Affiliated Wealth Partners
Plan context: Affiliated Wealth Partners Holdings LLC Retirement Plan
EIN 47-4536791 • 4 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
170
2017 Assets
$25,141,495
2017 Contributions
$1,191,343
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 | 2 | 0 | $0 | $1,191,343 | - |
| Affiliated Wealth Partners Holdings LLC. Health and Welfare Plan | - | 0 | - | - | - |
| Affiliated Wealth Partners Holdings LLC Retirement Plan | - | 0 | - | $1,191,343 | - |
| 2016 | 2 | 170 | $25,141,495 | $3,306,242 | $19,448iApproximate average salary by contribution assumption: employee only about $486,212 at 4% or $324,141 at 6%; with 50% employer match about $324,141 at 4% or $216,094 at 6%; with 100% employer match about $243,106 at 4% or $162,071 at 6%. |
| Affiliated Wealth Partners Holdings LLC Retirement Plan | - | 170 | $25,141,495 | $3,306,242 | $19,448iApproximate average salary by contribution assumption: employee only about $486,212 at 4% or $324,141 at 6%; with 50% employer match about $324,141 at 4% or $216,094 at 6%; with 100% employer match about $243,106 at 4% or $162,071 at 6%. |
| Affiliated Wealth Partners Holdings LLC. Health and Welfare Plan | - | 134 | - | - | - |