Civic Intelligence

U.S. Wealth Management New Haven LLC

Plan context: U.S. Wealth Management New Haven LLC 401(K) Plan

EIN 46-4240519 • North Haven, CT • 13 filings • 2 plans

5 Saint John StreetNorth Haven, CT 06473
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,522,217

2025 Contributions

$77,054

Historical Graphs

Total Assets Over Time

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

$2,522,217$1,261,109$0201320192025YearValue
$2,522,217Latest year 2025

Participants Over Time

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

530201320192025YearValue
4Latest year 2025

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
202514$2,522,217$77,054$19,264iApproximate average salary by contribution assumption: employee only about $481,588 at 4% or $321,058 at 6%; with 50% employer match about $321,058 at 4% or $214,039 at 6%; with 100% employer match about $240,794 at 4% or $160,529 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-4$2,522,217$77,054$19,264iApproximate average salary by contribution assumption: employee only about $481,588 at 4% or $321,058 at 6%; with 50% employer match about $321,058 at 4% or $214,039 at 6%; with 100% employer match about $240,794 at 4% or $160,529 at 6%.
202414$2,114,483$78,637$19,659iApproximate average salary by contribution assumption: employee only about $491,481 at 4% or $327,654 at 6%; with 50% employer match about $327,654 at 4% or $218,436 at 6%; with 100% employer match about $245,741 at 4% or $163,827 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-4$2,114,483$78,637$19,659iApproximate average salary by contribution assumption: employee only about $491,481 at 4% or $327,654 at 6%; with 50% employer match about $327,654 at 4% or $218,436 at 6%; with 100% employer match about $245,741 at 4% or $163,827 at 6%.
202314$1,767,106$86,902$21,726iApproximate average salary by contribution assumption: employee only about $543,138 at 4% or $362,092 at 6%; with 50% employer match about $362,092 at 4% or $241,394 at 6%; with 100% employer match about $271,569 at 4% or $181,046 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-4$1,767,106$86,902$21,726iApproximate average salary by contribution assumption: employee only about $543,138 at 4% or $362,092 at 6%; with 50% employer match about $362,092 at 4% or $241,394 at 6%; with 100% employer match about $271,569 at 4% or $181,046 at 6%.
202213$1,403,146$110,309$36,770iApproximate average salary by contribution assumption: employee only about $919,242 at 4% or $612,828 at 6%; with 50% employer match about $612,828 at 4% or $408,552 at 6%; with 100% employer match about $459,621 at 4% or $306,414 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-3$1,403,146$110,309$36,770iApproximate average salary by contribution assumption: employee only about $919,242 at 4% or $612,828 at 6%; with 50% employer match about $612,828 at 4% or $408,552 at 6%; with 100% employer match about $459,621 at 4% or $306,414 at 6%.
202113$1,585,012$109,579$36,526iApproximate average salary by contribution assumption: employee only about $913,158 at 4% or $608,772 at 6%; with 50% employer match about $608,772 at 4% or $405,848 at 6%; with 100% employer match about $456,579 at 4% or $304,386 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-3$1,585,012$109,579$36,526iApproximate average salary by contribution assumption: employee only about $913,158 at 4% or $608,772 at 6%; with 50% employer match about $608,772 at 4% or $405,848 at 6%; with 100% employer match about $456,579 at 4% or $304,386 at 6%.
202013$1,293,800$82,597$27,532iApproximate average salary by contribution assumption: employee only about $688,308 at 4% or $458,872 at 6%; with 50% employer match about $458,872 at 4% or $305,915 at 6%; with 100% employer match about $344,154 at 4% or $229,436 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-3$1,293,800$82,597$27,532iApproximate average salary by contribution assumption: employee only about $688,308 at 4% or $458,872 at 6%; with 50% employer match about $458,872 at 4% or $305,915 at 6%; with 100% employer match about $344,154 at 4% or $229,436 at 6%.
