Civic Intelligence

Capital Wealth Mgmt Group LLC

Plan context: Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust

EIN 45-3661289 • Rockville, MD • 6 filings • 4 plans

11 N. Washington StreetSuite 350Rockville, MD 20850
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,932,530

2024 Contributions

$137,085

Historical Graphs

Total Assets Over Time

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

$3,279,309$1,639,655$0201520222024YearValue
$1,932,530Latest year 2024

Participants Over Time

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

630201520222024YearValue
5Latest 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
202415$1,932,530$137,085$27,417iApproximate average salary by contribution assumption: employee only about $685,425 at 4% or $456,950 at 6%; with 50% employer match about $456,950 at 4% or $304,633 at 6%; with 100% employer match about $342,713 at 4% or $228,475 at 6%.
Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust-5$1,932,530$137,085$27,417iApproximate average salary by contribution assumption: employee only about $685,425 at 4% or $456,950 at 6%; with 50% employer match about $456,950 at 4% or $304,633 at 6%; with 100% employer match about $342,713 at 4% or $228,475 at 6%.
202315$1,677,556$588,644$117,729iApproximate average salary by contribution assumption: employee only about $2,943,220 at 4% or $1,962,147 at 6%; with 50% employer match about $1,962,147 at 4% or $1,308,098 at 6%; with 100% employer match about $1,471,610 at 4% or $981,073 at 6%.
Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust-5$1,677,556$588,644$117,729iApproximate average salary by contribution assumption: employee only about $2,943,220 at 4% or $1,962,147 at 6%; with 50% employer match about $1,962,147 at 4% or $1,308,098 at 6%; with 100% employer match about $1,471,610 at 4% or $981,073 at 6%.
202215$2,851,123$118,345$23,669iApproximate average salary by contribution assumption: employee only about $591,725 at 4% or $394,483 at 6%; with 50% employer match about $394,483 at 4% or $262,989 at 6%; with 100% employer match about $295,863 at 4% or $197,242 at 6%.
Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust-5$2,851,123$118,345$23,669iApproximate average salary by contribution assumption: employee only about $591,725 at 4% or $394,483 at 6%; with 50% employer match about $394,483 at 4% or $262,989 at 6%; with 100% employer match about $295,863 at 4% or $197,242 at 6%.
202115$3,279,309$118,016$23,603iApproximate average salary by contribution assumption: employee only about $590,080 at 4% or $393,387 at 6%; with 50% employer match about $393,387 at 4% or $262,258 at 6%; with 100% employer match about $295,040 at 4% or $196,693 at 6%.
Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust-5$3,279,309$118,016$23,603iApproximate average salary by contribution assumption: employee only about $590,080 at 4% or $393,387 at 6%; with 50% employer match about $393,387 at 4% or $262,258 at 6%; with 100% employer match about $295,040 at 4% or $196,693 at 6%.
202015$2,909,573$117,333$23,467iApproximate average salary by contribution assumption: employee only about $586,665 at 4% or $391,110 at 6%; with 50% employer match about $391,110 at 4% or $260,740 at 6%; with 100% employer match about $293,333 at 4% or $195,555 at 6%.
Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust-5$2,909,573$117,333$23,467iApproximate average salary by contribution assumption: employee only about $586,665 at 4% or $391,110 at 6%; with 50% employer match about $391,110 at 4% or $260,740 at 6%; with 100% employer match about $293,333 at 4% or $195,555 at 6%.
201516$2,892,110$22,620$3,770iApproximate average salary by contribution assumption: employee only about $94,250 at 4% or $62,833 at 6%; with 50% employer match about $62,833 at 4% or $41,889 at 6%; with 100% employer match about $47,125 at 4% or $31,417 at 6%.
Capital Wealth Management Group LLC 401(K) Profit Sharing Plan & Trust-6$2,892,110$22,620$3,770iApproximate average salary by contribution assumption: employee only about $94,250 at 4% or $62,833 at 6%; with 50% employer match about $62,833 at 4% or $41,889 at 6%; with 100% employer match about $47,125 at 4% or $31,417 at 6%.