Civic Intelligence

BENCHMARK WEALTH MANAGEMENT, LLC

Plan context: BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 64-0963896 • Old Lyme, CT • 14 filings • 1 plans

83 Halls Road, Suite 201Old Lyme, CT 06371
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,060,653

2024 Contributions

$130,511

Historical Graphs

Total Assets Over Time

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

$2,060,653$1,030,327$0201120172023YearValue
$2,060,653Latest year 2023

Participants Over Time

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

530201120172023YearValue
4Latest year 2023

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
202410$0$130,511-
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-0$0$130,511-
202314$2,060,653$181,400$45,350iApproximate average salary by contribution assumption: employee only about $1,133,750 at 4% or $755,833 at 6%; with 50% employer match about $755,833 at 4% or $503,889 at 6%; with 100% employer match about $566,875 at 4% or $377,917 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$2,060,653$181,400$45,350iApproximate average salary by contribution assumption: employee only about $1,133,750 at 4% or $755,833 at 6%; with 50% employer match about $755,833 at 4% or $503,889 at 6%; with 100% employer match about $566,875 at 4% or $377,917 at 6%.
202214$1,598,722$167,096$41,774iApproximate average salary by contribution assumption: employee only about $1,044,350 at 4% or $696,233 at 6%; with 50% employer match about $696,233 at 4% or $464,156 at 6%; with 100% employer match about $522,175 at 4% or $348,117 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$1,598,722$167,096$41,774iApproximate average salary by contribution assumption: employee only about $1,044,350 at 4% or $696,233 at 6%; with 50% employer match about $696,233 at 4% or $464,156 at 6%; with 100% employer match about $522,175 at 4% or $348,117 at 6%.
202114$1,658,573$501,762$125,441iApproximate average salary by contribution assumption: employee only about $3,136,013 at 4% or $2,090,675 at 6%; with 50% employer match about $2,090,675 at 4% or $1,393,783 at 6%; with 100% employer match about $1,568,006 at 4% or $1,045,338 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$1,658,573$501,762$125,441iApproximate average salary by contribution assumption: employee only about $3,136,013 at 4% or $2,090,675 at 6%; with 50% employer match about $2,090,675 at 4% or $1,393,783 at 6%; with 100% employer match about $1,568,006 at 4% or $1,045,338 at 6%.
202014$963,872$269,669$67,417iApproximate average salary by contribution assumption: employee only about $1,685,431 at 4% or $1,123,621 at 6%; with 50% employer match about $1,123,621 at 4% or $749,081 at 6%; with 100% employer match about $842,716 at 4% or $561,810 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$963,872$269,669$67,417iApproximate average salary by contribution assumption: employee only about $1,685,431 at 4% or $1,123,621 at 6%; with 50% employer match about $1,123,621 at 4% or $749,081 at 6%; with 100% employer match about $842,716 at 4% or $561,810 at 6%.
201914$597,846$103,769$25,942iApproximate average salary by contribution assumption: employee only about $648,556 at 4% or $432,371 at 6%; with 50% employer match about $432,371 at 4% or $288,247 at 6%; with 100% employer match about $324,278 at 4% or $216,185 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$597,846$103,769$25,942iApproximate average salary by contribution assumption: employee only about $648,556 at 4% or $432,371 at 6%; with 50% employer match about $432,371 at 4% or $288,247 at 6%; with 100% employer match about $324,278 at 4% or $216,185 at 6%.
201814$599,178$126,829$31,707iApproximate average salary by contribution assumption: employee only about $792,681 at 4% or $528,454 at 6%; with 50% employer match about $528,454 at 4% or $352,303 at 6%; with 100% employer match about $396,341 at 4% or $264,227 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$599,178$126,829$31,707iApproximate average salary by contribution assumption: employee only about $792,681 at 4% or $528,454 at 6%; with 50% employer match about $528,454 at 4% or $352,303 at 6%; with 100% employer match about $396,341 at 4% or $264,227 at 6%.
