Civic Intelligence

Main Line Group Wealth Management LLC

Plan context: Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan

EIN 27-0384319 • Conshohocken, PA • 10 filings • 2 plans

One West First AvenueSuite 300Conshohocken, PA 19428
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$54,362

2019 Contributions

$19,000

Historical Graphs

Total Assets Over Time

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

$314,606$157,303$0201020142018YearValue
$54,362Latest year 2018

Participants Over Time

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

210201020142018YearValue
1Latest year 2018

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
201910$0$0-
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-0$0$0-
201811$54,362$0-
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-1$54,362$0-
201711$55,529$0-
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-1$55,529$0-
201611$38,375$0-
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-1$38,375$0-
201512$194,551$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-2$194,551$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201412$202,257$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-2$202,257$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201312$165,921$21,083$10,542iApproximate average salary by contribution assumption: employee only about $263,538 at 4% or $175,692 at 6%; with 50% employer match about $175,692 at 4% or $117,128 at 6%; with 100% employer match about $131,769 at 4% or $87,846 at 6%.
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-2$165,921$21,083$10,542iApproximate average salary by contribution assumption: employee only about $263,538 at 4% or $175,692 at 6%; with 50% employer match about $175,692 at 4% or $117,128 at 6%; with 100% employer match about $131,769 at 4% or $87,846 at 6%.
201212$314,606$21,996$10,998iApproximate average salary by contribution assumption: employee only about $274,950 at 4% or $183,300 at 6%; with 50% employer match about $183,300 at 4% or $122,200 at 6%; with 100% employer match about $137,475 at 4% or $91,650 at 6%.
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-2$314,606$21,996$10,998iApproximate average salary by contribution assumption: employee only about $274,950 at 4% or $183,300 at 6%; with 50% employer match about $183,300 at 4% or $122,200 at 6%; with 100% employer match about $137,475 at 4% or $91,650 at 6%.
201112$280,904$19,498$9,749iApproximate average salary by contribution assumption: employee only about $243,725 at 4% or $162,483 at 6%; with 50% employer match about $162,483 at 4% or $108,322 at 6%; with 100% employer match about $121,863 at 4% or $81,242 at 6%.
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-2$280,904$19,498$9,749iApproximate average salary by contribution assumption: employee only about $243,725 at 4% or $162,483 at 6%; with 50% employer match about $162,483 at 4% or $108,322 at 6%; with 100% employer match about $121,863 at 4% or $81,242 at 6%.
201012$257,631$256,065$128,033iApproximate average salary by contribution assumption: employee only about $3,200,813 at 4% or $2,133,875 at 6%; with 50% employer match about $2,133,875 at 4% or $1,422,583 at 6%; with 100% employer match about $1,600,406 at 4% or $1,066,938 at 6%.
Main Line Group Wealth Management LLC 401(K) Profit Sharing Plan-2$257,631$256,065$128,033iApproximate average salary by contribution assumption: employee only about $3,200,813 at 4% or $2,133,875 at 6%; with 50% employer match about $2,133,875 at 4% or $1,422,583 at 6%; with 100% employer match about $1,600,406 at 4% or $1,066,938 at 6%.