INNOVATIVE WEALTH MANAGEMENT, LLC
Plan context: INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN
EIN 20-3458698 • Boca Raton, FL • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$155,611
2025 Contributions
$49,665
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $155,611 | $49,665 | $24,833iApproximate average salary by contribution assumption: employee only about $620,813 at 4% or $413,875 at 6%; with 50% employer match about $413,875 at 4% or $275,917 at 6%; with 100% employer match about $310,406 at 4% or $206,938 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $155,611 | $49,665 | $24,833iApproximate average salary by contribution assumption: employee only about $620,813 at 4% or $413,875 at 6%; with 50% employer match about $413,875 at 4% or $275,917 at 6%; with 100% employer match about $310,406 at 4% or $206,938 at 6%. |
| 2024 | 1 | 2 | $146,171 | $49,523 | $24,762iApproximate average salary by contribution assumption: employee only about $619,038 at 4% or $412,692 at 6%; with 50% employer match about $412,692 at 4% or $275,128 at 6%; with 100% employer match about $309,519 at 4% or $206,346 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $146,171 | $49,523 | $24,762iApproximate average salary by contribution assumption: employee only about $619,038 at 4% or $412,692 at 6%; with 50% employer match about $412,692 at 4% or $275,128 at 6%; with 100% employer match about $309,519 at 4% or $206,346 at 6%. |
| 2023 | 1 | 2 | $82,015 | $34,485 | $17,243iApproximate average salary by contribution assumption: employee only about $431,063 at 4% or $287,375 at 6%; with 50% employer match about $287,375 at 4% or $191,583 at 6%; with 100% employer match about $215,531 at 4% or $143,688 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $82,015 | $34,485 | $17,243iApproximate average salary by contribution assumption: employee only about $431,063 at 4% or $287,375 at 6%; with 50% employer match about $287,375 at 4% or $191,583 at 6%; with 100% employer match about $215,531 at 4% or $143,688 at 6%. |
| 2022 | 1 | 2 | $183,072 | $63,197 | $31,599iApproximate average salary by contribution assumption: employee only about $789,963 at 4% or $526,642 at 6%; with 50% employer match about $526,642 at 4% or $351,094 at 6%; with 100% employer match about $394,981 at 4% or $263,321 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $183,072 | $63,197 | $31,599iApproximate average salary by contribution assumption: employee only about $789,963 at 4% or $526,642 at 6%; with 50% employer match about $526,642 at 4% or $351,094 at 6%; with 100% employer match about $394,981 at 4% or $263,321 at 6%. |
| 2021 | 1 | 2 | $183,673 | $54,807 | $27,404iApproximate average salary by contribution assumption: employee only about $685,088 at 4% or $456,725 at 6%; with 50% employer match about $456,725 at 4% or $304,483 at 6%; with 100% employer match about $342,544 at 4% or $228,363 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $183,673 | $54,807 | $27,404iApproximate average salary by contribution assumption: employee only about $685,088 at 4% or $456,725 at 6%; with 50% employer match about $456,725 at 4% or $304,483 at 6%; with 100% employer match about $342,544 at 4% or $228,363 at 6%. |
| 2020 | 1 | 2 | $144,256 | $51,427 | $25,714iApproximate average salary by contribution assumption: employee only about $642,838 at 4% or $428,558 at 6%; with 50% employer match about $428,558 at 4% or $285,706 at 6%; with 100% employer match about $321,419 at 4% or $214,279 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $144,256 | $51,427 | $25,714iApproximate average salary by contribution assumption: employee only about $642,838 at 4% or $428,558 at 6%; with 50% employer match about $428,558 at 4% or $285,706 at 6%; with 100% employer match about $321,419 at 4% or $214,279 at 6%. |
| 2019 | 1 | 2 | $94,494 | $39,039 | $19,520iApproximate average salary by contribution assumption: employee only about $487,988 at 4% or $325,325 at 6%; with 50% employer match about $325,325 at 4% or $216,883 at 6%; with 100% employer match about $243,994 at 4% or $162,663 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $94,494 | $39,039 | $19,520iApproximate average salary by contribution assumption: employee only about $487,988 at 4% or $325,325 at 6%; with 50% employer match about $325,325 at 4% or $216,883 at 6%; with 100% employer match about $243,994 at 4% or $162,663 at 6%. |
| 2018 | 1 | 2 | $129,989 | $30,326 | $15,163iApproximate average salary by contribution assumption: employee only about $379,075 at 4% or $252,717 at 6%; with 50% employer match about $252,717 at 4% or $168,478 at 6%; with 100% employer match about $189,538 at 4% or $126,358 at 6%. |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 2 | $129,989 | $30,326 | $15,163iApproximate average salary by contribution assumption: employee only about $379,075 at 4% or $252,717 at 6%; with 50% employer match about $252,717 at 4% or $168,478 at 6%; with 100% employer match about $189,538 at 4% or $126,358 at 6%. |
| 2017 | 1 | 1 | $107,695 | $0 | - |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 1 | $107,695 | - | - |
| 2016 | 1 | 0 | $100,815 | $101,000 | - |
| INNOVATIVE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | - | 0 | $100,815 | $101,000 | - |