Civic Intelligence

Aberdeen Wealth Management LLC

Plan context: Aberdeen Wealth Management LLC Profit Sharing Plan

EIN 36-4375200 • Lake Bluff, IL • 31 filings • 5 plans

515 Glen AvenueLake Bluff, IL 60044
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$13,571,176

2024 Contributions

$172,647

Historical Graphs

Total Assets Over Time

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

$13,571,176$6,785,588$0200220132024YearValue
$13,571,176Latest year 2024

Participants Over Time

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

530200020122024YearValue
4Latest 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
202414$13,571,176$172,647$43,162iApproximate average salary by contribution assumption: employee only about $1,079,044 at 4% or $719,363 at 6%; with 50% employer match about $719,363 at 4% or $479,575 at 6%; with 100% employer match about $539,522 at 4% or $359,681 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-4$13,571,176$172,647$43,162iApproximate average salary by contribution assumption: employee only about $1,079,044 at 4% or $719,363 at 6%; with 50% employer match about $719,363 at 4% or $479,575 at 6%; with 100% employer match about $539,522 at 4% or $359,681 at 6%.
202314$11,036,666$172,484$43,121iApproximate average salary by contribution assumption: employee only about $1,078,025 at 4% or $718,683 at 6%; with 50% employer match about $718,683 at 4% or $479,122 at 6%; with 100% employer match about $539,013 at 4% or $359,342 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-4$11,036,666$172,484$43,121iApproximate average salary by contribution assumption: employee only about $1,078,025 at 4% or $718,683 at 6%; with 50% employer match about $718,683 at 4% or $479,122 at 6%; with 100% employer match about $539,013 at 4% or $359,342 at 6%.
202210$8,582,776$173,017-
Aberdeen Wealth Management LLC Profit Sharing Plan--$8,582,776$173,017-
202114$10,903,982$161,075$40,269iApproximate average salary by contribution assumption: employee only about $1,006,719 at 4% or $671,146 at 6%; with 50% employer match about $671,146 at 4% or $447,431 at 6%; with 100% employer match about $503,359 at 4% or $335,573 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-4$10,903,982$161,075$40,269iApproximate average salary by contribution assumption: employee only about $1,006,719 at 4% or $671,146 at 6%; with 50% employer match about $671,146 at 4% or $447,431 at 6%; with 100% employer match about $503,359 at 4% or $335,573 at 6%.
202014$8,687,687$155,216$38,804iApproximate average salary by contribution assumption: employee only about $970,100 at 4% or $646,733 at 6%; with 50% employer match about $646,733 at 4% or $431,156 at 6%; with 100% employer match about $485,050 at 4% or $323,367 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-4$8,687,687$155,216$38,804iApproximate average salary by contribution assumption: employee only about $970,100 at 4% or $646,733 at 6%; with 50% employer match about $646,733 at 4% or $431,156 at 6%; with 100% employer match about $485,050 at 4% or $323,367 at 6%.
201914$7,055,576$0-
Aberdeen Wealth Management LLC Profit Sharing Plan-4$7,055,576--
201815$5,542,470$0-
Aberdeen Wealth Management LLC Profit Sharing Plan-5$5,542,470--
201715$5,777,519$0-
Aberdeen Wealth Management LLC Profit Sharing Plan-5$5,777,519--
201615$4,648,118$124,951$24,990iApproximate average salary by contribution assumption: employee only about $624,755 at 4% or $416,503 at 6%; with 50% employer match about $416,503 at 4% or $277,669 at 6%; with 100% employer match about $312,378 at 4% or $208,252 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$4,648,118$124,951$24,990iApproximate average salary by contribution assumption: employee only about $624,755 at 4% or $416,503 at 6%; with 50% employer match about $416,503 at 4% or $277,669 at 6%; with 100% employer match about $312,378 at 4% or $208,252 at 6%.
201515$2,757,031$126,000$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$2,757,031$126,000$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
201415$2,624,056$125,407$25,081iApproximate average salary by contribution assumption: employee only about $627,035 at 4% or $418,023 at 6%; with 50% employer match about $418,023 at 4% or $278,682 at 6%; with 100% employer match about $313,518 at 4% or $209,012 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$2,624,056$125,407$25,081iApproximate average salary by contribution assumption: employee only about $627,035 at 4% or $418,023 at 6%; with 50% employer match about $418,023 at 4% or $278,682 at 6%; with 100% employer match about $313,518 at 4% or $209,012 at 6%.
