Civic Intelligence

Archer Wealth Management, L.L.C.

Plan context: ARCHER WEALTH MANAGEMENT, L.L.C. CASH BALANCE PLAN

EIN 77-0597227 • Saint Louis, MO • 20 filings • 2 plans

155 Carondelet PlazaUnit 306Saint Louis, MO 63105
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$4,229,562

2017 Contributions

$12,000

Historical Graphs

Total Assets Over Time

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

$4,229,562$2,114,781$0200320102016YearValue
$4,229,562Latest year 2016

Participants Over Time

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

1050200320102016YearValue
7Latest year 2016

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
201720$0$12,000-
Archer Wealth Management 401K Plan-0$0$0-
ARCHER WEALTH MANAGEMENT, L.L.C. CASH BALANCE PLAN-0$0$12,000-
201627$4,229,562$421,079$60,154iApproximate average salary by contribution assumption: employee only about $1,503,854 at 4% or $1,002,569 at 6%; with 50% employer match about $1,002,569 at 4% or $668,379 at 6%; with 100% employer match about $751,927 at 4% or $501,285 at 6%.
Archer Wealth Management 401K Plan-7$2,493,637$171,079$24,440iApproximate average salary by contribution assumption: employee only about $610,996 at 4% or $407,331 at 6%; with 50% employer match about $407,331 at 4% or $271,554 at 6%; with 100% employer match about $305,498 at 4% or $203,665 at 6%.
ARCHER WEALTH MANAGEMENT, L.L.C. CASH BALANCE PLAN-6$1,735,925$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201526$3,501,502$676,115$112,686iApproximate average salary by contribution assumption: employee only about $2,817,146 at 4% or $1,878,097 at 6%; with 50% employer match about $1,878,097 at 4% or $1,252,065 at 6%; with 100% employer match about $1,408,573 at 4% or $939,049 at 6%.
Archer Wealth Management 401K Plan-6$2,114,816$176,115$29,353iApproximate average salary by contribution assumption: employee only about $733,813 at 4% or $489,208 at 6%; with 50% employer match about $489,208 at 4% or $326,139 at 6%; with 100% employer match about $366,906 at 4% or $244,604 at 6%.
ARCHER WEALTH MANAGEMENT, L.L.C. CASH BALANCE PLAN-6$1,386,686$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201426$2,753,432$627,462$104,577iApproximate average salary by contribution assumption: employee only about $2,614,425 at 4% or $1,742,950 at 6%; with 50% employer match about $1,742,950 at 4% or $1,161,967 at 6%; with 100% employer match about $1,307,213 at 4% or $871,475 at 6%.
Archer Wealth Management 401K Plan-6$1,856,401$177,462$29,577iApproximate average salary by contribution assumption: employee only about $739,425 at 4% or $492,950 at 6%; with 50% employer match about $492,950 at 4% or $328,633 at 6%; with 100% employer match about $369,713 at 4% or $246,475 at 6%.
ARCHER WEALTH MANAGEMENT, L.L.C. CASH BALANCE PLAN-4$897,031$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
201326$2,019,499$622,016$103,669iApproximate average salary by contribution assumption: employee only about $2,591,733 at 4% or $1,727,822 at 6%; with 50% employer match about $1,727,822 at 4% or $1,151,881 at 6%; with 100% employer match about $1,295,867 at 4% or $863,911 at 6%.
Archer Wealth Management 401K Plan-6$1,569,498$172,016$28,669iApproximate average salary by contribution assumption: employee only about $716,733 at 4% or $477,822 at 6%; with 50% employer match about $477,822 at 4% or $318,548 at 6%; with 100% employer match about $358,367 at 4% or $238,911 at 6%.
ARCHER WEALTH MANAGEMENT, L.L.C. CASH BALANCE PLAN-4$450,001$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
201215$1,180,975$143,708$28,742iApproximate average salary by contribution assumption: employee only about $718,540 at 4% or $479,027 at 6%; with 50% employer match about $479,027 at 4% or $319,351 at 6%; with 100% employer match about $359,270 at 4% or $239,513 at 6%.
Archer Wealth Management 401K Plan-5$1,180,975$143,708$28,742iApproximate average salary by contribution assumption: employee only about $718,540 at 4% or $479,027 at 6%; with 50% employer match about $479,027 at 4% or $319,351 at 6%; with 100% employer match about $359,270 at 4% or $239,513 at 6%.
201115$921,126$141,125$28,225iApproximate average salary by contribution assumption: employee only about $705,625 at 4% or $470,417 at 6%; with 50% employer match about $470,417 at 4% or $313,611 at 6%; with 100% employer match about $352,813 at 4% or $235,208 at 6%.
