OLDE WEALTH MANAGEMENT, L.L.C.
Plan context: OLDE WEALTH MANAGEMENT 401(K) PS PLAN
EIN 84-5048001 • Redmond, WA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$2,262,974
2025 Contributions
$108,800
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 | 2 | $2,262,974 | $108,800 | $54,400iApproximate average salary by contribution assumption: employee only about $1,360,000 at 4% or $906,667 at 6%; with 50% employer match about $906,667 at 4% or $604,444 at 6%; with 100% employer match about $680,000 at 4% or $453,333 at 6%. |
| OLDE WEALTH MANAGEMENT 401(K) PS PLAN | - | 2 | $2,262,974 | $108,800 | $54,400iApproximate average salary by contribution assumption: employee only about $1,360,000 at 4% or $906,667 at 6%; with 50% employer match about $906,667 at 4% or $604,444 at 6%; with 100% employer match about $680,000 at 4% or $453,333 at 6%. |
| 2024 | 1 | 3 | $1,790,801 | $107,844 | $35,948iApproximate average salary by contribution assumption: employee only about $898,700 at 4% or $599,133 at 6%; with 50% employer match about $599,133 at 4% or $399,422 at 6%; with 100% employer match about $449,350 at 4% or $299,567 at 6%. |
| OLDE WEALTH MANAGEMENT 401(K) PS PLAN | - | 3 | $1,790,801 | $107,844 | $35,948iApproximate average salary by contribution assumption: employee only about $898,700 at 4% or $599,133 at 6%; with 50% employer match about $599,133 at 4% or $399,422 at 6%; with 100% employer match about $449,350 at 4% or $299,567 at 6%. |