Civic Intelligence

Emerson Wealth Management LLC

Plan context: Emerson Wealth Retirement Plan

EIN 26-0970389 • Bloomfield Hills, MI • 20 filings • 2 plans

38710 Woodward Avenue, Suite 230Bloomfield Hills, MI 48304
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$2,217,541

2022 Contributions

$107,703

Historical Graphs

Total Assets Over Time

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

$2,217,541$1,108,771$0200920152021YearValue
$2,217,541Latest year 2021

Participants Over Time

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

630200920152021YearValue
6Latest year 2021

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
202210$0$107,703-
Emerson Wealth Retirement Plan-0$0$107,703-
202116$2,217,541$171,735$28,623iApproximate average salary by contribution assumption: employee only about $715,563 at 4% or $477,042 at 6%; with 50% employer match about $477,042 at 4% or $318,028 at 6%; with 100% employer match about $357,781 at 4% or $238,521 at 6%.
Emerson Wealth Retirement Plan-6$2,217,541$171,735$28,623iApproximate average salary by contribution assumption: employee only about $715,563 at 4% or $477,042 at 6%; with 50% employer match about $477,042 at 4% or $318,028 at 6%; with 100% employer match about $357,781 at 4% or $238,521 at 6%.
202026$1,828,190$155,800$25,967iApproximate average salary by contribution assumption: employee only about $649,167 at 4% or $432,778 at 6%; with 50% employer match about $432,778 at 4% or $288,519 at 6%; with 100% employer match about $324,583 at 4% or $216,389 at 6%.
Emerson Wealth Retirement Plan-6$1,828,190$155,800$25,967iApproximate average salary by contribution assumption: employee only about $649,167 at 4% or $432,778 at 6%; with 50% employer match about $432,778 at 4% or $288,519 at 6%; with 100% employer match about $324,583 at 4% or $216,389 at 6%.
EMERSON WEALTH CASH BALANCE PLAN-0$0--
201916$1,412,656$146,582$24,430iApproximate average salary by contribution assumption: employee only about $610,758 at 4% or $407,172 at 6%; with 50% employer match about $407,172 at 4% or $271,448 at 6%; with 100% employer match about $305,379 at 4% or $203,586 at 6%.
Emerson Wealth Retirement Plan-6$1,412,656$146,582$24,430iApproximate average salary by contribution assumption: employee only about $610,758 at 4% or $407,172 at 6%; with 50% employer match about $407,172 at 4% or $271,448 at 6%; with 100% employer match about $305,379 at 4% or $203,586 at 6%.
201814$1,226,591$332,792$83,198iApproximate average salary by contribution assumption: employee only about $2,079,950 at 4% or $1,386,633 at 6%; with 50% employer match about $1,386,633 at 4% or $924,422 at 6%; with 100% employer match about $1,039,975 at 4% or $693,317 at 6%.
Emerson Wealth Retirement Plan-4$1,226,591$332,792$83,198iApproximate average salary by contribution assumption: employee only about $2,079,950 at 4% or $1,386,633 at 6%; with 50% employer match about $1,386,633 at 4% or $924,422 at 6%; with 100% employer match about $1,039,975 at 4% or $693,317 at 6%.
201725$2,115,881$338,431$67,686iApproximate average salary by contribution assumption: employee only about $1,692,155 at 4% or $1,128,103 at 6%; with 50% employer match about $1,128,103 at 4% or $752,069 at 6%; with 100% employer match about $846,078 at 4% or $564,052 at 6%.
Emerson Wealth Retirement Plan-5$1,165,652$123,431$24,686iApproximate average salary by contribution assumption: employee only about $617,155 at 4% or $411,437 at 6%; with 50% employer match about $411,437 at 4% or $274,291 at 6%; with 100% employer match about $308,578 at 4% or $205,718 at 6%.
EMERSON WEALTH CASH BALANCE PLAN-5$950,229$215,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
201624$1,543,644$260,179$65,045iApproximate average salary by contribution assumption: employee only about $1,626,119 at 4% or $1,084,079 at 6%; with 50% employer match about $1,084,079 at 4% or $722,719 at 6%; with 100% employer match about $813,059 at 4% or $542,040 at 6%.
