Civic Intelligence

Private Wealth Management Group LLC

Plan context: Private Wealth Management Group LLC Retirement Plan

EIN 46-1354673 • Princeton, NJ • 12 filings • 2 plans

512 Executive DrivePrinceton, NJ 08540
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,426,955

2024 Contributions

$229,072

Historical Graphs

Total Assets Over Time

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

$2,426,955$1,213,478$0201320192024YearValue
$2,426,955Latest year 2024

Participants Over Time

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

1260201320192024YearValue
12Latest 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
2024112$2,426,955$229,072$19,089iApproximate average salary by contribution assumption: employee only about $477,233 at 4% or $318,156 at 6%; with 50% employer match about $318,156 at 4% or $212,104 at 6%; with 100% employer match about $238,617 at 4% or $159,078 at 6%.
Private Wealth Management Group LLC Retirement Plan-12$2,426,955$229,072$19,089iApproximate average salary by contribution assumption: employee only about $477,233 at 4% or $318,156 at 6%; with 50% employer match about $318,156 at 4% or $212,104 at 6%; with 100% employer match about $238,617 at 4% or $159,078 at 6%.
2023112$1,974,522$212,183$17,682iApproximate average salary by contribution assumption: employee only about $442,048 at 4% or $294,699 at 6%; with 50% employer match about $294,699 at 4% or $196,466 at 6%; with 100% employer match about $221,024 at 4% or $147,349 at 6%.
Private Wealth Management Group LLC Retirement Plan-12$1,974,522$212,183$17,682iApproximate average salary by contribution assumption: employee only about $442,048 at 4% or $294,699 at 6%; with 50% employer match about $294,699 at 4% or $196,466 at 6%; with 100% employer match about $221,024 at 4% or $147,349 at 6%.
202219$1,488,782$163,050$18,117iApproximate average salary by contribution assumption: employee only about $452,917 at 4% or $301,944 at 6%; with 50% employer match about $301,944 at 4% or $201,296 at 6%; with 100% employer match about $226,458 at 4% or $150,972 at 6%.
Private Wealth Management Group LLC Retirement Plan-9$1,488,782$163,050$18,117iApproximate average salary by contribution assumption: employee only about $452,917 at 4% or $301,944 at 6%; with 50% employer match about $301,944 at 4% or $201,296 at 6%; with 100% employer match about $226,458 at 4% or $150,972 at 6%.
202118$1,440,540$122,970$15,371iApproximate average salary by contribution assumption: employee only about $384,281 at 4% or $256,188 at 6%; with 50% employer match about $256,188 at 4% or $170,792 at 6%; with 100% employer match about $192,141 at 4% or $128,094 at 6%.
Private Wealth Management Group LLC Retirement Plan-8$1,440,540$122,970$15,371iApproximate average salary by contribution assumption: employee only about $384,281 at 4% or $256,188 at 6%; with 50% employer match about $256,188 at 4% or $170,792 at 6%; with 100% employer match about $192,141 at 4% or $128,094 at 6%.
202018$1,076,372$109,213$13,652iApproximate average salary by contribution assumption: employee only about $341,291 at 4% or $227,527 at 6%; with 50% employer match about $227,527 at 4% or $151,685 at 6%; with 100% employer match about $170,645 at 4% or $113,764 at 6%.
Private Wealth Management Group LLC Retirement Plan-8$1,076,372$109,213$13,652iApproximate average salary by contribution assumption: employee only about $341,291 at 4% or $227,527 at 6%; with 50% employer match about $227,527 at 4% or $151,685 at 6%; with 100% employer match about $170,645 at 4% or $113,764 at 6%.
201918$902,059$104,799$13,100iApproximate average salary by contribution assumption: employee only about $327,497 at 4% or $218,331 at 6%; with 50% employer match about $218,331 at 4% or $145,554 at 6%; with 100% employer match about $163,748 at 4% or $109,166 at 6%.
