MY WEALTH PLANNERS LLC
Plan context: MY WEALTH PLANNERS LLC 401(K) PLAN
EIN 84-2685774 • Longmont, CO • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$270,727
2025 Contributions
$61,904
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 | 3 | $270,727 | $61,904 | $20,635iApproximate average salary by contribution assumption: employee only about $515,867 at 4% or $343,911 at 6%; with 50% employer match about $343,911 at 4% or $229,274 at 6%; with 100% employer match about $257,933 at 4% or $171,956 at 6%. |
| MY WEALTH PLANNERS LLC 401(K) PLAN | - | 3 | $270,727 | $61,904 | $20,635iApproximate average salary by contribution assumption: employee only about $515,867 at 4% or $343,911 at 6%; with 50% employer match about $343,911 at 4% or $229,274 at 6%; with 100% employer match about $257,933 at 4% or $171,956 at 6%. |
| 2024 | 1 | 4 | $196,502 | $69,939 | $17,485iApproximate average salary by contribution assumption: employee only about $437,119 at 4% or $291,413 at 6%; with 50% employer match about $291,413 at 4% or $194,275 at 6%; with 100% employer match about $218,559 at 4% or $145,706 at 6%. |
| MY WEALTH PLANNERS LLC 401(K) PLAN | - | 4 | $196,502 | $69,939 | $17,485iApproximate average salary by contribution assumption: employee only about $437,119 at 4% or $291,413 at 6%; with 50% employer match about $291,413 at 4% or $194,275 at 6%; with 100% employer match about $218,559 at 4% or $145,706 at 6%. |
| 2023 | 1 | 2 | $102,739 | $39,398 | $19,699iApproximate average salary by contribution assumption: employee only about $492,475 at 4% or $328,317 at 6%; with 50% employer match about $328,317 at 4% or $218,878 at 6%; with 100% employer match about $246,238 at 4% or $164,158 at 6%. |
| MY WEALTH PLANNERS LLC 401(K) PLAN | - | 2 | $102,739 | $39,398 | $19,699iApproximate average salary by contribution assumption: employee only about $492,475 at 4% or $328,317 at 6%; with 50% employer match about $328,317 at 4% or $218,878 at 6%; with 100% employer match about $246,238 at 4% or $164,158 at 6%. |
| 2022 | 1 | 2 | $67,299 | $40,845 | $20,423iApproximate average salary by contribution assumption: employee only about $510,563 at 4% or $340,375 at 6%; with 50% employer match about $340,375 at 4% or $226,917 at 6%; with 100% employer match about $255,281 at 4% or $170,188 at 6%. |
| MY WEALTH PLANNERS LLC 401(K) PLAN | - | 2 | $67,299 | $40,845 | $20,423iApproximate average salary by contribution assumption: employee only about $510,563 at 4% or $340,375 at 6%; with 50% employer match about $340,375 at 4% or $226,917 at 6%; with 100% employer match about $255,281 at 4% or $170,188 at 6%. |
| 2021 | 1 | 2 | $35,945 | $33,230 | $16,615iApproximate average salary by contribution assumption: employee only about $415,375 at 4% or $276,917 at 6%; with 50% employer match about $276,917 at 4% or $184,611 at 6%; with 100% employer match about $207,688 at 4% or $138,458 at 6%. |
| MY WEALTH PLANNERS LLC 401(K) PLAN | - | 2 | $35,945 | $33,230 | $16,615iApproximate average salary by contribution assumption: employee only about $415,375 at 4% or $276,917 at 6%; with 50% employer match about $276,917 at 4% or $184,611 at 6%; with 100% employer match about $207,688 at 4% or $138,458 at 6%. |