Wealth Management LLC
Plan context: Wealth Management LLC 401K P/S Plan
EIN 39-1908333 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
10
2004 Assets
$373,041
2004 Contributions
$83,538
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Wealth Management LLC 401K P/S Plan | - | 0 | - | - | - |
| 2003 | 1 | 10 | $373,041 | $83,538 | $8,354iApproximate average salary by contribution assumption: employee only about $208,845 at 4% or $139,230 at 6%; with 50% employer match about $139,230 at 4% or $92,820 at 6%; with 100% employer match about $104,422 at 4% or $69,615 at 6%. |
| Wealth Management LLC 401K P/S Plan | - | 10 | $373,041 | $83,538 | $8,354iApproximate average salary by contribution assumption: employee only about $208,845 at 4% or $139,230 at 6%; with 50% employer match about $139,230 at 4% or $92,820 at 6%; with 100% employer match about $104,422 at 4% or $69,615 at 6%. |
| 2002 | 1 | 11 | $251,815 | $78,894 | $7,172iApproximate average salary by contribution assumption: employee only about $179,305 at 4% or $119,536 at 6%; with 50% employer match about $119,536 at 4% or $79,691 at 6%; with 100% employer match about $89,652 at 4% or $59,768 at 6%. |
| Wealth Management LLC 401K P/S Plan | - | 11 | $251,815 | $78,894 | $7,172iApproximate average salary by contribution assumption: employee only about $179,305 at 4% or $119,536 at 6%; with 50% employer match about $119,536 at 4% or $79,691 at 6%; with 100% employer match about $89,652 at 4% or $59,768 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Wealth Management LLC 401K P/S Plan | - | 12 | - | - | - |
| 2000 | 1 | 11 | $218,388 | $53,882 | $4,898iApproximate average salary by contribution assumption: employee only about $122,459 at 4% or $81,639 at 6%; with 50% employer match about $81,639 at 4% or $54,426 at 6%; with 100% employer match about $61,230 at 4% or $40,820 at 6%. |
| Wealth Management LLC 401K P/S Plan | - | 11 | $218,388 | $53,882 | $4,898iApproximate average salary by contribution assumption: employee only about $122,459 at 4% or $81,639 at 6%; with 50% employer match about $81,639 at 4% or $54,426 at 6%; with 100% employer match about $61,230 at 4% or $40,820 at 6%. |
| 1999 | 1 | 13 | $237,613 | $47,863 | $3,682iApproximate average salary by contribution assumption: employee only about $92,044 at 4% or $61,363 at 6%; with 50% employer match about $61,363 at 4% or $40,909 at 6%; with 100% employer match about $46,022 at 4% or $30,681 at 6%. |
| Wealth Management LLC 401K P/S Plan | - | 13 | $237,613 | $47,863 | $3,682iApproximate average salary by contribution assumption: employee only about $92,044 at 4% or $61,363 at 6%; with 50% employer match about $61,363 at 4% or $40,909 at 6%; with 100% employer match about $46,022 at 4% or $30,681 at 6%. |