Aps Wealth Management LLC
Plan context: Aps Wealth Management LLC Cash Balance Plan
EIN 83-2028253 • Melville, NY • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$477,223
2025 Contributions
$38,354
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 | 0 | $0 | $0 | - |
| Aps Wealth Management LLC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 7 | $477,223 | $38,354 | $5,479iApproximate average salary by contribution assumption: employee only about $136,979 at 4% or $91,319 at 6%; with 50% employer match about $91,319 at 4% or $60,879 at 6%; with 100% employer match about $68,489 at 4% or $45,660 at 6%. |
| Aps Wealth Management LLC Cash Balance Plan | - | 7 | $477,223 | $38,354 | $5,479iApproximate average salary by contribution assumption: employee only about $136,979 at 4% or $91,319 at 6%; with 50% employer match about $91,319 at 4% or $60,879 at 6%; with 100% employer match about $68,489 at 4% or $45,660 at 6%. |
| 2023 | 1 | 7 | $446,105 | $113,413 | $16,202iApproximate average salary by contribution assumption: employee only about $405,046 at 4% or $270,031 at 6%; with 50% employer match about $270,031 at 4% or $180,021 at 6%; with 100% employer match about $202,523 at 4% or $135,015 at 6%. |
| Aps Wealth Management LLC Cash Balance Plan | - | 7 | $446,105 | $113,413 | $16,202iApproximate average salary by contribution assumption: employee only about $405,046 at 4% or $270,031 at 6%; with 50% employer match about $270,031 at 4% or $180,021 at 6%; with 100% employer match about $202,523 at 4% or $135,015 at 6%. |
| 2022 | 1 | 6 | $283,847 | $110,306 | $18,384iApproximate average salary by contribution assumption: employee only about $459,608 at 4% or $306,406 at 6%; with 50% employer match about $306,406 at 4% or $204,270 at 6%; with 100% employer match about $229,804 at 4% or $153,203 at 6%. |
| Aps Wealth Management LLC Cash Balance Plan | - | 6 | $283,847 | $110,306 | $18,384iApproximate average salary by contribution assumption: employee only about $459,608 at 4% or $306,406 at 6%; with 50% employer match about $306,406 at 4% or $204,270 at 6%; with 100% employer match about $229,804 at 4% or $153,203 at 6%. |
| 2021 | 1 | 6 | $223,926 | $98,800 | $16,467iApproximate average salary by contribution assumption: employee only about $411,667 at 4% or $274,444 at 6%; with 50% employer match about $274,444 at 4% or $182,963 at 6%; with 100% employer match about $205,833 at 4% or $137,222 at 6%. |
| Aps Wealth Management LLC Cash Balance Plan | - | 6 | $223,926 | $98,800 | $16,467iApproximate average salary by contribution assumption: employee only about $411,667 at 4% or $274,444 at 6%; with 50% employer match about $274,444 at 4% or $182,963 at 6%; with 100% employer match about $205,833 at 4% or $137,222 at 6%. |
| 2020 | 1 | 9 | $118,993 | $118,993 | $13,221iApproximate average salary by contribution assumption: employee only about $330,536 at 4% or $220,357 at 6%; with 50% employer match about $220,357 at 4% or $146,905 at 6%; with 100% employer match about $165,268 at 4% or $110,179 at 6%. |
| Aps Wealth Management LLC Cash Balance Plan | - | 9 | $118,993 | $118,993 | $13,221iApproximate average salary by contribution assumption: employee only about $330,536 at 4% or $220,357 at 6%; with 50% employer match about $220,357 at 4% or $146,905 at 6%; with 100% employer match about $165,268 at 4% or $110,179 at 6%. |