Civic Intelligence

CM Wealth Advisors LLC

Plan context: CM Wealth Advisors LLC Profit Sharing and 401(K) Plan

EIN 34-1410460 • Beachwood, OH • 26 filings • 7 plans

2000 Auburn Drive Suite 400Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$10,254,467

2024 Contributions

$684,776

Historical Graphs

Total Assets Over Time

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

$10,254,467$5,127,234$0199920122024YearValue
$10,254,467Latest year 2024

Participants Over Time

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

25130199920122024YearValue
23Latest 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
2024123$10,254,467$684,776$29,773iApproximate average salary by contribution assumption: employee only about $744,322 at 4% or $496,214 at 6%; with 50% employer match about $496,214 at 4% or $330,810 at 6%; with 100% employer match about $372,161 at 4% or $248,107 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-23$10,254,467$684,776$29,773iApproximate average salary by contribution assumption: employee only about $744,322 at 4% or $496,214 at 6%; with 50% employer match about $496,214 at 4% or $330,810 at 6%; with 100% employer match about $372,161 at 4% or $248,107 at 6%.
2023122$10,010,337$615,157$27,962iApproximate average salary by contribution assumption: employee only about $699,042 at 4% or $466,028 at 6%; with 50% employer match about $466,028 at 4% or $310,685 at 6%; with 100% employer match about $349,521 at 4% or $233,014 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-22$10,010,337$615,157$27,962iApproximate average salary by contribution assumption: employee only about $699,042 at 4% or $466,028 at 6%; with 50% employer match about $466,028 at 4% or $310,685 at 6%; with 100% employer match about $349,521 at 4% or $233,014 at 6%.
2022121$7,741,410$670,725$31,939iApproximate average salary by contribution assumption: employee only about $798,482 at 4% or $532,321 at 6%; with 50% employer match about $532,321 at 4% or $354,881 at 6%; with 100% employer match about $399,241 at 4% or $266,161 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-21$7,741,410$670,725$31,939iApproximate average salary by contribution assumption: employee only about $798,482 at 4% or $532,321 at 6%; with 50% employer match about $532,321 at 4% or $354,881 at 6%; with 100% employer match about $399,241 at 4% or $266,161 at 6%.
2021121$8,901,434$584,519$27,834iApproximate average salary by contribution assumption: employee only about $695,856 at 4% or $463,904 at 6%; with 50% employer match about $463,904 at 4% or $309,269 at 6%; with 100% employer match about $347,928 at 4% or $231,952 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-21$8,901,434$584,519$27,834iApproximate average salary by contribution assumption: employee only about $695,856 at 4% or $463,904 at 6%; with 50% employer match about $463,904 at 4% or $309,269 at 6%; with 100% employer match about $347,928 at 4% or $231,952 at 6%.
2020123$8,144,331$541,431$23,540iApproximate average salary by contribution assumption: employee only about $588,512 at 4% or $392,341 at 6%; with 50% employer match about $392,341 at 4% or $261,561 at 6%; with 100% employer match about $294,256 at 4% or $196,171 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-23$8,144,331$541,431$23,540iApproximate average salary by contribution assumption: employee only about $588,512 at 4% or $392,341 at 6%; with 50% employer match about $392,341 at 4% or $261,561 at 6%; with 100% employer match about $294,256 at 4% or $196,171 at 6%.
2019125$7,796,134$575,064$23,003iApproximate average salary by contribution assumption: employee only about $575,064 at 4% or $383,376 at 6%; with 50% employer match about $383,376 at 4% or $255,584 at 6%; with 100% employer match about $287,532 at 4% or $191,688 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-25$7,796,134$575,064$23,003iApproximate average salary by contribution assumption: employee only about $575,064 at 4% or $383,376 at 6%; with 50% employer match about $383,376 at 4% or $255,584 at 6%; with 100% employer match about $287,532 at 4% or $191,688 at 6%.
2018122$5,835,964$550,137$25,006iApproximate average salary by contribution assumption: employee only about $625,156 at 4% or $416,770 at 6%; with 50% employer match about $416,770 at 4% or $277,847 at 6%; with 100% employer match about $312,578 at 4% or $208,385 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-22$5,835,964$550,137$25,006iApproximate average salary by contribution assumption: employee only about $625,156 at 4% or $416,770 at 6%; with 50% employer match about $416,770 at 4% or $277,847 at 6%; with 100% employer match about $312,578 at 4% or $208,385 at 6%.
2017121$6,425,810$526,176$25,056iApproximate average salary by contribution assumption: employee only about $626,400 at 4% or $417,600 at 6%; with 50% employer match about $417,600 at 4% or $278,400 at 6%; with 100% employer match about $313,200 at 4% or $208,800 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-21$6,425,810$526,176$25,056iApproximate average salary by contribution assumption: employee only about $626,400 at 4% or $417,600 at 6%; with 50% employer match about $417,600 at 4% or $278,400 at 6%; with 100% employer match about $313,200 at 4% or $208,800 at 6%.
