Civic Intelligence

Dew Wealth Management LLC

Plan context: Dew Wealth Management LLC 401(K) Profit Sharing Plan

EIN 86-0961691 • Scottsdale, AZ • 16 filings • 5 plans

8888 E. Raintree DriveSuite 110Scottsdale, AZ 85260-3958
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$1,708,111

2022 Contributions

$226,287

Historical Graphs

Total Assets Over Time

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

$1,708,111$854,056$0200720142021YearValue
$1,708,111Latest year 2021

Participants Over Time

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

1050200720142021YearValue
10Latest year 2021

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
202210$0$226,287-
Dew Wealth Management LLC 401(K) Profit Sharing Plan-0$0$226,287-
2021110$1,708,111$380,108$38,011iApproximate average salary by contribution assumption: employee only about $950,270 at 4% or $633,513 at 6%; with 50% employer match about $633,513 at 4% or $422,342 at 6%; with 100% employer match about $475,135 at 4% or $316,757 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-10$1,708,111$380,108$38,011iApproximate average salary by contribution assumption: employee only about $950,270 at 4% or $633,513 at 6%; with 50% employer match about $633,513 at 4% or $422,342 at 6%; with 100% employer match about $475,135 at 4% or $316,757 at 6%.
202017$1,126,205$301,545$43,078iApproximate average salary by contribution assumption: employee only about $1,076,946 at 4% or $717,964 at 6%; with 50% employer match about $717,964 at 4% or $478,643 at 6%; with 100% employer match about $538,473 at 4% or $358,982 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-7$1,126,205$301,545$43,078iApproximate average salary by contribution assumption: employee only about $1,076,946 at 4% or $717,964 at 6%; with 50% employer match about $717,964 at 4% or $478,643 at 6%; with 100% employer match about $538,473 at 4% or $358,982 at 6%.
201915$648,400$80,224$16,045iApproximate average salary by contribution assumption: employee only about $401,120 at 4% or $267,413 at 6%; with 50% employer match about $267,413 at 4% or $178,276 at 6%; with 100% employer match about $200,560 at 4% or $133,707 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-5$648,400$80,224$16,045iApproximate average salary by contribution assumption: employee only about $401,120 at 4% or $267,413 at 6%; with 50% employer match about $267,413 at 4% or $178,276 at 6%; with 100% employer match about $200,560 at 4% or $133,707 at 6%.
201814$558,010$61,881$15,470iApproximate average salary by contribution assumption: employee only about $386,756 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,378 at 4% or $128,919 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$558,010$61,881$15,470iApproximate average salary by contribution assumption: employee only about $386,756 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,378 at 4% or $128,919 at 6%.
201714$557,233$45,049$11,262iApproximate average salary by contribution assumption: employee only about $281,556 at 4% or $187,704 at 6%; with 50% employer match about $187,704 at 4% or $125,136 at 6%; with 100% employer match about $140,778 at 4% or $93,852 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$557,233$45,049$11,262iApproximate average salary by contribution assumption: employee only about $281,556 at 4% or $187,704 at 6%; with 50% employer match about $187,704 at 4% or $125,136 at 6%; with 100% employer match about $140,778 at 4% or $93,852 at 6%.
201614$452,230$37,722$9,431iApproximate average salary by contribution assumption: employee only about $235,763 at 4% or $157,175 at 6%; with 50% employer match about $157,175 at 4% or $104,783 at 6%; with 100% employer match about $117,881 at 4% or $78,588 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$452,230$37,722$9,431iApproximate average salary by contribution assumption: employee only about $235,763 at 4% or $157,175 at 6%; with 50% employer match about $157,175 at 4% or $104,783 at 6%; with 100% employer match about $117,881 at 4% or $78,588 at 6%.
201514$392,579$68,473$17,118iApproximate average salary by contribution assumption: employee only about $427,956 at 4% or $285,304 at 6%; with 50% employer match about $285,304 at 4% or $190,203 at 6%; with 100% employer match about $213,978 at 4% or $142,652 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$392,579$68,473$17,118iApproximate average salary by contribution assumption: employee only about $427,956 at 4% or $285,304 at 6%; with 50% employer match about $285,304 at 4% or $190,203 at 6%; with 100% employer match about $213,978 at 4% or $142,652 at 6%.
