Civic Intelligence

Foundation Wealth Management LLC

Plan context: FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN

EIN 20-0686218 • St. Louis, MO • 26 filings • 4 plans

168 N Meramec AveSuite 100St. Louis, MO 63105
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,861,002

2024 Contributions

$374,288

Historical Graphs

Total Assets Over Time

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

$3,861,002$1,930,501$0201120182024YearValue
$3,861,002Latest year 2024

Participants Over Time

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

740201120182024YearValue
7Latest 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
202437$3,861,002$374,288$53,470iApproximate average salary by contribution assumption: employee only about $1,336,743 at 4% or $891,162 at 6%; with 50% employer match about $891,162 at 4% or $594,108 at 6%; with 100% employer match about $668,371 at 4% or $445,581 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-7$2,619,591$203,335$29,048iApproximate average salary by contribution assumption: employee only about $726,196 at 4% or $484,131 at 6%; with 50% employer match about $484,131 at 4% or $322,754 at 6%; with 100% employer match about $363,098 at 4% or $242,065 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-6$1,238,208$148,293$24,716iApproximate average salary by contribution assumption: employee only about $617,888 at 4% or $411,925 at 6%; with 50% employer match about $411,925 at 4% or $274,617 at 6%; with 100% employer match about $308,944 at 4% or $205,963 at 6%.
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN-4$3,203$22,660$5,665iApproximate average salary by contribution assumption: employee only about $141,625 at 4% or $94,417 at 6%; with 50% employer match about $94,417 at 4% or $62,944 at 6%; with 100% employer match about $70,813 at 4% or $47,208 at 6%.
202336$3,166,840$522,565$87,094iApproximate average salary by contribution assumption: employee only about $2,177,354 at 4% or $1,451,569 at 6%; with 50% employer match about $1,451,569 at 4% or $967,713 at 6%; with 100% employer match about $1,088,677 at 4% or $725,785 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$2,170,107$345,631$57,605iApproximate average salary by contribution assumption: employee only about $1,440,129 at 4% or $960,086 at 6%; with 50% employer match about $960,086 at 4% or $640,057 at 6%; with 100% employer match about $720,065 at 4% or $480,043 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-5$994,166$156,864$31,373iApproximate average salary by contribution assumption: employee only about $784,320 at 4% or $522,880 at 6%; with 50% employer match about $522,880 at 4% or $348,587 at 6%; with 100% employer match about $392,160 at 4% or $261,440 at 6%.
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN-4$2,567$20,070$5,018iApproximate average salary by contribution assumption: employee only about $125,438 at 4% or $83,625 at 6%; with 50% employer match about $83,625 at 4% or $55,750 at 6%; with 100% employer match about $62,719 at 4% or $41,813 at 6%.
202236$2,438,685$347,637$57,940iApproximate average salary by contribution assumption: employee only about $1,448,488 at 4% or $965,658 at 6%; with 50% employer match about $965,658 at 4% or $643,772 at 6%; with 100% employer match about $724,244 at 4% or $482,829 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$1,696,589$182,615$30,436iApproximate average salary by contribution assumption: employee only about $760,896 at 4% or $507,264 at 6%; with 50% employer match about $507,264 at 4% or $338,176 at 6%; with 100% employer match about $380,448 at 4% or $253,632 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-5$740,257$146,688$29,338iApproximate average salary by contribution assumption: employee only about $733,440 at 4% or $488,960 at 6%; with 50% employer match about $488,960 at 4% or $325,973 at 6%; with 100% employer match about $366,720 at 4% or $244,480 at 6%.
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN-4$1,839$18,334$4,584iApproximate average salary by contribution assumption: employee only about $114,588 at 4% or $76,392 at 6%; with 50% employer match about $76,392 at 4% or $50,928 at 6%; with 100% employer match about $57,294 at 4% or $38,196 at 6%.
202136$2,531,707$332,626$55,438iApproximate average salary by contribution assumption: employee only about $1,385,942 at 4% or $923,961 at 6%; with 50% employer match about $923,961 at 4% or $615,974 at 6%; with 100% employer match about $692,971 at 4% or $461,981 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$1,833,905$172,304$28,717iApproximate average salary by contribution assumption: employee only about $717,933 at 4% or $478,622 at 6%; with 50% employer match about $478,622 at 4% or $319,081 at 6%; with 100% employer match about $358,967 at 4% or $239,311 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-5$696,234$145,954$29,191iApproximate average salary by contribution assumption: employee only about $729,770 at 4% or $486,513 at 6%; with 50% employer match about $486,513 at 4% or $324,342 at 6%; with 100% employer match about $364,885 at 4% or $243,257 at 6%.
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN-4$1,568$14,368$3,592iApproximate average salary by contribution assumption: employee only about $89,800 at 4% or $59,867 at 6%; with 50% employer match about $59,867 at 4% or $39,911 at 6%; with 100% employer match about $44,900 at 4% or $29,933 at 6%.
202036$1,938,870$319,248$53,208iApproximate average salary by contribution assumption: employee only about $1,330,200 at 4% or $886,800 at 6%; with 50% employer match about $886,800 at 4% or $591,200 at 6%; with 100% employer match about $665,100 at 4% or $443,400 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$1,447,345$154,017$25,670iApproximate average salary by contribution assumption: employee only about $641,738 at 4% or $427,825 at 6%; with 50% employer match about $427,825 at 4% or $285,217 at 6%; with 100% employer match about $320,869 at 4% or $213,913 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-5$490,468$150,876$30,175iApproximate average salary by contribution assumption: employee only about $754,380 at 4% or $502,920 at 6%; with 50% employer match about $502,920 at 4% or $335,280 at 6%; with 100% employer match about $377,190 at 4% or $251,460 at 6%.
