INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC
Plan context: INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 45-3805497 • Westfield, IN • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$824,742
2025 Contributions
$121,650
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 | 6 | $824,742 | $121,650 | $20,275iApproximate average salary by contribution assumption: employee only about $506,875 at 4% or $337,917 at 6%; with 50% employer match about $337,917 at 4% or $225,278 at 6%; with 100% employer match about $253,438 at 4% or $168,958 at 6%. |
| INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 6 | $824,742 | $121,650 | $20,275iApproximate average salary by contribution assumption: employee only about $506,875 at 4% or $337,917 at 6%; with 50% employer match about $337,917 at 4% or $225,278 at 6%; with 100% employer match about $253,438 at 4% or $168,958 at 6%. |
| 2024 | 1 | 5 | $590,113 | $96,032 | $19,206iApproximate average salary by contribution assumption: employee only about $480,160 at 4% or $320,107 at 6%; with 50% employer match about $320,107 at 4% or $213,404 at 6%; with 100% employer match about $240,080 at 4% or $160,053 at 6%. |
| INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 5 | $590,113 | $96,032 | $19,206iApproximate average salary by contribution assumption: employee only about $480,160 at 4% or $320,107 at 6%; with 50% employer match about $320,107 at 4% or $213,404 at 6%; with 100% employer match about $240,080 at 4% or $160,053 at 6%. |
| 2023 | 1 | 4 | $432,761 | $86,137 | $21,534iApproximate average salary by contribution assumption: employee only about $538,356 at 4% or $358,904 at 6%; with 50% employer match about $358,904 at 4% or $239,269 at 6%; with 100% employer match about $269,178 at 4% or $179,452 at 6%. |
| INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 4 | $432,761 | $86,137 | $21,534iApproximate average salary by contribution assumption: employee only about $538,356 at 4% or $358,904 at 6%; with 50% employer match about $358,904 at 4% or $239,269 at 6%; with 100% employer match about $269,178 at 4% or $179,452 at 6%. |
| 2022 | 1 | 4 | $286,160 | $109,440 | $27,360iApproximate average salary by contribution assumption: employee only about $684,000 at 4% or $456,000 at 6%; with 50% employer match about $456,000 at 4% or $304,000 at 6%; with 100% employer match about $342,000 at 4% or $228,000 at 6%. |
| INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 4 | $286,160 | $109,440 | $27,360iApproximate average salary by contribution assumption: employee only about $684,000 at 4% or $456,000 at 6%; with 50% employer match about $456,000 at 4% or $304,000 at 6%; with 100% employer match about $342,000 at 4% or $228,000 at 6%. |
| 2021 | 1 | 3 | $222,482 | $175,865 | $58,622iApproximate average salary by contribution assumption: employee only about $1,465,542 at 4% or $977,028 at 6%; with 50% employer match about $977,028 at 4% or $651,352 at 6%; with 100% employer match about $732,771 at 4% or $488,514 at 6%. |
| INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $222,482 | $175,865 | $58,622iApproximate average salary by contribution assumption: employee only about $1,465,542 at 4% or $977,028 at 6%; with 50% employer match about $977,028 at 4% or $651,352 at 6%; with 100% employer match about $732,771 at 4% or $488,514 at 6%. |
| 2020 | 1 | 3 | $37,097 | $31,507 | $10,502iApproximate average salary by contribution assumption: employee only about $262,558 at 4% or $175,039 at 6%; with 50% employer match about $175,039 at 4% or $116,693 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%. |
| INTEGRATED PLANNING AND WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $37,097 | $31,507 | $10,502iApproximate average salary by contribution assumption: employee only about $262,558 at 4% or $175,039 at 6%; with 50% employer match about $175,039 at 4% or $116,693 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%. |