Civic Intelligence

Crisci Private Wealth Management Inc.

Plan context: Crisci Private Wealth Management 401(K) Plan

EIN 46-0696375 • Naples, FL • 3 filings • 1 plans

4952 Rustic Oaks CircleNaples, FL 34105
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$132,774

2016 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$132,774$66,387$0201420152016YearValue
$132,774Latest year 2016

Participants Over Time

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

210201420152016YearValue
1Latest 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
201611$132,774$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Crisci Private Wealth Management 401(K) Plan-1$132,774$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201512$98,051$33,265$16,633iApproximate average salary by contribution assumption: employee only about $415,813 at 4% or $277,208 at 6%; with 50% employer match about $277,208 at 4% or $184,806 at 6%; with 100% employer match about $207,906 at 4% or $138,604 at 6%.
Crisci Private Wealth Management 401(K) Plan-2$98,051$33,265$16,633iApproximate average salary by contribution assumption: employee only about $415,813 at 4% or $277,208 at 6%; with 50% employer match about $277,208 at 4% or $184,806 at 6%; with 100% employer match about $207,906 at 4% or $138,604 at 6%.
201412$68,946$33,812$16,906iApproximate average salary by contribution assumption: employee only about $422,650 at 4% or $281,767 at 6%; with 50% employer match about $281,767 at 4% or $187,844 at 6%; with 100% employer match about $211,325 at 4% or $140,883 at 6%.
Crisci Private Wealth Management 401(K) Plan-2$68,946$33,812$16,906iApproximate average salary by contribution assumption: employee only about $422,650 at 4% or $281,767 at 6%; with 50% employer match about $281,767 at 4% or $187,844 at 6%; with 100% employer match about $211,325 at 4% or $140,883 at 6%.