Undivided Wealth Management
Plan context: UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN
EIN 82-5525404 • Chesterfield, MO • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,810,118
2025 Contributions
$175,821
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 | 5 | $1,810,118 | $175,821 | $35,164iApproximate average salary by contribution assumption: employee only about $879,105 at 4% or $586,070 at 6%; with 50% employer match about $586,070 at 4% or $390,713 at 6%; with 100% employer match about $439,552 at 4% or $293,035 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $1,810,118 | $175,821 | $35,164iApproximate average salary by contribution assumption: employee only about $879,105 at 4% or $586,070 at 6%; with 50% employer match about $586,070 at 4% or $390,713 at 6%; with 100% employer match about $439,552 at 4% or $293,035 at 6%. |
| 2024 | 2 | 5 | $1,364,560 | $116,864 | $23,373iApproximate average salary by contribution assumption: employee only about $584,320 at 4% or $389,547 at 6%; with 50% employer match about $389,547 at 4% or $259,698 at 6%; with 100% employer match about $292,160 at 4% or $194,773 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $1,362,041 | $58,950 | $14,738iApproximate average salary by contribution assumption: employee only about $368,438 at 4% or $245,625 at 6%; with 50% employer match about $245,625 at 4% or $163,750 at 6%; with 100% employer match about $184,219 at 4% or $122,813 at 6%. |
| Undivided Wealth Management Mcf Benefit Plan | - | 5 | $2,519 | $57,914 | $11,583iApproximate average salary by contribution assumption: employee only about $289,570 at 4% or $193,047 at 6%; with 50% employer match about $193,047 at 4% or $128,698 at 6%; with 100% employer match about $144,785 at 4% or $96,523 at 6%. |
| 2023 | 2 | 5 | $1,093,187 | $101,139 | $20,228iApproximate average salary by contribution assumption: employee only about $505,695 at 4% or $337,130 at 6%; with 50% employer match about $337,130 at 4% or $224,753 at 6%; with 100% employer match about $252,848 at 4% or $168,565 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $1,091,645 | $58,499 | $14,625iApproximate average salary by contribution assumption: employee only about $365,619 at 4% or $243,746 at 6%; with 50% employer match about $243,746 at 4% or $162,497 at 6%; with 100% employer match about $182,809 at 4% or $121,873 at 6%. |
| Undivided Wealth Management Mcf Benefit Plan | - | 5 | $1,542 | $42,640 | $8,528iApproximate average salary by contribution assumption: employee only about $213,200 at 4% or $142,133 at 6%; with 50% employer match about $142,133 at 4% or $94,756 at 6%; with 100% employer match about $106,600 at 4% or $71,067 at 6%. |
| 2022 | 2 | 5 | $832,253 | $69,203 | $13,841iApproximate average salary by contribution assumption: employee only about $346,015 at 4% or $230,677 at 6%; with 50% employer match about $230,677 at 4% or $153,784 at 6%; with 100% employer match about $173,008 at 4% or $115,338 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $831,460 | $61,763 | $12,353iApproximate average salary by contribution assumption: employee only about $308,815 at 4% or $205,877 at 6%; with 50% employer match about $205,877 at 4% or $137,251 at 6%; with 100% employer match about $154,408 at 4% or $102,938 at 6%. |
| Undivided Wealth Management Mcf Benefit Plan | - | 5 | $793 | $7,440 | $1,488iApproximate average salary by contribution assumption: employee only about $37,200 at 4% or $24,800 at 6%; with 50% employer match about $24,800 at 4% or $16,533 at 6%; with 100% employer match about $18,600 at 4% or $12,400 at 6%. |
| 2021 | 1 | 5 | $989,495 | $62,298 | $12,460iApproximate average salary by contribution assumption: employee only about $311,490 at 4% or $207,660 at 6%; with 50% employer match about $207,660 at 4% or $138,440 at 6%; with 100% employer match about $155,745 at 4% or $103,830 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $989,495 | $62,298 | $12,460iApproximate average salary by contribution assumption: employee only about $311,490 at 4% or $207,660 at 6%; with 50% employer match about $207,660 at 4% or $138,440 at 6%; with 100% employer match about $155,745 at 4% or $103,830 at 6%. |
| 2020 | 1 | 5 | $756,535 | $61,052 | $12,210iApproximate average salary by contribution assumption: employee only about $305,260 at 4% or $203,507 at 6%; with 50% employer match about $203,507 at 4% or $135,671 at 6%; with 100% employer match about $152,630 at 4% or $101,753 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $756,535 | $61,052 | $12,210iApproximate average salary by contribution assumption: employee only about $305,260 at 4% or $203,507 at 6%; with 50% employer match about $203,507 at 4% or $135,671 at 6%; with 100% employer match about $152,630 at 4% or $101,753 at 6%. |
| 2019 | 1 | 4 | $575,775 | $551,809 | $137,952iApproximate average salary by contribution assumption: employee only about $3,448,806 at 4% or $2,299,204 at 6%; with 50% employer match about $2,299,204 at 4% or $1,532,803 at 6%; with 100% employer match about $1,724,403 at 4% or $1,149,602 at 6%. |
| UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $575,775 | $551,809 | $137,952iApproximate average salary by contribution assumption: employee only about $3,448,806 at 4% or $2,299,204 at 6%; with 50% employer match about $2,299,204 at 4% or $1,532,803 at 6%; with 100% employer match about $1,724,403 at 4% or $1,149,602 at 6%. |