Civic Intelligence

Mtx Wealth Management LLC

Plan context: Mtx Wealth Management Retirement Plan

EIN 20-5880148 • Reston, VA • 12 filings • 1 plans

11710 Plaza America Dr, Ste 1010Reston, VA 20190
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$1,588,628

2018 Contributions

$92,632

Historical Graphs

Total Assets Over Time

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

$1,588,628$794,314$0200820132017YearValue
$1,588,628Latest year 2017

Participants Over Time

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

950200720122017YearValue
9Latest year 2017

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
201810$0$92,632-
Mtx Wealth Management Retirement Plan-0$0$92,632-
201719$1,588,628$111,791$12,421iApproximate average salary by contribution assumption: employee only about $310,531 at 4% or $207,020 at 6%; with 50% employer match about $207,020 at 4% or $138,014 at 6%; with 100% employer match about $155,265 at 4% or $103,510 at 6%.
Mtx Wealth Management Retirement Plan-9$1,588,628$111,791$12,421iApproximate average salary by contribution assumption: employee only about $310,531 at 4% or $207,020 at 6%; with 50% employer match about $207,020 at 4% or $138,014 at 6%; with 100% employer match about $155,265 at 4% or $103,510 at 6%.
201619$1,227,909$118,483$13,165iApproximate average salary by contribution assumption: employee only about $329,119 at 4% or $219,413 at 6%; with 50% employer match about $219,413 at 4% or $146,275 at 6%; with 100% employer match about $164,560 at 4% or $109,706 at 6%.
Mtx Wealth Management Retirement Plan-9$1,227,909$118,483$13,165iApproximate average salary by contribution assumption: employee only about $329,119 at 4% or $219,413 at 6%; with 50% employer match about $219,413 at 4% or $146,275 at 6%; with 100% employer match about $164,560 at 4% or $109,706 at 6%.
201519$1,566,457$106,422$11,825iApproximate average salary by contribution assumption: employee only about $295,617 at 4% or $197,078 at 6%; with 50% employer match about $197,078 at 4% or $131,385 at 6%; with 100% employer match about $147,808 at 4% or $98,539 at 6%.
Mtx Wealth Management Retirement Plan-9$1,566,457$106,422$11,825iApproximate average salary by contribution assumption: employee only about $295,617 at 4% or $197,078 at 6%; with 50% employer match about $197,078 at 4% or $131,385 at 6%; with 100% employer match about $147,808 at 4% or $98,539 at 6%.
201419$1,551,142$173,890$19,321iApproximate average salary by contribution assumption: employee only about $483,028 at 4% or $322,019 at 6%; with 50% employer match about $322,019 at 4% or $214,679 at 6%; with 100% employer match about $241,514 at 4% or $161,009 at 6%.
Mtx Wealth Management Retirement Plan-9$1,551,142$173,890$19,321iApproximate average salary by contribution assumption: employee only about $483,028 at 4% or $322,019 at 6%; with 50% employer match about $322,019 at 4% or $214,679 at 6%; with 100% employer match about $241,514 at 4% or $161,009 at 6%.
201319$1,310,935$165,687$18,410iApproximate average salary by contribution assumption: employee only about $460,242 at 4% or $306,828 at 6%; with 50% employer match about $306,828 at 4% or $204,552 at 6%; with 100% employer match about $230,121 at 4% or $153,414 at 6%.
Mtx Wealth Management Retirement Plan-9$1,310,935$165,687$18,410iApproximate average salary by contribution assumption: employee only about $460,242 at 4% or $306,828 at 6%; with 50% employer match about $306,828 at 4% or $204,552 at 6%; with 100% employer match about $230,121 at 4% or $153,414 at 6%.
201217$1,006,583$279,067$39,867iApproximate average salary by contribution assumption: employee only about $996,668 at 4% or $664,445 at 6%; with 50% employer match about $664,445 at 4% or $442,963 at 6%; with 100% employer match about $498,334 at 4% or $332,223 at 6%.
Mtx Wealth Management Retirement Plan-7$1,006,583$279,067$39,867iApproximate average salary by contribution assumption: employee only about $996,668 at 4% or $664,445 at 6%; with 50% employer match about $664,445 at 4% or $442,963 at 6%; with 100% employer match about $498,334 at 4% or $332,223 at 6%.
201118$755,406$169,567$21,196iApproximate average salary by contribution assumption: employee only about $529,897 at 4% or $353,265 at 6%; with 50% employer match about $353,265 at 4% or $235,510 at 6%; with 100% employer match about $264,948 at 4% or $176,632 at 6%.
Mtx Wealth Management Retirement Plan-8$755,406$169,567$21,196iApproximate average salary by contribution assumption: employee only about $529,897 at 4% or $353,265 at 6%; with 50% employer match about $353,265 at 4% or $235,510 at 6%; with 100% employer match about $264,948 at 4% or $176,632 at 6%.
201017$622,182$155,865$22,266iApproximate average salary by contribution assumption: employee only about $556,661 at 4% or $371,107 at 6%; with 50% employer match about $371,107 at 4% or $247,405 at 6%; with 100% employer match about $278,330 at 4% or $185,554 at 6%.
Mtx Wealth Management Retirement Plan-7$622,182$155,865$22,266iApproximate average salary by contribution assumption: employee only about $556,661 at 4% or $371,107 at 6%; with 50% employer match about $371,107 at 4% or $247,405 at 6%; with 100% employer match about $278,330 at 4% or $185,554 at 6%.
200917$402,624$153,754$21,965iApproximate average salary by contribution assumption: employee only about $549,121 at 4% or $366,081 at 6%; with 50% employer match about $366,081 at 4% or $244,054 at 6%; with 100% employer match about $274,561 at 4% or $183,040 at 6%.
Mtx Wealth Management Retirement Plan-7$402,624$153,754$21,965iApproximate average salary by contribution assumption: employee only about $549,121 at 4% or $366,081 at 6%; with 50% employer match about $366,081 at 4% or $244,054 at 6%; with 100% employer match about $274,561 at 4% or $183,040 at 6%.
200817$196,367$128,607$18,372iApproximate average salary by contribution assumption: employee only about $459,311 at 4% or $306,207 at 6%; with 50% employer match about $306,207 at 4% or $204,138 at 6%; with 100% employer match about $229,655 at 4% or $153,104 at 6%.
Mtx Wealth Management Retirement Plan-7$196,367$128,607$18,372iApproximate average salary by contribution assumption: employee only about $459,311 at 4% or $306,207 at 6%; with 50% employer match about $306,207 at 4% or $204,138 at 6%; with 100% employer match about $229,655 at 4% or $153,104 at 6%.
200717$0$0-
Mtx Wealth Management Retirement Plan-7---