Civic Intelligence

Core Wealth Management

Plan context: Core Wealth Management 401(K) Plan

EIN 68-0544141 • Wexford, PA • 8 filings • 1 plans

6031 Wallace Road Ext., Suite 110Wexford, PA 15090-3430
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$6,178,956

2025 Contributions

$131,557

Historical Graphs

Total Assets Over Time

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

$6,178,956$3,089,478$0201820222025YearValue
$6,178,956Latest year 2025

Participants Over Time

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

530201820222025YearValue
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$6,178,956$131,557$26,311iApproximate average salary by contribution assumption: employee only about $657,785 at 4% or $438,523 at 6%; with 50% employer match about $438,523 at 4% or $292,349 at 6%; with 100% employer match about $328,893 at 4% or $219,262 at 6%.
Core Wealth Management 401(K) Plan-5$6,178,956$131,557$26,311iApproximate average salary by contribution assumption: employee only about $657,785 at 4% or $438,523 at 6%; with 50% employer match about $438,523 at 4% or $292,349 at 6%; with 100% employer match about $328,893 at 4% or $219,262 at 6%.
202415$5,381,333$130,024$26,005iApproximate average salary by contribution assumption: employee only about $650,120 at 4% or $433,413 at 6%; with 50% employer match about $433,413 at 4% or $288,942 at 6%; with 100% employer match about $325,060 at 4% or $216,707 at 6%.
Core Wealth Management 401(K) Plan-5$5,381,333$130,024$26,005iApproximate average salary by contribution assumption: employee only about $650,120 at 4% or $433,413 at 6%; with 50% employer match about $433,413 at 4% or $288,942 at 6%; with 100% employer match about $325,060 at 4% or $216,707 at 6%.
202315$4,909,209$123,185$24,637iApproximate average salary by contribution assumption: employee only about $615,925 at 4% or $410,617 at 6%; with 50% employer match about $410,617 at 4% or $273,744 at 6%; with 100% employer match about $307,963 at 4% or $205,308 at 6%.
Core Wealth Management 401(K) Plan-5$4,909,209$123,185$24,637iApproximate average salary by contribution assumption: employee only about $615,925 at 4% or $410,617 at 6%; with 50% employer match about $410,617 at 4% or $273,744 at 6%; with 100% employer match about $307,963 at 4% or $205,308 at 6%.
202215$4,264,491$111,770$22,354iApproximate average salary by contribution assumption: employee only about $558,850 at 4% or $372,567 at 6%; with 50% employer match about $372,567 at 4% or $248,378 at 6%; with 100% employer match about $279,425 at 4% or $186,283 at 6%.
Core Wealth Management 401(K) Plan-5$4,264,491$111,770$22,354iApproximate average salary by contribution assumption: employee only about $558,850 at 4% or $372,567 at 6%; with 50% employer match about $372,567 at 4% or $248,378 at 6%; with 100% employer match about $279,425 at 4% or $186,283 at 6%.
202114$5,192,999$103,891$25,973iApproximate average salary by contribution assumption: employee only about $649,319 at 4% or $432,879 at 6%; with 50% employer match about $432,879 at 4% or $288,586 at 6%; with 100% employer match about $324,659 at 4% or $216,440 at 6%.
Core Wealth Management 401(K) Plan-4$5,192,999$103,891$25,973iApproximate average salary by contribution assumption: employee only about $649,319 at 4% or $432,879 at 6%; with 50% employer match about $432,879 at 4% or $288,586 at 6%; with 100% employer match about $324,659 at 4% or $216,440 at 6%.
202015$4,282,568$95,783$19,157iApproximate average salary by contribution assumption: employee only about $478,915 at 4% or $319,277 at 6%; with 50% employer match about $319,277 at 4% or $212,851 at 6%; with 100% employer match about $239,457 at 4% or $159,638 at 6%.
Core Wealth Management 401(K) Plan-5$4,282,568$95,783$19,157iApproximate average salary by contribution assumption: employee only about $478,915 at 4% or $319,277 at 6%; with 50% employer match about $319,277 at 4% or $212,851 at 6%; with 100% employer match about $239,457 at 4% or $159,638 at 6%.
201915$3,336,291$88,643$17,729iApproximate average salary by contribution assumption: employee only about $443,215 at 4% or $295,477 at 6%; with 50% employer match about $295,477 at 4% or $196,984 at 6%; with 100% employer match about $221,607 at 4% or $147,738 at 6%.
Core Wealth Management 401(K) Plan-5$3,336,291$88,643$17,729iApproximate average salary by contribution assumption: employee only about $443,215 at 4% or $295,477 at 6%; with 50% employer match about $295,477 at 4% or $196,984 at 6%; with 100% employer match about $221,607 at 4% or $147,738 at 6%.
201815$3,092,184$3,955,539$791,108iApproximate average salary by contribution assumption: employee only about $19,777,695 at 4% or $13,185,130 at 6%; with 50% employer match about $13,185,130 at 4% or $8,790,087 at 6%; with 100% employer match about $9,888,848 at 4% or $6,592,565 at 6%.
Core Wealth Management 401(K) Plan-5$3,092,184$3,955,539$791,108iApproximate average salary by contribution assumption: employee only about $19,777,695 at 4% or $13,185,130 at 6%; with 50% employer match about $13,185,130 at 4% or $8,790,087 at 6%; with 100% employer match about $9,888,848 at 4% or $6,592,565 at 6%.