Clearview Wealth Management
Plan context: Clearview Wealth Management 401 K Profit Sharing Plan Trust
EIN 90-1073214 • Charlotte, NC • 1 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$287,688
2015 Contributions
$26,128
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 3 | $287,688 | $26,128 | $8,709iApproximate average salary by contribution assumption: employee only about $217,733 at 4% or $145,156 at 6%; with 50% employer match about $145,156 at 4% or $96,770 at 6%; with 100% employer match about $108,867 at 4% or $72,578 at 6%. |
| Clearview Wealth Management 401 K Profit Sharing Plan Trust | - | 3 | $287,688 | $26,128 | $8,709iApproximate average salary by contribution assumption: employee only about $217,733 at 4% or $145,156 at 6%; with 50% employer match about $145,156 at 4% or $96,770 at 6%; with 100% employer match about $108,867 at 4% or $72,578 at 6%. |