Civic Intelligence

Hpw LLC

Plan context: Affinity Wealth Partners 401(K) Profit Sharing Plan

EIN 82-3283606 • Springfield, MO • 11 filings • 2 plans

2664 E. Kearney StreetSpringfield, MO 65803
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,657,493

2024 Contributions

$306,142

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,657,493$828,747$0201820212024YearValue
$1,657,493Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160201820212024YearValue
9Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$1,657,493$306,142$34,016iApproximate average salary by contribution assumption: employee only about $850,394 at 4% or $566,930 at 6%; with 50% employer match about $566,930 at 4% or $377,953 at 6%; with 100% employer match about $425,197 at 4% or $283,465 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-9$1,657,493$306,142$34,016iApproximate average salary by contribution assumption: employee only about $850,394 at 4% or $566,930 at 6%; with 50% employer match about $566,930 at 4% or $377,953 at 6%; with 100% employer match about $425,197 at 4% or $283,465 at 6%.
2023111$1,179,278$290,177$26,380iApproximate average salary by contribution assumption: employee only about $659,493 at 4% or $439,662 at 6%; with 50% employer match about $439,662 at 4% or $293,108 at 6%; with 100% employer match about $329,747 at 4% or $219,831 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-11$1,179,278$290,177$26,380iApproximate average salary by contribution assumption: employee only about $659,493 at 4% or $439,662 at 6%; with 50% employer match about $439,662 at 4% or $293,108 at 6%; with 100% employer match about $329,747 at 4% or $219,831 at 6%.
202229$782,090$356,577$39,620iApproximate average salary by contribution assumption: employee only about $990,492 at 4% or $660,328 at 6%; with 50% employer match about $660,328 at 4% or $440,219 at 6%; with 100% employer match about $495,246 at 4% or $330,164 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-9$782,090$253,786$28,198iApproximate average salary by contribution assumption: employee only about $704,961 at 4% or $469,974 at 6%; with 50% employer match about $469,974 at 4% or $313,316 at 6%; with 100% employer match about $352,481 at 4% or $234,987 at 6%.
HPWM OPERATIONS LLC MCF BENEFIT PLAN-0$0$102,791-
202128$763,552$329,896$41,237iApproximate average salary by contribution assumption: employee only about $1,030,925 at 4% or $687,283 at 6%; with 50% employer match about $687,283 at 4% or $458,189 at 6%; with 100% employer match about $515,463 at 4% or $343,642 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-8$747,191$226,215$28,277iApproximate average salary by contribution assumption: employee only about $706,922 at 4% or $471,281 at 6%; with 50% employer match about $471,281 at 4% or $314,188 at 6%; with 100% employer match about $353,461 at 4% or $235,641 at 6%.
HPWM OPERATIONS LLC MCF BENEFIT PLAN-6$16,361$103,681$17,280iApproximate average salary by contribution assumption: employee only about $432,004 at 4% or $288,003 at 6%; with 50% employer match about $288,003 at 4% or $192,002 at 6%; with 100% employer match about $216,002 at 4% or $144,001 at 6%.
202028$566,995$295,451$36,931iApproximate average salary by contribution assumption: employee only about $923,284 at 4% or $615,523 at 6%; with 50% employer match about $615,523 at 4% or $410,349 at 6%; with 100% employer match about $461,642 at 4% or $307,761 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-8$555,154$217,941$27,243iApproximate average salary by contribution assumption: employee only about $681,066 at 4% or $454,044 at 6%; with 50% employer match about $454,044 at 4% or $302,696 at 6%; with 100% employer match about $340,533 at 4% or $227,022 at 6%.
HPWM OPERATIONS LLC MCF BENEFIT PLAN-5$11,841$77,510$15,502iApproximate average salary by contribution assumption: employee only about $387,550 at 4% or $258,367 at 6%; with 50% employer match about $258,367 at 4% or $172,244 at 6%; with 100% employer match about $193,775 at 4% or $129,183 at 6%.
201928$225,345$201,732$25,217iApproximate average salary by contribution assumption: employee only about $630,413 at 4% or $420,275 at 6%; with 50% employer match about $420,275 at 4% or $280,183 at 6%; with 100% employer match about $315,206 at 4% or $210,138 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-8$217,407$138,033$17,254iApproximate average salary by contribution assumption: employee only about $431,353 at 4% or $287,569 at 6%; with 50% employer match about $287,569 at 4% or $191,713 at 6%; with 100% employer match about $215,677 at 4% or $143,784 at 6%.
HPWM OPERATIONS LLC MCF BENEFIT PLAN-4$7,938$63,699$15,925iApproximate average salary by contribution assumption: employee only about $398,119 at 4% or $265,413 at 6%; with 50% employer match about $265,413 at 4% or $176,942 at 6%; with 100% employer match about $199,059 at 4% or $132,706 at 6%.
201813$65,844$65,844$21,948iApproximate average salary by contribution assumption: employee only about $548,700 at 4% or $365,800 at 6%; with 50% employer match about $365,800 at 4% or $243,867 at 6%; with 100% employer match about $274,350 at 4% or $182,900 at 6%.
Affinity Wealth Partners 401(K) Profit Sharing Plan-3$65,844$65,844$21,948iApproximate average salary by contribution assumption: employee only about $548,700 at 4% or $365,800 at 6%; with 50% employer match about $365,800 at 4% or $243,867 at 6%; with 100% employer match about $274,350 at 4% or $182,900 at 6%.