LANE WEALTH MANAGEMENT LLC
Plan context: LANE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 88-3919972 • Fort Myers, FL • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$17,889
2025 Contributions
$17,566
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 | $17,889 | $17,566 | $8,783iApproximate average salary by contribution assumption: employee only about $219,575 at 4% or $146,383 at 6%; with 50% employer match about $146,383 at 4% or $97,589 at 6%; with 100% employer match about $109,788 at 4% or $73,192 at 6%. |
| LANE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $17,889 | $17,566 | $8,783iApproximate average salary by contribution assumption: employee only about $219,575 at 4% or $146,383 at 6%; with 50% employer match about $146,383 at 4% or $97,589 at 6%; with 100% employer match about $109,788 at 4% or $73,192 at 6%. |