Schwallier Wealth Management LLC
Plan context: Schwallier Wealth Management 401(K) Plan
EIN 26-0529182 • Grand Rapids, MI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$311,117
2025 Contributions
$68,015
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 | 5 | $311,117 | $68,015 | $13,603iApproximate average salary by contribution assumption: employee only about $340,075 at 4% or $226,717 at 6%; with 50% employer match about $226,717 at 4% or $151,144 at 6%; with 100% employer match about $170,038 at 4% or $113,358 at 6%. |
| Schwallier Wealth Management 401(K) Plan | - | 5 | $311,117 | $68,015 | $13,603iApproximate average salary by contribution assumption: employee only about $340,075 at 4% or $226,717 at 6%; with 50% employer match about $226,717 at 4% or $151,144 at 6%; with 100% employer match about $170,038 at 4% or $113,358 at 6%. |
| 2024 | 1 | 4 | $201,435 | $54,567 | $13,642iApproximate average salary by contribution assumption: employee only about $341,044 at 4% or $227,363 at 6%; with 50% employer match about $227,363 at 4% or $151,575 at 6%; with 100% employer match about $170,522 at 4% or $113,681 at 6%. |
| Schwallier Wealth Management 401(K) Plan | - | 4 | $201,435 | $54,567 | $13,642iApproximate average salary by contribution assumption: employee only about $341,044 at 4% or $227,363 at 6%; with 50% employer match about $227,363 at 4% or $151,575 at 6%; with 100% employer match about $170,522 at 4% or $113,681 at 6%. |
| 2023 | 1 | 3 | $117,754 | $50,466 | $16,822iApproximate average salary by contribution assumption: employee only about $420,550 at 4% or $280,367 at 6%; with 50% employer match about $280,367 at 4% or $186,911 at 6%; with 100% employer match about $210,275 at 4% or $140,183 at 6%. |
| Schwallier Wealth Management 401(K) Plan | - | 3 | $117,754 | $50,466 | $16,822iApproximate average salary by contribution assumption: employee only about $420,550 at 4% or $280,367 at 6%; with 50% employer match about $280,367 at 4% or $186,911 at 6%; with 100% employer match about $210,275 at 4% or $140,183 at 6%. |
| 2022 | 1 | 5 | $57,872 | $41,052 | $8,210iApproximate average salary by contribution assumption: employee only about $205,260 at 4% or $136,840 at 6%; with 50% employer match about $136,840 at 4% or $91,227 at 6%; with 100% employer match about $102,630 at 4% or $68,420 at 6%. |
| Schwallier Wealth Management 401(K) Plan | - | 5 | $57,872 | $41,052 | $8,210iApproximate average salary by contribution assumption: employee only about $205,260 at 4% or $136,840 at 6%; with 50% employer match about $136,840 at 4% or $91,227 at 6%; with 100% employer match about $102,630 at 4% or $68,420 at 6%. |
| 2021 | 1 | 4 | $25,196 | $24,842 | $6,211iApproximate average salary by contribution assumption: employee only about $155,263 at 4% or $103,508 at 6%; with 50% employer match about $103,508 at 4% or $69,006 at 6%; with 100% employer match about $77,631 at 4% or $51,754 at 6%. |
| Schwallier Wealth Management 401(K) Plan | - | 4 | $25,196 | $24,842 | $6,211iApproximate average salary by contribution assumption: employee only about $155,263 at 4% or $103,508 at 6%; with 50% employer match about $103,508 at 4% or $69,006 at 6%; with 100% employer match about $77,631 at 4% or $51,754 at 6%. |