Civic Intelligence

Custom Wealth Solutions Inc

Plan context: Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust

EIN 84-2049955 • 7 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$663,976

2025 Contributions

$90,186

Historical Graphs

Total Assets Over Time

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

$663,976$331,988$0201920222025YearValue
$663,976Latest year 2025

Participants Over Time

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

1160201920222025YearValue
11Latest 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
2025111$663,976$90,186$8,199iApproximate average salary by contribution assumption: employee only about $204,968 at 4% or $136,645 at 6%; with 50% employer match about $136,645 at 4% or $91,097 at 6%; with 100% employer match about $102,484 at 4% or $68,323 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-11$663,976$90,186$8,199iApproximate average salary by contribution assumption: employee only about $204,968 at 4% or $136,645 at 6%; with 50% employer match about $136,645 at 4% or $91,097 at 6%; with 100% employer match about $102,484 at 4% or $68,323 at 6%.
2024111$556,752$129,319$11,756iApproximate average salary by contribution assumption: employee only about $293,907 at 4% or $195,938 at 6%; with 50% employer match about $195,938 at 4% or $130,625 at 6%; with 100% employer match about $146,953 at 4% or $97,969 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-11$556,752$129,319$11,756iApproximate average salary by contribution assumption: employee only about $293,907 at 4% or $195,938 at 6%; with 50% employer match about $195,938 at 4% or $130,625 at 6%; with 100% employer match about $146,953 at 4% or $97,969 at 6%.
202318$343,909$72,122$9,015iApproximate average salary by contribution assumption: employee only about $225,381 at 4% or $150,254 at 6%; with 50% employer match about $150,254 at 4% or $100,169 at 6%; with 100% employer match about $112,691 at 4% or $75,127 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-8$343,909$72,122$9,015iApproximate average salary by contribution assumption: employee only about $225,381 at 4% or $150,254 at 6%; with 50% employer match about $150,254 at 4% or $100,169 at 6%; with 100% employer match about $112,691 at 4% or $75,127 at 6%.
202218$220,015$78,567$9,821iApproximate average salary by contribution assumption: employee only about $245,522 at 4% or $163,681 at 6%; with 50% employer match about $163,681 at 4% or $109,121 at 6%; with 100% employer match about $122,761 at 4% or $81,841 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-8$220,015$78,567$9,821iApproximate average salary by contribution assumption: employee only about $245,522 at 4% or $163,681 at 6%; with 50% employer match about $163,681 at 4% or $109,121 at 6%; with 100% employer match about $122,761 at 4% or $81,841 at 6%.
202117$192,969$98,371$14,053iApproximate average salary by contribution assumption: employee only about $351,325 at 4% or $234,217 at 6%; with 50% employer match about $234,217 at 4% or $156,144 at 6%; with 100% employer match about $175,663 at 4% or $117,108 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-7$192,969$98,371$14,053iApproximate average salary by contribution assumption: employee only about $351,325 at 4% or $234,217 at 6%; with 50% employer match about $234,217 at 4% or $156,144 at 6%; with 100% employer match about $175,663 at 4% or $117,108 at 6%.
2020110$71,582$73,236$7,324iApproximate average salary by contribution assumption: employee only about $183,090 at 4% or $122,060 at 6%; with 50% employer match about $122,060 at 4% or $81,373 at 6%; with 100% employer match about $91,545 at 4% or $61,030 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-10$71,582$73,236$7,324iApproximate average salary by contribution assumption: employee only about $183,090 at 4% or $122,060 at 6%; with 50% employer match about $122,060 at 4% or $81,373 at 6%; with 100% employer match about $91,545 at 4% or $61,030 at 6%.
201918$34,393$34,104$4,263iApproximate average salary by contribution assumption: employee only about $106,575 at 4% or $71,050 at 6%; with 50% employer match about $71,050 at 4% or $47,367 at 6%; with 100% employer match about $53,288 at 4% or $35,525 at 6%.
Custom Wealth Solutions Inc 401(K) Profit Sharing Plan & Trust-8$34,393$34,104$4,263iApproximate average salary by contribution assumption: employee only about $106,575 at 4% or $71,050 at 6%; with 50% employer match about $71,050 at 4% or $47,367 at 6%; with 100% employer match about $53,288 at 4% or $35,525 at 6%.