Civic Intelligence

PRIVATE WEALTH MANAGMENT, LLC

Plan context: PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 37-1494090 • St Louis, MO • 15 filings • 2 plans

12935 N Outer 40, Ste 105St Louis, MO 63141
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,301,710

2025 Contributions

$95,587

Historical Graphs

Total Assets Over Time

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

$2,301,710$1,150,855$0201120182024YearValue
$2,301,710Latest year 2024

Participants Over Time

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

1370201120182024YearValue
13Latest 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
202510$0$95,587-
PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN-0$0$95,587-
2024113$2,301,710$205,452$15,804iApproximate average salary by contribution assumption: employee only about $395,100 at 4% or $263,400 at 6%; with 50% employer match about $263,400 at 4% or $175,600 at 6%; with 100% employer match about $197,550 at 4% or $131,700 at 6%.
PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN-13$2,301,710$205,452$15,804iApproximate average salary by contribution assumption: employee only about $395,100 at 4% or $263,400 at 6%; with 50% employer match about $263,400 at 4% or $175,600 at 6%; with 100% employer match about $197,550 at 4% or $131,700 at 6%.
2023112$1,704,028$236,785$19,732iApproximate average salary by contribution assumption: employee only about $493,302 at 4% or $328,868 at 6%; with 50% employer match about $328,868 at 4% or $219,245 at 6%; with 100% employer match about $246,651 at 4% or $164,434 at 6%.
PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN-12$1,704,028$236,785$19,732iApproximate average salary by contribution assumption: employee only about $493,302 at 4% or $328,868 at 6%; with 50% employer match about $328,868 at 4% or $219,245 at 6%; with 100% employer match about $246,651 at 4% or $164,434 at 6%.
202217$1,238,412$118,364$16,909iApproximate average salary by contribution assumption: employee only about $422,729 at 4% or $281,819 at 6%; with 50% employer match about $281,819 at 4% or $187,879 at 6%; with 100% employer match about $211,364 at 4% or $140,910 at 6%.
PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN-7$1,238,412$118,364$16,909iApproximate average salary by contribution assumption: employee only about $422,729 at 4% or $281,819 at 6%; with 50% employer match about $281,819 at 4% or $187,879 at 6%; with 100% employer match about $211,364 at 4% or $140,910 at 6%.
202116$1,458,636$106,803$17,801iApproximate average salary by contribution assumption: employee only about $445,013 at 4% or $296,675 at 6%; with 50% employer match about $296,675 at 4% or $197,783 at 6%; with 100% employer match about $222,506 at 4% or $148,338 at 6%.
PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN-6$1,458,636$106,803$17,801iApproximate average salary by contribution assumption: employee only about $445,013 at 4% or $296,675 at 6%; with 50% employer match about $296,675 at 4% or $197,783 at 6%; with 100% employer match about $222,506 at 4% or $148,338 at 6%.
202018$1,196,980$117,006$14,626iApproximate average salary by contribution assumption: employee only about $365,644 at 4% or $243,763 at 6%; with 50% employer match about $243,763 at 4% or $162,508 at 6%; with 100% employer match about $182,822 at 4% or $121,881 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-8$1,196,980$117,006$14,626iApproximate average salary by contribution assumption: employee only about $365,644 at 4% or $243,763 at 6%; with 50% employer match about $243,763 at 4% or $162,508 at 6%; with 100% employer match about $182,822 at 4% or $121,881 at 6%.
201916$852,569$70,696$11,783iApproximate average salary by contribution assumption: employee only about $294,567 at 4% or $196,378 at 6%; with 50% employer match about $196,378 at 4% or $130,919 at 6%; with 100% employer match about $147,283 at 4% or $98,189 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-6$852,569$70,696$11,783iApproximate average salary by contribution assumption: employee only about $294,567 at 4% or $196,378 at 6%; with 50% employer match about $196,378 at 4% or $130,919 at 6%; with 100% employer match about $147,283 at 4% or $98,189 at 6%.
