Leighton Financial Services
Plan context: Preferred Wealth Advisors 401(K) Plan
EIN 88-0523437 • Windsor, WI • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$253,649
2025 Contributions
$162,677
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 | $253,649 | $162,677 | $27,113iApproximate average salary by contribution assumption: employee only about $677,821 at 4% or $451,881 at 6%; with 50% employer match about $451,881 at 4% or $301,254 at 6%; with 100% employer match about $338,910 at 4% or $225,940 at 6%. |
| Preferred Wealth Advisors 401(K) Plan | - | 6 | $253,649 | $162,677 | $27,113iApproximate average salary by contribution assumption: employee only about $677,821 at 4% or $451,881 at 6%; with 50% employer match about $451,881 at 4% or $301,254 at 6%; with 100% employer match about $338,910 at 4% or $225,940 at 6%. |
| 2024 | 1 | 5 | $63,783 | $63,562 | $12,712iApproximate average salary by contribution assumption: employee only about $317,810 at 4% or $211,873 at 6%; with 50% employer match about $211,873 at 4% or $141,249 at 6%; with 100% employer match about $158,905 at 4% or $105,937 at 6%. |
| Preferred Wealth Advisors 401(K) Plan | - | 5 | $63,783 | $63,562 | $12,712iApproximate average salary by contribution assumption: employee only about $317,810 at 4% or $211,873 at 6%; with 50% employer match about $211,873 at 4% or $141,249 at 6%; with 100% employer match about $158,905 at 4% or $105,937 at 6%. |