LONE TREE WEALTH MANAGEMENT
Plan context: LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
EIN 47-5363098 • Denver, CO • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$860,558
2025 Contributions
$168,728
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 | 7 | $860,558 | $168,728 | $24,104iApproximate average salary by contribution assumption: employee only about $602,600 at 4% or $401,733 at 6%; with 50% employer match about $401,733 at 4% or $267,822 at 6%; with 100% employer match about $301,300 at 4% or $200,867 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $860,558 | $168,728 | $24,104iApproximate average salary by contribution assumption: employee only about $602,600 at 4% or $401,733 at 6%; with 50% employer match about $401,733 at 4% or $267,822 at 6%; with 100% employer match about $301,300 at 4% or $200,867 at 6%. |
| 2024 | 1 | 5 | $585,560 | $86,741 | $17,348iApproximate average salary by contribution assumption: employee only about $433,705 at 4% or $289,137 at 6%; with 50% employer match about $289,137 at 4% or $192,758 at 6%; with 100% employer match about $216,853 at 4% or $144,568 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $585,560 | $86,741 | $17,348iApproximate average salary by contribution assumption: employee only about $433,705 at 4% or $289,137 at 6%; with 50% employer match about $289,137 at 4% or $192,758 at 6%; with 100% employer match about $216,853 at 4% or $144,568 at 6%. |
| 2023 | 1 | 6 | $457,571 | $77,188 | $12,865iApproximate average salary by contribution assumption: employee only about $321,617 at 4% or $214,411 at 6%; with 50% employer match about $214,411 at 4% or $142,941 at 6%; with 100% employer match about $160,808 at 4% or $107,206 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $457,571 | $77,188 | $12,865iApproximate average salary by contribution assumption: employee only about $321,617 at 4% or $214,411 at 6%; with 50% employer match about $214,411 at 4% or $142,941 at 6%; with 100% employer match about $160,808 at 4% or $107,206 at 6%. |
| 2022 | 1 | 3 | $326,730 | $63,061 | $21,020iApproximate average salary by contribution assumption: employee only about $525,508 at 4% or $350,339 at 6%; with 50% employer match about $350,339 at 4% or $233,559 at 6%; with 100% employer match about $262,754 at 4% or $175,169 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $326,730 | $63,061 | $21,020iApproximate average salary by contribution assumption: employee only about $525,508 at 4% or $350,339 at 6%; with 50% employer match about $350,339 at 4% or $233,559 at 6%; with 100% employer match about $262,754 at 4% or $175,169 at 6%. |
| 2021 | 1 | 2 | $334,914 | $54,728 | $27,364iApproximate average salary by contribution assumption: employee only about $684,100 at 4% or $456,067 at 6%; with 50% employer match about $456,067 at 4% or $304,044 at 6%; with 100% employer match about $342,050 at 4% or $228,033 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $334,914 | $54,728 | $27,364iApproximate average salary by contribution assumption: employee only about $684,100 at 4% or $456,067 at 6%; with 50% employer match about $456,067 at 4% or $304,044 at 6%; with 100% employer match about $342,050 at 4% or $228,033 at 6%. |
| 2020 | 1 | 2 | $255,073 | $65,195 | $32,598iApproximate average salary by contribution assumption: employee only about $814,938 at 4% or $543,292 at 6%; with 50% employer match about $543,292 at 4% or $362,194 at 6%; with 100% employer match about $407,469 at 4% or $271,646 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $255,073 | $65,195 | $32,598iApproximate average salary by contribution assumption: employee only about $814,938 at 4% or $543,292 at 6%; with 50% employer match about $543,292 at 4% or $362,194 at 6%; with 100% employer match about $407,469 at 4% or $271,646 at 6%. |
| 2019 | 1 | 2 | $151,461 | $61,415 | $30,708iApproximate average salary by contribution assumption: employee only about $767,688 at 4% or $511,792 at 6%; with 50% employer match about $511,792 at 4% or $341,194 at 6%; with 100% employer match about $383,844 at 4% or $255,896 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $151,461 | $61,415 | $30,708iApproximate average salary by contribution assumption: employee only about $767,688 at 4% or $511,792 at 6%; with 50% employer match about $511,792 at 4% or $341,194 at 6%; with 100% employer match about $383,844 at 4% or $255,896 at 6%. |
| 2018 | 1 | 2 | $73,454 | $53,000 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401 K PROFIT SHARING PLAN TRUST | - | 2 | $73,454 | $53,000 | $26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%. |
| 2017 | 1 | 2 | $24,631 | $24,507 | $12,254iApproximate average salary by contribution assumption: employee only about $306,338 at 4% or $204,225 at 6%; with 50% employer match about $204,225 at 4% or $136,150 at 6%; with 100% employer match about $153,169 at 4% or $102,113 at 6%. |
| LONE TREE WEALTH MANAGEMENT 401 K PROFIT SHARING PLAN TRUST | - | 2 | $24,631 | $24,507 | $12,254iApproximate average salary by contribution assumption: employee only about $306,338 at 4% or $204,225 at 6%; with 50% employer match about $204,225 at 4% or $136,150 at 6%; with 100% employer match about $153,169 at 4% or $102,113 at 6%. |