Fullcircle Wealth LLC
Plan context: Fullcircle Wealth LLC 401(K) Profit Sharing Plan & Trust
EIN 46-1544053 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$133,992
2024 Contributions
$45,816
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $133,992 | $45,816 | $9,163iApproximate average salary by contribution assumption: employee only about $229,080 at 4% or $152,720 at 6%; with 50% employer match about $152,720 at 4% or $101,813 at 6%; with 100% employer match about $114,540 at 4% or $76,360 at 6%. |
| Fullcircle Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $133,992 | $45,816 | $9,163iApproximate average salary by contribution assumption: employee only about $229,080 at 4% or $152,720 at 6%; with 50% employer match about $152,720 at 4% or $101,813 at 6%; with 100% employer match about $114,540 at 4% or $76,360 at 6%. |
| 2023 | 1 | 6 | $83,323 | $39,707 | $6,618iApproximate average salary by contribution assumption: employee only about $165,446 at 4% or $110,297 at 6%; with 50% employer match about $110,297 at 4% or $73,531 at 6%; with 100% employer match about $82,723 at 4% or $55,149 at 6%. |
| Fullcircle Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $83,323 | $39,707 | $6,618iApproximate average salary by contribution assumption: employee only about $165,446 at 4% or $110,297 at 6%; with 50% employer match about $110,297 at 4% or $73,531 at 6%; with 100% employer match about $82,723 at 4% or $55,149 at 6%. |
| 2022 | 1 | 5 | $32,624 | $35,580 | $7,116iApproximate average salary by contribution assumption: employee only about $177,900 at 4% or $118,600 at 6%; with 50% employer match about $118,600 at 4% or $79,067 at 6%; with 100% employer match about $88,950 at 4% or $59,300 at 6%. |
| Fullcircle Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $32,624 | $35,580 | $7,116iApproximate average salary by contribution assumption: employee only about $177,900 at 4% or $118,600 at 6%; with 50% employer match about $118,600 at 4% or $79,067 at 6%; with 100% employer match about $88,950 at 4% or $59,300 at 6%. |