Civic Intelligence

The Sade Group Private Wealth Management LLC

Plan context: The Sade Group Private Wealth Management 401(K) Plan

EIN 47-4029686 • Stuart, FL • 9 filings • 1 plans

477 SE Riverside DriveStuart, FL 34994
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,401,398

2024 Contributions

$55,500

Historical Graphs

Total Assets Over Time

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

$1,401,398$700,699$0201620202024YearValue
$1,401,398Latest year 2024

Participants Over Time

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

420201620202024YearValue
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$1,401,398$55,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$1,401,398$55,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
202313$806,329$64,939$21,646iApproximate average salary by contribution assumption: employee only about $541,158 at 4% or $360,772 at 6%; with 50% employer match about $360,772 at 4% or $240,515 at 6%; with 100% employer match about $270,579 at 4% or $180,386 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$806,329$64,939$21,646iApproximate average salary by contribution assumption: employee only about $541,158 at 4% or $360,772 at 6%; with 50% employer match about $360,772 at 4% or $240,515 at 6%; with 100% employer match about $270,579 at 4% or $180,386 at 6%.
202213$516,090$62,081$20,694iApproximate average salary by contribution assumption: employee only about $517,342 at 4% or $344,894 at 6%; with 50% employer match about $344,894 at 4% or $229,930 at 6%; with 100% employer match about $258,671 at 4% or $172,447 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$516,090$62,081$20,694iApproximate average salary by contribution assumption: employee only about $517,342 at 4% or $344,894 at 6%; with 50% employer match about $344,894 at 4% or $229,930 at 6%; with 100% employer match about $258,671 at 4% or $172,447 at 6%.
202113$579,346$50,471$16,824iApproximate average salary by contribution assumption: employee only about $420,592 at 4% or $280,394 at 6%; with 50% employer match about $280,394 at 4% or $186,930 at 6%; with 100% employer match about $210,296 at 4% or $140,197 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$579,346$50,471$16,824iApproximate average salary by contribution assumption: employee only about $420,592 at 4% or $280,394 at 6%; with 50% employer match about $280,394 at 4% or $186,930 at 6%; with 100% employer match about $210,296 at 4% or $140,197 at 6%.
202013$459,324$51,633$17,211iApproximate average salary by contribution assumption: employee only about $430,275 at 4% or $286,850 at 6%; with 50% employer match about $286,850 at 4% or $191,233 at 6%; with 100% employer match about $215,138 at 4% or $143,425 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$459,324$51,633$17,211iApproximate average salary by contribution assumption: employee only about $430,275 at 4% or $286,850 at 6%; with 50% employer match about $286,850 at 4% or $191,233 at 6%; with 100% employer match about $215,138 at 4% or $143,425 at 6%.
201913$285,413$45,127$15,042iApproximate average salary by contribution assumption: employee only about $376,058 at 4% or $250,706 at 6%; with 50% employer match about $250,706 at 4% or $167,137 at 6%; with 100% employer match about $188,029 at 4% or $125,353 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$285,413$45,127$15,042iApproximate average salary by contribution assumption: employee only about $376,058 at 4% or $250,706 at 6%; with 50% employer match about $250,706 at 4% or $167,137 at 6%; with 100% employer match about $188,029 at 4% or $125,353 at 6%.
201814$176,582$46,322$11,581iApproximate average salary by contribution assumption: employee only about $289,513 at 4% or $193,008 at 6%; with 50% employer match about $193,008 at 4% or $128,672 at 6%; with 100% employer match about $144,756 at 4% or $96,504 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-4$176,582$46,322$11,581iApproximate average salary by contribution assumption: employee only about $289,513 at 4% or $193,008 at 6%; with 50% employer match about $193,008 at 4% or $128,672 at 6%; with 100% employer match about $144,756 at 4% or $96,504 at 6%.
201713$88,148$42,616$14,205iApproximate average salary by contribution assumption: employee only about $355,133 at 4% or $236,756 at 6%; with 50% employer match about $236,756 at 4% or $157,837 at 6%; with 100% employer match about $177,567 at 4% or $118,378 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-3$88,148$42,616$14,205iApproximate average salary by contribution assumption: employee only about $355,133 at 4% or $236,756 at 6%; with 50% employer match about $236,756 at 4% or $157,837 at 6%; with 100% employer match about $177,567 at 4% or $118,378 at 6%.
201614$39,765$39,256$9,814iApproximate average salary by contribution assumption: employee only about $245,350 at 4% or $163,567 at 6%; with 50% employer match about $163,567 at 4% or $109,044 at 6%; with 100% employer match about $122,675 at 4% or $81,783 at 6%.
The Sade Group Private Wealth Management 401(K) Plan-4$39,765$39,256$9,814iApproximate average salary by contribution assumption: employee only about $245,350 at 4% or $163,567 at 6%; with 50% employer match about $163,567 at 4% or $109,044 at 6%; with 100% employer match about $122,675 at 4% or $81,783 at 6%.