Rwi Wealth Management LLC
Plan context: Rwi Wealth Management LLC 401 K Profit Sharing Plan Trust
EIN 20-4761613 • Gurnee, IL • 3 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
6
2017 Assets
$720,450
2017 Contributions
$6,862
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 6 | $720,450 | $6,862 | $1,144iApproximate average salary by contribution assumption: employee only about $28,592 at 4% or $19,061 at 6%; with 50% employer match about $19,061 at 4% or $12,707 at 6%; with 100% employer match about $14,296 at 4% or $9,531 at 6%. |
| Rwi Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 6 | $720,450 | $6,862 | $1,144iApproximate average salary by contribution assumption: employee only about $28,592 at 4% or $19,061 at 6%; with 50% employer match about $19,061 at 4% or $12,707 at 6%; with 100% employer match about $14,296 at 4% or $9,531 at 6%. |
| 2016 | 1 | 9 | $685,379 | $166,512 | $18,501iApproximate average salary by contribution assumption: employee only about $462,533 at 4% or $308,356 at 6%; with 50% employer match about $308,356 at 4% or $205,570 at 6%; with 100% employer match about $231,267 at 4% or $154,178 at 6%. |
| Rwi Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 9 | $685,379 | $166,512 | $18,501iApproximate average salary by contribution assumption: employee only about $462,533 at 4% or $308,356 at 6%; with 50% employer match about $308,356 at 4% or $205,570 at 6%; with 100% employer match about $231,267 at 4% or $154,178 at 6%. |
| 2015 | 1 | 2 | $516,409 | $517,608 | $258,804iApproximate average salary by contribution assumption: employee only about $6,470,100 at 4% or $4,313,400 at 6%; with 50% employer match about $4,313,400 at 4% or $2,875,600 at 6%; with 100% employer match about $3,235,050 at 4% or $2,156,700 at 6%. |
| Rwi Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $516,409 | $517,608 | $258,804iApproximate average salary by contribution assumption: employee only about $6,470,100 at 4% or $4,313,400 at 6%; with 50% employer match about $4,313,400 at 4% or $2,875,600 at 6%; with 100% employer match about $3,235,050 at 4% or $2,156,700 at 6%. |