Bennett Wealth Management LLC
Plan context: Bennett Wealth Management 401(K) Plan
EIN 03-0371604 • St. Albans, VT • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$374,844
2020 Contributions
$50,599
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $374,844 | $50,599 | $25,300iApproximate average salary by contribution assumption: employee only about $632,488 at 4% or $421,658 at 6%; with 50% employer match about $421,658 at 4% or $281,106 at 6%; with 100% employer match about $316,244 at 4% or $210,829 at 6%. |
| Bennett Wealth Management 401(K) Plan | - | 2 | $374,844 | $50,599 | $25,300iApproximate average salary by contribution assumption: employee only about $632,488 at 4% or $421,658 at 6%; with 50% employer match about $421,658 at 4% or $281,106 at 6%; with 100% employer match about $316,244 at 4% or $210,829 at 6%. |
| 2019 | 1 | 2 | $286,860 | $33,568 | $16,784iApproximate average salary by contribution assumption: employee only about $419,600 at 4% or $279,733 at 6%; with 50% employer match about $279,733 at 4% or $186,489 at 6%; with 100% employer match about $209,800 at 4% or $139,867 at 6%. |
| Bennett Wealth Management 401(K) Plan | - | 2 | $286,860 | $33,568 | $16,784iApproximate average salary by contribution assumption: employee only about $419,600 at 4% or $279,733 at 6%; with 50% employer match about $279,733 at 4% or $186,489 at 6%; with 100% employer match about $209,800 at 4% or $139,867 at 6%. |
| 2018 | 1 | 2 | $219,375 | $38,701 | $19,351iApproximate average salary by contribution assumption: employee only about $483,763 at 4% or $322,508 at 6%; with 50% employer match about $322,508 at 4% or $215,006 at 6%; with 100% employer match about $241,881 at 4% or $161,254 at 6%. |
| Bennett Wealth Management 401(K) Plan | - | 2 | $219,375 | $38,701 | $19,351iApproximate average salary by contribution assumption: employee only about $483,763 at 4% or $322,508 at 6%; with 50% employer match about $322,508 at 4% or $215,006 at 6%; with 100% employer match about $241,881 at 4% or $161,254 at 6%. |
| 2017 | 1 | 2 | $200,711 | $48,021 | $24,011iApproximate average salary by contribution assumption: employee only about $600,263 at 4% or $400,175 at 6%; with 50% employer match about $400,175 at 4% or $266,783 at 6%; with 100% employer match about $300,131 at 4% or $200,088 at 6%. |
| Bennett Wealth Management 401(K) Plan | - | 2 | $200,711 | $48,021 | $24,011iApproximate average salary by contribution assumption: employee only about $600,263 at 4% or $400,175 at 6%; with 50% employer match about $400,175 at 4% or $266,783 at 6%; with 100% employer match about $300,131 at 4% or $200,088 at 6%. |
| 2016 | 1 | 2 | $136,441 | $108,002 | $54,001iApproximate average salary by contribution assumption: employee only about $1,350,025 at 4% or $900,017 at 6%; with 50% employer match about $900,017 at 4% or $600,011 at 6%; with 100% employer match about $675,013 at 4% or $450,008 at 6%. |
| Bennett Wealth Management 401(K) Plan | - | 2 | $136,441 | $108,002 | $54,001iApproximate average salary by contribution assumption: employee only about $1,350,025 at 4% or $900,017 at 6%; with 50% employer match about $900,017 at 4% or $600,011 at 6%; with 100% employer match about $675,013 at 4% or $450,008 at 6%. |
| 2015 | 1 | 2 | $25,162 | $25,598 | $12,799iApproximate average salary by contribution assumption: employee only about $319,975 at 4% or $213,317 at 6%; with 50% employer match about $213,317 at 4% or $142,211 at 6%; with 100% employer match about $159,988 at 4% or $106,658 at 6%. |
| Bennett Wealth Management 401(K) Plan | - | 2 | $25,162 | $25,598 | $12,799iApproximate average salary by contribution assumption: employee only about $319,975 at 4% or $213,317 at 6%; with 50% employer match about $213,317 at 4% or $142,211 at 6%; with 100% employer match about $159,988 at 4% or $106,658 at 6%. |