WEBULL FINANCIAL LLC
Plan context: WEBULL FINANCIAL LLC 401(K) PLAN
EIN 82-1664890 • New York, NY • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$935,083
2025 Contributions
$266,022
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 | 27 | $935,083 | $266,022 | $9,853iApproximate average salary by contribution assumption: employee only about $246,317 at 4% or $164,211 at 6%; with 50% employer match about $164,211 at 4% or $109,474 at 6%; with 100% employer match about $123,158 at 4% or $82,106 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 27 | $935,083 | $266,022 | $9,853iApproximate average salary by contribution assumption: employee only about $246,317 at 4% or $164,211 at 6%; with 50% employer match about $164,211 at 4% or $109,474 at 6%; with 100% employer match about $123,158 at 4% or $82,106 at 6%. |
| 2024 | 1 | 25 | $636,495 | $230,191 | $9,208iApproximate average salary by contribution assumption: employee only about $230,191 at 4% or $153,461 at 6%; with 50% employer match about $153,461 at 4% or $102,307 at 6%; with 100% employer match about $115,095 at 4% or $76,730 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 25 | $636,495 | $230,191 | $9,208iApproximate average salary by contribution assumption: employee only about $230,191 at 4% or $153,461 at 6%; with 50% employer match about $153,461 at 4% or $102,307 at 6%; with 100% employer match about $115,095 at 4% or $76,730 at 6%. |
| 2023 | 1 | 20 | $350,544 | $158,810 | $7,941iApproximate average salary by contribution assumption: employee only about $198,513 at 4% or $132,342 at 6%; with 50% employer match about $132,342 at 4% or $88,228 at 6%; with 100% employer match about $99,256 at 4% or $66,171 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 20 | $350,544 | $158,810 | $7,941iApproximate average salary by contribution assumption: employee only about $198,513 at 4% or $132,342 at 6%; with 50% employer match about $132,342 at 4% or $88,228 at 6%; with 100% employer match about $99,256 at 4% or $66,171 at 6%. |
| 2022 | 1 | 71 | $1,131,430 | $453,065 | $6,381iApproximate average salary by contribution assumption: employee only about $159,530 at 4% or $106,353 at 6%; with 50% employer match about $106,353 at 4% or $70,902 at 6%; with 100% employer match about $79,765 at 4% or $53,177 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 71 | $1,131,430 | $453,065 | $6,381iApproximate average salary by contribution assumption: employee only about $159,530 at 4% or $106,353 at 6%; with 50% employer match about $106,353 at 4% or $70,902 at 6%; with 100% employer match about $79,765 at 4% or $53,177 at 6%. |
| 2021 | 1 | 45 | $992,079 | $725,795 | $16,129iApproximate average salary by contribution assumption: employee only about $403,219 at 4% or $268,813 at 6%; with 50% employer match about $268,813 at 4% or $179,209 at 6%; with 100% employer match about $201,610 at 4% or $134,406 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 45 | $992,079 | $725,795 | $16,129iApproximate average salary by contribution assumption: employee only about $403,219 at 4% or $268,813 at 6%; with 50% employer match about $268,813 at 4% or $179,209 at 6%; with 100% employer match about $201,610 at 4% or $134,406 at 6%. |
| 2020 | 1 | 20 | $189,905 | $106,820 | $5,341iApproximate average salary by contribution assumption: employee only about $133,525 at 4% or $89,017 at 6%; with 50% employer match about $89,017 at 4% or $59,344 at 6%; with 100% employer match about $66,763 at 4% or $44,508 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 20 | $189,905 | $106,820 | $5,341iApproximate average salary by contribution assumption: employee only about $133,525 at 4% or $89,017 at 6%; with 50% employer match about $89,017 at 4% or $59,344 at 6%; with 100% employer match about $66,763 at 4% or $44,508 at 6%. |
| 2019 | 1 | 11 | $64,539 | $53,516 | $4,865iApproximate average salary by contribution assumption: employee only about $121,627 at 4% or $81,085 at 6%; with 50% employer match about $81,085 at 4% or $54,057 at 6%; with 100% employer match about $60,814 at 4% or $40,542 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 11 | $64,539 | $53,516 | $4,865iApproximate average salary by contribution assumption: employee only about $121,627 at 4% or $81,085 at 6%; with 50% employer match about $81,085 at 4% or $54,057 at 6%; with 100% employer match about $60,814 at 4% or $40,542 at 6%. |
| 2018 | 1 | 5 | $4,539 | $4,742 | $948iApproximate average salary by contribution assumption: employee only about $23,710 at 4% or $15,807 at 6%; with 50% employer match about $15,807 at 4% or $10,538 at 6%; with 100% employer match about $11,855 at 4% or $7,903 at 6%. |
| WEBULL FINANCIAL LLC 401(K) PLAN | - | 5 | $4,539 | $4,742 | $948iApproximate average salary by contribution assumption: employee only about $23,710 at 4% or $15,807 at 6%; with 50% employer match about $15,807 at 4% or $10,538 at 6%; with 100% employer match about $11,855 at 4% or $7,903 at 6%. |