Civic Intelligence

ARETE WEALTH PLANNING LLC

Plan context: ARETE WEALTH PLANNING LLC 401(K) PLAN

EIN 83-1415326 • Zeeland, MI • 7 filings • 1 plans

8924 Mica DrZeeland, MI 49464
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$580,915

2025 Contributions

$203,637

Historical Graphs

Total Assets Over Time

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

$580,915$290,458$0201920222025YearValue
$580,915Latest year 2025

Participants Over Time

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

1260201920222025YearValue
12Latest year 2025

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
2025112$580,915$203,637$16,970iApproximate average salary by contribution assumption: employee only about $424,244 at 4% or $282,829 at 6%; with 50% employer match about $282,829 at 4% or $188,553 at 6%; with 100% employer match about $212,122 at 4% or $141,415 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-12$580,915$203,637$16,970iApproximate average salary by contribution assumption: employee only about $424,244 at 4% or $282,829 at 6%; with 50% employer match about $282,829 at 4% or $188,553 at 6%; with 100% employer match about $212,122 at 4% or $141,415 at 6%.
2024111$411,781$172,683$15,698iApproximate average salary by contribution assumption: employee only about $392,461 at 4% or $261,641 at 6%; with 50% employer match about $261,641 at 4% or $174,427 at 6%; with 100% employer match about $196,231 at 4% or $130,820 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-11$411,781$172,683$15,698iApproximate average salary by contribution assumption: employee only about $392,461 at 4% or $261,641 at 6%; with 50% employer match about $261,641 at 4% or $174,427 at 6%; with 100% employer match about $196,231 at 4% or $130,820 at 6%.
202318$523,745$85,201$10,650iApproximate average salary by contribution assumption: employee only about $266,253 at 4% or $177,502 at 6%; with 50% employer match about $177,502 at 4% or $118,335 at 6%; with 100% employer match about $133,127 at 4% or $88,751 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-8$523,745$85,201$10,650iApproximate average salary by contribution assumption: employee only about $266,253 at 4% or $177,502 at 6%; with 50% employer match about $177,502 at 4% or $118,335 at 6%; with 100% employer match about $133,127 at 4% or $88,751 at 6%.
202214$370,743$104,435$26,109iApproximate average salary by contribution assumption: employee only about $652,719 at 4% or $435,146 at 6%; with 50% employer match about $435,146 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-4$370,743$104,435$26,109iApproximate average salary by contribution assumption: employee only about $652,719 at 4% or $435,146 at 6%; with 50% employer match about $435,146 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%.
202113$330,256$93,658$31,219iApproximate average salary by contribution assumption: employee only about $780,483 at 4% or $520,322 at 6%; with 50% employer match about $520,322 at 4% or $346,881 at 6%; with 100% employer match about $390,242 at 4% or $260,161 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-3$330,256$93,658$31,219iApproximate average salary by contribution assumption: employee only about $780,483 at 4% or $520,322 at 6%; with 50% employer match about $520,322 at 4% or $346,881 at 6%; with 100% employer match about $390,242 at 4% or $260,161 at 6%.
202013$203,708$101,693$33,898iApproximate average salary by contribution assumption: employee only about $847,442 at 4% or $564,961 at 6%; with 50% employer match about $564,961 at 4% or $376,641 at 6%; with 100% employer match about $423,721 at 4% or $282,481 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-3$203,708$101,693$33,898iApproximate average salary by contribution assumption: employee only about $847,442 at 4% or $564,961 at 6%; with 50% employer match about $564,961 at 4% or $376,641 at 6%; with 100% employer match about $423,721 at 4% or $282,481 at 6%.
201913$64,561$59,588$19,863iApproximate average salary by contribution assumption: employee only about $496,567 at 4% or $331,044 at 6%; with 50% employer match about $331,044 at 4% or $220,696 at 6%; with 100% employer match about $248,283 at 4% or $165,522 at 6%.
ARETE WEALTH PLANNING LLC 401(K) PLAN-3$64,561$59,588$19,863iApproximate average salary by contribution assumption: employee only about $496,567 at 4% or $331,044 at 6%; with 50% employer match about $331,044 at 4% or $220,696 at 6%; with 100% employer match about $248,283 at 4% or $165,522 at 6%.