Spectrum Wealth Management LLC
Plan context: Spectrum Wealth Management LLC Profit Sharing Plan
EIN 20-5536044 • Honolulu, HI • 17 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$781,170
2024 Contributions
$10,118
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 5 | $781,170 | $0 | - |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $781,170 | $0 | - |
| 2022 | 1 | 5 | $839,948 | $10,118 | $2,024iApproximate average salary by contribution assumption: employee only about $50,590 at 4% or $33,727 at 6%; with 50% employer match about $33,727 at 4% or $22,484 at 6%; with 100% employer match about $25,295 at 4% or $16,863 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $839,948 | $10,118 | $2,024iApproximate average salary by contribution assumption: employee only about $50,590 at 4% or $33,727 at 6%; with 50% employer match about $33,727 at 4% or $22,484 at 6%; with 100% employer match about $25,295 at 4% or $16,863 at 6%. |
| 2021 | 1 | 5 | $1,057,848 | $35,962 | $7,192iApproximate average salary by contribution assumption: employee only about $179,810 at 4% or $119,873 at 6%; with 50% employer match about $119,873 at 4% or $79,916 at 6%; with 100% employer match about $89,905 at 4% or $59,937 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $1,057,848 | $35,962 | $7,192iApproximate average salary by contribution assumption: employee only about $179,810 at 4% or $119,873 at 6%; with 50% employer match about $119,873 at 4% or $79,916 at 6%; with 100% employer match about $89,905 at 4% or $59,937 at 6%. |
| 2020 | 1 | 6 | $927,938 | $35,330 | $5,888iApproximate average salary by contribution assumption: employee only about $147,208 at 4% or $98,139 at 6%; with 50% employer match about $98,139 at 4% or $65,426 at 6%; with 100% employer match about $73,604 at 4% or $49,069 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 6 | $927,938 | $35,330 | $5,888iApproximate average salary by contribution assumption: employee only about $147,208 at 4% or $98,139 at 6%; with 50% employer match about $98,139 at 4% or $65,426 at 6%; with 100% employer match about $73,604 at 4% or $49,069 at 6%. |
| 2019 | 1 | 6 | $705,397 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 6 | $705,397 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2018 | 1 | 5 | $577,551 | $51,736 | $10,347iApproximate average salary by contribution assumption: employee only about $258,680 at 4% or $172,453 at 6%; with 50% employer match about $172,453 at 4% or $114,969 at 6%; with 100% employer match about $129,340 at 4% or $86,227 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $577,551 | $51,736 | $10,347iApproximate average salary by contribution assumption: employee only about $258,680 at 4% or $172,453 at 6%; with 50% employer match about $172,453 at 4% or $114,969 at 6%; with 100% employer match about $129,340 at 4% or $86,227 at 6%. |
| 2017 | 1 | 6 | $621,299 | $31,483 | $5,247iApproximate average salary by contribution assumption: employee only about $131,179 at 4% or $87,453 at 6%; with 50% employer match about $87,453 at 4% or $58,302 at 6%; with 100% employer match about $65,590 at 4% or $43,726 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 6 | $621,299 | $31,483 | $5,247iApproximate average salary by contribution assumption: employee only about $131,179 at 4% or $87,453 at 6%; with 50% employer match about $87,453 at 4% or $58,302 at 6%; with 100% employer match about $65,590 at 4% or $43,726 at 6%. |
| 2016 | 1 | 5 | $521,574 | $44,883 | $8,977iApproximate average salary by contribution assumption: employee only about $224,415 at 4% or $149,610 at 6%; with 50% employer match about $149,610 at 4% or $99,740 at 6%; with 100% employer match about $112,208 at 4% or $74,805 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $521,574 | $44,883 | $8,977iApproximate average salary by contribution assumption: employee only about $224,415 at 4% or $149,610 at 6%; with 50% employer match about $149,610 at 4% or $99,740 at 6%; with 100% employer match about $112,208 at 4% or $74,805 at 6%. |
