Civic Intelligence

Integrated Wealth Management Inc

Plan context: Integrated Wealth Management 401K Profit Sharing Plan

EIN 95-4542307 • Elizabeth, NJ • 20 filings • 4 plans

608 2nd AvenueElizabeth, NJ 07202
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$122,375

2018 Contributions

$97,687

Historical Graphs

Total Assets Over Time

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

$1,335,194$667,597$0200120092017YearValue
$122,375Latest year 2017

Participants Over Time

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

1790200120092017YearValue
5Latest year 2017

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
201810$0$0-
Integrated Wealth Management 401K Profit Sharing Plan-0$0--
201715$122,375$97,687$19,537iApproximate average salary by contribution assumption: employee only about $488,435 at 4% or $325,623 at 6%; with 50% employer match about $325,623 at 4% or $217,082 at 6%; with 100% employer match about $244,218 at 4% or $162,812 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-5$122,375$97,687$19,537iApproximate average salary by contribution assumption: employee only about $488,435 at 4% or $325,623 at 6%; with 50% employer match about $325,623 at 4% or $217,082 at 6%; with 100% employer match about $244,218 at 4% or $162,812 at 6%.
2016117$976,122$173,642$10,214iApproximate average salary by contribution assumption: employee only about $255,356 at 4% or $170,237 at 6%; with 50% employer match about $170,237 at 4% or $113,492 at 6%; with 100% employer match about $127,678 at 4% or $85,119 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-17$976,122$173,642$10,214iApproximate average salary by contribution assumption: employee only about $255,356 at 4% or $170,237 at 6%; with 50% employer match about $170,237 at 4% or $113,492 at 6%; with 100% employer match about $127,678 at 4% or $85,119 at 6%.
2015114$768,141$182,778$13,056iApproximate average salary by contribution assumption: employee only about $326,389 at 4% or $217,593 at 6%; with 50% employer match about $217,593 at 4% or $145,062 at 6%; with 100% employer match about $163,195 at 4% or $108,796 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-14$768,141$182,778$13,056iApproximate average salary by contribution assumption: employee only about $326,389 at 4% or $217,593 at 6%; with 50% employer match about $217,593 at 4% or $145,062 at 6%; with 100% employer match about $163,195 at 4% or $108,796 at 6%.
2014112$915,342$155,964$12,997iApproximate average salary by contribution assumption: employee only about $324,925 at 4% or $216,617 at 6%; with 50% employer match about $216,617 at 4% or $144,411 at 6%; with 100% employer match about $162,463 at 4% or $108,308 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-12$915,342$155,964$12,997iApproximate average salary by contribution assumption: employee only about $324,925 at 4% or $216,617 at 6%; with 50% employer match about $216,617 at 4% or $144,411 at 6%; with 100% employer match about $162,463 at 4% or $108,308 at 6%.
201318$727,278$108,181$13,523iApproximate average salary by contribution assumption: employee only about $338,066 at 4% or $225,377 at 6%; with 50% employer match about $225,377 at 4% or $150,251 at 6%; with 100% employer match about $169,033 at 4% or $112,689 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-8$727,278$108,181$13,523iApproximate average salary by contribution assumption: employee only about $338,066 at 4% or $225,377 at 6%; with 50% employer match about $225,377 at 4% or $150,251 at 6%; with 100% employer match about $169,033 at 4% or $112,689 at 6%.
201219$776,821$94,945$10,549iApproximate average salary by contribution assumption: employee only about $263,736 at 4% or $175,824 at 6%; with 50% employer match about $175,824 at 4% or $117,216 at 6%; with 100% employer match about $131,868 at 4% or $87,912 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-9$776,821$94,945$10,549iApproximate average salary by contribution assumption: employee only about $263,736 at 4% or $175,824 at 6%; with 50% employer match about $175,824 at 4% or $117,216 at 6%; with 100% employer match about $131,868 at 4% or $87,912 at 6%.
201116$1,261,065$15,683$2,614iApproximate average salary by contribution assumption: employee only about $65,346 at 4% or $43,564 at 6%; with 50% employer match about $43,564 at 4% or $29,043 at 6%; with 100% employer match about $32,673 at 4% or $21,782 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-6$1,261,065$15,683$2,614iApproximate average salary by contribution assumption: employee only about $65,346 at 4% or $43,564 at 6%; with 50% employer match about $43,564 at 4% or $29,043 at 6%; with 100% employer match about $32,673 at 4% or $21,782 at 6%.
201015$1,335,194$74,080$14,816iApproximate average salary by contribution assumption: employee only about $370,400 at 4% or $246,933 at 6%; with 50% employer match about $246,933 at 4% or $164,622 at 6%; with 100% employer match about $185,200 at 4% or $123,467 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-5$1,335,194$74,080$14,816iApproximate average salary by contribution assumption: employee only about $370,400 at 4% or $246,933 at 6%; with 50% employer match about $246,933 at 4% or $164,622 at 6%; with 100% employer match about $185,200 at 4% or $123,467 at 6%.