201715$581,154$92,729$18,546iApproximate average salary by contribution assumption: employee only about $463,645 at 4% or $309,097 at 6%; with 50% employer match about $309,097 at 4% or $206,064 at 6%; with 100% employer match about $231,823 at 4% or $154,548 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-5$581,154$92,729$18,546iApproximate average salary by contribution assumption: employee only about $463,645 at 4% or $309,097 at 6%; with 50% employer match about $309,097 at 4% or $206,064 at 6%; with 100% employer match about $231,823 at 4% or $154,548 at 6%.
201613$424,735$73,415$24,472iApproximate average salary by contribution assumption: employee only about $611,792 at 4% or $407,861 at 6%; with 50% employer match about $407,861 at 4% or $271,907 at 6%; with 100% employer match about $305,896 at 4% or $203,931 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-3$424,735$73,415$24,472iApproximate average salary by contribution assumption: employee only about $611,792 at 4% or $407,861 at 6%; with 50% employer match about $407,861 at 4% or $271,907 at 6%; with 100% employer match about $305,896 at 4% or $203,931 at 6%.
201513$318,880$73,409$24,470iApproximate average salary by contribution assumption: employee only about $611,742 at 4% or $407,828 at 6%; with 50% employer match about $407,828 at 4% or $271,885 at 6%; with 100% employer match about $305,871 at 4% or $203,914 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-3$318,880$73,409$24,470iApproximate average salary by contribution assumption: employee only about $611,742 at 4% or $407,828 at 6%; with 50% employer match about $407,828 at 4% or $271,885 at 6%; with 100% employer match about $305,871 at 4% or $203,914 at 6%.
201413$250,890$66,324$22,108iApproximate average salary by contribution assumption: employee only about $552,700 at 4% or $368,467 at 6%; with 50% employer match about $368,467 at 4% or $245,644 at 6%; with 100% employer match about $276,350 at 4% or $184,233 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-3$250,890$66,324$22,108iApproximate average salary by contribution assumption: employee only about $552,700 at 4% or $368,467 at 6%; with 50% employer match about $368,467 at 4% or $245,644 at 6%; with 100% employer match about $276,350 at 4% or $184,233 at 6%.
201313$188,039$66,485$22,162iApproximate average salary by contribution assumption: employee only about $554,042 at 4% or $369,361 at 6%; with 50% employer match about $369,361 at 4% or $246,241 at 6%; with 100% employer match about $277,021 at 4% or $184,681 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-3$188,039$66,485$22,162iApproximate average salary by contribution assumption: employee only about $554,042 at 4% or $369,361 at 6%; with 50% employer match about $369,361 at 4% or $246,241 at 6%; with 100% employer match about $277,021 at 4% or $184,681 at 6%.
201213$105,369$65,372$21,791iApproximate average salary by contribution assumption: employee only about $544,767 at 4% or $363,178 at 6%; with 50% employer match about $363,178 at 4% or $242,119 at 6%; with 100% employer match about $272,383 at 4% or $181,589 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-3$105,369$65,372$21,791iApproximate average salary by contribution assumption: employee only about $544,767 at 4% or $363,178 at 6%; with 50% employer match about $363,178 at 4% or $242,119 at 6%; with 100% employer match about $272,383 at 4% or $181,589 at 6%.
201113$34,437$35,396$11,799iApproximate average salary by contribution assumption: employee only about $294,967 at 4% or $196,644 at 6%; with 50% employer match about $196,644 at 4% or $131,096 at 6%; with 100% employer match about $147,483 at 4% or $98,322 at 6%.
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-3$34,437$35,396$11,799iApproximate average salary by contribution assumption: employee only about $294,967 at 4% or $196,644 at 6%; with 50% employer match about $196,644 at 4% or $131,096 at 6%; with 100% employer match about $147,483 at 4% or $98,322 at 6%.