ONE PLUS ONE WEALTH MANAGEMENT
Plan context: ONE + ONE WEALTH MANAGEMENT 401(K) PLAN
EIN 85-2795821 • Jupiter, FL • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,475,692
2025 Contributions
$293,870
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 | 8 | $1,475,692 | $293,870 | $36,734iApproximate average salary by contribution assumption: employee only about $918,344 at 4% or $612,229 at 6%; with 50% employer match about $612,229 at 4% or $408,153 at 6%; with 100% employer match about $459,172 at 4% or $306,115 at 6%. |
| ONE + ONE WEALTH MANAGEMENT 401(K) PLAN | - | 8 | $1,475,692 | $293,870 | $36,734iApproximate average salary by contribution assumption: employee only about $918,344 at 4% or $612,229 at 6%; with 50% employer match about $612,229 at 4% or $408,153 at 6%; with 100% employer match about $459,172 at 4% or $306,115 at 6%. |
| 2024 | 1 | 7 | $809,972 | $267,307 | $38,187iApproximate average salary by contribution assumption: employee only about $954,668 at 4% or $636,445 at 6%; with 50% employer match about $636,445 at 4% or $424,297 at 6%; with 100% employer match about $477,334 at 4% or $318,223 at 6%. |
| ONE + ONE WEALTH MANAGEMENT 401(K) PLAN | - | 7 | $809,972 | $267,307 | $38,187iApproximate average salary by contribution assumption: employee only about $954,668 at 4% or $636,445 at 6%; with 50% employer match about $636,445 at 4% or $424,297 at 6%; with 100% employer match about $477,334 at 4% or $318,223 at 6%. |
| 2023 | 1 | 7 | $483,300 | $160,138 | $22,877iApproximate average salary by contribution assumption: employee only about $571,921 at 4% or $381,281 at 6%; with 50% employer match about $381,281 at 4% or $254,187 at 6%; with 100% employer match about $285,961 at 4% or $190,640 at 6%. |
| ONE ONE WEALTH MANAGEMENT 401K PS PLAN | - | 7 | $483,300 | $160,138 | $22,877iApproximate average salary by contribution assumption: employee only about $571,921 at 4% or $381,281 at 6%; with 50% employer match about $381,281 at 4% or $254,187 at 6%; with 100% employer match about $285,961 at 4% or $190,640 at 6%. |
| 2022 | 1 | 7 | $325,487 | $272,909 | $38,987iApproximate average salary by contribution assumption: employee only about $974,675 at 4% or $649,783 at 6%; with 50% employer match about $649,783 at 4% or $433,189 at 6%; with 100% employer match about $487,338 at 4% or $324,892 at 6%. |
| ONE ONE WEALTH MANAGEMENT 401K PS PLAN | - | 7 | $325,487 | $272,909 | $38,987iApproximate average salary by contribution assumption: employee only about $974,675 at 4% or $649,783 at 6%; with 50% employer match about $649,783 at 4% or $433,189 at 6%; with 100% employer match about $487,338 at 4% or $324,892 at 6%. |
| 2021 | 1 | 5 | $80,893 | $81,630 | $16,326iApproximate average salary by contribution assumption: employee only about $408,150 at 4% or $272,100 at 6%; with 50% employer match about $272,100 at 4% or $181,400 at 6%; with 100% employer match about $204,075 at 4% or $136,050 at 6%. |
| ONE ONE WEALTH MANAGEMENT 401K PS PLAN | - | 5 | $80,893 | $81,630 | $16,326iApproximate average salary by contribution assumption: employee only about $408,150 at 4% or $272,100 at 6%; with 50% employer match about $272,100 at 4% or $181,400 at 6%; with 100% employer match about $204,075 at 4% or $136,050 at 6%. |