Civic Intelligence

I.M. Wealth Care LLC

Plan context: I.M. Wealth Care LLC 401(K) Plan

EIN 27-4265166 • Greenwood Village, CO • 4 filings • 3 plans

8490 East Crescent Pkwy, #110Greenwood Village, CO 80111
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$438,711

2022 Contributions

$24,660

Historical Graphs

Total Assets Over Time

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

$438,711$219,356$0201920202021YearValue
$438,711Latest year 2021

Participants Over Time

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

840201920202021YearValue
8Latest year 2021

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
202210$0$24,660-
I.M. Wealth Care LLC 401(K) Plan-0-$24,660-
202118$438,711$70,470$8,809iApproximate average salary by contribution assumption: employee only about $220,219 at 4% or $146,813 at 6%; with 50% employer match about $146,813 at 4% or $97,875 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%.
I.M. Wealth Care LLC 401(K) Plan-8$438,711$70,470$8,809iApproximate average salary by contribution assumption: employee only about $220,219 at 4% or $146,813 at 6%; with 50% employer match about $146,813 at 4% or $97,875 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%.
202015$315,186$42,025$8,405iApproximate average salary by contribution assumption: employee only about $210,125 at 4% or $140,083 at 6%; with 50% employer match about $140,083 at 4% or $93,389 at 6%; with 100% employer match about $105,063 at 4% or $70,042 at 6%.
I.M. Wealth Care LLC 401(K) Plan-5$315,186$42,025$8,405iApproximate average salary by contribution assumption: employee only about $210,125 at 4% or $140,083 at 6%; with 50% employer match about $140,083 at 4% or $93,389 at 6%; with 100% employer match about $105,063 at 4% or $70,042 at 6%.
201913$247,972$28,794$9,598iApproximate average salary by contribution assumption: employee only about $239,950 at 4% or $159,967 at 6%; with 50% employer match about $159,967 at 4% or $106,644 at 6%; with 100% employer match about $119,975 at 4% or $79,983 at 6%.
I.M. Wealth Care LLC 401(K) Plan-3$247,972$28,794$9,598iApproximate average salary by contribution assumption: employee only about $239,950 at 4% or $159,967 at 6%; with 50% employer match about $159,967 at 4% or $106,644 at 6%; with 100% employer match about $119,975 at 4% or $79,983 at 6%.