Civic Intelligence

AILERON WEALTH MANAGEMENT

Plan context: AILERON WEALTH MANAGEMENT 401(K) PLAN

EIN 83-2039463 • Longwood, FL • 6 filings • 1 plans

407 Wekiva Springs RoadSuite 215Longwood, FL 32779
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$134,388

2025 Contributions

$30,403

Historical Graphs

Total Assets Over Time

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

$134,388$67,194$0202020232025YearValue
$134,388Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest 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
202512$134,388$30,403$15,202iApproximate average salary by contribution assumption: employee only about $380,038 at 4% or $253,358 at 6%; with 50% employer match about $253,358 at 4% or $168,906 at 6%; with 100% employer match about $190,019 at 4% or $126,679 at 6%.
AILERON WEALTH MANAGEMENT 401(K) PLAN-2$134,388$30,403$15,202iApproximate average salary by contribution assumption: employee only about $380,038 at 4% or $253,358 at 6%; with 50% employer match about $253,358 at 4% or $168,906 at 6%; with 100% employer match about $190,019 at 4% or $126,679 at 6%.
202411$84,963$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
AILERON WEALTH MANAGEMENT 401(K) PLAN-1$84,963$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
202311$55,551$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
AILERON WEALTH MANAGEMENT 401(K) PLAN-1$55,551$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
202212$35,621$18,326$9,163iApproximate average salary by contribution assumption: employee only about $229,075 at 4% or $152,717 at 6%; with 50% employer match about $152,717 at 4% or $101,811 at 6%; with 100% employer match about $114,538 at 4% or $76,358 at 6%.
AILERON WEALTH MANAGEMENT 401(K) PLAN-2$35,621$18,326$9,163iApproximate average salary by contribution assumption: employee only about $229,075 at 4% or $152,717 at 6%; with 50% employer match about $152,717 at 4% or $101,811 at 6%; with 100% employer match about $114,538 at 4% or $76,358 at 6%.
202112$21,621$17,413$8,707iApproximate average salary by contribution assumption: employee only about $217,663 at 4% or $145,108 at 6%; with 50% employer match about $145,108 at 4% or $96,739 at 6%; with 100% employer match about $108,831 at 4% or $72,554 at 6%.
AILERON WEALTH MANAGEMENT 401(K) PLAN-2$21,621$17,413$8,707iApproximate average salary by contribution assumption: employee only about $217,663 at 4% or $145,108 at 6%; with 50% employer match about $145,108 at 4% or $96,739 at 6%; with 100% employer match about $108,831 at 4% or $72,554 at 6%.
202012$2,964$2,767$1,384iApproximate average salary by contribution assumption: employee only about $34,588 at 4% or $23,058 at 6%; with 50% employer match about $23,058 at 4% or $15,372 at 6%; with 100% employer match about $17,294 at 4% or $11,529 at 6%.
AILERON WEALTH MANAGEMENT 401(K) PLAN-2$2,964$2,767$1,384iApproximate average salary by contribution assumption: employee only about $34,588 at 4% or $23,058 at 6%; with 50% employer match about $23,058 at 4% or $15,372 at 6%; with 100% employer match about $17,294 at 4% or $11,529 at 6%.