Civic Intelligence

Partners Wealth Management Inc

Plan context: Partners Wealth Management Inc 401(K) Plan

EIN 36-4047126 • Naperville, IL • 23 filings • 4 plans

1700 Park StreetSuite 200Naperville, IL 60563
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,166,949

2024 Contributions

$235,593

Historical Graphs

Total Assets Over Time

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

$3,183,391$1,591,696$0200220142024YearValue
$3,166,949Latest year 2024

Participants Over Time

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

1260200220132024YearValue
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$3,166,949$235,593$19,633iApproximate average salary by contribution assumption: employee only about $490,819 at 4% or $327,213 at 6%; with 50% employer match about $327,213 at 4% or $218,142 at 6%; with 100% employer match about $245,409 at 4% or $163,606 at 6%.
Partners Wealth Management Inc 401(K) Plan-12$3,166,949$235,593$19,633iApproximate average salary by contribution assumption: employee only about $490,819 at 4% or $327,213 at 6%; with 50% employer match about $327,213 at 4% or $218,142 at 6%; with 100% employer match about $245,409 at 4% or $163,606 at 6%.
2023112$3,183,391$236,303$19,692iApproximate average salary by contribution assumption: employee only about $492,298 at 4% or $328,199 at 6%; with 50% employer match about $328,199 at 4% or $218,799 at 6%; with 100% employer match about $246,149 at 4% or $164,099 at 6%.
Partners Wealth Management Inc 401(K) Plan-12$3,183,391$236,303$19,692iApproximate average salary by contribution assumption: employee only about $492,298 at 4% or $328,199 at 6%; with 50% employer match about $328,199 at 4% or $218,799 at 6%; with 100% employer match about $246,149 at 4% or $164,099 at 6%.
2022112$2,539,931$205,938$17,162iApproximate average salary by contribution assumption: employee only about $429,038 at 4% or $286,025 at 6%; with 50% employer match about $286,025 at 4% or $190,683 at 6%; with 100% employer match about $214,519 at 4% or $143,013 at 6%.
Partners Wealth Management Inc 401(K) Plan-12$2,539,931$205,938$17,162iApproximate average salary by contribution assumption: employee only about $429,038 at 4% or $286,025 at 6%; with 50% employer match about $286,025 at 4% or $190,683 at 6%; with 100% employer match about $214,519 at 4% or $143,013 at 6%.
2021110$2,763,939$185,919$18,592iApproximate average salary by contribution assumption: employee only about $464,798 at 4% or $309,865 at 6%; with 50% employer match about $309,865 at 4% or $206,577 at 6%; with 100% employer match about $232,399 at 4% or $154,933 at 6%.
Partners Wealth Management Inc 401(K) Plan-10$2,763,939$185,919$18,592iApproximate average salary by contribution assumption: employee only about $464,798 at 4% or $309,865 at 6%; with 50% employer match about $309,865 at 4% or $206,577 at 6%; with 100% employer match about $232,399 at 4% or $154,933 at 6%.
2020110$2,185,030$168,210$16,821iApproximate average salary by contribution assumption: employee only about $420,525 at 4% or $280,350 at 6%; with 50% employer match about $280,350 at 4% or $186,900 at 6%; with 100% employer match about $210,263 at 4% or $140,175 at 6%.
Partners Wealth Management Inc 401(K) Plan-10$2,185,030$168,210$16,821iApproximate average salary by contribution assumption: employee only about $420,525 at 4% or $280,350 at 6%; with 50% employer match about $280,350 at 4% or $186,900 at 6%; with 100% employer match about $210,263 at 4% or $140,175 at 6%.
201919$1,750,749$214,968$23,885iApproximate average salary by contribution assumption: employee only about $597,133 at 4% or $398,089 at 6%; with 50% employer match about $398,089 at 4% or $265,393 at 6%; with 100% employer match about $298,567 at 4% or $199,044 at 6%.
Partners Wealth Management Inc 401(K) Plan-9$1,750,749$214,968$23,885iApproximate average salary by contribution assumption: employee only about $597,133 at 4% or $398,089 at 6%; with 50% employer match about $398,089 at 4% or $265,393 at 6%; with 100% employer match about $298,567 at 4% or $199,044 at 6%.
201819$1,294,060$112,179$12,464iApproximate average salary by contribution assumption: employee only about $311,608 at 4% or $207,739 at 6%; with 50% employer match about $207,739 at 4% or $138,493 at 6%; with 100% employer match about $155,804 at 4% or $103,869 at 6%.
