Civic Intelligence

Gitterman Wealth Management LLC

Plan context: Gitterman Wealth Management LLC 401(K) Plan

EIN 27-2129116 • 15 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,638,212

2024 Contributions

$308,160

Historical Graphs

Total Assets Over Time

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

$2,638,212$1,319,106$0201020172024YearValue
$2,638,212Latest year 2024

Participants Over Time

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

27140201020172024YearValue
18Latest 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
2024118$2,638,212$308,160$17,120iApproximate average salary by contribution assumption: employee only about $428,000 at 4% or $285,333 at 6%; with 50% employer match about $285,333 at 4% or $190,222 at 6%; with 100% employer match about $214,000 at 4% or $142,667 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-18$2,638,212$308,160$17,120iApproximate average salary by contribution assumption: employee only about $428,000 at 4% or $285,333 at 6%; with 50% employer match about $285,333 at 4% or $190,222 at 6%; with 100% employer match about $214,000 at 4% or $142,667 at 6%.
2023118$2,484,335$328,048$18,225iApproximate average salary by contribution assumption: employee only about $455,622 at 4% or $303,748 at 6%; with 50% employer match about $303,748 at 4% or $202,499 at 6%; with 100% employer match about $227,811 at 4% or $151,874 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-18$2,484,335$328,048$18,225iApproximate average salary by contribution assumption: employee only about $455,622 at 4% or $303,748 at 6%; with 50% employer match about $303,748 at 4% or $202,499 at 6%; with 100% employer match about $227,811 at 4% or $151,874 at 6%.
2022119$2,030,506$529,987$27,894iApproximate average salary by contribution assumption: employee only about $697,351 at 4% or $464,901 at 6%; with 50% employer match about $464,901 at 4% or $309,934 at 6%; with 100% employer match about $348,676 at 4% or $232,450 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-19$2,030,506$529,987$27,894iApproximate average salary by contribution assumption: employee only about $697,351 at 4% or $464,901 at 6%; with 50% employer match about $464,901 at 4% or $309,934 at 6%; with 100% employer match about $348,676 at 4% or $232,450 at 6%.
2021116$2,422,065$353,313$22,082iApproximate average salary by contribution assumption: employee only about $552,052 at 4% or $368,034 at 6%; with 50% employer match about $368,034 at 4% or $245,356 at 6%; with 100% employer match about $276,026 at 4% or $184,017 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-16$2,422,065$353,313$22,082iApproximate average salary by contribution assumption: employee only about $552,052 at 4% or $368,034 at 6%; with 50% employer match about $368,034 at 4% or $245,356 at 6%; with 100% employer match about $276,026 at 4% or $184,017 at 6%.
2020124$1,968,341$460,657$19,194iApproximate average salary by contribution assumption: employee only about $479,851 at 4% or $319,901 at 6%; with 50% employer match about $319,901 at 4% or $213,267 at 6%; with 100% employer match about $239,926 at 4% or $159,950 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-24$1,968,341$460,657$19,194iApproximate average salary by contribution assumption: employee only about $479,851 at 4% or $319,901 at 6%; with 50% employer match about $319,901 at 4% or $213,267 at 6%; with 100% employer match about $239,926 at 4% or $159,950 at 6%.
2019124$1,808,552$266,208$11,092iApproximate average salary by contribution assumption: employee only about $277,300 at 4% or $184,867 at 6%; with 50% employer match about $184,867 at 4% or $123,244 at 6%; with 100% employer match about $138,650 at 4% or $92,433 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-24$1,808,552$266,208$11,092iApproximate average salary by contribution assumption: employee only about $277,300 at 4% or $184,867 at 6%; with 50% employer match about $184,867 at 4% or $123,244 at 6%; with 100% employer match about $138,650 at 4% or $92,433 at 6%.
2018126$1,281,555$229,638$8,832iApproximate average salary by contribution assumption: employee only about $220,806 at 4% or $147,204 at 6%; with 50% employer match about $147,204 at 4% or $98,136 at 6%; with 100% employer match about $110,403 at 4% or $73,602 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-26$1,281,555$229,638$8,832iApproximate average salary by contribution assumption: employee only about $220,806 at 4% or $147,204 at 6%; with 50% employer match about $147,204 at 4% or $98,136 at 6%; with 100% employer match about $110,403 at 4% or $73,602 at 6%.
