EXECUTIVE WEALTH STRATEGIES, INC C/O DAVID FENSLER
Plan context: Executive Wealth Strategies Inc. Employee Fund and Trust
EIN 20-1221681 • 8 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$19,312
2017 Contributions
$1,500
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 1 | $0 | $0 | - |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | - | - | - |
| 2016 | 1 | 1 | $19,312 | $0 | - |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | $19,312 | - | - |
| 2015 | 1 | 1 | $62,574 | $0 | - |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | $62,574 | - | - |
| 2014 | 1 | 1 | $22,431 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | $22,431 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2013 | 1 | 1 | $19,233 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | $19,233 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2012 | 1 | 1 | $15,279 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | $15,279 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2011 | 1 | 1 | $1,500 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | $1,500 | $1,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2010 | 1 | 1 | $0 | $0 | - |
| Executive Wealth Strategies Inc. Employee Fund and Trust | - | 1 | - | - | - |