200915$1,132,536$34,148$6,830iApproximate average salary by contribution assumption: employee only about $170,740 at 4% or $113,827 at 6%; with 50% employer match about $113,827 at 4% or $75,884 at 6%; with 100% employer match about $85,370 at 4% or $56,913 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-5$1,132,536$34,148$6,830iApproximate average salary by contribution assumption: employee only about $170,740 at 4% or $113,827 at 6%; with 50% employer match about $113,827 at 4% or $75,884 at 6%; with 100% employer match about $85,370 at 4% or $56,913 at 6%.
200816$856,646$97,791$16,299iApproximate average salary by contribution assumption: employee only about $407,463 at 4% or $271,642 at 6%; with 50% employer match about $271,642 at 4% or $181,094 at 6%; with 100% employer match about $203,731 at 4% or $135,821 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-6$856,646$97,791$16,299iApproximate average salary by contribution assumption: employee only about $407,463 at 4% or $271,642 at 6%; with 50% employer match about $271,642 at 4% or $181,094 at 6%; with 100% employer match about $203,731 at 4% or $135,821 at 6%.
200715$1,324,118$115,272$23,054iApproximate average salary by contribution assumption: employee only about $576,360 at 4% or $384,240 at 6%; with 50% employer match about $384,240 at 4% or $256,160 at 6%; with 100% employer match about $288,180 at 4% or $192,120 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-5$1,324,118$115,272$23,054iApproximate average salary by contribution assumption: employee only about $576,360 at 4% or $384,240 at 6%; with 50% employer match about $384,240 at 4% or $256,160 at 6%; with 100% employer match about $288,180 at 4% or $192,120 at 6%.
200615$1,119,081$113,659$22,732iApproximate average salary by contribution assumption: employee only about $568,295 at 4% or $378,863 at 6%; with 50% employer match about $378,863 at 4% or $252,576 at 6%; with 100% employer match about $284,148 at 4% or $189,432 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-5$1,119,081$113,659$22,732iApproximate average salary by contribution assumption: employee only about $568,295 at 4% or $378,863 at 6%; with 50% employer match about $378,863 at 4% or $252,576 at 6%; with 100% employer match about $284,148 at 4% or $189,432 at 6%.
200513$871,298$104,900$34,967iApproximate average salary by contribution assumption: employee only about $874,167 at 4% or $582,778 at 6%; with 50% employer match about $582,778 at 4% or $388,519 at 6%; with 100% employer match about $437,083 at 4% or $291,389 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-3$871,298$104,900$34,967iApproximate average salary by contribution assumption: employee only about $874,167 at 4% or $582,778 at 6%; with 50% employer match about $582,778 at 4% or $388,519 at 6%; with 100% employer match about $437,083 at 4% or $291,389 at 6%.
200414$697,169$208,349$52,087iApproximate average salary by contribution assumption: employee only about $1,302,181 at 4% or $868,121 at 6%; with 50% employer match about $868,121 at 4% or $578,747 at 6%; with 100% employer match about $651,091 at 4% or $434,060 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-4$697,169$208,349$52,087iApproximate average salary by contribution assumption: employee only about $1,302,181 at 4% or $868,121 at 6%; with 50% employer match about $868,121 at 4% or $578,747 at 6%; with 100% employer match about $651,091 at 4% or $434,060 at 6%.
200314$422,953$214,474$53,619iApproximate average salary by contribution assumption: employee only about $1,340,463 at 4% or $893,642 at 6%; with 50% employer match about $893,642 at 4% or $595,761 at 6%; with 100% employer match about $670,231 at 4% or $446,821 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-4$422,953$214,474$53,619iApproximate average salary by contribution assumption: employee only about $1,340,463 at 4% or $893,642 at 6%; with 50% employer match about $893,642 at 4% or $595,761 at 6%; with 100% employer match about $670,231 at 4% or $446,821 at 6%.
200224$153,163$96,281$24,070iApproximate average salary by contribution assumption: employee only about $601,756 at 4% or $401,171 at 6%; with 50% employer match about $401,171 at 4% or $267,447 at 6%; with 100% employer match about $300,878 at 4% or $200,585 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-4$153,163$63,688$15,922iApproximate average salary by contribution assumption: employee only about $398,050 at 4% or $265,367 at 6%; with 50% employer match about $265,367 at 4% or $176,911 at 6%; with 100% employer match about $199,025 at 4% or $132,683 at 6%.
PHYSICIANS ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN-0-$32,593-
200123$78,750$82,242$27,414iApproximate average salary by contribution assumption: employee only about $685,350 at 4% or $456,900 at 6%; with 50% employer match about $456,900 at 4% or $304,600 at 6%; with 100% employer match about $342,675 at 4% or $228,450 at 6%.
Integrated Wealth Management 401K Profit Sharing Plan-3$48,419$50,645$16,882iApproximate average salary by contribution assumption: employee only about $422,042 at 4% or $281,361 at 6%; with 50% employer match about $281,361 at 4% or $187,574 at 6%; with 100% employer match about $211,021 at 4% or $140,681 at 6%.
PHYSICIANS ASSET MANAGEMENT MONEY PURCHASE PENSION PLAN-3$30,331$31,597$10,532iApproximate average salary by contribution assumption: employee only about $263,308 at 4% or $175,539 at 6%; with 50% employer match about $175,539 at 4% or $117,026 at 6%; with 100% employer match about $131,654 at 4% or $87,769 at 6%.