% or $167,124 at 6%.
MYCIO 401K PROFIT SHARING PLAN-20$359,383$237,833$11,892iApproximate average salary by contribution assumption: employee only about $297,291 at 4% or $198,194 at 6%; with 50% employer match about $198,194 at 4% or $132,129 at 6%; with 100% employer match about $148,646 at 4% or $99,097 at 6%.
MYCIO WEALTH PARTNERS LLC OURMAX RETIREMENT PLAN-20$281,613$163,264$8,163iApproximate average salary by contribution assumption: employee only about $204,080 at 4% or $136,053 at 6%; with 50% employer match about $136,053 at 4% or $90,702 at 6%; with 100% employer match about $102,040 at 4% or $68,027 at 6%.
2005213$208,480$208,541$16,042iApproximate average salary by contribution assumption: employee only about $401,040 at 4% or $267,360 at 6%; with 50% employer match about $267,360 at 4% or $178,240 at 6%; with 100% employer match about $200,520 at 4% or $133,680 at 6%.
MYCIO WEALTH PARTNERS LLC - OURMAX RETIREMENT PLAN-13$109,190$109,190$8,399iApproximate average salary by contribution assumption: employee only about $209,981 at 4% or $139,987 at 6%; with 50% employer match about $139,987 at 4% or $93,325 at 6%; with 100% employer match about $104,990 at 4% or $69,994 at 6%.
MYCIO 401K PROFIT SHARING PLAN-12$99,290$99,351$8,279iApproximate average salary by contribution assumption: employee only about $206,981 at 4% or $137,988 at 6%; with 50% employer match about $137,988 at 4% or $91,992 at 6%; with 100% employer match about $103,491 at 4% or $68,994 at 6%.