Ridgeline Wealth LLC DBA Ridgeline Private Wealth
Plan context: Ridgeline Wealth 401(K) Plan
EIN 84-2546635 • Mesa, AZ • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$787,660
2025 Contributions
$121,492
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 | 5 | $787,660 | $121,492 | $24,298iApproximate average salary by contribution assumption: employee only about $607,460 at 4% or $404,973 at 6%; with 50% employer match about $404,973 at 4% or $269,982 at 6%; with 100% employer match about $303,730 at 4% or $202,487 at 6%. |
| Ridgeline Wealth 401(K) Plan | - | 5 | $787,660 | $121,492 | $24,298iApproximate average salary by contribution assumption: employee only about $607,460 at 4% or $404,973 at 6%; with 50% employer match about $404,973 at 4% or $269,982 at 6%; with 100% employer match about $303,730 at 4% or $202,487 at 6%. |
| 2024 | 1 | 5 | $542,174 | $90,737 | $18,147iApproximate average salary by contribution assumption: employee only about $453,685 at 4% or $302,457 at 6%; with 50% employer match about $302,457 at 4% or $201,638 at 6%; with 100% employer match about $226,843 at 4% or $151,228 at 6%. |
| Ridgeline Wealth 401(K) Plan | - | 5 | $542,174 | $90,737 | $18,147iApproximate average salary by contribution assumption: employee only about $453,685 at 4% or $302,457 at 6%; with 50% employer match about $302,457 at 4% or $201,638 at 6%; with 100% employer match about $226,843 at 4% or $151,228 at 6%. |
| 2023 | 1 | 4 | $382,875 | $143,300 | $35,825iApproximate average salary by contribution assumption: employee only about $895,625 at 4% or $597,083 at 6%; with 50% employer match about $597,083 at 4% or $398,056 at 6%; with 100% employer match about $447,813 at 4% or $298,542 at 6%. |
| Ridgeline Wealth 401(K) Plan | - | 4 | $382,875 | $143,300 | $35,825iApproximate average salary by contribution assumption: employee only about $895,625 at 4% or $597,083 at 6%; with 50% employer match about $597,083 at 4% or $398,056 at 6%; with 100% employer match about $447,813 at 4% or $298,542 at 6%. |