Civic Intelligence

Assetmg LLC

Plan context: Assetmg LLC Defined Benefit Pension Plan and Trust

EIN 46-1211839 • Naples, FL • 24 filings • 2 plans

996 Admiralty ParadeNaples, FL 34102
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$9,908,045

2025 Contributions

$612,801

Historical Graphs

Total Assets Over Time

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

$9,908,045$4,954,023$0201420202025YearValue
$9,908,045Latest year 2025

Participants Over Time

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

1260201420202025YearValue
12Latest year 2025

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
2025212$9,908,045$612,801$51,067iApproximate average salary by contribution assumption: employee only about $1,276,669 at 4% or $851,113 at 6%; with 50% employer match about $851,113 at 4% or $567,408 at 6%; with 100% employer match about $638,334 at 4% or $425,556 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$5,999,127$0-
Assetmg LLC 401(K) Profit Sharing Plan-12$3,908,918$612,801$51,067iApproximate average salary by contribution assumption: employee only about $1,276,669 at 4% or $851,113 at 6%; with 50% employer match about $851,113 at 4% or $567,408 at 6%; with 100% employer match about $638,334 at 4% or $425,556 at 6%.
2024210$8,497,389$248,056$24,806iApproximate average salary by contribution assumption: employee only about $620,140 at 4% or $413,427 at 6%; with 50% employer match about $413,427 at 4% or $275,618 at 6%; with 100% employer match about $310,070 at 4% or $206,713 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-5$5,649,723$0-
Assetmg LLC 401(K) Profit Sharing Plan-10$2,847,666$248,056$24,806iApproximate average salary by contribution assumption: employee only about $620,140 at 4% or $413,427 at 6%; with 50% employer match about $413,427 at 4% or $275,618 at 6%; with 100% employer match about $310,070 at 4% or $206,713 at 6%.
202329$6,610,245$227,372$25,264iApproximate average salary by contribution assumption: employee only about $631,589 at 4% or $421,059 at 6%; with 50% employer match about $421,059 at 4% or $280,706 at 6%; with 100% employer match about $315,794 at 4% or $210,530 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$4,547,281$0-
Assetmg LLC 401(K) Profit Sharing Plan-9$2,062,964$227,372$25,264iApproximate average salary by contribution assumption: employee only about $631,589 at 4% or $421,059 at 6%; with 50% employer match about $421,059 at 4% or $280,706 at 6%; with 100% employer match about $315,794 at 4% or $210,530 at 6%.
202229$5,681,508$5,254$584iApproximate average salary by contribution assumption: employee only about $14,594 at 4% or $9,730 at 6%; with 50% employer match about $9,730 at 4% or $6,486 at 6%; with 100% employer match about $7,297 at 4% or $4,865 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$4,080,512$0-
Assetmg LLC 401(K) Profit Sharing Plan-9$1,600,996$5,254$584iApproximate average salary by contribution assumption: employee only about $14,594 at 4% or $9,730 at 6%; with 50% employer match about $9,730 at 4% or $6,486 at 6%; with 100% employer match about $7,297 at 4% or $4,865 at 6%.
202127$7,939,583$138,268$19,753iApproximate average salary by contribution assumption: employee only about $493,814 at 4% or $329,210 at 6%; with 50% employer match about $329,210 at 4% or $219,473 at 6%; with 100% employer match about $246,907 at 4% or $164,605 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$5,782,729$0-
Assetmg LLC 401(K) Profit Sharing Plan-7$2,156,854$138,268$19,753iApproximate average salary by contribution assumption: employee only about $493,814 at 4% or $329,210 at 6%; with 50% employer match about $329,210 at 4% or $219,473 at 6%; with 100% employer match about $246,907 at 4% or $164,605 at 6%.
202027$6,706,886$558,392$79,770iApproximate average salary by contribution assumption: employee only about $1,994,257 at 4% or $1,329,505 at 6%; with 50% employer match about $1,329,505 at 4% or $886,337 at 6%; with 100% employer match about $997,129 at 4% or $664,752 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$5,018,919$355,000$88,750iApproximate average salary by contribution assumption: employee only about $2,218,750 at 4% or $1,479,167 at 6%; with 50% employer match about $1,479,167 at 4% or $986,111 at 6%; with 100% employer match about $1,109,375 at 4% or $739,583 at 6%.
Assetmg LLC 401(K) Profit Sharing Plan-7$1,687,967$203,392$29,056iApproximate average salary by contribution assumption: employee only about $726,400 at 4% or $484,267 at 6%; with 50% employer match about $484,267 at 4% or $322,844 at 6%; with 100% employer match about $363,200 at 4% or $242,133 at 6%.
201924$4,368,634$1,126,000$281,500iApproximate average salary by contribution assumption: employee only about $7,037,500 at 4% or $4,691,667 at 6%; with 50% employer match about $4,691,667 at 4% or $3,127,778 at 6%; with 100% employer match about $3,518,750 at 4% or $2,345,833 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$3,132,292$890,000$222,500iApproximate average salary by contribution assumption: employee only about $5,562,500 at 4% or $3,708,333 at 6%; with 50% employer match about $3,708,333 at 4% or $2,472,222 at 6%; with 100% employer match about $2,781,250 at 4% or $1,854,167 at 6%.
Assetmg LLC 401(K) Profit Sharing Plan-4$1,236,342$236,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201824$2,548,678$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$1,772,627$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Assetmg LLC 401(K) Profit Sharing Plan-4$776,051$0-
201724$2,628,336$1,128,000$282,000iApproximate average salary by contribution assumption: employee only about $7,050,000 at 4% or $4,700,000 at 6%; with 50% employer match about $4,700,000 at 4% or $3,133,333 at 6%; with 100% employer match about $3,525,000 at 4% or $2,350,000 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$1,752,441$900,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
Assetmg LLC 401(K) Profit Sharing Plan-4$875,895$228,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201624$1,164,654$455,000$113,750iApproximate average salary by contribution assumption: employee only about $2,843,750 at 4% or $1,895,833 at 6%; with 50% employer match about $1,895,833 at 4% or $1,263,889 at 6%; with 100% employer match about $1,421,875 at 4% or $947,917 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$661,097$282,000$70,500iApproximate average salary by contribution assumption: employee only about $1,762,500 at 4% or $1,175,000 at 6%; with 50% employer match about $1,175,000 at 4% or $783,333 at 6%; with 100% employer match about $881,250 at 4% or $587,500 at 6%.
Assetmg LLC 401(K) Profit Sharing Plan-4$503,557$173,000$43,250iApproximate average salary by contribution assumption: employee only about $1,081,250 at 4% or $720,833 at 6%; with 50% employer match about $720,833 at 4% or $480,556 at 6%; with 100% employer match about $540,625 at 4% or $360,417 at 6%.
201524$669,236$206,000$51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$357,789$120,000$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%.
Assetmg LLC 401(K) Profit Sharing Plan-4$311,447$86,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
201424$456,620$393,595$98,399iApproximate average salary by contribution assumption: employee only about $2,459,969 at 4% or $1,639,979 at 6%; with 50% employer match about $1,639,979 at 4% or $1,093,319 at 6%; with 100% employer match about $1,229,984 at 4% or $819,990 at 6%.
Assetmg LLC 401(K) Profit Sharing Plan-4$233,025$170,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Assetmg LLC Defined Benefit Pension Plan and Trust-4$223,595$223,595$55,899iApproximate average salary by contribution assumption: employee only about $1,397,469 at 4% or $931,646 at 6%; with 50% employer match about $931,646 at 4% or $621,097 at 6%; with 100% employer match about $698,734 at 4% or $465,823 at 6%.