Civic Intelligence

Madison Wealth Management

Plan context: Madison Wealth Management Soca Benefit Plan

EIN 31-1725548 • Cincinnati, OH • 22 filings • 3 plans

7755 Montgomery Rd Suite 510Cincinnati, OH 45236
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$5,882,396

2024 Contributions

$11,663

Historical Graphs

Total Assets Over Time

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

$5,882,396$2,941,198$0200720152023YearValue
$5,882,396Latest year 2023

Participants Over Time

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

30150200620152023YearValue
30Latest year 2023

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
202420$0$11,663-
Madison Wealth Management Ltd. 401K Profit Sharing Plan-0$0$0-
Madison Wealth Management Soca Benefit Plan-0$0$11,663-
2023230$5,882,396$1,138,978$37,966iApproximate average salary by contribution assumption: employee only about $949,148 at 4% or $632,766 at 6%; with 50% employer match about $632,766 at 4% or $421,844 at 6%; with 100% employer match about $474,574 at 4% or $316,383 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-30$5,877,617$1,021,304$34,043iApproximate average salary by contribution assumption: employee only about $851,087 at 4% or $567,391 at 6%; with 50% employer match about $567,391 at 4% or $378,261 at 6%; with 100% employer match about $425,543 at 4% or $283,696 at 6%.
Madison Wealth Management Soca Benefit Plan-15$4,779$117,674$7,845iApproximate average salary by contribution assumption: employee only about $196,123 at 4% or $130,749 at 6%; with 50% employer match about $130,749 at 4% or $87,166 at 6%; with 100% employer match about $98,062 at 4% or $65,374 at 6%.
2022230$3,989,412$924,050$30,802iApproximate average salary by contribution assumption: employee only about $770,042 at 4% or $513,361 at 6%; with 50% employer match about $513,361 at 4% or $342,241 at 6%; with 100% employer match about $385,021 at 4% or $256,681 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-30$3,986,278$822,383$27,413iApproximate average salary by contribution assumption: employee only about $685,319 at 4% or $456,879 at 6%; with 50% employer match about $456,879 at 4% or $304,586 at 6%; with 100% employer match about $342,660 at 4% or $228,440 at 6%.
Madison Wealth Management Soca Benefit Plan-12$3,134$101,667$8,472iApproximate average salary by contribution assumption: employee only about $211,806 at 4% or $141,204 at 6%; with 50% employer match about $141,204 at 4% or $94,136 at 6%; with 100% employer match about $105,903 at 4% or $70,602 at 6%.
2021126$4,093,797$470,548$18,098iApproximate average salary by contribution assumption: employee only about $452,450 at 4% or $301,633 at 6%; with 50% employer match about $301,633 at 4% or $201,089 at 6%; with 100% employer match about $226,225 at 4% or $150,817 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-26$4,093,797$470,548$18,098iApproximate average salary by contribution assumption: employee only about $452,450 at 4% or $301,633 at 6%; with 50% employer match about $301,633 at 4% or $201,089 at 6%; with 100% employer match about $226,225 at 4% or $150,817 at 6%.
2020122$3,249,934$715,732$32,533iApproximate average salary by contribution assumption: employee only about $813,332 at 4% or $542,221 at 6%; with 50% employer match about $542,221 at 4% or $361,481 at 6%; with 100% employer match about $406,666 at 4% or $271,111 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-22$3,249,934$715,732$32,533iApproximate average salary by contribution assumption: employee only about $813,332 at 4% or $542,221 at 6%; with 50% employer match about $542,221 at 4% or $361,481 at 6%; with 100% employer match about $406,666 at 4% or $271,111 at 6%.
2019121$2,170,838$297,461$14,165iApproximate average salary by contribution assumption: employee only about $354,120 at 4% or $236,080 at 6%; with 50% employer match about $236,080 at 4% or $157,387 at 6%; with 100% employer match about $177,060 at 4% or $118,040 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-21$2,170,838$297,461$14,165iApproximate average salary by contribution assumption: employee only about $354,120 at 4% or $236,080 at 6%; with 50% employer match about $236,080 at 4% or $157,387 at 6%; with 100% employer match about $177,060 at 4% or $118,040 at 6%.
2018113$2,099,789$203,451$15,650iApproximate average salary by contribution assumption: employee only about $391,252 at 4% or $260,835 at 6%; with 50% employer match about $260,835 at 4% or $173,890 at 6%; with 100% employer match about $195,626 at 4% or $130,417 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-13$2,099,789$203,451$15,650iApproximate average salary by contribution assumption: employee only about $391,252 at 4% or $260,835 at 6%; with 50% employer match about $260,835 at 4% or $173,890 at 6%; with 100% employer match about $195,626 at 4% or $130,417 at 6%.
2017111$2,097,146$210,119$19,102iApproximate average salary by contribution assumption: employee only about $477,543 at 4% or $318,362 at 6%; with 50% employer match about $318,362 at 4% or $212,241 at 6%; with 100% employer match about $238,772 at 4% or $159,181 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-11$2,097,146$210,119$19,102iApproximate average salary by contribution assumption: employee only about $477,543 at 4% or $318,362 at 6%; with 50% employer match about $318,362 at 4% or $212,241 at 6%; with 100% employer match about $238,772 at 4% or $159,181 at 6%.