| 2015 | 1 | 5 | $485,818 | $21,984 | $4,397iApproximate average salary by contribution assumption: employee only about $109,920 at 4% or $73,280 at 6%; with 50% employer match about $73,280 at 4% or $48,853 at 6%; with 100% employer match about $54,960 at 4% or $36,640 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $485,818 | $21,984 | $4,397iApproximate average salary by contribution assumption: employee only about $109,920 at 4% or $73,280 at 6%; with 50% employer match about $73,280 at 4% or $48,853 at 6%; with 100% employer match about $54,960 at 4% or $36,640 at 6%. |
| 2014 | 1 | 4 | $461,476 | $62,854 | $15,714iApproximate average salary by contribution assumption: employee only about $392,838 at 4% or $261,892 at 6%; with 50% employer match about $261,892 at 4% or $174,594 at 6%; with 100% employer match about $196,419 at 4% or $130,946 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 4 | $461,476 | $62,854 | $15,714iApproximate average salary by contribution assumption: employee only about $392,838 at 4% or $261,892 at 6%; with 50% employer match about $261,892 at 4% or $174,594 at 6%; with 100% employer match about $196,419 at 4% or $130,946 at 6%. |
| 2013 | 1 | 6 | $398,784 | $65,024 | $10,837iApproximate average salary by contribution assumption: employee only about $270,933 at 4% or $180,622 at 6%; with 50% employer match about $180,622 at 4% or $120,415 at 6%; with 100% employer match about $135,467 at 4% or $90,311 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 6 | $398,784 | $65,024 | $10,837iApproximate average salary by contribution assumption: employee only about $270,933 at 4% or $180,622 at 6%; with 50% employer match about $180,622 at 4% or $120,415 at 6%; with 100% employer match about $135,467 at 4% or $90,311 at 6%. |
| 2012 | 1 | 6 | $283,484 | $21,658 | $3,610iApproximate average salary by contribution assumption: employee only about $90,242 at 4% or $60,161 at 6%; with 50% employer match about $60,161 at 4% or $40,107 at 6%; with 100% employer match about $45,121 at 4% or $30,081 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 6 | $283,484 | $21,658 | $3,610iApproximate average salary by contribution assumption: employee only about $90,242 at 4% or $60,161 at 6%; with 50% employer match about $60,161 at 4% or $40,107 at 6%; with 100% employer match about $45,121 at 4% or $30,081 at 6%. |
| 2011 | 1 | 5 | $242,228 | $105,742 | $21,148iApproximate average salary by contribution assumption: employee only about $528,710 at 4% or $352,473 at 6%; with 50% employer match about $352,473 at 4% or $234,982 at 6%; with 100% employer match about $264,355 at 4% or $176,237 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 5 | $242,228 | $105,742 | $21,148iApproximate average salary by contribution assumption: employee only about $528,710 at 4% or $352,473 at 6%; with 50% employer match about $352,473 at 4% or $234,982 at 6%; with 100% employer match about $264,355 at 4% or $176,237 at 6%. |
| 2010 | 1 | 6 | $139,452 | $27,820 | $4,637iApproximate average salary by contribution assumption: employee only about $115,917 at 4% or $77,278 at 6%; with 50% employer match about $77,278 at 4% or $51,519 at 6%; with 100% employer match about $57,958 at 4% or $38,639 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 6 | $139,452 | $27,820 | $4,637iApproximate average salary by contribution assumption: employee only about $115,917 at 4% or $77,278 at 6%; with 50% employer match about $77,278 at 4% or $51,519 at 6%; with 100% employer match about $57,958 at 4% or $38,639 at 6%. |
| 2009 | 1 | 4 | $96,528 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 4 | $96,528 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Spectrum Wealth Management LLC Profit Sharing Plan | - | 4 | - | - | - |