Civic Intelligence

Fluent Wealth Partners LLC

Plan context: Fluent Wealth Partners LLC 401 K Profit Sharing Plan Trust

EIN 37-1567034 • San Jose, CA • 4 filings • 1 plans

10 Almaden Blvd 15th FlooorSan Jose, CA 95113
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$123,401

2017 Contributions

$35,924

Historical Graphs

Total Assets Over Time

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

$123,401$61,701$0201420162017YearValue
$123,401Latest year 2017

Participants Over Time

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

320201420162017YearValue
2Latest year 2017

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
201712$123,401$35,924$17,962iApproximate average salary by contribution assumption: employee only about $449,050 at 4% or $299,367 at 6%; with 50% employer match about $299,367 at 4% or $199,578 at 6%; with 100% employer match about $224,525 at 4% or $149,683 at 6%.
Fluent Wealth Partners LLC 401 K Profit Sharing Plan Trust-2$123,401$35,924$17,962iApproximate average salary by contribution assumption: employee only about $449,050 at 4% or $299,367 at 6%; with 50% employer match about $299,367 at 4% or $199,578 at 6%; with 100% employer match about $224,525 at 4% or $149,683 at 6%.
201613$92,538$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Fluent Wealth Partners LLC 401 K Profit Sharing Plan Trust-3$92,538$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201513$48,590$46,856$15,619iApproximate average salary by contribution assumption: employee only about $390,467 at 4% or $260,311 at 6%; with 50% employer match about $260,311 at 4% or $173,541 at 6%; with 100% employer match about $195,233 at 4% or $130,156 at 6%.
Fluent Wealth Partners LLC 401 K Profit Sharing Plan Trust-3$48,590$46,856$15,619iApproximate average salary by contribution assumption: employee only about $390,467 at 4% or $260,311 at 6%; with 50% employer match about $260,311 at 4% or $173,541 at 6%; with 100% employer match about $195,233 at 4% or $130,156 at 6%.
201413$13,071$12,831$4,277iApproximate average salary by contribution assumption: employee only about $106,925 at 4% or $71,283 at 6%; with 50% employer match about $71,283 at 4% or $47,522 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%.
Fluent Wealth Partners LLC 401 K Profit Sharing Plan Trust-3$13,071$12,831$4,277iApproximate average salary by contribution assumption: employee only about $106,925 at 4% or $71,283 at 6%; with 50% employer match about $71,283 at 4% or $47,522 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%.