Private Wealth Consultants Ltd
Plan context: Private Wealth Consultants Ltd Profit Sharing Plan
EIN 31-1554134 • Toledo, OH • 24 filings • 6 plans
Current Snapshot
Latest Year
2017
2017 Participants
14
2017 Assets
$458,474
2017 Contributions
$48,920
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $48,920 | - |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 0 | $0 | $48,920 | - |
| 2016 | 1 | 14 | $458,474 | $65,865 | $4,705iApproximate average salary by contribution assumption: employee only about $117,616 at 4% or $78,411 at 6%; with 50% employer match about $78,411 at 4% or $52,274 at 6%; with 100% employer match about $58,808 at 4% or $39,205 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 14 | $458,474 | $65,865 | $4,705iApproximate average salary by contribution assumption: employee only about $117,616 at 4% or $78,411 at 6%; with 50% employer match about $78,411 at 4% or $52,274 at 6%; with 100% employer match about $58,808 at 4% or $39,205 at 6%. |
| 2015 | 1 | 11 | $352,213 | $43,823 | $3,984iApproximate average salary by contribution assumption: employee only about $99,598 at 4% or $66,398 at 6%; with 50% employer match about $66,398 at 4% or $44,266 at 6%; with 100% employer match about $49,799 at 4% or $33,199 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 11 | $352,213 | $43,823 | $3,984iApproximate average salary by contribution assumption: employee only about $99,598 at 4% or $66,398 at 6%; with 50% employer match about $66,398 at 4% or $44,266 at 6%; with 100% employer match about $49,799 at 4% or $33,199 at 6%. |
| 2014 | 1 | 9 | $398,427 | $66,430 | $7,381iApproximate average salary by contribution assumption: employee only about $184,528 at 4% or $123,019 at 6%; with 50% employer match about $123,019 at 4% or $82,012 at 6%; with 100% employer match about $92,264 at 4% or $61,509 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 9 | $398,427 | $66,430 | $7,381iApproximate average salary by contribution assumption: employee only about $184,528 at 4% or $123,019 at 6%; with 50% employer match about $123,019 at 4% or $82,012 at 6%; with 100% employer match about $92,264 at 4% or $61,509 at 6%. |
| 2013 | 1 | 9 | $344,390 | $45,230 | $5,026iApproximate average salary by contribution assumption: employee only about $125,639 at 4% or $83,759 at 6%; with 50% employer match about $83,759 at 4% or $55,840 at 6%; with 100% employer match about $62,819 at 4% or $41,880 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 9 | $344,390 | $45,230 | $5,026iApproximate average salary by contribution assumption: employee only about $125,639 at 4% or $83,759 at 6%; with 50% employer match about $83,759 at 4% or $55,840 at 6%; with 100% employer match about $62,819 at 4% or $41,880 at 6%. |
| 2012 | 1 | 8 | $273,870 | $30,617 | $3,827iApproximate average salary by contribution assumption: employee only about $95,678 at 4% or $63,785 at 6%; with 50% employer match about $63,785 at 4% or $42,524 at 6%; with 100% employer match about $47,839 at 4% or $31,893 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 8 | $273,870 | $30,617 | $3,827iApproximate average salary by contribution assumption: employee only about $95,678 at 4% or $63,785 at 6%; with 50% employer match about $63,785 at 4% or $42,524 at 6%; with 100% employer match about $47,839 at 4% or $31,893 at 6%. |
| 2011 | 1 | 7 | $236,181 | $16,388 | $2,341iApproximate average salary by contribution assumption: employee only about $58,529 at 4% or $39,019 at 6%; with 50% employer match about $39,019 at 4% or $26,013 at 6%; with 100% employer match about $29,264 at 4% or $19,510 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 7 | $236,181 | $16,388 | $2,341iApproximate average salary by contribution assumption: employee only about $58,529 at 4% or $39,019 at 6%; with 50% employer match about $39,019 at 4% or $26,013 at 6%; with 100% employer match about $29,264 at 4% or $19,510 at 6%. |
| 2010 | 1 | 7 | $216,119 | $46,429 | $6,633iApproximate average salary by contribution assumption: employee only about $165,818 at 4% or $110,545 at 6%; with 50% employer match about $110,545 at 4% or $73,697 at 6%; with 100% employer match about $82,909 at 4% or $55,273 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 7 | $216,119 | $46,429 | $6,633iApproximate average salary by contribution assumption: employee only about $165,818 at 4% or $110,545 at 6%; with 50% employer match about $110,545 at 4% or $73,697 at 6%; with 100% employer match about $82,909 at 4% or $55,273 at 6%. |
