Civic Intelligence

Nova Wealth Management

Plan context: Nova Wealth Management 401K Plan

EIN 45-4136167 • Bonita Springs, FL • 11 filings • 1 plans

24311 Walden Center Dr. #200Bonita Springs, FL 34134
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,517,510

2024 Contributions

$107,210

Historical Graphs

Total Assets Over Time

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

$1,517,510$758,755$0201420192024YearValue
$1,517,510Latest year 2024

Participants Over Time

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

840201420192024YearValue
8Latest 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
202418$1,517,510$107,210$13,401iApproximate average salary by contribution assumption: employee only about $335,031 at 4% or $223,354 at 6%; with 50% employer match about $223,354 at 4% or $148,903 at 6%; with 100% employer match about $167,516 at 4% or $111,677 at 6%.
Nova Wealth Management 401K Plan-8$1,517,510$107,210$13,401iApproximate average salary by contribution assumption: employee only about $335,031 at 4% or $223,354 at 6%; with 50% employer match about $223,354 at 4% or $148,903 at 6%; with 100% employer match about $167,516 at 4% or $111,677 at 6%.
202318$1,163,134$93,412$11,677iApproximate average salary by contribution assumption: employee only about $291,913 at 4% or $194,608 at 6%; with 50% employer match about $194,608 at 4% or $129,739 at 6%; with 100% employer match about $145,956 at 4% or $97,304 at 6%.
Nova Wealth Management 401K Plan-8$1,163,134$93,412$11,677iApproximate average salary by contribution assumption: employee only about $291,913 at 4% or $194,608 at 6%; with 50% employer match about $194,608 at 4% or $129,739 at 6%; with 100% employer match about $145,956 at 4% or $97,304 at 6%.
202217$849,578$118,075$16,868iApproximate average salary by contribution assumption: employee only about $421,696 at 4% or $281,131 at 6%; with 50% employer match about $281,131 at 4% or $187,421 at 6%; with 100% employer match about $210,848 at 4% or $140,565 at 6%.
Nova Wealth Management 401K Plan-7$849,578$118,075$16,868iApproximate average salary by contribution assumption: employee only about $421,696 at 4% or $281,131 at 6%; with 50% employer match about $281,131 at 4% or $187,421 at 6%; with 100% employer match about $210,848 at 4% or $140,565 at 6%.
202117$916,986$87,467$12,495iApproximate average salary by contribution assumption: employee only about $312,382 at 4% or $208,255 at 6%; with 50% employer match about $208,255 at 4% or $138,837 at 6%; with 100% employer match about $156,191 at 4% or $104,127 at 6%.
Nova Wealth Management 401K Plan-7$916,986$87,467$12,495iApproximate average salary by contribution assumption: employee only about $312,382 at 4% or $208,255 at 6%; with 50% employer match about $208,255 at 4% or $138,837 at 6%; with 100% employer match about $156,191 at 4% or $104,127 at 6%.
202015$715,101$70,624$14,125iApproximate average salary by contribution assumption: employee only about $353,120 at 4% or $235,413 at 6%; with 50% employer match about $235,413 at 4% or $156,942 at 6%; with 100% employer match about $176,560 at 4% or $117,707 at 6%.
Nova Wealth Management 401K Plan-5$715,101$70,624$14,125iApproximate average salary by contribution assumption: employee only about $353,120 at 4% or $235,413 at 6%; with 50% employer match about $235,413 at 4% or $156,942 at 6%; with 100% employer match about $176,560 at 4% or $117,707 at 6%.
201915$501,917$69,322$13,864iApproximate average salary by contribution assumption: employee only about $346,610 at 4% or $231,073 at 6%; with 50% employer match about $231,073 at 4% or $154,049 at 6%; with 100% employer match about $173,305 at 4% or $115,537 at 6%.
Nova Wealth Management 401K Plan-5$501,917$69,322$13,864iApproximate average salary by contribution assumption: employee only about $346,610 at 4% or $231,073 at 6%; with 50% employer match about $231,073 at 4% or $154,049 at 6%; with 100% employer match about $173,305 at 4% or $115,537 at 6%.
201815$348,580$57,348$11,470iApproximate average salary by contribution assumption: employee only about $286,740 at 4% or $191,160 at 6%; with 50% employer match about $191,160 at 4% or $127,440 at 6%; with 100% employer match about $143,370 at 4% or $95,580 at 6%.
Nova Wealth Management 401K Plan-5$348,580$57,348$11,470iApproximate average salary by contribution assumption: employee only about $286,740 at 4% or $191,160 at 6%; with 50% employer match about $191,160 at 4% or $127,440 at 6%; with 100% employer match about $143,370 at 4% or $95,580 at 6%.
201713$239,276$55,959$18,653iApproximate average salary by contribution assumption: employee only about $466,325 at 4% or $310,883 at 6%; with 50% employer match about $310,883 at 4% or $207,256 at 6%; with 100% employer match about $233,163 at 4% or $155,442 at 6%.
Nova Wealth Management 401K Plan-3$239,276$55,959$18,653iApproximate average salary by contribution assumption: employee only about $466,325 at 4% or $310,883 at 6%; with 50% employer match about $310,883 at 4% or $207,256 at 6%; with 100% employer match about $233,163 at 4% or $155,442 at 6%.
201614$150,228$71,075$17,769iApproximate average salary by contribution assumption: employee only about $444,219 at 4% or $296,146 at 6%; with 50% employer match about $296,146 at 4% or $197,431 at 6%; with 100% employer match about $222,109 at 4% or $148,073 at 6%.
Nova Wealth Management 401K Plan-4$150,228$71,075$17,769iApproximate average salary by contribution assumption: employee only about $444,219 at 4% or $296,146 at 6%; with 50% employer match about $296,146 at 4% or $197,431 at 6%; with 100% employer match about $222,109 at 4% or $148,073 at 6%.
201512$72,296$38,038$19,019iApproximate average salary by contribution assumption: employee only about $475,475 at 4% or $316,983 at 6%; with 50% employer match about $316,983 at 4% or $211,322 at 6%; with 100% employer match about $237,738 at 4% or $158,492 at 6%.
Nova Wealth Management 401K Plan-2$72,296$38,038$19,019iApproximate average salary by contribution assumption: employee only about $475,475 at 4% or $316,983 at 6%; with 50% employer match about $316,983 at 4% or $211,322 at 6%; with 100% employer match about $237,738 at 4% or $158,492 at 6%.
201412$34,768$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Nova Wealth Management 401K Plan-2$34,768$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.