Civic Intelligence

Arbor Wealth Management Inc.

Plan context: Arbor Wealth Management Inc. Safe Harbor 401K Plan

EIN 26-4454068 • Lincoln, NE • 15 filings • 1 plans

5550 S. 59th Street, Suite 22Lincoln, NE 68516
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$332,584

2024 Contributions

$123,870

Historical Graphs

Total Assets Over Time

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

$1,367,386$683,693$0201020172024YearValue
$332,584Latest year 2024

Participants Over Time

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

320201020172024YearValue
3Latest 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
202413$332,584$123,870$41,290iApproximate average salary by contribution assumption: employee only about $1,032,250 at 4% or $688,167 at 6%; with 50% employer match about $688,167 at 4% or $458,778 at 6%; with 100% employer match about $516,125 at 4% or $344,083 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$332,584$123,870$41,290iApproximate average salary by contribution assumption: employee only about $1,032,250 at 4% or $688,167 at 6%; with 50% employer match about $688,167 at 4% or $458,778 at 6%; with 100% employer match about $516,125 at 4% or $344,083 at 6%.
202313$170,608$117,395$39,132iApproximate average salary by contribution assumption: employee only about $978,292 at 4% or $652,194 at 6%; with 50% employer match about $652,194 at 4% or $434,796 at 6%; with 100% employer match about $489,146 at 4% or $326,097 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$170,608$117,395$39,132iApproximate average salary by contribution assumption: employee only about $978,292 at 4% or $652,194 at 6%; with 50% employer match about $652,194 at 4% or $434,796 at 6%; with 100% employer match about $489,146 at 4% or $326,097 at 6%.
202213$107,938$63,753$21,251iApproximate average salary by contribution assumption: employee only about $531,275 at 4% or $354,183 at 6%; with 50% employer match about $354,183 at 4% or $236,122 at 6%; with 100% employer match about $265,638 at 4% or $177,092 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$107,938$63,753$21,251iApproximate average salary by contribution assumption: employee only about $531,275 at 4% or $354,183 at 6%; with 50% employer match about $354,183 at 4% or $236,122 at 6%; with 100% employer match about $265,638 at 4% or $177,092 at 6%.
202113$590,348$45,010$15,003iApproximate average salary by contribution assumption: employee only about $375,083 at 4% or $250,056 at 6%; with 50% employer match about $250,056 at 4% or $166,704 at 6%; with 100% employer match about $187,542 at 4% or $125,028 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$590,348$45,010$15,003iApproximate average salary by contribution assumption: employee only about $375,083 at 4% or $250,056 at 6%; with 50% employer match about $250,056 at 4% or $166,704 at 6%; with 100% employer match about $187,542 at 4% or $125,028 at 6%.
202012$469,781$36,243$18,122iApproximate average salary by contribution assumption: employee only about $453,038 at 4% or $302,025 at 6%; with 50% employer match about $302,025 at 4% or $201,350 at 6%; with 100% employer match about $226,519 at 4% or $151,013 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-2$469,781$36,243$18,122iApproximate average salary by contribution assumption: employee only about $453,038 at 4% or $302,025 at 6%; with 50% employer match about $302,025 at 4% or $201,350 at 6%; with 100% employer match about $226,519 at 4% or $151,013 at 6%.
201912$331,742$83,994$41,997iApproximate average salary by contribution assumption: employee only about $1,049,925 at 4% or $699,950 at 6%; with 50% employer match about $699,950 at 4% or $466,633 at 6%; with 100% employer match about $524,963 at 4% or $349,975 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-2$331,742$83,994$41,997iApproximate average salary by contribution assumption: employee only about $1,049,925 at 4% or $699,950 at 6%; with 50% employer match about $699,950 at 4% or $466,633 at 6%; with 100% employer match about $524,963 at 4% or $349,975 at 6%.
201812$184,780$35,680$17,840iApproximate average salary by contribution assumption: employee only about $446,000 at 4% or $297,333 at 6%; with 50% employer match about $297,333 at 4% or $198,222 at 6%; with 100% employer match about $223,000 at 4% or $148,667 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-2$184,780$35,680$17,840iApproximate average salary by contribution assumption: employee only about $446,000 at 4% or $297,333 at 6%; with 50% employer match about $297,333 at 4% or $198,222 at 6%; with 100% employer match about $223,000 at 4% or $148,667 at 6%.
