Civic Intelligence

Ferrell Wealth Management Inc.

Plan context: Ferrell Wealth Management Inc.401(K) Savings Plan

EIN 59-3369118 • Winter Park, FL • 13 filings • 4 plans

1400 West Fairbanks AvenueSuite 202Winter Park, FL 32789
Current Snapshot

Latest Year

2019

2019 Participants

19

2019 Assets

$1,882,938

2019 Contributions

$141,417

Historical Graphs

Total Assets Over Time

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

$1,943,284$971,642$0200820142019YearValue
$1,882,938Latest year 2019

Participants Over Time

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

19100200720132019YearValue
19Latest year 2019

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
2019119$1,882,938$141,417$7,443iApproximate average salary by contribution assumption: employee only about $186,075 at 4% or $124,050 at 6%; with 50% employer match about $124,050 at 4% or $82,700 at 6%; with 100% employer match about $93,038 at 4% or $62,025 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-19$1,882,938$141,417$7,443iApproximate average salary by contribution assumption: employee only about $186,075 at 4% or $124,050 at 6%; with 50% employer match about $124,050 at 4% or $82,700 at 6%; with 100% employer match about $93,038 at 4% or $62,025 at 6%.
2018117$1,672,963$143,888$8,464iApproximate average salary by contribution assumption: employee only about $211,600 at 4% or $141,067 at 6%; with 50% employer match about $141,067 at 4% or $94,044 at 6%; with 100% employer match about $105,800 at 4% or $70,533 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-17$1,672,963$143,888$8,464iApproximate average salary by contribution assumption: employee only about $211,600 at 4% or $141,067 at 6%; with 50% employer match about $141,067 at 4% or $94,044 at 6%; with 100% employer match about $105,800 at 4% or $70,533 at 6%.
2017116$1,943,284$89,868$5,617iApproximate average salary by contribution assumption: employee only about $140,419 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,408 at 6%; with 100% employer match about $70,209 at 4% or $46,806 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-16$1,943,284$89,868$5,617iApproximate average salary by contribution assumption: employee only about $140,419 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,408 at 6%; with 100% employer match about $70,209 at 4% or $46,806 at 6%.
2016113$1,341,631$77,789$5,984iApproximate average salary by contribution assumption: employee only about $149,594 at 4% or $99,729 at 6%; with 50% employer match about $99,729 at 4% or $66,486 at 6%; with 100% employer match about $74,797 at 4% or $49,865 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-13$1,341,631$77,789$5,984iApproximate average salary by contribution assumption: employee only about $149,594 at 4% or $99,729 at 6%; with 50% employer match about $99,729 at 4% or $66,486 at 6%; with 100% employer match about $74,797 at 4% or $49,865 at 6%.
2015114$1,303,285$67,142$4,796iApproximate average salary by contribution assumption: employee only about $119,896 at 4% or $79,931 at 6%; with 50% employer match about $79,931 at 4% or $53,287 at 6%; with 100% employer match about $59,948 at 4% or $39,965 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-14$1,303,285$67,142$4,796iApproximate average salary by contribution assumption: employee only about $119,896 at 4% or $79,931 at 6%; with 50% employer match about $79,931 at 4% or $53,287 at 6%; with 100% employer match about $59,948 at 4% or $39,965 at 6%.
2014112$1,349,833$414,615$34,551iApproximate average salary by contribution assumption: employee only about $863,781 at 4% or $575,854 at 6%; with 50% employer match about $575,854 at 4% or $383,903 at 6%; with 100% employer match about $431,891 at 4% or $287,927 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-12$1,349,833$414,615$34,551iApproximate average salary by contribution assumption: employee only about $863,781 at 4% or $575,854 at 6%; with 50% employer match about $575,854 at 4% or $383,903 at 6%; with 100% employer match about $431,891 at 4% or $287,927 at 6%.
2013110$875,389$58,743$5,874iApproximate average salary by contribution assumption: employee only about $146,858 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,429 at 4% or $48,953 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-10$875,389$58,743$5,874iApproximate average salary by contribution assumption: employee only about $146,858 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,429 at 4% or $48,953 at 6%.
201218$683,525$42,675$5,334iApproximate average salary by contribution assumption: employee only about $133,359 at 4% or $88,906 at 6%; with 50% employer match about $88,906 at 4% or $59,271 at 6%; with 100% employer match about $66,680 at 4% or $44,453 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-8$683,525$42,675$5,334iApproximate average salary by contribution assumption: employee only about $133,359 at 4% or $88,906 at 6%; with 50% employer match about $88,906 at 4% or $59,271 at 6%; with 100% employer match about $66,680 at 4% or $44,453 at 6%.
201114$597,263$45,693$11,423iApproximate average salary by contribution assumption: employee only about $285,581 at 4% or $190,388 at 6%; with 50% employer match about $190,388 at 4% or $126,925 at 6%; with 100% employer match about $142,791 at 4% or $95,194 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-4$597,263$45,693$11,423iApproximate average salary by contribution assumption: employee only about $285,581 at 4% or $190,388 at 6%; with 50% employer match about $190,388 at 4% or $126,925 at 6%; with 100% employer match about $142,791 at 4% or $95,194 at 6%.
201015$581,833$18,284$3,657iApproximate average salary by contribution assumption: employee only about $91,420 at 4% or $60,947 at 6%; with 50% employer match about $60,947 at 4% or $40,631 at 6%; with 100% employer match about $45,710 at 4% or $30,473 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-5$581,833$18,284$3,657iApproximate average salary by contribution assumption: employee only about $91,420 at 4% or $60,947 at 6%; with 50% employer match about $60,947 at 4% or $40,631 at 6%; with 100% employer match about $45,710 at 4% or $30,473 at 6%.
200915$560,943$22,381$4,476iApproximate average salary by contribution assumption: employee only about $111,905 at 4% or $74,603 at 6%; with 50% employer match about $74,603 at 4% or $49,736 at 6%; with 100% employer match about $55,953 at 4% or $37,302 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-5$560,943$22,381$4,476iApproximate average salary by contribution assumption: employee only about $111,905 at 4% or $74,603 at 6%; with 50% employer match about $74,603 at 4% or $49,736 at 6%; with 100% employer match about $55,953 at 4% or $37,302 at 6%.
200818$448,519$69,451$8,681iApproximate average salary by contribution assumption: employee only about $217,034 at 4% or $144,690 at 6%; with 50% employer match about $144,690 at 4% or $96,460 at 6%; with 100% employer match about $108,517 at 4% or $72,345 at 6%.
Ferrell Wealth Management Inc.401(K) Savings Plan-8$448,519$69,451$8,681iApproximate average salary by contribution assumption: employee only about $217,034 at 4% or $144,690 at 6%; with 50% employer match about $144,690 at 4% or $96,460 at 6%; with 100% employer match about $108,517 at 4% or $72,345 at 6%.
200717$0$0-
Ferrell Wealth Management Inc.401(K) Savings Plan-7---