Civic Intelligence

Emerald Wealth Management LLC

Plan context: Emerald Wealth Management LLC 401(K) Profit Sharing Plan

EIN 65-1303628 • Atlanta, GA • 14 filings • 2 plans

900 Circle 75 ParkwaySuite 1245Atlanta, GA 30339
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$762,369

2022 Contributions

$2,200

Historical Graphs

Total Assets Over Time

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

$993,112$496,556$0201320182022YearValue
$762,369Latest year 2022

Participants Over Time

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

530201320182022YearValue
3Latest year 2022

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
202213$762,369$0-
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-3$762,369$0-
202124$886,427$2,200$550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-4$886,427$2,200$550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%.
EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$0$0-
202024$993,112$133,822$33,456iApproximate average salary by contribution assumption: employee only about $836,388 at 4% or $557,592 at 6%; with 50% employer match about $557,592 at 4% or $371,728 at 6%; with 100% employer match about $418,194 at 4% or $278,796 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-4$797,953$69,871$17,468iApproximate average salary by contribution assumption: employee only about $436,694 at 4% or $291,129 at 6%; with 50% employer match about $291,129 at 4% or $194,086 at 6%; with 100% employer match about $218,347 at 4% or $145,565 at 6%.
EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-3$195,159$63,951$21,317iApproximate average salary by contribution assumption: employee only about $532,925 at 4% or $355,283 at 6%; with 50% employer match about $355,283 at 4% or $236,856 at 6%; with 100% employer match about $266,463 at 4% or $177,642 at 6%.
201924$835,069$119,320$29,830iApproximate average salary by contribution assumption: employee only about $745,750 at 4% or $497,167 at 6%; with 50% employer match about $497,167 at 4% or $331,444 at 6%; with 100% employer match about $372,875 at 4% or $248,583 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-4$709,013$59,710$14,928iApproximate average salary by contribution assumption: employee only about $373,188 at 4% or $248,792 at 6%; with 50% employer match about $248,792 at 4% or $165,861 at 6%; with 100% employer match about $186,594 at 4% or $124,396 at 6%.
EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$126,056$59,610$14,903iApproximate average salary by contribution assumption: employee only about $372,563 at 4% or $248,375 at 6%; with 50% employer match about $248,375 at 4% or $165,583 at 6%; with 100% employer match about $186,281 at 4% or $124,188 at 6%.
201825$585,664$162,823$32,565iApproximate average salary by contribution assumption: employee only about $814,115 at 4% or $542,743 at 6%; with 50% employer match about $542,743 at 4% or $361,829 at 6%; with 100% employer match about $407,058 at 4% or $271,372 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-5$523,664$100,823$20,165iApproximate average salary by contribution assumption: employee only about $504,115 at 4% or $336,077 at 6%; with 50% employer match about $336,077 at 4% or $224,051 at 6%; with 100% employer match about $252,057 at 4% or $168,038 at 6%.
EMERALD WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$62,000$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
201715$470,307$90,648$18,130iApproximate average salary by contribution assumption: employee only about $453,240 at 4% or $302,160 at 6%; with 50% employer match about $302,160 at 4% or $201,440 at 6%; with 100% employer match about $226,620 at 4% or $151,080 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-5$470,307$90,648$18,130iApproximate average salary by contribution assumption: employee only about $453,240 at 4% or $302,160 at 6%; with 50% employer match about $302,160 at 4% or $201,440 at 6%; with 100% employer match about $226,620 at 4% or $151,080 at 6%.
201614$353,245$96,494$24,124iApproximate average salary by contribution assumption: employee only about $603,088 at 4% or $402,058 at 6%; with 50% employer match about $402,058 at 4% or $268,039 at 6%; with 100% employer match about $301,544 at 4% or $201,029 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-4$353,245$96,494$24,124iApproximate average salary by contribution assumption: employee only about $603,088 at 4% or $402,058 at 6%; with 50% employer match about $402,058 at 4% or $268,039 at 6%; with 100% employer match about $301,544 at 4% or $201,029 at 6%.
201512$233,308$134,522$67,261iApproximate average salary by contribution assumption: employee only about $1,681,525 at 4% or $1,121,017 at 6%; with 50% employer match about $1,121,017 at 4% or $747,344 at 6%; with 100% employer match about $840,763 at 4% or $560,508 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-2$233,308$134,522$67,261iApproximate average salary by contribution assumption: employee only about $1,681,525 at 4% or $1,121,017 at 6%; with 50% employer match about $1,121,017 at 4% or $747,344 at 6%; with 100% employer match about $840,763 at 4% or $560,508 at 6%.
201412$103,703$52,160$26,080iApproximate average salary by contribution assumption: employee only about $652,000 at 4% or $434,667 at 6%; with 50% employer match about $434,667 at 4% or $289,778 at 6%; with 100% employer match about $326,000 at 4% or $217,333 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-2$103,703$52,160$26,080iApproximate average salary by contribution assumption: employee only about $652,000 at 4% or $434,667 at 6%; with 50% employer match about $434,667 at 4% or $289,778 at 6%; with 100% employer match about $326,000 at 4% or $217,333 at 6%.
201312$49,590$49,053$24,527iApproximate average salary by contribution assumption: employee only about $613,163 at 4% or $408,775 at 6%; with 50% employer match about $408,775 at 4% or $272,517 at 6%; with 100% employer match about $306,581 at 4% or $204,388 at 6%.
Emerald Wealth Management LLC 401(K) Profit Sharing Plan-2$49,590$49,053$24,527iApproximate average salary by contribution assumption: employee only about $613,163 at 4% or $408,775 at 6%; with 50% employer match about $408,775 at 4% or $272,517 at 6%; with 100% employer match about $306,581 at 4% or $204,388 at 6%.