Venturi Wealth Management LLC
Plan context: Venturi Wealth Management LLC Retirement Trust
EIN 47-4802503 • Austin, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$969,246
2024 Contributions
$182,555
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $182,555 | - |
| Venturi Wealth Management LLC Retirement Trust | - | 0 | $0 | $182,555 | - |
| 2020 | 1 | 22 | $969,246 | $347,370 | $15,790iApproximate average salary by contribution assumption: employee only about $394,739 at 4% or $263,159 at 6%; with 50% employer match about $263,159 at 4% or $175,439 at 6%; with 100% employer match about $197,369 at 4% or $131,580 at 6%. |
| Venturi Wealth Management LLC Retirement Trust | - | 22 | $969,246 | $347,370 | $15,790iApproximate average salary by contribution assumption: employee only about $394,739 at 4% or $263,159 at 6%; with 50% employer match about $263,159 at 4% or $175,439 at 6%; with 100% employer match about $197,369 at 4% or $131,580 at 6%. |
| 2019 | 1 | 16 | $564,667 | $231,851 | $14,491iApproximate average salary by contribution assumption: employee only about $362,267 at 4% or $241,511 at 6%; with 50% employer match about $241,511 at 4% or $161,008 at 6%; with 100% employer match about $181,134 at 4% or $120,756 at 6%. |
| Venturi Wealth Management LLC Retirement Trust | - | 16 | $564,667 | $231,851 | $14,491iApproximate average salary by contribution assumption: employee only about $362,267 at 4% or $241,511 at 6%; with 50% employer match about $241,511 at 4% or $161,008 at 6%; with 100% employer match about $181,134 at 4% or $120,756 at 6%. |
| 2018 | 1 | 9 | $252,457 | $209,840 | $23,316iApproximate average salary by contribution assumption: employee only about $582,889 at 4% or $388,593 at 6%; with 50% employer match about $388,593 at 4% or $259,062 at 6%; with 100% employer match about $291,444 at 4% or $194,296 at 6%. |
| Venturi Wealth Management LLC Retirement Trust | - | 9 | $252,457 | $209,840 | $23,316iApproximate average salary by contribution assumption: employee only about $582,889 at 4% or $388,593 at 6%; with 50% employer match about $388,593 at 4% or $259,062 at 6%; with 100% employer match about $291,444 at 4% or $194,296 at 6%. |
| 2017 | 1 | 7 | $110,301 | $81,301 | $11,614iApproximate average salary by contribution assumption: employee only about $290,361 at 4% or $193,574 at 6%; with 50% employer match about $193,574 at 4% or $129,049 at 6%; with 100% employer match about $145,180 at 4% or $96,787 at 6%. |
| Venturi Wealth Management LLC Retirement Trust | - | 7 | $110,301 | $81,301 | $11,614iApproximate average salary by contribution assumption: employee only about $290,361 at 4% or $193,574 at 6%; with 50% employer match about $193,574 at 4% or $129,049 at 6%; with 100% employer match about $145,180 at 4% or $96,787 at 6%. |
| 2016 | 1 | 3 | $21,662 | $28,524 | $9,508iApproximate average salary by contribution assumption: employee only about $237,700 at 4% or $158,467 at 6%; with 50% employer match about $158,467 at 4% or $105,644 at 6%; with 100% employer match about $118,850 at 4% or $79,233 at 6%. |
| Venturi Wealth Management LLC Retirement Trust | - | 3 | $21,662 | $28,524 | $9,508iApproximate average salary by contribution assumption: employee only about $237,700 at 4% or $158,467 at 6%; with 50% employer match about $158,467 at 4% or $105,644 at 6%; with 100% employer match about $118,850 at 4% or $79,233 at 6%. |