Connectwise LLC
Plan context: Connectwise LLC. 401(K) Plan
EIN 82-1582035 • Tampa, FL • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1,110
2025 Assets
$122,991,194
2025 Contributions
$20,093,123
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 | 1,110 | $0 | $0 | - |
| Connectwise Health and Welfare Plan | - | 1,110 | - | - | - |
| 2024 | 2 | 1,268 | $122,991,194 | $20,093,123 | $15,846iApproximate average salary by contribution assumption: employee only about $396,158 at 4% or $264,105 at 6%; with 50% employer match about $264,105 at 4% or $176,070 at 6%; with 100% employer match about $198,079 at 4% or $132,053 at 6%. |
| Connectwise LLC. 401(K) Plan | - | 1,268 | $122,991,194 | $20,093,123 | $15,846iApproximate average salary by contribution assumption: employee only about $396,158 at 4% or $264,105 at 6%; with 50% employer match about $264,105 at 4% or $176,070 at 6%; with 100% employer match about $198,079 at 4% or $132,053 at 6%. |
| Connectwise Health and Welfare Plan | - | 1,061 | - | - | - |
| 2023 | 2 | 1,364 | $102,510,500 | $15,998,965 | $11,729iApproximate average salary by contribution assumption: employee only about $293,236 at 4% or $195,491 at 6%; with 50% employer match about $195,491 at 4% or $130,327 at 6%; with 100% employer match about $146,618 at 4% or $97,745 at 6%. |
| Connectwise LLC. 401(K) Plan | - | 1,155 | $102,510,500 | $15,998,965 | $13,852iApproximate average salary by contribution assumption: employee only about $346,298 at 4% or $230,865 at 6%; with 50% employer match about $230,865 at 4% or $153,910 at 6%; with 100% employer match about $173,149 at 4% or $115,433 at 6%. |
| Connectwise Health and Welfare Plan | - | 1,364 | - | - | - |
| 2022 | 2 | 1,212 | $77,752,363 | $14,909,111 | $12,301iApproximate average salary by contribution assumption: employee only about $307,531 at 4% or $205,021 at 6%; with 50% employer match about $205,021 at 4% or $136,681 at 6%; with 100% employer match about $153,766 at 4% or $102,510 at 6%. |
| Connectwise LLC. 401(K) Plan | - | 1,212 | $77,752,363 | $14,909,111 | $12,301iApproximate average salary by contribution assumption: employee only about $307,531 at 4% or $205,021 at 6%; with 50% employer match about $205,021 at 4% or $136,681 at 6%; with 100% employer match about $153,766 at 4% or $102,510 at 6%. |
| Connectwise Health and Welfare Plan | - | 1,201 | - | - | - |
| 2021 | 2 | 1,032 | $85,057,352 | $12,667,524 | $12,275iApproximate average salary by contribution assumption: employee only about $306,868 at 4% or $204,579 at 6%; with 50% employer match about $204,579 at 4% or $136,386 at 6%; with 100% employer match about $153,434 at 4% or $102,289 at 6%. |
| Connectwise LLC. 401(K) Plan | - | 1,032 | $85,057,352 | $12,667,524 | $12,275iApproximate average salary by contribution assumption: employee only about $306,868 at 4% or $204,579 at 6%; with 50% employer match about $204,579 at 4% or $136,386 at 6%; with 100% employer match about $153,434 at 4% or $102,289 at 6%. |
| Connectwise Health and Welfare Plan | - | 1,022 | - | - | - |
| 2020 | 2 | 987 | $69,365,646 | $8,383,816 | $8,494iApproximate average salary by contribution assumption: employee only about $212,356 at 4% or $141,571 at 6%; with 50% employer match about $141,571 at 4% or $94,380 at 6%; with 100% employer match about $106,178 at 4% or $70,785 at 6%. |
| Connectwise LLC. 401(K) Plan | - | 942 | $69,365,646 | $8,383,816 | $8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,334 at 6%; with 50% employer match about $148,334 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%. |
| Connectwise Health and Welfare Plan | - | 987 | - | - | - |