RAYMOND WEALTH MANAGEMENT LLC
Plan context: RAYMOND WEALTH MANAGEMENT LLC 401K PLAN
EIN 47-4834358 • Southington, CT • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$370,559
2025 Contributions
$43,020
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 | 2 | $370,559 | $43,020 | $21,510iApproximate average salary by contribution assumption: employee only about $537,750 at 4% or $358,500 at 6%; with 50% employer match about $358,500 at 4% or $239,000 at 6%; with 100% employer match about $268,875 at 4% or $179,250 at 6%. |
| RAYMOND WEALTH MANAGEMENT LLC 401K PLAN | - | 2 | $370,559 | $43,020 | $21,510iApproximate average salary by contribution assumption: employee only about $537,750 at 4% or $358,500 at 6%; with 50% employer match about $358,500 at 4% or $239,000 at 6%; with 100% employer match about $268,875 at 4% or $179,250 at 6%. |
| 2024 | 1 | 2 | $274,436 | $49,389 | $24,695iApproximate average salary by contribution assumption: employee only about $617,363 at 4% or $411,575 at 6%; with 50% employer match about $411,575 at 4% or $274,383 at 6%; with 100% employer match about $308,681 at 4% or $205,788 at 6%. |
| RAYMOND WEALTH MANAGEMENT LLC 401K PLAN | - | 2 | $274,436 | $49,389 | $24,695iApproximate average salary by contribution assumption: employee only about $617,363 at 4% or $411,575 at 6%; with 50% employer match about $411,575 at 4% or $274,383 at 6%; with 100% employer match about $308,681 at 4% or $205,788 at 6%. |
| 2023 | 1 | 3 | $173,764 | $44,921 | $14,974iApproximate average salary by contribution assumption: employee only about $374,342 at 4% or $249,561 at 6%; with 50% employer match about $249,561 at 4% or $166,374 at 6%; with 100% employer match about $187,171 at 4% or $124,781 at 6%. |
| RAYMOND WEALTH MANAGEMENT LLC 401K PLAN | - | 3 | $173,764 | $44,921 | $14,974iApproximate average salary by contribution assumption: employee only about $374,342 at 4% or $249,561 at 6%; with 50% employer match about $249,561 at 4% or $166,374 at 6%; with 100% employer match about $187,171 at 4% or $124,781 at 6%. |
| 2022 | 1 | 3 | $91,487 | $20,708 | $6,903iApproximate average salary by contribution assumption: employee only about $172,567 at 4% or $115,044 at 6%; with 50% employer match about $115,044 at 4% or $76,696 at 6%; with 100% employer match about $86,283 at 4% or $57,522 at 6%. |
| RAYMOND WEALTH MANAGEMENT LLC 401K PLAN | - | 3 | $91,487 | $20,708 | $6,903iApproximate average salary by contribution assumption: employee only about $172,567 at 4% or $115,044 at 6%; with 50% employer match about $115,044 at 4% or $76,696 at 6%; with 100% employer match about $86,283 at 4% or $57,522 at 6%. |
| 2021 | 1 | 3 | $71,869 | $35,703 | $11,901iApproximate average salary by contribution assumption: employee only about $297,525 at 4% or $198,350 at 6%; with 50% employer match about $198,350 at 4% or $132,233 at 6%; with 100% employer match about $148,763 at 4% or $99,175 at 6%. |
| RAYMOND WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $71,869 | $35,703 | $11,901iApproximate average salary by contribution assumption: employee only about $297,525 at 4% or $198,350 at 6%; with 50% employer match about $198,350 at 4% or $132,233 at 6%; with 100% employer match about $148,763 at 4% or $99,175 at 6%. |
| 2020 | 1 | 2 | $24,374 | $22,317 | $11,159iApproximate average salary by contribution assumption: employee only about $278,963 at 4% or $185,975 at 6%; with 50% employer match about $185,975 at 4% or $123,983 at 6%; with 100% employer match about $139,481 at 4% or $92,988 at 6%. |
| RAYMOND WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $24,374 | $22,317 | $11,159iApproximate average salary by contribution assumption: employee only about $278,963 at 4% or $185,975 at 6%; with 50% employer match about $185,975 at 4% or $123,983 at 6%; with 100% employer match about $139,481 at 4% or $92,988 at 6%. |