Civic Intelligence

Form Wealth LLC

Plan context: Form Wealth LLC 401(K) P/S Plan

EIN 46-4453825 • Lake Geneva, WI • 12 filings • 1 plans

431 Geneva National Ave SLake Geneva, WI 53147
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$3,112,249

2025 Contributions

$302,151

Historical Graphs

Total Assets Over Time

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

$3,112,249$1,556,125$0201420202025YearValue
$3,112,249Latest year 2025

Participants Over Time

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

22110201420202025YearValue
20Latest 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
2025120$3,112,249$302,151$15,108iApproximate average salary by contribution assumption: employee only about $377,689 at 4% or $251,793 at 6%; with 50% employer match about $251,793 at 4% or $167,862 at 6%; with 100% employer match about $188,844 at 4% or $125,896 at 6%.
Form Wealth LLC 401(K) P/S Plan-20$3,112,249$302,151$15,108iApproximate average salary by contribution assumption: employee only about $377,689 at 4% or $251,793 at 6%; with 50% employer match about $251,793 at 4% or $167,862 at 6%; with 100% employer match about $188,844 at 4% or $125,896 at 6%.
2024121$2,364,695$346,532$16,502iApproximate average salary by contribution assumption: employee only about $412,538 at 4% or $275,025 at 6%; with 50% employer match about $275,025 at 4% or $183,350 at 6%; with 100% employer match about $206,269 at 4% or $137,513 at 6%.
Form Wealth LLC 401(K) P/S Plan-21$2,364,695$346,532$16,502iApproximate average salary by contribution assumption: employee only about $412,538 at 4% or $275,025 at 6%; with 50% employer match about $275,025 at 4% or $183,350 at 6%; with 100% employer match about $206,269 at 4% or $137,513 at 6%.
2023120$1,756,307$347,332$17,367iApproximate average salary by contribution assumption: employee only about $434,165 at 4% or $289,443 at 6%; with 50% employer match about $289,443 at 4% or $192,962 at 6%; with 100% employer match about $217,082 at 4% or $144,722 at 6%.
Form Wealth LLC 401(K) P/S Plan-20$1,756,307$347,332$17,367iApproximate average salary by contribution assumption: employee only about $434,165 at 4% or $289,443 at 6%; with 50% employer match about $289,443 at 4% or $192,962 at 6%; with 100% employer match about $217,082 at 4% or $144,722 at 6%.
2022122$1,278,489$326,985$14,863iApproximate average salary by contribution assumption: employee only about $371,574 at 4% or $247,716 at 6%; with 50% employer match about $247,716 at 4% or $165,144 at 6%; with 100% employer match about $185,787 at 4% or $123,858 at 6%.
Form Wealth LLC 401(K) P/S Plan-22$1,278,489$326,985$14,863iApproximate average salary by contribution assumption: employee only about $371,574 at 4% or $247,716 at 6%; with 50% employer match about $247,716 at 4% or $165,144 at 6%; with 100% employer match about $185,787 at 4% or $123,858 at 6%.
2021120$1,228,175$292,612$14,631iApproximate average salary by contribution assumption: employee only about $365,765 at 4% or $243,843 at 6%; with 50% employer match about $243,843 at 4% or $162,562 at 6%; with 100% employer match about $182,883 at 4% or $121,922 at 6%.
Form Wealth LLC 401(K) P/S Plan-20$1,228,175$292,612$14,631iApproximate average salary by contribution assumption: employee only about $365,765 at 4% or $243,843 at 6%; with 50% employer match about $243,843 at 4% or $162,562 at 6%; with 100% employer match about $182,883 at 4% or $121,922 at 6%.
2020117$874,066$218,886$12,876iApproximate average salary by contribution assumption: employee only about $321,891 at 4% or $214,594 at 6%; with 50% employer match about $214,594 at 4% or $143,063 at 6%; with 100% employer match about $160,946 at 4% or $107,297 at 6%.
