Civic Intelligence

Sapere Wealth Management LLC

Plan context: Sapere Wealth Management LLC Defined Benefit Pension Plan

EIN 75-3034557 • Matthews, NC • 13 filings • 1 plans

130 Matthews Station Street, Ste. 2Matthews, NC 28105-6712
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,117,460

2024 Contributions

$67,803

Historical Graphs

Total Assets Over Time

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

$5,117,460$2,558,730$0201220182024YearValue
$5,117,460Latest year 2024

Participants Over Time

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

1680201220182024YearValue
10Latest year 2024

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
2024110$5,117,460$67,803$6,780iApproximate average salary by contribution assumption: employee only about $169,508 at 4% or $113,005 at 6%; with 50% employer match about $113,005 at 4% or $75,337 at 6%; with 100% employer match about $84,754 at 4% or $56,503 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-10$5,117,460$67,803$6,780iApproximate average salary by contribution assumption: employee only about $169,508 at 4% or $113,005 at 6%; with 50% employer match about $113,005 at 4% or $75,337 at 6%; with 100% employer match about $84,754 at 4% or $56,503 at 6%.
2023110$4,230,552$275,630$27,563iApproximate average salary by contribution assumption: employee only about $689,075 at 4% or $459,383 at 6%; with 50% employer match about $459,383 at 4% or $306,256 at 6%; with 100% employer match about $344,538 at 4% or $229,692 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-10$4,230,552$275,630$27,563iApproximate average salary by contribution assumption: employee only about $689,075 at 4% or $459,383 at 6%; with 50% employer match about $459,383 at 4% or $306,256 at 6%; with 100% employer match about $344,538 at 4% or $229,692 at 6%.
2022110$2,973,072$0-
Sapere Wealth Management LLC Defined Benefit Pension Plan-10$2,973,072--
2021110$3,598,742$18,743$1,874iApproximate average salary by contribution assumption: employee only about $46,858 at 4% or $31,238 at 6%; with 50% employer match about $31,238 at 4% or $20,826 at 6%; with 100% employer match about $23,429 at 4% or $15,619 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-10$3,598,742$18,743$1,874iApproximate average salary by contribution assumption: employee only about $46,858 at 4% or $31,238 at 6%; with 50% employer match about $31,238 at 4% or $20,826 at 6%; with 100% employer match about $23,429 at 4% or $15,619 at 6%.
2020110$4,051,214$273,756$27,376iApproximate average salary by contribution assumption: employee only about $684,390 at 4% or $456,260 at 6%; with 50% employer match about $456,260 at 4% or $304,173 at 6%; with 100% employer match about $342,195 at 4% or $228,130 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-10$4,051,214$273,756$27,376iApproximate average salary by contribution assumption: employee only about $684,390 at 4% or $456,260 at 6%; with 50% employer match about $456,260 at 4% or $304,173 at 6%; with 100% employer match about $342,195 at 4% or $228,130 at 6%.
2019114$3,586,509$147,146$10,510iApproximate average salary by contribution assumption: employee only about $262,761 at 4% or $175,174 at 6%; with 50% employer match about $175,174 at 4% or $116,783 at 6%; with 100% employer match about $131,380 at 4% or $87,587 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-14$3,586,509$147,146$10,510iApproximate average salary by contribution assumption: employee only about $262,761 at 4% or $175,174 at 6%; with 50% employer match about $175,174 at 4% or $116,783 at 6%; with 100% employer match about $131,380 at 4% or $87,587 at 6%.
2018115$3,188,231$0-
Sapere Wealth Management LLC Defined Benefit Pension Plan-15$3,188,231$0-
2017116$3,167,183$449,774$28,111iApproximate average salary by contribution assumption: employee only about $702,772 at 4% or $468,515 at 6%; with 50% employer match about $468,515 at 4% or $312,343 at 6%; with 100% employer match about $351,386 at 4% or $234,257 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-16$3,167,183$449,774$28,111iApproximate average salary by contribution assumption: employee only about $702,772 at 4% or $468,515 at 6%; with 50% employer match about $468,515 at 4% or $312,343 at 6%; with 100% employer match about $351,386 at 4% or $234,257 at 6%.
2016116$3,023,663$250,896$15,681iApproximate average salary by contribution assumption: employee only about $392,025 at 4% or $261,350 at 6%; with 50% employer match about $261,350 at 4% or $174,233 at 6%; with 100% employer match about $196,013 at 4% or $130,675 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-16$3,023,663$250,896$15,681iApproximate average salary by contribution assumption: employee only about $392,025 at 4% or $261,350 at 6%; with 50% employer match about $261,350 at 4% or $174,233 at 6%; with 100% employer match about $196,013 at 4% or $130,675 at 6%.
2015116$3,090,747$1,000,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-16$3,090,747$1,000,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
2014114$2,748,781$1,000,000$71,429iApproximate average salary by contribution assumption: employee only about $1,785,714 at 4% or $1,190,476 at 6%; with 50% employer match about $1,190,476 at 4% or $793,651 at 6%; with 100% employer match about $892,857 at 4% or $595,238 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-14$2,748,781$1,000,000$71,429iApproximate average salary by contribution assumption: employee only about $1,785,714 at 4% or $1,190,476 at 6%; with 50% employer match about $1,190,476 at 4% or $793,651 at 6%; with 100% employer match about $892,857 at 4% or $595,238 at 6%.
2013114$1,434,853$800,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-14$1,434,853$800,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
2012114$650,000$650,000$46,429iApproximate average salary by contribution assumption: employee only about $1,160,714 at 4% or $773,810 at 6%; with 50% employer match about $773,810 at 4% or $515,873 at 6%; with 100% employer match about $580,357 at 4% or $386,905 at 6%.
Sapere Wealth Management LLC Defined Benefit Pension Plan-14$650,000$650,000$46,429iApproximate average salary by contribution assumption: employee only about $1,160,714 at 4% or $773,810 at 6%; with 50% employer match about $773,810 at 4% or $515,873 at 6%; with 100% employer match about $580,357 at 4% or $386,905 at 6%.