AP WEALTH MANAGEMENT, LLC
Plan context: AP WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 27-4387660 • Augusta, GA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,154,394
2025 Contributions
$161,017
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 | 7 | $1,154,394 | $161,017 | $23,002iApproximate average salary by contribution assumption: employee only about $575,061 at 4% or $383,374 at 6%; with 50% employer match about $383,374 at 4% or $255,583 at 6%; with 100% employer match about $287,530 at 4% or $191,687 at 6%. |
| AP WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 7 | $1,154,394 | $161,017 | $23,002iApproximate average salary by contribution assumption: employee only about $575,061 at 4% or $383,374 at 6%; with 50% employer match about $383,374 at 4% or $255,583 at 6%; with 100% employer match about $287,530 at 4% or $191,687 at 6%. |
| 2024 | 1 | 8 | $973,175 | $147,186 | $18,398iApproximate average salary by contribution assumption: employee only about $459,956 at 4% or $306,638 at 6%; with 50% employer match about $306,638 at 4% or $204,425 at 6%; with 100% employer match about $229,978 at 4% or $153,319 at 6%. |
| AP WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 8 | $973,175 | $147,186 | $18,398iApproximate average salary by contribution assumption: employee only about $459,956 at 4% or $306,638 at 6%; with 50% employer match about $306,638 at 4% or $204,425 at 6%; with 100% employer match about $229,978 at 4% or $153,319 at 6%. |
| 2023 | 1 | 8 | $683,363 | $153,439 | $19,180iApproximate average salary by contribution assumption: employee only about $479,497 at 4% or $319,665 at 6%; with 50% employer match about $319,665 at 4% or $213,110 at 6%; with 100% employer match about $239,748 at 4% or $159,832 at 6%. |
| AP WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 8 | $683,363 | $153,439 | $19,180iApproximate average salary by contribution assumption: employee only about $479,497 at 4% or $319,665 at 6%; with 50% employer match about $319,665 at 4% or $213,110 at 6%; with 100% employer match about $239,748 at 4% or $159,832 at 6%. |
| 2022 | 1 | 7 | $402,514 | $456,003 | $65,143iApproximate average salary by contribution assumption: employee only about $1,628,582 at 4% or $1,085,721 at 6%; with 50% employer match about $1,085,721 at 4% or $723,814 at 6%; with 100% employer match about $814,291 at 4% or $542,861 at 6%. |
| AP WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 7 | $402,514 | $456,003 | $65,143iApproximate average salary by contribution assumption: employee only about $1,628,582 at 4% or $1,085,721 at 6%; with 50% employer match about $1,085,721 at 4% or $723,814 at 6%; with 100% employer match about $814,291 at 4% or $542,861 at 6%. |