Civic Intelligence

Purnell Wealth Management LLC

Plan context: Purnell Wealth Management LLC Retirement Savings Plan and Trust

EIN 20-8409008 • Milwaukee, WI • 9 filings • 1 plans

1300 N. Prospect AvenueSuite 401Milwaukee, WI 53202-3022
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$3,445,833

2016 Contributions

$4,222

Historical Graphs

Total Assets Over Time

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

$3,617,752$1,808,876$0200820122015YearValue
$3,445,833Latest year 2015

Participants Over Time

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

320200820122015YearValue
3Latest year 2015

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
201610$0$4,222-
Purnell Wealth Management LLC Retirement Savings Plan and Trust-0$0$4,222-
201513$3,445,833$8,145$2,715iApproximate average salary by contribution assumption: employee only about $67,875 at 4% or $45,250 at 6%; with 50% employer match about $45,250 at 4% or $30,167 at 6%; with 100% employer match about $33,938 at 4% or $22,625 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$3,445,833$8,145$2,715iApproximate average salary by contribution assumption: employee only about $67,875 at 4% or $45,250 at 6%; with 50% employer match about $45,250 at 4% or $30,167 at 6%; with 100% employer match about $33,938 at 4% or $22,625 at 6%.
201413$3,617,752$125,078$41,693iApproximate average salary by contribution assumption: employee only about $1,042,317 at 4% or $694,878 at 6%; with 50% employer match about $694,878 at 4% or $463,252 at 6%; with 100% employer match about $521,158 at 4% or $347,439 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$3,617,752$125,078$41,693iApproximate average salary by contribution assumption: employee only about $1,042,317 at 4% or $694,878 at 6%; with 50% employer match about $694,878 at 4% or $463,252 at 6%; with 100% employer match about $521,158 at 4% or $347,439 at 6%.
201313$3,467,198$55,007$18,336iApproximate average salary by contribution assumption: employee only about $458,392 at 4% or $305,594 at 6%; with 50% employer match about $305,594 at 4% or $203,730 at 6%; with 100% employer match about $229,196 at 4% or $152,797 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$3,467,198$55,007$18,336iApproximate average salary by contribution assumption: employee only about $458,392 at 4% or $305,594 at 6%; with 50% employer match about $305,594 at 4% or $203,730 at 6%; with 100% employer match about $229,196 at 4% or $152,797 at 6%.
201213$2,977,417$21,127$7,042iApproximate average salary by contribution assumption: employee only about $176,058 at 4% or $117,372 at 6%; with 50% employer match about $117,372 at 4% or $78,248 at 6%; with 100% employer match about $88,029 at 4% or $58,686 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$2,977,417$21,127$7,042iApproximate average salary by contribution assumption: employee only about $176,058 at 4% or $117,372 at 6%; with 50% employer match about $117,372 at 4% or $78,248 at 6%; with 100% employer match about $88,029 at 4% or $58,686 at 6%.
201113$2,615,261$53,879$17,960iApproximate average salary by contribution assumption: employee only about $448,992 at 4% or $299,328 at 6%; with 50% employer match about $299,328 at 4% or $199,552 at 6%; with 100% employer match about $224,496 at 4% or $149,664 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$2,615,261$53,879$17,960iApproximate average salary by contribution assumption: employee only about $448,992 at 4% or $299,328 at 6%; with 50% employer match about $299,328 at 4% or $199,552 at 6%; with 100% employer match about $224,496 at 4% or $149,664 at 6%.
201013$2,701,706$108,361$36,120iApproximate average salary by contribution assumption: employee only about $903,008 at 4% or $602,006 at 6%; with 50% employer match about $602,006 at 4% or $401,337 at 6%; with 100% employer match about $451,504 at 4% or $301,003 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$2,701,706$108,361$36,120iApproximate average salary by contribution assumption: employee only about $903,008 at 4% or $602,006 at 6%; with 50% employer match about $602,006 at 4% or $401,337 at 6%; with 100% employer match about $451,504 at 4% or $301,003 at 6%.
200913$2,357,609$49,509$16,503iApproximate average salary by contribution assumption: employee only about $412,575 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,367 at 6%; with 100% employer match about $206,288 at 4% or $137,525 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$2,357,609$49,509$16,503iApproximate average salary by contribution assumption: employee only about $412,575 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,367 at 6%; with 100% employer match about $206,288 at 4% or $137,525 at 6%.
200813$1,840,987$49,473$16,491iApproximate average salary by contribution assumption: employee only about $412,275 at 4% or $274,850 at 6%; with 50% employer match about $274,850 at 4% or $183,233 at 6%; with 100% employer match about $206,138 at 4% or $137,425 at 6%.
Purnell Wealth Management LLC Retirement Savings Plan and Trust-3$1,840,987$49,473$16,491iApproximate average salary by contribution assumption: employee only about $412,275 at 4% or $274,850 at 6%; with 50% employer match about $274,850 at 4% or $183,233 at 6%; with 100% employer match about $206,138 at 4% or $137,425 at 6%.