Partners Wealth Management Inc 401(K) Plan-9$1,294,060$112,179$12,464iApproximate average salary by contribution assumption: employee only about $311,608 at 4% or $207,739 at 6%; with 50% employer match about $207,739 at 4% or $138,493 at 6%; with 100% employer match about $155,804 at 4% or $103,869 at 6%.
2017110$1,362,947$136,818$13,682iApproximate average salary by contribution assumption: employee only about $342,045 at 4% or $228,030 at 6%; with 50% employer match about $228,030 at 4% or $152,020 at 6%; with 100% employer match about $171,023 at 4% or $114,015 at 6%.
Partners Wealth Management Inc 401(K) Plan-10$1,362,947$136,818$13,682iApproximate average salary by contribution assumption: employee only about $342,045 at 4% or $228,030 at 6%; with 50% employer match about $228,030 at 4% or $152,020 at 6%; with 100% employer match about $171,023 at 4% or $114,015 at 6%.
2016110$1,027,148$142,767$14,277iApproximate average salary by contribution assumption: employee only about $356,918 at 4% or $237,945 at 6%; with 50% employer match about $237,945 at 4% or $158,630 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%.
Partners Wealth Management Inc 401(K) Plan-10$1,027,148$142,767$14,277iApproximate average salary by contribution assumption: employee only about $356,918 at 4% or $237,945 at 6%; with 50% employer match about $237,945 at 4% or $158,630 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%.
201519$1,136,299$102,563$11,396iApproximate average salary by contribution assumption: employee only about $284,897 at 4% or $189,931 at 6%; with 50% employer match about $189,931 at 4% or $126,621 at 6%; with 100% employer match about $142,449 at 4% or $94,966 at 6%.
Partners Wealth Management Inc 401(K) Plan-9$1,136,299$102,563$11,396iApproximate average salary by contribution assumption: employee only about $284,897 at 4% or $189,931 at 6%; with 50% employer match about $189,931 at 4% or $126,621 at 6%; with 100% employer match about $142,449 at 4% or $94,966 at 6%.
201414$1,055,142$69,610$17,403iApproximate average salary by contribution assumption: employee only about $435,063 at 4% or $290,042 at 6%; with 50% employer match about $290,042 at 4% or $193,361 at 6%; with 100% employer match about $217,531 at 4% or $145,021 at 6%.
Partners Wealth Management Inc 401(K) Plan-4$1,055,142$69,610$17,403iApproximate average salary by contribution assumption: employee only about $435,063 at 4% or $290,042 at 6%; with 50% employer match about $290,042 at 4% or $193,361 at 6%; with 100% employer match about $217,531 at 4% or $145,021 at 6%.
201316$997,823$74,727$12,455iApproximate average salary by contribution assumption: employee only about $311,363 at 4% or $207,575 at 6%; with 50% employer match about $207,575 at 4% or $138,383 at 6%; with 100% employer match about $155,681 at 4% or $103,788 at 6%.
Partners Wealth Management Inc 401(K) Plan-6$997,823$74,727$12,455iApproximate average salary by contribution assumption: employee only about $311,363 at 4% or $207,575 at 6%; with 50% employer match about $207,575 at 4% or $138,383 at 6%; with 100% employer match about $155,681 at 4% or $103,788 at 6%.
201217$807,142$119,450$17,064iApproximate average salary by contribution assumption: employee only about $426,607 at 4% or $284,405 at 6%; with 50% employer match about $284,405 at 4% or $189,603 at 6%; with 100% employer match about $213,304 at 4% or $142,202 at 6%.
Partners Wealth Management Inc 401(K) Plan-7$807,142$119,450$17,064iApproximate average salary by contribution assumption: employee only about $426,607 at 4% or $284,405 at 6%; with 50% employer match about $284,405 at 4% or $189,603 at 6%; with 100% employer match about $213,304 at 4% or $142,202 at 6%.
201114$598,660$63,825$15,956iApproximate average salary by contribution assumption: employee only about $398,906 at 4% or $265,938 at 6%; with 50% employer match about $265,938 at 4% or $177,292 at 6%; with 100% employer match about $199,453 at 4% or $132,969 at 6%.
Partners Wealth Management Inc 401(K) Plan-4$598,660$63,825$15,956iApproximate average salary by contribution assumption: employee only about $398,906 at 4% or $265,938 at 6%; with 50% employer match about $265,938 at 4% or $177,292 at 6%; with 100% employer match about $199,453 at 4% or $132,969 at 6%.
201015$892,010$93,852$18,770iApproximate average salary by contribution assumption: employee only about $469,260 at 4% or $312,840 at 6%; with 50% employer match about $312,840 at 4% or $208,560 at 6%; with 100% employer match about $234,630 at 4% or $156,420 at 6%.