| 2009 | 1 | 9 | $187,444 | $20,339 | $2,260iApproximate average salary by contribution assumption: employee only about $56,497 at 4% or $37,665 at 6%; with 50% employer match about $37,665 at 4% or $25,110 at 6%; with 100% employer match about $28,249 at 4% or $18,832 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 9 | $187,444 | $20,339 | $2,260iApproximate average salary by contribution assumption: employee only about $56,497 at 4% or $37,665 at 6%; with 50% employer match about $37,665 at 4% or $25,110 at 6%; with 100% employer match about $28,249 at 4% or $18,832 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $124,694 | $13,959 | $2,327iApproximate average salary by contribution assumption: employee only about $58,163 at 4% or $38,775 at 6%; with 50% employer match about $38,775 at 4% or $25,850 at 6%; with 100% employer match about $29,081 at 4% or $19,388 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 6 | $124,694 | $13,959 | $2,327iApproximate average salary by contribution assumption: employee only about $58,163 at 4% or $38,775 at 6%; with 50% employer match about $38,775 at 4% or $25,850 at 6%; with 100% employer match about $29,081 at 4% or $19,388 at 6%. |
| 2005 | 1 | 5 | $97,074 | $0 | - |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 5 | $97,074 | - | - |
| 2004 | 1 | 5 | $97,708 | $0 | - |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 5 | $97,708 | - | - |
| 2003 | 2 | 4 | $98,342 | $11,333 | $2,833iApproximate average salary by contribution assumption: employee only about $70,831 at 4% or $47,221 at 6%; with 50% employer match about $47,221 at 4% or $31,481 at 6%; with 100% employer match about $35,416 at 4% or $23,610 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 4 | $98,342 | $3,103 | $776iApproximate average salary by contribution assumption: employee only about $19,394 at 4% or $12,929 at 6%; with 50% employer match about $12,929 at 4% or $8,619 at 6%; with 100% employer match about $9,697 at 4% or $6,465 at 6%. |
| Private Wealth Consultants Ltd Pension Plan | - | 0 | - | $8,230 | - |
| 2002 | 2 | 2 | $75,616 | $12,548 | $6,274iApproximate average salary by contribution assumption: employee only about $156,850 at 4% or $104,567 at 6%; with 50% employer match about $104,567 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 2 | $45,144 | - | - |
| Private Wealth Consultants Ltd Pension Plan | - | 2 | $30,472 | $12,548 | $6,274iApproximate average salary by contribution assumption: employee only about $156,850 at 4% or $104,567 at 6%; with 50% employer match about $104,567 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%. |
| 2001 | 2 | 2 | $73,637 | $25,448 | $12,724iApproximate average salary by contribution assumption: employee only about $318,100 at 4% or $212,067 at 6%; with 50% employer match about $212,067 at 4% or $141,378 at 6%; with 100% employer match about $159,050 at 4% or $106,033 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 2 | $52,901 | $14,039 | $7,020iApproximate average salary by contribution assumption: employee only about $175,488 at 4% or $116,992 at 6%; with 50% employer match about $116,992 at 4% or $77,994 at 6%; with 100% employer match about $87,744 at 4% or $58,496 at 6%. |
| Private Wealth Consultants Ltd Pension Plan | - | 2 | $20,736 | $11,409 | $5,705iApproximate average salary by contribution assumption: employee only about $142,613 at 4% or $95,075 at 6%; with 50% employer match about $95,075 at 4% or $63,383 at 6%; with 100% employer match about $71,306 at 4% or $47,538 at 6%. |
| 2000 | 2 | 2 | $44,738 | $1,512 | $756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 2 | $37,394 | - | - |
| Private Wealth Consultants Ltd Pension Plan | - | 2 | $7,344 | $1,512 | $756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%. |
| 1999 | 2 | 2 | $63,034 | $956 | $478iApproximate average salary by contribution assumption: employee only about $11,950 at 4% or $7,967 at 6%; with 50% employer match about $7,967 at 4% or $5,311 at 6%; with 100% employer match about $5,975 at 4% or $3,983 at 6%. |
| Private Wealth Consultants Ltd Profit Sharing Plan | - | 2 | $51,849 | - | - |
| Private Wealth Consultants Ltd Pension Plan | - | 2 | $11,185 | $956 | $478iApproximate average salary by contribution assumption: employee only about $11,950 at 4% or $7,967 at 6%; with 50% employer match about $7,967 at 4% or $5,311 at 6%; with 100% employer match about $5,975 at 4% or $3,983 at 6%. |