Gupta Wealth Management LLC
Plan context: Gupta Wealth Management 401(K) Plan
EIN 46-3811000 • San Diego, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$3,468
2016 Contributions
$69,231
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 4 | $3,468 | $69,231 | $17,308iApproximate average salary by contribution assumption: employee only about $432,694 at 4% or $288,463 at 6%; with 50% employer match about $288,463 at 4% or $192,308 at 6%; with 100% employer match about $216,347 at 4% or $144,231 at 6%. |
| Gupta Wealth Management 401(K) Plan | - | 4 | $3,468 | $69,231 | $17,308iApproximate average salary by contribution assumption: employee only about $432,694 at 4% or $288,463 at 6%; with 50% employer match about $288,463 at 4% or $192,308 at 6%; with 100% employer match about $216,347 at 4% or $144,231 at 6%. |
| 2015 | 1 | 19 | $176,889 | $158,515 | $8,343iApproximate average salary by contribution assumption: employee only about $208,572 at 4% or $139,048 at 6%; with 50% employer match about $139,048 at 4% or $92,699 at 6%; with 100% employer match about $104,286 at 4% or $69,524 at 6%. |
| Gupta Wealth Management 401(K) Plan | - | 19 | $176,889 | $158,515 | $8,343iApproximate average salary by contribution assumption: employee only about $208,572 at 4% or $139,048 at 6%; with 50% employer match about $139,048 at 4% or $92,699 at 6%; with 100% employer match about $104,286 at 4% or $69,524 at 6%. |
| 2014 | 1 | 9 | $27,050 | $26,787 | $2,976iApproximate average salary by contribution assumption: employee only about $74,408 at 4% or $49,606 at 6%; with 50% employer match about $49,606 at 4% or $33,070 at 6%; with 100% employer match about $37,204 at 4% or $24,803 at 6%. |
| Gupta Wealth Management 401(K) Plan | - | 9 | $27,050 | $26,787 | $2,976iApproximate average salary by contribution assumption: employee only about $74,408 at 4% or $49,606 at 6%; with 50% employer match about $49,606 at 4% or $33,070 at 6%; with 100% employer match about $37,204 at 4% or $24,803 at 6%. |