INTEGRITY CAPITAL WEALTH MANAGEMENT LLC
Plan context: Integrity Capital Wealth Management 401(K) Plan
EIN 56-2488246 • Rogers, AR • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$206,159
2025 Contributions
$47,310
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 | 10 | $206,159 | $47,310 | $4,731iApproximate average salary by contribution assumption: employee only about $118,275 at 4% or $78,850 at 6%; with 50% employer match about $78,850 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 10 | $206,159 | $47,310 | $4,731iApproximate average salary by contribution assumption: employee only about $118,275 at 4% or $78,850 at 6%; with 50% employer match about $78,850 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%. |
| 2024 | 1 | 7 | $134,621 | $40,084 | $5,726iApproximate average salary by contribution assumption: employee only about $143,157 at 4% or $95,438 at 6%; with 50% employer match about $95,438 at 4% or $63,625 at 6%; with 100% employer match about $71,579 at 4% or $47,719 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 7 | $134,621 | $40,084 | $5,726iApproximate average salary by contribution assumption: employee only about $143,157 at 4% or $95,438 at 6%; with 50% employer match about $95,438 at 4% or $63,625 at 6%; with 100% employer match about $71,579 at 4% or $47,719 at 6%. |
| 2023 | 1 | 5 | $89,006 | $42,094 | $8,419iApproximate average salary by contribution assumption: employee only about $210,470 at 4% or $140,313 at 6%; with 50% employer match about $140,313 at 4% or $93,542 at 6%; with 100% employer match about $105,235 at 4% or $70,157 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 5 | $89,006 | $42,094 | $8,419iApproximate average salary by contribution assumption: employee only about $210,470 at 4% or $140,313 at 6%; with 50% employer match about $140,313 at 4% or $93,542 at 6%; with 100% employer match about $105,235 at 4% or $70,157 at 6%. |
| 2022 | 1 | 4 | $39,193 | $40,962 | $10,241iApproximate average salary by contribution assumption: employee only about $256,013 at 4% or $170,675 at 6%; with 50% employer match about $170,675 at 4% or $113,783 at 6%; with 100% employer match about $128,006 at 4% or $85,338 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 4 | $39,193 | $40,962 | $10,241iApproximate average salary by contribution assumption: employee only about $256,013 at 4% or $170,675 at 6%; with 50% employer match about $170,675 at 4% or $113,783 at 6%; with 100% employer match about $128,006 at 4% or $85,338 at 6%. |
| 2009 | 1 | 0 | $0 | $2,750 | - |
| Integrity Capital Wealth Management 401(K) Plan | - | - | - | $2,750 | - |
| 2008 | 1 | 2 | $57,737 | $29,191 | $14,596iApproximate average salary by contribution assumption: employee only about $364,888 at 4% or $243,258 at 6%; with 50% employer match about $243,258 at 4% or $162,172 at 6%; with 100% employer match about $182,444 at 4% or $121,629 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 2 | $57,737 | $29,191 | $14,596iApproximate average salary by contribution assumption: employee only about $364,888 at 4% or $243,258 at 6%; with 50% employer match about $243,258 at 4% or $162,172 at 6%; with 100% employer match about $182,444 at 4% or $121,629 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Integrity Capital Wealth Management 401(K) Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $33,051 | $18,743 | $9,372iApproximate average salary by contribution assumption: employee only about $234,288 at 4% or $156,192 at 6%; with 50% employer match about $156,192 at 4% or $104,128 at 6%; with 100% employer match about $117,144 at 4% or $78,096 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 2 | $33,051 | $18,743 | $9,372iApproximate average salary by contribution assumption: employee only about $234,288 at 4% or $156,192 at 6%; with 50% employer match about $156,192 at 4% or $104,128 at 6%; with 100% employer match about $117,144 at 4% or $78,096 at 6%. |
| 2005 | 1 | 2 | $12,459 | $12,500 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Integrity Capital Wealth Management 401(K) Plan | - | 2 | $12,459 | $12,500 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |