Global Trends Wealth Managment LLC
Plan context: Global Trends Wealth Management LLC 401(K) Profit Sharing Plan
EIN 86-1714728 • Norton Shores, MI • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$284,609
2025 Contributions
$52,073
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 | $284,609 | $52,073 | $17,358iApproximate average salary by contribution assumption: employee only about $433,942 at 4% or $289,294 at 6%; with 50% employer match about $289,294 at 4% or $192,863 at 6%; with 100% employer match about $216,971 at 4% or $144,647 at 6%. |
| Global Trends Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $284,609 | $52,073 | $17,358iApproximate average salary by contribution assumption: employee only about $433,942 at 4% or $289,294 at 6%; with 50% employer match about $289,294 at 4% or $192,863 at 6%; with 100% employer match about $216,971 at 4% or $144,647 at 6%. |
| 2024 | 1 | 2 | $213,930 | $42,785 | $21,393iApproximate average salary by contribution assumption: employee only about $534,813 at 4% or $356,542 at 6%; with 50% employer match about $356,542 at 4% or $237,694 at 6%; with 100% employer match about $267,406 at 4% or $178,271 at 6%. |
| Global Trends Wealth Management LLC 401(K) Profit Sharing Plan | - | 2 | $213,930 | $42,785 | $21,393iApproximate average salary by contribution assumption: employee only about $534,813 at 4% or $356,542 at 6%; with 50% employer match about $356,542 at 4% or $237,694 at 6%; with 100% employer match about $267,406 at 4% or $178,271 at 6%. |
| 2023 | 1 | 3 | $169,430 | $42,896 | $14,299iApproximate average salary by contribution assumption: employee only about $357,467 at 4% or $238,311 at 6%; with 50% employer match about $238,311 at 4% or $158,874 at 6%; with 100% employer match about $178,733 at 4% or $119,156 at 6%. |
| Global Trends Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $169,430 | $42,896 | $14,299iApproximate average salary by contribution assumption: employee only about $357,467 at 4% or $238,311 at 6%; with 50% employer match about $238,311 at 4% or $158,874 at 6%; with 100% employer match about $178,733 at 4% or $119,156 at 6%. |
| 2022 | 1 | 3 | $114,933 | $116,775 | $38,925iApproximate average salary by contribution assumption: employee only about $973,125 at 4% or $648,750 at 6%; with 50% employer match about $648,750 at 4% or $432,500 at 6%; with 100% employer match about $486,563 at 4% or $324,375 at 6%. |
| Global Trends Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $114,933 | $116,775 | $38,925iApproximate average salary by contribution assumption: employee only about $973,125 at 4% or $648,750 at 6%; with 50% employer match about $648,750 at 4% or $432,500 at 6%; with 100% employer match about $486,563 at 4% or $324,375 at 6%. |