Green Wealth Management Group
Plan context: Green Wealth Management Group 401(K) Profit Sharing Plan & Trust
EIN 86-3322118 • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,976,608
2024 Contributions
$259,659
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,976,608 | $259,659 | $28,851iApproximate average salary by contribution assumption: employee only about $721,275 at 4% or $480,850 at 6%; with 50% employer match about $480,850 at 4% or $320,567 at 6%; with 100% employer match about $360,638 at 4% or $240,425 at 6%. |
| Green Wealth Management Group 401(K) Profit Sharing Plan & Trust | - | 9 | $1,976,608 | $259,659 | $28,851iApproximate average salary by contribution assumption: employee only about $721,275 at 4% or $480,850 at 6%; with 50% employer match about $480,850 at 4% or $320,567 at 6%; with 100% employer match about $360,638 at 4% or $240,425 at 6%. |
| 2023 | 1 | 7 | $1,794,627 | $206,588 | $29,513iApproximate average salary by contribution assumption: employee only about $737,814 at 4% or $491,876 at 6%; with 50% employer match about $491,876 at 4% or $327,917 at 6%; with 100% employer match about $368,907 at 4% or $245,938 at 6%. |
| Green Wealth Management Group 401(K) Profit Sharing Plan & Trust | - | 7 | $1,794,627 | $206,588 | $29,513iApproximate average salary by contribution assumption: employee only about $737,814 at 4% or $491,876 at 6%; with 50% employer match about $491,876 at 4% or $327,917 at 6%; with 100% employer match about $368,907 at 4% or $245,938 at 6%. |
| 2022 | 1 | 7 | $1,293,953 | $142,666 | $20,381iApproximate average salary by contribution assumption: employee only about $509,521 at 4% or $339,681 at 6%; with 50% employer match about $339,681 at 4% or $226,454 at 6%; with 100% employer match about $254,761 at 4% or $169,840 at 6%. |
| Green Wealth Management Group 401(K) Profit Sharing Plan & Trust | - | 7 | $1,293,953 | $142,666 | $20,381iApproximate average salary by contribution assumption: employee only about $509,521 at 4% or $339,681 at 6%; with 50% employer match about $339,681 at 4% or $226,454 at 6%; with 100% employer match about $254,761 at 4% or $169,840 at 6%. |
| 2021 | 1 | 4 | $1,477,564 | $1,424,577 | $356,144iApproximate average salary by contribution assumption: employee only about $8,903,606 at 4% or $5,935,738 at 6%; with 50% employer match about $5,935,738 at 4% or $3,957,158 at 6%; with 100% employer match about $4,451,803 at 4% or $2,967,869 at 6%. |
| Green Wealth Management Group 401(K) Profit Sharing Plan & Trust | - | 4 | $1,477,564 | $1,424,577 | $356,144iApproximate average salary by contribution assumption: employee only about $8,903,606 at 4% or $5,935,738 at 6%; with 50% employer match about $5,935,738 at 4% or $3,957,158 at 6%; with 100% employer match about $4,451,803 at 4% or $2,967,869 at 6%. |