Civic Intelligence

Prudent Wealth Management Inc.

Plan context: Prudent Wealth Management Inc. 401K Profit Sharing Plan

EIN 23-3098070 • Feasterville, PA • 19 filings • 1 plans

221 West Street RoadFeasterville, PA 19053
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,349,533

2024 Contributions

$1,720

Historical Graphs

Total Assets Over Time

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

$1,494,576$747,288$0200620152024YearValue
$1,349,533Latest year 2024

Participants Over Time

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

210200620152024YearValue
2Latest year 2024

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
202412$1,349,533$0-
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$1,349,533--
202312$1,494,576$0-
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$1,494,576--
202212$1,407,832$0-
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$1,407,832--
202112$1,337,373$0-
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$1,337,373--
202012$1,170,179$0-
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$1,170,179--
201911$962,329$0-
Prudent Wealth Management Inc. 401K Profit Sharing Plan-1$962,329--
201811$940,436$1,720$1,720iApproximate average salary by contribution assumption: employee only about $43,000 at 4% or $28,667 at 6%; with 50% employer match about $28,667 at 4% or $19,111 at 6%; with 100% employer match about $21,500 at 4% or $14,333 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-1$940,436$1,720$1,720iApproximate average salary by contribution assumption: employee only about $43,000 at 4% or $28,667 at 6%; with 50% employer match about $28,667 at 4% or $19,111 at 6%; with 100% employer match about $21,500 at 4% or $14,333 at 6%.
201712$890,893$4,116$2,058iApproximate average salary by contribution assumption: employee only about $51,450 at 4% or $34,300 at 6%; with 50% employer match about $34,300 at 4% or $22,867 at 6%; with 100% employer match about $25,725 at 4% or $17,150 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$890,893$4,116$2,058iApproximate average salary by contribution assumption: employee only about $51,450 at 4% or $34,300 at 6%; with 50% employer match about $34,300 at 4% or $22,867 at 6%; with 100% employer match about $25,725 at 4% or $17,150 at 6%.
201612$815,170$4,208$2,104iApproximate average salary by contribution assumption: employee only about $52,600 at 4% or $35,067 at 6%; with 50% employer match about $35,067 at 4% or $23,378 at 6%; with 100% employer match about $26,300 at 4% or $17,533 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$815,170$4,208$2,104iApproximate average salary by contribution assumption: employee only about $52,600 at 4% or $35,067 at 6%; with 50% employer match about $35,067 at 4% or $23,378 at 6%; with 100% employer match about $26,300 at 4% or $17,533 at 6%.
201512$756,276$42,970$21,485iApproximate average salary by contribution assumption: employee only about $537,125 at 4% or $358,083 at 6%; with 50% employer match about $358,083 at 4% or $238,722 at 6%; with 100% employer match about $268,563 at 4% or $179,042 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$756,276$42,970$21,485iApproximate average salary by contribution assumption: employee only about $537,125 at 4% or $358,083 at 6%; with 50% employer match about $358,083 at 4% or $238,722 at 6%; with 100% employer match about $268,563 at 4% or $179,042 at 6%.
201412$705,140$41,879$20,940iApproximate average salary by contribution assumption: employee only about $523,488 at 4% or $348,992 at 6%; with 50% employer match about $348,992 at 4% or $232,661 at 6%; with 100% employer match about $261,744 at 4% or $174,496 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$705,140$41,879$20,940iApproximate average salary by contribution assumption: employee only about $523,488 at 4% or $348,992 at 6%; with 50% employer match about $348,992 at 4% or $232,661 at 6%; with 100% employer match about $261,744 at 4% or $174,496 at 6%.
201312$658,110$41,886$20,943iApproximate average salary by contribution assumption: employee only about $523,575 at 4% or $349,050 at 6%; with 50% employer match about $349,050 at 4% or $232,700 at 6%; with 100% employer match about $261,788 at 4% or $174,525 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$658,110$41,886$20,943iApproximate average salary by contribution assumption: employee only about $523,575 at 4% or $349,050 at 6%; with 50% employer match about $349,050 at 4% or $232,700 at 6%; with 100% employer match about $261,788 at 4% or $174,525 at 6%.
201212$580,708$34,104$17,052iApproximate average salary by contribution assumption: employee only about $426,300 at 4% or $284,200 at 6%; with 50% employer match about $284,200 at 4% or $189,467 at 6%; with 100% employer match about $213,150 at 4% or $142,100 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$580,708$34,104$17,052iApproximate average salary by contribution assumption: employee only about $426,300 at 4% or $284,200 at 6%; with 50% employer match about $284,200 at 4% or $189,467 at 6%; with 100% employer match about $213,150 at 4% or $142,100 at 6%.
201112$509,956$33,475$16,738iApproximate average salary by contribution assumption: employee only about $418,438 at 4% or $278,958 at 6%; with 50% employer match about $278,958 at 4% or $185,972 at 6%; with 100% employer match about $209,219 at 4% or $139,479 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$509,956$33,475$16,738iApproximate average salary by contribution assumption: employee only about $418,438 at 4% or $278,958 at 6%; with 50% employer match about $278,958 at 4% or $185,972 at 6%; with 100% employer match about $209,219 at 4% or $139,479 at 6%.
201012$492,036$32,471$16,236iApproximate average salary by contribution assumption: employee only about $405,888 at 4% or $270,592 at 6%; with 50% employer match about $270,592 at 4% or $180,394 at 6%; with 100% employer match about $202,944 at 4% or $135,296 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$492,036$32,471$16,236iApproximate average salary by contribution assumption: employee only about $405,888 at 4% or $270,592 at 6%; with 50% employer match about $270,592 at 4% or $180,394 at 6%; with 100% employer match about $202,944 at 4% or $135,296 at 6%.
200912$386,290$25,175$12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$386,290$25,175$12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%.
200812$282,896$33,398$16,699iApproximate average salary by contribution assumption: employee only about $417,475 at 4% or $278,317 at 6%; with 50% employer match about $278,317 at 4% or $185,544 at 6%; with 100% employer match about $208,738 at 4% or $139,158 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$282,896$33,398$16,699iApproximate average salary by contribution assumption: employee only about $417,475 at 4% or $278,317 at 6%; with 50% employer match about $278,317 at 4% or $185,544 at 6%; with 100% employer match about $208,738 at 4% or $139,158 at 6%.
200712$318,340$32,793$16,397iApproximate average salary by contribution assumption: employee only about $409,913 at 4% or $273,275 at 6%; with 50% employer match about $273,275 at 4% or $182,183 at 6%; with 100% employer match about $204,956 at 4% or $136,638 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$318,340$32,793$16,397iApproximate average salary by contribution assumption: employee only about $409,913 at 4% or $273,275 at 6%; with 50% employer match about $273,275 at 4% or $182,183 at 6%; with 100% employer match about $204,956 at 4% or $136,638 at 6%.
200612$276,179$273,408$136,704iApproximate average salary by contribution assumption: employee only about $3,417,600 at 4% or $2,278,400 at 6%; with 50% employer match about $2,278,400 at 4% or $1,518,933 at 6%; with 100% employer match about $1,708,800 at 4% or $1,139,200 at 6%.
Prudent Wealth Management Inc. 401K Profit Sharing Plan-2$276,179$273,408$136,704iApproximate average salary by contribution assumption: employee only about $3,417,600 at 4% or $2,278,400 at 6%; with 50% employer match about $2,278,400 at 4% or $1,518,933 at 6%; with 100% employer match about $1,708,800 at 4% or $1,139,200 at 6%.