C5 Wealth Management, L.L.C.
Plan context: C5 Wealth Management, L.L.C. Profit Sharing Plan
EIN 20-5701357 • Great Falls, VI • 6 filings • 1 plans
Current Snapshot
Latest Year
2012
2012 Participants
9
2012 Assets
$714,070
2012 Contributions
$79,261
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $79,261 | - |
| C5 Wealth Management, L.L.C. Profit Sharing Plan | - | 0 | $0 | $79,261 | - |
| 2011 | 1 | 9 | $714,070 | $180,339 | $20,038iApproximate average salary by contribution assumption: employee only about $500,942 at 4% or $333,961 at 6%; with 50% employer match about $333,961 at 4% or $222,641 at 6%; with 100% employer match about $250,471 at 4% or $166,981 at 6%. |
| C5 Wealth Management, L.L.C. Profit Sharing Plan | - | 9 | $714,070 | $180,339 | $20,038iApproximate average salary by contribution assumption: employee only about $500,942 at 4% or $333,961 at 6%; with 50% employer match about $333,961 at 4% or $222,641 at 6%; with 100% employer match about $250,471 at 4% or $166,981 at 6%. |
| 2010 | 1 | 8 | $567,724 | $159,455 | $19,932iApproximate average salary by contribution assumption: employee only about $498,297 at 4% or $332,198 at 6%; with 50% employer match about $332,198 at 4% or $221,465 at 6%; with 100% employer match about $249,148 at 4% or $166,099 at 6%. |
| C5 Wealth Management, L.L.C. Profit Sharing Plan | - | 8 | $567,724 | $159,455 | $19,932iApproximate average salary by contribution assumption: employee only about $498,297 at 4% or $332,198 at 6%; with 50% employer match about $332,198 at 4% or $221,465 at 6%; with 100% employer match about $249,148 at 4% or $166,099 at 6%. |
| 2009 | 1 | 7 | $362,889 | $147,044 | $21,006iApproximate average salary by contribution assumption: employee only about $525,157 at 4% or $350,105 at 6%; with 50% employer match about $350,105 at 4% or $233,403 at 6%; with 100% employer match about $262,579 at 4% or $175,052 at 6%. |
| C5 Wealth Management, L.L.C. Profit Sharing Plan | - | 7 | $362,889 | $147,044 | $21,006iApproximate average salary by contribution assumption: employee only about $525,157 at 4% or $350,105 at 6%; with 50% employer match about $350,105 at 4% or $233,403 at 6%; with 100% employer match about $262,579 at 4% or $175,052 at 6%. |
| 2008 | 1 | 7 | $165,565 | $156,332 | $22,333iApproximate average salary by contribution assumption: employee only about $558,329 at 4% or $372,219 at 6%; with 50% employer match about $372,219 at 4% or $248,146 at 6%; with 100% employer match about $279,164 at 4% or $186,110 at 6%. |
| C5 Wealth Management, L.L.C. Profit Sharing Plan | - | 7 | $165,565 | $156,332 | $22,333iApproximate average salary by contribution assumption: employee only about $558,329 at 4% or $372,219 at 6%; with 50% employer match about $372,219 at 4% or $248,146 at 6%; with 100% employer match about $279,164 at 4% or $186,110 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| C5 Wealth Management, L.L.C. Profit Sharing Plan | - | 5 | - | - | - |