Civic Intelligence

Prime Wealth Management

Plan context: Prime Wealth Management 401K Plan

EIN 45-5120051 • Bethesda, MD • 4 filings • 1 plans

6701 Democracy BoulevardSuite 555Bethesda, MD 20817
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$285,278

2017 Contributions

$115,800

Historical Graphs

Total Assets Over Time

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

$285,278$142,639$0201420152016YearValue
$285,278Latest year 2016

Participants Over Time

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

320201420152016YearValue
3Latest year 2016

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
201710$0$115,800-
Prime Wealth Management 401K Plan-0$0$115,800-
201613$285,278$113,800$37,933iApproximate average salary by contribution assumption: employee only about $948,333 at 4% or $632,222 at 6%; with 50% employer match about $632,222 at 4% or $421,481 at 6%; with 100% employer match about $474,167 at 4% or $316,111 at 6%.
Prime Wealth Management 401K Plan-3$285,278$113,800$37,933iApproximate average salary by contribution assumption: employee only about $948,333 at 4% or $632,222 at 6%; with 50% employer match about $632,222 at 4% or $421,481 at 6%; with 100% employer match about $474,167 at 4% or $316,111 at 6%.
201513$188,633$112,868$37,623iApproximate average salary by contribution assumption: employee only about $940,567 at 4% or $627,044 at 6%; with 50% employer match about $627,044 at 4% or $418,030 at 6%; with 100% employer match about $470,283 at 4% or $313,522 at 6%.
Prime Wealth Management 401K Plan-3$188,633$112,868$37,623iApproximate average salary by contribution assumption: employee only about $940,567 at 4% or $627,044 at 6%; with 50% employer match about $627,044 at 4% or $418,030 at 6%; with 100% employer match about $470,283 at 4% or $313,522 at 6%.
201413$107,904$108,552$36,184iApproximate average salary by contribution assumption: employee only about $904,600 at 4% or $603,067 at 6%; with 50% employer match about $603,067 at 4% or $402,044 at 6%; with 100% employer match about $452,300 at 4% or $301,533 at 6%.
Prime Wealth Management 401K Plan-3$107,904$108,552$36,184iApproximate average salary by contribution assumption: employee only about $904,600 at 4% or $603,067 at 6%; with 50% employer match about $603,067 at 4% or $402,044 at 6%; with 100% employer match about $452,300 at 4% or $301,533 at 6%.
Prime Wealth Management | EIN 45-5120051 | 2017 Form 5500 Company Profile