Civic Intelligence

Scott Wealth Management LLC

Plan context: Scott Wealth Management 401K Plan

EIN 54-2082315 • Bedminster, NJ • 15 filings • 2 plans

415 Main StBedminster, NJ 07921
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,130,677

2025 Contributions

$170,037

Historical Graphs

Total Assets Over Time

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

$4,130,677$2,065,339$0201120182025YearValue
$4,130,677Latest year 2025

Participants Over Time

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

630201120182025YearValue
5Latest year 2025

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
202515$4,130,677$170,037$34,007iApproximate average salary by contribution assumption: employee only about $850,185 at 4% or $566,790 at 6%; with 50% employer match about $566,790 at 4% or $377,860 at 6%; with 100% employer match about $425,093 at 4% or $283,395 at 6%.
Scott Wealth Management 401K Plan-5$4,130,677$170,037$34,007iApproximate average salary by contribution assumption: employee only about $850,185 at 4% or $566,790 at 6%; with 50% employer match about $566,790 at 4% or $377,860 at 6%; with 100% employer match about $425,093 at 4% or $283,395 at 6%.
202415$3,349,966$161,537$32,307iApproximate average salary by contribution assumption: employee only about $807,685 at 4% or $538,457 at 6%; with 50% employer match about $538,457 at 4% or $358,971 at 6%; with 100% employer match about $403,843 at 4% or $269,228 at 6%.
Scott Wealth Management 401K Plan-5$3,349,966$161,537$32,307iApproximate average salary by contribution assumption: employee only about $807,685 at 4% or $538,457 at 6%; with 50% employer match about $538,457 at 4% or $358,971 at 6%; with 100% employer match about $403,843 at 4% or $269,228 at 6%.
202315$2,758,533$150,339$30,068iApproximate average salary by contribution assumption: employee only about $751,695 at 4% or $501,130 at 6%; with 50% employer match about $501,130 at 4% or $334,087 at 6%; with 100% employer match about $375,848 at 4% or $250,565 at 6%.
Scott Wealth Management 401K Plan-5$2,758,533$150,339$30,068iApproximate average salary by contribution assumption: employee only about $751,695 at 4% or $501,130 at 6%; with 50% employer match about $501,130 at 4% or $334,087 at 6%; with 100% employer match about $375,848 at 4% or $250,565 at 6%.
202215$2,209,995$141,687$28,337iApproximate average salary by contribution assumption: employee only about $708,435 at 4% or $472,290 at 6%; with 50% employer match about $472,290 at 4% or $314,860 at 6%; with 100% employer match about $354,218 at 4% or $236,145 at 6%.
Scott Wealth Management 401K Plan-5$2,209,995$141,687$28,337iApproximate average salary by contribution assumption: employee only about $708,435 at 4% or $472,290 at 6%; with 50% employer match about $472,290 at 4% or $314,860 at 6%; with 100% employer match about $354,218 at 4% or $236,145 at 6%.
202115$2,437,097$139,216$27,843iApproximate average salary by contribution assumption: employee only about $696,080 at 4% or $464,053 at 6%; with 50% employer match about $464,053 at 4% or $309,369 at 6%; with 100% employer match about $348,040 at 4% or $232,027 at 6%.
Scott Wealth Management 401K Plan-5$2,437,097$139,216$27,843iApproximate average salary by contribution assumption: employee only about $696,080 at 4% or $464,053 at 6%; with 50% employer match about $464,053 at 4% or $309,369 at 6%; with 100% employer match about $348,040 at 4% or $232,027 at 6%.
202015$1,987,710$133,208$26,642iApproximate average salary by contribution assumption: employee only about $666,040 at 4% or $444,027 at 6%; with 50% employer match about $444,027 at 4% or $296,018 at 6%; with 100% employer match about $333,020 at 4% or $222,013 at 6%.
Scott Wealth Management 401K Plan-5$1,987,710$133,208$26,642iApproximate average salary by contribution assumption: employee only about $666,040 at 4% or $444,027 at 6%; with 50% employer match about $444,027 at 4% or $296,018 at 6%; with 100% employer match about $333,020 at 4% or $222,013 at 6%.
201915$1,557,104$127,990$25,598iApproximate average salary by contribution assumption: employee only about $639,950 at 4% or $426,633 at 6%; with 50% employer match about $426,633 at 4% or $284,422 at 6%; with 100% employer match about $319,975 at 4% or $213,317 at 6%.
