Civic Intelligence

Johnson Wealth Management LLC

Plan context: Johnson Wealth Management LLC 401(K) Plan

EIN 43-1972922 • Grand Forks, ND • 30 filings • 4 plans

214 N 4th StreetSuiter 123Grand Forks, ND 58203
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,235,066

2024 Contributions

$150,109

Historical Graphs

Total Assets Over Time

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

$3,278,185$1,639,093$0200620162024YearValue
$2,235,066Latest year 2024

Participants Over Time

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

320200620152024YearValue
3Latest 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
202413$2,235,066$150,109$50,036iApproximate average salary by contribution assumption: employee only about $1,250,908 at 4% or $833,939 at 6%; with 50% employer match about $833,939 at 4% or $555,959 at 6%; with 100% employer match about $625,454 at 4% or $416,969 at 6%.
Johnson Wealth Management LLC 401(K) Plan-3$2,235,066$150,109$50,036iApproximate average salary by contribution assumption: employee only about $1,250,908 at 4% or $833,939 at 6%; with 50% employer match about $833,939 at 4% or $555,959 at 6%; with 100% employer match about $625,454 at 4% or $416,969 at 6%.
202332$3,278,185$176,958$88,479iApproximate average salary by contribution assumption: employee only about $2,211,975 at 4% or $1,474,650 at 6%; with 50% employer match about $1,474,650 at 4% or $983,100 at 6%; with 100% employer match about $1,105,988 at 4% or $737,325 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$1,888,371$96,958$48,479iApproximate average salary by contribution assumption: employee only about $1,211,975 at 4% or $807,983 at 6%; with 50% employer match about $807,983 at 4% or $538,656 at 6%; with 100% employer match about $605,988 at 4% or $403,992 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$1,389,814$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
CREATED FROM JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$0$0-
202222$2,635,338$188,254$94,127iApproximate average salary by contribution assumption: employee only about $2,353,175 at 4% or $1,568,783 at 6%; with 50% employer match about $1,568,783 at 4% or $1,045,856 at 6%; with 100% employer match about $1,176,588 at 4% or $784,392 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$1,525,750$88,254$44,127iApproximate average salary by contribution assumption: employee only about $1,103,175 at 4% or $735,450 at 6%; with 50% employer match about $735,450 at 4% or $490,300 at 6%; with 100% employer match about $551,588 at 4% or $367,725 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$1,109,588$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202122$2,954,185$182,758$91,379iApproximate average salary by contribution assumption: employee only about $2,284,475 at 4% or $1,522,983 at 6%; with 50% employer match about $1,522,983 at 4% or $1,015,322 at 6%; with 100% employer match about $1,142,238 at 4% or $761,492 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$1,641,524$82,758$41,379iApproximate average salary by contribution assumption: employee only about $1,034,475 at 4% or $689,650 at 6%; with 50% employer match about $689,650 at 4% or $459,767 at 6%; with 100% employer match about $517,238 at 4% or $344,825 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$1,312,661$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202022$2,320,179$234,535$117,268iApproximate average salary by contribution assumption: employee only about $2,931,688 at 4% or $1,954,458 at 6%; with 50% employer match about $1,954,458 at 4% or $1,302,972 at 6%; with 100% employer match about $1,465,844 at 4% or $977,229 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$1,284,832$84,535$42,268iApproximate average salary by contribution assumption: employee only about $1,056,688 at 4% or $704,458 at 6%; with 50% employer match about $704,458 at 4% or $469,639 at 6%; with 100% employer match about $528,344 at 4% or $352,229 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$1,035,347$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201922$1,840,166$200,809$100,405iApproximate average salary by contribution assumption: employee only about $2,510,113 at 4% or $1,673,408 at 6%; with 50% employer match about $1,673,408 at 4% or $1,115,606 