Pbj Wealth Management Inc.
Plan context: Pbj Wealth Management Inc. Employee Savings Plan and Trust
EIN 61-1573766 • Syracuse, NY • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$100,921
2025 Contributions
$57,890
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 | 5 | $100,921 | $57,890 | $11,578iApproximate average salary by contribution assumption: employee only about $289,450 at 4% or $192,967 at 6%; with 50% employer match about $192,967 at 4% or $128,644 at 6%; with 100% employer match about $144,725 at 4% or $96,483 at 6%. |
| Pbj Wealth Management Inc. Employee Savings Plan and Trust | - | 5 | $100,921 | $57,890 | $11,578iApproximate average salary by contribution assumption: employee only about $289,450 at 4% or $192,967 at 6%; with 50% employer match about $192,967 at 4% or $128,644 at 6%; with 100% employer match about $144,725 at 4% or $96,483 at 6%. |
| 2024 | 1 | 5 | $35,064 | $35,088 | $7,018iApproximate average salary by contribution assumption: employee only about $175,440 at 4% or $116,960 at 6%; with 50% employer match about $116,960 at 4% or $77,973 at 6%; with 100% employer match about $87,720 at 4% or $58,480 at 6%. |
| Pbj Wealth Management Inc. Employee Savings Plan and Trust | - | 5 | $35,064 | $35,088 | $7,018iApproximate average salary by contribution assumption: employee only about $175,440 at 4% or $116,960 at 6%; with 50% employer match about $116,960 at 4% or $77,973 at 6%; with 100% employer match about $87,720 at 4% or $58,480 at 6%. |
| 2010 | 1 | 2 | $59,904 | $59,904 | $29,952iApproximate average salary by contribution assumption: employee only about $748,800 at 4% or $499,200 at 6%; with 50% employer match about $499,200 at 4% or $332,800 at 6%; with 100% employer match about $374,400 at 4% or $249,600 at 6%. |
| Pbj Wealth Management Inc. Employee Savings Plan and Trust | - | 2 | $59,904 | $59,904 | $29,952iApproximate average salary by contribution assumption: employee only about $748,800 at 4% or $499,200 at 6%; with 50% employer match about $499,200 at 4% or $332,800 at 6%; with 100% employer match about $374,400 at 4% or $249,600 at 6%. |