Civic Intelligence

Global Wealth Management

Plan context: Global Wealth Management 401(K) Plan

EIN 45-2042362 • Fort Lauderdale, FL • 11 filings • 3 plans

1301 E Broward Blvd, Suite 200Fort Lauderdale, FL 33301
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$1,854,215

2024 Contributions

$349,064

Historical Graphs

Total Assets Over Time

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

$1,854,215$927,108$0201420192024YearValue
$1,854,215Latest year 2024

Participants Over Time

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

32160201420192024YearValue
32Latest 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
2024132$1,854,215$349,064$10,908iApproximate average salary by contribution assumption: employee only about $272,706 at 4% or $181,804 at 6%; with 50% employer match about $181,804 at 4% or $121,203 at 6%; with 100% employer match about $136,353 at 4% or $90,902 at 6%.
Global Wealth Management 401(K) Plan-32$1,854,215$349,064$10,908iApproximate average salary by contribution assumption: employee only about $272,706 at 4% or $181,804 at 6%; with 50% employer match about $181,804 at 4% or $121,203 at 6%; with 100% employer match about $136,353 at 4% or $90,902 at 6%.
2023128$1,314,250$307,814$10,993iApproximate average salary by contribution assumption: employee only about $274,834 at 4% or $183,223 at 6%; with 50% employer match about $183,223 at 4% or $122,148 at 6%; with 100% employer match about $137,417 at 4% or $91,611 at 6%.
Global Wealth Management 401(K) Plan-28$1,314,250$307,814$10,993iApproximate average salary by contribution assumption: employee only about $274,834 at 4% or $183,223 at 6%; with 50% employer match about $183,223 at 4% or $122,148 at 6%; with 100% employer match about $137,417 at 4% or $91,611 at 6%.
2022129$917,777$323,320$11,149iApproximate average salary by contribution assumption: employee only about $278,724 at 4% or $185,816 at 6%; with 50% employer match about $185,816 at 4% or $123,877 at 6%; with 100% employer match about $139,362 at 4% or $92,908 at 6%.
Global Wealth Management 401(K) Plan-29$917,777$323,320$11,149iApproximate average salary by contribution assumption: employee only about $278,724 at 4% or $185,816 at 6%; with 50% employer match about $185,816 at 4% or $123,877 at 6%; with 100% employer match about $139,362 at 4% or $92,908 at 6%.
2021124$764,689$149,091$6,212iApproximate average salary by contribution assumption: employee only about $155,303 at 4% or $103,535 at 6%; with 50% employer match about $103,535 at 4% or $69,024 at 6%; with 100% employer match about $77,652 at 4% or $51,768 at 6%.
Global Wealth Management 401(K) Plan-24$764,689$149,091$6,212iApproximate average salary by contribution assumption: employee only about $155,303 at 4% or $103,535 at 6%; with 50% employer match about $103,535 at 4% or $69,024 at 6%; with 100% employer match about $77,652 at 4% or $51,768 at 6%.
2020115$498,327$147,727$9,848iApproximate average salary by contribution assumption: employee only about $246,212 at 4% or $164,141 at 6%; with 50% employer match about $164,141 at 4% or $109,427 at 6%; with 100% employer match about $123,106 at 4% or $82,071 at 6%.
Global Wealth Management 401(K) Plan-15$498,327$147,727$9,848iApproximate average salary by contribution assumption: employee only about $246,212 at 4% or $164,141 at 6%; with 50% employer match about $164,141 at 4% or $109,427 at 6%; with 100% employer match about $123,106 at 4% or $82,071 at 6%.
2019118$396,423$132,949$7,386iApproximate average salary by contribution assumption: employee only about $184,651 at 4% or $123,101 at 6%; with 50% employer match about $123,101 at 4% or $82,067 at 6%; with 100% employer match about $92,326 at 4% or $61,550 at 6%.
Global Wealth Management 401(K) Plan-18$396,423$132,949$7,386iApproximate average salary by contribution assumption: employee only about $184,651 at 4% or $123,101 at 6%; with 50% employer match about $123,101 at 4% or $82,067 at 6%; with 100% employer match about $92,326 at 4% or $61,550 at 6%.
2018123$242,388$112,685$4,899iApproximate average salary by contribution assumption: employee only about $122,484 at 4% or $81,656 at 6%; with 50% employer match about $81,656 at 4% or $54,437 at 6%; with 100% employer match about $61,242 at 4% or $40,828 at 6%.
Global Wealth Management 401(K) Plan-23$242,388$112,685$4,899iApproximate average salary by contribution assumption: employee only about $122,484 at 4% or $81,656 at 6%; with 50% employer match about $81,656 at 4% or $54,437 at 6%; with 100% employer match about $61,242 at 4% or $40,828 at 6%.
2017119$159,955$103,961$5,472iApproximate average salary by contribution assumption: employee only about $136,791 at 4% or $91,194 at 6%; with 50% employer match about $91,194 at 4% or $60,796 at 6%; with 100% employer match about $68,395 at 4% or $45,597 at 6%.
Global Wealth Management 401(K) Plan-19$159,955$103,961$5,472iApproximate average salary by contribution assumption: employee only about $136,791 at 4% or $91,194 at 6%; with 50% employer match about $91,194 at 4% or $60,796 at 6%; with 100% employer match about $68,395 at 4% or $45,597 at 6%.
2016111$48,353$14,792$1,345iApproximate average salary by contribution assumption: employee only about $33,618 at 4% or $22,412 at 6%; with 50% employer match about $22,412 at 4% or $14,941 at 6%; with 100% employer match about $16,809 at 4% or $11,206 at 6%.
Global Wealth Management 401(K) Plan-11$48,353$14,792$1,345iApproximate average salary by contribution assumption: employee only about $33,618 at 4% or $22,412 at 6%; with 50% employer match about $22,412 at 4% or $14,941 at 6%; with 100% employer match about $16,809 at 4% or $11,206 at 6%.
201518$24,385$21,831$2,729iApproximate average salary by contribution assumption: employee only about $68,222 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,741 at 6%.
Global Wealth Management 401(K) Plan-8$24,385$21,831$2,729iApproximate average salary by contribution assumption: employee only about $68,222 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,741 at 6%.
201415$4,257$4,151$830iApproximate average salary by contribution assumption: employee only about $20,755 at 4% or $13,837 at 6%; with 50% employer match about $13,837 at 4% or $9,224 at 6%; with 100% employer match about $10,378 at 4% or $6,918 at 6%.
Global Wealth Management 401(K) Plan-5$4,257$4,151$830iApproximate average salary by contribution assumption: employee only about $20,755 at 4% or $13,837 at 6%; with 50% employer match about $13,837 at 4% or $9,224 at 6%; with 100% employer match about $10,378 at 4% or $6,918 at 6%.
Global Wealth Management | EIN 45-2042362 | 2024 Form 5500 Company Profile