Civic Intelligence

Mws Financial LLC

Plan context: Mws Financial LLC Cash Balance Pension Plan and Trust

EIN 82-3606990 • Clayton, MO • 14 filings • 2 plans

135 N. Meramec Ave, Suite 400Clayton, MO 63105
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,811,781

2024 Contributions

$213,829

Historical Graphs

Total Assets Over Time

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

$1,811,781$905,891$0201820212024YearValue
$1,811,781Latest year 2024

Participants Over Time

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

530201820212024YearValue
5Latest 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
202425$1,811,781$213,829$42,766iApproximate average salary by contribution assumption: employee only about $1,069,145 at 4% or $712,763 at 6%; with 50% employer match about $712,763 at 4% or $475,176 at 6%; with 100% employer match about $534,573 at 4% or $356,382 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$1,123,511$145,000$48,333iApproximate average salary by contribution assumption: employee only about $1,208,333 at 4% or $805,556 at 6%; with 50% employer match about $805,556 at 4% or $537,037 at 6%; with 100% employer match about $604,167 at 4% or $402,778 at 6%.
Mws Financial 401(K) Retirement Plan-5$688,270$68,829$13,766iApproximate average salary by contribution assumption: employee only about $344,145 at 4% or $229,430 at 6%; with 50% employer match about $229,430 at 4% or $152,953 at 6%; with 100% employer match about $172,073 at 4% or $114,715 at 6%.
202323$1,590,115$202,776$67,592iApproximate average salary by contribution assumption: employee only about $1,689,800 at 4% or $1,126,533 at 6%; with 50% employer match about $1,126,533 at 4% or $751,022 at 6%; with 100% employer match about $844,900 at 4% or $563,267 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$946,425$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Mws Financial 401(K) Retirement Plan-3$643,690$52,776$17,592iApproximate average salary by contribution assumption: employee only about $439,800 at 4% or $293,200 at 6%; with 50% employer match about $293,200 at 4% or $195,467 at 6%; with 100% employer match about $219,900 at 4% or $146,600 at 6%.
202223$1,208,943$221,837$73,946iApproximate average salary by contribution assumption: employee only about $1,848,642 at 4% or $1,232,428 at 6%; with 50% employer match about $1,232,428 at 4% or $821,619 at 6%; with 100% employer match about $924,321 at 4% or $616,214 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$687,279$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Mws Financial 401(K) Retirement Plan-3$521,664$46,837$15,612iApproximate average salary by contribution assumption: employee only about $390,308 at 4% or $260,206 at 6%; with 50% employer match about $260,206 at 4% or $173,470 at 6%; with 100% employer match about $195,154 at 4% or $130,103 at 6%.
202123$1,176,848$214,889$71,630iApproximate average salary by contribution assumption: employee only about $1,790,742 at 4% or $1,193,828 at 6%; with 50% employer match about $1,193,828 at 4% or $795,885 at 6%; with 100% employer match about $895,371 at 4% or $596,914 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$596,853$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Mws Financial 401(K) Retirement Plan-3$579,995$39,889$13,296iApproximate average salary by contribution assumption: employee only about $332,408 at 4% or $221,606 at 6%; with 50% employer match about $221,606 at 4% or $147,737 at 6%; with 100% employer match about $166,204 at 4% or $110,803 at 6%.
202023$776,527$398,682$132,894iApproximate average salary by contribution assumption: employee only about $3,322,350 at 4% or $2,214,900 at 6%; with 50% employer match about $2,214,900 at 4% or $1,476,600 at 6%; with 100% employer match about $1,661,175 at 4% or $1,107,450 at 6%.
Mws Financial 401(K) Retirement Plan-3$430,184$298,682$99,561iApproximate average salary by contribution assumption: employee only about $2,489,017 at 4% or $1,659,344 at 6%; with 50% employer match about $1,659,344 at 4% or $1,106,230 at 6%; with 100% employer match about $1,244,508 at 4% or $829,672 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$346,343$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201923$293,654$114,593$38,198iApproximate average salary by contribution assumption: employee only about $954,942 at 4% or $636,628 at 6%; with 50% employer match about $636,628 at 4% or $424,419 at 6%; with 100% employer match about $477,471 at 4% or $318,314 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$221,691$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Mws Financial 401(K) Retirement Plan-3$71,963$12,593$4,198iApproximate average salary by contribution assumption: employee only about $104,942 at 4% or $69,961 at 6%; with 50% employer match about $69,961 at 4% or $46,641 at 6%; with 100% employer match about $52,471 at 4% or $34,981 at 6%.
201823$157,710$159,908$53,303iApproximate average salary by contribution assumption: employee only about $1,332,567 at 4% or $888,378 at 6%; with 50% employer match about $888,378 at 4% or $592,252 at 6%; with 100% employer match about $666,283 at 4% or $444,189 at 6%.
Mws Financial LLC Cash Balance Pension Plan and Trust-3$110,000$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
Mws Financial 401(K) Retirement Plan-3$47,710$49,908$16,636iApproximate average salary by contribution assumption: employee only about $415,900 at 4% or $277,267 at 6%; with 50% employer match about $277,267 at 4% or $184,844 at 6%; with 100% employer match about $207,950 at 4% or $138,633 at 6%.