Civic Intelligence

Palladium Wealth Management LLC

Plan context: Palladium Wealth Management LLC 401(K) Plan

EIN 26-1675320 • Manassas, VA • 14 filings • 2 plans

10432 Balls Ford Road, Suite 300Manassas, VA 20109
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$416,236

2021 Contributions

$79,500

Historical Graphs

Total Assets Over Time

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

$583,416$291,708$0200820152021YearValue
$416,236Latest year 2021

Participants Over Time

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

320200820152021YearValue
1Latest 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
202111$416,236$0-
Palladium Wealth Management LLC 401(K) Plan-1$416,236--
202011$583,416$0-
Palladium Wealth Management LLC 401(K) Plan-1$583,416--
201911$479,986$0-
Palladium Wealth Management LLC 401(K) Plan-1$479,986--
201811$396,125$79,500$79,500iApproximate average salary by contribution assumption: employee only about $1,987,500 at 4% or $1,325,000 at 6%; with 50% employer match about $1,325,000 at 4% or $883,333 at 6%; with 100% employer match about $993,750 at 4% or $662,500 at 6%.
Palladium Wealth Management LLC 401(K) Plan-1$396,125$79,500$79,500iApproximate average salary by contribution assumption: employee only about $1,987,500 at 4% or $1,325,000 at 6%; with 50% employer match about $1,325,000 at 4% or $883,333 at 6%; with 100% employer match about $993,750 at 4% or $662,500 at 6%.
201712$520,188$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Palladium Wealth Management LLC 401(K) Plan-2$520,188$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201612$419,859$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Palladium Wealth Management LLC 401(K) Plan-2$419,859$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201512$379,609$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Palladium Wealth Management LLC 401(K) Plan-2$379,609$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201412$377,622$9,600$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Palladium Wealth Management LLC 401(K) Plan-2$377,622$9,600$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
201312$344,572$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Palladium Wealth Management LLC 401(K) Plan-2$344,572$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
201212$279,676$0-
Palladium Wealth Management LLC 401(K) Plan-2$279,676--
201112$233,038$0-
Palladium Wealth Management LLC 401(K) Plan-2$233,038--
201012$287,780$0-
Palladium Wealth Management LLC 401(K) Plan-2$287,780--
200912$251,227$138,683$69,342iApproximate average salary by contribution assumption: employee only about $1,733,538 at 4% or $1,155,692 at 6%; with 50% employer match about $1,155,692 at 4% or $770,461 at 6%; with 100% employer match about $866,769 at 4% or $577,846 at 6%.
Palladium Wealth Management LLC 401(K) Plan-2$251,227$138,683$69,342iApproximate average salary by contribution assumption: employee only about $1,733,538 at 4% or $1,155,692 at 6%; with 50% employer match about $1,155,692 at 4% or $770,461 at 6%; with 100% employer match about $866,769 at 4% or $577,846 at 6%.
200813$31,475$39,977$13,326iApproximate average salary by contribution assumption: employee only about $333,142 at 4% or $222,094 at 6%; with 50% employer match about $222,094 at 4% or $148,063 at 6%; with 100% employer match about $166,571 at 4% or $111,047 at 6%.
Palladium Wealth Management LLC 401(K) Plan-3$31,475$39,977$13,326iApproximate average salary by contribution assumption: employee only about $333,142 at 4% or $222,094 at 6%; with 50% employer match about $222,094 at 4% or $148,063 at 6%; with 100% employer match about $166,571 at 4% or $111,047 at 6%.