Generations Tax & Wealth Manag
Plan context: Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust
EIN 85-4203137 • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$39,165
2025 Contributions
$13,401
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 | 12 | $39,165 | $13,401 | $1,117iApproximate average salary by contribution assumption: employee only about $27,919 at 4% or $18,613 at 6%; with 50% employer match about $18,613 at 4% or $12,408 at 6%; with 100% employer match about $13,959 at 4% or $9,306 at 6%. |
| Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust | - | 12 | $39,165 | $13,401 | $1,117iApproximate average salary by contribution assumption: employee only about $27,919 at 4% or $18,613 at 6%; with 50% employer match about $18,613 at 4% or $12,408 at 6%; with 100% employer match about $13,959 at 4% or $9,306 at 6%. |
| 2024 | 1 | 12 | $144,103 | $78,826 | $6,569iApproximate average salary by contribution assumption: employee only about $164,221 at 4% or $109,481 at 6%; with 50% employer match about $109,481 at 4% or $72,987 at 6%; with 100% employer match about $82,110 at 4% or $54,740 at 6%. |
| Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust | - | 12 | $144,103 | $78,826 | $6,569iApproximate average salary by contribution assumption: employee only about $164,221 at 4% or $109,481 at 6%; with 50% employer match about $109,481 at 4% or $72,987 at 6%; with 100% employer match about $82,110 at 4% or $54,740 at 6%. |
| 2023 | 1 | 11 | $124,593 | $55,772 | $5,070iApproximate average salary by contribution assumption: employee only about $126,755 at 4% or $84,503 at 6%; with 50% employer match about $84,503 at 4% or $56,335 at 6%; with 100% employer match about $63,377 at 4% or $42,252 at 6%. |
| Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust | - | 11 | $124,593 | $55,772 | $5,070iApproximate average salary by contribution assumption: employee only about $126,755 at 4% or $84,503 at 6%; with 50% employer match about $84,503 at 4% or $56,335 at 6%; with 100% employer match about $63,377 at 4% or $42,252 at 6%. |
| 2022 | 1 | 9 | $66,456 | $48,296 | $5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%. |
| Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust | - | 9 | $66,456 | $48,296 | $5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%. |
| 2021 | 1 | 9 | $52,806 | $49,581 | $5,509iApproximate average salary by contribution assumption: employee only about $137,725 at 4% or $91,817 at 6%; with 50% employer match about $91,817 at 4% or $61,211 at 6%; with 100% employer match about $68,863 at 4% or $45,908 at 6%. |
| Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust | - | 9 | $52,806 | $49,581 | $5,509iApproximate average salary by contribution assumption: employee only about $137,725 at 4% or $91,817 at 6%; with 50% employer match about $91,817 at 4% or $61,211 at 6%; with 100% employer match about $68,863 at 4% or $45,908 at 6%. |
| 2020 | 1 | 11 | $0 | $0 | - |
| Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust | - | 11 | - | - | - |