Civic Intelligence

Gfs Private Wealth LLC

Plan context: Gfs Private Wealth LLC Cash Balance Plan

EIN 45-5132272 • Clearwater, FL • 12 filings • 2 plans

2505 Enterprise RoadClearwater, FL 33763
Current Snapshot

Latest Year

2018

2018 Participants

10

2018 Assets

$3,274,544

2018 Contributions

$69,133

Historical Graphs

Total Assets Over Time

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

$3,274,544$1,637,272$0201320152017YearValue
$3,274,544Latest year 2017

Participants Over Time

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

1050201320152017YearValue
10Latest year 2017

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
201820$0$69,133-
Gfs Private Wealth LLC Cash Balance Plan-0$0$69,133-
GFS PRIVATE WEALTH, LLC 401(K) RETIREMENT PLAN-0$0--
2017210$3,274,544$537,328$53,733iApproximate average salary by contribution assumption: employee only about $1,343,320 at 4% or $895,547 at 6%; with 50% employer match about $895,547 at 4% or $597,031 at 6%; with 100% employer match about $671,660 at 4% or $447,773 at 6%.
Gfs Private Wealth LLC Cash Balance Plan-7$2,226,520$350,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
GFS PRIVATE WEALTH, LLC 401(K) RETIREMENT PLAN-10$1,048,024$187,328$18,733iApproximate average salary by contribution assumption: employee only about $468,320 at 4% or $312,213 at 6%; with 50% employer match about $312,213 at 4% or $208,142 at 6%; with 100% employer match about $234,160 at 4% or $156,107 at 6%.
2016210$2,286,983$580,011$58,001iApproximate average salary by contribution assumption: employee only about $1,450,028 at 4% or $966,685 at 6%; with 50% employer match about $966,685 at 4% or $644,457 at 6%; with 100% employer match about $725,014 at 4% or $483,343 at 6%.
Gfs Private Wealth LLC Cash Balance Plan-8$1,571,305$400,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
GFS PRIVATE WEALTH, LLC 401(K) RETIREMENT PLAN-10$715,678$180,011$18,001iApproximate average salary by contribution assumption: employee only about $450,027 at 4% or $300,018 at 6%; with 50% employer match about $300,018 at 4% or $200,012 at 6%; with 100% employer match about $225,014 at 4% or $150,009 at 6%.
2015210$1,501,321$548,947$54,895iApproximate average salary by contribution assumption: employee only about $1,372,368 at 4% or $914,912 at 6%; with 50% employer match about $914,912 at 4% or $609,941 at 6%; with 100% employer match about $686,184 at 4% or $457,456 at 6%.
Gfs Private Wealth LLC Cash Balance Plan-8$1,037,543$366,236$45,780iApproximate average salary by contribution assumption: employee only about $1,144,488 at 4% or $762,992 at 6%; with 50% employer match about $762,992 at 4% or $508,661 at 6%; with 100% employer match about $572,244 at 4% or $381,496 at 6%.
GFS PRIVATE WEALTH, LLC 401(K) RETIREMENT PLAN-10$463,778$182,711$18,271iApproximate average salary by contribution assumption: employee only about $456,777 at 4% or $304,518 at 6%; with 50% employer match about $304,518 at 4% or $203,012 at 6%; with 100% employer match about $228,389 at 4% or $152,259 at 6%.
2014210$977,635$488,296$48,830iApproximate average salary by contribution assumption: employee only about $1,220,740 at 4% or $813,827 at 6%; with 50% employer match about $813,827 at 4% or $542,551 at 6%; with 100% employer match about $610,370 at 4% or $406,913 at 6%.
Gfs Private Wealth LLC Cash Balance Plan-5$691,112$331,798$66,360iApproximate average salary by contribution assumption: employee only about $1,658,990 at 4% or $1,105,993 at 6%; with 50% employer match about $1,105,993 at 4% or $737,329 at 6%; with 100% employer match about $829,495 at 4% or $552,997 at 6%.
GFS PRIVATE WEALTH, LLC 401(K) RETIREMENT PLAN-10$286,523$156,498$15,650iApproximate average salary by contribution assumption: employee only about $391,245 at 4% or $260,830 at 6%; with 50% employer match about $260,830 at 4% or $173,887 at 6%; with 100% employer match about $195,623 at 4% or $130,415 at 6%.
201328$462,793$441,779$55,222iApproximate average salary by contribution assumption: employee only about $1,380,559 at 4% or $920,373 at 6%; with 50% employer match about $920,373 at 4% or $613,582 at 6%; with 100% employer match about $690,280 at 4% or $460,186 at 6%.
Gfs Private Wealth LLC Cash Balance Plan-4$331,327$312,715$78,179iApproximate average salary by contribution assumption: employee only about $1,954,469 at 4% or $1,302,979 at 6%; with 50% employer match about $1,302,979 at 4% or $868,653 at 6%; with 100% employer match about $977,234 at 4% or $651,490 at 6%.
GFS PRIVATE WEALTH, LLC 401(K) RETIREMENT PLAN-8$131,466$129,064$16,133iApproximate average salary by contribution assumption: employee only about $403,325 at 4% or $268,883 at 6%; with 50% employer match about $268,883 at 4% or $179,256 at 6%; with 100% employer match about $201,663 at 4% or $134,442 at 6%.