Irving Wealth Management Inc.
Plan context: Irving Wealth Management Inc. 401(K) Retirement Plan
EIN 27-4848298 • Rockland, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,042,738
2025 Contributions
$143,326
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 | 3 | $1,042,738 | $143,326 | $47,775iApproximate average salary by contribution assumption: employee only about $1,194,383 at 4% or $796,256 at 6%; with 50% employer match about $796,256 at 4% or $530,837 at 6%; with 100% employer match about $597,192 at 4% or $398,128 at 6%. |
| Irving Wealth Management Inc. 401(K) Retirement Plan | - | 3 | $1,042,738 | $143,326 | $47,775iApproximate average salary by contribution assumption: employee only about $1,194,383 at 4% or $796,256 at 6%; with 50% employer match about $796,256 at 4% or $530,837 at 6%; with 100% employer match about $597,192 at 4% or $398,128 at 6%. |
| 2024 | 1 | 3 | $743,040 | $130,609 | $43,536iApproximate average salary by contribution assumption: employee only about $1,088,408 at 4% or $725,606 at 6%; with 50% employer match about $725,606 at 4% or $483,737 at 6%; with 100% employer match about $544,204 at 4% or $362,803 at 6%. |
| Irving Wealth Management Inc. 401(K) Retirement Plan | - | 3 | $743,040 | $130,609 | $43,536iApproximate average salary by contribution assumption: employee only about $1,088,408 at 4% or $725,606 at 6%; with 50% employer match about $725,606 at 4% or $483,737 at 6%; with 100% employer match about $544,204 at 4% or $362,803 at 6%. |
| 2023 | 1 | 3 | $480,065 | $128,031 | $42,677iApproximate average salary by contribution assumption: employee only about $1,066,925 at 4% or $711,283 at 6%; with 50% employer match about $711,283 at 4% or $474,189 at 6%; with 100% employer match about $533,463 at 4% or $355,642 at 6%. |
| Irving Wealth Management Inc. 401(K) Retirement Plan | - | 3 | $480,065 | $128,031 | $42,677iApproximate average salary by contribution assumption: employee only about $1,066,925 at 4% or $711,283 at 6%; with 50% employer match about $711,283 at 4% or $474,189 at 6%; with 100% employer match about $533,463 at 4% or $355,642 at 6%. |
| 2022 | 1 | 3 | $252,876 | $115,827 | $38,609iApproximate average salary by contribution assumption: employee only about $965,225 at 4% or $643,483 at 6%; with 50% employer match about $643,483 at 4% or $428,989 at 6%; with 100% employer match about $482,613 at 4% or $321,742 at 6%. |
| Irving Wealth Management Inc. 401(K) Retirement Plan | - | 3 | $252,876 | $115,827 | $38,609iApproximate average salary by contribution assumption: employee only about $965,225 at 4% or $643,483 at 6%; with 50% employer match about $643,483 at 4% or $428,989 at 6%; with 100% employer match about $482,613 at 4% or $321,742 at 6%. |
| 2021 | 1 | 3 | $198,849 | $192,637 | $64,212iApproximate average salary by contribution assumption: employee only about $1,605,308 at 4% or $1,070,206 at 6%; with 50% employer match about $1,070,206 at 4% or $713,470 at 6%; with 100% employer match about $802,654 at 4% or $535,103 at 6%. |
| Irving Wealth Management Inc. 401(K) Retirement Plan | - | 3 | $198,849 | $192,637 | $64,212iApproximate average salary by contribution assumption: employee only about $1,605,308 at 4% or $1,070,206 at 6%; with 50% employer match about $1,070,206 at 4% or $713,470 at 6%; with 100% employer match about $802,654 at 4% or $535,103 at 6%. |