Civic Intelligence

Private Wealth Management

Plan context: Private Wealth Management 401(K) Plan

EIN 20-3028884 • Lake Mary, FL • 7 filings • 1 plans

1540 International ParkwaySuite 3030Lake Mary, FL 32746
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$268,840

2020 Contributions

$79

Historical Graphs

Total Assets Over Time

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

$268,840$134,420$0201420172019YearValue
$268,840Latest year 2019

Participants Over Time

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

630201420172019YearValue
5Latest 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$79-
Private Wealth Management 401(K) Plan-0$0$79-
201915$268,840$50,392$10,078iApproximate average salary by contribution assumption: employee only about $251,960 at 4% or $167,973 at 6%; with 50% employer match about $167,973 at 4% or $111,982 at 6%; with 100% employer match about $125,980 at 4% or $83,987 at 6%.
Private Wealth Management 401(K) Plan-5$268,840$50,392$10,078iApproximate average salary by contribution assumption: employee only about $251,960 at 4% or $167,973 at 6%; with 50% employer match about $167,973 at 4% or $111,982 at 6%; with 100% employer match about $125,980 at 4% or $83,987 at 6%.
201814$172,650$43,322$10,831iApproximate average salary by contribution assumption: employee only about $270,763 at 4% or $180,508 at 6%; with 50% employer match about $180,508 at 4% or $120,339 at 6%; with 100% employer match about $135,381 at 4% or $90,254 at 6%.
Private Wealth Management 401(K) Plan-4$172,650$43,322$10,831iApproximate average salary by contribution assumption: employee only about $270,763 at 4% or $180,508 at 6%; with 50% employer match about $180,508 at 4% or $120,339 at 6%; with 100% employer match about $135,381 at 4% or $90,254 at 6%.
201714$152,013$33,655$8,414iApproximate average salary by contribution assumption: employee only about $210,344 at 4% or $140,229 at 6%; with 50% employer match about $140,229 at 4% or $93,486 at 6%; with 100% employer match about $105,172 at 4% or $70,115 at 6%.
Private Wealth Management 401(K) Plan-4$152,013$33,655$8,414iApproximate average salary by contribution assumption: employee only about $210,344 at 4% or $140,229 at 6%; with 50% employer match about $140,229 at 4% or $93,486 at 6%; with 100% employer match about $105,172 at 4% or $70,115 at 6%.
201614$100,418$43,144$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
Private Wealth Management 401(K) Plan-4$100,418$43,144$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
201514$52,900$44,820$11,205iApproximate average salary by contribution assumption: employee only about $280,125 at 4% or $186,750 at 6%; with 50% employer match about $186,750 at 4% or $124,500 at 6%; with 100% employer match about $140,063 at 4% or $93,375 at 6%.
Private Wealth Management 401(K) Plan-4$52,900$44,820$11,205iApproximate average salary by contribution assumption: employee only about $280,125 at 4% or $186,750 at 6%; with 50% employer match about $186,750 at 4% or $124,500 at 6%; with 100% employer match about $140,063 at 4% or $93,375 at 6%.
201416$27,871$28,378$4,730iApproximate average salary by contribution assumption: employee only about $118,242 at 4% or $78,828 at 6%; with 50% employer match about $78,828 at 4% or $52,552 at 6%; with 100% employer match about $59,121 at 4% or $39,414 at 6%.
Private Wealth Management 401(K) Plan-6$27,871$28,378$4,730iApproximate average salary by contribution assumption: employee only about $118,242 at 4% or $78,828 at 6%; with 50% employer match about $78,828 at 4% or $52,552 at 6%; with 100% employer match about $59,121 at 4% or $39,414 at 6%.