MAGNOLIA WEALTH MANAGEMENT, LLC
Plan context: MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN
EIN 83-0666686 • Dothan, AL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$304,872
2025 Contributions
$63,290
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 | 6 | $304,872 | $63,290 | $10,548iApproximate average salary by contribution assumption: employee only about $263,708 at 4% or $175,806 at 6%; with 50% employer match about $175,806 at 4% or $117,204 at 6%; with 100% employer match about $131,854 at 4% or $87,903 at 6%. |
| MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN | - | 6 | $304,872 | $63,290 | $10,548iApproximate average salary by contribution assumption: employee only about $263,708 at 4% or $175,806 at 6%; with 50% employer match about $175,806 at 4% or $117,204 at 6%; with 100% employer match about $131,854 at 4% or $87,903 at 6%. |
| 2024 | 1 | 5 | $198,323 | $54,262 | $10,852iApproximate average salary by contribution assumption: employee only about $271,310 at 4% or $180,873 at 6%; with 50% employer match about $180,873 at 4% or $120,582 at 6%; with 100% employer match about $135,655 at 4% or $90,437 at 6%. |
| MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $198,323 | $54,262 | $10,852iApproximate average salary by contribution assumption: employee only about $271,310 at 4% or $180,873 at 6%; with 50% employer match about $180,873 at 4% or $120,582 at 6%; with 100% employer match about $135,655 at 4% or $90,437 at 6%. |
| 2023 | 1 | 5 | $115,502 | $51,028 | $10,206iApproximate average salary by contribution assumption: employee only about $255,140 at 4% or $170,093 at 6%; with 50% employer match about $170,093 at 4% or $113,396 at 6%; with 100% employer match about $127,570 at 4% or $85,047 at 6%. |
| MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $115,502 | $51,028 | $10,206iApproximate average salary by contribution assumption: employee only about $255,140 at 4% or $170,093 at 6%; with 50% employer match about $170,093 at 4% or $113,396 at 6%; with 100% employer match about $127,570 at 4% or $85,047 at 6%. |
| 2022 | 1 | 5 | $43,060 | $43,511 | $8,702iApproximate average salary by contribution assumption: employee only about $217,555 at 4% or $145,037 at 6%; with 50% employer match about $145,037 at 4% or $96,691 at 6%; with 100% employer match about $108,778 at 4% or $72,518 at 6%. |
| MAGNOLIA WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $43,060 | $43,511 | $8,702iApproximate average salary by contribution assumption: employee only about $217,555 at 4% or $145,037 at 6%; with 50% employer match about $145,037 at 4% or $96,691 at 6%; with 100% employer match about $108,778 at 4% or $72,518 at 6%. |