Civic Intelligence

Creative Wealth Advisors LLC

Plan context: Creative Wealth Advisors LLC Roth 401(K) Plan

EIN 45-3559919 • Newton, MA • 6 filings • 1 plans

One Gateway Center, Ste. 350Newton, MA 02458
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$80,946

2019 Contributions

$1,740

Historical Graphs

Total Assets Over Time

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

$269,377$134,689$0201420172019YearValue
$80,946Latest year 2019

Participants Over Time

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

210201420172019YearValue
2Latest 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
201912$80,946$1,740$870iApproximate average salary by contribution assumption: employee only about $21,750 at 4% or $14,500 at 6%; with 50% employer match about $14,500 at 4% or $9,667 at 6%; with 100% employer match about $10,875 at 4% or $7,250 at 6%.
Creative Wealth Advisors LLC Roth 401(K) Plan-2$80,946$1,740$870iApproximate average salary by contribution assumption: employee only about $21,750 at 4% or $14,500 at 6%; with 50% employer match about $14,500 at 4% or $9,667 at 6%; with 100% employer match about $10,875 at 4% or $7,250 at 6%.
201812$72,142$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Creative Wealth Advisors LLC Roth 401(K) Plan-2$72,142$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201712$269,377$62,691$31,346iApproximate average salary by contribution assumption: employee only about $783,638 at 4% or $522,425 at 6%; with 50% employer match about $522,425 at 4% or $348,283 at 6%; with 100% employer match about $391,819 at 4% or $261,213 at 6%.
Creative Wealth Advisors LLC Roth 401(K) Plan-2$269,377$62,691$31,346iApproximate average salary by contribution assumption: employee only about $783,638 at 4% or $522,425 at 6%; with 50% employer match about $522,425 at 4% or $348,283 at 6%; with 100% employer match about $391,819 at 4% or $261,213 at 6%.
201612$164,273$62,354$31,177iApproximate average salary by contribution assumption: employee only about $779,425 at 4% or $519,617 at 6%; with 50% employer match about $519,617 at 4% or $346,411 at 6%; with 100% employer match about $389,713 at 4% or $259,808 at 6%.
Creative Wealth Advisors LLC Roth 401(K) Plan-2$164,273$62,354$31,177iApproximate average salary by contribution assumption: employee only about $779,425 at 4% or $519,617 at 6%; with 50% employer match about $519,617 at 4% or $346,411 at 6%; with 100% employer match about $389,713 at 4% or $259,808 at 6%.
201512$113,447$63,233$31,617iApproximate average salary by contribution assumption: employee only about $790,413 at 4% or $526,942 at 6%; with 50% employer match about $526,942 at 4% or $351,294 at 6%; with 100% employer match about $395,206 at 4% or $263,471 at 6%.
Creative Wealth Advisors LLC Roth 401(K) Plan-2$113,447$63,233$31,617iApproximate average salary by contribution assumption: employee only about $790,413 at 4% or $526,942 at 6%; with 50% employer match about $526,942 at 4% or $351,294 at 6%; with 100% employer match about $395,206 at 4% or $263,471 at 6%.
201412$59,614$59,614$29,807iApproximate average salary by contribution assumption: employee only about $745,175 at 4% or $496,783 at 6%; with 50% employer match about $496,783 at 4% or $331,189 at 6%; with 100% employer match about $372,588 at 4% or $248,392 at 6%.
Creative Wealth Advisors LLC Roth 401(K) Plan-2$59,614$59,614$29,807iApproximate average salary by contribution assumption: employee only about $745,175 at 4% or $496,783 at 6%; with 50% employer match about $496,783 at 4% or $331,189 at 6%; with 100% employer match about $372,588 at 4% or $248,392 at 6%.