Caritas Wealth Management Inc.
Plan context: Caritas Wealth Management Inc. Retirement Plan
EIN 46-2237553 • 7 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$56,411
2019 Contributions
$378,497
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Caritas Wealth Management Inc. Retirement Plan | - | 0 | - | - | - |
| 2018 | 1 | 1 | $56,411 | $0 | - |
| Caritas Wealth Management Inc. Retirement Plan | - | 1 | $56,411 | - | - |
| 2017 | 1 | 1 | $63,722 | $0 | - |
| Caritas Wealth Management Inc. Retirement Plan | - | 1 | $63,722 | - | - |
| 2016 | 1 | 1 | $73,719 | $0 | - |
| Caritas Wealth Management Inc. Retirement Plan | - | 1 | $73,719 | - | - |
| 2015 | 1 | 1 | $124,772 | $0 | - |
| Caritas Wealth Management Inc. Retirement Plan | - | 1 | $124,772 | - | - |
| 2014 | 1 | 1 | $204,612 | $0 | - |
| Caritas Wealth Management Inc. Retirement Plan | - | 1 | $204,612 | - | - |
| 2013 | 1 | 1 | $342,439 | $378,497 | $378,497iApproximate average salary by contribution assumption: employee only about $9,462,425 at 4% or $6,308,283 at 6%; with 50% employer match about $6,308,283 at 4% or $4,205,522 at 6%; with 100% employer match about $4,731,213 at 4% or $3,154,142 at 6%. |
| Caritas Wealth Management Inc. Retirement Plan | - | 1 | $342,439 | $378,497 | $378,497iApproximate average salary by contribution assumption: employee only about $9,462,425 at 4% or $6,308,283 at 6%; with 50% employer match about $6,308,283 at 4% or $4,205,522 at 6%; with 100% employer match about $4,731,213 at 4% or $3,154,142 at 6%. |