201913$1,002,269$81,511$27,170iApproximate average salary by contribution assumption: employee only about $679,258 at 4% or $452,839 at 6%; with 50% employer match about $452,839 at 4% or $301,893 at 6%; with 100% employer match about $339,629 at 4% or $226,419 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-3$1,002,269$81,511$27,170iApproximate average salary by contribution assumption: employee only about $679,258 at 4% or $452,839 at 6%; with 50% employer match about $452,839 at 4% or $301,893 at 6%; with 100% employer match about $339,629 at 4% or $226,419 at 6%.
201813$747,154$84,661$28,220iApproximate average salary by contribution assumption: employee only about $705,508 at 4% or $470,339 at 6%; with 50% employer match about $470,339 at 4% or $313,559 at 6%; with 100% employer match about $352,754 at 4% or $235,169 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-3$747,154$84,661$28,220iApproximate average salary by contribution assumption: employee only about $705,508 at 4% or $470,339 at 6%; with 50% employer match about $470,339 at 4% or $313,559 at 6%; with 100% employer match about $352,754 at 4% or $235,169 at 6%.
201713$736,045$79,774$26,591iApproximate average salary by contribution assumption: employee only about $664,783 at 4% or $443,189 at 6%; with 50% employer match about $443,189 at 4% or $295,459 at 6%; with 100% employer match about $332,392 at 4% or $221,594 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-3$736,045$79,774$26,591iApproximate average salary by contribution assumption: employee only about $664,783 at 4% or $443,189 at 6%; with 50% employer match about $443,189 at 4% or $295,459 at 6%; with 100% employer match about $332,392 at 4% or $221,594 at 6%.
201615$752,603$79,612$15,922iApproximate average salary by contribution assumption: employee only about $398,060 at 4% or $265,373 at 6%; with 50% employer match about $265,373 at 4% or $176,916 at 6%; with 100% employer match about $199,030 at 4% or $132,687 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-5$752,603$79,612$15,922iApproximate average salary by contribution assumption: employee only about $398,060 at 4% or $265,373 at 6%; with 50% employer match about $265,373 at 4% or $176,916 at 6%; with 100% employer match about $199,030 at 4% or $132,687 at 6%.
201515$624,342$121,941$24,388iApproximate average salary by contribution assumption: employee only about $609,705 at 4% or $406,470 at 6%; with 50% employer match about $406,470 at 4% or $270,980 at 6%; with 100% employer match about $304,853 at 4% or $203,235 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-5$624,342$121,941$24,388iApproximate average salary by contribution assumption: employee only about $609,705 at 4% or $406,470 at 6%; with 50% employer match about $406,470 at 4% or $270,980 at 6%; with 100% employer match about $304,853 at 4% or $203,235 at 6%.
201414$515,371$86,893$21,723iApproximate average salary by contribution assumption: employee only about $543,081 at 4% or $362,054 at 6%; with 50% employer match about $362,054 at 4% or $241,369 at 6%; with 100% employer match about $271,541 at 4% or $181,027 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-4$515,371$86,893$21,723iApproximate average salary by contribution assumption: employee only about $543,081 at 4% or $362,054 at 6%; with 50% employer match about $362,054 at 4% or $241,369 at 6%; with 100% employer match about $271,541 at 4% or $181,027 at 6%.
201314$412,224$84,358$21,090iApproximate average salary by contribution assumption: employee only about $527,238 at 4% or $351,492 at 6%; with 50% employer match about $351,492 at 4% or $234,328 at 6%; with 100% employer match about $263,619 at 4% or $175,746 at 6%.
U.S. Wealth Management New Haven LLC 401(K) Plan-4$412,224$84,358$21,090iApproximate average salary by contribution assumption: employee only about $527,238 at 4% or $351,492 at 6%; with 50% employer match about $351,492 at 4% or $234,328 at 6%; with 100% employer match about $263,619 at 4% or $175,746 at 6%.