Connectus Wealth LLC
Plan context: Connectus Wealth LLC 401(K) Retirement Plan
EIN 85-2914241 • New Hyde Park, NY • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
149
2024 Assets
$8,710,702
2024 Contributions
$1,789,149
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 | 0 | $0 | $1,789,149 | - |
| Connectus Wealth LLC 401(K) Retirement Plan | - | 0 | - | $1,789,149 | - |
| 2023 | 1 | 149 | $8,710,702 | $1,683,865 | $11,301iApproximate average salary by contribution assumption: employee only about $282,528 at 4% or $188,352 at 6%; with 50% employer match about $188,352 at 4% or $125,568 at 6%; with 100% employer match about $141,264 at 4% or $94,176 at 6%. |
| Connectus Wealth LLC 401(K) Retirement Plan | - | 149 | $8,710,702 | $1,683,865 | $11,301iApproximate average salary by contribution assumption: employee only about $282,528 at 4% or $188,352 at 6%; with 50% employer match about $188,352 at 4% or $125,568 at 6%; with 100% employer match about $141,264 at 4% or $94,176 at 6%. |
| 2022 | 1 | 90 | $2,152,178 | $2,036,482 | $22,628iApproximate average salary by contribution assumption: employee only about $565,689 at 4% or $377,126 at 6%; with 50% employer match about $377,126 at 4% or $251,418 at 6%; with 100% employer match about $282,845 at 4% or $188,563 at 6%. |
| Connectus Wealth LLC 401(K) Retirement Plan | - | 90 | $2,152,178 | $2,036,482 | $22,628iApproximate average salary by contribution assumption: employee only about $565,689 at 4% or $377,126 at 6%; with 50% employer match about $377,126 at 4% or $251,418 at 6%; with 100% employer match about $282,845 at 4% or $188,563 at 6%. |
| 2021 | 1 | 63 | $281,612 | $263,012 | $4,175iApproximate average salary by contribution assumption: employee only about $104,370 at 4% or $69,580 at 6%; with 50% employer match about $69,580 at 4% or $46,387 at 6%; with 100% employer match about $52,185 at 4% or $34,790 at 6%. |
| Connectus Wealth LLC 401(K) Retirement Plan | - | 63 | $281,612 | $263,012 | $4,175iApproximate average salary by contribution assumption: employee only about $104,370 at 4% or $69,580 at 6%; with 50% employer match about $69,580 at 4% or $46,387 at 6%; with 100% employer match about $52,185 at 4% or $34,790 at 6%. |