at 6%; with 100% employer match about $1,255,056 at 4% or $836,704 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$1,123,435$72,619$36,310iApproximate average salary by contribution assumption: employee only about $907,738 at 4% or $605,158 at 6%; with 50% employer match about $605,158 at 4% or $403,439 at 6%; with 100% employer match about $453,869 at 4% or $302,579 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$716,731$128,190$64,095iApproximate average salary by contribution assumption: employee only about $1,602,375 at 4% or $1,068,250 at 6%; with 50% employer match about $1,068,250 at 4% or $712,167 at 6%; with 100% employer match about $801,188 at 4% or $534,125 at 6%.
201822$1,340,214$170,946$85,473iApproximate average salary by contribution assumption: employee only about $2,136,825 at 4% or $1,424,550 at 6%; with 50% employer match about $1,424,550 at 4% or $949,700 at 6%; with 100% employer match about $1,068,413 at 4% or $712,275 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$845,555$70,946$35,473iApproximate average salary by contribution assumption: employee only about $886,825 at 4% or $591,217 at 6%; with 50% employer match about $591,217 at 4% or $394,144 at 6%; with 100% employer match about $443,413 at 4% or $295,608 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$494,659$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201722$1,292,023$133,787$66,894iApproximate average salary by contribution assumption: employee only about $1,672,338 at 4% or $1,114,892 at 6%; with 50% employer match about $1,114,892 at 4% or $743,261 at 6%; with 100% employer match about $836,169 at 4% or $557,446 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$861,801$66,421$33,211iApproximate average salary by contribution assumption: employee only about $830,263 at 4% or $553,508 at 6%; with 50% employer match about $553,508 at 4% or $369,006 at 6%; with 100% employer match about $415,131 at 4% or $276,754 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$430,222$67,366$33,683iApproximate average salary by contribution assumption: employee only about $842,075 at 4% or $561,383 at 6%; with 50% employer match about $561,383 at 4% or $374,256 at 6%; with 100% employer match about $421,038 at 4% or $280,692 at 6%.
201622$995,215$151,236$75,618iApproximate average salary by contribution assumption: employee only about $1,890,450 at 4% or $1,260,300 at 6%; with 50% employer match about $1,260,300 at 4% or $840,200 at 6%; with 100% employer match about $945,225 at 4% or $630,150 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$677,640$67,186$33,593iApproximate average salary by contribution assumption: employee only about $839,825 at 4% or $559,883 at 6%; with 50% employer match about $559,883 at 4% or $373,256 at 6%; with 100% employer match about $419,913 at 4% or $279,942 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$317,575$84,050$42,025iApproximate average salary by contribution assumption: employee only about $1,050,625 at 4% or $700,417 at 6%; with 50% employer match about $700,417 at 4% or $466,944 at 6%; with 100% employer match about $525,313 at 4% or $350,208 at 6%.
201522$746,061$176,232$88,116iApproximate average salary by contribution assumption: employee only about $2,202,900 at 4% or $1,468,600 at 6%; with 50% employer match about $1,468,600 at 4% or $979,067 at 6%; with 100% employer match about $1,101,450 at 4% or $734,300 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$537,638$66,120$33,060iApproximate average salary by contribution assumption: employee only about $826,500 at 4% or $551,000 at 6%; with 50% employer match about $551,000 at 4% or $367,333 at 6%; with 100% employer match about $413,250 at 4% or $275,500 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$208,423$110,112$55,056iApproximate average salary by contribution assumption: employee only about $1,376,400 at 4% or $917,600 at 6%; with 50% employer match about $917,600 at 4% or $611,733 at 6%; with 100% employer match about $688,200 at 4% or $458,800 at 6%.