Partners Wealth Management Inc 401(K) Plan-5$892,010$93,852$18,770iApproximate average salary by contribution assumption: employee only about $469,260 at 4% or $312,840 at 6%; with 50% employer match about $312,840 at 4% or $208,560 at 6%; with 100% employer match about $234,630 at 4% or $156,420 at 6%.
200918$715,341$89,450$11,181iApproximate average salary by contribution assumption: employee only about $279,531 at 4% or $186,354 at 6%; with 50% employer match about $186,354 at 4% or $124,236 at 6%; with 100% employer match about $139,766 at 4% or $93,177 at 6%.
Partners Wealth Management Inc 401(K) Plan-8$715,341$89,450$11,181iApproximate average salary by contribution assumption: employee only about $279,531 at 4% or $186,354 at 6%; with 50% employer match about $186,354 at 4% or $124,236 at 6%; with 100% employer match about $139,766 at 4% or $93,177 at 6%.
200817$476,723$96,014$13,716iApproximate average salary by contribution assumption: employee only about $342,907 at 4% or $228,605 at 6%; with 50% employer match about $228,605 at 4% or $152,403 at 6%; with 100% employer match about $171,454 at 4% or $114,302 at 6%.
Partners Wealth Management Inc 401(K) Plan-7$476,723$96,014$13,716iApproximate average salary by contribution assumption: employee only about $342,907 at 4% or $228,605 at 6%; with 50% employer match about $228,605 at 4% or $152,403 at 6%; with 100% employer match about $171,454 at 4% or $114,302 at 6%.
200715$0$0-
Partners Wealth Management Inc 401(K) Plan-5---
200614$564,994$48,916$12,229iApproximate average salary by contribution assumption: employee only about $305,725 at 4% or $203,817 at 6%; with 50% employer match about $203,817 at 4% or $135,878 at 6%; with 100% employer match about $152,863 at 4% or $101,908 at 6%.
Partners Wealth Management Inc 401(K) Plan-4$564,994$48,916$12,229iApproximate average salary by contribution assumption: employee only about $305,725 at 4% or $203,817 at 6%; with 50% employer match about $203,817 at 4% or $135,878 at 6%; with 100% employer match about $152,863 at 4% or $101,908 at 6%.
200513$496,039$43,744$14,581iApproximate average salary by contribution assumption: employee only about $364,533 at 4% or $243,022 at 6%; with 50% employer match about $243,022 at 4% or $162,015 at 6%; with 100% employer match about $182,267 at 4% or $121,511 at 6%.
Partners Wealth Management Inc 401(K) Plan-3$496,039$43,744$14,581iApproximate average salary by contribution assumption: employee only about $364,533 at 4% or $243,022 at 6%; with 50% employer match about $243,022 at 4% or $162,015 at 6%; with 100% employer match about $182,267 at 4% or $121,511 at 6%.
200415$415,338$158,079$31,616iApproximate average salary by contribution assumption: employee only about $790,395 at 4% or $526,930 at 6%; with 50% employer match about $526,930 at 4% or $351,287 at 6%; with 100% employer match about $395,198 at 4% or $263,465 at 6%.
Partners Wealth Management Inc 401(K) Plan-5$415,338$158,079$31,616iApproximate average salary by contribution assumption: employee only about $790,395 at 4% or $526,930 at 6%; with 50% employer match about $526,930 at 4% or $351,287 at 6%; with 100% employer match about $395,198 at 4% or $263,465 at 6%.
200315$219,228$56,265$11,253iApproximate average salary by contribution assumption: employee only about $281,325 at 4% or $187,550 at 6%; with 50% employer match about $187,550 at 4% or $125,033 at 6%; with 100% employer match about $140,663 at 4% or $93,775 at 6%.
Partners Wealth Management Inc 401(K) Plan-5$219,228$56,265$11,253iApproximate average salary by contribution assumption: employee only about $281,325 at 4% or $187,550 at 6%; with 50% employer match about $187,550 at 4% or $125,033 at 6%; with 100% employer match about $140,663 at 4% or $93,775 at 6%.
200214$120,491$129,872$32,468iApproximate average salary by contribution assumption: employee only about $811,700 at 4% or $541,133 at 6%; with 50% employer match about $541,133 at 4% or $360,756 at 6%; with 100% employer match about $405,850 at 4% or $270,567 at 6%.
Partners Wealth Management Inc 401(K) Plan-4$120,491$129,872$32,468iApproximate average salary by contribution assumption: employee only about $811,700 at 4% or $541,133 at 6%; with 50% employer match about $541,133 at 4% or $360,756 at 6%; with 100% employer match about $405,850 at 4% or $270,567 at 6%.