2017123$1,439,379$193,310$8,405iApproximate average salary by contribution assumption: employee only about $210,120 at 4% or $140,080 at 6%; with 50% employer match about $140,080 at 4% or $93,386 at 6%; with 100% employer match about $105,060 at 4% or $70,040 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-23$1,439,379$193,310$8,405iApproximate average salary by contribution assumption: employee only about $210,120 at 4% or $140,080 at 6%; with 50% employer match about $140,080 at 4% or $93,386 at 6%; with 100% employer match about $105,060 at 4% or $70,040 at 6%.
2016125$1,195,164$236,868$9,475iApproximate average salary by contribution assumption: employee only about $236,868 at 4% or $157,912 at 6%; with 50% employer match about $157,912 at 4% or $105,275 at 6%; with 100% employer match about $118,434 at 4% or $78,956 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-25$1,195,164$236,868$9,475iApproximate average salary by contribution assumption: employee only about $236,868 at 4% or $157,912 at 6%; with 50% employer match about $157,912 at 4% or $105,275 at 6%; with 100% employer match about $118,434 at 4% or $78,956 at 6%.
2015127$1,132,192$277,287$10,270iApproximate average salary by contribution assumption: employee only about $256,747 at 4% or $171,165 at 6%; with 50% employer match about $171,165 at 4% or $114,110 at 6%; with 100% employer match about $128,374 at 4% or $85,582 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-27$1,132,192$277,287$10,270iApproximate average salary by contribution assumption: employee only about $256,747 at 4% or $171,165 at 6%; with 50% employer match about $171,165 at 4% or $114,110 at 6%; with 100% employer match about $128,374 at 4% or $85,582 at 6%.
2014125$909,564$266,849$10,674iApproximate average salary by contribution assumption: employee only about $266,849 at 4% or $177,899 at 6%; with 50% employer match about $177,899 at 4% or $118,600 at 6%; with 100% employer match about $133,425 at 4% or $88,950 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-25$909,564$266,849$10,674iApproximate average salary by contribution assumption: employee only about $266,849 at 4% or $177,899 at 6%; with 50% employer match about $177,899 at 4% or $118,600 at 6%; with 100% employer match about $133,425 at 4% or $88,950 at 6%.
2013117$975,046$240,047$14,120iApproximate average salary by contribution assumption: employee only about $353,010 at 4% or $235,340 at 6%; with 50% employer match about $235,340 at 4% or $156,893 at 6%; with 100% employer match about $176,505 at 4% or $117,670 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-17$975,046$240,047$14,120iApproximate average salary by contribution assumption: employee only about $353,010 at 4% or $235,340 at 6%; with 50% employer match about $235,340 at 4% or $156,893 at 6%; with 100% employer match about $176,505 at 4% or $117,670 at 6%.
2012116$1,069,129$55,314$3,457iApproximate average salary by contribution assumption: employee only about $86,428 at 4% or $57,619 at 6%; with 50% employer match about $57,619 at 4% or $38,413 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-16$1,069,129$55,314$3,457iApproximate average salary by contribution assumption: employee only about $86,428 at 4% or $57,619 at 6%; with 50% employer match about $57,619 at 4% or $38,413 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
2011119$912,750$58,411$3,074iApproximate average salary by contribution assumption: employee only about $76,857 at 4% or $51,238 at 6%; with 50% employer match about $51,238 at 4% or $34,158 at 6%; with 100% employer match about $38,428 at 4% or $25,619 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-19$912,750$58,411$3,074iApproximate average salary by contribution assumption: employee only about $76,857 at 4% or $51,238 at 6%; with 50% employer match about $51,238 at 4% or $34,158 at 6%; with 100% employer match about $38,428 at 4% or $25,619 at 6%.
2010119$910,959$854,859$44,993iApproximate average salary by contribution assumption: employee only about $1,124,814 at 4% or $749,876 at 6%; with 50% employer match about $749,876 at 4% or $499,918 at 6%; with 100% employer match about $562,407 at 4% or $374,938 at 6%.
Gitterman Wealth Management LLC 401(K) Plan-19$910,959$854,859$44,993iApproximate average salary by contribution assumption: employee only about $1,124,814 at 4% or $749,876 at 6%; with 50% employer match about $749,876 at 4% or $499,918 at 6%; with 100% employer match about $562,407 at 4% or $374,938 at 6%.