201422$586,317$159,563$79,782iApproximate average salary by contribution assumption: employee only about $1,994,538 at 4% or $1,329,692 at 6%; with 50% employer match about $1,329,692 at 4% or $886,461 at 6%; with 100% employer match about $997,269 at 4% or $664,846 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$483,749$56,995$28,498iApproximate average salary by contribution assumption: employee only about $712,438 at 4% or $474,958 at 6%; with 50% employer match about $474,958 at 4% or $316,639 at 6%; with 100% employer match about $356,219 at 4% or $237,479 at 6%.
JOHNSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-2$102,568$102,568$51,284iApproximate average salary by contribution assumption: employee only about $1,282,100 at 4% or $854,733 at 6%; with 50% employer match about $854,733 at 4% or $569,822 at 6%; with 100% employer match about $641,050 at 4% or $427,367 at 6%.
201312$397,770$57,277$28,639iApproximate average salary by contribution assumption: employee only about $715,963 at 4% or $477,308 at 6%; with 50% employer match about $477,308 at 4% or $318,206 at 6%; with 100% employer match about $357,981 at 4% or $238,654 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$397,770$57,277$28,639iApproximate average salary by contribution assumption: employee only about $715,963 at 4% or $477,308 at 6%; with 50% employer match about $477,308 at 4% or $318,206 at 6%; with 100% employer match about $357,981 at 4% or $238,654 at 6%.
201212$274,171$48,725$24,363iApproximate average salary by contribution assumption: employee only about $609,063 at 4% or $406,042 at 6%; with 50% employer match about $406,042 at 4% or $270,694 at 6%; with 100% employer match about $304,531 at 4% or $203,021 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$274,171$48,725$24,363iApproximate average salary by contribution assumption: employee only about $609,063 at 4% or $406,042 at 6%; with 50% employer match about $406,042 at 4% or $270,694 at 6%; with 100% employer match about $304,531 at 4% or $203,021 at 6%.
201112$191,026$38,368$19,184iApproximate average salary by contribution assumption: employee only about $479,600 at 4% or $319,733 at 6%; with 50% employer match about $319,733 at 4% or $213,156 at 6%; with 100% employer match about $239,800 at 4% or $159,867 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$191,026$38,368$19,184iApproximate average salary by contribution assumption: employee only about $479,600 at 4% or $319,733 at 6%; with 50% employer match about $319,733 at 4% or $213,156 at 6%; with 100% employer match about $239,800 at 4% or $159,867 at 6%.
201012$159,752$29,843$14,922iApproximate average salary by contribution assumption: employee only about $373,038 at 4% or $248,692 at 6%; with 50% employer match about $248,692 at 4% or $165,794 at 6%; with 100% employer match about $186,519 at 4% or $124,346 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$159,752$29,843$14,922iApproximate average salary by contribution assumption: employee only about $373,038 at 4% or $248,692 at 6%; with 50% employer match about $248,692 at 4% or $165,794 at 6%; with 100% employer match about $186,519 at 4% or $124,346 at 6%.
200912$105,936$23,905$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$105,936$23,905$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
200812$57,514$30,011$15,006iApproximate average salary by contribution assumption: employee only about $375,138 at 4% or $250,092 at 6%; with 50% employer match about $250,092 at 4% or $166,728 at 6%; with 100% employer match about $187,569 at 4% or $125,046 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$57,514$30,011$15,006iApproximate average salary by contribution assumption: employee only about $375,138 at 4% or $250,092 at 6%; with 50% employer match about $250,092 at 4% or $166,728 at 6%; with 100% employer match about $187,569 at 4% or $125,046 at 6%.
200712$0$0-
Johnson Wealth Management LLC 401(K) Plan-2---
200612$22,145$20,979$10,490iApproximate average salary by contribution assumption: employee only about $262,238 at 4% or $174,825 at 6%; with 50% employer match about $174,825 at 4% or $116,550 at 6%; with 100% employer match about $131,119 at 4% or $87,413 at 6%.
Johnson Wealth Management LLC 401(K) Plan-2$22,145$20,979$10,490iApproximate average salary by contribution assumption: employee only about $262,238 at 4% or $174,825 at 6%; with 50% employer match about $174,825 at 4% or $116,550 at 6%; with 100% employer match about $131,119 at 4% or $87,413 at 6%.