Civic Intelligence

Destiny Wealth Partners LLC

Plan context: Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust

EIN 46-1340579 • Tavares, FL • 13 filings • 4 plans

2100 Lake Eustis DriveTavares, FL 32778
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$6,879,714

2024 Contributions

$737,313

Historical Graphs

Total Assets Over Time

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

$6,879,714$3,439,857$0202020222024YearValue
$6,879,714Latest year 2024

Participants Over Time

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

23120202020222024YearValue
21Latest year 2024

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
2024321$6,879,714$737,313$35,110iApproximate average salary by contribution assumption: employee only about $877,754 at 4% or $585,169 at 6%; with 50% employer match about $585,169 at 4% or $390,113 at 6%; with 100% employer match about $438,877 at 4% or $292,585 at 6%.
Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-21$3,517,934$234,172$11,151iApproximate average salary by contribution assumption: employee only about $278,776 at 4% or $185,851 at 6%; with 50% employer match about $185,851 at 4% or $123,901 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN-7$2,520,829$390,000$55,714iApproximate average salary by contribution assumption: employee only about $1,392,857 at 4% or $928,571 at 6%; with 50% employer match about $928,571 at 4% or $619,048 at 6%; with 100% employer match about $696,429 at 4% or $464,286 at 6%.
DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN-21$840,951$113,141$5,388iApproximate average salary by contribution assumption: employee only about $134,692 at 4% or $89,794 at 6%; with 50% employer match about $89,794 at 4% or $59,863 at 6%; with 100% employer match about $67,346 at 4% or $44,897 at 6%.
2023323$6,198,965$720,196$31,313iApproximate average salary by contribution assumption: employee only about $782,822 at 4% or $521,881 at 6%; with 50% employer match about $521,881 at 4% or $347,921 at 6%; with 100% employer match about $391,411 at 4% or $260,941 at 6%.
Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-23$3,630,889$246,815$10,731iApproximate average salary by contribution assumption: employee only about $268,277 at 4% or $178,851 at 6%; with 50% employer match about $178,851 at 4% or $119,234 at 6%; with 100% employer match about $134,139 at 4% or $89,426 at 6%.
DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN-6$1,883,744$357,310$59,552iApproximate average salary by contribution assumption: employee only about $1,488,792 at 4% or $992,528 at 6%; with 50% employer match about $992,528 at 4% or $661,685 at 6%; with 100% employer match about $744,396 at 4% or $496,264 at 6%.
DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN-19$684,332$116,071$6,109iApproximate average salary by contribution assumption: employee only about $152,725 at 4% or $101,817 at 6%; with 50% employer match about $101,817 at 4% or $67,878 at 6%; with 100% employer match about $76,363 at 4% or $50,908 at 6%.
2022319$5,255,928$613,544$32,292iApproximate average salary by contribution assumption: employee only about $807,295 at 4% or $538,196 at 6%; with 50% employer match about $538,196 at 4% or $358,798 at 6%; with 100% employer match about $403,647 at 4% or $269,098 at 6%.
Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-19$3,252,580$251,321$13,227iApproximate average salary by contribution assumption: employee only about $330,686 at 4% or $220,457 at 6%; with 50% employer match about $220,457 at 4% or $146,971 at 6%; with 100% employer match about $165,343 at 4% or $110,229 at 6%.
DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN-8$1,437,034$275,922$34,490iApproximate average salary by contribution assumption: employee only about $862,256 at 4% or $574,838 at 6%; with 50% employer match about $574,838 at 4% or $383,225 at 6%; with 100% employer match about $431,128 at 4% or $287,419 at 6%.
DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN-17$566,314$86,301$5,077iApproximate average salary by contribution assumption: employee only about $126,913 at 4% or $84,609 at 6%; with 50% employer match about $84,609 at 4% or $56,406 at 6%; with 100% employer match about $63,457 at 4% or $42,304 at 6%.
2021317$4,999,128$565,735$33,279iApproximate average salary by contribution assumption: employee only about $831,963 at 4% or $554,642 at 6%; with 50% employer match about $554,642 at 4% or $369,761 at 6%; with 100% employer match about $415,982 at 4% or $277,321 at 6%.
Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-17$3,137,202$220,335$12,961iApproximate average salary by contribution assumption: employee only about $324,022 at 4% or $216,015 at 6%; with 50% employer match about $216,015 at 4% or $144,010 at 6%; with 100% employer match about $162,011 at 4% or $108,007 at 6%.
DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN-5$1,305,934$240,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN-16$555,992$105,400$6,588iApproximate average salary by contribution assumption: employee only about $164,688 at 4% or $109,792 at 6%; with 50% employer match about $109,792 at 4% or $73,194 at 6%; with 100% employer match about $82,344 at 4% or $54,896 at 6%.
2020119$2,679,402$182,668$9,614iApproximate average salary by contribution assumption: employee only about $240,353 at 4% or $160,235 at 6%; with 50% employer match about $160,235 at 4% or $106,823 at 6%; with 100% employer match about $120,176 at 4% or $80,118 at 6%.
Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust-19$2,679,402$182,668$9,614iApproximate average salary by contribution assumption: employee only about $240,353 at 4% or $160,235 at 6%; with 50% employer match about $160,235 at 4% or $106,823 at 6%; with 100% employer match about $120,176 at 4% or $80,118 at 6%.