Delgado Wealth Management LLC
Plan context: Delgado Wealth Management LLC 401(K) Profit Sharing Plan
EIN 47-1538473 • Orlando, FL • 3 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$117,456
2017 Contributions
$0
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 1 | $117,456 | $0 | - |
| Delgado Wealth Management LLC 401(K) Profit Sharing Plan | - | 1 | $117,456 | - | - |
| 2016 | 1 | 1 | $106,002 | $0 | - |
| Delgado Wealth Management LLC 401(K) Profit Sharing Plan | - | 1 | $106,002 | - | - |
| 2015 | 1 | 1 | $98,215 | $0 | - |
| Delgado Wealth Management LLC 401(K) Profit Sharing Plan | - | 1 | $98,215 | - | - |