M&B UDAL FINANCIAL ADVISOR DBA WAYPOINT WEALTH SOLUTIONS
Plan context: WAYPOINT WEALTH SOLUTIONS 401(K) PLAN
EIN 40-0031089 • Farmington, CT • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$94,259
2025 Contributions
$62,940
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 | 1 | $94,259 | $62,940 | $62,940iApproximate average salary by contribution assumption: employee only about $1,573,500 at 4% or $1,049,000 at 6%; with 50% employer match about $1,049,000 at 4% or $699,333 at 6%; with 100% employer match about $786,750 at 4% or $524,500 at 6%. |
| WAYPOINT WEALTH SOLUTIONS 401(K) PLAN | - | 1 | $94,259 | $62,940 | $62,940iApproximate average salary by contribution assumption: employee only about $1,573,500 at 4% or $1,049,000 at 6%; with 50% employer match about $1,049,000 at 4% or $699,333 at 6%; with 100% employer match about $786,750 at 4% or $524,500 at 6%. |