Civic Intelligence

REZNY WEALTH MANAGEMENT, INC.

Plan context: REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN

EIN 36-3826115 • Fort Myers, FL • 6 filings • 1 plans

5237 Summerlin Commons BlvdSuite 209Fort Myers, FL 33907
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$772,340

2025 Contributions

$106,130

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$772,340$386,170$0202020232025YearValue
$772,340Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530202020232025YearValue
5Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$772,340$106,130$21,226iApproximate average salary by contribution assumption: employee only about $530,650 at 4% or $353,767 at 6%; with 50% employer match about $353,767 at 4% or $235,844 at 6%; with 100% employer match about $265,325 at 4% or $176,883 at 6%.
REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN-5$772,340$106,130$21,226iApproximate average salary by contribution assumption: employee only about $530,650 at 4% or $353,767 at 6%; with 50% employer match about $353,767 at 4% or $235,844 at 6%; with 100% employer match about $265,325 at 4% or $176,883 at 6%.
202415$550,907$94,246$18,849iApproximate average salary by contribution assumption: employee only about $471,230 at 4% or $314,153 at 6%; with 50% employer match about $314,153 at 4% or $209,436 at 6%; with 100% employer match about $235,615 at 4% or $157,077 at 6%.
REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN-5$550,907$94,246$18,849iApproximate average salary by contribution assumption: employee only about $471,230 at 4% or $314,153 at 6%; with 50% employer match about $314,153 at 4% or $209,436 at 6%; with 100% employer match about $235,615 at 4% or $157,077 at 6%.
202314$345,809$92,135$23,034iApproximate average salary by contribution assumption: employee only about $575,844 at 4% or $383,896 at 6%; with 50% employer match about $383,896 at 4% or $255,931 at 6%; with 100% employer match about $287,922 at 4% or $191,948 at 6%.
REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN-4$345,809$92,135$23,034iApproximate average salary by contribution assumption: employee only about $575,844 at 4% or $383,896 at 6%; with 50% employer match about $383,896 at 4% or $255,931 at 6%; with 100% employer match about $287,922 at 4% or $191,948 at 6%.
202214$177,329$79,731$19,933iApproximate average salary by contribution assumption: employee only about $498,319 at 4% or $332,213 at 6%; with 50% employer match about $332,213 at 4% or $221,475 at 6%; with 100% employer match about $249,159 at 4% or $166,106 at 6%.
REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN-4$177,329$79,731$19,933iApproximate average salary by contribution assumption: employee only about $498,319 at 4% or $332,213 at 6%; with 50% employer match about $332,213 at 4% or $221,475 at 6%; with 100% employer match about $249,159 at 4% or $166,106 at 6%.
202113$142,696$73,291$24,430iApproximate average salary by contribution assumption: employee only about $610,758 at 4% or $407,172 at 6%; with 50% employer match about $407,172 at 4% or $271,448 at 6%; with 100% employer match about $305,379 at 4% or $203,586 at 6%.
REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN-3$142,696$73,291$24,430iApproximate average salary by contribution assumption: employee only about $610,758 at 4% or $407,172 at 6%; with 50% employer match about $407,172 at 4% or $271,448 at 6%; with 100% employer match about $305,379 at 4% or $203,586 at 6%.
202013$45,964$41,341$13,780iApproximate average salary by contribution assumption: employee only about $344,508 at 4% or $229,672 at 6%; with 50% employer match about $229,672 at 4% or $153,115 at 6%; with 100% employer match about $172,254 at 4% or $114,836 at 6%.
REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN-3$45,964$41,341$13,780iApproximate average salary by contribution assumption: employee only about $344,508 at 4% or $229,672 at 6%; with 50% employer match about $229,672 at 4% or $153,115 at 6%; with 100% employer match about $172,254 at 4% or $114,836 at 6%.