Civic Intelligence

PWM, LLC.

Plan context: POINT WEALTH MANAGEMENT 401(K) PLAN

EIN 85-1395692 • Melville, NY • 6 filings • 1 plans

400 Broadhollow RoadSuite 200Melville, NY 11747
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,757,919

2025 Contributions

$303,701

Historical Graphs

Total Assets Over Time

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

$1,757,919$878,960$0202020232025YearValue
$1,757,919Latest year 2025

Participants Over Time

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

1470202020232025YearValue
14Latest 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
2025114$1,757,919$303,701$21,693iApproximate average salary by contribution assumption: employee only about $542,323 at 4% or $361,549 at 6%; with 50% employer match about $361,549 at 4% or $241,033 at 6%; with 100% employer match about $271,162 at 4% or $180,774 at 6%.
POINT WEALTH MANAGEMENT 401(K) PLAN-14$1,757,919$303,701$21,693iApproximate average salary by contribution assumption: employee only about $542,323 at 4% or $361,549 at 6%; with 50% employer match about $361,549 at 4% or $241,033 at 6%; with 100% employer match about $271,162 at 4% or $180,774 at 6%.
2024111$1,188,109$220,887$20,081iApproximate average salary by contribution assumption: employee only about $502,016 at 4% or $334,677 at 6%; with 50% employer match about $334,677 at 4% or $223,118 at 6%; with 100% employer match about $251,008 at 4% or $167,339 at 6%.
POINT WEALTH MANAGEMENT 401(K) PLAN-11$1,188,109$220,887$20,081iApproximate average salary by contribution assumption: employee only about $502,016 at 4% or $334,677 at 6%; with 50% employer match about $334,677 at 4% or $223,118 at 6%; with 100% employer match about $251,008 at 4% or $167,339 at 6%.
2023110$871,442$167,517$16,752iApproximate average salary by contribution assumption: employee only about $418,793 at 4% or $279,195 at 6%; with 50% employer match about $279,195 at 4% or $186,130 at 6%; with 100% employer match about $209,396 at 4% or $139,598 at 6%.
POINT WEALTH MANAGEMENT 401(K) PLAN-10$871,442$167,517$16,752iApproximate average salary by contribution assumption: employee only about $418,793 at 4% or $279,195 at 6%; with 50% employer match about $279,195 at 4% or $186,130 at 6%; with 100% employer match about $209,396 at 4% or $139,598 at 6%.
202219$584,219$168,194$18,688iApproximate average salary by contribution assumption: employee only about $467,206 at 4% or $311,470 at 6%; with 50% employer match about $311,470 at 4% or $207,647 at 6%; with 100% employer match about $233,603 at 4% or $155,735 at 6%.
POINT WEALTH MANAGEMENT 401(K) PLAN-9$584,219$168,194$18,688iApproximate average salary by contribution assumption: employee only about $467,206 at 4% or $311,470 at 6%; with 50% employer match about $311,470 at 4% or $207,647 at 6%; with 100% employer match about $233,603 at 4% or $155,735 at 6%.
202118$619,377$141,229$17,654iApproximate average salary by contribution assumption: employee only about $441,341 at 4% or $294,227 at 6%; with 50% employer match about $294,227 at 4% or $196,151 at 6%; with 100% employer match about $220,670 at 4% or $147,114 at 6%.
POINT WEALTH MANAGEMENT 401(K) PLAN-8$619,377$141,229$17,654iApproximate average salary by contribution assumption: employee only about $441,341 at 4% or $294,227 at 6%; with 50% employer match about $294,227 at 4% or $196,151 at 6%; with 100% employer match about $220,670 at 4% or $147,114 at 6%.
202018$398,508$126,806$15,851iApproximate average salary by contribution assumption: employee only about $396,269 at 4% or $264,179 at 6%; with 50% employer match about $264,179 at 4% or $176,119 at 6%; with 100% employer match about $198,134 at 4% or $132,090 at 6%.
POINT WEALTH MANAGEMENT 401(K) PLAN-8$398,508$126,806$15,851iApproximate average salary by contribution assumption: employee only about $396,269 at 4% or $264,179 at 6%; with 50% employer match about $264,179 at 4% or $176,119 at 6%; with 100% employer match about $198,134 at 4% or $132,090 at 6%.