CANOPY 360 WEALTH, LLC
Plan context: CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 82-2635786 • Ocala, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,635,458
2025 Contributions
$303,526
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 | 10 | $2,635,458 | $303,526 | $30,353iApproximate average salary by contribution assumption: employee only about $758,815 at 4% or $505,877 at 6%; with 50% employer match about $505,877 at 4% or $337,251 at 6%; with 100% employer match about $379,408 at 4% or $252,938 at 6%. |
| CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $2,635,458 | $303,526 | $30,353iApproximate average salary by contribution assumption: employee only about $758,815 at 4% or $505,877 at 6%; with 50% employer match about $505,877 at 4% or $337,251 at 6%; with 100% employer match about $379,408 at 4% or $252,938 at 6%. |
| 2024 | 1 | 10 | $1,958,701 | $276,674 | $27,667iApproximate average salary by contribution assumption: employee only about $691,685 at 4% or $461,123 at 6%; with 50% employer match about $461,123 at 4% or $307,416 at 6%; with 100% employer match about $345,843 at 4% or $230,562 at 6%. |
| CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $1,958,701 | $276,674 | $27,667iApproximate average salary by contribution assumption: employee only about $691,685 at 4% or $461,123 at 6%; with 50% employer match about $461,123 at 4% or $307,416 at 6%; with 100% employer match about $345,843 at 4% or $230,562 at 6%. |
| 2023 | 1 | 9 | $1,618,914 | $231,785 | $25,754iApproximate average salary by contribution assumption: employee only about $643,847 at 4% or $429,231 at 6%; with 50% employer match about $429,231 at 4% or $286,154 at 6%; with 100% employer match about $321,924 at 4% or $214,616 at 6%. |
| CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $1,618,914 | $231,785 | $25,754iApproximate average salary by contribution assumption: employee only about $643,847 at 4% or $429,231 at 6%; with 50% employer match about $429,231 at 4% or $286,154 at 6%; with 100% employer match about $321,924 at 4% or $214,616 at 6%. |
| 2022 | 1 | 8 | $1,284,969 | $183,706 | $22,963iApproximate average salary by contribution assumption: employee only about $574,081 at 4% or $382,721 at 6%; with 50% employer match about $382,721 at 4% or $255,147 at 6%; with 100% employer match about $287,041 at 4% or $191,360 at 6%. |
| CANOPY 360 WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $1,284,969 | $183,706 | $22,963iApproximate average salary by contribution assumption: employee only about $574,081 at 4% or $382,721 at 6%; with 50% employer match about $382,721 at 4% or $255,147 at 6%; with 100% employer match about $287,041 at 4% or $191,360 at 6%. |