SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Plan context: SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
EIN 27-2087535 • Jacksonville, FL • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$2,249,913
2025 Contributions
$115,490
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 | 6 | $2,249,913 | $115,490 | $19,248iApproximate average salary by contribution assumption: employee only about $481,208 at 4% or $320,806 at 6%; with 50% employer match about $320,806 at 4% or $213,870 at 6%; with 100% employer match about $240,604 at 4% or $160,403 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 6 | $2,249,913 | $115,490 | $19,248iApproximate average salary by contribution assumption: employee only about $481,208 at 4% or $320,806 at 6%; with 50% employer match about $320,806 at 4% or $213,870 at 6%; with 100% employer match about $240,604 at 4% or $160,403 at 6%. |
| 2024 | 1 | 4 | $1,821,448 | $169,734 | $42,434iApproximate average salary by contribution assumption: employee only about $1,060,838 at 4% or $707,225 at 6%; with 50% employer match about $707,225 at 4% or $471,483 at 6%; with 100% employer match about $530,419 at 4% or $353,613 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 4 | $1,821,448 | $169,734 | $42,434iApproximate average salary by contribution assumption: employee only about $1,060,838 at 4% or $707,225 at 6%; with 50% employer match about $707,225 at 4% or $471,483 at 6%; with 100% employer match about $530,419 at 4% or $353,613 at 6%. |
| 2023 | 1 | 4 | $1,345,430 | $152,400 | $38,100iApproximate average salary by contribution assumption: employee only about $952,500 at 4% or $635,000 at 6%; with 50% employer match about $635,000 at 4% or $423,333 at 6%; with 100% employer match about $476,250 at 4% or $317,500 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 4 | $1,345,430 | $152,400 | $38,100iApproximate average salary by contribution assumption: employee only about $952,500 at 4% or $635,000 at 6%; with 50% employer match about $635,000 at 4% or $423,333 at 6%; with 100% employer match about $476,250 at 4% or $317,500 at 6%. |
| 2022 | 1 | 6 | $921,487 | $92,420 | $15,403iApproximate average salary by contribution assumption: employee only about $385,083 at 4% or $256,722 at 6%; with 50% employer match about $256,722 at 4% or $171,148 at 6%; with 100% employer match about $192,542 at 4% or $128,361 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 6 | $921,487 | $92,420 | $15,403iApproximate average salary by contribution assumption: employee only about $385,083 at 4% or $256,722 at 6%; with 50% employer match about $256,722 at 4% or $171,148 at 6%; with 100% employer match about $192,542 at 4% or $128,361 at 6%. |
| 2021 | 1 | 6 | $1,045,015 | $126,533 | $21,089iApproximate average salary by contribution assumption: employee only about $527,221 at 4% or $351,481 at 6%; with 50% employer match about $351,481 at 4% or $234,320 at 6%; with 100% employer match about $263,610 at 4% or $175,740 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 6 | $1,045,015 | $126,533 | $21,089iApproximate average salary by contribution assumption: employee only about $527,221 at 4% or $351,481 at 6%; with 50% employer match about $351,481 at 4% or $234,320 at 6%; with 100% employer match about $263,610 at 4% or $175,740 at 6%. |
| 2020 | 1 | 6 | $762,469 | $116,288 | $19,381iApproximate average salary by contribution assumption: employee only about $484,533 at 4% or $323,022 at 6%; with 50% employer match about $323,022 at 4% or $215,348 at 6%; with 100% employer match about $242,267 at 4% or $161,511 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 6 | $762,469 | $116,288 | $19,381iApproximate average salary by contribution assumption: employee only about $484,533 at 4% or $323,022 at 6%; with 50% employer match about $323,022 at 4% or $215,348 at 6%; with 100% employer match about $242,267 at 4% or $161,511 at 6%. |
| 2019 | 1 | 6 | $500,840 | $109,735 | $18,289iApproximate average salary by contribution assumption: employee only about $457,229 at 4% or $304,819 at 6%; with 50% employer match about $304,819 at 4% or $203,213 at 6%; with 100% employer match about $228,615 at 4% or $152,410 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 6 | $500,840 | $109,735 | $18,289iApproximate average salary by contribution assumption: employee only about $457,229 at 4% or $304,819 at 6%; with 50% employer match about $304,819 at 4% or $203,213 at 6%; with 100% employer match about $228,615 at 4% or $152,410 at 6%. |
| 2018 | 1 | 7 | $298,294 | $314,165 | $44,881iApproximate average salary by contribution assumption: employee only about $1,122,018 at 4% or $748,012 at 6%; with 50% employer match about $748,012 at 4% or $498,675 at 6%; with 100% employer match about $561,009 at 4% or $374,006 at 6%. |
| SANCHEZ WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 7 | $298,294 | $314,165 | $44,881iApproximate average salary by contribution assumption: employee only about $1,122,018 at 4% or $748,012 at 6%; with 50% employer match about $748,012 at 4% or $498,675 at 6%; with 100% employer match about $561,009 at 4% or $374,006 at 6%. |