Private Wealth Management Group LLC Retirement Plan-8$902,059$104,799$13,100iApproximate average salary by contribution assumption: employee only about $327,497 at 4% or $218,331 at 6%; with 50% employer match about $218,331 at 4% or $145,554 at 6%; with 100% employer match about $163,748 at 4% or $109,166 at 6%.
201816$643,678$104,160$17,360iApproximate average salary by contribution assumption: employee only about $434,000 at 4% or $289,333 at 6%; with 50% employer match about $289,333 at 4% or $192,889 at 6%; with 100% employer match about $217,000 at 4% or $144,667 at 6%.
Private Wealth Management Group LLC Retirement Plan-6$643,678$104,160$17,360iApproximate average salary by contribution assumption: employee only about $434,000 at 4% or $289,333 at 6%; with 50% employer match about $289,333 at 4% or $192,889 at 6%; with 100% employer match about $217,000 at 4% or $144,667 at 6%.
201716$611,081$70,379$11,730iApproximate average salary by contribution assumption: employee only about $293,246 at 4% or $195,497 at 6%; with 50% employer match about $195,497 at 4% or $130,331 at 6%; with 100% employer match about $146,623 at 4% or $97,749 at 6%.
Private Wealth Management Group LLC Retirement Plan-6$611,081$70,379$11,730iApproximate average salary by contribution assumption: employee only about $293,246 at 4% or $195,497 at 6%; with 50% employer match about $195,497 at 4% or $130,331 at 6%; with 100% employer match about $146,623 at 4% or $97,749 at 6%.
201616$925,653$70,356$11,726iApproximate average salary by contribution assumption: employee only about $293,150 at 4% or $195,433 at 6%; with 50% employer match about $195,433 at 4% or $130,289 at 6%; with 100% employer match about $146,575 at 4% or $97,717 at 6%.
Private Wealth Management Group LLC Retirement Plan-6$925,653$70,356$11,726iApproximate average salary by contribution assumption: employee only about $293,150 at 4% or $195,433 at 6%; with 50% employer match about $195,433 at 4% or $130,289 at 6%; with 100% employer match about $146,575 at 4% or $97,717 at 6%.
201517$766,049$84,291$12,042iApproximate average salary by contribution assumption: employee only about $301,039 at 4% or $200,693 at 6%; with 50% employer match about $200,693 at 4% or $133,795 at 6%; with 100% employer match about $150,520 at 4% or $100,346 at 6%.
Private Wealth Management Group LLC Retirement Plan-7$766,049$84,291$12,042iApproximate average salary by contribution assumption: employee only about $301,039 at 4% or $200,693 at 6%; with 50% employer match about $200,693 at 4% or $133,795 at 6%; with 100% employer match about $150,520 at 4% or $100,346 at 6%.
201415$724,032$73,823$14,765iApproximate average salary by contribution assumption: employee only about $369,115 at 4% or $246,077 at 6%; with 50% employer match about $246,077 at 4% or $164,051 at 6%; with 100% employer match about $184,558 at 4% or $123,038 at 6%.
Private Wealth Management Group LLC Retirement Plan-5$724,032$73,823$14,765iApproximate average salary by contribution assumption: employee only about $369,115 at 4% or $246,077 at 6%; with 50% employer match about $246,077 at 4% or $164,051 at 6%; with 100% employer match about $184,558 at 4% or $123,038 at 6%.
201315$631,774$60,123$12,025iApproximate average salary by contribution assumption: employee only about $300,615 at 4% or $200,410 at 6%; with 50% employer match about $200,410 at 4% or $133,607 at 6%; with 100% employer match about $150,308 at 4% or $100,205 at 6%.
Private Wealth Management Group LLC Retirement Plan-5$631,774$60,123$12,025iApproximate average salary by contribution assumption: employee only about $300,615 at 4% or $200,410 at 6%; with 50% employer match about $200,410 at 4% or $133,607 at 6%; with 100% employer match about $150,308 at 4% or $100,205 at 6%.