Martha a. Curtis Curtis Wealth Management LLC
Plan context: Martha a. Curtis 401(K) Plan
EIN 90-0290196 • Menasha, WI • 6 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$598,487
2016 Contributions
$36,182
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Martha a. Curtis 401(K) Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 2 | $598,487 | $36,182 | $18,091iApproximate average salary by contribution assumption: employee only about $452,275 at 4% or $301,517 at 6%; with 50% employer match about $301,517 at 4% or $201,011 at 6%; with 100% employer match about $226,138 at 4% or $150,758 at 6%. |
| Martha a. Curtis 401(K) Plan | - | 2 | $598,487 | $36,182 | $18,091iApproximate average salary by contribution assumption: employee only about $452,275 at 4% or $301,517 at 6%; with 50% employer match about $301,517 at 4% or $201,011 at 6%; with 100% employer match about $226,138 at 4% or $150,758 at 6%. |
| 2014 | 1 | 2 | $576,819 | $23,651 | $11,826iApproximate average salary by contribution assumption: employee only about $295,638 at 4% or $197,092 at 6%; with 50% employer match about $197,092 at 4% or $131,394 at 6%; with 100% employer match about $147,819 at 4% or $98,546 at 6%. |
| Martha a. Curtis 401(K) Plan | - | 2 | $576,819 | $23,651 | $11,826iApproximate average salary by contribution assumption: employee only about $295,638 at 4% or $197,092 at 6%; with 50% employer match about $197,092 at 4% or $131,394 at 6%; with 100% employer match about $147,819 at 4% or $98,546 at 6%. |
| 2013 | 1 | 2 | $493,862 | $46,043 | $23,022iApproximate average salary by contribution assumption: employee only about $575,538 at 4% or $383,692 at 6%; with 50% employer match about $383,692 at 4% or $255,794 at 6%; with 100% employer match about $287,769 at 4% or $191,846 at 6%. |
| Martha a. Curtis 401(K) Plan | - | 2 | $493,862 | $46,043 | $23,022iApproximate average salary by contribution assumption: employee only about $575,538 at 4% or $383,692 at 6%; with 50% employer match about $383,692 at 4% or $255,794 at 6%; with 100% employer match about $287,769 at 4% or $191,846 at 6%. |
| 2012 | 1 | 2 | $429,532 | $47,385 | $23,693iApproximate average salary by contribution assumption: employee only about $592,313 at 4% or $394,875 at 6%; with 50% employer match about $394,875 at 4% or $263,250 at 6%; with 100% employer match about $296,156 at 4% or $197,438 at 6%. |
| Martha a. Curtis 401(K) Plan | - | 2 | $429,532 | $47,385 | $23,693iApproximate average salary by contribution assumption: employee only about $592,313 at 4% or $394,875 at 6%; with 50% employer match about $394,875 at 4% or $263,250 at 6%; with 100% employer match about $296,156 at 4% or $197,438 at 6%. |
| 2011 | 1 | 2 | $346,514 | $62,789 | $31,395iApproximate average salary by contribution assumption: employee only about $784,863 at 4% or $523,242 at 6%; with 50% employer match about $523,242 at 4% or $348,828 at 6%; with 100% employer match about $392,431 at 4% or $261,621 at 6%. |
| Martha a. Curtis 401(K) Plan | - | 2 | $346,514 | $62,789 | $31,395iApproximate average salary by contribution assumption: employee only about $784,863 at 4% or $523,242 at 6%; with 50% employer match about $523,242 at 4% or $348,828 at 6%; with 100% employer match about $392,431 at 4% or $261,621 at 6%. |