YOUNG AMERICAN WEALTH MANAGEMENT, LLC
Plan context: YOUNG AMERICAN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
EIN 86-2003784 • New Braunfels, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$404,114
2025 Contributions
$74,966
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 | 4 | $404,114 | $74,966 | $18,742iApproximate average salary by contribution assumption: employee only about $468,538 at 4% or $312,358 at 6%; with 50% employer match about $312,358 at 4% or $208,239 at 6%; with 100% employer match about $234,269 at 4% or $156,179 at 6%. |
| YOUNG AMERICAN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $404,114 | $74,966 | $18,742iApproximate average salary by contribution assumption: employee only about $468,538 at 4% or $312,358 at 6%; with 50% employer match about $312,358 at 4% or $208,239 at 6%; with 100% employer match about $234,269 at 4% or $156,179 at 6%. |
| 2024 | 1 | 4 | $281,954 | $69,573 | $17,393iApproximate average salary by contribution assumption: employee only about $434,831 at 4% or $289,888 at 6%; with 50% employer match about $289,888 at 4% or $193,258 at 6%; with 100% employer match about $217,416 at 4% or $144,944 at 6%. |
| YOUNG AMERICAN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $281,954 | $69,573 | $17,393iApproximate average salary by contribution assumption: employee only about $434,831 at 4% or $289,888 at 6%; with 50% employer match about $289,888 at 4% or $193,258 at 6%; with 100% employer match about $217,416 at 4% or $144,944 at 6%. |
| 2023 | 1 | 3 | $183,421 | $64,516 | $21,505iApproximate average salary by contribution assumption: employee only about $537,633 at 4% or $358,422 at 6%; with 50% employer match about $358,422 at 4% or $238,948 at 6%; with 100% employer match about $268,817 at 4% or $179,211 at 6%. |
| YOUNG AMERICAN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $183,421 | $64,516 | $21,505iApproximate average salary by contribution assumption: employee only about $537,633 at 4% or $358,422 at 6%; with 50% employer match about $358,422 at 4% or $238,948 at 6%; with 100% employer match about $268,817 at 4% or $179,211 at 6%. |
| 2022 | 1 | 3 | $92,140 | $71,029 | $23,676iApproximate average salary by contribution assumption: employee only about $591,908 at 4% or $394,606 at 6%; with 50% employer match about $394,606 at 4% or $263,070 at 6%; with 100% employer match about $295,954 at 4% or $197,303 at 6%. |
| YOUNG AMERICAN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $92,140 | $71,029 | $23,676iApproximate average salary by contribution assumption: employee only about $591,908 at 4% or $394,606 at 6%; with 50% employer match about $394,606 at 4% or $263,070 at 6%; with 100% employer match about $295,954 at 4% or $197,303 at 6%. |
| 2021 | 1 | 2 | $26,303 | $25,435 | $12,718iApproximate average salary by contribution assumption: employee only about $317,938 at 4% or $211,958 at 6%; with 50% employer match about $211,958 at 4% or $141,306 at 6%; with 100% employer match about $158,969 at 4% or $105,979 at 6%. |
| YOUNG AMERICAN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $26,303 | $25,435 | $12,718iApproximate average salary by contribution assumption: employee only about $317,938 at 4% or $211,958 at 6%; with 50% employer match about $211,958 at 4% or $141,306 at 6%; with 100% employer match about $158,969 at 4% or $105,979 at 6%. |