201315$2,411,258$117,383$23,477iApproximate average salary by contribution assumption: employee only about $586,915 at 4% or $391,277 at 6%; with 50% employer match about $391,277 at 4% or $260,851 at 6%; with 100% employer match about $293,458 at 4% or $195,638 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$2,411,258$117,383$23,477iApproximate average salary by contribution assumption: employee only about $586,915 at 4% or $391,277 at 6%; with 50% employer match about $391,277 at 4% or $260,851 at 6%; with 100% employer match about $293,458 at 4% or $195,638 at 6%.
201215$2,253,155$116,546$23,309iApproximate average salary by contribution assumption: employee only about $582,730 at 4% or $388,487 at 6%; with 50% employer match about $388,487 at 4% or $258,991 at 6%; with 100% employer match about $291,365 at 4% or $194,243 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$2,253,155$116,546$23,309iApproximate average salary by contribution assumption: employee only about $582,730 at 4% or $388,487 at 6%; with 50% employer match about $388,487 at 4% or $258,991 at 6%; with 100% employer match about $291,365 at 4% or $194,243 at 6%.
201115$1,966,431$116,557$23,311iApproximate average salary by contribution assumption: employee only about $582,785 at 4% or $388,523 at 6%; with 50% employer match about $388,523 at 4% or $259,016 at 6%; with 100% employer match about $291,393 at 4% or $194,262 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC PROFIT SHRING PLAN-5$1,966,431$116,557$23,311iApproximate average salary by contribution assumption: employee only about $582,785 at 4% or $388,523 at 6%; with 50% employer match about $388,523 at 4% or $259,016 at 6%; with 100% employer match about $291,393 at 4% or $194,262 at 6%.
201015$1,855,115$116,557$23,311iApproximate average salary by contribution assumption: employee only about $582,785 at 4% or $388,523 at 6%; with 50% employer match about $388,523 at 4% or $259,016 at 6%; with 100% employer match about $291,393 at 4% or $194,262 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC PROFIT SHRING PLAN-5$1,855,115$116,557$23,311iApproximate average salary by contribution assumption: employee only about $582,785 at 4% or $388,523 at 6%; with 50% employer match about $388,523 at 4% or $259,016 at 6%; with 100% employer match about $291,393 at 4% or $194,262 at 6%.
200915$1,551,145$115,356$23,071iApproximate average salary by contribution assumption: employee only about $576,780 at 4% or $384,520 at 6%; with 50% employer match about $384,520 at 4% or $256,347 at 6%; with 100% employer match about $288,390 at 4% or $192,260 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC PROFIT SHRING PLAN-5$1,551,145$115,356$23,071iApproximate average salary by contribution assumption: employee only about $576,780 at 4% or $384,520 at 6%; with 50% employer match about $384,520 at 4% or $256,347 at 6%; with 100% employer match about $288,390 at 4% or $192,260 at 6%.
200810$1,238,670$108,015-
ABERDEEN WEALTH MANAGEMENT LLC PROFIT SHARING PLAN-0$1,238,670$108,015-
200715$1,266,255$489,518$97,904iApproximate average salary by contribution assumption: employee only about $2,447,590 at 4% or $1,631,727 at 6%; with 50% employer match about $1,631,727 at 4% or $1,087,818 at 6%; with 100% employer match about $1,223,795 at 4% or $815,863 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC PROFIT SHARING PLAN-5$1,266,255$489,518$97,904iApproximate average salary by contribution assumption: employee only about $2,447,590 at 4% or $1,631,727 at 6%; with 50% employer match about $1,631,727 at 4% or $1,087,818 at 6%; with 100% employer match about $1,223,795 at 4% or $815,863 at 6%.
200625$1,266,255$750,682$150,136iApproximate average salary by contribution assumption: employee only about $3,753,410 at 4% or $2,502,273 at 6%; with 50% employer match about $2,502,273 at 4% or $1,668,182 at 6%; with 100% employer match about $1,876,705 at 4% or $1,251,137 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$1,266,255$489,518$97,904iApproximate average salary by contribution assumption: employee only about $2,447,590 at 4% or $1,631,727 at 6%; with 50% employer match about $1,631,727 at 4% or $1,087,818 at 6%; with 100% employer match about $1,223,795 at 4% or $815,863 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC MONEY PURCHASE PLAN-0-$261,164-
