Central Wealth Management LLC
Plan context: Central Wealth Management LLC Retirement Savings Plan
EIN 81-1465152 • Madison, WI • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$742,752
2025 Contributions
$66,642
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $66,642 | - |
| Central Wealth Management LLC Retirement Savings Plan | - | 0 | $0 | $66,642 | - |
| 2024 | 1 | 8 | $742,752 | $78,092 | $9,762iApproximate average salary by contribution assumption: employee only about $244,038 at 4% or $162,692 at 6%; with 50% employer match about $162,692 at 4% or $108,461 at 6%; with 100% employer match about $122,019 at 4% or $81,346 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 8 | $742,752 | $78,092 | $9,762iApproximate average salary by contribution assumption: employee only about $244,038 at 4% or $162,692 at 6%; with 50% employer match about $162,692 at 4% or $108,461 at 6%; with 100% employer match about $122,019 at 4% or $81,346 at 6%. |
| 2023 | 1 | 8 | $553,827 | $55,901 | $6,988iApproximate average salary by contribution assumption: employee only about $174,691 at 4% or $116,460 at 6%; with 50% employer match about $116,460 at 4% or $77,640 at 6%; with 100% employer match about $87,345 at 4% or $58,230 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 8 | $553,827 | $55,901 | $6,988iApproximate average salary by contribution assumption: employee only about $174,691 at 4% or $116,460 at 6%; with 50% employer match about $116,460 at 4% or $77,640 at 6%; with 100% employer match about $87,345 at 4% or $58,230 at 6%. |
| 2022 | 1 | 9 | $426,320 | $73,067 | $8,119iApproximate average salary by contribution assumption: employee only about $202,964 at 4% or $135,309 at 6%; with 50% employer match about $135,309 at 4% or $90,206 at 6%; with 100% employer match about $101,482 at 4% or $67,655 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 9 | $426,320 | $73,067 | $8,119iApproximate average salary by contribution assumption: employee only about $202,964 at 4% or $135,309 at 6%; with 50% employer match about $135,309 at 4% or $90,206 at 6%; with 100% employer match about $101,482 at 4% or $67,655 at 6%. |
| 2021 | 1 | 6 | $505,415 | $208,871 | $34,812iApproximate average salary by contribution assumption: employee only about $870,296 at 4% or $580,197 at 6%; with 50% employer match about $580,197 at 4% or $386,798 at 6%; with 100% employer match about $435,148 at 4% or $290,099 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 6 | $505,415 | $208,871 | $34,812iApproximate average salary by contribution assumption: employee only about $870,296 at 4% or $580,197 at 6%; with 50% employer match about $580,197 at 4% or $386,798 at 6%; with 100% employer match about $435,148 at 4% or $290,099 at 6%. |
| 2020 | 1 | 5 | $295,208 | $59,861 | $11,972iApproximate average salary by contribution assumption: employee only about $299,305 at 4% or $199,537 at 6%; with 50% employer match about $199,537 at 4% or $133,024 at 6%; with 100% employer match about $149,653 at 4% or $99,768 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 5 | $295,208 | $59,861 | $11,972iApproximate average salary by contribution assumption: employee only about $299,305 at 4% or $199,537 at 6%; with 50% employer match about $199,537 at 4% or $133,024 at 6%; with 100% employer match about $149,653 at 4% or $99,768 at 6%. |
| 2019 | 1 | 5 | $226,146 | $141,924 | $28,385iApproximate average salary by contribution assumption: employee only about $709,620 at 4% or $473,080 at 6%; with 50% employer match about $473,080 at 4% or $315,387 at 6%; with 100% employer match about $354,810 at 4% or $236,540 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 5 | $226,146 | $141,924 | $28,385iApproximate average salary by contribution assumption: employee only about $709,620 at 4% or $473,080 at 6%; with 50% employer match about $473,080 at 4% or $315,387 at 6%; with 100% employer match about $354,810 at 4% or $236,540 at 6%. |
| 2018 | 1 | 4 | $90,183 | $97,252 | $24,313iApproximate average salary by contribution assumption: employee only about $607,825 at 4% or $405,217 at 6%; with 50% employer match about $405,217 at 4% or $270,144 at 6%; with 100% employer match about $303,913 at 4% or $202,608 at 6%. |
| Central Wealth Management LLC Retirement Savings Plan | - | 4 | $90,183 | $97,252 | $24,313iApproximate average salary by contribution assumption: employee only about $607,825 at 4% or $405,217 at 6%; with 50% employer match about $405,217 at 4% or $270,144 at 6%; with 100% employer match about $303,913 at 4% or $202,608 at 6%. |