Civic Intelligence

Mai Wealth Management Inc.

Plan context: Mai Wealth Management Employee 401(K) Savings Plan

EIN 27-1099169 • Cleveland, OH • 15 filings • 2 plans

1360 East 9th StreetSuite 1100Cleveland, OH 44114-1782
Current Snapshot

Latest Year

2024

2024 Participants

503

2024 Assets

$67,744,934

2024 Contributions

$15,537,615

Historical Graphs

Total Assets Over Time

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

$67,744,934$33,872,467$0201120182024YearValue
$67,744,934Latest year 2024

Participants Over Time

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

5032520201120182024YearValue
503Latest 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
20241503$67,744,934$15,537,615$30,890iApproximate average salary by contribution assumption: employee only about $772,247 at 4% or $514,832 at 6%; with 50% employer match about $514,832 at 4% or $343,221 at 6%; with 100% employer match about $386,124 at 4% or $257,416 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-503$67,744,934$15,537,615$30,890iApproximate average salary by contribution assumption: employee only about $772,247 at 4% or $514,832 at 6%; with 50% employer match about $514,832 at 4% or $343,221 at 6%; with 100% employer match about $386,124 at 4% or $257,416 at 6%.
20231421$46,770,526$6,719,764$15,961iApproximate average salary by contribution assumption: employee only about $399,036 at 4% or $266,024 at 6%; with 50% employer match about $266,024 at 4% or $177,349 at 6%; with 100% employer match about $199,518 at 4% or $133,012 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-421$46,770,526$6,719,764$15,961iApproximate average salary by contribution assumption: employee only about $399,036 at 4% or $266,024 at 6%; with 50% employer match about $266,024 at 4% or $177,349 at 6%; with 100% employer match about $199,518 at 4% or $133,012 at 6%.
20221382$35,637,942$7,214,166$18,885iApproximate average salary by contribution assumption: employee only about $472,131 at 4% or $314,754 at 6%; with 50% employer match about $314,754 at 4% or $209,836 at 6%; with 100% employer match about $236,066 at 4% or $157,377 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-382$35,637,942$7,214,166$18,885iApproximate average salary by contribution assumption: employee only about $472,131 at 4% or $314,754 at 6%; with 50% employer match about $314,754 at 4% or $209,836 at 6%; with 100% employer match about $236,066 at 4% or $157,377 at 6%.
20212285$36,799,641$4,864,331$17,068iApproximate average salary by contribution assumption: employee only about $426,696 at 4% or $284,464 at 6%; with 50% employer match about $284,464 at 4% or $189,643 at 6%; with 100% employer match about $213,348 at 4% or $142,232 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-285$36,799,641$4,864,331$17,068iApproximate average salary by contribution assumption: employee only about $426,696 at 4% or $284,464 at 6%; with 50% employer match about $284,464 at 4% or $189,643 at 6%; with 100% employer match about $213,348 at 4% or $142,232 at 6%.
MAI CAPITAL MANAGEMENT GROUP HEALTH AND WELFARE PLAN-0---
20201207$28,881,831$2,993,989$14,464iApproximate average salary by contribution assumption: employee only about $361,593 at 4% or $241,062 at 6%; with 50% employer match about $241,062 at 4% or $160,708 at 6%; with 100% employer match about $180,796 at 4% or $120,531 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-207$28,881,831$2,993,989$14,464iApproximate average salary by contribution assumption: employee only about $361,593 at 4% or $241,062 at 6%; with 50% employer match about $241,062 at 4% or $160,708 at 6%; with 100% employer match about $180,796 at 4% or $120,531 at 6%.
20191153$23,632,269$1,802,938$11,784iApproximate average salary by contribution assumption: employee only about $294,598 at 4% or $196,398 at 6%; with 50% employer match about $196,398 at 4% or $130,932 at 6%; with 100% employer match about $147,299 at 4% or $98,199 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-153$23,632,269$1,802,938$11,784iApproximate average salary by contribution assumption: employee only about $294,598 at 4% or $196,398 at 6%; with 50% employer match about $196,398 at 4% or $130,932 at 6%; with 100% employer match about $147,299 at 4% or $98,199 at 6%.
