Wealth Preservation & Management, I
Plan context: Wealth Preservation & Management Inc. 401K Plan
EIN 25-1628955 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
20
2001 Assets
$338,593
2001 Contributions
$65,684
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Wealth Preservation & Management Inc. 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 20 | $0 | $0 | - |
| Wealth Preservation & Management Inc. 401K Plan | - | 20 | - | - | - |
| 1999 | 1 | 13 | $338,593 | $65,684 | $5,053iApproximate average salary by contribution assumption: employee only about $126,315 at 4% or $84,210 at 6%; with 50% employer match about $84,210 at 4% or $56,140 at 6%; with 100% employer match about $63,158 at 4% or $42,105 at 6%. |
| Wealth Preservation & Management Inc. 401K Plan | - | 13 | $338,593 | $65,684 | $5,053iApproximate average salary by contribution assumption: employee only about $126,315 at 4% or $84,210 at 6%; with 50% employer match about $84,210 at 4% or $56,140 at 6%; with 100% employer match about $63,158 at 4% or $42,105 at 6%. |