QTR FAMILY WEALTH, LLC
Plan context: QTR FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN
EIN 33-1851430 • Lake Mary, FL • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$443,226
2025 Contributions
$95,194
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 | 6 | $443,226 | $95,194 | $15,866iApproximate average salary by contribution assumption: employee only about $396,642 at 4% or $264,428 at 6%; with 50% employer match about $264,428 at 4% or $176,285 at 6%; with 100% employer match about $198,321 at 4% or $132,214 at 6%. |
| QTR FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN | - | 6 | $443,226 | $95,194 | $15,866iApproximate average salary by contribution assumption: employee only about $396,642 at 4% or $264,428 at 6%; with 50% employer match about $264,428 at 4% or $176,285 at 6%; with 100% employer match about $198,321 at 4% or $132,214 at 6%. |