Civic Intelligence

KOLINSKY WEALTH MANAGEMENT

Plan context: Kolinsky Wealth Management LLC 401(K) Plan

EIN 27-2353546 • Ramsey, NJ • 18 filings • 2 plans

500 North Franklin TurnpikeSuite 104Ramsey, NJ 07446
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$860,006

2025 Contributions

$74,913

Historical Graphs

Total Assets Over Time

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

$3,994,631$1,997,316$0201620212025YearValue
$860,006Latest year 2025

Participants Over Time

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

1260201620212025YearValue
3Latest year 2025

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
202513$860,006$74,913$24,971iApproximate average salary by contribution assumption: employee only about $624,275 at 4% or $416,183 at 6%; with 50% employer match about $416,183 at 4% or $277,456 at 6%; with 100% employer match about $312,138 at 4% or $208,092 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-3$860,006$74,913$24,971iApproximate average salary by contribution assumption: employee only about $624,275 at 4% or $416,183 at 6%; with 50% employer match about $416,183 at 4% or $277,456 at 6%; with 100% employer match about $312,138 at 4% or $208,092 at 6%.
2024212$3,994,631$568,652$47,388iApproximate average salary by contribution assumption: employee only about $1,184,692 at 4% or $789,794 at 6%; with 50% employer match about $789,794 at 4% or $526,530 at 6%; with 100% employer match about $592,346 at 4% or $394,897 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$2,039,202$217,990$54,498iApproximate average salary by contribution assumption: employee only about $1,362,438 at 4% or $908,292 at 6%; with 50% employer match about $908,292 at 4% or $605,528 at 6%; with 100% employer match about $681,219 at 4% or $454,146 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-12$1,955,429$350,662$29,222iApproximate average salary by contribution assumption: employee only about $730,546 at 4% or $487,031 at 6%; with 50% employer match about $487,031 at 4% or $324,687 at 6%; with 100% employer match about $365,273 at 4% or $243,515 at 6%.
2023210$2,999,951$448,816$44,882iApproximate average salary by contribution assumption: employee only about $1,122,040 at 4% or $748,027 at 6%; with 50% employer match about $748,027 at 4% or $498,684 at 6%; with 100% employer match about $561,020 at 4% or $374,013 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-10$1,530,951$231,855$23,186iApproximate average salary by contribution assumption: employee only about $579,638 at 4% or $386,425 at 6%; with 50% employer match about $386,425 at 4% or $257,617 at 6%; with 100% employer match about $289,819 at 4% or $193,213 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-5$1,469,000$216,961$43,392iApproximate average salary by contribution assumption: employee only about $1,084,805 at 4% or $723,203 at 6%; with 50% employer match about $723,203 at 4% or $482,136 at 6%; with 100% employer match about $542,403 at 4% or $361,602 at 6%.
2022210$2,225,739$453,259$45,326iApproximate average salary by contribution assumption: employee only about $1,133,148 at 4% or $755,432 at 6%; with 50% employer match about $755,432 at 4% or $503,621 at 6%; with 100% employer match about $566,574 at 4% or $377,716 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-10$1,217,013$235,879$23,588iApproximate average salary by contribution assumption: employee only about $589,698 at 4% or $393,132 at 6%; with 50% employer match about $393,132 at 4% or $262,088 at 6%; with 100% employer match about $294,849 at 4% or $196,566 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-5$1,008,726$217,380$43,476iApproximate average salary by contribution assumption: employee only about $1,086,900 at 4% or $724,600 at 6%; with 50% employer match about $724,600 at 4% or $483,067 at 6%; with 100% employer match about $543,450 at 4% or $362,300 at 6%.
2021210$2,338,513$428,261$42,826iApproximate average salary by contribution assumption: employee only about $1,070,653 at 4% or $713,768 at 6%; with 50% employer match about $713,768 at 4% or $475,846 at 6%; with 100% employer match about $535,326 at 4% or $356,884 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-10$1,423,233$211,645$21,165iApproximate average salary by contribution assumption: employee only about $529,113 at 4% or $352,742 at 6%; with 50% employer match about $352,742 at 4% or $235,161 at 6%; with 100% employer match about $264,556 at 4% or $176,371 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$915,280$216,616-
2020210$1,558,217$391,430$39,143iApproximate average salary by contribution assumption: employee only about $978,575 at 4% or $652,383 at 6%; with 50% employer match about $652,383 at 4% or $434,922 at 6%; with 100% employer match about $489,288 at 4% or $326,192 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-10$1,018,443$185,548$18,555iApproximate average salary by contribution assumption: employee only about $463,870 at 4% or $309,247 at 6%; with 50% employer match about $309,247 at 4% or $206,164 at 6%; with 100% employer match about $231,935 at 4% or $154,623 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$539,774$205,882-
2019210$1,761,842$219,402$21,940iApproximate average salary by contribution assumption: employee only about $548,505 at 4% or $365,670 at 6%; with 50% employer match about $365,670 at 4% or $243,780 at 6%; with 100% employer match about $274,253 at 4% or $182,835 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-10$1,496,241$141,629$14,163iApproximate average salary by contribution assumption: employee only about $354,073 at 4% or $236,048 at 6%; with 50% employer match about $236,048 at 4% or $157,366 at 6%; with 100% employer match about $177,036 at 4% or $118,024 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$265,601$77,773-
201829$1,244,821$199,729$22,192iApproximate average salary by contribution assumption: employee only about $554,803 at 4% or $369,869 at 6%; with 50% employer match about $369,869 at 4% or $246,579 at 6%; with 100% employer match about $277,401 at 4% or $184,934 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-9$1,084,829$122,146$13,572iApproximate average salary by contribution assumption: employee only about $339,294 at 4% or $226,196 at 6%; with 50% employer match about $226,196 at 4% or $150,798 at 6%; with 100% employer match about $169,647 at 4% or $113,098 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$159,992$77,583-
201729$1,129,633$254,794$28,310iApproximate average salary by contribution assumption: employee only about $707,761 at 4% or $471,841 at 6%; with 50% employer match about $471,841 at 4% or $314,560 at 6%; with 100% employer match about $353,881 at 4% or $235,920 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-9$1,041,653$166,814$18,535iApproximate average salary by contribution assumption: employee only about $463,372 at 4% or $308,915 at 6%; with 50% employer match about $308,915 at 4% or $205,943 at 6%; with 100% employer match about $231,686 at 4% or $154,457 at 6%.
KOLINSKY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$87,980$87,980-
201618$731,495$67,433$8,429iApproximate average salary by contribution assumption: employee only about $210,728 at 4% or $140,485 at 6%; with 50% employer match about $140,485 at 4% or $93,657 at 6%; with 100% employer match about $105,364 at 4% or $70,243 at 6%.
Kolinsky Wealth Management LLC 401(K) Plan-8$731,495$67,433$8,429iApproximate average salary by contribution assumption: employee only about $210,728 at 4% or $140,485 at 6%; with 50% employer match about $140,485 at 4% or $93,657 at 6%; with 100% employer match about $105,364 at 4% or $70,243 at 6%.
KOLINSKY WEALTH MANAGEMENT | EIN 27-2353546 | 2025 Form 5500 Company Profile