200525$447,642$88,940$17,788iApproximate average salary by contribution assumption: employee only about $444,700 at 4% or $296,467 at 6%; with 50% employer match about $296,467 at 4% or $197,644 at 6%; with 100% employer match about $222,350 at 4% or $148,233 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$265,590$53,364$10,673iApproximate average salary by contribution assumption: employee only about $266,820 at 4% or $177,880 at 6%; with 50% employer match about $177,880 at 4% or $118,587 at 6%; with 100% employer match about $133,410 at 4% or $88,940 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC MONEY PURCHASE PLAN-5$182,052$35,576$7,115iApproximate average salary by contribution assumption: employee only about $177,880 at 4% or $118,587 at 6%; with 50% employer match about $118,587 at 4% or $79,058 at 6%; with 100% employer match about $88,940 at 4% or $59,293 at 6%.
200424$333,733$88,713$22,178iApproximate average salary by contribution assumption: employee only about $554,456 at 4% or $369,638 at 6%; with 50% employer match about $369,638 at 4% or $246,425 at 6%; with 100% employer match about $277,228 at 4% or $184,819 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-4$199,797$53,228$13,307iApproximate average salary by contribution assumption: employee only about $332,675 at 4% or $221,783 at 6%; with 50% employer match about $221,783 at 4% or $147,856 at 6%; with 100% employer match about $166,338 at 4% or $110,892 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC MONEY PURCHASE PLAN-4$133,936$35,485$8,871iApproximate average salary by contribution assumption: employee only about $221,781 at 4% or $147,854 at 6%; with 50% employer match about $147,854 at 4% or $98,569 at 6%; with 100% employer match about $110,891 at 4% or $73,927 at 6%.
200325$220,090$86,565$17,313iApproximate average salary by contribution assumption: employee only about $432,825 at 4% or $288,550 at 6%; with 50% employer match about $288,550 at 4% or $192,367 at 6%; with 100% employer match about $216,413 at 4% or $144,275 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$132,058$51,939$10,388iApproximate average salary by contribution assumption: employee only about $259,695 at 4% or $173,130 at 6%; with 50% employer match about $173,130 at 4% or $115,420 at 6%; with 100% employer match about $129,847 at 4% or $86,565 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC MONEY PURCHASE PLAN-5$88,032$34,626$6,925iApproximate average salary by contribution assumption: employee only about $173,130 at 4% or $115,420 at 6%; with 50% employer match about $115,420 at 4% or $76,947 at 6%; with 100% employer match about $86,565 at 4% or $57,710 at 6%.
200225$129,660$86,245$17,249iApproximate average salary by contribution assumption: employee only about $431,225 at 4% or $287,483 at 6%; with 50% employer match about $287,483 at 4% or $191,656 at 6%; with 100% employer match about $215,613 at 4% or $143,742 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-5$77,796$51,747$10,349iApproximate average salary by contribution assumption: employee only about $258,735 at 4% or $172,490 at 6%; with 50% employer match about $172,490 at 4% or $114,993 at 6%; with 100% employer match about $129,368 at 4% or $86,245 at 6%.
ABERDEEN WEALTH MANAGEMENT LLC MONEY PURCHASE PLAN-5$51,864$34,498$6,900iApproximate average salary by contribution assumption: employee only about $172,490 at 4% or $114,993 at 6%; with 50% employer match about $114,993 at 4% or $76,662 at 6%; with 100% employer match about $86,245 at 4% or $57,497 at 6%.
200124$0$0-
Aberdeen Wealth Management LLC Profit Sharing Plan-4---
ABERDEEN WEALTH MANAGEMENT LLC MONEY PURCHASE PLAN-4---
200014$0$26,993$6,748iApproximate average salary by contribution assumption: employee only about $168,706 at 4% or $112,471 at 6%; with 50% employer match about $112,471 at 4% or $74,981 at 6%; with 100% employer match about $84,353 at 4% or $56,235 at 6%.
Aberdeen Wealth Management LLC Profit Sharing Plan-4-$26,993$6,748iApproximate average salary by contribution assumption: employee only about $168,706 at 4% or $112,471 at 6%; with 50% employer match about $112,471 at 4% or $74,981 at 6%; with 100% employer match about $84,353 at 4% or $56,235 at 6%.