Civic Intelligence

Global Wealth Management LLC

Plan context: GLOBAL WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 27-2260414 • Kingston, NJ • 15 filings • 5 plans

4428 Route 27, Bldg C, Suite 2P.O. Box 522Kingston, NJ 08528
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$338,765

2018 Contributions

$124,909

Historical Graphs

Total Assets Over Time

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

$1,777,278$888,639$0201020142017YearValue
$338,765Latest year 2017

Participants Over Time

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

740201020142017YearValue
7Latest year 2017

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
201810$0$0-
GLOBAL WEALTH MANAGEMENT, LLC 401(K) PLAN-0$0$0-
201717$338,765$124,909$17,844iApproximate average salary by contribution assumption: employee only about $446,104 at 4% or $297,402 at 6%; with 50% employer match about $297,402 at 4% or $198,268 at 6%; with 100% employer match about $223,052 at 4% or $148,701 at 6%.
GLOBAL WEALTH MANAGEMENT, LLC 401(K) PLAN-7$338,765$124,909$17,844iApproximate average salary by contribution assumption: employee only about $446,104 at 4% or $297,402 at 6%; with 50% employer match about $297,402 at 4% or $198,268 at 6%; with 100% employer match about $223,052 at 4% or $148,701 at 6%.
201626$720,126$149,234$24,872iApproximate average salary by contribution assumption: employee only about $621,808 at 4% or $414,539 at 6%; with 50% employer match about $414,539 at 4% or $276,359 at 6%; with 100% employer match about $310,904 at 4% or $207,269 at 6%.
GLOBAL INVESTMENT MANAGEMENT, LLC 401(K) PLAN-6$720,126$149,234$24,872iApproximate average salary by contribution assumption: employee only about $621,808 at 4% or $414,539 at 6%; with 50% employer match about $414,539 at 4% or $276,359 at 6%; with 100% employer match about $310,904 at 4% or $207,269 at 6%.
Global Wealth Management LLC Cash Balance Plan-0$0$0-
201526$1,777,278$442,225$73,704iApproximate average salary by contribution assumption: employee only about $1,842,604 at 4% or $1,228,403 at 6%; with 50% employer match about $1,228,403 at 4% or $818,935 at 6%; with 100% employer match about $921,302 at 4% or $614,201 at 6%.
Global Wealth Management LLC Cash Balance Plan-6$1,269,197$301,000$50,167iApproximate average salary by contribution assumption: employee only about $1,254,167 at 4% or $836,111 at 6%; with 50% employer match about $836,111 at 4% or $557,407 at 6%; with 100% employer match about $627,083 at 4% or $418,056 at 6%.
GLOBAL INVESTMENT MANAGEMENT, LLC 401(K) PLAN-6$508,081$141,225$23,538iApproximate average salary by contribution assumption: employee only about $588,438 at 4% or $392,292 at 6%; with 50% employer match about $392,292 at 4% or $261,528 at 6%; with 100% employer match about $294,219 at 4% or $196,146 at 6%.
201426$1,580,005$488,789$81,465iApproximate average salary by contribution assumption: employee only about $2,036,621 at 4% or $1,357,747 at 6%; with 50% employer match about $1,357,747 at 4% or $905,165 at 6%; with 100% employer match about $1,018,310 at 4% or $678,874 at 6%.
Global Wealth Management LLC Cash Balance Plan-6$1,058,966$340,826$56,804iApproximate average salary by contribution assumption: employee only about $1,420,108 at 4% or $946,739 at 6%; with 50% employer match about $946,739 at 4% or $631,159 at 6%; with 100% employer match about $710,054 at 4% or $473,369 at 6%.
GLOBAL INVESTMENT MANAGEMENT, LLC 401(K) PLAN-6$521,039$147,963$24,661iApproximate average salary by contribution assumption: employee only about $616,513 at 4% or $411,008 at 6%; with 50% employer match about $411,008 at 4% or $274,006 at 6%; with 100% employer match about $308,256 at 4% or $205,504 at 6%.
201324$1,083,565$304,788$76,197iApproximate average salary by contribution assumption: employee only about $1,904,925 at 4% or $1,269,950 at 6%; with 50% employer match about $1,269,950 at 4% or $846,633 at 6%; with 100% employer match about $952,463 at 4% or $634,975 at 6%.
Global Wealth Management LLC Cash Balance Plan-4$725,341$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
GLOBAL INVESTMENT MANAGEMENT LLC 401(K) PLAN-4$358,224$104,788$26,197iApproximate average salary by contribution assumption: employee only about $654,925 at 4% or $436,617 at 6%; with 50% employer match about $436,617 at 4% or $291,078 at 6%; with 100% employer match about $327,463 at 4% or $218,308 at 6%.
201224$649,676$313,924$78,481iApproximate average salary by contribution assumption: employee only about $1,962,025 at 4% or $1,308,017 at 6%; with 50% employer match about $1,308,017 at 4% or $872,011 at 6%; with 100% employer match about $981,013 at 4% or $654,008 at 6%.
Global Wealth Management LLC Cash Balance Plan-4$425,683$214,651$53,663iApproximate average salary by contribution assumption: employee only about $1,341,569 at 4% or $894,379 at 6%; with 50% employer match about $894,379 at 4% or $596,253 at 6%; with 100% employer match about $670,784 at 4% or $447,190 at 6%.
GLOBAL INVESTMENT MANAGEMENT LLC 401(K) PLAN-4$223,993$99,273$24,818iApproximate average salary by contribution assumption: employee only about $620,456 at 4% or $413,638 at 6%; with 50% employer match about $413,638 at 4% or $275,758 at 6%; with 100% employer match about $310,228 at 4% or $206,819 at 6%.
201124$318,688$298,952$74,738iApproximate average salary by contribution assumption: employee only about $1,868,450 at 4% or $1,245,633 at 6%; with 50% employer match about $1,245,633 at 4% or $830,422 at 6%; with 100% employer match about $934,225 at 4% or $622,817 at 6%.
Global Wealth Management LLC Cash Balance Plan-4$201,001$201,000$50,250iApproximate average salary by contribution assumption: employee only about $1,256,250 at 4% or $837,500 at 6%; with 50% employer match about $837,500 at 4% or $558,333 at 6%; with 100% employer match about $628,125 at 4% or $418,750 at 6%.
GLOBAL INVESTMENT MANAGEMENT LLC 401(K) PLAN-4$117,687$97,952$24,488iApproximate average salary by contribution assumption: employee only about $612,200 at 4% or $408,133 at 6%; with 50% employer match about $408,133 at 4% or $272,089 at 6%; with 100% employer match about $306,100 at 4% or $204,067 at 6%.
201014$21,844$21,755$5,439iApproximate average salary by contribution assumption: employee only about $135,969 at 4% or $90,646 at 6%; with 50% employer match about $90,646 at 4% or $60,431 at 6%; with 100% employer match about $67,984 at 4% or $45,323 at 6%.
GLOBAL INVESTMENT MANAGEMENT LLC 401(K) PLAN-4$21,844$21,755$5,439iApproximate average salary by contribution assumption: employee only about $135,969 at 4% or $90,646 at 6%; with 50% employer match about $90,646 at 4% or $60,431 at 6%; with 100% employer match about $67,984 at 4% or $45,323 at 6%.