Civic Intelligence

ARGENT WEALTH MANAGEMENT INC

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

EIN 20-5972245 • Waltham, MA • 11 filings • 7 plans

200 Fifth Avenue7th FloorWaltham, MA 02451
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$13,587

2023 Contributions

$486,107

Historical Graphs

Total Assets Over Time

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

$7,988,032$3,994,016$0201420182022YearValue
$13,587Latest year 2022

Participants Over Time

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

32160201420182022YearValue
1Latest year 2022

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
202310$0$0-
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-0$0--
202211$13,587$0-
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-1$13,587--
2021122$18,051$0-
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-22$18,051--
2020124$7,988,032$486,107$20,254iApproximate average salary by contribution assumption: employee only about $506,361 at 4% or $337,574 at 6%; with 50% employer match about $337,574 at 4% or $225,050 at 6%; with 100% employer match about $253,181 at 4% or $168,787 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-24$7,988,032$486,107$20,254iApproximate average salary by contribution assumption: employee only about $506,361 at 4% or $337,574 at 6%; with 50% employer match about $337,574 at 4% or $225,050 at 6%; with 100% employer match about $253,181 at 4% or $168,787 at 6%.
2019127$7,404,954$503,378$18,644iApproximate average salary by contribution assumption: employee only about $466,091 at 4% or $310,727 at 6%; with 50% employer match about $310,727 at 4% or $207,151 at 6%; with 100% employer match about $233,045 at 4% or $155,364 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-27$7,404,954$503,378$18,644iApproximate average salary by contribution assumption: employee only about $466,091 at 4% or $310,727 at 6%; with 50% employer match about $310,727 at 4% or $207,151 at 6%; with 100% employer match about $233,045 at 4% or $155,364 at 6%.
2018228$7,649,509$582,817$20,815iApproximate average salary by contribution assumption: employee only about $520,372 at 4% or $346,915 at 6%; with 50% employer match about $346,915 at 4% or $231,277 at 6%; with 100% employer match about $260,186 at 4% or $173,457 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-28$5,722,506$397,387$14,192iApproximate average salary by contribution assumption: employee only about $354,810 at 4% or $236,540 at 6%; with 50% employer match about $236,540 at 4% or $157,693 at 6%; with 100% employer match about $177,405 at 4% or $118,270 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-13$1,927,003$185,430$14,264iApproximate average salary by contribution assumption: employee only about $356,596 at 4% or $237,731 at 6%; with 50% employer match about $237,731 at 4% or $158,487 at 6%; with 100% employer match about $178,298 at 4% or $118,865 at 6%.
2017132$5,553,091$402,512$12,579iApproximate average salary by contribution assumption: employee only about $314,463 at 4% or $209,642 at 6%; with 50% employer match about $209,642 at 4% or $139,761 at 6%; with 100% employer match about $157,231 at 4% or $104,821 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-32$5,553,091$402,512$12,579iApproximate average salary by contribution assumption: employee only about $314,463 at 4% or $209,642 at 6%; with 50% employer match about $209,642 at 4% or $139,761 at 6%; with 100% employer match about $157,231 at 4% or $104,821 at 6%.
2016132$4,447,727$386,130$12,067iApproximate average salary by contribution assumption: employee only about $301,664 at 4% or $201,109 at 6%; with 50% employer match about $201,109 at 4% or $134,073 at 6%; with 100% employer match about $150,832 at 4% or $100,555 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-32$4,447,727$386,130$12,067iApproximate average salary by contribution assumption: employee only about $301,664 at 4% or $201,109 at 6%; with 50% employer match about $201,109 at 4% or $134,073 at 6%; with 100% employer match about $150,832 at 4% or $100,555 at 6%.
2015131$3,729,844$354,133$11,424iApproximate average salary by contribution assumption: employee only about $285,591 at 4% or $190,394 at 6%; with 50% employer match about $190,394 at 4% or $126,929 at 6%; with 100% employer match about $142,796 at 4% or $95,197 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-31$3,729,844$354,133$11,424iApproximate average salary by contribution assumption: employee only about $285,591 at 4% or $190,394 at 6%; with 50% employer match about $190,394 at 4% or $126,929 at 6%; with 100% employer match about $142,796 at 4% or $95,197 at 6%.
2014131$3,520,928$400,755$12,928iApproximate average salary by contribution assumption: employee only about $323,190 at 4% or $215,460 at 6%; with 50% employer match about $215,460 at 4% or $143,640 at 6%; with 100% employer match about $161,595 at 4% or $107,730 at 6%.
Argent Wealth Management LLC 401(K) Profit Sharing Plan & Trust-31$3,520,928$400,755$12,928iApproximate average salary by contribution assumption: employee only about $323,190 at 4% or $215,460 at 6%; with 50% employer match about $215,460 at 4% or $143,640 at 6%; with 100% employer match about $161,595 at 4% or $107,730 at 6%.