Civic Intelligence

Professional Wealth Management Inc.

Plan context: Professional Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 36-3997774 • Oak Brook, IL • 31 filings • 7 plans

1200 Harger Rd, Suite 203Oak Brook, IL 60523
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$7,720,881

2024 Contributions

$128,803

Historical Graphs

Total Assets Over Time

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

$7,720,881$3,860,441$0199920122024YearValue
$7,720,881Latest year 2024

Participants Over Time

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

530199920122024YearValue
3Latest 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
202413$7,720,881$128,803$42,934iApproximate average salary by contribution assumption: employee only about $1,073,358 at 4% or $715,572 at 6%; with 50% employer match about $715,572 at 4% or $477,048 at 6%; with 100% employer match about $536,679 at 4% or $357,786 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$7,720,881$128,803$42,934iApproximate average salary by contribution assumption: employee only about $1,073,358 at 4% or $715,572 at 6%; with 50% employer match about $715,572 at 4% or $477,048 at 6%; with 100% employer match about $536,679 at 4% or $357,786 at 6%.
202313$6,427,805$122,375$40,792iApproximate average salary by contribution assumption: employee only about $1,019,792 at 4% or $679,861 at 6%; with 50% employer match about $679,861 at 4% or $453,241 at 6%; with 100% employer match about $509,896 at 4% or $339,931 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$6,427,805$122,375$40,792iApproximate average salary by contribution assumption: employee only about $1,019,792 at 4% or $679,861 at 6%; with 50% employer match about $679,861 at 4% or $453,241 at 6%; with 100% employer match about $509,896 at 4% or $339,931 at 6%.
202213$5,138,366$113,506$37,835iApproximate average salary by contribution assumption: employee only about $945,883 at 4% or $630,589 at 6%; with 50% employer match about $630,589 at 4% or $420,393 at 6%; with 100% employer match about $472,942 at 4% or $315,294 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$5,138,366$113,506$37,835iApproximate average salary by contribution assumption: employee only about $945,883 at 4% or $630,589 at 6%; with 50% employer match about $630,589 at 4% or $420,393 at 6%; with 100% employer match about $472,942 at 4% or $315,294 at 6%.
202113$6,450,996$107,715$35,905iApproximate average salary by contribution assumption: employee only about $897,625 at 4% or $598,417 at 6%; with 50% employer match about $598,417 at 4% or $398,944 at 6%; with 100% employer match about $448,813 at 4% or $299,208 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$6,450,996$107,715$35,905iApproximate average salary by contribution assumption: employee only about $897,625 at 4% or $598,417 at 6%; with 50% employer match about $598,417 at 4% or $398,944 at 6%; with 100% employer match about $448,813 at 4% or $299,208 at 6%.
202013$5,436,203$106,369$35,456iApproximate average salary by contribution assumption: employee only about $886,408 at 4% or $590,939 at 6%; with 50% employer match about $590,939 at 4% or $393,959 at 6%; with 100% employer match about $443,204 at 4% or $295,469 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$5,436,203$106,369$35,456iApproximate average salary by contribution assumption: employee only about $886,408 at 4% or $590,939 at 6%; with 50% employer match about $590,939 at 4% or $393,959 at 6%; with 100% employer match about $443,204 at 4% or $295,469 at 6%.
201913$4,255,720$100,622$33,541iApproximate average salary by contribution assumption: employee only about $838,517 at 4% or $559,011 at 6%; with 50% employer match about $559,011 at 4% or $372,674 at 6%; with 100% employer match about $419,258 at 4% or $279,506 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$4,255,720$100,622$33,541iApproximate average salary by contribution assumption: employee only about $838,517 at 4% or $559,011 at 6%; with 50% employer match about $559,011 at 4% or $372,674 at 6%; with 100% employer match about $419,258 at 4% or $279,506 at 6%.
201813$3,295,942$96,544$32,181iApproximate average salary by contribution assumption: employee only about $804,533 at 4% or $536,356 at 6%; with 50% employer match about $536,356 at 4% or $357,570 at 6%; with 100% employer match about $402,267 at 4% or $268,178 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$3,295,942$96,544$32,181iApproximate average salary by contribution assumption: employee only about $804,533 at 4% or $536,356 at 6%; with 50% employer match about $536,356 at 4% or $357,570 at 6%; with 100% employer match about $402,267 at 4% or $268,178 at 6%.
