Civic Intelligence

MY WEALTH MANAGEMENT, INC

Plan context: MY WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-3371901 • Germantown, MD • 12 filings • 2 plans

12410 Milestone Center Dr Ste 175Germantown, MD 20876-7113
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$610,346

2025 Contributions

$78,515

Historical Graphs

Total Assets Over Time

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

$610,346$305,173$0201420202025YearValue
$610,346Latest year 2025

Participants Over Time

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

420201420202025YearValue
4Latest 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
202514$610,346$78,515$19,629iApproximate average salary by contribution assumption: employee only about $490,719 at 4% or $327,146 at 6%; with 50% employer match about $327,146 at 4% or $218,097 at 6%; with 100% employer match about $245,359 at 4% or $163,573 at 6%.
MY WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-4$610,346$78,515$19,629iApproximate average salary by contribution assumption: employee only about $490,719 at 4% or $327,146 at 6%; with 50% employer match about $327,146 at 4% or $218,097 at 6%; with 100% employer match about $245,359 at 4% or $163,573 at 6%.
202413$562,053$25,087$8,362iApproximate average salary by contribution assumption: employee only about $209,058 at 4% or $139,372 at 6%; with 50% employer match about $139,372 at 4% or $92,915 at 6%; with 100% employer match about $104,529 at 4% or $69,686 at 6%.
MY WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST-3$562,053$25,087$8,362iApproximate average salary by contribution assumption: employee only about $209,058 at 4% or $139,372 at 6%; with 50% employer match about $139,372 at 4% or $92,915 at 6%; with 100% employer match about $104,529 at 4% or $69,686 at 6%.
202313$566,645$225,345$75,115iApproximate average salary by contribution assumption: employee only about $1,877,875 at 4% or $1,251,917 at 6%; with 50% employer match about $1,251,917 at 4% or $834,611 at 6%; with 100% employer match about $938,938 at 4% or $625,958 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$566,645$225,345$75,115iApproximate average salary by contribution assumption: employee only about $1,877,875 at 4% or $1,251,917 at 6%; with 50% employer match about $1,251,917 at 4% or $834,611 at 6%; with 100% employer match about $938,938 at 4% or $625,958 at 6%.
202213$341,300$57,996$19,332iApproximate average salary by contribution assumption: employee only about $483,300 at 4% or $322,200 at 6%; with 50% employer match about $322,200 at 4% or $214,800 at 6%; with 100% employer match about $241,650 at 4% or $161,100 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$341,300$57,996$19,332iApproximate average salary by contribution assumption: employee only about $483,300 at 4% or $322,200 at 6%; with 50% employer match about $322,200 at 4% or $214,800 at 6%; with 100% employer match about $241,650 at 4% or $161,100 at 6%.
202113$227,086-$154,678-
MY WEALTH MANAGEMENT 401(K)-3$227,086-$154,678-
202013$381,764$64,392$21,464iApproximate average salary by contribution assumption: employee only about $536,600 at 4% or $357,733 at 6%; with 50% employer match about $357,733 at 4% or $238,489 at 6%; with 100% employer match about $268,300 at 4% or $178,867 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$381,764$64,392$21,464iApproximate average salary by contribution assumption: employee only about $536,600 at 4% or $357,733 at 6%; with 50% employer match about $357,733 at 4% or $238,489 at 6%; with 100% employer match about $268,300 at 4% or $178,867 at 6%.
201913$300,617$53,695$17,898iApproximate average salary by contribution assumption: employee only about $447,458 at 4% or $298,306 at 6%; with 50% employer match about $298,306 at 4% or $198,870 at 6%; with 100% employer match about $223,729 at 4% or $149,153 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$300,617$53,695$17,898iApproximate average salary by contribution assumption: employee only about $447,458 at 4% or $298,306 at 6%; with 50% employer match about $298,306 at 4% or $198,870 at 6%; with 100% employer match about $223,729 at 4% or $149,153 at 6%.
201813$388,571$59,406$19,802iApproximate average salary by contribution assumption: employee only about $495,050 at 4% or $330,033 at 6%; with 50% employer match about $330,033 at 4% or $220,022 at 6%; with 100% employer match about $247,525 at 4% or $165,017 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$388,571$59,406$19,802iApproximate average salary by contribution assumption: employee only about $495,050 at 4% or $330,033 at 6%; with 50% employer match about $330,033 at 4% or $220,022 at 6%; with 100% employer match about $247,525 at 4% or $165,017 at 6%.
201713$355,480$52,906$17,635iApproximate average salary by contribution assumption: employee only about $440,883 at 4% or $293,922 at 6%; with 50% employer match about $293,922 at 4% or $195,948 at 6%; with 100% employer match about $220,442 at 4% or $146,961 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$355,480$52,906$17,635iApproximate average salary by contribution assumption: employee only about $440,883 at 4% or $293,922 at 6%; with 50% employer match about $293,922 at 4% or $195,948 at 6%; with 100% employer match about $220,442 at 4% or $146,961 at 6%.
201613$299,762$54,194$18,065iApproximate average salary by contribution assumption: employee only about $451,617 at 4% or $301,078 at 6%; with 50% employer match about $301,078 at 4% or $200,719 at 6%; with 100% employer match about $225,808 at 4% or $150,539 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$299,762$54,194$18,065iApproximate average salary by contribution assumption: employee only about $451,617 at 4% or $301,078 at 6%; with 50% employer match about $301,078 at 4% or $200,719 at 6%; with 100% employer match about $225,808 at 4% or $150,539 at 6%.
201513$193,354$64,231$21,410iApproximate average salary by contribution assumption: employee only about $535,258 at 4% or $356,839 at 6%; with 50% employer match about $356,839 at 4% or $237,893 at 6%; with 100% employer match about $267,629 at 4% or $178,419 at 6%.
MY WEALTH MANAGEMENT 401(K)-3$193,354$64,231$21,410iApproximate average salary by contribution assumption: employee only about $535,258 at 4% or $356,839 at 6%; with 50% employer match about $356,839 at 4% or $237,893 at 6%; with 100% employer match about $267,629 at 4% or $178,419 at 6%.
201414$268,378$276,799$69,200iApproximate average salary by contribution assumption: employee only about $1,729,994 at 4% or $1,153,329 at 6%; with 50% employer match about $1,153,329 at 4% or $768,886 at 6%; with 100% employer match about $864,997 at 4% or $576,665 at 6%.
MY WEALTH MANAGEMENT 401(K)-4$268,378$276,799$69,200iApproximate average salary by contribution assumption: employee only about $1,729,994 at 4% or $1,153,329 at 6%; with 50% employer match about $1,153,329 at 4% or $768,886 at 6%; with 100% employer match about $864,997 at 4% or $576,665 at 6%.