Civic Intelligence

Kc Holdings DBA Iwealth

Plan context: Iwealth 401(K) Plan

EIN 52-2389731 • Waseca, MN • 9 filings • 1 plans

213 15th Avenue North EastWaseca, MN 56093
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$996,934

2023 Contributions

$135,708

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$996,934$498,467$0201520192023YearValue
$996,934Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050201520192023YearValue
10Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023110$996,934$135,708$13,571iApproximate average salary by contribution assumption: employee only about $339,270 at 4% or $226,180 at 6%; with 50% employer match about $226,180 at 4% or $150,787 at 6%; with 100% employer match about $169,635 at 4% or $113,090 at 6%.
Iwealth 401(K) Plan-10$996,934$135,708$13,571iApproximate average salary by contribution assumption: employee only about $339,270 at 4% or $226,180 at 6%; with 50% employer match about $226,180 at 4% or $150,787 at 6%; with 100% employer match about $169,635 at 4% or $113,090 at 6%.
2022110$701,138$100,984$10,098iApproximate average salary by contribution assumption: employee only about $252,460 at 4% or $168,307 at 6%; with 50% employer match about $168,307 at 4% or $112,204 at 6%; with 100% employer match about $126,230 at 4% or $84,153 at 6%.
Iwealth 401(K) Plan-10$701,138$100,984$10,098iApproximate average salary by contribution assumption: employee only about $252,460 at 4% or $168,307 at 6%; with 50% employer match about $168,307 at 4% or $112,204 at 6%; with 100% employer match about $126,230 at 4% or $84,153 at 6%.
2021110$754,527$87,225$8,723iApproximate average salary by contribution assumption: employee only about $218,063 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,917 at 6%; with 100% employer match about $109,031 at 4% or $72,688 at 6%.
Iwealth 401(K) Plan-10$754,527$87,225$8,723iApproximate average salary by contribution assumption: employee only about $218,063 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,917 at 6%; with 100% employer match about $109,031 at 4% or $72,688 at 6%.
202018$554,716$75,085$9,386iApproximate average salary by contribution assumption: employee only about $234,641 at 4% or $156,427 at 6%; with 50% employer match about $156,427 at 4% or $104,285 at 6%; with 100% employer match about $117,320 at 4% or $78,214 at 6%.
Iwealth 401(K) Plan-8$554,716$75,085$9,386iApproximate average salary by contribution assumption: employee only about $234,641 at 4% or $156,427 at 6%; with 50% employer match about $156,427 at 4% or $104,285 at 6%; with 100% employer match about $117,320 at 4% or $78,214 at 6%.
201918$398,723$75,097$9,387iApproximate average salary by contribution assumption: employee only about $234,678 at 4% or $156,452 at 6%; with 50% employer match about $156,452 at 4% or $104,301 at 6%; with 100% employer match about $117,339 at 4% or $78,226 at 6%.
Iwealth 401(K) Plan-8$398,723$75,097$9,387iApproximate average salary by contribution assumption: employee only about $234,678 at 4% or $156,452 at 6%; with 50% employer match about $156,452 at 4% or $104,301 at 6%; with 100% employer match about $117,339 at 4% or $78,226 at 6%.
201818$284,469$73,959$9,245iApproximate average salary by contribution assumption: employee only about $231,122 at 4% or $154,081 at 6%; with 50% employer match about $154,081 at 4% or $102,721 at 6%; with 100% employer match about $115,561 at 4% or $77,041 at 6%.
Iwealth 401(K) Plan-8$284,469$73,959$9,245iApproximate average salary by contribution assumption: employee only about $231,122 at 4% or $154,081 at 6%; with 50% employer match about $154,081 at 4% or $102,721 at 6%; with 100% employer match about $115,561 at 4% or $77,041 at 6%.
201716$259,648$48,107$8,018iApproximate average salary by contribution assumption: employee only about $200,446 at 4% or $133,631 at 6%; with 50% employer match about $133,631 at 4% or $89,087 at 6%; with 100% employer match about $100,223 at 4% or $66,815 at 6%.
Iwealth 401(K) Plan-6$259,648$48,107$8,018iApproximate average salary by contribution assumption: employee only about $200,446 at 4% or $133,631 at 6%; with 50% employer match about $133,631 at 4% or $89,087 at 6%; with 100% employer match about $100,223 at 4% or $66,815 at 6%.
201616$179,602$46,846$7,808iApproximate average salary by contribution assumption: employee only about $195,192 at 4% or $130,128 at 6%; with 50% employer match about $130,128 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%.
Iwealth 401(K) Plan-6$179,602$46,846$7,808iApproximate average salary by contribution assumption: employee only about $195,192 at 4% or $130,128 at 6%; with 50% employer match about $130,128 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%.
201516$123,819$129,946$21,658iApproximate average salary by contribution assumption: employee only about $541,442 at 4% or $360,961 at 6%; with 50% employer match about $360,961 at 4% or $240,641 at 6%; with 100% employer match about $270,721 at 4% or $180,481 at 6%.
Iwealth 401(K) Plan-6$123,819$129,946$21,658iApproximate average salary by contribution assumption: employee only about $541,442 at 4% or $360,961 at 6%; with 50% employer match about $360,961 at 4% or $240,641 at 6%; with 100% employer match about $270,721 at 4% or $180,481 at 6%.