Form Wealth LLC 401(K) P/S Plan-17$874,066$218,886$12,876iApproximate average salary by contribution assumption: employee only about $321,891 at 4% or $214,594 at 6%; with 50% employer match about $214,594 at 4% or $143,063 at 6%; with 100% employer match about $160,946 at 4% or $107,297 at 6%.
2019112$714,174$129,379$10,782iApproximate average salary by contribution assumption: employee only about $269,540 at 4% or $179,693 at 6%; with 50% employer match about $179,693 at 4% or $119,795 at 6%; with 100% employer match about $134,770 at 4% or $89,847 at 6%.
Form Wealth LLC 401(K) P/S Plan-12$714,174$129,379$10,782iApproximate average salary by contribution assumption: employee only about $269,540 at 4% or $179,693 at 6%; with 50% employer match about $179,693 at 4% or $119,795 at 6%; with 100% employer match about $134,770 at 4% or $89,847 at 6%.
2018110$466,363$123,016$12,302iApproximate average salary by contribution assumption: employee only about $307,540 at 4% or $205,027 at 6%; with 50% employer match about $205,027 at 4% or $136,684 at 6%; with 100% employer match about $153,770 at 4% or $102,513 at 6%.
Form Wealth LLC 401(K) P/S Plan-10$466,363$123,016$12,302iApproximate average salary by contribution assumption: employee only about $307,540 at 4% or $205,027 at 6%; with 50% employer match about $205,027 at 4% or $136,684 at 6%; with 100% employer match about $153,770 at 4% or $102,513 at 6%.
201717$386,284$100,451$14,350iApproximate average salary by contribution assumption: employee only about $358,754 at 4% or $239,169 at 6%; with 50% employer match about $239,169 at 4% or $159,446 at 6%; with 100% employer match about $179,377 at 4% or $119,585 at 6%.
Form Wealth LLC 401(K) P/S Plan-7$386,284$100,451$14,350iApproximate average salary by contribution assumption: employee only about $358,754 at 4% or $239,169 at 6%; with 50% employer match about $239,169 at 4% or $159,446 at 6%; with 100% employer match about $179,377 at 4% or $119,585 at 6%.
201616$231,343$86,641$14,440iApproximate average salary by contribution assumption: employee only about $361,004 at 4% or $240,669 at 6%; with 50% employer match about $240,669 at 4% or $160,446 at 6%; with 100% employer match about $180,502 at 4% or $120,335 at 6%.
Form Wealth LLC 401(K) P/S Plan-6$231,343$86,641$14,440iApproximate average salary by contribution assumption: employee only about $361,004 at 4% or $240,669 at 6%; with 50% employer match about $240,669 at 4% or $160,446 at 6%; with 100% employer match about $180,502 at 4% or $120,335 at 6%.
201515$120,343$83,727$16,745iApproximate average salary by contribution assumption: employee only about $418,635 at 4% or $279,090 at 6%; with 50% employer match about $279,090 at 4% or $186,060 at 6%; with 100% employer match about $209,318 at 4% or $139,545 at 6%.
Form Wealth LLC 401(K) P/S Plan-5$120,343$83,727$16,745iApproximate average salary by contribution assumption: employee only about $418,635 at 4% or $279,090 at 6%; with 50% employer match about $279,090 at 4% or $186,060 at 6%; with 100% employer match about $209,318 at 4% or $139,545 at 6%.
201416$45,821$45,706$7,618iApproximate average salary by contribution assumption: employee only about $190,442 at 4% or $126,961 at 6%; with 50% employer match about $126,961 at 4% or $84,641 at 6%; with 100% employer match about $95,221 at 4% or $63,481 at 6%.
Form Wealth LLC 401(K) P/S Plan-6$45,821$45,706$7,618iApproximate average salary by contribution assumption: employee only about $190,442 at 4% or $126,961 at 6%; with 50% employer match about $126,961 at 4% or $84,641 at 6%; with 100% employer match about $95,221 at 4% or $63,481 at 6%.