2016122$4,977,691$671,501$30,523iApproximate average salary by contribution assumption: employee only about $763,069 at 4% or $508,713 at 6%; with 50% employer match about $508,713 at 4% or $339,142 at 6%; with 100% employer match about $381,535 at 4% or $254,356 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-22$4,977,691$671,501$30,523iApproximate average salary by contribution assumption: employee only about $763,069 at 4% or $508,713 at 6%; with 50% employer match about $508,713 at 4% or $339,142 at 6%; with 100% employer match about $381,535 at 4% or $254,356 at 6%.
2015120$4,007,630$488,762$24,438iApproximate average salary by contribution assumption: employee only about $610,953 at 4% or $407,302 at 6%; with 50% employer match about $407,302 at 4% or $271,534 at 6%; with 100% employer match about $305,476 at 4% or $203,651 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-20$4,007,630$488,762$24,438iApproximate average salary by contribution assumption: employee only about $610,953 at 4% or $407,302 at 6%; with 50% employer match about $407,302 at 4% or $271,534 at 6%; with 100% employer match about $305,476 at 4% or $203,651 at 6%.
2014122$3,582,011$619,471$28,158iApproximate average salary by contribution assumption: employee only about $703,944 at 4% or $469,296 at 6%; with 50% employer match about $469,296 at 4% or $312,864 at 6%; with 100% employer match about $351,972 at 4% or $234,648 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-22$3,582,011$619,471$28,158iApproximate average salary by contribution assumption: employee only about $703,944 at 4% or $469,296 at 6%; with 50% employer match about $469,296 at 4% or $312,864 at 6%; with 100% employer match about $351,972 at 4% or $234,648 at 6%.
2013116$3,026,110$466,947$29,184iApproximate average salary by contribution assumption: employee only about $729,605 at 4% or $486,403 at 6%; with 50% employer match about $486,403 at 4% or $324,269 at 6%; with 100% employer match about $364,802 at 4% or $243,202 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-16$3,026,110$466,947$29,184iApproximate average salary by contribution assumption: employee only about $729,605 at 4% or $486,403 at 6%; with 50% employer match about $486,403 at 4% or $324,269 at 6%; with 100% employer match about $364,802 at 4% or $243,202 at 6%.
2012115$2,200,568$399,191$26,613iApproximate average salary by contribution assumption: employee only about $665,318 at 4% or $443,546 at 6%; with 50% employer match about $443,546 at 4% or $295,697 at 6%; with 100% employer match about $332,659 at 4% or $221,773 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-15$2,200,568$399,191$26,613iApproximate average salary by contribution assumption: employee only about $665,318 at 4% or $443,546 at 6%; with 50% employer match about $443,546 at 4% or $295,697 at 6%; with 100% employer match about $332,659 at 4% or $221,773 at 6%.
2011112$1,869,740$292,727$24,394iApproximate average salary by contribution assumption: employee only about $609,848 at 4% or $406,565 at 6%; with 50% employer match about $406,565 at 4% or $271,044 at 6%; with 100% employer match about $304,924 at 4% or $203,283 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-12$1,869,740$292,727$24,394iApproximate average salary by contribution assumption: employee only about $609,848 at 4% or $406,565 at 6%; with 50% employer match about $406,565 at 4% or $271,044 at 6%; with 100% employer match about $304,924 at 4% or $203,283 at 6%.
2010112$1,868,792$124,165$10,347iApproximate average salary by contribution assumption: employee only about $258,677 at 4% or $172,451 at 6%; with 50% employer match about $172,451 at 4% or $114,968 at 6%; with 100% employer match about $129,339 at 4% or $86,226 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-12$1,868,792$124,165$10,347iApproximate average salary by contribution assumption: employee only about $258,677 at 4% or $172,451 at 6%; with 50% employer match about $172,451 at 4% or $114,968 at 6%; with 100% employer match about $129,339 at 4% or $86,226 at 6%.
2009112$1,470,726$194,516$16,210iApproximate average salary by contribution assumption: employee only about $405,242 at 4% or $270,161 at 6%; with 50% employer match about $270,161 at 4% or $180,107 at 6%; with 100% employer match about $202,621 at 4% or $135,081 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-12$1,470,726$194,516$16,210iApproximate average salary by contribution assumption: employee only about $405,242 at 4% or $270,161 at 6%; with 50% employer match about $270,161 at 4% or $180,107 at 6%; with 100% employer match about $202,621 at 4% or $135,081 at 6%.
