Convergent Wealth Advisors
Plan context: Convergent Wealth Advisors 401(K) Plan
EIN 41-2234477 • Rockville, MD • 5 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
88
2011 Assets
$5,193,733
2011 Contributions
$735,426
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $735,426 | - |
| Convergent Wealth Advisors 401(K) Plan | - | 0 | - | $735,426 | - |
| 2010 | 1 | 88 | $5,193,733 | $919,294 | $10,447iApproximate average salary by contribution assumption: employee only about $261,163 at 4% or $174,109 at 6%; with 50% employer match about $174,109 at 4% or $116,072 at 6%; with 100% employer match about $130,582 at 4% or $87,054 at 6%. |
| Convergent Wealth Advisors 401(K) Plan | - | 88 | $5,193,733 | $919,294 | $10,447iApproximate average salary by contribution assumption: employee only about $261,163 at 4% or $174,109 at 6%; with 50% employer match about $174,109 at 4% or $116,072 at 6%; with 100% employer match about $130,582 at 4% or $87,054 at 6%. |
| 2009 | 1 | 90 | $4,759,479 | $1,080,576 | $12,006iApproximate average salary by contribution assumption: employee only about $300,160 at 4% or $200,107 at 6%; with 50% employer match about $200,107 at 4% or $133,404 at 6%; with 100% employer match about $150,080 at 4% or $100,053 at 6%. |
| Convergent Wealth Advisors 401(K) Plan | - | 90 | $4,759,479 | $1,080,576 | $12,006iApproximate average salary by contribution assumption: employee only about $300,160 at 4% or $200,107 at 6%; with 50% employer match about $200,107 at 4% or $133,404 at 6%; with 100% employer match about $150,080 at 4% or $100,053 at 6%. |
| 2008 | 1 | 92 | $2,778,327 | $838,197 | $9,111iApproximate average salary by contribution assumption: employee only about $227,771 at 4% or $151,847 at 6%; with 50% employer match about $151,847 at 4% or $101,232 at 6%; with 100% employer match about $113,885 at 4% or $75,924 at 6%. |
| Convergent Wealth Advisors 401(K) Plan | - | 92 | $2,778,327 | $838,197 | $9,111iApproximate average salary by contribution assumption: employee only about $227,771 at 4% or $151,847 at 6%; with 50% employer match about $151,847 at 4% or $101,232 at 6%; with 100% employer match about $113,885 at 4% or $75,924 at 6%. |
| 2007 | 1 | 82 | $0 | $0 | - |
| Convergent Wealth Advisors 401(K) Plan | - | 82 | - | - | - |