DSF WEALTH MANAGEMENT GROUP LLC
Plan context: DSF WEALTH MANAGEMENT GROUP 401(K) PLAN
EIN 45-1683110 • Bridgeville, PA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$2,806,611
2025 Contributions
$532,888
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 | 22 | $2,806,611 | $532,888 | $24,222iApproximate average salary by contribution assumption: employee only about $605,555 at 4% or $403,703 at 6%; with 50% employer match about $403,703 at 4% or $269,135 at 6%; with 100% employer match about $302,777 at 4% or $201,852 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 22 | $2,806,611 | $532,888 | $24,222iApproximate average salary by contribution assumption: employee only about $605,555 at 4% or $403,703 at 6%; with 50% employer match about $403,703 at 4% or $269,135 at 6%; with 100% employer match about $302,777 at 4% or $201,852 at 6%. |
| 2024 | 1 | 20 | $1,921,478 | $465,630 | $23,282iApproximate average salary by contribution assumption: employee only about $582,038 at 4% or $388,025 at 6%; with 50% employer match about $388,025 at 4% or $258,683 at 6%; with 100% employer match about $291,019 at 4% or $194,013 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 20 | $1,921,478 | $465,630 | $23,282iApproximate average salary by contribution assumption: employee only about $582,038 at 4% or $388,025 at 6%; with 50% employer match about $388,025 at 4% or $258,683 at 6%; with 100% employer match about $291,019 at 4% or $194,013 at 6%. |
| 2023 | 1 | 14 | $1,242,327 | $308,034 | $22,002iApproximate average salary by contribution assumption: employee only about $550,061 at 4% or $366,707 at 6%; with 50% employer match about $366,707 at 4% or $244,471 at 6%; with 100% employer match about $275,030 at 4% or $183,354 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 14 | $1,242,327 | $308,034 | $22,002iApproximate average salary by contribution assumption: employee only about $550,061 at 4% or $366,707 at 6%; with 50% employer match about $366,707 at 4% or $244,471 at 6%; with 100% employer match about $275,030 at 4% or $183,354 at 6%. |
| 2022 | 1 | 15 | $780,773 | $225,562 | $15,037iApproximate average salary by contribution assumption: employee only about $375,937 at 4% or $250,624 at 6%; with 50% employer match about $250,624 at 4% or $167,083 at 6%; with 100% employer match about $187,968 at 4% or $125,312 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 15 | $780,773 | $225,562 | $15,037iApproximate average salary by contribution assumption: employee only about $375,937 at 4% or $250,624 at 6%; with 50% employer match about $250,624 at 4% or $167,083 at 6%; with 100% employer match about $187,968 at 4% or $125,312 at 6%. |
| 2021 | 1 | 11 | $764,068 | $160,307 | $14,573iApproximate average salary by contribution assumption: employee only about $364,334 at 4% or $242,889 at 6%; with 50% employer match about $242,889 at 4% or $161,926 at 6%; with 100% employer match about $182,167 at 4% or $121,445 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 11 | $764,068 | $160,307 | $14,573iApproximate average salary by contribution assumption: employee only about $364,334 at 4% or $242,889 at 6%; with 50% employer match about $242,889 at 4% or $161,926 at 6%; with 100% employer match about $182,167 at 4% or $121,445 at 6%. |
| 2020 | 1 | 8 | $508,415 | $122,030 | $15,254iApproximate average salary by contribution assumption: employee only about $381,344 at 4% or $254,229 at 6%; with 50% employer match about $254,229 at 4% or $169,486 at 6%; with 100% employer match about $190,672 at 4% or $127,115 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 8 | $508,415 | $122,030 | $15,254iApproximate average salary by contribution assumption: employee only about $381,344 at 4% or $254,229 at 6%; with 50% employer match about $254,229 at 4% or $169,486 at 6%; with 100% employer match about $190,672 at 4% or $127,115 at 6%. |
| 2019 | 1 | 4 | $301,076 | $266,474 | $66,619iApproximate average salary by contribution assumption: employee only about $1,665,463 at 4% or $1,110,308 at 6%; with 50% employer match about $1,110,308 at 4% or $740,206 at 6%; with 100% employer match about $832,731 at 4% or $555,154 at 6%. |
| DSF WEALTH MANAGEMENT GROUP 401(K) PLAN | - | 4 | $301,076 | $266,474 | $66,619iApproximate average salary by contribution assumption: employee only about $1,665,463 at 4% or $1,110,308 at 6%; with 50% employer match about $1,110,308 at 4% or $740,206 at 6%; with 100% employer match about $832,731 at 4% or $555,154 at 6%. |