201619$1,645,587$168,366$18,707iApproximate average salary by contribution assumption: employee only about $467,683 at 4% or $311,789 at 6%; with 50% employer match about $311,789 at 4% or $207,859 at 6%; with 100% employer match about $233,842 at 4% or $155,894 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-9$1,645,587$168,366$18,707iApproximate average salary by contribution assumption: employee only about $467,683 at 4% or $311,789 at 6%; with 50% employer match about $311,789 at 4% or $207,859 at 6%; with 100% employer match about $233,842 at 4% or $155,894 at 6%.
2015112$1,670,294$277,653$23,138iApproximate average salary by contribution assumption: employee only about $578,444 at 4% or $385,629 at 6%; with 50% employer match about $385,629 at 4% or $257,086 at 6%; with 100% employer match about $289,222 at 4% or $192,815 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-12$1,670,294$277,653$23,138iApproximate average salary by contribution assumption: employee only about $578,444 at 4% or $385,629 at 6%; with 50% employer match about $385,629 at 4% or $257,086 at 6%; with 100% employer match about $289,222 at 4% or $192,815 at 6%.
2014111$1,462,725$198,518$18,047iApproximate average salary by contribution assumption: employee only about $451,177 at 4% or $300,785 at 6%; with 50% employer match about $300,785 at 4% or $200,523 at 6%; with 100% employer match about $225,589 at 4% or $150,392 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-11$1,462,725$198,518$18,047iApproximate average salary by contribution assumption: employee only about $451,177 at 4% or $300,785 at 6%; with 50% employer match about $300,785 at 4% or $200,523 at 6%; with 100% employer match about $225,589 at 4% or $150,392 at 6%.
2013110$1,333,837$170,637$17,064iApproximate average salary by contribution assumption: employee only about $426,593 at 4% or $284,395 at 6%; with 50% employer match about $284,395 at 4% or $189,597 at 6%; with 100% employer match about $213,296 at 4% or $142,198 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-10$1,333,837$170,637$17,064iApproximate average salary by contribution assumption: employee only about $426,593 at 4% or $284,395 at 6%; with 50% employer match about $284,395 at 4% or $189,597 at 6%; with 100% employer match about $213,296 at 4% or $142,198 at 6%.
2012110$1,020,031$145,360$14,536iApproximate average salary by contribution assumption: employee only about $363,400 at 4% or $242,267 at 6%; with 50% employer match about $242,267 at 4% or $161,511 at 6%; with 100% employer match about $181,700 at 4% or $121,133 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-10$1,020,031$145,360$14,536iApproximate average salary by contribution assumption: employee only about $363,400 at 4% or $242,267 at 6%; with 50% employer match about $242,267 at 4% or $161,511 at 6%; with 100% employer match about $181,700 at 4% or $121,133 at 6%.
2011110$741,256$122,202$12,220iApproximate average salary by contribution assumption: employee only about $305,505 at 4% or $203,670 at 6%; with 50% employer match about $203,670 at 4% or $135,780 at 6%; with 100% employer match about $152,753 at 4% or $101,835 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-10$741,256$122,202$12,220iApproximate average salary by contribution assumption: employee only about $305,505 at 4% or $203,670 at 6%; with 50% employer match about $203,670 at 4% or $135,780 at 6%; with 100% employer match about $152,753 at 4% or $101,835 at 6%.
2010110$679,478$370,825$37,083iApproximate average salary by contribution assumption: employee only about $927,063 at 4% or $618,042 at 6%; with 50% employer match about $618,042 at 4% or $412,028 at 6%; with 100% employer match about $463,531 at 4% or $309,021 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-10$679,478$370,825$37,083iApproximate average salary by contribution assumption: employee only about $927,063 at 4% or $618,042 at 6%; with 50% employer match about $618,042 at 4% or $412,028 at 6%; with 100% employer match about $463,531 at 4% or $309,021 at 6%.
200917$225,749$76,292$10,899iApproximate average salary by contribution assumption: employee only about $272,471 at 4% or $181,648 at 6%; with 50% employer match about $181,648 at 4% or $121,098 at 6%; with 100% employer match about $136,236 at 4% or $90,824 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-7$225,749$76,292$10,899iApproximate average salary by contribution assumption: employee only about $272,471 at 4% or $181,648 at 6%; with 50% employer match about $181,648 at 4% or $121,098 at 6%; with 100% employer match about $136,236 at 4% or $90,824 at 6%.
200819$105,395$54,900$6,100iApproximate average salary by contribution assumption: employee only about $152,500 at 4% or $101,667 at 6%; with 50% employer match about $101,667 at 4% or $67,778 at 6%; with 100% employer match about $76,250 at 4% or $50,833 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-9$105,395$54,900$6,100iApproximate average salary by contribution assumption: employee only about $152,500 at 4% or $101,667 at 6%; with 50% employer match about $101,667 at 4% or $67,778 at 6%; with 100% employer match about $76,250 at 4% or $50,833 at 6%.
200716$110,823$51,975$8,663iApproximate average salary by contribution assumption: employee only about $216,563 at 4% or $144,375 at 6%; with 50% employer match about $144,375 at 4% or $96,250 at 6%; with 100% employer match about $108,281 at 4% or $72,188 at 6%.
Madison Wealth Management Ltd. 401K Profit Sharing Plan-6$110,823$51,975$8,663iApproximate average salary by contribution assumption: employee only about $216,563 at 4% or $144,375 at 6%; with 50% employer match about $144,375 at 4% or $96,250 at 6%; with 100% employer match about $108,281 at 4% or $72,188 at 6%.
200616$0$0-
Madison Wealth Management Ltd. 401K Profit Sharing Plan-6---