BKM WEALTH MANAGEMENT, LLC
Plan context: BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
EIN 84-4983942 • Little Chute, WI • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$3,396,177
2025 Contributions
$300,379
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 | 9 | $3,396,177 | $300,379 | $33,375iApproximate average salary by contribution assumption: employee only about $834,386 at 4% or $556,257 at 6%; with 50% employer match about $556,257 at 4% or $370,838 at 6%; with 100% employer match about $417,193 at 4% or $278,129 at 6%. |
| BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 9 | $3,396,177 | $300,379 | $33,375iApproximate average salary by contribution assumption: employee only about $834,386 at 4% or $556,257 at 6%; with 50% employer match about $556,257 at 4% or $370,838 at 6%; with 100% employer match about $417,193 at 4% or $278,129 at 6%. |
| 2024 | 1 | 8 | $2,654,271 | $422,807 | $52,851iApproximate average salary by contribution assumption: employee only about $1,321,272 at 4% or $880,848 at 6%; with 50% employer match about $880,848 at 4% or $587,232 at 6%; with 100% employer match about $660,636 at 4% or $440,424 at 6%. |
| BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 8 | $2,654,271 | $422,807 | $52,851iApproximate average salary by contribution assumption: employee only about $1,321,272 at 4% or $880,848 at 6%; with 50% employer match about $880,848 at 4% or $587,232 at 6%; with 100% employer match about $660,636 at 4% or $440,424 at 6%. |
| 2023 | 1 | 7 | $1,985,633 | $357,737 | $51,105iApproximate average salary by contribution assumption: employee only about $1,277,632 at 4% or $851,755 at 6%; with 50% employer match about $851,755 at 4% or $567,837 at 6%; with 100% employer match about $638,816 at 4% or $425,877 at 6%. |
| BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 7 | $1,985,633 | $357,737 | $51,105iApproximate average salary by contribution assumption: employee only about $1,277,632 at 4% or $851,755 at 6%; with 50% employer match about $851,755 at 4% or $567,837 at 6%; with 100% employer match about $638,816 at 4% or $425,877 at 6%. |
| 2022 | 1 | 7 | $1,379,618 | $330,006 | $47,144iApproximate average salary by contribution assumption: employee only about $1,178,593 at 4% or $785,729 at 6%; with 50% employer match about $785,729 at 4% or $523,819 at 6%; with 100% employer match about $589,296 at 4% or $392,864 at 6%. |
| BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 7 | $1,379,618 | $330,006 | $47,144iApproximate average salary by contribution assumption: employee only about $1,178,593 at 4% or $785,729 at 6%; with 50% employer match about $785,729 at 4% or $523,819 at 6%; with 100% employer match about $589,296 at 4% or $392,864 at 6%. |
| 2021 | 1 | 7 | $1,274,569 | $539,119 | $77,017iApproximate average salary by contribution assumption: employee only about $1,925,425 at 4% or $1,283,617 at 6%; with 50% employer match about $1,283,617 at 4% or $855,744 at 6%; with 100% employer match about $962,713 at 4% or $641,808 at 6%. |
| BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 7 | $1,274,569 | $539,119 | $77,017iApproximate average salary by contribution assumption: employee only about $1,925,425 at 4% or $1,283,617 at 6%; with 50% employer match about $1,283,617 at 4% or $855,744 at 6%; with 100% employer match about $962,713 at 4% or $641,808 at 6%. |
| 2020 | 1 | 2 | $635,168 | $634,750 | $317,375iApproximate average salary by contribution assumption: employee only about $7,934,375 at 4% or $5,289,583 at 6%; with 50% employer match about $5,289,583 at 4% or $3,526,389 at 6%; with 100% employer match about $3,967,188 at 4% or $2,644,792 at 6%. |
| BKM WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $635,168 | $634,750 | $317,375iApproximate average salary by contribution assumption: employee only about $7,934,375 at 4% or $5,289,583 at 6%; with 50% employer match about $5,289,583 at 4% or $3,526,389 at 6%; with 100% employer match about $3,967,188 at 4% or $2,644,792 at 6%. |