BLACK WALNUT WEALTH MANAGEMENT
Plan context: BLACK WALNUT WEALTH MANAGEMENT 401(K) PLAN
EIN 82-1395784 • Traverse City, MI • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$313,202
2025 Contributions
$52,529
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 | $313,202 | $52,529 | $10,506iApproximate average salary by contribution assumption: employee only about $262,645 at 4% or $175,097 at 6%; with 50% employer match about $175,097 at 4% or $116,731 at 6%; with 100% employer match about $131,323 at 4% or $87,548 at 6%. |
| BLACK WALNUT WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $313,202 | $52,529 | $10,506iApproximate average salary by contribution assumption: employee only about $262,645 at 4% or $175,097 at 6%; with 50% employer match about $175,097 at 4% or $116,731 at 6%; with 100% employer match about $131,323 at 4% or $87,548 at 6%. |
| 2024 | 1 | 6 | $237,658 | $47,741 | $7,957iApproximate average salary by contribution assumption: employee only about $198,921 at 4% or $132,614 at 6%; with 50% employer match about $132,614 at 4% or $88,409 at 6%; with 100% employer match about $99,460 at 4% or $66,307 at 6%. |
| BLACK WALNUT WEALTH MANAGEMENT 401(K) PLAN | - | 6 | $237,658 | $47,741 | $7,957iApproximate average salary by contribution assumption: employee only about $198,921 at 4% or $132,614 at 6%; with 50% employer match about $132,614 at 4% or $88,409 at 6%; with 100% employer match about $99,460 at 4% or $66,307 at 6%. |
| 2023 | 1 | 3 | $162,383 | $49,675 | $16,558iApproximate average salary by contribution assumption: employee only about $413,958 at 4% or $275,972 at 6%; with 50% employer match about $275,972 at 4% or $183,981 at 6%; with 100% employer match about $206,979 at 4% or $137,986 at 6%. |
| BLACK WALNUT WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $162,383 | $49,675 | $16,558iApproximate average salary by contribution assumption: employee only about $413,958 at 4% or $275,972 at 6%; with 50% employer match about $275,972 at 4% or $183,981 at 6%; with 100% employer match about $206,979 at 4% or $137,986 at 6%. |
| 2022 | 1 | 2 | $90,598 | $92,895 | $46,448iApproximate average salary by contribution assumption: employee only about $1,161,188 at 4% or $774,125 at 6%; with 50% employer match about $774,125 at 4% or $516,083 at 6%; with 100% employer match about $580,594 at 4% or $387,063 at 6%. |
| BLACK WALNUT WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $90,598 | $92,895 | $46,448iApproximate average salary by contribution assumption: employee only about $1,161,188 at 4% or $774,125 at 6%; with 50% employer match about $774,125 at 4% or $516,083 at 6%; with 100% employer match about $580,594 at 4% or $387,063 at 6%. |