Civic Intelligence

Menconi Wealth Management Inc.

Plan context: Mwm 401(K) Plan and Trust

EIN 27-2101122 • Naperville, IL • 12 filings • 2 plans

1717 N Naper Blvd - Suite 200Naperville, IL 60563
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$2,829,109

2015 Contributions

$299,657

Historical Graphs

Total Assets Over Time

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

$2,829,109$1,414,555$0201020122014YearValue
$2,829,109Latest year 2014

Participants Over Time

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

320201020122014YearValue
3Latest year 2014

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
201520$0$0-
Mwm 401(K) Plan and Trust-0$0$0-
Mwm Cash Balance Plan and Trust-0$0--
201423$2,829,109$299,657$99,886iApproximate average salary by contribution assumption: employee only about $2,497,142 at 4% or $1,664,761 at 6%; with 50% employer match about $1,664,761 at 4% or $1,109,841 at 6%; with 100% employer match about $1,248,571 at 4% or $832,381 at 6%.
Mwm 401(K) Plan and Trust-2$1,853,542$105,700$52,850iApproximate average salary by contribution assumption: employee only about $1,321,250 at 4% or $880,833 at 6%; with 50% employer match about $880,833 at 4% or $587,222 at 6%; with 100% employer match about $660,625 at 4% or $440,417 at 6%.
Mwm Cash Balance Plan and Trust-3$975,567$193,957$64,652iApproximate average salary by contribution assumption: employee only about $1,616,308 at 4% or $1,077,539 at 6%; with 50% employer match about $1,077,539 at 4% or $718,359 at 6%; with 100% employer match about $808,154 at 4% or $538,769 at 6%.
201323$2,554,836$306,616$102,205iApproximate average salary by contribution assumption: employee only about $2,555,133 at 4% or $1,703,422 at 6%; with 50% employer match about $1,703,422 at 4% or $1,135,615 at 6%; with 100% employer match about $1,277,567 at 4% or $851,711 at 6%.
Mwm 401(K) Plan and Trust-2$1,736,983$84,400$42,200iApproximate average salary by contribution assumption: employee only about $1,055,000 at 4% or $703,333 at 6%; with 50% employer match about $703,333 at 4% or $468,889 at 6%; with 100% employer match about $527,500 at 4% or $351,667 at 6%.
Mwm Cash Balance Plan and Trust-3$817,853$222,216$74,072iApproximate average salary by contribution assumption: employee only about $1,851,800 at 4% or $1,234,533 at 6%; with 50% employer match about $1,234,533 at 4% or $823,022 at 6%; with 100% employer match about $925,900 at 4% or $617,267 at 6%.
201222$1,941,147$278,004$139,002iApproximate average salary by contribution assumption: employee only about $3,475,050 at 4% or $2,316,700 at 6%; with 50% employer match about $2,316,700 at 4% or $1,544,467 at 6%; with 100% employer match about $1,737,525 at 4% or $1,158,350 at 6%.
Mwm 401(K) Plan and Trust-2$1,436,379$95,004$47,502iApproximate average salary by contribution assumption: employee only about $1,187,550 at 4% or $791,700 at 6%; with 50% employer match about $791,700 at 4% or $527,800 at 6%; with 100% employer match about $593,775 at 4% or $395,850 at 6%.
Mwm Cash Balance Plan and Trust-2$504,768$183,000$91,500iApproximate average salary by contribution assumption: employee only about $2,287,500 at 4% or $1,525,000 at 6%; with 50% employer match about $1,525,000 at 4% or $1,016,667 at 6%; with 100% employer match about $1,143,750 at 4% or $762,500 at 6%.
201122$1,649,153$241,643$120,822iApproximate average salary by contribution assumption: employee only about $3,020,538 at 4% or $2,013,692 at 6%; with 50% employer match about $2,013,692 at 4% or $1,342,461 at 6%; with 100% employer match about $1,510,269 at 4% or $1,006,846 at 6%.
Mwm 401(K) Plan and Trust-2$1,323,920$71,103$35,552iApproximate average salary by contribution assumption: employee only about $888,788 at 4% or $592,525 at 6%; with 50% employer match about $592,525 at 4% or $395,017 at 6%; with 100% employer match about $444,394 at 4% or $296,263 at 6%.
Mwm Cash Balance Plan and Trust-2$325,233$170,540$85,270iApproximate average salary by contribution assumption: employee only about $2,131,750 at 4% or $1,421,167 at 6%; with 50% employer match about $1,421,167 at 4% or $947,444 at 6%; with 100% employer match about $1,065,875 at 4% or $710,583 at 6%.
201023$1,457,548$1,309,417$436,472iApproximate average salary by contribution assumption: employee only about $10,911,808 at 4% or $7,274,539 at 6%; with 50% employer match about $7,274,539 at 4% or $4,849,693 at 6%; with 100% employer match about $5,455,904 at 4% or $3,637,269 at 6%.
Mwm 401(K) Plan and Trust-3$1,296,643$1,153,417$384,472iApproximate average salary by contribution assumption: employee only about $9,611,808 at 4% or $6,407,872 at 6%; with 50% employer match about $6,407,872 at 4% or $4,271,915 at 6%; with 100% employer match about $4,805,904 at 4% or $3,203,936 at 6%.
Mwm Cash Balance Plan and Trust-2$160,905$156,000$78,000iApproximate average salary by contribution assumption: employee only about $1,950,000 at 4% or $1,300,000 at 6%; with 50% employer match about $1,300,000 at 4% or $866,667 at 6%; with 100% employer match about $975,000 at 4% or $650,000 at 6%.