Civic Intelligence

Lmk Wealth Management LLC

Plan context: Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust

EIN 42-1715728 • Jupiter, FL • 14 filings • 2 plans

1001 N US 1 Suite 101Jupiter, FL 33477
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$76,054

2023 Contributions

$56,972

Historical Graphs

Total Assets Over Time

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

$1,291,190$645,595$0201020172023YearValue
$76,054Latest year 2023

Participants Over Time

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

420201020162023YearValue
1Latest year 2023

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
202311$76,054$56,972$56,972iApproximate average salary by contribution assumption: employee only about $1,424,300 at 4% or $949,533 at 6%; with 50% employer match about $949,533 at 4% or $633,022 at 6%; with 100% employer match about $712,150 at 4% or $474,767 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-1$76,054$56,972$56,972iApproximate average salary by contribution assumption: employee only about $1,424,300 at 4% or $949,533 at 6%; with 50% employer match about $949,533 at 4% or $633,022 at 6%; with 100% employer match about $712,150 at 4% or $474,767 at 6%.
202210$1,161,838$90,069-
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-0$1,161,838$90,069-
202114$1,291,190$94,224$23,556iApproximate average salary by contribution assumption: employee only about $588,900 at 4% or $392,600 at 6%; with 50% employer match about $392,600 at 4% or $261,733 at 6%; with 100% employer match about $294,450 at 4% or $196,300 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$1,291,190$94,224$23,556iApproximate average salary by contribution assumption: employee only about $588,900 at 4% or $392,600 at 6%; with 50% employer match about $392,600 at 4% or $261,733 at 6%; with 100% employer match about $294,450 at 4% or $196,300 at 6%.
202014$1,072,500$75,689$18,922iApproximate average salary by contribution assumption: employee only about $473,056 at 4% or $315,371 at 6%; with 50% employer match about $315,371 at 4% or $210,247 at 6%; with 100% employer match about $236,528 at 4% or $157,685 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$1,072,500$75,689$18,922iApproximate average salary by contribution assumption: employee only about $473,056 at 4% or $315,371 at 6%; with 50% employer match about $315,371 at 4% or $210,247 at 6%; with 100% employer match about $236,528 at 4% or $157,685 at 6%.
201914$900,134$72,697$18,174iApproximate average salary by contribution assumption: employee only about $454,356 at 4% or $302,904 at 6%; with 50% employer match about $302,904 at 4% or $201,936 at 6%; with 100% employer match about $227,178 at 4% or $151,452 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$900,134$72,697$18,174iApproximate average salary by contribution assumption: employee only about $454,356 at 4% or $302,904 at 6%; with 50% employer match about $302,904 at 4% or $201,936 at 6%; with 100% employer match about $227,178 at 4% or $151,452 at 6%.
201814$684,410$74,048$18,512iApproximate average salary by contribution assumption: employee only about $462,800 at 4% or $308,533 at 6%; with 50% employer match about $308,533 at 4% or $205,689 at 6%; with 100% employer match about $231,400 at 4% or $154,267 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$684,410$74,048$18,512iApproximate average salary by contribution assumption: employee only about $462,800 at 4% or $308,533 at 6%; with 50% employer match about $308,533 at 4% or $205,689 at 6%; with 100% employer match about $231,400 at 4% or $154,267 at 6%.
201714$631,084$71,799$17,950iApproximate average salary by contribution assumption: employee only about $448,744 at 4% or $299,163 at 6%; with 50% employer match about $299,163 at 4% or $199,442 at 6%; with 100% employer match about $224,372 at 4% or $149,581 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$631,084$71,799$17,950iApproximate average salary by contribution assumption: employee only about $448,744 at 4% or $299,163 at 6%; with 50% employer match about $299,163 at 4% or $199,442 at 6%; with 100% employer match about $224,372 at 4% or $149,581 at 6%.
201614$488,520$70,799$17,700iApproximate average salary by contribution assumption: employee only about $442,494 at 4% or $294,996 at 6%; with 50% employer match about $294,996 at 4% or $196,664 at 6%; with 100% employer match about $221,247 at 4% or $147,498 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$488,520$70,799$17,700iApproximate average salary by contribution assumption: employee only about $442,494 at 4% or $294,996 at 6%; with 50% employer match about $294,996 at 4% or $196,664 at 6%; with 100% employer match about $221,247 at 4% or $147,498 at 6%.
201514$407,210$63,972$15,993iApproximate average salary by contribution assumption: employee only about $399,825 at 4% or $266,550 at 6%; with 50% employer match about $266,550 at 4% or $177,700 at 6%; with 100% employer match about $199,913 at 4% or $133,275 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$407,210$63,972$15,993iApproximate average salary by contribution assumption: employee only about $399,825 at 4% or $266,550 at 6%; with 50% employer match about $266,550 at 4% or $177,700 at 6%; with 100% employer match about $199,913 at 4% or $133,275 at 6%.
201414$348,872$58,769$14,692iApproximate average salary by contribution assumption: employee only about $367,306 at 4% or $244,871 at 6%; with 50% employer match about $244,871 at 4% or $163,247 at 6%; with 100% employer match about $183,653 at 4% or $122,435 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$348,872$58,769$14,692iApproximate average salary by contribution assumption: employee only about $367,306 at 4% or $244,871 at 6%; with 50% employer match about $244,871 at 4% or $163,247 at 6%; with 100% employer match about $183,653 at 4% or $122,435 at 6%.
201314$272,396$62,156$15,539iApproximate average salary by contribution assumption: employee only about $388,475 at 4% or $258,983 at 6%; with 50% employer match about $258,983 at 4% or $172,656 at 6%; with 100% employer match about $194,238 at 4% or $129,492 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$272,396$62,156$15,539iApproximate average salary by contribution assumption: employee only about $388,475 at 4% or $258,983 at 6%; with 50% employer match about $258,983 at 4% or $172,656 at 6%; with 100% employer match about $194,238 at 4% or $129,492 at 6%.
201214$165,613$66,520$16,630iApproximate average salary by contribution assumption: employee only about $415,750 at 4% or $277,167 at 6%; with 50% employer match about $277,167 at 4% or $184,778 at 6%; with 100% employer match about $207,875 at 4% or $138,583 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-4$165,613$66,520$16,630iApproximate average salary by contribution assumption: employee only about $415,750 at 4% or $277,167 at 6%; with 50% employer match about $277,167 at 4% or $184,778 at 6%; with 100% employer match about $207,875 at 4% or $138,583 at 6%.
201113$86,094$53,477$17,826iApproximate average salary by contribution assumption: employee only about $445,642 at 4% or $297,094 at 6%; with 50% employer match about $297,094 at 4% or $198,063 at 6%; with 100% employer match about $222,821 at 4% or $148,547 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-3$86,094$53,477$17,826iApproximate average salary by contribution assumption: employee only about $445,642 at 4% or $297,094 at 6%; with 50% employer match about $297,094 at 4% or $198,063 at 6%; with 100% employer match about $222,821 at 4% or $148,547 at 6%.
201013$36,767$35,954$11,985iApproximate average salary by contribution assumption: employee only about $299,617 at 4% or $199,744 at 6%; with 50% employer match about $199,744 at 4% or $133,163 at 6%; with 100% employer match about $149,808 at 4% or $99,872 at 6%.
Lmk Wealth Management LLC 401 K Profit Sharing Plan Trust-3$36,767$35,954$11,985iApproximate average salary by contribution assumption: employee only about $299,617 at 4% or $199,744 at 6%; with 50% employer match about $199,744 at 4% or $133,163 at 6%; with 100% employer match about $149,808 at 4% or $99,872 at 6%.