W5 Wealth Management Inc
Plan context: W5 Wealth Management Inc 401(K) Plan
EIN 20-0204745 • Clearwater, FL • 6 filings • 4 plans
Current Snapshot
Latest Year
2009
2009 Participants
6
2009 Assets
$25,400
2009 Contributions
$4,072
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $4,072 | - |
| W5 Wealth Management Inc 401(K) Plan | - | 0 | - | $4,072 | - |
| 2008 | 1 | 6 | $25,400 | $4,176 | $696iApproximate average salary by contribution assumption: employee only about $17,400 at 4% or $11,600 at 6%; with 50% employer match about $11,600 at 4% or $7,733 at 6%; with 100% employer match about $8,700 at 4% or $5,800 at 6%. |
| W5 Wealth Management Inc 401(K) Plan | - | 6 | $25,400 | $4,176 | $696iApproximate average salary by contribution assumption: employee only about $17,400 at 4% or $11,600 at 6%; with 50% employer match about $11,600 at 4% or $7,733 at 6%; with 100% employer match about $8,700 at 4% or $5,800 at 6%. |
| 2007 | 1 | 6 | $37,782 | $8,023 | $1,337iApproximate average salary by contribution assumption: employee only about $33,429 at 4% or $22,286 at 6%; with 50% employer match about $22,286 at 4% or $14,857 at 6%; with 100% employer match about $16,715 at 4% or $11,143 at 6%. |
| W5 Wealth Management Inc 401(K) Plan | - | 6 | $37,782 | $8,023 | $1,337iApproximate average salary by contribution assumption: employee only about $33,429 at 4% or $22,286 at 6%; with 50% employer match about $22,286 at 4% or $14,857 at 6%; with 100% employer match about $16,715 at 4% or $11,143 at 6%. |
| 2006 | 3 | 5 | $34,040 | $10,911 | $2,182iApproximate average salary by contribution assumption: employee only about $54,555 at 4% or $36,370 at 6%; with 50% employer match about $36,370 at 4% or $24,247 at 6%; with 100% employer match about $27,277 at 4% or $18,185 at 6%. |
| W5 Wealth Management Inc 401(K) Plan | - | 5 | $34,040 | $10,911 | $2,182iApproximate average salary by contribution assumption: employee only about $54,555 at 4% or $36,370 at 6%; with 50% employer match about $36,370 at 4% or $24,247 at 6%; with 100% employer match about $27,277 at 4% or $18,185 at 6%. |
| W5 Wealth Management Inc 401(K) Plan | - | 3 | - | - | - |
| W5 Wealth Management Inc 401(K) Plan | - | 3 | - | - | - |