Civic Intelligence

Collaborative Wealth Management Inc.

Plan context: Collaborative Wealth 401(K) & Profit Share

EIN 35-2280124 • Lake Mary, FL • 9 filings • 1 plans

972 International PkwyLake Mary, FL 32746
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,638,441

2024 Contributions

$337,961

Historical Graphs

Total Assets Over Time

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

$1,638,441$819,221$0201620202024YearValue
$1,638,441Latest year 2024

Participants Over Time

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

1580201620202024YearValue
12Latest 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
2024112$1,638,441$337,961$28,163iApproximate average salary by contribution assumption: employee only about $704,085 at 4% or $469,390 at 6%; with 50% employer match about $469,390 at 4% or $312,927 at 6%; with 100% employer match about $352,043 at 4% or $234,695 at 6%.
Collaborative Wealth 401(K) & Profit Share-12$1,638,441$337,961$28,163iApproximate average salary by contribution assumption: employee only about $704,085 at 4% or $469,390 at 6%; with 50% employer match about $469,390 at 4% or $312,927 at 6%; with 100% employer match about $352,043 at 4% or $234,695 at 6%.
2023110$1,051,613$126,887$12,689iApproximate average salary by contribution assumption: employee only about $317,218 at 4% or $211,478 at 6%; with 50% employer match about $211,478 at 4% or $140,986 at 6%; with 100% employer match about $158,609 at 4% or $105,739 at 6%.
Collaborative Wealth 401(K) & Profit Share-10$1,051,613$126,887$12,689iApproximate average salary by contribution assumption: employee only about $317,218 at 4% or $211,478 at 6%; with 50% employer match about $211,478 at 4% or $140,986 at 6%; with 100% employer match about $158,609 at 4% or $105,739 at 6%.
2022110$853,310$164,321$16,432iApproximate average salary by contribution assumption: employee only about $410,802 at 4% or $273,868 at 6%; with 50% employer match about $273,868 at 4% or $182,579 at 6%; with 100% employer match about $205,401 at 4% or $136,934 at 6%.
Collaborative Wealth 401(K) & Profit Share-10$853,310$164,321$16,432iApproximate average salary by contribution assumption: employee only about $410,802 at 4% or $273,868 at 6%; with 50% employer match about $273,868 at 4% or $182,579 at 6%; with 100% employer match about $205,401 at 4% or $136,934 at 6%.
2021114$933,506$193,322$13,809iApproximate average salary by contribution assumption: employee only about $345,218 at 4% or $230,145 at 6%; with 50% employer match about $230,145 at 4% or $153,430 at 6%; with 100% employer match about $172,609 at 4% or $115,073 at 6%.
Collaborative Wealth 401(K) & Profit Share-14$933,506$193,322$13,809iApproximate average salary by contribution assumption: employee only about $345,218 at 4% or $230,145 at 6%; with 50% employer match about $230,145 at 4% or $153,430 at 6%; with 100% employer match about $172,609 at 4% or $115,073 at 6%.
2020115$622,529$158,223$10,548iApproximate average salary by contribution assumption: employee only about $263,705 at 4% or $175,803 at 6%; with 50% employer match about $175,803 at 4% or $117,202 at 6%; with 100% employer match about $131,853 at 4% or $87,902 at 6%.
Collaborative Wealth 401(K) & Profit Share-15$622,529$158,223$10,548iApproximate average salary by contribution assumption: employee only about $263,705 at 4% or $175,803 at 6%; with 50% employer match about $175,803 at 4% or $117,202 at 6%; with 100% employer match about $131,853 at 4% or $87,902 at 6%.
2019112$414,784$283,264$23,605iApproximate average salary by contribution assumption: employee only about $590,133 at 4% or $393,422 at 6%; with 50% employer match about $393,422 at 4% or $262,281 at 6%; with 100% employer match about $295,067 at 4% or $196,711 at 6%.
Collaborative Wealth 401(K) & Profit Share-12$414,784$283,264$23,605iApproximate average salary by contribution assumption: employee only about $590,133 at 4% or $393,422 at 6%; with 50% employer match about $393,422 at 4% or $262,281 at 6%; with 100% employer match about $295,067 at 4% or $196,711 at 6%.
2018111$102,704$72,075$6,552iApproximate average salary by contribution assumption: employee only about $163,807 at 4% or $109,205 at 6%; with 50% employer match about $109,205 at 4% or $72,803 at 6%; with 100% employer match about $81,903 at 4% or $54,602 at 6%.
Collaborative Wealth 401(K) & Profit Share-11$102,704$72,075$6,552iApproximate average salary by contribution assumption: employee only about $163,807 at 4% or $109,205 at 6%; with 50% employer match about $109,205 at 4% or $72,803 at 6%; with 100% employer match about $81,903 at 4% or $54,602 at 6%.
201717$36,243$22,237$3,177iApproximate average salary by contribution assumption: employee only about $79,418 at 4% or $52,945 at 6%; with 50% employer match about $52,945 at 4% or $35,297 at 6%; with 100% employer match about $39,709 at 4% or $26,473 at 6%.
Collaborative Wealth 401(K) & Profit Share-7$36,243$22,237$3,177iApproximate average salary by contribution assumption: employee only about $79,418 at 4% or $52,945 at 6%; with 50% employer match about $52,945 at 4% or $35,297 at 6%; with 100% employer match about $39,709 at 4% or $26,473 at 6%.
201612$13,078$13,730$6,865iApproximate average salary by contribution assumption: employee only about $171,625 at 4% or $114,417 at 6%; with 50% employer match about $114,417 at 4% or $76,278 at 6%; with 100% employer match about $85,813 at 4% or $57,208 at 6%.
Collaborative Wealth 401(K) & Profit Share-2$13,078$13,730$6,865iApproximate average salary by contribution assumption: employee only about $171,625 at 4% or $114,417 at 6%; with 50% employer match about $114,417 at 4% or $76,278 at 6%; with 100% employer match about $85,813 at 4% or $57,208 at 6%.