Civic Intelligence

Ferguson Private Wealth Management

Plan context: Ferguson Private Wealth Management 401(K) Plan

EIN 47-2865835 • Lansdowne, VA • 10 filings • 1 plans

44084 Riverside Pkwy, Suite 120Lansdowne, VA 20176
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,038,297

2024 Contributions

$81,010

Historical Graphs

Total Assets Over Time

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

$1,038,297$519,149$0201520202024YearValue
$1,038,297Latest year 2024

Participants Over Time

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

210201520202024YearValue
2Latest 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
202412$1,038,297$81,010$40,505iApproximate average salary by contribution assumption: employee only about $1,012,625 at 4% or $675,083 at 6%; with 50% employer match about $675,083 at 4% or $450,056 at 6%; with 100% employer match about $506,313 at 4% or $337,542 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$1,038,297$81,010$40,505iApproximate average salary by contribution assumption: employee only about $1,012,625 at 4% or $675,083 at 6%; with 50% employer match about $675,083 at 4% or $450,056 at 6%; with 100% employer match about $506,313 at 4% or $337,542 at 6%.
202312$800,508$77,642$38,821iApproximate average salary by contribution assumption: employee only about $970,525 at 4% or $647,017 at 6%; with 50% employer match about $647,017 at 4% or $431,344 at 6%; with 100% employer match about $485,263 at 4% or $323,508 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$800,508$77,642$38,821iApproximate average salary by contribution assumption: employee only about $970,525 at 4% or $647,017 at 6%; with 50% employer match about $647,017 at 4% or $431,344 at 6%; with 100% employer match about $485,263 at 4% or $323,508 at 6%.
202212$595,229$71,694$35,847iApproximate average salary by contribution assumption: employee only about $896,175 at 4% or $597,450 at 6%; with 50% employer match about $597,450 at 4% or $398,300 at 6%; with 100% employer match about $448,088 at 4% or $298,725 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$595,229$71,694$35,847iApproximate average salary by contribution assumption: employee only about $896,175 at 4% or $597,450 at 6%; with 50% employer match about $597,450 at 4% or $398,300 at 6%; with 100% employer match about $448,088 at 4% or $298,725 at 6%.
202112$629,960$68,529$34,265iApproximate average salary by contribution assumption: employee only about $856,613 at 4% or $571,075 at 6%; with 50% employer match about $571,075 at 4% or $380,717 at 6%; with 100% employer match about $428,306 at 4% or $285,538 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$629,960$68,529$34,265iApproximate average salary by contribution assumption: employee only about $856,613 at 4% or $571,075 at 6%; with 50% employer match about $571,075 at 4% or $380,717 at 6%; with 100% employer match about $428,306 at 4% or $285,538 at 6%.
202012$472,736$69,639$34,820iApproximate average salary by contribution assumption: employee only about $870,488 at 4% or $580,325 at 6%; with 50% employer match about $580,325 at 4% or $386,883 at 6%; with 100% employer match about $435,244 at 4% or $290,163 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$472,736$69,639$34,820iApproximate average salary by contribution assumption: employee only about $870,488 at 4% or $580,325 at 6%; with 50% employer match about $580,325 at 4% or $386,883 at 6%; with 100% employer match about $435,244 at 4% or $290,163 at 6%.
201912$345,130$69,493$34,747iApproximate average salary by contribution assumption: employee only about $868,663 at 4% or $579,108 at 6%; with 50% employer match about $579,108 at 4% or $386,072 at 6%; with 100% employer match about $434,331 at 4% or $289,554 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$345,130$69,493$34,747iApproximate average salary by contribution assumption: employee only about $868,663 at 4% or $579,108 at 6%; with 50% employer match about $579,108 at 4% or $386,072 at 6%; with 100% employer match about $434,331 at 4% or $289,554 at 6%.
201811$229,919$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Ferguson Private Wealth Management 401(K) Plan-1$229,919$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201712$226,402$69,608$34,804iApproximate average salary by contribution assumption: employee only about $870,100 at 4% or $580,067 at 6%; with 50% employer match about $580,067 at 4% or $386,711 at 6%; with 100% employer match about $435,050 at 4% or $290,033 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$226,402$69,608$34,804iApproximate average salary by contribution assumption: employee only about $870,100 at 4% or $580,067 at 6%; with 50% employer match about $580,067 at 4% or $386,711 at 6%; with 100% employer match about $435,050 at 4% or $290,033 at 6%.
201612$140,896$77,407$38,704iApproximate average salary by contribution assumption: employee only about $967,588 at 4% or $645,058 at 6%; with 50% employer match about $645,058 at 4% or $430,039 at 6%; with 100% employer match about $483,794 at 4% or $322,529 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$140,896$77,407$38,704iApproximate average salary by contribution assumption: employee only about $967,588 at 4% or $645,058 at 6%; with 50% employer match about $645,058 at 4% or $430,039 at 6%; with 100% employer match about $483,794 at 4% or $322,529 at 6%.
201512$61,396$61,517$30,759iApproximate average salary by contribution assumption: employee only about $768,963 at 4% or $512,642 at 6%; with 50% employer match about $512,642 at 4% or $341,761 at 6%; with 100% employer match about $384,481 at 4% or $256,321 at 6%.
Ferguson Private Wealth Management 401(K) Plan-2$61,396$61,517$30,759iApproximate average salary by contribution assumption: employee only about $768,963 at 4% or $512,642 at 6%; with 50% employer match about $512,642 at 4% or $341,761 at 6%; with 100% employer match about $384,481 at 4% or $256,321 at 6%.