201713$3,405,630$98,514$32,838iApproximate average salary by contribution assumption: employee only about $820,950 at 4% or $547,300 at 6%; with 50% employer match about $547,300 at 4% or $364,867 at 6%; with 100% employer match about $410,475 at 4% or $273,650 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$3,405,630$98,514$32,838iApproximate average salary by contribution assumption: employee only about $820,950 at 4% or $547,300 at 6%; with 50% employer match about $547,300 at 4% or $364,867 at 6%; with 100% employer match about $410,475 at 4% or $273,650 at 6%.
201613$2,653,526$91,234$30,411iApproximate average salary by contribution assumption: employee only about $760,283 at 4% or $506,856 at 6%; with 50% employer match about $506,856 at 4% or $337,904 at 6%; with 100% employer match about $380,142 at 4% or $253,428 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$2,653,526$91,234$30,411iApproximate average salary by contribution assumption: employee only about $760,283 at 4% or $506,856 at 6%; with 50% employer match about $506,856 at 4% or $337,904 at 6%; with 100% employer match about $380,142 at 4% or $253,428 at 6%.
201513$2,372,050$94,179$31,393iApproximate average salary by contribution assumption: employee only about $784,825 at 4% or $523,217 at 6%; with 50% employer match about $523,217 at 4% or $348,811 at 6%; with 100% employer match about $392,413 at 4% or $261,608 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$2,372,050$94,179$31,393iApproximate average salary by contribution assumption: employee only about $784,825 at 4% or $523,217 at 6%; with 50% employer match about $523,217 at 4% or $348,811 at 6%; with 100% employer match about $392,413 at 4% or $261,608 at 6%.
201415$2,278,775$91,100$18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-5$2,278,775$91,100$18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%.
201315$2,117,319$89,058$17,812iApproximate average salary by contribution assumption: employee only about $445,290 at 4% or $296,860 at 6%; with 50% employer match about $296,860 at 4% or $197,907 at 6%; with 100% employer match about $222,645 at 4% or $148,430 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-5$2,117,319$89,058$17,812iApproximate average salary by contribution assumption: employee only about $445,290 at 4% or $296,860 at 6%; with 50% employer match about $296,860 at 4% or $197,907 at 6%; with 100% employer match about $222,645 at 4% or $148,430 at 6%.
201215$1,620,637$89,242$17,848iApproximate average salary by contribution assumption: employee only about $446,210 at 4% or $297,473 at 6%; with 50% employer match about $297,473 at 4% or $198,316 at 6%; with 100% employer match about $223,105 at 4% or $148,737 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,620,637$89,242$17,848iApproximate average salary by contribution assumption: employee only about $446,210 at 4% or $297,473 at 6%; with 50% employer match about $297,473 at 4% or $198,316 at 6%; with 100% employer match about $223,105 at 4% or $148,737 at 6%.
201115$1,313,352$79,271$15,854iApproximate average salary by contribution assumption: employee only about $396,355 at 4% or $264,237 at 6%; with 50% employer match about $264,237 at 4% or $176,158 at 6%; with 100% employer match about $198,178 at 4% or $132,118 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,313,352$79,271$15,854iApproximate average salary by contribution assumption: employee only about $396,355 at 4% or $264,237 at 6%; with 50% employer match about $264,237 at 4% or $176,158 at 6%; with 100% employer match about $198,178 at 4% or $132,118 at 6%.
201014$1,294,016$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,294,016$85,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
200913$1,091,549$62,143$20,714iApproximate average salary by contribution assumption: employee only about $517,858 at 4% or $345,239 at 6%; with 50% employer match about $345,239 at 4% or $230,159 at 6%; with 100% employer match about $258,929 at 4% or $172,619 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$1,091,549$62,143$20,714iApproximate average salary by contribution assumption: employee only about $517,858 at 4% or $345,239 at 6%; with 50% employer match about $345,239 at 4% or $230,159 at 6%; with 100% employer match about $258,929 at 4% or $172,619 at 6%.
200812$763,184$58,600$29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-2$763,184$58,600$29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%.