Scott Wealth Management 401K Plan-5$1,557,104$127,990$25,598iApproximate average salary by contribution assumption: employee only about $639,950 at 4% or $426,633 at 6%; with 50% employer match about $426,633 at 4% or $284,422 at 6%; with 100% employer match about $319,975 at 4% or $213,317 at 6%.
201815$1,105,938$123,128$24,626iApproximate average salary by contribution assumption: employee only about $615,640 at 4% or $410,427 at 6%; with 50% employer match about $410,427 at 4% or $273,618 at 6%; with 100% employer match about $307,820 at 4% or $205,213 at 6%.
Scott Wealth Management 401K Plan-5$1,105,938$123,128$24,626iApproximate average salary by contribution assumption: employee only about $615,640 at 4% or $410,427 at 6%; with 50% employer match about $410,427 at 4% or $273,618 at 6%; with 100% employer match about $307,820 at 4% or $205,213 at 6%.
201715$1,101,752$120,370$24,074iApproximate average salary by contribution assumption: employee only about $601,850 at 4% or $401,233 at 6%; with 50% employer match about $401,233 at 4% or $267,489 at 6%; with 100% employer match about $300,925 at 4% or $200,617 at 6%.
Scott Wealth Management 401K Plan-5$1,101,752$120,370$24,074iApproximate average salary by contribution assumption: employee only about $601,850 at 4% or $401,233 at 6%; with 50% employer match about $401,233 at 4% or $267,489 at 6%; with 100% employer match about $300,925 at 4% or $200,617 at 6%.
201615$815,331$84,597$16,919iApproximate average salary by contribution assumption: employee only about $422,985 at 4% or $281,990 at 6%; with 50% employer match about $281,990 at 4% or $187,993 at 6%; with 100% employer match about $211,493 at 4% or $140,995 at 6%.
Scott Wealth Management 401K Plan-5$815,331$84,597$16,919iApproximate average salary by contribution assumption: employee only about $422,985 at 4% or $281,990 at 6%; with 50% employer match about $281,990 at 4% or $187,993 at 6%; with 100% employer match about $211,493 at 4% or $140,995 at 6%.
201516$704,386$87,642$14,607iApproximate average salary by contribution assumption: employee only about $365,175 at 4% or $243,450 at 6%; with 50% employer match about $243,450 at 4% or $162,300 at 6%; with 100% employer match about $182,588 at 4% or $121,725 at 6%.
Scott Wealth Management 401K Plan-6$704,386$87,642$14,607iApproximate average salary by contribution assumption: employee only about $365,175 at 4% or $243,450 at 6%; with 50% employer match about $243,450 at 4% or $162,300 at 6%; with 100% employer match about $182,588 at 4% or $121,725 at 6%.
201416$653,537$78,596$13,099iApproximate average salary by contribution assumption: employee only about $327,483 at 4% or $218,322 at 6%; with 50% employer match about $218,322 at 4% or $145,548 at 6%; with 100% employer match about $163,742 at 4% or $109,161 at 6%.
Scott Wealth Management 401K Plan-6$653,537$78,596$13,099iApproximate average salary by contribution assumption: employee only about $327,483 at 4% or $218,322 at 6%; with 50% employer match about $218,322 at 4% or $145,548 at 6%; with 100% employer match about $163,742 at 4% or $109,161 at 6%.
201315$558,896$67,001$13,400iApproximate average salary by contribution assumption: employee only about $335,005 at 4% or $223,337 at 6%; with 50% employer match about $223,337 at 4% or $148,891 at 6%; with 100% employer match about $167,503 at 4% or $111,668 at 6%.
Scott Wealth Management 401K Plan-5$558,896$67,001$13,400iApproximate average salary by contribution assumption: employee only about $335,005 at 4% or $223,337 at 6%; with 50% employer match about $223,337 at 4% or $148,891 at 6%; with 100% employer match about $167,503 at 4% or $111,668 at 6%.
201215$395,781$58,900$11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%.
Scott Wealth Management 401K Plan-5$395,781$58,900$11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%.
201115$296,345$54,796$10,959iApproximate average salary by contribution assumption: employee only about $273,980 at 4% or $182,653 at 6%; with 50% employer match about $182,653 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,327 at 6%.
Scott Wealth Management 401K Plan-5$296,345$54,796$10,959iApproximate average salary by contribution assumption: employee only about $273,980 at 4% or $182,653 at 6%; with 50% employer match about $182,653 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,327 at 6%.