Lighthouse Wealth Partners LLC
Plan context: Lighthouse Wealth Partners 401(K) Plan
EIN 87-2101952 • Racine, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$844,425
2024 Contributions
$69,296
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 | 5 | $844,425 | $69,296 | $13,859iApproximate average salary by contribution assumption: employee only about $346,480 at 4% or $230,987 at 6%; with 50% employer match about $230,987 at 4% or $153,991 at 6%; with 100% employer match about $173,240 at 4% or $115,493 at 6%. |
| Lighthouse Wealth Partners 401(K) Plan | - | 5 | $844,425 | $69,296 | $13,859iApproximate average salary by contribution assumption: employee only about $346,480 at 4% or $230,987 at 6%; with 50% employer match about $230,987 at 4% or $153,991 at 6%; with 100% employer match about $173,240 at 4% or $115,493 at 6%. |
| 2023 | 1 | 4 | $772,451 | $425,384 | $106,346iApproximate average salary by contribution assumption: employee only about $2,658,650 at 4% or $1,772,433 at 6%; with 50% employer match about $1,772,433 at 4% or $1,181,622 at 6%; with 100% employer match about $1,329,325 at 4% or $886,217 at 6%. |
| Lighthouse Wealth Partners 401(K) Plan | - | 4 | $772,451 | $425,384 | $106,346iApproximate average salary by contribution assumption: employee only about $2,658,650 at 4% or $1,772,433 at 6%; with 50% employer match about $1,772,433 at 4% or $1,181,622 at 6%; with 100% employer match about $1,329,325 at 4% or $886,217 at 6%. |
| 2022 | 1 | 4 | $250,101 | $244,802 | $61,201iApproximate average salary by contribution assumption: employee only about $1,530,013 at 4% or $1,020,008 at 6%; with 50% employer match about $1,020,008 at 4% or $680,006 at 6%; with 100% employer match about $765,006 at 4% or $510,004 at 6%. |
| Lighthouse Wealth Partners 401(K) Plan | - | 4 | $250,101 | $244,802 | $61,201iApproximate average salary by contribution assumption: employee only about $1,530,013 at 4% or $1,020,008 at 6%; with 50% employer match about $1,020,008 at 4% or $680,006 at 6%; with 100% employer match about $765,006 at 4% or $510,004 at 6%. |