Civic Intelligence

FOUNDATION WEALTH STRATEGIES, LLC

Plan context: FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN

EIN 45-2427474 • Wheaton, IL • 5 filings • 1 plans

1745 S Naperville Rd., Suite 101Wheaton, IL 60189-5898
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,044,465

2025 Contributions

$265,545

Historical Graphs

Total Assets Over Time

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

$1,044,465$522,233$0202120232025YearValue
$1,044,465Latest year 2025

Participants Over Time

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

630202120232025YearValue
5Latest year 2025

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
202515$1,044,465$265,545$53,109iApproximate average salary by contribution assumption: employee only about $1,327,725 at 4% or $885,150 at 6%; with 50% employer match about $885,150 at 4% or $590,100 at 6%; with 100% employer match about $663,863 at 4% or $442,575 at 6%.
FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN-5$1,044,465$265,545$53,109iApproximate average salary by contribution assumption: employee only about $1,327,725 at 4% or $885,150 at 6%; with 50% employer match about $885,150 at 4% or $590,100 at 6%; with 100% employer match about $663,863 at 4% or $442,575 at 6%.
202416$655,022$161,135$26,856iApproximate average salary by contribution assumption: employee only about $671,396 at 4% or $447,597 at 6%; with 50% employer match about $447,597 at 4% or $298,398 at 6%; with 100% employer match about $335,698 at 4% or $223,799 at 6%.
FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN-6$655,022$161,135$26,856iApproximate average salary by contribution assumption: employee only about $671,396 at 4% or $447,597 at 6%; with 50% employer match about $447,597 at 4% or $298,398 at 6%; with 100% employer match about $335,698 at 4% or $223,799 at 6%.
202316$425,141$165,772$27,629iApproximate average salary by contribution assumption: employee only about $690,717 at 4% or $460,478 at 6%; with 50% employer match about $460,478 at 4% or $306,985 at 6%; with 100% employer match about $345,358 at 4% or $230,239 at 6%.
FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN-6$425,141$165,772$27,629iApproximate average salary by contribution assumption: employee only about $690,717 at 4% or $460,478 at 6%; with 50% employer match about $460,478 at 4% or $306,985 at 6%; with 100% employer match about $345,358 at 4% or $230,239 at 6%.
202215$208,731$148,664$29,733iApproximate average salary by contribution assumption: employee only about $743,320 at 4% or $495,547 at 6%; with 50% employer match about $495,547 at 4% or $330,364 at 6%; with 100% employer match about $371,660 at 4% or $247,773 at 6%.
FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN-5$208,731$148,664$29,733iApproximate average salary by contribution assumption: employee only about $743,320 at 4% or $495,547 at 6%; with 50% employer match about $495,547 at 4% or $330,364 at 6%; with 100% employer match about $371,660 at 4% or $247,773 at 6%.
202115$85,286$80,057$16,011iApproximate average salary by contribution assumption: employee only about $400,285 at 4% or $266,857 at 6%; with 50% employer match about $266,857 at 4% or $177,904 at 6%; with 100% employer match about $200,143 at 4% or $133,428 at 6%.
FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN-5$85,286$80,057$16,011iApproximate average salary by contribution assumption: employee only about $400,285 at 4% or $266,857 at 6%; with 50% employer match about $266,857 at 4% or $177,904 at 6%; with 100% employer match about $200,143 at 4% or $133,428 at 6%.