Bell Wealth Management
Plan context: Bell Wealth Management 401(K) Retirement Plan
EIN 04-3666183 • South Burlington, VT • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$303,589
2018 Contributions
$90,787
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Bell Wealth Management 401(K) Retirement Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 3 | $303,589 | $90,787 | $30,262iApproximate average salary by contribution assumption: employee only about $756,558 at 4% or $504,372 at 6%; with 50% employer match about $504,372 at 4% or $336,248 at 6%; with 100% employer match about $378,279 at 4% or $252,186 at 6%. |
| Bell Wealth Management 401(K) Retirement Plan | - | 3 | $303,589 | $90,787 | $30,262iApproximate average salary by contribution assumption: employee only about $756,558 at 4% or $504,372 at 6%; with 50% employer match about $504,372 at 4% or $336,248 at 6%; with 100% employer match about $378,279 at 4% or $252,186 at 6%. |
| 2016 | 1 | 2 | $173,303 | $63,708 | $31,854iApproximate average salary by contribution assumption: employee only about $796,350 at 4% or $530,900 at 6%; with 50% employer match about $530,900 at 4% or $353,933 at 6%; with 100% employer match about $398,175 at 4% or $265,450 at 6%. |
| Bell Wealth Management 401(K) Retirement Plan | - | 2 | $173,303 | $63,708 | $31,854iApproximate average salary by contribution assumption: employee only about $796,350 at 4% or $530,900 at 6%; with 50% employer match about $530,900 at 4% or $353,933 at 6%; with 100% employer match about $398,175 at 4% or $265,450 at 6%. |
| 2015 | 1 | 2 | $100,627 | $199,052 | $99,526iApproximate average salary by contribution assumption: employee only about $2,488,150 at 4% or $1,658,767 at 6%; with 50% employer match about $1,658,767 at 4% or $1,105,844 at 6%; with 100% employer match about $1,244,075 at 4% or $829,383 at 6%. |
| Bell Wealth Management 401(K) Retirement Plan | - | 2 | $100,627 | $199,052 | $99,526iApproximate average salary by contribution assumption: employee only about $2,488,150 at 4% or $1,658,767 at 6%; with 50% employer match about $1,658,767 at 4% or $1,105,844 at 6%; with 100% employer match about $1,244,075 at 4% or $829,383 at 6%. |