Civic Intelligence

Nb Wealth LLC

Plan context: Nb Wealth LLC 401(K) Plan

EIN 87-4476580 • St. Joseph, MO • 8 filings • 2 plans

1802 Union StreetSt. Joseph, MO 64501
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$569,258

2025 Contributions

$86,327

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$569,258$284,629$0202120232025YearValue
$569,258Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630202120232025YearValue
6Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$569,258$86,327$14,388iApproximate average salary by contribution assumption: employee only about $359,696 at 4% or $239,797 at 6%; with 50% employer match about $239,797 at 4% or $159,865 at 6%; with 100% employer match about $179,848 at 4% or $119,899 at 6%.
Nb Wealth LLC 401(K) Plan-6$569,258$86,327$14,388iApproximate average salary by contribution assumption: employee only about $359,696 at 4% or $239,797 at 6%; with 50% employer match about $239,797 at 4% or $159,865 at 6%; with 100% employer match about $179,848 at 4% or $119,899 at 6%.
202425$394,496$158,911$31,782iApproximate average salary by contribution assumption: employee only about $794,555 at 4% or $529,703 at 6%; with 50% employer match about $529,703 at 4% or $353,136 at 6%; with 100% employer match about $397,278 at 4% or $264,852 at 6%.
Nb Wealth LLC 401(K) Plan-0$391,474$84,523-
Nb Wealth LLC Mcf Benefit Plan-5$3,022$74,388$14,878iApproximate average salary by contribution assumption: employee only about $371,940 at 4% or $247,960 at 6%; with 50% employer match about $247,960 at 4% or $165,307 at 6%; with 100% employer match about $185,970 at 4% or $123,980 at 6%.
202321$266,115$266,056$266,056iApproximate average salary by contribution assumption: employee only about $6,651,400 at 4% or $4,434,267 at 6%; with 50% employer match about $4,434,267 at 4% or $2,956,178 at 6%; with 100% employer match about $3,325,700 at 4% or $2,217,133 at 6%.
Nb Wealth LLC 401(K) Plan-0$264,113$201,150-
Nb Wealth LLC Mcf Benefit Plan-1$2,002$64,906$64,906iApproximate average salary by contribution assumption: employee only about $1,622,650 at 4% or $1,081,767 at 6%; with 50% employer match about $1,081,767 at 4% or $721,178 at 6%; with 100% employer match about $811,325 at 4% or $540,883 at 6%.
202225$35,526$90,783$18,157iApproximate average salary by contribution assumption: employee only about $453,915 at 4% or $302,610 at 6%; with 50% employer match about $302,610 at 4% or $201,740 at 6%; with 100% employer match about $226,957 at 4% or $151,305 at 6%.
Nb Wealth LLC 401(K) Plan-5$34,765$34,766$6,953iApproximate average salary by contribution assumption: employee only about $173,830 at 4% or $115,887 at 6%; with 50% employer match about $115,887 at 4% or $77,258 at 6%; with 100% employer match about $86,915 at 4% or $57,943 at 6%.
Nb Wealth LLC Mcf Benefit Plan-1$761$56,017$56,017iApproximate average salary by contribution assumption: employee only about $1,400,425 at 4% or $933,617 at 6%; with 50% employer match about $933,617 at 4% or $622,411 at 6%; with 100% employer match about $700,213 at 4% or $466,808 at 6%.
202115$94$4,665$933iApproximate average salary by contribution assumption: employee only about $23,325 at 4% or $15,550 at 6%; with 50% employer match about $15,550 at 4% or $10,367 at 6%; with 100% employer match about $11,663 at 4% or $7,775 at 6%.
Nb Wealth LLC Mcf Benefit Plan-5$94$4,665$933iApproximate average salary by contribution assumption: employee only about $23,325 at 4% or $15,550 at 6%; with 50% employer match about $15,550 at 4% or $10,367 at 6%; with 100% employer match about $11,663 at 4% or $7,775 at 6%.