Defined Wealth Management LLC
Plan context: Defined Wealth Management 401(K) Plan
EIN 84-4409209 • Beaverton, OR • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,568,998
2024 Contributions
$159,668
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,568,998 | $159,668 | $39,917iApproximate average salary by contribution assumption: employee only about $997,925 at 4% or $665,283 at 6%; with 50% employer match about $665,283 at 4% or $443,522 at 6%; with 100% employer match about $498,963 at 4% or $332,642 at 6%. |
| Defined Wealth Management 401(K) Plan | - | 4 | $1,568,998 | $159,668 | $39,917iApproximate average salary by contribution assumption: employee only about $997,925 at 4% or $665,283 at 6%; with 50% employer match about $665,283 at 4% or $443,522 at 6%; with 100% employer match about $498,963 at 4% or $332,642 at 6%. |
| 2023 | 1 | 4 | $1,231,607 | $125,220 | $31,305iApproximate average salary by contribution assumption: employee only about $782,625 at 4% or $521,750 at 6%; with 50% employer match about $521,750 at 4% or $347,833 at 6%; with 100% employer match about $391,313 at 4% or $260,875 at 6%. |
| Defined Wealth Management 401(K) Plan | - | 4 | $1,231,607 | $125,220 | $31,305iApproximate average salary by contribution assumption: employee only about $782,625 at 4% or $521,750 at 6%; with 50% employer match about $521,750 at 4% or $347,833 at 6%; with 100% employer match about $391,313 at 4% or $260,875 at 6%. |
| 2022 | 1 | 4 | $936,097 | $234,073 | $58,518iApproximate average salary by contribution assumption: employee only about $1,462,956 at 4% or $975,304 at 6%; with 50% employer match about $975,304 at 4% or $650,203 at 6%; with 100% employer match about $731,478 at 4% or $487,652 at 6%. |
| Defined Wealth Management 401(K) Plan | - | 4 | $936,097 | $234,073 | $58,518iApproximate average salary by contribution assumption: employee only about $1,462,956 at 4% or $975,304 at 6%; with 50% employer match about $975,304 at 4% or $650,203 at 6%; with 100% employer match about $731,478 at 4% or $487,652 at 6%. |
| 2021 | 1 | 3 | $845,333 | $106,015 | $35,338iApproximate average salary by contribution assumption: employee only about $883,458 at 4% or $588,972 at 6%; with 50% employer match about $588,972 at 4% or $392,648 at 6%; with 100% employer match about $441,729 at 4% or $294,486 at 6%. |
| Defined Wealth Management 401(K) Plan | - | 3 | $845,333 | $106,015 | $35,338iApproximate average salary by contribution assumption: employee only about $883,458 at 4% or $588,972 at 6%; with 50% employer match about $588,972 at 4% or $392,648 at 6%; with 100% employer match about $441,729 at 4% or $294,486 at 6%. |
| 2020 | 1 | 3 | $633,717 | $564,086 | $188,029iApproximate average salary by contribution assumption: employee only about $4,700,717 at 4% or $3,133,811 at 6%; with 50% employer match about $3,133,811 at 4% or $2,089,207 at 6%; with 100% employer match about $2,350,358 at 4% or $1,566,906 at 6%. |
| Defined Wealth Management 401(K) Plan | - | 3 | $633,717 | $564,086 | $188,029iApproximate average salary by contribution assumption: employee only about $4,700,717 at 4% or $3,133,811 at 6%; with 50% employer match about $3,133,811 at 4% or $2,089,207 at 6%; with 100% employer match about $2,350,358 at 4% or $1,566,906 at 6%. |