Civic Intelligence

Signature Wealth Management Group LLC

Plan context: Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust

EIN 81-4072378 • Atlanta, GA • 16 filings • 3 plans

3625 Cumberland Boulevard SESuite 1485Atlanta, GA 30339
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,336,854

2024 Contributions

$298,628

Historical Graphs

Total Assets Over Time

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

$5,336,854$2,668,427$0201720212024YearValue
$5,336,854Latest year 2024

Participants Over Time

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

1050201720212024YearValue
8Latest 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
202428$5,336,854$298,628$37,329iApproximate average salary by contribution assumption: employee only about $933,213 at 4% or $622,142 at 6%; with 50% employer match about $622,142 at 4% or $414,761 at 6%; with 100% employer match about $466,606 at 4% or $311,071 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-8$5,336,854$241,666$30,208iApproximate average salary by contribution assumption: employee only about $755,206 at 4% or $503,471 at 6%; with 50% employer match about $503,471 at 4% or $335,647 at 6%; with 100% employer match about $377,603 at 4% or $251,735 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-0$0$56,962-
202329$5,009,053$464,376$51,597iApproximate average salary by contribution assumption: employee only about $1,289,933 at 4% or $859,956 at 6%; with 50% employer match about $859,956 at 4% or $573,304 at 6%; with 100% employer match about $644,967 at 4% or $429,978 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-9$4,382,249$352,241$39,138iApproximate average salary by contribution assumption: employee only about $978,447 at 4% or $652,298 at 6%; with 50% employer match about $652,298 at 4% or $434,865 at 6%; with 100% employer match about $489,224 at 4% or $326,149 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-6$626,804$112,135$18,689iApproximate average salary by contribution assumption: employee only about $467,229 at 4% or $311,486 at 6%; with 50% employer match about $311,486 at 4% or $207,657 at 6%; with 100% employer match about $233,615 at 4% or $155,743 at 6%.
2022210$3,671,155$212,852$21,285iApproximate average salary by contribution assumption: employee only about $532,130 at 4% or $354,753 at 6%; with 50% employer match about $354,753 at 4% or $236,502 at 6%; with 100% employer match about $266,065 at 4% or $177,377 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-10$3,196,813$137,852$13,785iApproximate average salary by contribution assumption: employee only about $344,630 at 4% or $229,753 at 6%; with 50% employer match about $229,753 at 4% or $153,169 at 6%; with 100% employer match about $172,315 at 4% or $114,877 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-6$474,342$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202127$4,789,537$358,602$51,229iApproximate average salary by contribution assumption: employee only about $1,280,721 at 4% or $853,814 at 6%; with 50% employer match about $853,814 at 4% or $569,210 at 6%; with 100% employer match about $640,361 at 4% or $426,907 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-7$4,331,123$276,102$39,443iApproximate average salary by contribution assumption: employee only about $986,079 at 4% or $657,386 at 6%; with 50% employer match about $657,386 at 4% or $438,257 at 6%; with 100% employer match about $493,039 at 4% or $328,693 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-5$458,414$82,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
202026$3,702,747$247,823$41,304iApproximate average salary by contribution assumption: employee only about $1,032,596 at 4% or $688,397 at 6%; with 50% employer match about $688,397 at 4% or $458,931 at 6%; with 100% employer match about $516,298 at 4% or $344,199 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-6$3,365,904$182,823$30,471iApproximate average salary by contribution assumption: employee only about $761,763 at 4% or $507,842 at 6%; with 50% employer match about $507,842 at 4% or $338,561 at 6%; with 100% employer match about $380,881 at 4% or $253,921 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-4$336,843$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
201927$2,251,928$243,126$34,732iApproximate average salary by contribution assumption: employee only about $868,307 at 4% or $578,871 at 6%; with 50% employer match about $578,871 at 4% or $385,914 at 6%; with 100% employer match about $434,154 at 4% or $289,436 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-7$2,018,257$183,126$26,161iApproximate average salary by contribution assumption: employee only about $654,021 at 4% or $436,014 at 6%; with 50% employer match about $436,014 at 4% or $290,676 at 6%; with 100% employer match about $327,011 at 4% or $218,007 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-4$233,671$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201827$1,611,653$218,487$31,212iApproximate average salary by contribution assumption: employee only about $780,311 at 4% or $520,207 at 6%; with 50% employer match about $520,207 at 4% or $346,805 at 6%; with 100% employer match about $390,155 at 4% or $260,104 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-7$1,467,194$127,487$18,212iApproximate average salary by contribution assumption: employee only about $455,311 at 4% or $303,540 at 6%; with 50% employer match about $303,540 at 4% or $202,360 at 6%; with 100% employer match about $227,655 at 4% or $151,770 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-4$144,459$91,000$22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%.
201726$1,484,100$1,268,792$211,465iApproximate average salary by contribution assumption: employee only about $5,286,633 at 4% or $3,524,422 at 6%; with 50% employer match about $3,524,422 at 4% or $2,349,615 at 6%; with 100% employer match about $2,643,317 at 4% or $1,762,211 at 6%.
Signature Wealth Management Gr 401(K) Profit Sharing Plan & Trust-6$1,422,044$1,206,876$201,146iApproximate average salary by contribution assumption: employee only about $5,028,650 at 4% or $3,352,433 at 6%; with 50% employer match about $3,352,433 at 4% or $2,234,956 at 6%; with 100% employer match about $2,514,325 at 4% or $1,676,217 at 6%.
Signature Wealth Management Group LLC Cash Balance Pension Plan-3$62,056$61,916$20,639iApproximate average salary by contribution assumption: employee only about $515,967 at 4% or $343,978 at 6%; with 50% employer match about $343,978 at 4% or $229,319 at 6%; with 100% employer match about $257,983 at 4% or $171,989 at 6%.