Civic Intelligence

Pro Wealth Management LLC

Plan context: Pro Wealth Management LLC 401(K) Plan

EIN 47-3875958 • Sykesville, MD • 10 filings • 1 plans

P.O. Box 392Sykesville, MD 21784-8645
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,162,091

2024 Contributions

$83,867

Historical Graphs

Total Assets Over Time

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

$1,162,091$581,046$0201520202024YearValue
$1,162,091Latest year 2024

Participants Over Time

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

420201520202024YearValue
3Latest 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
202413$1,162,091$83,867$27,956iApproximate average salary by contribution assumption: employee only about $698,892 at 4% or $465,928 at 6%; with 50% employer match about $465,928 at 4% or $310,619 at 6%; with 100% employer match about $349,446 at 4% or $232,964 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$1,162,091$83,867$27,956iApproximate average salary by contribution assumption: employee only about $698,892 at 4% or $465,928 at 6%; with 50% employer match about $465,928 at 4% or $310,619 at 6%; with 100% employer match about $349,446 at 4% or $232,964 at 6%.
202313$932,351$78,847$26,282iApproximate average salary by contribution assumption: employee only about $657,058 at 4% or $438,039 at 6%; with 50% employer match about $438,039 at 4% or $292,026 at 6%; with 100% employer match about $328,529 at 4% or $219,019 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$932,351$78,847$26,282iApproximate average salary by contribution assumption: employee only about $657,058 at 4% or $438,039 at 6%; with 50% employer match about $438,039 at 4% or $292,026 at 6%; with 100% employer match about $328,529 at 4% or $219,019 at 6%.
202213$712,891$75,491$25,164iApproximate average salary by contribution assumption: employee only about $629,092 at 4% or $419,394 at 6%; with 50% employer match about $419,394 at 4% or $279,596 at 6%; with 100% employer match about $314,546 at 4% or $209,697 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$712,891$75,491$25,164iApproximate average salary by contribution assumption: employee only about $629,092 at 4% or $419,394 at 6%; with 50% employer match about $419,394 at 4% or $279,596 at 6%; with 100% employer match about $314,546 at 4% or $209,697 at 6%.
202113$764,447$70,598$23,533iApproximate average salary by contribution assumption: employee only about $588,317 at 4% or $392,211 at 6%; with 50% employer match about $392,211 at 4% or $261,474 at 6%; with 100% employer match about $294,158 at 4% or $196,106 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$764,447$70,598$23,533iApproximate average salary by contribution assumption: employee only about $588,317 at 4% or $392,211 at 6%; with 50% employer match about $392,211 at 4% or $261,474 at 6%; with 100% employer match about $294,158 at 4% or $196,106 at 6%.
202013$595,468$69,196$23,065iApproximate average salary by contribution assumption: employee only about $576,633 at 4% or $384,422 at 6%; with 50% employer match about $384,422 at 4% or $256,281 at 6%; with 100% employer match about $288,317 at 4% or $192,211 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$595,468$69,196$23,065iApproximate average salary by contribution assumption: employee only about $576,633 at 4% or $384,422 at 6%; with 50% employer match about $384,422 at 4% or $256,281 at 6%; with 100% employer match about $288,317 at 4% or $192,211 at 6%.
201913$449,592$61,974$20,658iApproximate average salary by contribution assumption: employee only about $516,450 at 4% or $344,300 at 6%; with 50% employer match about $344,300 at 4% or $229,533 at 6%; with 100% employer match about $258,225 at 4% or $172,150 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$449,592$61,974$20,658iApproximate average salary by contribution assumption: employee only about $516,450 at 4% or $344,300 at 6%; with 50% employer match about $344,300 at 4% or $229,533 at 6%; with 100% employer match about $258,225 at 4% or $172,150 at 6%.
201813$318,789$62,136$20,712iApproximate average salary by contribution assumption: employee only about $517,800 at 4% or $345,200 at 6%; with 50% employer match about $345,200 at 4% or $230,133 at 6%; with 100% employer match about $258,900 at 4% or $172,600 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$318,789$62,136$20,712iApproximate average salary by contribution assumption: employee only about $517,800 at 4% or $345,200 at 6%; with 50% employer match about $345,200 at 4% or $230,133 at 6%; with 100% employer match about $258,900 at 4% or $172,600 at 6%.
201714$282,905$59,699$14,925iApproximate average salary by contribution assumption: employee only about $373,119 at 4% or $248,746 at 6%; with 50% employer match about $248,746 at 4% or $165,831 at 6%; with 100% employer match about $186,559 at 4% or $124,373 at 6%.
Pro Wealth Management LLC 401(K) Plan-4$282,905$59,699$14,925iApproximate average salary by contribution assumption: employee only about $373,119 at 4% or $248,746 at 6%; with 50% employer match about $248,746 at 4% or $165,831 at 6%; with 100% employer match about $186,559 at 4% or $124,373 at 6%.
201613$197,634$64,020$21,340iApproximate average salary by contribution assumption: employee only about $533,500 at 4% or $355,667 at 6%; with 50% employer match about $355,667 at 4% or $237,111 at 6%; with 100% employer match about $266,750 at 4% or $177,833 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$197,634$64,020$21,340iApproximate average salary by contribution assumption: employee only about $533,500 at 4% or $355,667 at 6%; with 50% employer match about $355,667 at 4% or $237,111 at 6%; with 100% employer match about $266,750 at 4% or $177,833 at 6%.
201513$125,063$53,689$17,896iApproximate average salary by contribution assumption: employee only about $447,408 at 4% or $298,272 at 6%; with 50% employer match about $298,272 at 4% or $198,848 at 6%; with 100% employer match about $223,704 at 4% or $149,136 at 6%.
Pro Wealth Management LLC 401(K) Plan-3$125,063$53,689$17,896iApproximate average salary by contribution assumption: employee only about $447,408 at 4% or $298,272 at 6%; with 50% employer match about $298,272 at 4% or $198,848 at 6%; with 100% employer match about $223,704 at 4% or $149,136 at 6%.