2008111$926,770$122,852$11,168iApproximate average salary by contribution assumption: employee only about $279,209 at 4% or $186,139 at 6%; with 50% employer match about $186,139 at 4% or $124,093 at 6%; with 100% employer match about $139,605 at 4% or $93,070 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-11$926,770$122,852$11,168iApproximate average salary by contribution assumption: employee only about $279,209 at 4% or $186,139 at 6%; with 50% employer match about $186,139 at 4% or $124,093 at 6%; with 100% employer match about $139,605 at 4% or $93,070 at 6%.
200719$1,413,269$180,878$20,098iApproximate average salary by contribution assumption: employee only about $502,439 at 4% or $334,959 at 6%; with 50% employer match about $334,959 at 4% or $223,306 at 6%; with 100% employer match about $251,219 at 4% or $167,480 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-9$1,413,269$180,878$20,098iApproximate average salary by contribution assumption: employee only about $502,439 at 4% or $334,959 at 6%; with 50% employer match about $334,959 at 4% or $223,306 at 6%; with 100% employer match about $251,219 at 4% or $167,480 at 6%.
2006110$1,147,019$176,220$17,622iApproximate average salary by contribution assumption: employee only about $440,550 at 4% or $293,700 at 6%; with 50% employer match about $293,700 at 4% or $195,800 at 6%; with 100% employer match about $220,275 at 4% or $146,850 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-10$1,147,019$176,220$17,622iApproximate average salary by contribution assumption: employee only about $440,550 at 4% or $293,700 at 6%; with 50% employer match about $293,700 at 4% or $195,800 at 6%; with 100% employer match about $220,275 at 4% or $146,850 at 6%.
200518$854,577$157,800$19,725iApproximate average salary by contribution assumption: employee only about $493,125 at 4% or $328,750 at 6%; with 50% employer match about $328,750 at 4% or $219,167 at 6%; with 100% employer match about $246,563 at 4% or $164,375 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-8$854,577$157,800$19,725iApproximate average salary by contribution assumption: employee only about $493,125 at 4% or $328,750 at 6%; with 50% employer match about $328,750 at 4% or $219,167 at 6%; with 100% employer match about $246,563 at 4% or $164,375 at 6%.
200417$1,184,061$127,425$18,204iApproximate average salary by contribution assumption: employee only about $455,089 at 4% or $303,393 at 6%; with 50% employer match about $303,393 at 4% or $202,262 at 6%; with 100% employer match about $227,545 at 4% or $151,696 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-7$1,184,061$127,425$18,204iApproximate average salary by contribution assumption: employee only about $455,089 at 4% or $303,393 at 6%; with 50% employer match about $303,393 at 4% or $202,262 at 6%; with 100% employer match about $227,545 at 4% or $151,696 at 6%.
200317$915,959$45,579$6,511iApproximate average salary by contribution assumption: employee only about $162,782 at 4% or $108,521 at 6%; with 50% employer match about $108,521 at 4% or $72,348 at 6%; with 100% employer match about $81,391 at 4% or $54,261 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-7$915,959$45,579$6,511iApproximate average salary by contribution assumption: employee only about $162,782 at 4% or $108,521 at 6%; with 50% employer match about $108,521 at 4% or $72,348 at 6%; with 100% employer match about $81,391 at 4% or $54,261 at 6%.
200216$642,815$32,485$5,414iApproximate average salary by contribution assumption: employee only about $135,354 at 4% or $90,236 at 6%; with 50% employer match about $90,236 at 4% or $60,157 at 6%; with 100% employer match about $67,677 at 4% or $45,118 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-6$642,815$32,485$5,414iApproximate average salary by contribution assumption: employee only about $135,354 at 4% or $90,236 at 6%; with 50% employer match about $90,236 at 4% or $60,157 at 6%; with 100% employer match about $67,677 at 4% or $45,118 at 6%.
200115$0$0-
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-5---
200015$747,108$80,165$16,033iApproximate average salary by contribution assumption: employee only about $400,825 at 4% or $267,217 at 6%; with 50% employer match about $267,217 at 4% or $178,144 at 6%; with 100% employer match about $200,413 at 4% or $133,608 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-5$747,108$80,165$16,033iApproximate average salary by contribution assumption: employee only about $400,825 at 4% or $267,217 at 6%; with 50% employer match about $267,217 at 4% or $178,144 at 6%; with 100% employer match about $200,413 at 4% or $133,608 at 6%.
199915$634,809$75,928$15,186iApproximate average salary by contribution assumption: employee only about $379,640 at 4% or $253,093 at 6%; with 50% employer match about $253,093 at 4% or $168,729 at 6%; with 100% employer match about $189,820 at 4% or $126,547 at 6%.
CM Wealth Advisors LLC Profit Sharing and 401(K) Plan-5$634,809$75,928$15,186iApproximate average salary by contribution assumption: employee only about $379,640 at 4% or $253,093 at 6%; with 50% employer match about $253,093 at 4% or $168,729 at 6%; with 100% employer match about $189,820 at 4% or $126,547 at 6%.