Nagel Wealth Management LLC
Plan context: Nagel Wealth Management 401(K) Plan
EIN 83-0404943 • Thiensville, WI • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$180,344
2024 Contributions
$34,265
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $180,344 | $34,265 | $11,422iApproximate average salary by contribution assumption: employee only about $285,542 at 4% or $190,361 at 6%; with 50% employer match about $190,361 at 4% or $126,907 at 6%; with 100% employer match about $142,771 at 4% or $95,181 at 6%. |
| Nagel Wealth Management 401(K) Plan | - | 3 | $180,344 | $34,265 | $11,422iApproximate average salary by contribution assumption: employee only about $285,542 at 4% or $190,361 at 6%; with 50% employer match about $190,361 at 4% or $126,907 at 6%; with 100% employer match about $142,771 at 4% or $95,181 at 6%. |
| 2023 | 1 | 3 | $115,226 | $26,981 | $8,994iApproximate average salary by contribution assumption: employee only about $224,842 at 4% or $149,894 at 6%; with 50% employer match about $149,894 at 4% or $99,930 at 6%; with 100% employer match about $112,421 at 4% or $74,947 at 6%. |
| Nagel Wealth Management 401(K) Plan | - | 3 | $115,226 | $26,981 | $8,994iApproximate average salary by contribution assumption: employee only about $224,842 at 4% or $149,894 at 6%; with 50% employer match about $149,894 at 4% or $99,930 at 6%; with 100% employer match about $112,421 at 4% or $74,947 at 6%. |
| 2022 | 1 | 2 | $85,896 | $34,171 | $17,086iApproximate average salary by contribution assumption: employee only about $427,138 at 4% or $284,758 at 6%; with 50% employer match about $284,758 at 4% or $189,839 at 6%; with 100% employer match about $213,569 at 4% or $142,379 at 6%. |
| Nagel Wealth Management 401(K) Plan | - | 2 | $85,896 | $34,171 | $17,086iApproximate average salary by contribution assumption: employee only about $427,138 at 4% or $284,758 at 6%; with 50% employer match about $284,758 at 4% or $189,839 at 6%; with 100% employer match about $213,569 at 4% or $142,379 at 6%. |
| 2021 | 1 | 2 | $106,035 | $31,367 | $15,684iApproximate average salary by contribution assumption: employee only about $392,088 at 4% or $261,392 at 6%; with 50% employer match about $261,392 at 4% or $174,261 at 6%; with 100% employer match about $196,044 at 4% or $130,696 at 6%. |
| Nagel Wealth Management 401(K) Plan | - | 2 | $106,035 | $31,367 | $15,684iApproximate average salary by contribution assumption: employee only about $392,088 at 4% or $261,392 at 6%; with 50% employer match about $261,392 at 4% or $174,261 at 6%; with 100% employer match about $196,044 at 4% or $130,696 at 6%. |
| 2020 | 1 | 2 | $55,616 | $33,044 | $16,522iApproximate average salary by contribution assumption: employee only about $413,050 at 4% or $275,367 at 6%; with 50% employer match about $275,367 at 4% or $183,578 at 6%; with 100% employer match about $206,525 at 4% or $137,683 at 6%. |
| Nagel Wealth Management 401(K) Plan | - | 2 | $55,616 | $33,044 | $16,522iApproximate average salary by contribution assumption: employee only about $413,050 at 4% or $275,367 at 6%; with 50% employer match about $275,367 at 4% or $183,578 at 6%; with 100% employer match about $206,525 at 4% or $137,683 at 6%. |
| 2019 | 1 | 2 | $20,605 | $20,621 | $10,311iApproximate average salary by contribution assumption: employee only about $257,763 at 4% or $171,842 at 6%; with 50% employer match about $171,842 at 4% or $114,561 at 6%; with 100% employer match about $128,881 at 4% or $85,921 at 6%. |
| Nagel Wealth Management 401(K) Plan | - | 2 | $20,605 | $20,621 | $10,311iApproximate average salary by contribution assumption: employee only about $257,763 at 4% or $171,842 at 6%; with 50% employer match about $171,842 at 4% or $114,561 at 6%; with 100% employer match about $128,881 at 4% or $85,921 at 6%. |