Bennett Associates Wealth Management
Plan context: Bennett Associates Wealth Management 401(K) Profit Sharing Plan
EIN 36-4821587 • Butler, PA • 2 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$347,690
2025 Contributions
$186,351
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 | 4 | $347,690 | $186,351 | $46,588iApproximate average salary by contribution assumption: employee only about $1,164,694 at 4% or $776,463 at 6%; with 50% employer match about $776,463 at 4% or $517,642 at 6%; with 100% employer match about $582,347 at 4% or $388,231 at 6%. |
| Bennett Associates Wealth Management 401(K) Profit Sharing Plan | - | 4 | $347,690 | $186,351 | $46,588iApproximate average salary by contribution assumption: employee only about $1,164,694 at 4% or $776,463 at 6%; with 50% employer match about $776,463 at 4% or $517,642 at 6%; with 100% employer match about $582,347 at 4% or $388,231 at 6%. |
| 2024 | 1 | 3 | $119,611 | $117,850 | $39,283iApproximate average salary by contribution assumption: employee only about $982,083 at 4% or $654,722 at 6%; with 50% employer match about $654,722 at 4% or $436,481 at 6%; with 100% employer match about $491,042 at 4% or $327,361 at 6%. |
| Bennett Associates Wealth Management 401(K) Profit Sharing Plan | - | 3 | $119,611 | $117,850 | $39,283iApproximate average salary by contribution assumption: employee only about $982,083 at 4% or $654,722 at 6%; with 50% employer match about $654,722 at 4% or $436,481 at 6%; with 100% employer match about $491,042 at 4% or $327,361 at 6%. |