Archer Wealth Management 401K Plan-5$921,126$141,125$28,225iApproximate average salary by contribution assumption: employee only about $705,625 at 4% or $470,417 at 6%; with 50% employer match about $470,417 at 4% or $313,611 at 6%; with 100% employer match about $352,813 at 4% or $235,208 at 6%.
201016$791,740$138,013$23,002iApproximate average salary by contribution assumption: employee only about $575,054 at 4% or $383,369 at 6%; with 50% employer match about $383,369 at 4% or $255,580 at 6%; with 100% employer match about $287,527 at 4% or $191,685 at 6%.
Archer Wealth Management 401K Plan-6$791,740$138,013$23,002iApproximate average salary by contribution assumption: employee only about $575,054 at 4% or $383,369 at 6%; with 50% employer match about $383,369 at 4% or $255,580 at 6%; with 100% employer match about $287,527 at 4% or $191,685 at 6%.
200918$788,303$161,333$20,167iApproximate average salary by contribution assumption: employee only about $504,166 at 4% or $336,110 at 6%; with 50% employer match about $336,110 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,055 at 6%.
Archer Wealth Management 401K Plan-8$788,303$161,333$20,167iApproximate average salary by contribution assumption: employee only about $504,166 at 4% or $336,110 at 6%; with 50% employer match about $336,110 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,055 at 6%.
2008110$485,673$156,655$15,666iApproximate average salary by contribution assumption: employee only about $391,638 at 4% or $261,092 at 6%; with 50% employer match about $261,092 at 4% or $174,061 at 6%; with 100% employer match about $195,819 at 4% or $130,546 at 6%.
Archer Wealth Management 401K Plan-10$485,673$156,655$15,666iApproximate average salary by contribution assumption: employee only about $391,638 at 4% or $261,092 at 6%; with 50% employer match about $261,092 at 4% or $174,061 at 6%; with 100% employer match about $195,819 at 4% or $130,546 at 6%.
200718$0$0-
Archer Wealth Management 401K Plan-8---
200618$385,612$132,310$16,539iApproximate average salary by contribution assumption: employee only about $413,469 at 4% or $275,646 at 6%; with 50% employer match about $275,646 at 4% or $183,764 at 6%; with 100% employer match about $206,734 at 4% or $137,823 at 6%.
Archer Wealth Management 401K Plan-8$385,612$132,310$16,539iApproximate average salary by contribution assumption: employee only about $413,469 at 4% or $275,646 at 6%; with 50% employer match about $275,646 at 4% or $183,764 at 6%; with 100% employer match about $206,734 at 4% or $137,823 at 6%.
200514$219,469$83,976$20,994iApproximate average salary by contribution assumption: employee only about $524,850 at 4% or $349,900 at 6%; with 50% employer match about $349,900 at 4% or $233,267 at 6%; with 100% employer match about $262,425 at 4% or $174,950 at 6%.
Archer Wealth Management 401K Plan-4$219,469$83,976$20,994iApproximate average salary by contribution assumption: employee only about $524,850 at 4% or $349,900 at 6%; with 50% employer match about $349,900 at 4% or $233,267 at 6%; with 100% employer match about $262,425 at 4% or $174,950 at 6%.
200413$119,991$63,212$21,071iApproximate average salary by contribution assumption: employee only about $526,767 at 4% or $351,178 at 6%; with 50% employer match about $351,178 at 4% or $234,119 at 6%; with 100% employer match about $263,383 at 4% or $175,589 at 6%.
Archer Wealth Management 401K Plan-3$119,991$63,212$21,071iApproximate average salary by contribution assumption: employee only about $526,767 at 4% or $351,178 at 6%; with 50% employer match about $351,178 at 4% or $234,119 at 6%; with 100% employer match about $263,383 at 4% or $175,589 at 6%.
200313$52,357$51,800$17,267iApproximate average salary by contribution assumption: employee only about $431,667 at 4% or $287,778 at 6%; with 50% employer match about $287,778 at 4% or $191,852 at 6%; with 100% employer match about $215,833 at 4% or $143,889 at 6%.
Archer Wealth Management 401K Plan-3$52,357$51,800$17,267iApproximate average salary by contribution assumption: employee only about $431,667 at 4% or $287,778 at 6%; with 50% employer match about $287,778 at 4% or $191,852 at 6%; with 100% employer match about $215,833 at 4% or $143,889 at 6%.