BULLINGER WEALTH MANAGEMENT LLC
Plan context: BULLINGER WEALTH MANAGEMENT 401(K) PLAN
EIN 86-2426516 • Wichita Falls, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$279,220
2025 Contributions
$82,133
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 | 2 | $279,220 | $82,133 | $41,067iApproximate average salary by contribution assumption: employee only about $1,026,663 at 4% or $684,442 at 6%; with 50% employer match about $684,442 at 4% or $456,294 at 6%; with 100% employer match about $513,331 at 4% or $342,221 at 6%. |
| BULLINGER WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $279,220 | $82,133 | $41,067iApproximate average salary by contribution assumption: employee only about $1,026,663 at 4% or $684,442 at 6%; with 50% employer match about $684,442 at 4% or $456,294 at 6%; with 100% employer match about $513,331 at 4% or $342,221 at 6%. |
| 2024 | 1 | 2 | $161,959 | $37,579 | $18,790iApproximate average salary by contribution assumption: employee only about $469,738 at 4% or $313,158 at 6%; with 50% employer match about $313,158 at 4% or $208,772 at 6%; with 100% employer match about $234,869 at 4% or $156,579 at 6%. |
| BULLINGER WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $161,959 | $37,579 | $18,790iApproximate average salary by contribution assumption: employee only about $469,738 at 4% or $313,158 at 6%; with 50% employer match about $313,158 at 4% or $208,772 at 6%; with 100% employer match about $234,869 at 4% or $156,579 at 6%. |
| 2023 | 1 | 2 | $104,780 | $36,586 | $18,293iApproximate average salary by contribution assumption: employee only about $457,325 at 4% or $304,883 at 6%; with 50% employer match about $304,883 at 4% or $203,256 at 6%; with 100% employer match about $228,663 at 4% or $152,442 at 6%. |
| BULLINGER WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $104,780 | $36,586 | $18,293iApproximate average salary by contribution assumption: employee only about $457,325 at 4% or $304,883 at 6%; with 50% employer match about $304,883 at 4% or $203,256 at 6%; with 100% employer match about $228,663 at 4% or $152,442 at 6%. |
| 2022 | 1 | 2 | $57,623 | $36,052 | $18,026iApproximate average salary by contribution assumption: employee only about $450,650 at 4% or $300,433 at 6%; with 50% employer match about $300,433 at 4% or $200,289 at 6%; with 100% employer match about $225,325 at 4% or $150,217 at 6%. |
| BULLINGER WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $57,623 | $36,052 | $18,026iApproximate average salary by contribution assumption: employee only about $450,650 at 4% or $300,433 at 6%; with 50% employer match about $300,433 at 4% or $200,289 at 6%; with 100% employer match about $225,325 at 4% or $150,217 at 6%. |
| 2021 | 1 | 2 | $24,888 | $24,403 | $12,202iApproximate average salary by contribution assumption: employee only about $305,038 at 4% or $203,358 at 6%; with 50% employer match about $203,358 at 4% or $135,572 at 6%; with 100% employer match about $152,519 at 4% or $101,679 at 6%. |
| BULLINGER WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $24,888 | $24,403 | $12,202iApproximate average salary by contribution assumption: employee only about $305,038 at 4% or $203,358 at 6%; with 50% employer match about $203,358 at 4% or $135,572 at 6%; with 100% employer match about $152,519 at 4% or $101,679 at 6%. |