Civic Intelligence

Partnership Wealth Management LLC

Plan context: Partnership Wealth Management 401K Plan

EIN 51-0552488 • Towson, MD • 14 filings • 1 plans

606 E Joppa RoadTowson, MD 21286
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$848,015

2024 Contributions

$100,952

Historical Graphs

Total Assets Over Time

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

$848,015$424,008$0201120182024YearValue
$848,015Latest year 2024

Participants Over Time

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

420201120182024YearValue
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$848,015$100,952$33,651iApproximate average salary by contribution assumption: employee only about $841,267 at 4% or $560,844 at 6%; with 50% employer match about $560,844 at 4% or $373,896 at 6%; with 100% employer match about $420,633 at 4% or $280,422 at 6%.
Partnership Wealth Management 401K Plan-3$848,015$100,952$33,651iApproximate average salary by contribution assumption: employee only about $841,267 at 4% or $560,844 at 6%; with 50% employer match about $560,844 at 4% or $373,896 at 6%; with 100% employer match about $420,633 at 4% or $280,422 at 6%.
202314$825,671$137,416$34,354iApproximate average salary by contribution assumption: employee only about $858,850 at 4% or $572,567 at 6%; with 50% employer match about $572,567 at 4% or $381,711 at 6%; with 100% employer match about $429,425 at 4% or $286,283 at 6%.
Partnership Wealth Management 401K Plan-4$825,671$137,416$34,354iApproximate average salary by contribution assumption: employee only about $858,850 at 4% or $572,567 at 6%; with 50% employer match about $572,567 at 4% or $381,711 at 6%; with 100% employer match about $429,425 at 4% or $286,283 at 6%.
202214$640,980$112,908$28,227iApproximate average salary by contribution assumption: employee only about $705,675 at 4% or $470,450 at 6%; with 50% employer match about $470,450 at 4% or $313,633 at 6%; with 100% employer match about $352,838 at 4% or $235,225 at 6%.
Partnership Wealth Management 401K Plan-4$640,980$112,908$28,227iApproximate average salary by contribution assumption: employee only about $705,675 at 4% or $470,450 at 6%; with 50% employer match about $470,450 at 4% or $313,633 at 6%; with 100% employer match about $352,838 at 4% or $235,225 at 6%.
202112$453,899$76,200$38,100iApproximate average salary by contribution assumption: employee only about $952,500 at 4% or $635,000 at 6%; with 50% employer match about $635,000 at 4% or $423,333 at 6%; with 100% employer match about $476,250 at 4% or $317,500 at 6%.
Partnership Wealth Management 401K Plan-2$453,899$76,200$38,100iApproximate average salary by contribution assumption: employee only about $952,500 at 4% or $635,000 at 6%; with 50% employer match about $635,000 at 4% or $423,333 at 6%; with 100% employer match about $476,250 at 4% or $317,500 at 6%.
202012$332,771$65,362$32,681iApproximate average salary by contribution assumption: employee only about $817,025 at 4% or $544,683 at 6%; with 50% employer match about $544,683 at 4% or $363,122 at 6%; with 100% employer match about $408,513 at 4% or $272,342 at 6%.
Partnership Wealth Management 401K Plan-2$332,771$65,362$32,681iApproximate average salary by contribution assumption: employee only about $817,025 at 4% or $544,683 at 6%; with 50% employer match about $544,683 at 4% or $363,122 at 6%; with 100% employer match about $408,513 at 4% or $272,342 at 6%.
201912$172,361$30,023$15,012iApproximate average salary by contribution assumption: employee only about $375,288 at 4% or $250,192 at 6%; with 50% employer match about $250,192 at 4% or $166,794 at 6%; with 100% employer match about $187,644 at 4% or $125,096 at 6%.
Partnership Wealth Management 401K Plan-2$172,361$30,023$15,012iApproximate average salary by contribution assumption: employee only about $375,288 at 4% or $250,192 at 6%; with 50% employer match about $250,192 at 4% or $166,794 at 6%; with 100% employer match about $187,644 at 4% or $125,096 at 6%.
201812$135,027$19,840$9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%.
Partnership Wealth Management 401K Plan-2$135,027$19,840$9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%.
201711$132,921$13,600$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
Partnership Wealth Management 401K Plan-1$132,921$13,600$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
201612$104,579$14,433$7,217iApproximate average salary by contribution assumption: employee only about $180,413 at 4% or $120,275 at 6%; with 50% employer match about $120,275 at 4% or $80,183 at 6%; with 100% employer match about $90,206 at 4% or $60,138 at 6%.
Partnership Wealth Management 401K Plan-2$104,579$14,433$7,217iApproximate average salary by contribution assumption: employee only about $180,413 at 4% or $120,275 at 6%; with 50% employer match about $120,275 at 4% or $80,183 at 6%; with 100% employer match about $90,206 at 4% or $60,138 at 6%.
201511$97,924$18,128$18,128iApproximate average salary by contribution assumption: employee only about $453,200 at 4% or $302,133 at 6%; with 50% employer match about $302,133 at 4% or $201,422 at 6%; with 100% employer match about $226,600 at 4% or $151,067 at 6%.
Partnership Wealth Management 401K Plan-1$97,924$18,128$18,128iApproximate average salary by contribution assumption: employee only about $453,200 at 4% or $302,133 at 6%; with 50% employer match about $302,133 at 4% or $201,422 at 6%; with 100% employer match about $226,600 at 4% or $151,067 at 6%.
201411$75,911$0-
Partnership Wealth Management 401K Plan-1$75,911--
201311$75,786$0-
Partnership Wealth Management 401K Plan-1$75,786--
201211$44,019$0-
Partnership Wealth Management 401K Plan-1$44,019--
201112$77,552$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Partnership Wealth Management 401K Plan-2$77,552$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.