Wealth Management Group LLC
Plan context: Bolanos Inc. 401(K) Plan and Trust
EIN 37-2023726 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,107,238
2024 Contributions
$128,013
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $2,107,238 | $128,013 | $10,668iApproximate average salary by contribution assumption: employee only about $266,694 at 4% or $177,796 at 6%; with 50% employer match about $177,796 at 4% or $118,531 at 6%; with 100% employer match about $133,347 at 4% or $88,898 at 6%. |
| Bolanos Inc. 401(K) Plan and Trust | - | 12 | $2,107,238 | $128,013 | $10,668iApproximate average salary by contribution assumption: employee only about $266,694 at 4% or $177,796 at 6%; with 50% employer match about $177,796 at 4% or $118,531 at 6%; with 100% employer match about $133,347 at 4% or $88,898 at 6%. |
| 2023 | 1 | 10 | $1,545,348 | $130,312 | $13,031iApproximate average salary by contribution assumption: employee only about $325,780 at 4% or $217,187 at 6%; with 50% employer match about $217,187 at 4% or $144,791 at 6%; with 100% employer match about $162,890 at 4% or $108,593 at 6%. |
| Bolanos Inc. 401(K) Plan and Trust | - | 10 | $1,545,348 | $130,312 | $13,031iApproximate average salary by contribution assumption: employee only about $325,780 at 4% or $217,187 at 6%; with 50% employer match about $217,187 at 4% or $144,791 at 6%; with 100% employer match about $162,890 at 4% or $108,593 at 6%. |