Civic Intelligence

Veris Wealth Partners LLC

Plan context: Veris Wealth Partners LLC 401(K) Plan

EIN 26-0162611 • Portsmouth, NH • 17 filings • 2 plans

1 Cate Street4th FloorPortsmouth, NH 03801
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$5,699,205

2024 Contributions

$985,283

Historical Graphs

Total Assets Over Time

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

$5,699,205$2,849,603$0200820162024YearValue
$5,699,205Latest year 2024

Participants Over Time

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

36180200820162024YearValue
36Latest 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
2024136$5,699,205$985,283$27,369iApproximate average salary by contribution assumption: employee only about $684,224 at 4% or $456,150 at 6%; with 50% employer match about $456,150 at 4% or $304,100 at 6%; with 100% employer match about $342,112 at 4% or $228,075 at 6%.
Veris Wealth Partners LLC 401(K) Plan-36$5,699,205$985,283$27,369iApproximate average salary by contribution assumption: employee only about $684,224 at 4% or $456,150 at 6%; with 50% employer match about $456,150 at 4% or $304,100 at 6%; with 100% employer match about $342,112 at 4% or $228,075 at 6%.
2023131$4,118,585$361,286$11,654iApproximate average salary by contribution assumption: employee only about $291,360 at 4% or $194,240 at 6%; with 50% employer match about $194,240 at 4% or $129,493 at 6%; with 100% employer match about $145,680 at 4% or $97,120 at 6%.
Veris Wealth Partners LLC 401(K) Plan-31$4,118,585$361,286$11,654iApproximate average salary by contribution assumption: employee only about $291,360 at 4% or $194,240 at 6%; with 50% employer match about $194,240 at 4% or $129,493 at 6%; with 100% employer match about $145,680 at 4% or $97,120 at 6%.
2022126$3,521,234$441,285$16,973iApproximate average salary by contribution assumption: employee only about $424,313 at 4% or $282,875 at 6%; with 50% employer match about $282,875 at 4% or $188,583 at 6%; with 100% employer match about $212,156 at 4% or $141,438 at 6%.
Veris Wealth Partners LLC 401(K) Plan-26$3,521,234$441,285$16,973iApproximate average salary by contribution assumption: employee only about $424,313 at 4% or $282,875 at 6%; with 50% employer match about $282,875 at 4% or $188,583 at 6%; with 100% employer match about $212,156 at 4% or $141,438 at 6%.
2021126$4,875,717$417,830$16,070iApproximate average salary by contribution assumption: employee only about $401,760 at 4% or $267,840 at 6%; with 50% employer match about $267,840 at 4% or $178,560 at 6%; with 100% employer match about $200,880 at 4% or $133,920 at 6%.
Veris Wealth Partners LLC 401(K) Plan-26$4,875,717$417,830$16,070iApproximate average salary by contribution assumption: employee only about $401,760 at 4% or $267,840 at 6%; with 50% employer match about $267,840 at 4% or $178,560 at 6%; with 100% employer match about $200,880 at 4% or $133,920 at 6%.
2020125$3,871,917$456,311$18,252iApproximate average salary by contribution assumption: employee only about $456,311 at 4% or $304,207 at 6%; with 50% employer match about $304,207 at 4% or $202,805 at 6%; with 100% employer match about $228,155 at 4% or $152,104 at 6%.
Veris Wealth Partners LLC 401(K) Plan-25$3,871,917$456,311$18,252iApproximate average salary by contribution assumption: employee only about $456,311 at 4% or $304,207 at 6%; with 50% employer match about $304,207 at 4% or $202,805 at 6%; with 100% employer match about $228,155 at 4% or $152,104 at 6%.
2019118$3,014,614$312,414$17,356iApproximate average salary by contribution assumption: employee only about $433,908 at 4% or $289,272 at 6%; with 50% employer match about $289,272 at 4% or $192,848 at 6%; with 100% employer match about $216,954 at 4% or $144,636 at 6%.
Veris Wealth Partners LLC 401(K) Plan-18$3,014,614$312,414$17,356iApproximate average salary by contribution assumption: employee only about $433,908 at 4% or $289,272 at 6%; with 50% employer match about $289,272 at 4% or $192,848 at 6%; with 100% employer match about $216,954 at 4% or $144,636 at 6%.
2018117$2,795,959$320,087$18,829iApproximate average salary by contribution assumption: employee only about $470,716 at 4% or $313,811 at 6%; with 50% employer match about $313,811 at 4% or $209,207 at 6%; with 100% employer match about $235,358 at 4% or $156,905 at 6%.
Veris Wealth Partners LLC 401(K) Plan-17$2,795,959$320,087$18,829iApproximate average salary by contribution assumption: employee only about $470,716 at 4% or $313,811 at 6%; with 50% employer match about $313,811 at 4% or $209,207 at 6%; with 100% employer match about $235,358 at 4% or $156,905 at 6%.
2017116$2,655,664$272,580$17,036iApproximate average salary by contribution assumption: employee only about $425,906 at 4% or $283,938 at 6%; with 50% employer match about $283,938 at 4% or $189,292 at 6%; with 100% employer match about $212,953 at 4% or $141,969 at 6%.
Veris Wealth Partners LLC 401(K) Plan-16$2,655,664$272,580$17,036iApproximate average salary by contribution assumption: employee only about $425,906 at 4% or $283,938 at 6%; with 50% employer match about $283,938 at 4% or $189,292 at 6%; with 100% employer match about $212,953 at 4% or $141,969 at 6%.
