Civic Intelligence

NATIONAL WEALTH MANAGEMENT, LL

Plan context: National Wealth Management LLC 401(K) Profit Sharing Plan & Trust

EIN 20-3063471 • Florham Park, NJ • 16 filings • 8 plans

26 Columbia TurnpikeSuite 105Florham Park, NJ 07932
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$563,833

2022 Contributions

$81,514

Historical Graphs

Total Assets Over Time

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

$563,833$281,917$0200920152021YearValue
$563,833Latest year 2021

Participants Over Time

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

420200820152021YearValue
3Latest year 2021

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
202210$0$81,514-
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-0$0$81,514-
202113$563,833$82,936$27,645iApproximate average salary by contribution assumption: employee only about $691,133 at 4% or $460,756 at 6%; with 50% employer match about $460,756 at 4% or $307,170 at 6%; with 100% employer match about $345,567 at 4% or $230,378 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$563,833$82,936$27,645iApproximate average salary by contribution assumption: employee only about $691,133 at 4% or $460,756 at 6%; with 50% employer match about $460,756 at 4% or $307,170 at 6%; with 100% employer match about $345,567 at 4% or $230,378 at 6%.
202012$397,511$74,633$37,317iApproximate average salary by contribution assumption: employee only about $932,913 at 4% or $621,942 at 6%; with 50% employer match about $621,942 at 4% or $414,628 at 6%; with 100% employer match about $466,456 at 4% or $310,971 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$397,511$74,633$37,317iApproximate average salary by contribution assumption: employee only about $932,913 at 4% or $621,942 at 6%; with 50% employer match about $621,942 at 4% or $414,628 at 6%; with 100% employer match about $466,456 at 4% or $310,971 at 6%.
201912$248,096$76,749$38,375iApproximate average salary by contribution assumption: employee only about $959,363 at 4% or $639,575 at 6%; with 50% employer match about $639,575 at 4% or $426,383 at 6%; with 100% employer match about $479,681 at 4% or $319,788 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$248,096$76,749$38,375iApproximate average salary by contribution assumption: employee only about $959,363 at 4% or $639,575 at 6%; with 50% employer match about $639,575 at 4% or $426,383 at 6%; with 100% employer match about $479,681 at 4% or $319,788 at 6%.
201812$310,646$51,482$25,741iApproximate average salary by contribution assumption: employee only about $643,525 at 4% or $429,017 at 6%; with 50% employer match about $429,017 at 4% or $286,011 at 6%; with 100% employer match about $321,763 at 4% or $214,508 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$310,646$51,482$25,741iApproximate average salary by contribution assumption: employee only about $643,525 at 4% or $429,017 at 6%; with 50% employer match about $429,017 at 4% or $286,011 at 6%; with 100% employer match about $321,763 at 4% or $214,508 at 6%.
201712$283,645$44,489$22,245iApproximate average salary by contribution assumption: employee only about $556,113 at 4% or $370,742 at 6%; with 50% employer match about $370,742 at 4% or $247,161 at 6%; with 100% employer match about $278,056 at 4% or $185,371 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$283,645$44,489$22,245iApproximate average salary by contribution assumption: employee only about $556,113 at 4% or $370,742 at 6%; with 50% employer match about $370,742 at 4% or $247,161 at 6%; with 100% employer match about $278,056 at 4% or $185,371 at 6%.
201614$244,132$32,646$8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,683 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$244,132$32,646$8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,683 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%.
201514$197,008$10,925$2,731iApproximate average salary by contribution assumption: employee only about $68,281 at 4% or $45,521 at 6%; with 50% employer match about $45,521 at 4% or $30,347 at 6%; with 100% employer match about $34,141 at 4% or $22,760 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$197,008$10,925$2,731iApproximate average salary by contribution assumption: employee only about $68,281 at 4% or $45,521 at 6%; with 50% employer match about $45,521 at 4% or $30,347 at 6%; with 100% employer match about $34,141 at 4% or $22,760 at 6%.
201414$191,879$10,319$2,580iApproximate average salary by contribution assumption: employee only about $64,494 at 4% or $42,996 at 6%; with 50% employer match about $42,996 at 4% or $28,664 at 6%; with 100% employer match about $32,247 at 4% or $21,498 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$191,879$10,319$2,580iApproximate average salary by contribution assumption: employee only about $64,494 at 4% or $42,996 at 6%; with 50% employer match about $42,996 at 4% or $28,664 at 6%; with 100% employer match about $32,247 at 4% or $21,498 at 6%.
201312$156,161$13,070$6,535iApproximate average salary by contribution assumption: employee only about $163,375 at 4% or $108,917 at 6%; with 50% employer match about $108,917 at 4% or $72,611 at 6%; with 100% employer match about $81,688 at 4% or $54,458 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$156,161$13,070$6,535iApproximate average salary by contribution assumption: employee only about $163,375 at 4% or $108,917 at 6%; with 50% employer match about $108,917 at 4% or $72,611 at 6%; with 100% employer match about $81,688 at 4% or $54,458 at 6%.
201212$126,044$13,412$6,706iApproximate average salary by contribution assumption: employee only about $167,650 at 4% or $111,767 at 6%; with 50% employer match about $111,767 at 4% or $74,511 at 6%; with 100% employer match about $83,825 at 4% or $55,883 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$126,044$13,412$6,706iApproximate average salary by contribution assumption: employee only about $167,650 at 4% or $111,767 at 6%; with 50% employer match about $111,767 at 4% or $74,511 at 6%; with 100% employer match about $83,825 at 4% or $55,883 at 6%.
201112$96,784$37,498$18,749iApproximate average salary by contribution assumption: employee only about $468,725 at 4% or $312,483 at 6%; with 50% employer match about $312,483 at 4% or $208,322 at 6%; with 100% employer match about $234,363 at 4% or $156,242 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$96,784$37,498$18,749iApproximate average salary by contribution assumption: employee only about $468,725 at 4% or $312,483 at 6%; with 50% employer match about $312,483 at 4% or $208,322 at 6%; with 100% employer match about $234,363 at 4% or $156,242 at 6%.
201022$63,383$27,548$13,774iApproximate average salary by contribution assumption: employee only about $344,350 at 4% or $229,567 at 6%; with 50% employer match about $229,567 at 4% or $153,044 at 6%; with 100% employer match about $172,175 at 4% or $114,783 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$57,380$21,395$10,698iApproximate average salary by contribution assumption: employee only about $267,438 at 4% or $178,292 at 6%; with 50% employer match about $178,292 at 4% or $118,861 at 6%; with 100% employer match about $133,719 at 4% or $89,146 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-2$6,003$6,153$3,077iApproximate average salary by contribution assumption: employee only about $76,913 at 4% or $51,275 at 6%; with 50% employer match about $51,275 at 4% or $34,183 at 6%; with 100% employer match about $38,456 at 4% or $25,638 at 6%.
200913$29,726$21,055$7,018iApproximate average salary by contribution assumption: employee only about $175,458 at 4% or $116,972 at 6%; with 50% employer match about $116,972 at 4% or $77,981 at 6%; with 100% employer match about $87,729 at 4% or $58,486 at 6%.
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3$29,726$21,055$7,018iApproximate average salary by contribution assumption: employee only about $175,458 at 4% or $116,972 at 6%; with 50% employer match about $116,972 at 4% or $77,981 at 6%; with 100% employer match about $87,729 at 4% or $58,486 at 6%.
200813$0$0-
National Wealth Management LLC 401(K) Profit Sharing Plan & Trust-3---