ARROWHEAD WEALTH PARTNERS, LLC
Plan context: ARROWHEAD WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN
EIN 87-3286723 • Glendale, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,360,016
2025 Contributions
$214,860
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 | 6 | $1,360,016 | $214,860 | $35,810iApproximate average salary by contribution assumption: employee only about $895,250 at 4% or $596,833 at 6%; with 50% employer match about $596,833 at 4% or $397,889 at 6%; with 100% employer match about $447,625 at 4% or $298,417 at 6%. |
| ARROWHEAD WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | - | 6 | $1,360,016 | $214,860 | $35,810iApproximate average salary by contribution assumption: employee only about $895,250 at 4% or $596,833 at 6%; with 50% employer match about $596,833 at 4% or $397,889 at 6%; with 100% employer match about $447,625 at 4% or $298,417 at 6%. |
| 2024 | 1 | 6 | $958,497 | $383,280 | $63,880iApproximate average salary by contribution assumption: employee only about $1,597,000 at 4% or $1,064,667 at 6%; with 50% employer match about $1,064,667 at 4% or $709,778 at 6%; with 100% employer match about $798,500 at 4% or $532,333 at 6%. |
| ARROWHEAD WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | - | 6 | $958,497 | $383,280 | $63,880iApproximate average salary by contribution assumption: employee only about $1,597,000 at 4% or $1,064,667 at 6%; with 50% employer match about $1,064,667 at 4% or $709,778 at 6%; with 100% employer match about $798,500 at 4% or $532,333 at 6%. |
| 2023 | 1 | 2 | $403,677 | $370,194 | $185,097iApproximate average salary by contribution assumption: employee only about $4,627,425 at 4% or $3,084,950 at 6%; with 50% employer match about $3,084,950 at 4% or $2,056,633 at 6%; with 100% employer match about $2,313,713 at 4% or $1,542,475 at 6%. |
| ARROWHEAD WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $403,677 | $370,194 | $185,097iApproximate average salary by contribution assumption: employee only about $4,627,425 at 4% or $3,084,950 at 6%; with 50% employer match about $3,084,950 at 4% or $2,056,633 at 6%; with 100% employer match about $2,313,713 at 4% or $1,542,475 at 6%. |
| 2022 | 1 | 3 | $182,855 | $189,695 | $63,232iApproximate average salary by contribution assumption: employee only about $1,580,792 at 4% or $1,053,861 at 6%; with 50% employer match about $1,053,861 at 4% or $702,574 at 6%; with 100% employer match about $790,396 at 4% or $526,931 at 6%. |
| ARROWHEAD WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $182,855 | $189,695 | $63,232iApproximate average salary by contribution assumption: employee only about $1,580,792 at 4% or $1,053,861 at 6%; with 50% employer match about $1,053,861 at 4% or $702,574 at 6%; with 100% employer match about $790,396 at 4% or $526,931 at 6%. |