Esa Wealth Management Inc.
Plan context: Esa Wealth Management Inc. Profit Sharing Plan
EIN 27-3789501 • 11 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$50,010
2020 Contributions
$648
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2019 | 1 | 1 | $50,010 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $50,010 | - | - |
| 2018 | 1 | 1 | $265,713 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $265,713 | - | - |
| 2017 | 1 | 1 | $252,216 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $252,216 | - | - |
| 2016 | 1 | 1 | $152,167 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $152,167 | - | - |
| 2015 | 1 | 1 | $141,808 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $141,808 | - | - |
| 2014 | 1 | 1 | $130,757 | $648 | $648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%. |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $130,757 | $648 | $648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%. |
| 2013 | 1 | 1 | $102,460 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $102,460 | - | - |
| 2012 | 1 | 1 | $83,143 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $83,143 | - | - |
| 2011 | 1 | 1 | $238,936 | $0 | - |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $238,936 | - | - |
| 2010 | 1 | 1 | $312,297 | $312,081 | $312,081iApproximate average salary by contribution assumption: employee only about $7,802,025 at 4% or $5,201,350 at 6%; with 50% employer match about $5,201,350 at 4% or $3,467,567 at 6%; with 100% employer match about $3,901,013 at 4% or $2,600,675 at 6%. |
| Esa Wealth Management Inc. Profit Sharing Plan | - | 1 | $312,297 | $312,081 | $312,081iApproximate average salary by contribution assumption: employee only about $7,802,025 at 4% or $5,201,350 at 6%; with 50% employer match about $5,201,350 at 4% or $3,467,567 at 6%; with 100% employer match about $3,901,013 at 4% or $2,600,675 at 6%. |