201414$332,833$73,538$18,385iApproximate average salary by contribution assumption: employee only about $459,613 at 4% or $306,408 at 6%; with 50% employer match about $306,408 at 4% or $204,272 at 6%; with 100% employer match about $229,806 at 4% or $153,204 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$332,833$73,538$18,385iApproximate average salary by contribution assumption: employee only about $459,613 at 4% or $306,408 at 6%; with 50% employer match about $306,408 at 4% or $204,272 at 6%; with 100% employer match about $229,806 at 4% or $153,204 at 6%.
201314$249,365$48,338$12,085iApproximate average salary by contribution assumption: employee only about $302,113 at 4% or $201,408 at 6%; with 50% employer match about $201,408 at 4% or $134,272 at 6%; with 100% employer match about $151,056 at 4% or $100,704 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$249,365$48,338$12,085iApproximate average salary by contribution assumption: employee only about $302,113 at 4% or $201,408 at 6%; with 50% employer match about $201,408 at 4% or $134,272 at 6%; with 100% employer match about $151,056 at 4% or $100,704 at 6%.
201214$185,347$194,725$48,681iApproximate average salary by contribution assumption: employee only about $1,217,031 at 4% or $811,354 at 6%; with 50% employer match about $811,354 at 4% or $540,903 at 6%; with 100% employer match about $608,516 at 4% or $405,677 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$185,347$194,725$48,681iApproximate average salary by contribution assumption: employee only about $1,217,031 at 4% or $811,354 at 6%; with 50% employer match about $811,354 at 4% or $540,903 at 6%; with 100% employer match about $608,516 at 4% or $405,677 at 6%.
201114$136,359$18,221$4,555iApproximate average salary by contribution assumption: employee only about $113,881 at 4% or $75,921 at 6%; with 50% employer match about $75,921 at 4% or $50,614 at 6%; with 100% employer match about $56,941 at 4% or $37,960 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$136,359$18,221$4,555iApproximate average salary by contribution assumption: employee only about $113,881 at 4% or $75,921 at 6%; with 50% employer match about $75,921 at 4% or $50,614 at 6%; with 100% employer match about $56,941 at 4% or $37,960 at 6%.
201014$127,436$32,922$8,231iApproximate average salary by contribution assumption: employee only about $205,763 at 4% or $137,175 at 6%; with 50% employer match about $137,175 at 4% or $91,450 at 6%; with 100% employer match about $102,881 at 4% or $68,588 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$127,436$32,922$8,231iApproximate average salary by contribution assumption: employee only about $205,763 at 4% or $137,175 at 6%; with 50% employer match about $137,175 at 4% or $91,450 at 6%; with 100% employer match about $102,881 at 4% or $68,588 at 6%.
200914$75,663$39,225$9,806iApproximate average salary by contribution assumption: employee only about $245,156 at 4% or $163,438 at 6%; with 50% employer match about $163,438 at 4% or $108,958 at 6%; with 100% employer match about $122,578 at 4% or $81,719 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$75,663$39,225$9,806iApproximate average salary by contribution assumption: employee only about $245,156 at 4% or $163,438 at 6%; with 50% employer match about $163,438 at 4% or $108,958 at 6%; with 100% employer match about $122,578 at 4% or $81,719 at 6%.
200814$25,637$32,936$8,234iApproximate average salary by contribution assumption: employee only about $205,850 at 4% or $137,233 at 6%; with 50% employer match about $137,233 at 4% or $91,489 at 6%; with 100% employer match about $102,925 at 4% or $68,617 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-4$25,637$32,936$8,234iApproximate average salary by contribution assumption: employee only about $205,850 at 4% or $137,233 at 6%; with 50% employer match about $137,233 at 4% or $91,489 at 6%; with 100% employer match about $102,925 at 4% or $68,617 at 6%.
200713$2,772$2,769$923iApproximate average salary by contribution assumption: employee only about $23,075 at 4% or $15,383 at 6%; with 50% employer match about $15,383 at 4% or $10,256 at 6%; with 100% employer match about $11,538 at 4% or $7,692 at 6%.
Dew Wealth Management LLC 401(K) Profit Sharing Plan-3$2,772$2,769$923iApproximate average salary by contribution assumption: employee only about $23,075 at 4% or $15,383 at 6%; with 50% employer match about $15,383 at 4% or $10,256 at 6%; with 100% employer match about $11,538 at 4% or $7,692 at 6%.