Civic Intelligence

Iowa Wealth Management

Plan context: Iowa Wealth Management 401(K) P/S Plan

EIN 27-1539233 • West Des Moines, IA • 14 filings • 1 plans

4401 Wown Pkwy Ste 220Suite 370West Des Moines, IA 50266
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$301,034

2024 Contributions

$48,464

Historical Graphs

Total Assets Over Time

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

$440,322$220,161$0201120182024YearValue
$301,034Latest year 2024

Participants Over Time

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

320201120182024YearValue
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$301,034$48,464$16,155iApproximate average salary by contribution assumption: employee only about $403,867 at 4% or $269,244 at 6%; with 50% employer match about $269,244 at 4% or $179,496 at 6%; with 100% employer match about $201,933 at 4% or $134,622 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$301,034$48,464$16,155iApproximate average salary by contribution assumption: employee only about $403,867 at 4% or $269,244 at 6%; with 50% employer match about $269,244 at 4% or $179,496 at 6%; with 100% employer match about $201,933 at 4% or $134,622 at 6%.
202313$229,708$43,836$14,612iApproximate average salary by contribution assumption: employee only about $365,300 at 4% or $243,533 at 6%; with 50% employer match about $243,533 at 4% or $162,356 at 6%; with 100% employer match about $182,650 at 4% or $121,767 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$229,708$43,836$14,612iApproximate average salary by contribution assumption: employee only about $365,300 at 4% or $243,533 at 6%; with 50% employer match about $243,533 at 4% or $162,356 at 6%; with 100% employer match about $182,650 at 4% or $121,767 at 6%.
202213$159,575$42,883$14,294iApproximate average salary by contribution assumption: employee only about $357,358 at 4% or $238,239 at 6%; with 50% employer match about $238,239 at 4% or $158,826 at 6%; with 100% employer match about $178,679 at 4% or $119,119 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$159,575$42,883$14,294iApproximate average salary by contribution assumption: employee only about $357,358 at 4% or $238,239 at 6%; with 50% employer match about $238,239 at 4% or $158,826 at 6%; with 100% employer match about $178,679 at 4% or $119,119 at 6%.
202113$141,467$40,752$13,584iApproximate average salary by contribution assumption: employee only about $339,600 at 4% or $226,400 at 6%; with 50% employer match about $226,400 at 4% or $150,933 at 6%; with 100% employer match about $169,800 at 4% or $113,200 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$141,467$40,752$13,584iApproximate average salary by contribution assumption: employee only about $339,600 at 4% or $226,400 at 6%; with 50% employer match about $226,400 at 4% or $150,933 at 6%; with 100% employer match about $169,800 at 4% or $113,200 at 6%.
202013$440,322$40,579$13,526iApproximate average salary by contribution assumption: employee only about $338,158 at 4% or $225,439 at 6%; with 50% employer match about $225,439 at 4% or $150,293 at 6%; with 100% employer match about $169,079 at 4% or $112,719 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$440,322$40,579$13,526iApproximate average salary by contribution assumption: employee only about $338,158 at 4% or $225,439 at 6%; with 50% employer match about $225,439 at 4% or $150,293 at 6%; with 100% employer match about $169,079 at 4% or $112,719 at 6%.
201913$349,827$36,235$12,078iApproximate average salary by contribution assumption: employee only about $301,958 at 4% or $201,306 at 6%; with 50% employer match about $201,306 at 4% or $134,204 at 6%; with 100% employer match about $150,979 at 4% or $100,653 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$349,827$36,235$12,078iApproximate average salary by contribution assumption: employee only about $301,958 at 4% or $201,306 at 6%; with 50% employer match about $201,306 at 4% or $134,204 at 6%; with 100% employer match about $150,979 at 4% or $100,653 at 6%.
