High Pines Wealth Management L
Plan context: High Pines Wealth Management L 401(K) Profit Sharing Plan & Trust
EIN 82-1663669 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$255,685
2024 Contributions
$24,848
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $255,685 | $24,848 | $8,283iApproximate average salary by contribution assumption: employee only about $207,067 at 4% or $138,044 at 6%; with 50% employer match about $138,044 at 4% or $92,030 at 6%; with 100% employer match about $103,533 at 4% or $69,022 at 6%. |
| High Pines Wealth Management L 401(K) Profit Sharing Plan & Trust | - | 3 | $255,685 | $24,848 | $8,283iApproximate average salary by contribution assumption: employee only about $207,067 at 4% or $138,044 at 6%; with 50% employer match about $138,044 at 4% or $92,030 at 6%; with 100% employer match about $103,533 at 4% or $69,022 at 6%. |
| 2023 | 1 | 3 | $153,762 | $53,386 | $17,795iApproximate average salary by contribution assumption: employee only about $444,883 at 4% or $296,589 at 6%; with 50% employer match about $296,589 at 4% or $197,726 at 6%; with 100% employer match about $222,442 at 4% or $148,294 at 6%. |
| High Pines Wealth Management L 401(K) Profit Sharing Plan & Trust | - | 3 | $153,762 | $53,386 | $17,795iApproximate average salary by contribution assumption: employee only about $444,883 at 4% or $296,589 at 6%; with 50% employer match about $296,589 at 4% or $197,726 at 6%; with 100% employer match about $222,442 at 4% or $148,294 at 6%. |
| 2021 | 1 | 3 | $0 | $0 | - |
| High Pines Wealth Management L 401(K) Profit Sharing Plan & Trust | - | 3 | - | - | - |