MILLENNIAL WEALTH LLC
Plan context: MILLENNIAL WEALTH LLC 401(K) PLAN
EIN 82-3171914 • Fall City, WA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$427,648
2025 Contributions
$97,635
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 | 4 | $427,648 | $97,635 | $24,409iApproximate average salary by contribution assumption: employee only about $610,219 at 4% or $406,813 at 6%; with 50% employer match about $406,813 at 4% or $271,208 at 6%; with 100% employer match about $305,109 at 4% or $203,406 at 6%. |
| MILLENNIAL WEALTH LLC 401(K) PLAN | - | 4 | $427,648 | $97,635 | $24,409iApproximate average salary by contribution assumption: employee only about $610,219 at 4% or $406,813 at 6%; with 50% employer match about $406,813 at 4% or $271,208 at 6%; with 100% employer match about $305,109 at 4% or $203,406 at 6%. |
| 2024 | 1 | 4 | $265,788 | $86,510 | $21,628iApproximate average salary by contribution assumption: employee only about $540,688 at 4% or $360,458 at 6%; with 50% employer match about $360,458 at 4% or $240,306 at 6%; with 100% employer match about $270,344 at 4% or $180,229 at 6%. |
| MILLENNIAL WEALTH LLC 401(K) PLAN | - | 4 | $265,788 | $86,510 | $21,628iApproximate average salary by contribution assumption: employee only about $540,688 at 4% or $360,458 at 6%; with 50% employer match about $360,458 at 4% or $240,306 at 6%; with 100% employer match about $270,344 at 4% or $180,229 at 6%. |
| 2023 | 1 | 3 | $151,219 | $70,967 | $23,656iApproximate average salary by contribution assumption: employee only about $591,392 at 4% or $394,261 at 6%; with 50% employer match about $394,261 at 4% or $262,841 at 6%; with 100% employer match about $295,696 at 4% or $197,131 at 6%. |
| MILLENNIAL WEALTH LLC 401(K) PLAN | - | 3 | $151,219 | $70,967 | $23,656iApproximate average salary by contribution assumption: employee only about $591,392 at 4% or $394,261 at 6%; with 50% employer match about $394,261 at 4% or $262,841 at 6%; with 100% employer match about $295,696 at 4% or $197,131 at 6%. |
| 2022 | 1 | 3 | $61,828 | $63,598 | $21,199iApproximate average salary by contribution assumption: employee only about $529,983 at 4% or $353,322 at 6%; with 50% employer match about $353,322 at 4% or $235,548 at 6%; with 100% employer match about $264,992 at 4% or $176,661 at 6%. |
| MILLENNIAL WEALTH LLC 401(K) PLAN | - | 3 | $61,828 | $63,598 | $21,199iApproximate average salary by contribution assumption: employee only about $529,983 at 4% or $353,322 at 6%; with 50% employer match about $353,322 at 4% or $235,548 at 6%; with 100% employer match about $264,992 at 4% or $176,661 at 6%. |