Comprehensive Wealth Solutions Inc.
Plan context: Comprehensive Wealth Solutions Inc. 401(K) Plan
EIN 27-3954865 • Fredonia, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
7
2015 Assets
$372,532
2015 Contributions
$69,592
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $69,592 | - |
| Comprehensive Wealth Solutions Inc. 401(K) Plan | - | 0 | $0 | $69,592 | - |
| 2014 | 1 | 7 | $372,532 | $82,562 | $11,795iApproximate average salary by contribution assumption: employee only about $294,864 at 4% or $196,576 at 6%; with 50% employer match about $196,576 at 4% or $131,051 at 6%; with 100% employer match about $147,432 at 4% or $98,288 at 6%. |
| Comprehensive Wealth Solutions Inc. 401(K) Plan | - | 7 | $372,532 | $82,562 | $11,795iApproximate average salary by contribution assumption: employee only about $294,864 at 4% or $196,576 at 6%; with 50% employer match about $196,576 at 4% or $131,051 at 6%; with 100% employer match about $147,432 at 4% or $98,288 at 6%. |
| 2013 | 1 | 8 | $300,255 | $81,084 | $10,136iApproximate average salary by contribution assumption: employee only about $253,388 at 4% or $168,925 at 6%; with 50% employer match about $168,925 at 4% or $112,617 at 6%; with 100% employer match about $126,694 at 4% or $84,463 at 6%. |
| Comprehensive Wealth Solutions Inc. 401(K) Plan | - | 8 | $300,255 | $81,084 | $10,136iApproximate average salary by contribution assumption: employee only about $253,388 at 4% or $168,925 at 6%; with 50% employer match about $168,925 at 4% or $112,617 at 6%; with 100% employer match about $126,694 at 4% or $84,463 at 6%. |
| 2012 | 1 | 8 | $180,416 | $65,201 | $8,150iApproximate average salary by contribution assumption: employee only about $203,753 at 4% or $135,835 at 6%; with 50% employer match about $135,835 at 4% or $90,557 at 6%; with 100% employer match about $101,877 at 4% or $67,918 at 6%. |
| Comprehensive Wealth Solutions Inc. 401(K) Plan | - | 8 | $180,416 | $65,201 | $8,150iApproximate average salary by contribution assumption: employee only about $203,753 at 4% or $135,835 at 6%; with 50% employer match about $135,835 at 4% or $90,557 at 6%; with 100% employer match about $101,877 at 4% or $67,918 at 6%. |
| 2011 | 1 | 7 | $113,085 | $123,534 | $17,648iApproximate average salary by contribution assumption: employee only about $441,193 at 4% or $294,129 at 6%; with 50% employer match about $294,129 at 4% or $196,086 at 6%; with 100% employer match about $220,596 at 4% or $147,064 at 6%. |
| Comprehensive Wealth Solutions Inc. 401(K) Plan | - | 7 | $113,085 | $123,534 | $17,648iApproximate average salary by contribution assumption: employee only about $441,193 at 4% or $294,129 at 6%; with 50% employer match about $294,129 at 4% or $196,086 at 6%; with 100% employer match about $220,596 at 4% or $147,064 at 6%. |