Civic Intelligence

Prosperity Wealth Management

Plan context: Prsoperity Wealth Manangement 401K

EIN 81-5273073 • Rutland, VT • 8 filings • 5 plans

83 Heather LaneRutland, VT 05701
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$278,224

2025 Contributions

$11,988

Historical Graphs

Total Assets Over Time

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

$663,680$331,840$0201820222025YearValue
$278,224Latest year 2025

Participants Over Time

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

320201820222025YearValue
3Latest year 2025

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
202513$278,224$11,988$3,996iApproximate average salary by contribution assumption: employee only about $99,900 at 4% or $66,600 at 6%; with 50% employer match about $66,600 at 4% or $44,400 at 6%; with 100% employer match about $49,950 at 4% or $33,300 at 6%.
Prsoperity Wealth Manangement 401K-3$278,224$11,988$3,996iApproximate average salary by contribution assumption: employee only about $99,900 at 4% or $66,600 at 6%; with 50% employer match about $66,600 at 4% or $44,400 at 6%; with 100% employer match about $49,950 at 4% or $33,300 at 6%.
202413$300,013$66,240$22,080iApproximate average salary by contribution assumption: employee only about $552,000 at 4% or $368,000 at 6%; with 50% employer match about $368,000 at 4% or $245,333 at 6%; with 100% employer match about $276,000 at 4% or $184,000 at 6%.
Prsoperity Wealth Manangement 401K-3$300,013$66,240$22,080iApproximate average salary by contribution assumption: employee only about $552,000 at 4% or $368,000 at 6%; with 50% employer match about $368,000 at 4% or $245,333 at 6%; with 100% employer match about $276,000 at 4% or $184,000 at 6%.
202313$643,347$72,133$24,044iApproximate average salary by contribution assumption: employee only about $601,108 at 4% or $400,739 at 6%; with 50% employer match about $400,739 at 4% or $267,159 at 6%; with 100% employer match about $300,554 at 4% or $200,369 at 6%.
Prsoperity Wealth Manangement 401K-3$643,347$72,133$24,044iApproximate average salary by contribution assumption: employee only about $601,108 at 4% or $400,739 at 6%; with 50% employer match about $400,739 at 4% or $267,159 at 6%; with 100% employer match about $300,554 at 4% or $200,369 at 6%.
202213$527,939$67,875$22,625iApproximate average salary by contribution assumption: employee only about $565,625 at 4% or $377,083 at 6%; with 50% employer match about $377,083 at 4% or $251,389 at 6%; with 100% employer match about $282,813 at 4% or $188,542 at 6%.
Prsoperity Wealth Manangement 401K-3$527,939$67,875$22,625iApproximate average salary by contribution assumption: employee only about $565,625 at 4% or $377,083 at 6%; with 50% employer match about $377,083 at 4% or $251,389 at 6%; with 100% employer match about $282,813 at 4% or $188,542 at 6%.
202112$663,680$33,671$16,836iApproximate average salary by contribution assumption: employee only about $420,888 at 4% or $280,592 at 6%; with 50% employer match about $280,592 at 4% or $187,061 at 6%; with 100% employer match about $210,444 at 4% or $140,296 at 6%.
Prsoperity Wealth Manangement 401K-2$663,680$33,671$16,836iApproximate average salary by contribution assumption: employee only about $420,888 at 4% or $280,592 at 6%; with 50% employer match about $280,592 at 4% or $187,061 at 6%; with 100% employer match about $210,444 at 4% or $140,296 at 6%.
202012$586,353$27,436$13,718iApproximate average salary by contribution assumption: employee only about $342,950 at 4% or $228,633 at 6%; with 50% employer match about $228,633 at 4% or $152,422 at 6%; with 100% employer match about $171,475 at 4% or $114,317 at 6%.
Prsoperity Wealth Manangement 401K-2$586,353$27,436$13,718iApproximate average salary by contribution assumption: employee only about $342,950 at 4% or $228,633 at 6%; with 50% employer match about $228,633 at 4% or $152,422 at 6%; with 100% employer match about $171,475 at 4% or $114,317 at 6%.
201912$392,560$31,079$15,540iApproximate average salary by contribution assumption: employee only about $388,488 at 4% or $258,992 at 6%; with 50% employer match about $258,992 at 4% or $172,661 at 6%; with 100% employer match about $194,244 at 4% or $129,496 at 6%.
Prsoperity Wealth Manangement 401K-2$392,560$31,079$15,540iApproximate average salary by contribution assumption: employee only about $388,488 at 4% or $258,992 at 6%; with 50% employer match about $258,992 at 4% or $172,661 at 6%; with 100% employer match about $194,244 at 4% or $129,496 at 6%.
201812$276,361$292,615$146,308iApproximate average salary by contribution assumption: employee only about $3,657,688 at 4% or $2,438,458 at 6%; with 50% employer match about $2,438,458 at 4% or $1,625,639 at 6%; with 100% employer match about $1,828,844 at 4% or $1,219,229 at 6%.
Prsoperity Wealth Manangement 401K-2$276,361$292,615$146,308iApproximate average salary by contribution assumption: employee only about $3,657,688 at 4% or $2,438,458 at 6%; with 50% employer match about $2,438,458 at 4% or $1,625,639 at 6%; with 100% employer match about $1,828,844 at 4% or $1,219,229 at 6%.