Civic Intelligence

Medallion Wealth Management

Plan context: Medallion Wealth Management 401(K) and Profit Sharing

EIN 46-1830450 • Sewickley, PA • 10 filings • 2 plans

2605 Nicholson Rd. Ste. 2103Sewickley, PA 15143
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$393,797

2022 Contributions

$262,101

Historical Graphs

Total Assets Over Time

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

$2,289,205$1,144,603$0201320172021YearValue
$393,797Latest year 2021

Participants Over Time

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

1470201320172021YearValue
5Latest year 2021

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
202210$0$0-
Medallion Wealth Management 401(K) and Profit Sharing-0$0$0-
202115$393,797$262,101$52,420iApproximate average salary by contribution assumption: employee only about $1,310,505 at 4% or $873,670 at 6%; with 50% employer match about $873,670 at 4% or $582,447 at 6%; with 100% employer match about $655,253 at 4% or $436,835 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-5$393,797$262,101$52,420iApproximate average salary by contribution assumption: employee only about $1,310,505 at 4% or $873,670 at 6%; with 50% employer match about $873,670 at 4% or $582,447 at 6%; with 100% employer match about $655,253 at 4% or $436,835 at 6%.
2020113$2,289,205$174,869$13,451iApproximate average salary by contribution assumption: employee only about $336,287 at 4% or $224,191 at 6%; with 50% employer match about $224,191 at 4% or $149,461 at 6%; with 100% employer match about $168,143 at 4% or $112,096 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-13$2,289,205$174,869$13,451iApproximate average salary by contribution assumption: employee only about $336,287 at 4% or $224,191 at 6%; with 50% employer match about $224,191 at 4% or $149,461 at 6%; with 100% employer match about $168,143 at 4% or $112,096 at 6%.
2019111$1,854,690$95,173$8,652iApproximate average salary by contribution assumption: employee only about $216,302 at 4% or $144,202 at 6%; with 50% employer match about $144,202 at 4% or $96,134 at 6%; with 100% employer match about $108,151 at 4% or $72,101 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-11$1,854,690$95,173$8,652iApproximate average salary by contribution assumption: employee only about $216,302 at 4% or $144,202 at 6%; with 50% employer match about $144,202 at 4% or $96,134 at 6%; with 100% employer match about $108,151 at 4% or $72,101 at 6%.
2018111$2,171,240$93,368$8,488iApproximate average salary by contribution assumption: employee only about $212,200 at 4% or $141,467 at 6%; with 50% employer match about $141,467 at 4% or $94,311 at 6%; with 100% employer match about $106,100 at 4% or $70,733 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-11$2,171,240$93,368$8,488iApproximate average salary by contribution assumption: employee only about $212,200 at 4% or $141,467 at 6%; with 50% employer match about $141,467 at 4% or $94,311 at 6%; with 100% employer match about $106,100 at 4% or $70,733 at 6%.
2017113$2,226,976$327,111$25,162iApproximate average salary by contribution assumption: employee only about $629,060 at 4% or $419,373 at 6%; with 50% employer match about $419,373 at 4% or $279,582 at 6%; with 100% employer match about $314,530 at 4% or $209,687 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-13$2,226,976$327,111$25,162iApproximate average salary by contribution assumption: employee only about $629,060 at 4% or $419,373 at 6%; with 50% employer match about $419,373 at 4% or $279,582 at 6%; with 100% employer match about $314,530 at 4% or $209,687 at 6%.
2016112$1,711,574$78,594$6,550iApproximate average salary by contribution assumption: employee only about $163,738 at 4% or $109,158 at 6%; with 50% employer match about $109,158 at 4% or $72,772 at 6%; with 100% employer match about $81,869 at 4% or $54,579 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-12$1,711,574$78,594$6,550iApproximate average salary by contribution assumption: employee only about $163,738 at 4% or $109,158 at 6%; with 50% employer match about $109,158 at 4% or $72,772 at 6%; with 100% employer match about $81,869 at 4% or $54,579 at 6%.
2015114$1,584,871$70,707$5,051iApproximate average salary by contribution assumption: employee only about $126,263 at 4% or $84,175 at 6%; with 50% employer match about $84,175 at 4% or $56,117 at 6%; with 100% employer match about $63,131 at 4% or $42,088 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-14$1,584,871$70,707$5,051iApproximate average salary by contribution assumption: employee only about $126,263 at 4% or $84,175 at 6%; with 50% employer match about $84,175 at 4% or $56,117 at 6%; with 100% employer match about $63,131 at 4% or $42,088 at 6%.
2014114$1,630,123$315,525$22,538iApproximate average salary by contribution assumption: employee only about $563,438 at 4% or $375,625 at 6%; with 50% employer match about $375,625 at 4% or $250,417 at 6%; with 100% employer match about $281,719 at 4% or $187,813 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-14$1,630,123$315,525$22,538iApproximate average salary by contribution assumption: employee only about $563,438 at 4% or $375,625 at 6%; with 50% employer match about $375,625 at 4% or $250,417 at 6%; with 100% employer match about $281,719 at 4% or $187,813 at 6%.
2013113$1,534,619$1,443,947$111,073iApproximate average salary by contribution assumption: employee only about $2,776,821 at 4% or $1,851,214 at 6%; with 50% employer match about $1,851,214 at 4% or $1,234,143 at 6%; with 100% employer match about $1,388,411 at 4% or $925,607 at 6%.
Medallion Wealth Management 401(K) and Profit Sharing-13$1,534,619$1,443,947$111,073iApproximate average salary by contribution assumption: employee only about $2,776,821 at 4% or $1,851,214 at 6%; with 50% employer match about $1,851,214 at 4% or $1,234,143 at 6%; with 100% employer match about $1,388,411 at 4% or $925,607 at 6%.