WEA MANAGEMENT, LLC
Plan context: WEALTHEDGE 401(K) PROFIT SHARING PLAN
EIN 83-2848897 • New York, NY • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$2,696,734
2025 Contributions
$458,109
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 | 19 | $2,696,734 | $458,109 | $24,111iApproximate average salary by contribution assumption: employee only about $602,775 at 4% or $401,850 at 6%; with 50% employer match about $401,850 at 4% or $267,900 at 6%; with 100% employer match about $301,388 at 4% or $200,925 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 19 | $2,696,734 | $458,109 | $24,111iApproximate average salary by contribution assumption: employee only about $602,775 at 4% or $401,850 at 6%; with 50% employer match about $401,850 at 4% or $267,900 at 6%; with 100% employer match about $301,388 at 4% or $200,925 at 6%. |
| 2024 | 1 | 17 | $2,725,283 | $235,069 | $13,828iApproximate average salary by contribution assumption: employee only about $345,690 at 4% or $230,460 at 6%; with 50% employer match about $230,460 at 4% or $153,640 at 6%; with 100% employer match about $172,845 at 4% or $115,230 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 17 | $2,725,283 | $235,069 | $13,828iApproximate average salary by contribution assumption: employee only about $345,690 at 4% or $230,460 at 6%; with 50% employer match about $230,460 at 4% or $153,640 at 6%; with 100% employer match about $172,845 at 4% or $115,230 at 6%. |
| 2023 | 1 | 15 | $2,201,927 | $287,537 | $19,169iApproximate average salary by contribution assumption: employee only about $479,228 at 4% or $319,486 at 6%; with 50% employer match about $319,486 at 4% or $212,990 at 6%; with 100% employer match about $239,614 at 4% or $159,743 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 15 | $2,201,927 | $287,537 | $19,169iApproximate average salary by contribution assumption: employee only about $479,228 at 4% or $319,486 at 6%; with 50% employer match about $319,486 at 4% or $212,990 at 6%; with 100% employer match about $239,614 at 4% or $159,743 at 6%. |
| 2022 | 1 | 10 | $1,641,899 | $266,024 | $26,602iApproximate average salary by contribution assumption: employee only about $665,060 at 4% or $443,373 at 6%; with 50% employer match about $443,373 at 4% or $295,582 at 6%; with 100% employer match about $332,530 at 4% or $221,687 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 10 | $1,641,899 | $266,024 | $26,602iApproximate average salary by contribution assumption: employee only about $665,060 at 4% or $443,373 at 6%; with 50% employer match about $443,373 at 4% or $295,582 at 6%; with 100% employer match about $332,530 at 4% or $221,687 at 6%. |
| 2021 | 1 | 13 | $1,714,996 | $254,925 | $19,610iApproximate average salary by contribution assumption: employee only about $490,240 at 4% or $326,827 at 6%; with 50% employer match about $326,827 at 4% or $217,885 at 6%; with 100% employer match about $245,120 at 4% or $163,413 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 13 | $1,714,996 | $254,925 | $19,610iApproximate average salary by contribution assumption: employee only about $490,240 at 4% or $326,827 at 6%; with 50% employer match about $326,827 at 4% or $217,885 at 6%; with 100% employer match about $245,120 at 4% or $163,413 at 6%. |
| 2020 | 1 | 13 | $1,175,362 | $234,583 | $18,045iApproximate average salary by contribution assumption: employee only about $451,121 at 4% or $300,747 at 6%; with 50% employer match about $300,747 at 4% or $200,498 at 6%; with 100% employer match about $225,561 at 4% or $150,374 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 13 | $1,175,362 | $234,583 | $18,045iApproximate average salary by contribution assumption: employee only about $451,121 at 4% or $300,747 at 6%; with 50% employer match about $300,747 at 4% or $200,498 at 6%; with 100% employer match about $225,561 at 4% or $150,374 at 6%. |
| 2019 | 1 | 11 | $796,725 | $193,517 | $17,592iApproximate average salary by contribution assumption: employee only about $439,811 at 4% or $293,208 at 6%; with 50% employer match about $293,208 at 4% or $195,472 at 6%; with 100% employer match about $219,906 at 4% or $146,604 at 6%. |
| WEALTHEDGE 401(K) PROFIT SHARING PLAN | - | 11 | $796,725 | $193,517 | $17,592iApproximate average salary by contribution assumption: employee only about $439,811 at 4% or $293,208 at 6%; with 50% employer match about $293,208 at 4% or $195,472 at 6%; with 100% employer match about $219,906 at 4% or $146,604 at 6%. |