Civic Intelligence

Diversified Wealth Management LLC

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

EIN 91-2192208 • St. Louis Park, MN • 13 filings • 1 plans

4501 Minnetonka Blvd, Suite 200St. Louis Park, MN 55416
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,947,270

2024 Contributions

$158,582

Historical Graphs

Total Assets Over Time

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

$2,947,270$1,473,635$0201220182024YearValue
$2,947,270Latest year 2024

Participants Over Time

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

530201220182024YearValue
5Latest 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
202415$2,947,270$158,582$31,716iApproximate average salary by contribution assumption: employee only about $792,910 at 4% or $528,607 at 6%; with 50% employer match about $528,607 at 4% or $352,404 at 6%; with 100% employer match about $396,455 at 4% or $264,303 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-5$2,947,270$158,582$31,716iApproximate average salary by contribution assumption: employee only about $792,910 at 4% or $528,607 at 6%; with 50% employer match about $528,607 at 4% or $352,404 at 6%; with 100% employer match about $396,455 at 4% or $264,303 at 6%.
202315$2,801,388$145,504$29,101iApproximate average salary by contribution assumption: employee only about $727,520 at 4% or $485,013 at 6%; with 50% employer match about $485,013 at 4% or $323,342 at 6%; with 100% employer match about $363,760 at 4% or $242,507 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-5$2,801,388$145,504$29,101iApproximate average salary by contribution assumption: employee only about $727,520 at 4% or $485,013 at 6%; with 50% employer match about $485,013 at 4% or $323,342 at 6%; with 100% employer match about $363,760 at 4% or $242,507 at 6%.
202215$2,115,290$127,475$25,495iApproximate average salary by contribution assumption: employee only about $637,375 at 4% or $424,917 at 6%; with 50% employer match about $424,917 at 4% or $283,278 at 6%; with 100% employer match about $318,688 at 4% or $212,458 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-5$2,115,290$127,475$25,495iApproximate average salary by contribution assumption: employee only about $637,375 at 4% or $424,917 at 6%; with 50% employer match about $424,917 at 4% or $283,278 at 6%; with 100% employer match about $318,688 at 4% or $212,458 at 6%.
202115$2,486,086$67,055$13,411iApproximate average salary by contribution assumption: employee only about $335,275 at 4% or $223,517 at 6%; with 50% employer match about $223,517 at 4% or $149,011 at 6%; with 100% employer match about $167,638 at 4% or $111,758 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-5$2,486,086$67,055$13,411iApproximate average salary by contribution assumption: employee only about $335,275 at 4% or $223,517 at 6%; with 50% employer match about $223,517 at 4% or $149,011 at 6%; with 100% employer match about $167,638 at 4% or $111,758 at 6%.
202015$2,001,082$76,900$15,380iApproximate average salary by contribution assumption: employee only about $384,500 at 4% or $256,333 at 6%; with 50% employer match about $256,333 at 4% or $170,889 at 6%; with 100% employer match about $192,250 at 4% or $128,167 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-5$2,001,082$76,900$15,380iApproximate average salary by contribution assumption: employee only about $384,500 at 4% or $256,333 at 6%; with 50% employer match about $256,333 at 4% or $170,889 at 6%; with 100% employer match about $192,250 at 4% or $128,167 at 6%.
201914$1,578,969$59,359$14,840iApproximate average salary by contribution assumption: employee only about $370,994 at 4% or $247,329 at 6%; with 50% employer match about $247,329 at 4% or $164,886 at 6%; with 100% employer match about $185,497 at 4% or $123,665 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-4$1,578,969$59,359$14,840iApproximate average salary by contribution assumption: employee only about $370,994 at 4% or $247,329 at 6%; with 50% employer match about $247,329 at 4% or $164,886 at 6%; with 100% employer match about $185,497 at 4% or $123,665 at 6%.
201814$1,195,152$57,617$14,404iApproximate average salary by contribution assumption: employee only about $360,106 at 4% or $240,071 at 6%; with 50% employer match about $240,071 at 4% or $160,047 at 6%; with 100% employer match about $180,053 at 4% or $120,035 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-4$1,195,152$57,617$14,404iApproximate average salary by contribution assumption: employee only about $360,106 at 4% or $240,071 at 6%; with 50% employer match about $240,071 at 4% or $160,047 at 6%; with 100% employer match about $180,053 at 4% or $120,035 at 6%.
201714$1,213,092$53,840$13,460iApproximate average salary by contribution assumption: employee only about $336,500 at 4% or $224,333 at 6%; with 50% employer match about $224,333 at 4% or $149,556 at 6%; with 100% employer match about $168,250 at 4% or $112,167 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-4$1,213,092$53,840$13,460iApproximate average salary by contribution assumption: employee only about $336,500 at 4% or $224,333 at 6%; with 50% employer match about $224,333 at 4% or $149,556 at 6%; with 100% employer match about $168,250 at 4% or $112,167 at 6%.
201614$978,886$54,196$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-4$978,886$54,196$13,549iApproximate average salary by contribution assumption: employee only about $338,725 at 4% or $225,817 at 6%; with 50% employer match about $225,817 at 4% or $150,544 at 6%; with 100% employer match about $169,363 at 4% or $112,908 at 6%.
201513$850,808$87,429$29,143iApproximate average salary by contribution assumption: employee only about $728,575 at 4% or $485,717 at 6%; with 50% employer match about $485,717 at 4% or $323,811 at 6%; with 100% employer match about $364,288 at 4% or $242,858 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-3$850,808$87,429$29,143iApproximate average salary by contribution assumption: employee only about $728,575 at 4% or $485,717 at 6%; with 50% employer match about $485,717 at 4% or $323,811 at 6%; with 100% employer match about $364,288 at 4% or $242,858 at 6%.
201414$783,553$83,960$20,990iApproximate average salary by contribution assumption: employee only about $524,750 at 4% or $349,833 at 6%; with 50% employer match about $349,833 at 4% or $233,222 at 6%; with 100% employer match about $262,375 at 4% or $174,917 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-4$783,553$83,960$20,990iApproximate average salary by contribution assumption: employee only about $524,750 at 4% or $349,833 at 6%; with 50% employer match about $349,833 at 4% or $233,222 at 6%; with 100% employer match about $262,375 at 4% or $174,917 at 6%.
201314$655,834$86,247$21,562iApproximate average salary by contribution assumption: employee only about $539,044 at 4% or $359,363 at 6%; with 50% employer match about $359,363 at 4% or $239,575 at 6%; with 100% employer match about $269,522 at 4% or $179,681 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-4$655,834$86,247$21,562iApproximate average salary by contribution assumption: employee only about $539,044 at 4% or $359,363 at 6%; with 50% employer match about $359,363 at 4% or $239,575 at 6%; with 100% employer match about $269,522 at 4% or $179,681 at 6%.
201213$491,169$134,690$44,897iApproximate average salary by contribution assumption: employee only about $1,122,417 at 4% or $748,278 at 6%; with 50% employer match about $748,278 at 4% or $498,852 at 6%; with 100% employer match about $561,208 at 4% or $374,139 at 6%.
Diversified Wealth Management LLC 401(K) Profit Sharing Plan-3$491,169$134,690$44,897iApproximate average salary by contribution assumption: employee only about $1,122,417 at 4% or $748,278 at 6%; with 50% employer match about $748,278 at 4% or $498,852 at 6%; with 100% employer match about $561,208 at 4% or $374,139 at 6%.