AUSPERITY PRIVATE WEALTH, LLC
Plan context: AUSPERITY PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN
EIN 87-2276671 • Moorestown, NJ • 6 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$1,992,899
2025 Contributions
$301,685
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 | 2 | 10 | $1,992,899 | $301,685 | $30,169iApproximate average salary by contribution assumption: employee only about $754,213 at 4% or $502,808 at 6%; with 50% employer match about $502,808 at 4% or $335,206 at 6%; with 100% employer match about $377,106 at 4% or $251,404 at 6%. |
| AUSPERITY PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN | - | 10 | $1,878,979 | $247,401 | $24,740iApproximate average salary by contribution assumption: employee only about $618,503 at 4% or $412,335 at 6%; with 50% employer match about $412,335 at 4% or $274,890 at 6%; with 100% employer match about $309,251 at 4% or $206,168 at 6%. |
| AUSPERITY PRIVATE WEALTH, LLC CASH BALANCE PLAN | - | 4 | $113,920 | $54,284 | $13,571iApproximate average salary by contribution assumption: employee only about $339,275 at 4% or $226,183 at 6%; with 50% employer match about $226,183 at 4% or $150,789 at 6%; with 100% employer match about $169,638 at 4% or $113,092 at 6%. |
| 2024 | 2 | 9 | $1,395,686 | $274,835 | $30,537iApproximate average salary by contribution assumption: employee only about $763,431 at 4% or $508,954 at 6%; with 50% employer match about $508,954 at 4% or $339,302 at 6%; with 100% employer match about $381,715 at 4% or $254,477 at 6%. |
| AUSPERITY PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN | - | 9 | $1,343,774 | $222,923 | $24,769iApproximate average salary by contribution assumption: employee only about $619,231 at 4% or $412,820 at 6%; with 50% employer match about $412,820 at 4% or $275,214 at 6%; with 100% employer match about $309,615 at 4% or $206,410 at 6%. |
| AUSPERITY PRIVATE WEALTH, LLC CASH BALANCE PLAN | - | 4 | $51,912 | $51,912 | $12,978iApproximate average salary by contribution assumption: employee only about $324,450 at 4% or $216,300 at 6%; with 50% employer match about $216,300 at 4% or $144,200 at 6%; with 100% employer match about $162,225 at 4% or $108,150 at 6%. |
| 2023 | 1 | 7 | $966,861 | $142,235 | $20,319iApproximate average salary by contribution assumption: employee only about $507,982 at 4% or $338,655 at 6%; with 50% employer match about $338,655 at 4% or $225,770 at 6%; with 100% employer match about $253,991 at 4% or $169,327 at 6%. |
| AUSPERITY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $966,861 | $142,235 | $20,319iApproximate average salary by contribution assumption: employee only about $507,982 at 4% or $338,655 at 6%; with 50% employer match about $338,655 at 4% or $225,770 at 6%; with 100% employer match about $253,991 at 4% or $169,327 at 6%. |
| 2022 | 1 | 5 | $676,146 | $784,967 | $156,993iApproximate average salary by contribution assumption: employee only about $3,924,835 at 4% or $2,616,557 at 6%; with 50% employer match about $2,616,557 at 4% or $1,744,371 at 6%; with 100% employer match about $1,962,418 at 4% or $1,308,278 at 6%. |
| AUSPERITY PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $676,146 | $784,967 | $156,993iApproximate average salary by contribution assumption: employee only about $3,924,835 at 4% or $2,616,557 at 6%; with 50% employer match about $2,616,557 at 4% or $1,744,371 at 6%; with 100% employer match about $1,962,418 at 4% or $1,308,278 at 6%. |