Weal Management LLC
Plan context: Spoke & Weal 401(K) Plan
EIN 46-3564105 • Los Angeles, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
112
2024 Assets
$2,088,296
2024 Contributions
$826,897
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 | 112 | $2,088,296 | $826,897 | $7,383iApproximate average salary by contribution assumption: employee only about $184,575 at 4% or $123,050 at 6%; with 50% employer match about $123,050 at 4% or $82,033 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%. |
| Spoke & Weal 401(K) Plan | - | 112 | $2,088,296 | $826,897 | $7,383iApproximate average salary by contribution assumption: employee only about $184,575 at 4% or $123,050 at 6%; with 50% employer match about $123,050 at 4% or $82,033 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%. |
| 2023 | 1 | 116 | $1,234,810 | $524,082 | $4,518iApproximate average salary by contribution assumption: employee only about $112,949 at 4% or $75,299 at 6%; with 50% employer match about $75,299 at 4% or $50,199 at 6%; with 100% employer match about $56,474 at 4% or $37,650 at 6%. |
| Spoke & Weal 401(K) Plan | - | 116 | $1,234,810 | $524,082 | $4,518iApproximate average salary by contribution assumption: employee only about $112,949 at 4% or $75,299 at 6%; with 50% employer match about $75,299 at 4% or $50,199 at 6%; with 100% employer match about $56,474 at 4% or $37,650 at 6%. |
| 2022 | 1 | 131 | $560,070 | $384,793 | $2,937iApproximate average salary by contribution assumption: employee only about $73,434 at 4% or $48,956 at 6%; with 50% employer match about $48,956 at 4% or $32,637 at 6%; with 100% employer match about $36,717 at 4% or $24,478 at 6%. |
| Spoke & Weal 401(K) Plan | - | 131 | $560,070 | $384,793 | $2,937iApproximate average salary by contribution assumption: employee only about $73,434 at 4% or $48,956 at 6%; with 50% employer match about $48,956 at 4% or $32,637 at 6%; with 100% employer match about $36,717 at 4% or $24,478 at 6%. |
| 2021 | 1 | 88 | $268,640 | $205,191 | $2,332iApproximate average salary by contribution assumption: employee only about $58,293 at 4% or $38,862 at 6%; with 50% employer match about $38,862 at 4% or $25,908 at 6%; with 100% employer match about $29,146 at 4% or $19,431 at 6%. |
| Spoke & Weal 401(K) Plan | - | 88 | $268,640 | $205,191 | $2,332iApproximate average salary by contribution assumption: employee only about $58,293 at 4% or $38,862 at 6%; with 50% employer match about $38,862 at 4% or $25,908 at 6%; with 100% employer match about $29,146 at 4% or $19,431 at 6%. |
| 2020 | 1 | 87 | $46,328 | $44,326 | $509iApproximate average salary by contribution assumption: employee only about $12,737 at 4% or $8,492 at 6%; with 50% employer match about $8,492 at 4% or $5,661 at 6%; with 100% employer match about $6,369 at 4% or $4,246 at 6%. |
| Spoke & Weal 401(K) Plan | - | 87 | $46,328 | $44,326 | $509iApproximate average salary by contribution assumption: employee only about $12,737 at 4% or $8,492 at 6%; with 50% employer match about $8,492 at 4% or $5,661 at 6%; with 100% employer match about $6,369 at 4% or $4,246 at 6%. |