PLATINUM WEALTH MANAGEMENT, INC.
Plan context: PLATINUM WEALTH MANAGEMENT 401(K) PLAN
EIN 46-0945495 • Murrieta, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$61,244
2025 Contributions
$19,425
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 | 2 | $61,244 | $19,425 | $9,713iApproximate average salary by contribution assumption: employee only about $242,813 at 4% or $161,875 at 6%; with 50% employer match about $161,875 at 4% or $107,917 at 6%; with 100% employer match about $121,406 at 4% or $80,938 at 6%. |
| PLATINUM WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $61,244 | $19,425 | $9,713iApproximate average salary by contribution assumption: employee only about $242,813 at 4% or $161,875 at 6%; with 50% employer match about $161,875 at 4% or $107,917 at 6%; with 100% employer match about $121,406 at 4% or $80,938 at 6%. |
| 2024 | 1 | 3 | $44,222 | $15,372 | $5,124iApproximate average salary by contribution assumption: employee only about $128,100 at 4% or $85,400 at 6%; with 50% employer match about $85,400 at 4% or $56,933 at 6%; with 100% employer match about $64,050 at 4% or $42,700 at 6%. |
| PLATINUM WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $44,222 | $15,372 | $5,124iApproximate average salary by contribution assumption: employee only about $128,100 at 4% or $85,400 at 6%; with 50% employer match about $85,400 at 4% or $56,933 at 6%; with 100% employer match about $64,050 at 4% or $42,700 at 6%. |
| 2023 | 1 | 3 | $22,980 | $11,127 | $3,709iApproximate average salary by contribution assumption: employee only about $92,725 at 4% or $61,817 at 6%; with 50% employer match about $61,817 at 4% or $41,211 at 6%; with 100% employer match about $46,363 at 4% or $30,908 at 6%. |
| PLATINUM WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $22,980 | $11,127 | $3,709iApproximate average salary by contribution assumption: employee only about $92,725 at 4% or $61,817 at 6%; with 50% employer match about $61,817 at 4% or $41,211 at 6%; with 100% employer match about $46,363 at 4% or $30,908 at 6%. |
| 2022 | 1 | 3 | $9,439 | $9,671 | $3,224iApproximate average salary by contribution assumption: employee only about $80,592 at 4% or $53,728 at 6%; with 50% employer match about $53,728 at 4% or $35,819 at 6%; with 100% employer match about $40,296 at 4% or $26,864 at 6%. |
| PLATINUM WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $9,439 | $9,671 | $3,224iApproximate average salary by contribution assumption: employee only about $80,592 at 4% or $53,728 at 6%; with 50% employer match about $53,728 at 4% or $35,819 at 6%; with 100% employer match about $40,296 at 4% or $26,864 at 6%. |