Emerson Wealth Retirement Plan-4$893,818$89,981$22,495iApproximate average salary by contribution assumption: employee only about $562,381 at 4% or $374,921 at 6%; with 50% employer match about $374,921 at 4% or $249,947 at 6%; with 100% employer match about $281,191 at 4% or $187,460 at 6%.
EMERSON WEALTH CASH BALANCE PLAN-4$649,826$170,198$42,550iApproximate average salary by contribution assumption: employee only about $1,063,738 at 4% or $709,158 at 6%; with 50% employer match about $709,158 at 4% or $472,772 at 6%; with 100% employer match about $531,869 at 4% or $354,579 at 6%.
201524$1,169,624$265,960$66,490iApproximate average salary by contribution assumption: employee only about $1,662,250 at 4% or $1,108,167 at 6%; with 50% employer match about $1,108,167 at 4% or $738,778 at 6%; with 100% employer match about $831,125 at 4% or $554,083 at 6%.
Emerson Wealth Retirement Plan-4$727,759$91,314$22,829iApproximate average salary by contribution assumption: employee only about $570,713 at 4% or $380,475 at 6%; with 50% employer match about $380,475 at 4% or $253,650 at 6%; with 100% employer match about $285,356 at 4% or $190,238 at 6%.
EMERSON WEALTH CASH BALANCE PLAN-4$441,865$174,646$43,662iApproximate average salary by contribution assumption: employee only about $1,091,538 at 4% or $727,692 at 6%; with 50% employer match about $727,692 at 4% or $485,128 at 6%; with 100% employer match about $545,769 at 4% or $363,846 at 6%.
201423$983,451$207,024$69,008iApproximate average salary by contribution assumption: employee only about $1,725,200 at 4% or $1,150,133 at 6%; with 50% employer match about $1,150,133 at 4% or $766,756 at 6%; with 100% employer match about $862,600 at 4% or $575,067 at 6%.
Emerson Wealth Retirement Plan-3$687,753$61,088$20,363iApproximate average salary by contribution assumption: employee only about $509,067 at 4% or $339,378 at 6%; with 50% employer match about $339,378 at 4% or $226,252 at 6%; with 100% employer match about $254,533 at 4% or $169,689 at 6%.
EMERSON WEALTH CASH BALANCE PLAN-3$295,698$145,936$48,645iApproximate average salary by contribution assumption: employee only about $1,216,133 at 4% or $810,756 at 6%; with 50% employer match about $810,756 at 4% or $540,504 at 6%; with 100% employer match about $608,067 at 4% or $405,378 at 6%.
201323$764,188$455,313$151,771iApproximate average salary by contribution assumption: employee only about $3,794,275 at 4% or $2,529,517 at 6%; with 50% employer match about $2,529,517 at 4% or $1,686,344 at 6%; with 100% employer match about $1,897,138 at 4% or $1,264,758 at 6%.
Emerson Wealth Retirement Plan-3$617,101$318,313$106,104iApproximate average salary by contribution assumption: employee only about $2,652,608 at 4% or $1,768,406 at 6%; with 50% employer match about $1,768,406 at 4% or $1,178,937 at 6%; with 100% employer match about $1,326,304 at 4% or $884,203 at 6%.
EMERSON WEALTH CASH BALANCE PLAN-3$147,087$137,000$45,667iApproximate average salary by contribution assumption: employee only about $1,141,667 at 4% or $761,111 at 6%; with 50% employer match about $761,111 at 4% or $507,407 at 6%; with 100% employer match about $570,833 at 4% or $380,556 at 6%.
201214$384,674$73,000$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
Emerson Wealth Retirement Plan-4$384,674$73,000$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
201114$274,585$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Emerson Wealth Retirement Plan-4$274,585$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201013$179,971$88,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
Emerson Wealth Retirement Plan-3$179,971$88,000$29,333iApproximate average salary by contribution assumption: employee only about $733,333 at 4% or $488,889 at 6%; with 50% employer match about $488,889 at 4% or $325,926 at 6%; with 100% employer match about $366,667 at 4% or $244,444 at 6%.
200913$75,419$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Emerson Wealth Retirement Plan-3$75,419$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.