Civic Intelligence

Apex Wealth Management LLC

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

EIN 20-5440677 • Orlando, FL • 20 filings • 3 plans

3300 S. Hiawassee Rd.Suite 103Orlando, FL 32835
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,881,198

2025 Contributions

$104,508

Historical Graphs

Total Assets Over Time

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

$1,881,198$940,599$0200620162025YearValue
$1,881,198Latest year 2025

Participants Over Time

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

630200620162025YearValue
5Latest year 2025

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
202515$1,881,198$104,508$20,902iApproximate average salary by contribution assumption: employee only about $522,540 at 4% or $348,360 at 6%; with 50% employer match about $348,360 at 4% or $232,240 at 6%; with 100% employer match about $261,270 at 4% or $174,180 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-5$1,881,198$104,508$20,902iApproximate average salary by contribution assumption: employee only about $522,540 at 4% or $348,360 at 6%; with 50% employer match about $348,360 at 4% or $232,240 at 6%; with 100% employer match about $261,270 at 4% or $174,180 at 6%.
202414$1,524,808$110,608$27,652iApproximate average salary by contribution assumption: employee only about $691,300 at 4% or $460,867 at 6%; with 50% employer match about $460,867 at 4% or $307,244 at 6%; with 100% employer match about $345,650 at 4% or $230,433 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$1,524,808$110,608$27,652iApproximate average salary by contribution assumption: employee only about $691,300 at 4% or $460,867 at 6%; with 50% employer match about $460,867 at 4% or $307,244 at 6%; with 100% employer match about $345,650 at 4% or $230,433 at 6%.
202314$1,238,955$148,311$37,078iApproximate average salary by contribution assumption: employee only about $926,944 at 4% or $617,963 at 6%; with 50% employer match about $617,963 at 4% or $411,975 at 6%; with 100% employer match about $463,472 at 4% or $308,981 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$1,238,955$148,311$37,078iApproximate average salary by contribution assumption: employee only about $926,944 at 4% or $617,963 at 6%; with 50% employer match about $617,963 at 4% or $411,975 at 6%; with 100% employer match about $463,472 at 4% or $308,981 at 6%.
202214$912,084$90,393$22,598iApproximate average salary by contribution assumption: employee only about $564,956 at 4% or $376,638 at 6%; with 50% employer match about $376,638 at 4% or $251,092 at 6%; with 100% employer match about $282,478 at 4% or $188,319 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$912,084$90,393$22,598iApproximate average salary by contribution assumption: employee only about $564,956 at 4% or $376,638 at 6%; with 50% employer match about $376,638 at 4% or $251,092 at 6%; with 100% employer match about $282,478 at 4% or $188,319 at 6%.
202114$1,028,964$82,236$20,559iApproximate average salary by contribution assumption: employee only about $513,975 at 4% or $342,650 at 6%; with 50% employer match about $342,650 at 4% or $228,433 at 6%; with 100% employer match about $256,988 at 4% or $171,325 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$1,028,964$82,236$20,559iApproximate average salary by contribution assumption: employee only about $513,975 at 4% or $342,650 at 6%; with 50% employer match about $342,650 at 4% or $228,433 at 6%; with 100% employer match about $256,988 at 4% or $171,325 at 6%.
202014$815,981$71,343$17,836iApproximate average salary by contribution assumption: employee only about $445,894 at 4% or $297,263 at 6%; with 50% employer match about $297,263 at 4% or $198,175 at 6%; with 100% employer match about $222,947 at 4% or $148,631 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$815,981$71,343$17,836iApproximate average salary by contribution assumption: employee only about $445,894 at 4% or $297,263 at 6%; with 50% employer match about $297,263 at 4% or $198,175 at 6%; with 100% employer match about $222,947 at 4% or $148,631 at 6%.
201914$624,540$64,393$16,098iApproximate average salary by contribution assumption: employee only about $402,456 at 4% or $268,304 at 6%; with 50% employer match about $268,304 at 4% or $178,869 at 6%; with 100% employer match about $201,228 at 4% or $134,152 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$624,540$64,393$16,098iApproximate average salary by contribution assumption: employee only about $402,456 at 4% or $268,304 at 6%; with 50% employer match about $268,304 at 4% or $178,869 at 6%; with 100% employer match about $201,228 at 4% or $134,152 at 6%.
201814$445,369$59,590$14,898iApproximate average salary by contribution assumption: employee only about $372,438 at 4% or $248,292 at 6%; with 50% employer match about $248,292 at 4% or $165,528 at 6%; with 100% employer match about $186,219 at 4% or $124,146 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$445,369$59,590$14,898iApproximate average salary by contribution assumption: employee only about $372,438 at 4% or $248,292 at 6%; with 50% employer match about $248,292 at 4% or $165,528 at 6%; with 100% employer match about $186,219 at 4% or $124,146 at 6%.
201714$425,029$58,077$14,519iApproximate average salary by contribution assumption: employee only about $362,981 at 4% or $241,988 at 6%; with 50% employer match about $241,988 at 4% or $161,325 at 6%; with 100% employer match about $181,491 at 4% or $120,994 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$425,029$58,077$14,519iApproximate average salary by contribution assumption: employee only about $362,981 at 4% or $241,988 at 6%; with 50% employer match about $241,988 at 4% or $161,325 at 6%; with 100% employer match about $181,491 at 4% or $120,994 at 6%.