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN-4$1,057$14,355$3,589iApproximate average salary by contribution assumption: employee only about $89,719 at 4% or $59,813 at 6%; with 50% employer match about $59,813 at 4% or $39,875 at 6%; with 100% employer match about $44,859 at 4% or $29,906 at 6%.
201936$1,383,633$429,595$71,599iApproximate average salary by contribution assumption: employee only about $1,789,979 at 4% or $1,193,319 at 6%; with 50% employer match about $1,193,319 at 4% or $795,546 at 6%; with 100% employer match about $894,990 at 4% or $596,660 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$1,095,374$281,572$46,929iApproximate average salary by contribution assumption: employee only about $1,173,217 at 4% or $782,144 at 6%; with 50% employer match about $782,144 at 4% or $521,430 at 6%; with 100% employer match about $586,608 at 4% or $391,072 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-4$287,691$142,785$35,696iApproximate average salary by contribution assumption: employee only about $892,406 at 4% or $594,938 at 6%; with 50% employer match about $594,938 at 4% or $396,625 at 6%; with 100% employer match about $446,203 at 4% or $297,469 at 6%.
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN-3$568$5,238$1,746iApproximate average salary by contribution assumption: employee only about $43,650 at 4% or $29,100 at 6%; with 50% employer match about $29,100 at 4% or $19,400 at 6%; with 100% employer match about $21,825 at 4% or $14,550 at 6%.
201826$770,694$237,307$39,551iApproximate average salary by contribution assumption: employee only about $988,779 at 4% or $659,186 at 6%; with 50% employer match about $659,186 at 4% or $439,457 at 6%; with 100% employer match about $494,390 at 4% or $329,593 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$630,427$97,040$16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%.
Foundation Wealth Management LLC Cash Balance Pension Plan-4$140,267$140,267$35,067iApproximate average salary by contribution assumption: employee only about $876,669 at 4% or $584,446 at 6%; with 50% employer match about $584,446 at 4% or $389,631 at 6%; with 100% employer match about $438,334 at 4% or $292,223 at 6%.
201616$343,455$91,642$15,274iApproximate average salary by contribution assumption: employee only about $381,842 at 4% or $254,561 at 6%; with 50% employer match about $254,561 at 4% or $169,707 at 6%; with 100% employer match about $190,921 at 4% or $127,281 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-6$343,455$91,642$15,274iApproximate average salary by contribution assumption: employee only about $381,842 at 4% or $254,561 at 6%; with 50% employer match about $254,561 at 4% or $169,707 at 6%; with 100% employer match about $190,921 at 4% or $127,281 at 6%.
201517$293,228$92,005$13,144iApproximate average salary by contribution assumption: employee only about $328,589 at 4% or $219,060 at 6%; with 50% employer match about $219,060 at 4% or $146,040 at 6%; with 100% employer match about $164,295 at 4% or $109,530 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-7$293,228$92,005$13,144iApproximate average salary by contribution assumption: employee only about $328,589 at 4% or $219,060 at 6%; with 50% employer match about $219,060 at 4% or $146,040 at 6%; with 100% employer match about $164,295 at 4% or $109,530 at 6%.
201415$215,840$93,098$18,620iApproximate average salary by contribution assumption: employee only about $465,490 at 4% or $310,327 at 6%; with 50% employer match about $310,327 at 4% or $206,884 at 6%; with 100% employer match about $232,745 at 4% or $155,163 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-5$215,840$93,098$18,620iApproximate average salary by contribution assumption: employee only about $465,490 at 4% or $310,327 at 6%; with 50% employer match about $310,327 at 4% or $206,884 at 6%; with 100% employer match about $232,745 at 4% or $155,163 at 6%.
201315$131,835$54,290$10,858iApproximate average salary by contribution assumption: employee only about $271,450 at 4% or $180,967 at 6%; with 50% employer match about $180,967 at 4% or $120,644 at 6%; with 100% employer match about $135,725 at 4% or $90,483 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-5$131,835$54,290$10,858iApproximate average salary by contribution assumption: employee only about $271,450 at 4% or $180,967 at 6%; with 50% employer match about $180,967 at 4% or $120,644 at 6%; with 100% employer match about $135,725 at 4% or $90,483 at 6%.
201214$61,888$27,061$6,765iApproximate average salary by contribution assumption: employee only about $169,131 at 4% or $112,754 at 6%; with 50% employer match about $112,754 at 4% or $75,169 at 6%; with 100% employer match about $84,566 at 4% or $56,377 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN-4$61,888$27,061$6,765iApproximate average salary by contribution assumption: employee only about $169,131 at 4% or $112,754 at 6%; with 50% employer match about $112,754 at 4% or $75,169 at 6%; with 100% employer match about $84,566 at 4% or $56,377 at 6%.
201114$22,433$22,467$5,617iApproximate average salary by contribution assumption: employee only about $140,419 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,408 at 6%; with 100% employer match about $70,209 at 4% or $46,806 at 6%.
FOUNDATION WEALTH MANAGEMENT, LLC 401(K) PLAN-4$22,433$22,467$5,617iApproximate average salary by contribution assumption: employee only about $140,419 at 4% or $93,613 at 6%; with 50% employer match about $93,613 at 4% or $62,408 at 6%; with 100% employer match about $70,209 at 4% or $46,806 at 6%.