20181113$18,070,159$2,058,610$18,218iApproximate average salary by contribution assumption: employee only about $455,445 at 4% or $303,630 at 6%; with 50% employer match about $303,630 at 4% or $202,420 at 6%; with 100% employer match about $227,722 at 4% or $151,815 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-113$18,070,159$2,058,610$18,218iApproximate average salary by contribution assumption: employee only about $455,445 at 4% or $303,630 at 6%; with 50% employer match about $303,630 at 4% or $202,420 at 6%; with 100% employer match about $227,722 at 4% or $151,815 at 6%.
20171104$17,655,228$1,892,384$18,196iApproximate average salary by contribution assumption: employee only about $454,900 at 4% or $303,267 at 6%; with 50% employer match about $303,267 at 4% or $202,178 at 6%; with 100% employer match about $227,450 at 4% or $151,633 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-104$17,655,228$1,892,384$18,196iApproximate average salary by contribution assumption: employee only about $454,900 at 4% or $303,267 at 6%; with 50% employer match about $303,267 at 4% or $202,178 at 6%; with 100% employer match about $227,450 at 4% or $151,633 at 6%.
2016198$14,046,912$1,309,458$13,362iApproximate average salary by contribution assumption: employee only about $334,045 at 4% or $222,697 at 6%; with 50% employer match about $222,697 at 4% or $148,465 at 6%; with 100% employer match about $167,023 at 4% or $111,348 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-98$14,046,912$1,309,458$13,362iApproximate average salary by contribution assumption: employee only about $334,045 at 4% or $222,697 at 6%; with 50% employer match about $222,697 at 4% or $148,465 at 6%; with 100% employer match about $167,023 at 4% or $111,348 at 6%.
2015198$12,313,859$1,139,746$11,630iApproximate average salary by contribution assumption: employee only about $290,752 at 4% or $193,834 at 6%; with 50% employer match about $193,834 at 4% or $129,223 at 6%; with 100% employer match about $145,376 at 4% or $96,917 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-98$12,313,859$1,139,746$11,630iApproximate average salary by contribution assumption: employee only about $290,752 at 4% or $193,834 at 6%; with 50% employer match about $193,834 at 4% or $129,223 at 6%; with 100% employer match about $145,376 at 4% or $96,917 at 6%.
2014191$11,381,263$1,192,349$13,103iApproximate average salary by contribution assumption: employee only about $327,568 at 4% or $218,379 at 6%; with 50% employer match about $218,379 at 4% or $145,586 at 6%; with 100% employer match about $163,784 at 4% or $109,189 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-91$11,381,263$1,192,349$13,103iApproximate average salary by contribution assumption: employee only about $327,568 at 4% or $218,379 at 6%; with 50% employer match about $218,379 at 4% or $145,586 at 6%; with 100% employer match about $163,784 at 4% or $109,189 at 6%.
2013185$10,001,908$879,033$10,342iApproximate average salary by contribution assumption: employee only about $258,539 at 4% or $172,359 at 6%; with 50% employer match about $172,359 at 4% or $114,906 at 6%; with 100% employer match about $129,270 at 4% or $86,180 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-85$10,001,908$879,033$10,342iApproximate average salary by contribution assumption: employee only about $258,539 at 4% or $172,359 at 6%; with 50% employer match about $172,359 at 4% or $114,906 at 6%; with 100% employer match about $129,270 at 4% or $86,180 at 6%.
2012176$7,829,281$748,268$9,846iApproximate average salary by contribution assumption: employee only about $246,141 at 4% or $164,094 at 6%; with 50% employer match about $164,094 at 4% or $109,396 at 6%; with 100% employer match about $123,070 at 4% or $82,047 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-76$7,829,281$748,268$9,846iApproximate average salary by contribution assumption: employee only about $246,141 at 4% or $164,094 at 6%; with 50% employer match about $164,094 at 4% or $109,396 at 6%; with 100% employer match about $123,070 at 4% or $82,047 at 6%.
2011167$6,542,530$622,689$9,294iApproximate average salary by contribution assumption: employee only about $232,347 at 4% or $154,898 at 6%; with 50% employer match about $154,898 at 4% or $103,265 at 6%; with 100% employer match about $116,173 at 4% or $77,449 at 6%.
Mai Wealth Management Employee 401(K) Savings Plan-67$6,542,530$622,689$9,294iApproximate average salary by contribution assumption: employee only about $232,347 at 4% or $154,898 at 6%; with 50% employer match about $154,898 at 4% or $103,265 at 6%; with 100% employer match about $116,173 at 4% or $77,449 at 6%.