Civic Intelligence

Net Worth Management Inc.

Plan context: Net Worth Management Inc., Defined Benefit Plan

EIN 36-4000741 • Wilmette, IL • 27 filings • 7 plans

701 Forest AveWilmette, IL 60091-1715
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$119,473

2016 Contributions

$84,197

Historical Graphs

Total Assets Over Time

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

$1,555,471$777,736$0200020082015YearValue
$119,473Latest year 2015

Participants Over Time

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

210200020082015YearValue
2Latest year 2015

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
201610$0$0-
Net Worth Management Inc., Defined Benefit Plan-0---
201512$119,473$84,197$42,099iApproximate average salary by contribution assumption: employee only about $1,052,463 at 4% or $701,642 at 6%; with 50% employer match about $701,642 at 4% or $467,761 at 6%; with 100% employer match about $526,231 at 4% or $350,821 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$119,473$84,197$42,099iApproximate average salary by contribution assumption: employee only about $1,052,463 at 4% or $701,642 at 6%; with 50% employer match about $701,642 at 4% or $467,761 at 6%; with 100% employer match about $526,231 at 4% or $350,821 at 6%.
201412$1,102,086$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$1,102,086$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201322$988,817$244,200$122,100iApproximate average salary by contribution assumption: employee only about $3,052,500 at 4% or $2,035,000 at 6%; with 50% employer match about $2,035,000 at 4% or $1,356,667 at 6%; with 100% employer match about $1,526,250 at 4% or $1,017,500 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$988,817$44,200$22,100iApproximate average salary by contribution assumption: employee only about $552,500 at 4% or $368,333 at 6%; with 50% employer match about $368,333 at 4% or $245,556 at 6%; with 100% employer match about $276,250 at 4% or $184,167 at 6%.
Net Worth Management Inc., Defined Benefit Plan-0-$200,000-
201222$1,555,471$168,900$84,450iApproximate average salary by contribution assumption: employee only about $2,111,250 at 4% or $1,407,500 at 6%; with 50% employer match about $1,407,500 at 4% or $938,333 at 6%; with 100% employer match about $1,055,625 at 4% or $703,750 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$800,011$18,900$9,450iApproximate average salary by contribution assumption: employee only about $236,250 at 4% or $157,500 at 6%; with 50% employer match about $157,500 at 4% or $105,000 at 6%; with 100% employer match about $118,125 at 4% or $78,750 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$755,460$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201122$1,237,297$188,900$94,450iApproximate average salary by contribution assumption: employee only about $2,361,250 at 4% or $1,574,167 at 6%; with 50% employer match about $1,574,167 at 4% or $1,049,444 at 6%; with 100% employer match about $1,180,625 at 4% or $787,083 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$675,012$38,900$19,450iApproximate average salary by contribution assumption: employee only about $486,250 at 4% or $324,167 at 6%; with 50% employer match about $324,167 at 4% or $216,111 at 6%; with 100% employer match about $243,125 at 4% or $162,083 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$562,285$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201022$1,105,100$188,900$94,450iApproximate average salary by contribution assumption: employee only about $2,361,250 at 4% or $1,574,167 at 6%; with 50% employer match about $1,574,167 at 4% or $1,049,444 at 6%; with 100% employer match about $1,180,625 at 4% or $787,083 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$659,641$38,900$19,450iApproximate average salary by contribution assumption: employee only about $486,250 at 4% or $324,167 at 6%; with 50% employer match about $324,167 at 4% or $216,111 at 6%; with 100% employer match about $243,125 at 4% or $162,083 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$445,459$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200922$805,939$47,350$23,675iApproximate average salary by contribution assumption: employee only about $591,875 at 4% or $394,583 at 6%; with 50% employer match about $394,583 at 4% or $263,056 at 6%; with 100% employer match about $295,938 at 4% or $197,292 at 6%.
Net Worth Management Inc., 401(K) Plan-2$548,009$17,350$8,675iApproximate average salary by contribution assumption: employee only about $216,875 at 4% or $144,583 at 6%; with 50% employer match about $144,583 at 4% or $96,389 at 6%; with 100% employer match about $108,438 at 4% or $72,292 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$257,930$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200822$586,489$82,950$41,475iApproximate average salary by contribution assumption: employee only about $1,036,875 at 4% or $691,250 at 6%; with 50% employer match about $691,250 at 4% or $460,833 at 6%; with 100% employer match about $518,438 at 4% or $345,625 at 6%.
Net Worth Management Inc., 401(K) Plan-2$415,653$17,950$8,975iApproximate average salary by contribution assumption: employee only about $224,375 at 4% or $149,583 at 6%; with 50% employer match about $149,583 at 4% or $99,722 at 6%; with 100% employer match about $112,188 at 4% or $74,792 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$170,836$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200712$150,000$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$150,000$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200612$565,254$57,953$28,977iApproximate average salary by contribution assumption: employee only about $724,413 at 4% or $482,942 at 6%; with 50% employer match about $482,942 at 4% or $321,961 at 6%; with 100% employer match about $362,206 at 4% or $241,471 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$565,254$57,953$28,977iApproximate average salary by contribution assumption: employee only about $724,413 at 4% or $482,942 at 6%; with 50% employer match about $482,942 at 4% or $321,961 at 6%; with 100% employer match about $362,206 at 4% or $241,471 at 6%.
200522$433,989$54,856$27,428iApproximate average salary by contribution assumption: employee only about $685,700 at 4% or $457,133 at 6%; with 50% employer match about $457,133 at 4% or $304,756 at 6%; with 100% employer match about $342,850 at 4% or $228,567 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$433,989$54,856$27,428iApproximate average salary by contribution assumption: employee only about $685,700 at 4% or $457,133 at 6%; with 50% employer match about $457,133 at 4% or $304,756 at 6%; with 100% employer match about $342,850 at 4% or $228,567 at 6%.
Net Worth Management Inc., 401(K) Plan-0---
200422$354,502$308,631$154,316iApproximate average salary by contribution assumption: employee only about $3,857,888 at 4% or $2,571,925 at 6%; with 50% employer match about $2,571,925 at 4% or $1,714,617 at 6%; with 100% employer match about $1,928,944 at 4% or $1,285,963 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$354,468$308,631$154,316iApproximate average salary by contribution assumption: employee only about $3,857,888 at 4% or $2,571,925 at 6%; with 50% employer match about $2,571,925 at 4% or $1,714,617 at 6%; with 100% employer match about $1,928,944 at 4% or $1,285,963 at 6%.
Net Worth Management Inc., 401(K) Plan-1$34--
200322$312,591$94,800$47,400iApproximate average salary by contribution assumption: employee only about $1,185,000 at 4% or $790,000 at 6%; with 50% employer match about $790,000 at 4% or $526,667 at 6%; with 100% employer match about $592,500 at 4% or $395,000 at 6%.
Net Worth Management Inc., 401(K) Plan-2$273,146$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$39,445$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
200222$185,667$108,600$54,300iApproximate average salary by contribution assumption: employee only about $1,357,500 at 4% or $905,000 at 6%; with 50% employer match about $905,000 at 4% or $603,333 at 6%; with 100% employer match about $678,750 at 4% or $452,500 at 6%.
Net Worth Management Inc., 401(K) Plan-2$170,083$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Net Worth Management Inc., Defined Benefit Plan-2$15,584$16,600$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
200112$97,621$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Net Worth Management Inc., 401(K) Plan-2$97,621$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
200012$50,469$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Net Worth Management Inc., 401(K) Plan-2$50,469$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Net Worth Management Inc. | EIN 36-4000741 | 2016 Form 5500 Company Profile