S C WILKS WEALTH PLANNING LLC
Plan context: S C WILKS WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 86-2350171 • Milford, OH • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$635,427
2025 Contributions
$195,890
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 | $635,427 | $195,890 | $48,973iApproximate average salary by contribution assumption: employee only about $1,224,313 at 4% or $816,208 at 6%; with 50% employer match about $816,208 at 4% or $544,139 at 6%; with 100% employer match about $612,156 at 4% or $408,104 at 6%. |
| S C WILKS WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $635,427 | $195,890 | $48,973iApproximate average salary by contribution assumption: employee only about $1,224,313 at 4% or $816,208 at 6%; with 50% employer match about $816,208 at 4% or $544,139 at 6%; with 100% employer match about $612,156 at 4% or $408,104 at 6%. |
| 2024 | 1 | 4 | $360,839 | $89,041 | $22,260iApproximate average salary by contribution assumption: employee only about $556,506 at 4% or $371,004 at 6%; with 50% employer match about $371,004 at 4% or $247,336 at 6%; with 100% employer match about $278,253 at 4% or $185,502 at 6%. |
| S C WILKS WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $360,839 | $89,041 | $22,260iApproximate average salary by contribution assumption: employee only about $556,506 at 4% or $371,004 at 6%; with 50% employer match about $371,004 at 4% or $247,336 at 6%; with 100% employer match about $278,253 at 4% or $185,502 at 6%. |
| 2023 | 1 | 5 | $242,280 | $112,145 | $22,429iApproximate average salary by contribution assumption: employee only about $560,725 at 4% or $373,817 at 6%; with 50% employer match about $373,817 at 4% or $249,211 at 6%; with 100% employer match about $280,363 at 4% or $186,908 at 6%. |
| S C WILKS WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $242,280 | $112,145 | $22,429iApproximate average salary by contribution assumption: employee only about $560,725 at 4% or $373,817 at 6%; with 50% employer match about $373,817 at 4% or $249,211 at 6%; with 100% employer match about $280,363 at 4% or $186,908 at 6%. |
| 2022 | 1 | 5 | $100,399 | $77,555 | $15,511iApproximate average salary by contribution assumption: employee only about $387,775 at 4% or $258,517 at 6%; with 50% employer match about $258,517 at 4% or $172,344 at 6%; with 100% employer match about $193,888 at 4% or $129,258 at 6%. |
| S C WILKS WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $100,399 | $77,555 | $15,511iApproximate average salary by contribution assumption: employee only about $387,775 at 4% or $258,517 at 6%; with 50% employer match about $258,517 at 4% or $172,344 at 6%; with 100% employer match about $193,888 at 4% or $129,258 at 6%. |
| 2021 | 1 | 5 | $35,487 | $34,936 | $6,987iApproximate average salary by contribution assumption: employee only about $174,680 at 4% or $116,453 at 6%; with 50% employer match about $116,453 at 4% or $77,636 at 6%; with 100% employer match about $87,340 at 4% or $58,227 at 6%. |
| S C WILKS WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $35,487 | $34,936 | $6,987iApproximate average salary by contribution assumption: employee only about $174,680 at 4% or $116,453 at 6%; with 50% employer match about $116,453 at 4% or $77,636 at 6%; with 100% employer match about $87,340 at 4% or $58,227 at 6%. |