201817$641,013$87,214$12,459iApproximate average salary by contribution assumption: employee only about $311,479 at 4% or $207,652 at 6%; with 50% employer match about $207,652 at 4% or $138,435 at 6%; with 100% employer match about $155,739 at 4% or $103,826 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-7$641,013$87,214$12,459iApproximate average salary by contribution assumption: employee only about $311,479 at 4% or $207,652 at 6%; with 50% employer match about $207,652 at 4% or $138,435 at 6%; with 100% employer match about $155,739 at 4% or $103,826 at 6%.
201717$648,982$44,308$6,330iApproximate average salary by contribution assumption: employee only about $158,243 at 4% or $105,495 at 6%; with 50% employer match about $105,495 at 4% or $70,330 at 6%; with 100% employer match about $79,121 at 4% or $52,748 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-7$648,982$44,308$6,330iApproximate average salary by contribution assumption: employee only about $158,243 at 4% or $105,495 at 6%; with 50% employer match about $105,495 at 4% or $70,330 at 6%; with 100% employer match about $79,121 at 4% or $52,748 at 6%.
201616$515,173$70,908$11,818iApproximate average salary by contribution assumption: employee only about $295,450 at 4% or $196,967 at 6%; with 50% employer match about $196,967 at 4% or $131,311 at 6%; with 100% employer match about $147,725 at 4% or $98,483 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-6$515,173$70,908$11,818iApproximate average salary by contribution assumption: employee only about $295,450 at 4% or $196,967 at 6%; with 50% employer match about $196,967 at 4% or $131,311 at 6%; with 100% employer match about $147,725 at 4% or $98,483 at 6%.
201517$421,004$48,110$6,873iApproximate average salary by contribution assumption: employee only about $171,821 at 4% or $114,548 at 6%; with 50% employer match about $114,548 at 4% or $76,365 at 6%; with 100% employer match about $85,911 at 4% or $57,274 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-7$421,004$48,110$6,873iApproximate average salary by contribution assumption: employee only about $171,821 at 4% or $114,548 at 6%; with 50% employer match about $114,548 at 4% or $76,365 at 6%; with 100% employer match about $85,911 at 4% or $57,274 at 6%.
201416$384,901$101,706$16,951iApproximate average salary by contribution assumption: employee only about $423,775 at 4% or $282,517 at 6%; with 50% employer match about $282,517 at 4% or $188,344 at 6%; with 100% employer match about $211,888 at 4% or $141,258 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-6$384,901$101,706$16,951iApproximate average salary by contribution assumption: employee only about $423,775 at 4% or $282,517 at 6%; with 50% employer match about $282,517 at 4% or $188,344 at 6%; with 100% employer match about $211,888 at 4% or $141,258 at 6%.
201314$264,854$42,769$10,692iApproximate average salary by contribution assumption: employee only about $267,306 at 4% or $178,204 at 6%; with 50% employer match about $178,204 at 4% or $118,803 at 6%; with 100% employer match about $133,653 at 4% or $89,102 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-4$264,854$42,769$10,692iApproximate average salary by contribution assumption: employee only about $267,306 at 4% or $178,204 at 6%; with 50% employer match about $178,204 at 4% or $118,803 at 6%; with 100% employer match about $133,653 at 4% or $89,102 at 6%.
201214$189,770$72,931$18,233iApproximate average salary by contribution assumption: employee only about $455,819 at 4% or $303,879 at 6%; with 50% employer match about $303,879 at 4% or $202,586 at 6%; with 100% employer match about $227,909 at 4% or $151,940 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-4$189,770$72,931$18,233iApproximate average salary by contribution assumption: employee only about $455,819 at 4% or $303,879 at 6%; with 50% employer match about $303,879 at 4% or $202,586 at 6%; with 100% employer match about $227,909 at 4% or $151,940 at 6%.
201114$99,512$110,121$27,530iApproximate average salary by contribution assumption: employee only about $688,256 at 4% or $458,838 at 6%; with 50% employer match about $458,838 at 4% or $305,892 at 6%; with 100% employer match about $344,128 at 4% or $229,419 at 6%.
PRIVATE WEALTH MANAGMENT, LLC 401K PLAN-4$99,512$110,121$27,530iApproximate average salary by contribution assumption: employee only about $688,256 at 4% or $458,838 at 6%; with 50% employer match about $458,838 at 4% or $305,892 at 6%; with 100% employer match about $344,128 at 4% or $229,419 at 6%.
PRIVATE WEALTH MANAGMENT, LLC | EIN 37-1494090 | 2025 Form 5500 Company Profile