201614$305,097$74,395$18,599iApproximate average salary by contribution assumption: employee only about $464,969 at 4% or $309,979 at 6%; with 50% employer match about $309,979 at 4% or $206,653 at 6%; with 100% employer match about $232,484 at 4% or $154,990 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$305,097$74,395$18,599iApproximate average salary by contribution assumption: employee only about $464,969 at 4% or $309,979 at 6%; with 50% employer match about $309,979 at 4% or $206,653 at 6%; with 100% employer match about $232,484 at 4% or $154,990 at 6%.
201514$233,080$33,367$8,342iApproximate average salary by contribution assumption: employee only about $208,544 at 4% or $139,029 at 6%; with 50% employer match about $139,029 at 4% or $92,686 at 6%; with 100% employer match about $104,272 at 4% or $69,515 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$233,080$33,367$8,342iApproximate average salary by contribution assumption: employee only about $208,544 at 4% or $139,029 at 6%; with 50% employer match about $139,029 at 4% or $92,686 at 6%; with 100% employer match about $104,272 at 4% or $69,515 at 6%.
201414$211,874$25,311$6,328iApproximate average salary by contribution assumption: employee only about $158,194 at 4% or $105,463 at 6%; with 50% employer match about $105,463 at 4% or $70,308 at 6%; with 100% employer match about $79,097 at 4% or $52,731 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$211,874$25,311$6,328iApproximate average salary by contribution assumption: employee only about $158,194 at 4% or $105,463 at 6%; with 50% employer match about $105,463 at 4% or $70,308 at 6%; with 100% employer match about $79,097 at 4% or $52,731 at 6%.
201315$183,872$23,702$4,740iApproximate average salary by contribution assumption: employee only about $118,510 at 4% or $79,007 at 6%; with 50% employer match about $79,007 at 4% or $52,671 at 6%; with 100% employer match about $59,255 at 4% or $39,503 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-5$183,872$23,702$4,740iApproximate average salary by contribution assumption: employee only about $118,510 at 4% or $79,007 at 6%; with 50% employer match about $79,007 at 4% or $52,671 at 6%; with 100% employer match about $59,255 at 4% or $39,503 at 6%.
201215$133,771$22,776$4,555iApproximate average salary by contribution assumption: employee only about $113,880 at 4% or $75,920 at 6%; with 50% employer match about $75,920 at 4% or $50,613 at 6%; with 100% employer match about $56,940 at 4% or $37,960 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-5$133,771$22,776$4,555iApproximate average salary by contribution assumption: employee only about $113,880 at 4% or $75,920 at 6%; with 50% employer match about $75,920 at 4% or $50,613 at 6%; with 100% employer match about $56,940 at 4% or $37,960 at 6%.
201115$98,428$6,098$1,220iApproximate average salary by contribution assumption: employee only about $30,490 at 4% or $20,327 at 6%; with 50% employer match about $20,327 at 4% or $13,551 at 6%; with 100% employer match about $15,245 at 4% or $10,163 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-5$98,428$6,098$1,220iApproximate average salary by contribution assumption: employee only about $30,490 at 4% or $20,327 at 6%; with 50% employer match about $20,327 at 4% or $13,551 at 6%; with 100% employer match about $15,245 at 4% or $10,163 at 6%.
201015$99,735$5,969$1,194iApproximate average salary by contribution assumption: employee only about $29,845 at 4% or $19,897 at 6%; with 50% employer match about $19,897 at 4% or $13,264 at 6%; with 100% employer match about $14,923 at 4% or $9,948 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-5$99,735$5,969$1,194iApproximate average salary by contribution assumption: employee only about $29,845 at 4% or $19,897 at 6%; with 50% employer match about $19,897 at 4% or $13,264 at 6%; with 100% employer match about $14,923 at 4% or $9,948 at 6%.
200916$83,604$33,380$5,563iApproximate average salary by contribution assumption: employee only about $139,083 at 4% or $92,722 at 6%; with 50% employer match about $92,722 at 4% or $61,815 at 6%; with 100% employer match about $69,542 at 4% or $46,361 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-6$83,604$33,380$5,563iApproximate average salary by contribution assumption: employee only about $139,083 at 4% or $92,722 at 6%; with 50% employer match about $92,722 at 4% or $61,815 at 6%; with 100% employer match about $69,542 at 4% or $46,361 at 6%.
200813$55,316$17,041$5,680iApproximate average salary by contribution assumption: employee only about $142,008 at 4% or $94,672 at 6%; with 50% employer match about $94,672 at 4% or $63,115 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-3$55,316$17,041$5,680iApproximate average salary by contribution assumption: employee only about $142,008 at 4% or $94,672 at 6%; with 50% employer match about $94,672 at 4% or $63,115 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%.
200714$50,537$18,201$4,550iApproximate average salary by contribution assumption: employee only about $113,756 at 4% or $75,838 at 6%; with 50% employer match about $75,838 at 4% or $50,558 at 6%; with 100% employer match about $56,878 at 4% or $37,919 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-4$50,537$18,201$4,550iApproximate average salary by contribution assumption: employee only about $113,756 at 4% or $75,838 at 6%; with 50% employer match about $75,838 at 4% or $50,558 at 6%; with 100% employer match about $56,878 at 4% or $37,919 at 6%.
200615$31,595$31,688$6,338iApproximate average salary by contribution assumption: employee only about $158,440 at 4% or $105,627 at 6%; with 50% employer match about $105,627 at 4% or $70,418 at 6%; with 100% employer match about $79,220 at 4% or $52,813 at 6%.
Apex Wealth Management LLC 401(K) & Profit Sharing Plan-5$31,595$31,688$6,338iApproximate average salary by contribution assumption: employee only about $158,440 at 4% or $105,627 at 6%; with 50% employer match about $105,627 at 4% or $70,418 at 6%; with 100% employer match about $79,220 at 4% or $52,813 at 6%.