2016114$2,083,113$277,640$19,831iApproximate average salary by contribution assumption: employee only about $495,786 at 4% or $330,524 at 6%; with 50% employer match about $330,524 at 4% or $220,349 at 6%; with 100% employer match about $247,893 at 4% or $165,262 at 6%.
Veris Wealth Partners LLC 401(K) Plan-14$2,083,113$277,640$19,831iApproximate average salary by contribution assumption: employee only about $495,786 at 4% or $330,524 at 6%; with 50% employer match about $330,524 at 4% or $220,349 at 6%; with 100% employer match about $247,893 at 4% or $165,262 at 6%.
2015113$1,704,404$165,043$12,696iApproximate average salary by contribution assumption: employee only about $317,390 at 4% or $211,594 at 6%; with 50% employer match about $211,594 at 4% or $141,062 at 6%; with 100% employer match about $158,695 at 4% or $105,797 at 6%.
Veris Wealth Partners LLC 401(K) Plan-13$1,704,404$165,043$12,696iApproximate average salary by contribution assumption: employee only about $317,390 at 4% or $211,594 at 6%; with 50% employer match about $211,594 at 4% or $141,062 at 6%; with 100% employer match about $158,695 at 4% or $105,797 at 6%.
2014113$1,564,543$129,172$9,936iApproximate average salary by contribution assumption: employee only about $248,408 at 4% or $165,605 at 6%; with 50% employer match about $165,605 at 4% or $110,403 at 6%; with 100% employer match about $124,204 at 4% or $82,803 at 6%.
Veris Wealth Partners LLC 401(K) Plan-13$1,564,543$129,172$9,936iApproximate average salary by contribution assumption: employee only about $248,408 at 4% or $165,605 at 6%; with 50% employer match about $165,605 at 4% or $110,403 at 6%; with 100% employer match about $124,204 at 4% or $82,803 at 6%.
2013114$1,358,821$123,293$8,807iApproximate average salary by contribution assumption: employee only about $220,166 at 4% or $146,777 at 6%; with 50% employer match about $146,777 at 4% or $97,852 at 6%; with 100% employer match about $110,083 at 4% or $73,389 at 6%.
Veris Wealth Partners LLC 401(K) Plan-14$1,358,821$123,293$8,807iApproximate average salary by contribution assumption: employee only about $220,166 at 4% or $146,777 at 6%; with 50% employer match about $146,777 at 4% or $97,852 at 6%; with 100% employer match about $110,083 at 4% or $73,389 at 6%.
2012115$1,072,026$134,054$8,937iApproximate average salary by contribution assumption: employee only about $223,423 at 4% or $148,949 at 6%; with 50% employer match about $148,949 at 4% or $99,299 at 6%; with 100% employer match about $111,712 at 4% or $74,474 at 6%.
Veris Wealth Partners LLC 401(K) Plan-15$1,072,026$134,054$8,937iApproximate average salary by contribution assumption: employee only about $223,423 at 4% or $148,949 at 6%; with 50% employer match about $148,949 at 4% or $99,299 at 6%; with 100% employer match about $111,712 at 4% or $74,474 at 6%.
2011113$832,730$125,749$9,673iApproximate average salary by contribution assumption: employee only about $241,825 at 4% or $161,217 at 6%; with 50% employer match about $161,217 at 4% or $107,478 at 6%; with 100% employer match about $120,913 at 4% or $80,608 at 6%.
Veris Wealth Partners LLC 401(K) Plan-13$832,730$125,749$9,673iApproximate average salary by contribution assumption: employee only about $241,825 at 4% or $161,217 at 6%; with 50% employer match about $161,217 at 4% or $107,478 at 6%; with 100% employer match about $120,913 at 4% or $80,608 at 6%.
2010114$732,696$129,255$9,233iApproximate average salary by contribution assumption: employee only about $230,813 at 4% or $153,875 at 6%; with 50% employer match about $153,875 at 4% or $102,583 at 6%; with 100% employer match about $115,406 at 4% or $76,938 at 6%.
Veris Wealth Partners LLC 401(K) Plan-14$732,696$129,255$9,233iApproximate average salary by contribution assumption: employee only about $230,813 at 4% or $153,875 at 6%; with 50% employer match about $153,875 at 4% or $102,583 at 6%; with 100% employer match about $115,406 at 4% or $76,938 at 6%.
2009113$545,921$89,121$6,855iApproximate average salary by contribution assumption: employee only about $171,387 at 4% or $114,258 at 6%; with 50% employer match about $114,258 at 4% or $76,172 at 6%; with 100% employer match about $85,693 at 4% or $57,129 at 6%.
Veris Wealth Partners LLC 401(K) Plan-13$545,921$89,121$6,855iApproximate average salary by contribution assumption: employee only about $171,387 at 4% or $114,258 at 6%; with 50% employer match about $114,258 at 4% or $76,172 at 6%; with 100% employer match about $85,693 at 4% or $57,129 at 6%.
2008110$373,701$441,307$44,131iApproximate average salary by contribution assumption: employee only about $1,103,268 at 4% or $735,512 at 6%; with 50% employer match about $735,512 at 4% or $490,341 at 6%; with 100% employer match about $551,634 at 4% or $367,756 at 6%.
Veris Wealth Partners LLC 401(K) Plan-10$373,701$441,307$44,131iApproximate average salary by contribution assumption: employee only about $1,103,268 at 4% or $735,512 at 6%; with 50% employer match about $735,512 at 4% or $490,341 at 6%; with 100% employer match about $551,634 at 4% or $367,756 at 6%.