201813$271,721$33,359$11,120iApproximate average salary by contribution assumption: employee only about $277,992 at 4% or $185,328 at 6%; with 50% employer match about $185,328 at 4% or $123,552 at 6%; with 100% employer match about $138,996 at 4% or $92,664 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$271,721$33,359$11,120iApproximate average salary by contribution assumption: employee only about $277,992 at 4% or $185,328 at 6%; with 50% employer match about $185,328 at 4% or $123,552 at 6%; with 100% employer match about $138,996 at 4% or $92,664 at 6%.
201713$280,485$35,813$11,938iApproximate average salary by contribution assumption: employee only about $298,442 at 4% or $198,961 at 6%; with 50% employer match about $198,961 at 4% or $132,641 at 6%; with 100% employer match about $149,221 at 4% or $99,481 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$280,485$35,813$11,938iApproximate average salary by contribution assumption: employee only about $298,442 at 4% or $198,961 at 6%; with 50% employer match about $198,961 at 4% or $132,641 at 6%; with 100% employer match about $149,221 at 4% or $99,481 at 6%.
201613$212,920$33,508$11,169iApproximate average salary by contribution assumption: employee only about $279,233 at 4% or $186,156 at 6%; with 50% employer match about $186,156 at 4% or $124,104 at 6%; with 100% employer match about $139,617 at 4% or $93,078 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$212,920$33,508$11,169iApproximate average salary by contribution assumption: employee only about $279,233 at 4% or $186,156 at 6%; with 50% employer match about $186,156 at 4% or $124,104 at 6%; with 100% employer match about $139,617 at 4% or $93,078 at 6%.
201512$165,539$30,964$15,482iApproximate average salary by contribution assumption: employee only about $387,050 at 4% or $258,033 at 6%; with 50% employer match about $258,033 at 4% or $172,022 at 6%; with 100% employer match about $193,525 at 4% or $129,017 at 6%.
Iowa Wealth Management 401(K) P/S Plan-2$165,539$30,964$15,482iApproximate average salary by contribution assumption: employee only about $387,050 at 4% or $258,033 at 6%; with 50% employer match about $258,033 at 4% or $172,022 at 6%; with 100% employer match about $193,525 at 4% or $129,017 at 6%.
201412$136,695$32,590$16,295iApproximate average salary by contribution assumption: employee only about $407,375 at 4% or $271,583 at 6%; with 50% employer match about $271,583 at 4% or $181,056 at 6%; with 100% employer match about $203,688 at 4% or $135,792 at 6%.
Iowa Wealth Management 401(K) P/S Plan-2$136,695$32,590$16,295iApproximate average salary by contribution assumption: employee only about $407,375 at 4% or $271,583 at 6%; with 50% employer match about $271,583 at 4% or $181,056 at 6%; with 100% employer match about $203,688 at 4% or $135,792 at 6%.
201313$142,728$40,959$13,653iApproximate average salary by contribution assumption: employee only about $341,325 at 4% or $227,550 at 6%; with 50% employer match about $227,550 at 4% or $151,700 at 6%; with 100% employer match about $170,663 at 4% or $113,775 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$142,728$40,959$13,653iApproximate average salary by contribution assumption: employee only about $341,325 at 4% or $227,550 at 6%; with 50% employer match about $227,550 at 4% or $151,700 at 6%; with 100% employer match about $170,663 at 4% or $113,775 at 6%.
201213$79,617$39,233$13,078iApproximate average salary by contribution assumption: employee only about $326,942 at 4% or $217,961 at 6%; with 50% employer match about $217,961 at 4% or $145,307 at 6%; with 100% employer match about $163,471 at 4% or $108,981 at 6%.
Iowa Wealth Management 401(K) P/S Plan-3$79,617$39,233$13,078iApproximate average salary by contribution assumption: employee only about $326,942 at 4% or $217,961 at 6%; with 50% employer match about $217,961 at 4% or $145,307 at 6%; with 100% employer match about $163,471 at 4% or $108,981 at 6%.
201112$34,312$34,160$17,080iApproximate average salary by contribution assumption: employee only about $427,000 at 4% or $284,667 at 6%; with 50% employer match about $284,667 at 4% or $189,778 at 6%; with 100% employer match about $213,500 at 4% or $142,333 at 6%.
Iowa Wealth Management 401(K) P/S Plan-2$34,312$34,160$17,080iApproximate average salary by contribution assumption: employee only about $427,000 at 4% or $284,667 at 6%; with 50% employer match about $284,667 at 4% or $189,778 at 6%; with 100% employer match about $213,500 at 4% or $142,333 at 6%.