Civic Intelligence

Lifestage Wealth Management

Plan context: Lifestage Wealth Management Retirement Trust Retirement Trust

EIN 41-1830670 • St. Paul, MN • 10 filings • 3 plans

15010 Glazier Avenue Suite 204St. Paul, MN 55124
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$596,697

2019 Contributions

$207,195

Historical Graphs

Total Assets Over Time

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

$596,697$298,349$0201020152019YearValue
$596,697Latest year 2019

Participants Over Time

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

420201020152019YearValue
1Latest year 2019

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
201911$596,697$207,195$207,195iApproximate average salary by contribution assumption: employee only about $5,179,875 at 4% or $3,453,250 at 6%; with 50% employer match about $3,453,250 at 4% or $2,302,167 at 6%; with 100% employer match about $2,589,938 at 4% or $1,726,625 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-1$596,697$207,195$207,195iApproximate average salary by contribution assumption: employee only about $5,179,875 at 4% or $3,453,250 at 6%; with 50% employer match about $3,453,250 at 4% or $2,302,167 at 6%; with 100% employer match about $2,589,938 at 4% or $1,726,625 at 6%.
201811$390,061$64,015$64,015iApproximate average salary by contribution assumption: employee only about $1,600,375 at 4% or $1,066,917 at 6%; with 50% employer match about $1,066,917 at 4% or $711,278 at 6%; with 100% employer match about $800,188 at 4% or $533,458 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-1$390,061$64,015$64,015iApproximate average salary by contribution assumption: employee only about $1,600,375 at 4% or $1,066,917 at 6%; with 50% employer match about $1,066,917 at 4% or $711,278 at 6%; with 100% employer match about $800,188 at 4% or $533,458 at 6%.
201711$406,686$45,500$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-1$406,686$45,500$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
201611$336,721$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-1$336,721$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
201511$262,099$45,750$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-1$262,099$45,750$45,750iApproximate average salary by contribution assumption: employee only about $1,143,750 at 4% or $762,500 at 6%; with 50% employer match about $762,500 at 4% or $508,333 at 6%; with 100% employer match about $571,875 at 4% or $381,250 at 6%.
201411$227,324$57,406$57,406iApproximate average salary by contribution assumption: employee only about $1,435,150 at 4% or $956,767 at 6%; with 50% employer match about $956,767 at 4% or $637,844 at 6%; with 100% employer match about $717,575 at 4% or $478,383 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-1$227,324$57,406$57,406iApproximate average salary by contribution assumption: employee only about $1,435,150 at 4% or $956,767 at 6%; with 50% employer match about $956,767 at 4% or $637,844 at 6%; with 100% employer match about $717,575 at 4% or $478,383 at 6%.
201314$416,358$88,510$22,128iApproximate average salary by contribution assumption: employee only about $553,188 at 4% or $368,792 at 6%; with 50% employer match about $368,792 at 4% or $245,861 at 6%; with 100% employer match about $276,594 at 4% or $184,396 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-4$416,358$88,510$22,128iApproximate average salary by contribution assumption: employee only about $553,188 at 4% or $368,792 at 6%; with 50% employer match about $368,792 at 4% or $245,861 at 6%; with 100% employer match about $276,594 at 4% or $184,396 at 6%.
201214$347,593$113,124$28,281iApproximate average salary by contribution assumption: employee only about $707,025 at 4% or $471,350 at 6%; with 50% employer match about $471,350 at 4% or $314,233 at 6%; with 100% employer match about $353,513 at 4% or $235,675 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-4$347,593$113,124$28,281iApproximate average salary by contribution assumption: employee only about $707,025 at 4% or $471,350 at 6%; with 50% employer match about $471,350 at 4% or $314,233 at 6%; with 100% employer match about $353,513 at 4% or $235,675 at 6%.
201114$227,487$117,234$29,309iApproximate average salary by contribution assumption: employee only about $732,713 at 4% or $488,475 at 6%; with 50% employer match about $488,475 at 4% or $325,650 at 6%; with 100% employer match about $366,356 at 4% or $244,238 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-4$227,487$117,234$29,309iApproximate average salary by contribution assumption: employee only about $732,713 at 4% or $488,475 at 6%; with 50% employer match about $488,475 at 4% or $325,650 at 6%; with 100% employer match about $366,356 at 4% or $244,238 at 6%.
201014$115,815$108,368$27,092iApproximate average salary by contribution assumption: employee only about $677,300 at 4% or $451,533 at 6%; with 50% employer match about $451,533 at 4% or $301,022 at 6%; with 100% employer match about $338,650 at 4% or $225,767 at 6%.
Lifestage Wealth Management Retirement Trust Retirement Trust-4$115,815$108,368$27,092iApproximate average salary by contribution assumption: employee only about $677,300 at 4% or $451,533 at 6%; with 50% employer match about $451,533 at 4% or $301,022 at 6%; with 100% employer match about $338,650 at 4% or $225,767 at 6%.