Civic Intelligence

Ironwood Wealth Management LLC

Plan context: Ironwood Wealth Management LLC 401(K) Profit Sharing Plan

EIN 20-4608596 • Chandler, AZ • 10 filings • 1 plans

3100 West Ray RoadSuite 301Chandler, AZ 85226
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,152,948

2024 Contributions

$272,870

Historical Graphs

Total Assets Over Time

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

$2,152,948$1,076,474$0201520202024YearValue
$2,152,948Latest year 2024

Participants Over Time

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

1790201520202024YearValue
17Latest 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
2024117$2,152,948$272,870$16,051iApproximate average salary by contribution assumption: employee only about $401,279 at 4% or $267,520 at 6%; with 50% employer match about $267,520 at 4% or $178,346 at 6%; with 100% employer match about $200,640 at 4% or $133,760 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-17$2,152,948$272,870$16,051iApproximate average salary by contribution assumption: employee only about $401,279 at 4% or $267,520 at 6%; with 50% employer match about $267,520 at 4% or $178,346 at 6%; with 100% employer match about $200,640 at 4% or $133,760 at 6%.
2023117$1,819,754$234,222$13,778iApproximate average salary by contribution assumption: employee only about $344,444 at 4% or $229,629 at 6%; with 50% employer match about $229,629 at 4% or $153,086 at 6%; with 100% employer match about $172,222 at 4% or $114,815 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-17$1,819,754$234,222$13,778iApproximate average salary by contribution assumption: employee only about $344,444 at 4% or $229,629 at 6%; with 50% employer match about $229,629 at 4% or $153,086 at 6%; with 100% employer match about $172,222 at 4% or $114,815 at 6%.
2022114$1,316,443$206,796$14,771iApproximate average salary by contribution assumption: employee only about $369,279 at 4% or $246,186 at 6%; with 50% employer match about $246,186 at 4% or $164,124 at 6%; with 100% employer match about $184,639 at 4% or $123,093 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-14$1,316,443$206,796$14,771iApproximate average salary by contribution assumption: employee only about $369,279 at 4% or $246,186 at 6%; with 50% employer match about $246,186 at 4% or $164,124 at 6%; with 100% employer match about $184,639 at 4% or $123,093 at 6%.
2021111$1,304,311$172,843$15,713iApproximate average salary by contribution assumption: employee only about $392,825 at 4% or $261,883 at 6%; with 50% employer match about $261,883 at 4% or $174,589 at 6%; with 100% employer match about $196,413 at 4% or $130,942 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-11$1,304,311$172,843$15,713iApproximate average salary by contribution assumption: employee only about $392,825 at 4% or $261,883 at 6%; with 50% employer match about $261,883 at 4% or $174,589 at 6%; with 100% employer match about $196,413 at 4% or $130,942 at 6%.
2020110$954,314$173,934$17,393iApproximate average salary by contribution assumption: employee only about $434,835 at 4% or $289,890 at 6%; with 50% employer match about $289,890 at 4% or $193,260 at 6%; with 100% employer match about $217,418 at 4% or $144,945 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-10$954,314$173,934$17,393iApproximate average salary by contribution assumption: employee only about $434,835 at 4% or $289,890 at 6%; with 50% employer match about $289,890 at 4% or $193,260 at 6%; with 100% employer match about $217,418 at 4% or $144,945 at 6%.
201918$861,548$132,701$16,588iApproximate average salary by contribution assumption: employee only about $414,691 at 4% or $276,460 at 6%; with 50% employer match about $276,460 at 4% or $184,307 at 6%; with 100% employer match about $207,345 at 4% or $138,230 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-8$861,548$132,701$16,588iApproximate average salary by contribution assumption: employee only about $414,691 at 4% or $276,460 at 6%; with 50% employer match about $276,460 at 4% or $184,307 at 6%; with 100% employer match about $207,345 at 4% or $138,230 at 6%.
201819$563,657$120,068$13,341iApproximate average salary by contribution assumption: employee only about $333,522 at 4% or $222,348 at 6%; with 50% employer match about $222,348 at 4% or $148,232 at 6%; with 100% employer match about $166,761 at 4% or $111,174 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-9$563,657$120,068$13,341iApproximate average salary by contribution assumption: employee only about $333,522 at 4% or $222,348 at 6%; with 50% employer match about $222,348 at 4% or $148,232 at 6%; with 100% employer match about $166,761 at 4% or $111,174 at 6%.
201718$515,730$126,521$15,815iApproximate average salary by contribution assumption: employee only about $395,378 at 4% or $263,585 at 6%; with 50% employer match about $263,585 at 4% or $175,724 at 6%; with 100% employer match about $197,689 at 4% or $131,793 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-8$515,730$126,521$15,815iApproximate average salary by contribution assumption: employee only about $395,378 at 4% or $263,585 at 6%; with 50% employer match about $263,585 at 4% or $175,724 at 6%; with 100% employer match about $197,689 at 4% or $131,793 at 6%.
201616$311,929$124,823$20,804iApproximate average salary by contribution assumption: employee only about $520,096 at 4% or $346,731 at 6%; with 50% employer match about $346,731 at 4% or $231,154 at 6%; with 100% employer match about $260,048 at 4% or $173,365 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-6$311,929$124,823$20,804iApproximate average salary by contribution assumption: employee only about $520,096 at 4% or $346,731 at 6%; with 50% employer match about $346,731 at 4% or $231,154 at 6%; with 100% employer match about $260,048 at 4% or $173,365 at 6%.
201516$161,025$168,997$28,166iApproximate average salary by contribution assumption: employee only about $704,154 at 4% or $469,436 at 6%; with 50% employer match about $469,436 at 4% or $312,957 at 6%; with 100% employer match about $352,077 at 4% or $234,718 at 6%.
Ironwood Wealth Management LLC 401(K) Profit Sharing Plan-6$161,025$168,997$28,166iApproximate average salary by contribution assumption: employee only about $704,154 at 4% or $469,436 at 6%; with 50% employer match about $469,436 at 4% or $312,957 at 6%; with 100% employer match about $352,077 at 4% or $234,718 at 6%.