CENTER FOR WEALTH MANAGEMENT, LLC
Plan context: CENTER FOR WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN
EIN 46-5338626 • Amelia, OH • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,057,307
2025 Contributions
$155,592
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $2,057,307 | $155,592 | $38,898iApproximate average salary by contribution assumption: employee only about $972,450 at 4% or $648,300 at 6%; with 50% employer match about $648,300 at 4% or $432,200 at 6%; with 100% employer match about $486,225 at 4% or $324,150 at 6%. |
| CENTER FOR WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN | - | 4 | $2,057,307 | $155,592 | $38,898iApproximate average salary by contribution assumption: employee only about $972,450 at 4% or $648,300 at 6%; with 50% employer match about $648,300 at 4% or $432,200 at 6%; with 100% employer match about $486,225 at 4% or $324,150 at 6%. |
| 2024 | 1 | 4 | $1,626,230 | $126,212 | $31,553iApproximate average salary by contribution assumption: employee only about $788,825 at 4% or $525,883 at 6%; with 50% employer match about $525,883 at 4% or $350,589 at 6%; with 100% employer match about $394,413 at 4% or $262,942 at 6%. |
| CENTER FOR WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN | - | 4 | $1,626,230 | $126,212 | $31,553iApproximate average salary by contribution assumption: employee only about $788,825 at 4% or $525,883 at 6%; with 50% employer match about $525,883 at 4% or $350,589 at 6%; with 100% employer match about $394,413 at 4% or $262,942 at 6%. |
| 2023 | 1 | 4 | $1,226,762 | $109,538 | $27,385iApproximate average salary by contribution assumption: employee only about $684,613 at 4% or $456,408 at 6%; with 50% employer match about $456,408 at 4% or $304,272 at 6%; with 100% employer match about $342,306 at 4% or $228,204 at 6%. |
| CENTER FOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $1,226,762 | $109,538 | $27,385iApproximate average salary by contribution assumption: employee only about $684,613 at 4% or $456,408 at 6%; with 50% employer match about $456,408 at 4% or $304,272 at 6%; with 100% employer match about $342,306 at 4% or $228,204 at 6%. |
| 2022 | 1 | 5 | $1,200,289 | $105,128 | $21,026iApproximate average salary by contribution assumption: employee only about $525,640 at 4% or $350,427 at 6%; with 50% employer match about $350,427 at 4% or $233,618 at 6%; with 100% employer match about $262,820 at 4% or $175,213 at 6%. |
| CENTER FOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 5 | $1,200,289 | $105,128 | $21,026iApproximate average salary by contribution assumption: employee only about $525,640 at 4% or $350,427 at 6%; with 50% employer match about $350,427 at 4% or $233,618 at 6%; with 100% employer match about $262,820 at 4% or $175,213 at 6%. |
| 2021 | 1 | 4 | $1,244,162 | $99,527 | $24,882iApproximate average salary by contribution assumption: employee only about $622,044 at 4% or $414,696 at 6%; with 50% employer match about $414,696 at 4% or $276,464 at 6%; with 100% employer match about $311,022 at 4% or $207,348 at 6%. |
| CENTER FOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $1,244,162 | $99,527 | $24,882iApproximate average salary by contribution assumption: employee only about $622,044 at 4% or $414,696 at 6%; with 50% employer match about $414,696 at 4% or $276,464 at 6%; with 100% employer match about $311,022 at 4% or $207,348 at 6%. |
| 2020 | 1 | 3 | $907,580 | $59,975 | $19,992iApproximate average salary by contribution assumption: employee only about $499,792 at 4% or $333,194 at 6%; with 50% employer match about $333,194 at 4% or $222,130 at 6%; with 100% employer match about $249,896 at 4% or $166,597 at 6%. |
| CENTER FOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $907,580 | $59,975 | $19,992iApproximate average salary by contribution assumption: employee only about $499,792 at 4% or $333,194 at 6%; with 50% employer match about $333,194 at 4% or $222,130 at 6%; with 100% employer match about $249,896 at 4% or $166,597 at 6%. |