KAREN M. BOSTICK D/B/A TRANSITIONS-WEALTH LLC
Plan context: KAREN M. BOSTICK 401(K) RETIREMENT PLAN
EIN 92-1584631 • Sewickley, PA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$563,668
2025 Contributions
$50,300
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 | $563,668 | $50,300 | $25,150iApproximate average salary by contribution assumption: employee only about $628,750 at 4% or $419,167 at 6%; with 50% employer match about $419,167 at 4% or $279,444 at 6%; with 100% employer match about $314,375 at 4% or $209,583 at 6%. |
| KAREN M. BOSTICK 401(K) RETIREMENT PLAN | - | 2 | $563,668 | $50,300 | $25,150iApproximate average salary by contribution assumption: employee only about $628,750 at 4% or $419,167 at 6%; with 50% employer match about $419,167 at 4% or $279,444 at 6%; with 100% employer match about $314,375 at 4% or $209,583 at 6%. |
| 2024 | 1 | 2 | $435,679 | $45,902 | $22,951iApproximate average salary by contribution assumption: employee only about $573,775 at 4% or $382,517 at 6%; with 50% employer match about $382,517 at 4% or $255,011 at 6%; with 100% employer match about $286,888 at 4% or $191,258 at 6%. |
| KAREN M. BOSTICK 401(K) RETIREMENT PLAN | - | 2 | $435,679 | $45,902 | $22,951iApproximate average salary by contribution assumption: employee only about $573,775 at 4% or $382,517 at 6%; with 50% employer match about $382,517 at 4% or $255,011 at 6%; with 100% employer match about $286,888 at 4% or $191,258 at 6%. |