ANCHOR WEALTH PARTNERS, LLC
Plan context: ANCHOR WEALTH PARTNERS 401(K) PLAN
EIN 86-1247703 • Waukesha, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$321,993
2025 Contributions
$55,235
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 | 3 | $321,993 | $55,235 | $18,412iApproximate average salary by contribution assumption: employee only about $460,292 at 4% or $306,861 at 6%; with 50% employer match about $306,861 at 4% or $204,574 at 6%; with 100% employer match about $230,146 at 4% or $153,431 at 6%. |
| ANCHOR WEALTH PARTNERS 401(K) PLAN | - | 3 | $321,993 | $55,235 | $18,412iApproximate average salary by contribution assumption: employee only about $460,292 at 4% or $306,861 at 6%; with 50% employer match about $306,861 at 4% or $204,574 at 6%; with 100% employer match about $230,146 at 4% or $153,431 at 6%. |
| 2023 | 1 | 2 | $122,116 | $51,295 | $25,648iApproximate average salary by contribution assumption: employee only about $641,188 at 4% or $427,458 at 6%; with 50% employer match about $427,458 at 4% or $284,972 at 6%; with 100% employer match about $320,594 at 4% or $213,729 at 6%. |
| ANCHOR WEALTH PARTNERS 401(K) PLAN | - | 2 | $122,116 | $51,295 | $25,648iApproximate average salary by contribution assumption: employee only about $641,188 at 4% or $427,458 at 6%; with 50% employer match about $427,458 at 4% or $284,972 at 6%; with 100% employer match about $320,594 at 4% or $213,729 at 6%. |
| 2022 | 1 | 3 | $47,186 | $52,521 | $17,507iApproximate average salary by contribution assumption: employee only about $437,675 at 4% or $291,783 at 6%; with 50% employer match about $291,783 at 4% or $194,522 at 6%; with 100% employer match about $218,838 at 4% or $145,892 at 6%. |
| ANCHOR WEALTH PARTNERS 401(K) PLAN | - | 3 | $47,186 | $52,521 | $17,507iApproximate average salary by contribution assumption: employee only about $437,675 at 4% or $291,783 at 6%; with 50% employer match about $291,783 at 4% or $194,522 at 6%; with 100% employer match about $218,838 at 4% or $145,892 at 6%. |