Civic Intelligence

Frontier Wealth Enterprises LLC

Plan context: Frontier Wealth Enterprises LLC Retirement Trust

EIN 45-1588845 • Kansas City, MO • 14 filings • 4 plans

4435 Main Street, Suite 650Kansas City, MO 64111
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$2,068,425

2024 Contributions

$515,640

Historical Graphs

Total Assets Over Time

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

$6,640,439$3,320,220$0201120172023YearValue
$2,068,425Latest year 2023

Participants Over Time

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

53270201120172023YearValue
36Latest year 2023

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
202410$0$0-
Frontier Wealth Enterprises LLC Retirement Trust-0$0$0-
2023136$2,068,425$0-
Frontier Wealth Enterprises LLC Retirement Trust-36$2,068,425--
2022136$3,307,922-$555,200-
Frontier Wealth Enterprises LLC Retirement Trust-36$3,307,922-$555,200-
2021151$6,640,439$515,640$10,111iApproximate average salary by contribution assumption: employee only about $252,765 at 4% or $168,510 at 6%; with 50% employer match about $168,510 at 4% or $112,340 at 6%; with 100% employer match about $126,382 at 4% or $84,255 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-51$6,640,439$515,640$10,111iApproximate average salary by contribution assumption: employee only about $252,765 at 4% or $168,510 at 6%; with 50% employer match about $168,510 at 4% or $112,340 at 6%; with 100% employer match about $126,382 at 4% or $84,255 at 6%.
2020153$5,831,350$484,745$9,146iApproximate average salary by contribution assumption: employee only about $228,653 at 4% or $152,436 at 6%; with 50% employer match about $152,436 at 4% or $101,624 at 6%; with 100% employer match about $114,327 at 4% or $76,218 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-53$5,831,350$484,745$9,146iApproximate average salary by contribution assumption: employee only about $228,653 at 4% or $152,436 at 6%; with 50% employer match about $152,436 at 4% or $101,624 at 6%; with 100% employer match about $114,327 at 4% or $76,218 at 6%.
2019144$4,523,844$900,859$20,474iApproximate average salary by contribution assumption: employee only about $511,852 at 4% or $341,234 at 6%; with 50% employer match about $341,234 at 4% or $227,490 at 6%; with 100% employer match about $255,926 at 4% or $170,617 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-44$4,523,844$900,859$20,474iApproximate average salary by contribution assumption: employee only about $511,852 at 4% or $341,234 at 6%; with 50% employer match about $341,234 at 4% or $227,490 at 6%; with 100% employer match about $255,926 at 4% or $170,617 at 6%.
2018142$3,656,313$635,350$15,127iApproximate average salary by contribution assumption: employee only about $378,185 at 4% or $252,123 at 6%; with 50% employer match about $252,123 at 4% or $168,082 at 6%; with 100% employer match about $189,092 at 4% or $126,062 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-42$3,656,313$635,350$15,127iApproximate average salary by contribution assumption: employee only about $378,185 at 4% or $252,123 at 6%; with 50% employer match about $252,123 at 4% or $168,082 at 6%; with 100% employer match about $189,092 at 4% or $126,062 at 6%.
2017142$3,160,597$2,145,238$51,077iApproximate average salary by contribution assumption: employee only about $1,276,927 at 4% or $851,285 at 6%; with 50% employer match about $851,285 at 4% or $567,523 at 6%; with 100% employer match about $638,464 at 4% or $425,642 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-42$3,160,597$2,145,238$51,077iApproximate average salary by contribution assumption: employee only about $1,276,927 at 4% or $851,285 at 6%; with 50% employer match about $851,285 at 4% or $567,523 at 6%; with 100% employer match about $638,464 at 4% or $425,642 at 6%.
2016134$861,341$293,146$8,622iApproximate average salary by contribution assumption: employee only about $215,549 at 4% or $143,699 at 6%; with 50% employer match about $143,699 at 4% or $95,799 at 6%; with 100% employer match about $107,774 at 4% or $71,850 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-34$861,341$293,146$8,622iApproximate average salary by contribution assumption: employee only about $215,549 at 4% or $143,699 at 6%; with 50% employer match about $143,699 at 4% or $95,799 at 6%; with 100% employer match about $107,774 at 4% or $71,850 at 6%.
2015129$621,322$380,871$13,133iApproximate average salary by contribution assumption: employee only about $328,337 at 4% or $218,891 at 6%; with 50% employer match about $218,891 at 4% or $145,928 at 6%; with 100% employer match about $164,169 at 4% or $109,446 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-29$621,322$380,871$13,133iApproximate average salary by contribution assumption: employee only about $328,337 at 4% or $218,891 at 6%; with 50% employer match about $218,891 at 4% or $145,928 at 6%; with 100% employer match about $164,169 at 4% or $109,446 at 6%.
2014121$276,144$129,530$6,168iApproximate average salary by contribution assumption: employee only about $154,202 at 4% or $102,802 at 6%; with 50% employer match about $102,802 at 4% or $68,534 at 6%; with 100% employer match about $77,101 at 4% or $51,401 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-21$276,144$129,530$6,168iApproximate average salary by contribution assumption: employee only about $154,202 at 4% or $102,802 at 6%; with 50% employer match about $102,802 at 4% or $68,534 at 6%; with 100% employer match about $77,101 at 4% or $51,401 at 6%.
2013118$221,163$128,554$7,142iApproximate average salary by contribution assumption: employee only about $178,547 at 4% or $119,031 at 6%; with 50% employer match about $119,031 at 4% or $79,354 at 6%; with 100% employer match about $89,274 at 4% or $59,516 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-18$221,163$128,554$7,142iApproximate average salary by contribution assumption: employee only about $178,547 at 4% or $119,031 at 6%; with 50% employer match about $119,031 at 4% or $79,354 at 6%; with 100% employer match about $89,274 at 4% or $59,516 at 6%.
2012112$73,932$49,458$4,122iApproximate average salary by contribution assumption: employee only about $103,038 at 4% or $68,692 at 6%; with 50% employer match about $68,692 at 4% or $45,794 at 6%; with 100% employer match about $51,519 at 4% or $34,346 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-12$73,932$49,458$4,122iApproximate average salary by contribution assumption: employee only about $103,038 at 4% or $68,692 at 6%; with 50% employer match about $68,692 at 4% or $45,794 at 6%; with 100% employer match about $51,519 at 4% or $34,346 at 6%.
2011110$23,383$23,099$2,310iApproximate average salary by contribution assumption: employee only about $57,748 at 4% or $38,498 at 6%; with 50% employer match about $38,498 at 4% or $25,666 at 6%; with 100% employer match about $28,874 at 4% or $19,249 at 6%.
Frontier Wealth Enterprises LLC Retirement Trust-10$23,383$23,099$2,310iApproximate average salary by contribution assumption: employee only about $57,748 at 4% or $38,498 at 6%; with 50% employer match about $38,498 at 4% or $25,666 at 6%; with 100% employer match about $28,874 at 4% or $19,249 at 6%.
Frontier Wealth Enterprises LLC | EIN 45-1588845 | 2024 Form 5500 Company Profile