200713$1,195,326$63,007$21,002iApproximate average salary by contribution assumption: employee only about $525,058 at 4% or $350,039 at 6%; with 50% employer match about $350,039 at 4% or $233,359 at 6%; with 100% employer match about $262,529 at 4% or $175,019 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$1,195,326$63,007$21,002iApproximate average salary by contribution assumption: employee only about $525,058 at 4% or $350,039 at 6%; with 50% employer match about $350,039 at 4% or $233,359 at 6%; with 100% employer match about $262,529 at 4% or $175,019 at 6%.
200613$1,047,371$55,617$18,539iApproximate average salary by contribution assumption: employee only about $463,475 at 4% or $308,983 at 6%; with 50% employer match about $308,983 at 4% or $205,989 at 6%; with 100% employer match about $231,738 at 4% or $154,492 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$1,047,371$55,617$18,539iApproximate average salary by contribution assumption: employee only about $463,475 at 4% or $308,983 at 6%; with 50% employer match about $308,983 at 4% or $205,989 at 6%; with 100% employer match about $231,738 at 4% or $154,492 at 6%.
200512$823,462$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-2$823,462$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
200412$688,530$49,048$24,524iApproximate average salary by contribution assumption: employee only about $613,100 at 4% or $408,733 at 6%; with 50% employer match about $408,733 at 4% or $272,489 at 6%; with 100% employer match about $306,550 at 4% or $204,367 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-2$688,530$49,048$24,524iApproximate average salary by contribution assumption: employee only about $613,100 at 4% or $408,733 at 6%; with 50% employer match about $408,733 at 4% or $272,489 at 6%; with 100% employer match about $306,550 at 4% or $204,367 at 6%.
200312$523,354$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-2$523,354$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200222$379,498$160,291$80,146iApproximate average salary by contribution assumption: employee only about $2,003,638 at 4% or $1,335,758 at 6%; with 50% employer match about $1,335,758 at 4% or $890,506 at 6%; with 100% employer match about $1,001,819 at 4% or $667,879 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-2$379,498$160,291$80,146iApproximate average salary by contribution assumption: employee only about $2,003,638 at 4% or $1,335,758 at 6%; with 50% employer match about $1,335,758 at 4% or $890,506 at 6%; with 100% employer match about $1,001,819 at 4% or $667,879 at 6%.
Professional Wealth Management Inc Employees Pension Plan-0---
200122$0$0-
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-2---
Professional Wealth Management Inc Employees Pension Plan-2---
200023$352,099$45,630$15,210iApproximate average salary by contribution assumption: employee only about $380,250 at 4% or $253,500 at 6%; with 50% employer match about $253,500 at 4% or $169,000 at 6%; with 100% employer match about $190,125 at 4% or $126,750 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$270,356$21,515$7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%.
Professional Wealth Management Inc Employees Pension Plan-3$81,743$24,115$8,038iApproximate average salary by contribution assumption: employee only about $200,958 at 4% or $133,972 at 6%; with 50% employer match about $133,972 at 4% or $89,315 at 6%; with 100% employer match about $100,479 at 4% or $66,986 at 6%.
199933$645,515$191,096$63,699iApproximate average salary by contribution assumption: employee only about $1,592,467 at 4% or $1,061,644 at 6%; with 50% employer match about $1,061,644 at 4% or $707,763 at 6%; with 100% employer match about $796,233 at 4% or $530,822 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$285,543$92,548$30,849iApproximate average salary by contribution assumption: employee only about $771,233 at 4% or $514,156 at 6%; with 50% employer match about $514,156 at 4% or $342,770 at 6%; with 100% employer match about $385,617 at 4% or $257,078 at 6%.
Professional Wealth Management Inc. 401(K) Profit Sharing Plan-3$285,543$92,548$30,849iApproximate average salary by contribution assumption: employee only about $771,233 at 4% or $514,156 at 6%; with 50% employer match about $514,156 at 4% or $342,770 at 6%; with 100% employer match about $385,617 at 4% or $257,078 at 6%.
Professional Wealth Management Inc Employees Pension Plan-3$74,429$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.