201712$735,704$37,860$18,930iApproximate average salary by contribution assumption: employee only about $473,250 at 4% or $315,500 at 6%; with 50% employer match about $315,500 at 4% or $210,333 at 6%; with 100% employer match about $236,625 at 4% or $157,750 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-2$735,704$37,860$18,930iApproximate average salary by contribution assumption: employee only about $473,250 at 4% or $315,500 at 6%; with 50% employer match about $315,500 at 4% or $210,333 at 6%; with 100% employer match about $236,625 at 4% or $157,750 at 6%.
201612$1,367,386$72,284$36,142iApproximate average salary by contribution assumption: employee only about $903,550 at 4% or $602,367 at 6%; with 50% employer match about $602,367 at 4% or $401,578 at 6%; with 100% employer match about $451,775 at 4% or $301,183 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-2$1,367,386$72,284$36,142iApproximate average salary by contribution assumption: employee only about $903,550 at 4% or $602,367 at 6%; with 50% employer match about $602,367 at 4% or $401,578 at 6%; with 100% employer match about $451,775 at 4% or $301,183 at 6%.
201512$1,255,274$61,730$30,865iApproximate average salary by contribution assumption: employee only about $771,625 at 4% or $514,417 at 6%; with 50% employer match about $514,417 at 4% or $342,944 at 6%; with 100% employer match about $385,813 at 4% or $257,208 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-2$1,255,274$61,730$30,865iApproximate average salary by contribution assumption: employee only about $771,625 at 4% or $514,417 at 6%; with 50% employer match about $514,417 at 4% or $342,944 at 6%; with 100% employer match about $385,813 at 4% or $257,208 at 6%.
201413$1,258,015$35,879$11,960iApproximate average salary by contribution assumption: employee only about $298,992 at 4% or $199,328 at 6%; with 50% employer match about $199,328 at 4% or $132,885 at 6%; with 100% employer match about $149,496 at 4% or $99,664 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$1,258,015$35,879$11,960iApproximate average salary by contribution assumption: employee only about $298,992 at 4% or $199,328 at 6%; with 50% employer match about $199,328 at 4% or $132,885 at 6%; with 100% employer match about $149,496 at 4% or $99,664 at 6%.
201313$1,197,179$548,034$182,678iApproximate average salary by contribution assumption: employee only about $4,566,950 at 4% or $3,044,633 at 6%; with 50% employer match about $3,044,633 at 4% or $2,029,756 at 6%; with 100% employer match about $2,283,475 at 4% or $1,522,317 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$1,197,179$548,034$182,678iApproximate average salary by contribution assumption: employee only about $4,566,950 at 4% or $3,044,633 at 6%; with 50% employer match about $3,044,633 at 4% or $2,029,756 at 6%; with 100% employer match about $2,283,475 at 4% or $1,522,317 at 6%.
201213$574,756$33,414$11,138iApproximate average salary by contribution assumption: employee only about $278,450 at 4% or $185,633 at 6%; with 50% employer match about $185,633 at 4% or $123,756 at 6%; with 100% employer match about $139,225 at 4% or $92,817 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$574,756$33,414$11,138iApproximate average salary by contribution assumption: employee only about $278,450 at 4% or $185,633 at 6%; with 50% employer match about $185,633 at 4% or $123,756 at 6%; with 100% employer match about $139,225 at 4% or $92,817 at 6%.
201113$495,242$40,546$13,515iApproximate average salary by contribution assumption: employee only about $337,883 at 4% or $225,256 at 6%; with 50% employer match about $225,256 at 4% or $150,170 at 6%; with 100% employer match about $168,942 at 4% or $112,628 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$495,242$40,546$13,515iApproximate average salary by contribution assumption: employee only about $337,883 at 4% or $225,256 at 6%; with 50% employer match about $225,256 at 4% or $150,170 at 6%; with 100% employer match about $168,942 at 4% or $112,628 at 6%.
201013$445,836$411,136$137,045iApproximate average salary by contribution assumption: employee only about $3,426,133 at 4% or $2,284,089 at 6%; with 50% employer match about $2,284,089 at 4% or $1,522,726 at 6%; with 100% employer match about $1,713,067 at 4% or $1,142,044 at 6%.
Arbor Wealth Management Inc. Safe Harbor 401K Plan-3$445,836$411,136$137,045iApproximate average salary by contribution assumption: employee only about $3,426,133 at 4% or $2,284,089 at 6%; with 50% employer match about $2,284,089 at 4% or $1,522,726 at 6%; with 100% employer match about $1,713,067 at 4% or $1,142,044 at 6%.