WEALTH PARTNERS FINANCIAL, LLC
Plan context: WEALTH PARTNERS FINANCIAL, LLC 401K PLAN
EIN 92-1472790 • Cedarburg, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,191,871
2025 Contributions
$91,703
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 | 4 | $1,191,871 | $91,703 | $22,926iApproximate average salary by contribution assumption: employee only about $573,144 at 4% or $382,096 at 6%; with 50% employer match about $382,096 at 4% or $254,731 at 6%; with 100% employer match about $286,572 at 4% or $191,048 at 6%. |
| WEALTH PARTNERS FINANCIAL, LLC 401K PLAN | - | 4 | $1,191,871 | $91,703 | $22,926iApproximate average salary by contribution assumption: employee only about $573,144 at 4% or $382,096 at 6%; with 50% employer match about $382,096 at 4% or $254,731 at 6%; with 100% employer match about $286,572 at 4% or $191,048 at 6%. |
| 2024 | 1 | 4 | $1,171,019 | $89,495 | $22,374iApproximate average salary by contribution assumption: employee only about $559,344 at 4% or $372,896 at 6%; with 50% employer match about $372,896 at 4% or $248,597 at 6%; with 100% employer match about $279,672 at 4% or $186,448 at 6%. |
| WEALTH PARTNERS FINANCIAL, LLC 401K PLAN | - | 4 | $1,171,019 | $89,495 | $22,374iApproximate average salary by contribution assumption: employee only about $559,344 at 4% or $372,896 at 6%; with 50% employer match about $372,896 at 4% or $248,597 at 6%; with 100% employer match about $279,672 at 4% or $186,448 at 6%. |
| 2023 | 1 | 3 | $885,567 | $749,161 | $249,720iApproximate average salary by contribution assumption: employee only about $6,243,008 at 4% or $4,162,006 at 6%; with 50% employer match about $4,162,006 at 4% or $2,774,670 at 6%; with 100% employer match about $3,121,504 at 4% or $2,081,003 at 6%. |
| WEALTH PARTNERS FINANCIAL, LLC 401K PLAN | - | 3 | $885,567 | $749,161 | $249,720iApproximate average salary by contribution assumption: employee only about $6,243,008 at 4% or $4,162,006 at 6%; with 50% employer match about $4,162,006 at 4% or $2,774,670 at 6%; with 100% employer match about $3,121,504 at 4% or $2,081,003 at 6%. |