Civic Intelligence

Pwm Advisory Group LLC

Plan context: Pwm Advisory Group LLC 401(K) Plan

EIN 90-0729936 • Red Bank, NJ • 10 filings • 2 plans

47 Reckless PlaceRed Bank, NJ 07701
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,480,817

2024 Contributions

$331,628

Historical Graphs

Total Assets Over Time

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

$1,480,817$740,409$0201520202024YearValue
$1,480,817Latest year 2024

Participants Over Time

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

1260201520202024YearValue
11Latest 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
2024111$1,480,817$331,628$30,148iApproximate average salary by contribution assumption: employee only about $753,700 at 4% or $502,467 at 6%; with 50% employer match about $502,467 at 4% or $334,978 at 6%; with 100% employer match about $376,850 at 4% or $251,233 at 6%.
Pwm Advisory Group LLC 401(K) Plan-11$1,480,817$331,628$30,148iApproximate average salary by contribution assumption: employee only about $753,700 at 4% or $502,467 at 6%; with 50% employer match about $502,467 at 4% or $334,978 at 6%; with 100% employer match about $376,850 at 4% or $251,233 at 6%.
2023112$1,141,075$330,846$27,571iApproximate average salary by contribution assumption: employee only about $689,263 at 4% or $459,508 at 6%; with 50% employer match about $459,508 at 4% or $306,339 at 6%; with 100% employer match about $344,631 at 4% or $229,754 at 6%.
Pwm Advisory Group LLC 401(K) Plan-12$1,141,075$330,846$27,571iApproximate average salary by contribution assumption: employee only about $689,263 at 4% or $459,508 at 6%; with 50% employer match about $459,508 at 4% or $306,339 at 6%; with 100% employer match about $344,631 at 4% or $229,754 at 6%.
2022111$645,480$207,459$18,860iApproximate average salary by contribution assumption: employee only about $471,498 at 4% or $314,332 at 6%; with 50% employer match about $314,332 at 4% or $209,555 at 6%; with 100% employer match about $235,749 at 4% or $157,166 at 6%.
Pwm Advisory Group LLC 401(K) Plan-11$645,480$207,459$18,860iApproximate average salary by contribution assumption: employee only about $471,498 at 4% or $314,332 at 6%; with 50% employer match about $314,332 at 4% or $209,555 at 6%; with 100% employer match about $235,749 at 4% or $157,166 at 6%.
202118$545,566$139,126$17,391iApproximate average salary by contribution assumption: employee only about $434,769 at 4% or $289,846 at 6%; with 50% employer match about $289,846 at 4% or $193,231 at 6%; with 100% employer match about $217,384 at 4% or $144,923 at 6%.
Pwm Advisory Group LLC 401(K) Plan-8$545,566$139,126$17,391iApproximate average salary by contribution assumption: employee only about $434,769 at 4% or $289,846 at 6%; with 50% employer match about $289,846 at 4% or $193,231 at 6%; with 100% employer match about $217,384 at 4% or $144,923 at 6%.
202016$343,193$104,046$17,341iApproximate average salary by contribution assumption: employee only about $433,525 at 4% or $289,017 at 6%; with 50% employer match about $289,017 at 4% or $192,678 at 6%; with 100% employer match about $216,763 at 4% or $144,508 at 6%.
Pwm Advisory Group LLC 401(K) Plan-6$343,193$104,046$17,341iApproximate average salary by contribution assumption: employee only about $433,525 at 4% or $289,017 at 6%; with 50% employer match about $289,017 at 4% or $192,678 at 6%; with 100% employer match about $216,763 at 4% or $144,508 at 6%.
201915$215,259$86,964$17,393iApproximate average salary by contribution assumption: employee only about $434,820 at 4% or $289,880 at 6%; with 50% employer match about $289,880 at 4% or $193,253 at 6%; with 100% employer match about $217,410 at 4% or $144,940 at 6%.
Pwm Advisory Group LLC 401(K) Plan-5$215,259$86,964$17,393iApproximate average salary by contribution assumption: employee only about $434,820 at 4% or $289,880 at 6%; with 50% employer match about $289,880 at 4% or $193,253 at 6%; with 100% employer match about $217,410 at 4% or $144,940 at 6%.
201815$93,878$19,730$3,946iApproximate average salary by contribution assumption: employee only about $98,650 at 4% or $65,767 at 6%; with 50% employer match about $65,767 at 4% or $43,844 at 6%; with 100% employer match about $49,325 at 4% or $32,883 at 6%.
Pwm Advisory Group LLC 401(K) Plan-5$93,878$19,730$3,946iApproximate average salary by contribution assumption: employee only about $98,650 at 4% or $65,767 at 6%; with 50% employer match about $65,767 at 4% or $43,844 at 6%; with 100% employer match about $49,325 at 4% or $32,883 at 6%.
201713$84,277$36,915$12,305iApproximate average salary by contribution assumption: employee only about $307,625 at 4% or $205,083 at 6%; with 50% employer match about $205,083 at 4% or $136,722 at 6%; with 100% employer match about $153,813 at 4% or $102,542 at 6%.
Pwm Advisory Group LLC 401(K) Plan-3$84,277$36,915$12,305iApproximate average salary by contribution assumption: employee only about $307,625 at 4% or $205,083 at 6%; with 50% employer match about $205,083 at 4% or $136,722 at 6%; with 100% employer match about $153,813 at 4% or $102,542 at 6%.
201613$46,396$36,821$12,274iApproximate average salary by contribution assumption: employee only about $306,842 at 4% or $204,561 at 6%; with 50% employer match about $204,561 at 4% or $136,374 at 6%; with 100% employer match about $153,421 at 4% or $102,281 at 6%.
Pwm Advisory Group LLC 401(K) Plan-3$46,396$36,821$12,274iApproximate average salary by contribution assumption: employee only about $306,842 at 4% or $204,561 at 6%; with 50% employer match about $204,561 at 4% or $136,374 at 6%; with 100% employer match about $153,421 at 4% or $102,281 at 6%.
201513$6,565$6,046$2,015iApproximate average salary by contribution assumption: employee only about $50,383 at 4% or $33,589 at 6%; with 50% employer match about $33,589 at 4% or $22,393 at 6%; with 100% employer match about $25,192 at 4% or $16,794 at 6%.
Pwm Advisory Group LLC 401(K) Plan-3$6,565$6,046$2,015iApproximate average salary by contribution assumption: employee only about $50,383 at 4% or $33,589 at 6%; with 50% employer match about $33,589 at 4% or $22,393 at 6%; with 100% employer match about $25,192 at 4% or $16,794 at 6%.