Civic Intelligence

PITTMAN WEALTH MANAGEMENT, LLC

Plan context: PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN

EIN 83-3006136 • Enterprise, AL • 12 filings • 2 plans

108 Country Club Heights BoulevardEnterprise, AL 36330
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,041,525

2025 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$1,516,828$758,414$0201920222025YearValue
$1,041,525Latest year 2025

Participants Over Time

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

530201920222025YearValue
3Latest year 2025

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
202513$1,041,525$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%.
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN-3$1,041,525$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%.
202424$1,516,828$166,321$41,580iApproximate average salary by contribution assumption: employee only about $1,039,506 at 4% or $693,004 at 6%; with 50% employer match about $693,004 at 4% or $462,003 at 6%; with 100% employer match about $519,753 at 4% or $346,502 at 6%.
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN-4$858,425$88,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP-3$658,403$78,321$26,107iApproximate average salary by contribution assumption: employee only about $652,675 at 4% or $435,117 at 6%; with 50% employer match about $435,117 at 4% or $290,078 at 6%; with 100% employer match about $326,338 at 4% or $217,558 at 6%.
202324$1,140,233$373,862$93,466iApproximate average salary by contribution assumption: employee only about $2,336,638 at 4% or $1,557,758 at 6%; with 50% employer match about $1,557,758 at 4% or $1,038,506 at 6%; with 100% employer match about $1,168,319 at 4% or $778,879 at 6%.
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN-4$694,690$298,000$74,500iApproximate average salary by contribution assumption: employee only about $1,862,500 at 4% or $1,241,667 at 6%; with 50% employer match about $1,241,667 at 4% or $827,778 at 6%; with 100% employer match about $931,250 at 4% or $620,833 at 6%.
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP-3$445,543$75,862$25,287iApproximate average salary by contribution assumption: employee only about $632,183 at 4% or $421,456 at 6%; with 50% employer match about $421,456 at 4% or $280,970 at 6%; with 100% employer match about $316,092 at 4% or $210,728 at 6%.
202224$623,988$269,967$67,492iApproximate average salary by contribution assumption: employee only about $1,687,294 at 4% or $1,124,863 at 6%; with 50% employer match about $1,124,863 at 4% or $749,908 at 6%; with 100% employer match about $843,647 at 4% or $562,431 at 6%.
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN-4$336,738$200,000$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%.
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP-4$287,250$69,967$17,492iApproximate average salary by contribution assumption: employee only about $437,294 at 4% or $291,529 at 6%; with 50% employer match about $291,529 at 4% or $194,353 at 6%; with 100% employer match about $218,647 at 4% or $145,765 at 6%.
202124$474,153$100,265$25,066iApproximate average salary by contribution assumption: employee only about $626,656 at 4% or $417,771 at 6%; with 50% employer match about $417,771 at 4% or $278,514 at 6%; with 100% employer match about $313,328 at 4% or $208,885 at 6%.
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP-4$300,143$56,025$14,006iApproximate average salary by contribution assumption: employee only about $350,156 at 4% or $233,438 at 6%; with 50% employer match about $233,438 at 4% or $155,625 at 6%; with 100% employer match about $175,078 at 4% or $116,719 at 6%.
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN-4$174,010$44,240$11,060iApproximate average salary by contribution assumption: employee only about $276,500 at 4% or $184,333 at 6%; with 50% employer match about $184,333 at 4% or $122,889 at 6%; with 100% employer match about $138,250 at 4% or $92,167 at 6%.
202024$314,109$173,438$43,360iApproximate average salary by contribution assumption: employee only about $1,083,988 at 4% or $722,658 at 6%; with 50% employer match about $722,658 at 4% or $481,772 at 6%; with 100% employer match about $541,994 at 4% or $361,329 at 6%.
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP-4$193,757$59,852$14,963iApproximate average salary by contribution assumption: employee only about $374,075 at 4% or $249,383 at 6%; with 50% employer match about $249,383 at 4% or $166,256 at 6%; with 100% employer match about $187,038 at 4% or $124,692 at 6%.
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN-4$120,352$113,586$28,397iApproximate average salary by contribution assumption: employee only about $709,913 at 4% or $473,275 at 6%; with 50% employer match about $473,275 at 4% or $315,517 at 6%; with 100% employer match about $354,956 at 4% or $236,638 at 6%.
201915$56,673$52,607$10,521iApproximate average salary by contribution assumption: employee only about $263,035 at 4% or $175,357 at 6%; with 50% employer match about $175,357 at 4% or $116,904 at 6%; with 100% employer match about $131,518 at 4% or $87,678 at 6%.
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP-5$56,673$52,607$10,521iApproximate average salary by contribution assumption: employee only about $263,035 at 4% or $175,357 at 6%; with 50% employer match about $175,357 at 4% or $116,904 at 6%; with 100% employer match about $131,518 at 4% or $87,678 at 6%.