Wealthplan Partners
Plan context: Wealthplan Partners 401(K) Plan
EIN 47-1847051 • Bayonne, NJ • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,629,906
2025 Contributions
$515,545
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 | 3 | $2,629,906 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $2,629,906 | $0 | - |
| 2024 | 1 | 3 | $2,379,050 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $2,379,050 | $0 | - |
| 2023 | 1 | 3 | $1,855,702 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $1,855,702 | $0 | - |
| 2022 | 1 | 3 | $1,295,525 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $1,295,525 | $0 | - |
| 2021 | 1 | 3 | $1,750,171 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $1,750,171 | $0 | - |
| 2020 | 1 | 3 | $1,363,211 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $1,363,211 | - | - |
| 2019 | 1 | 3 | $864,306 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 3 | $864,306 | - | - |
| 2018 | 1 | 4 | $548,624 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 4 | $548,624 | - | - |
| 2017 | 1 | 4 | $596,713 | $515,545 | $128,886iApproximate average salary by contribution assumption: employee only about $3,222,156 at 4% or $2,148,104 at 6%; with 50% employer match about $2,148,104 at 4% or $1,432,069 at 6%; with 100% employer match about $1,611,078 at 4% or $1,074,052 at 6%. |
| Wealthplan Partners 401(K) Plan | - | 4 | $596,713 | $515,545 | $128,886iApproximate average salary by contribution assumption: employee only about $3,222,156 at 4% or $2,148,104 at 6%; with 50% employer match about $2,148,104 at 4% or $1,432,069 at 6%; with 100% employer match about $1,611,078 at 4% or $1,074,052 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| Wealthplan Partners 401(K) Plan | - | 0 | $0 | $0 | - |