Base Wealth Management LLC
Plan context: Base Wealth Management 401(K) Plan
EIN 88-2107191 • Lakewood Ranch, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$455,301
2025 Contributions
$57,489
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 | 7 | $455,301 | $57,489 | $8,213iApproximate average salary by contribution assumption: employee only about $205,318 at 4% or $136,879 at 6%; with 50% employer match about $136,879 at 4% or $91,252 at 6%; with 100% employer match about $102,659 at 4% or $68,439 at 6%. |
| Base Wealth Management 401(K) Plan | - | 7 | $455,301 | $57,489 | $8,213iApproximate average salary by contribution assumption: employee only about $205,318 at 4% or $136,879 at 6%; with 50% employer match about $136,879 at 4% or $91,252 at 6%; with 100% employer match about $102,659 at 4% or $68,439 at 6%. |
| 2024 | 1 | 6 | $338,498 | $59,121 | $9,854iApproximate average salary by contribution assumption: employee only about $246,338 at 4% or $164,225 at 6%; with 50% employer match about $164,225 at 4% or $109,483 at 6%; with 100% employer match about $123,169 at 4% or $82,113 at 6%. |
| Base Wealth Management 401(K) Plan | - | 6 | $338,498 | $59,121 | $9,854iApproximate average salary by contribution assumption: employee only about $246,338 at 4% or $164,225 at 6%; with 50% employer match about $164,225 at 4% or $109,483 at 6%; with 100% employer match about $123,169 at 4% or $82,113 at 6%. |
| 2023 | 1 | 7 | $233,818 | $192,804 | $27,543iApproximate average salary by contribution assumption: employee only about $688,586 at 4% or $459,057 at 6%; with 50% employer match about $459,057 at 4% or $306,038 at 6%; with 100% employer match about $344,293 at 4% or $229,529 at 6%. |
| Base Wealth Management 401(K) Plan | - | 7 | $233,818 | $192,804 | $27,543iApproximate average salary by contribution assumption: employee only about $688,586 at 4% or $459,057 at 6%; with 50% employer match about $459,057 at 4% or $306,038 at 6%; with 100% employer match about $344,293 at 4% or $229,529 at 6%. |
| 2022 | 1 | 4 | $33,114 | $33,562 | $8,391iApproximate average salary by contribution assumption: employee only about $209,763 at 4% or $139,842 at 6%; with 50% employer match about $139,842 at 4% or $93,228 at 6%; with 100% employer match about $104,881 at 4% or $69,921 at 6%. |
| Base Wealth Management 401(K) Plan | - | 4 | $33,114 | $33,562 | $8,391iApproximate average salary by contribution assumption: employee only about $209,763 at 4% or $139,842 at 6%; with 50% employer match about $139,842 at 4% or $93,228 at 6%; with 100% employer match about $104,881 at 4% or $69,921 at 6%. |