Civic Intelligence

Elliott Wealth Management Services LLC

Plan context: Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan

EIN 27-1927611 • Southington, CT • 11 filings • 1 plans

84 Doral LaneSouthington, CT 06489
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$715,172

2023 Contributions

$138,231

Historical Graphs

Total Assets Over Time

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

$715,172$357,586$0201320182023YearValue
$715,172Latest year 2023

Participants Over Time

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

530201320182023YearValue
4Latest year 2023

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
202314$715,172$138,231$34,558iApproximate average salary by contribution assumption: employee only about $863,944 at 4% or $575,963 at 6%; with 50% employer match about $575,963 at 4% or $383,975 at 6%; with 100% employer match about $431,972 at 4% or $287,981 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-4$715,172$138,231$34,558iApproximate average salary by contribution assumption: employee only about $863,944 at 4% or $575,963 at 6%; with 50% employer match about $575,963 at 4% or $383,975 at 6%; with 100% employer match about $431,972 at 4% or $287,981 at 6%.
202214$448,853$135,026$33,757iApproximate average salary by contribution assumption: employee only about $843,913 at 4% or $562,608 at 6%; with 50% employer match about $562,608 at 4% or $375,072 at 6%; with 100% employer match about $421,956 at 4% or $281,304 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-4$448,853$135,026$33,757iApproximate average salary by contribution assumption: employee only about $843,913 at 4% or $562,608 at 6%; with 50% employer match about $562,608 at 4% or $375,072 at 6%; with 100% employer match about $421,956 at 4% or $281,304 at 6%.
202114$407,915$141,379$35,345iApproximate average salary by contribution assumption: employee only about $883,619 at 4% or $589,079 at 6%; with 50% employer match about $589,079 at 4% or $392,719 at 6%; with 100% employer match about $441,809 at 4% or $294,540 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-4$407,915$141,379$35,345iApproximate average salary by contribution assumption: employee only about $883,619 at 4% or $589,079 at 6%; with 50% employer match about $589,079 at 4% or $392,719 at 6%; with 100% employer match about $441,809 at 4% or $294,540 at 6%.
202015$229,096$69,608$13,922iApproximate average salary by contribution assumption: employee only about $348,040 at 4% or $232,027 at 6%; with 50% employer match about $232,027 at 4% or $154,684 at 6%; with 100% employer match about $174,020 at 4% or $116,013 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-5$229,096$69,608$13,922iApproximate average salary by contribution assumption: employee only about $348,040 at 4% or $232,027 at 6%; with 50% employer match about $232,027 at 4% or $154,684 at 6%; with 100% employer match about $174,020 at 4% or $116,013 at 6%.
201915$168,153$55,197$11,039iApproximate average salary by contribution assumption: employee only about $275,985 at 4% or $183,990 at 6%; with 50% employer match about $183,990 at 4% or $122,660 at 6%; with 100% employer match about $137,993 at 4% or $91,995 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-5$168,153$55,197$11,039iApproximate average salary by contribution assumption: employee only about $275,985 at 4% or $183,990 at 6%; with 50% employer match about $183,990 at 4% or $122,660 at 6%; with 100% employer match about $137,993 at 4% or $91,995 at 6%.
201815$84,224$45,269$9,054iApproximate average salary by contribution assumption: employee only about $226,345 at 4% or $150,897 at 6%; with 50% employer match about $150,897 at 4% or $100,598 at 6%; with 100% employer match about $113,172 at 4% or $75,448 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-5$84,224$45,269$9,054iApproximate average salary by contribution assumption: employee only about $226,345 at 4% or $150,897 at 6%; with 50% employer match about $150,897 at 4% or $100,598 at 6%; with 100% employer match about $113,172 at 4% or $75,448 at 6%.
201713$47,844$22,203$7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-3$47,844$22,203$7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%.
201612$21,030$8,302$4,151iApproximate average salary by contribution assumption: employee only about $103,775 at 4% or $69,183 at 6%; with 50% employer match about $69,183 at 4% or $46,122 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-2$21,030$8,302$4,151iApproximate average salary by contribution assumption: employee only about $103,775 at 4% or $69,183 at 6%; with 50% employer match about $69,183 at 4% or $46,122 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
201512$12,353$3,087$1,544iApproximate average salary by contribution assumption: employee only about $38,588 at 4% or $25,725 at 6%; with 50% employer match about $25,725 at 4% or $17,150 at 6%; with 100% employer match about $19,294 at 4% or $12,863 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-2$12,353$3,087$1,544iApproximate average salary by contribution assumption: employee only about $38,588 at 4% or $25,725 at 6%; with 50% employer match about $25,725 at 4% or $17,150 at 6%; with 100% employer match about $19,294 at 4% or $12,863 at 6%.
201412$17,312$3,634$1,817iApproximate average salary by contribution assumption: employee only about $45,425 at 4% or $30,283 at 6%; with 50% employer match about $30,283 at 4% or $20,189 at 6%; with 100% employer match about $22,713 at 4% or $15,142 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-2$17,312$3,634$1,817iApproximate average salary by contribution assumption: employee only about $45,425 at 4% or $30,283 at 6%; with 50% employer match about $30,283 at 4% or $20,189 at 6%; with 100% employer match about $22,713 at 4% or $15,142 at 6%.
201312$13,218$12,794$6,397iApproximate average salary by contribution assumption: employee only about $159,925 at 4% or $106,617 at 6%; with 50% employer match about $106,617 at 4% or $71,078 at 6%; with 100% employer match about $79,963 at 4% or $53,308 at 6%.
Elliott Wealth Management Services LLC 401(K) Profit Sharing Plan-2$13,218$12,794$6,397iApproximate average salary by contribution assumption: employee only about $159,925 at 4% or $106,617 at 6%; with 50% employer match about $106,617 at 4% or $71,078 at 6%; with 100% employer match about $79,963 at 4% or $53,308 at 6%.