Civic Intelligence

Pbwm Holdings LLC

Plan context: Pbwm Holdings LLC Retirement Plan

EIN 47-2424156 • 9 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

28

2023 Assets

$5,727,817

2023 Contributions

$274,031

Historical Graphs

Total Assets Over Time

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

$6,978,156$3,489,078$0201520192022YearValue
$5,727,817Latest year 2022

Participants Over Time

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

32160201520192022YearValue
28Latest year 2022

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
202310$0$274,031-
Pbwm Holdings LLC Retirement Plan-0-$274,031-
2022128$5,727,817$482,657$17,238iApproximate average salary by contribution assumption: employee only about $430,944 at 4% or $287,296 at 6%; with 50% employer match about $287,296 at 4% or $191,531 at 6%; with 100% employer match about $215,472 at 4% or $143,648 at 6%.
Pbwm Holdings LLC Retirement Plan-28$5,727,817$482,657$17,238iApproximate average salary by contribution assumption: employee only about $430,944 at 4% or $287,296 at 6%; with 50% employer match about $287,296 at 4% or $191,531 at 6%; with 100% employer match about $215,472 at 4% or $143,648 at 6%.
2021132$6,911,693$522,506$16,328iApproximate average salary by contribution assumption: employee only about $408,208 at 4% or $272,139 at 6%; with 50% employer match about $272,139 at 4% or $181,426 at 6%; with 100% employer match about $204,104 at 4% or $136,069 at 6%.
Pbwm Holdings LLC Retirement Plan-32$6,911,693$522,506$16,328iApproximate average salary by contribution assumption: employee only about $408,208 at 4% or $272,139 at 6%; with 50% employer match about $272,139 at 4% or $181,426 at 6%; with 100% employer match about $204,104 at 4% or $136,069 at 6%.
2020128$6,978,156$829,292$29,618iApproximate average salary by contribution assumption: employee only about $740,439 at 4% or $493,626 at 6%; with 50% employer match about $493,626 at 4% or $329,084 at 6%; with 100% employer match about $370,220 at 4% or $246,813 at 6%.
Pbwm Holdings LLC Retirement Plan-28$6,978,156$829,292$29,618iApproximate average salary by contribution assumption: employee only about $740,439 at 4% or $493,626 at 6%; with 50% employer match about $493,626 at 4% or $329,084 at 6%; with 100% employer match about $370,220 at 4% or $246,813 at 6%.
2019130$5,876,951$447,559$14,919iApproximate average salary by contribution assumption: employee only about $372,966 at 4% or $248,644 at 6%; with 50% employer match about $248,644 at 4% or $165,763 at 6%; with 100% employer match about $186,483 at 4% or $124,322 at 6%.
Pbwm Holdings LLC Retirement Plan-30$5,876,951$447,559$14,919iApproximate average salary by contribution assumption: employee only about $372,966 at 4% or $248,644 at 6%; with 50% employer match about $248,644 at 4% or $165,763 at 6%; with 100% employer match about $186,483 at 4% or $124,322 at 6%.
2018131$4,478,953$411,125$13,262iApproximate average salary by contribution assumption: employee only about $331,552 at 4% or $221,035 at 6%; with 50% employer match about $221,035 at 4% or $147,357 at 6%; with 100% employer match about $165,776 at 4% or $110,517 at 6%.
Pbwm Holdings LLC Retirement Plan-31$4,478,953$411,125$13,262iApproximate average salary by contribution assumption: employee only about $331,552 at 4% or $221,035 at 6%; with 50% employer match about $221,035 at 4% or $147,357 at 6%; with 100% employer match about $165,776 at 4% or $110,517 at 6%.
2017129$4,757,134$607,583$20,951iApproximate average salary by contribution assumption: employee only about $523,778 at 4% or $349,186 at 6%; with 50% employer match about $349,186 at 4% or $232,790 at 6%; with 100% employer match about $261,889 at 4% or $174,593 at 6%.
Pbwm Holdings LLC Retirement Plan-29$4,757,134$607,583$20,951iApproximate average salary by contribution assumption: employee only about $523,778 at 4% or $349,186 at 6%; with 50% employer match about $349,186 at 4% or $232,790 at 6%; with 100% employer match about $261,889 at 4% or $174,593 at 6%.
2016128$3,697,489$1,091,695$38,989iApproximate average salary by contribution assumption: employee only about $974,728 at 4% or $649,818 at 6%; with 50% employer match about $649,818 at 4% or $433,212 at 6%; with 100% employer match about $487,364 at 4% or $324,909 at 6%.
Pbwm Holdings LLC Retirement Plan-28$3,697,489$1,091,695$38,989iApproximate average salary by contribution assumption: employee only about $974,728 at 4% or $649,818 at 6%; with 50% employer match about $649,818 at 4% or $433,212 at 6%; with 100% employer match about $487,364 at 4% or $324,909 at 6%.
2015130$2,496,789$2,772,444$92,415iApproximate average salary by contribution assumption: employee only about $2,310,370 at 4% or $1,540,247 at 6%; with 50% employer match about $1,540,247 at 4% or $1,026,831 at 6%; with 100% employer match about $1,155,185 at 4% or $770,123 at 6%.
Pbwm Holdings LLC Retirement Plan-30$2,496,789$2,772,444$92,415iApproximate average salary by contribution assumption: employee only about $2,310,370 at 4% or $1,540,247 at 6%; with 50% employer match about $1,540,247 at 4% or $1,026,831 at 6%; with 100% employer match about $1,155,185 at 4% or $770,123 at 6%.