Stage Wealth Management Inc.
Plan context: Stage Wealth Management 401(K) Plan
EIN 88-1146139 • Hicksville, NY • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$208,177
2025 Contributions
$89,589
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 | 2 | $208,177 | $89,589 | $44,795iApproximate average salary by contribution assumption: employee only about $1,119,863 at 4% or $746,575 at 6%; with 50% employer match about $746,575 at 4% or $497,717 at 6%; with 100% employer match about $559,931 at 4% or $373,288 at 6%. |
| Stage Wealth Management 401(K) Plan | - | 2 | $208,177 | $89,589 | $44,795iApproximate average salary by contribution assumption: employee only about $1,119,863 at 4% or $746,575 at 6%; with 50% employer match about $746,575 at 4% or $497,717 at 6%; with 100% employer match about $559,931 at 4% or $373,288 at 6%. |
| 2024 | 1 | 2 | $90,667 | $88,824 | $44,412iApproximate average salary by contribution assumption: employee only about $1,110,300 at 4% or $740,200 at 6%; with 50% employer match about $740,200 at 4% or $493,467 at 6%; with 100% employer match about $555,150 at 4% or $370,100 at 6%. |
| Stage Wealth Management 401(K) Plan | - | 2 | $90,667 | $88,824 | $44,412iApproximate average salary by contribution assumption: employee only about $1,110,300 at 4% or $740,200 at 6%; with 50% employer match about $740,200 at 4% or $493,467 at 6%; with 100% employer match about $555,150 at 4% or $370,100 at 6%. |