WEBULL TECHNOLOGIES, INC.
Plan context: WEBULL TECHNOLOGY 401(K) PLAN
EIN 84-2548312 • New York, NY • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
255
2025 Assets
$3,304,431
2025 Contributions
$1,238,818
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 | 255 | $0 | $0 | - |
| Webull Financial Health and Welfare Plan | - | 255 | - | - | - |
| 2024 | 2 | 219 | $3,304,431 | $1,238,818 | $5,657iApproximate average salary by contribution assumption: employee only about $141,418 at 4% or $94,278 at 6%; with 50% employer match about $94,278 at 4% or $62,852 at 6%; with 100% employer match about $70,709 at 4% or $47,139 at 6%. |
| WEBULL TECHNOLOGY 401(K) PLAN | - | 166 | $3,304,431 | $1,238,818 | $7,463iApproximate average salary by contribution assumption: employee only about $186,569 at 4% or $124,379 at 6%; with 50% employer match about $124,379 at 4% or $82,920 at 6%; with 100% employer match about $93,284 at 4% or $62,190 at 6%. |
| Webull Financial Health and Welfare Plan | - | 219 | - | - | - |
| 2023 | 1 | 89 | $1,802,360 | $577,932 | $6,494iApproximate average salary by contribution assumption: employee only about $162,340 at 4% or $108,227 at 6%; with 50% employer match about $108,227 at 4% or $72,151 at 6%; with 100% employer match about $81,170 at 4% or $54,113 at 6%. |
| WEBULL TECHNOLOGY 401(K) PLAN | - | 89 | $1,802,360 | $577,932 | $6,494iApproximate average salary by contribution assumption: employee only about $162,340 at 4% or $108,227 at 6%; with 50% employer match about $108,227 at 4% or $72,151 at 6%; with 100% employer match about $81,170 at 4% or $54,113 at 6%. |