INTERWISE TAX LLC
Plan context: INTERWISE 401(K) PROFIT SHARING PLAN
EIN 92-1630804 • Holladay, UT • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$6,065,173
2025 Contributions
$171,239
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 | 10 | $6,065,173 | $171,239 | $17,124iApproximate average salary by contribution assumption: employee only about $428,098 at 4% or $285,398 at 6%; with 50% employer match about $285,398 at 4% or $190,266 at 6%; with 100% employer match about $214,049 at 4% or $142,699 at 6%. |
| INTERWISE 401(K) PROFIT SHARING PLAN | - | 10 | $6,065,173 | $171,239 | $17,124iApproximate average salary by contribution assumption: employee only about $428,098 at 4% or $285,398 at 6%; with 50% employer match about $285,398 at 4% or $190,266 at 6%; with 100% employer match about $214,049 at 4% or $142,699 at 6%. |
| 2024 | 1 | 10 | $4,817,819 | $118,623 | $11,862iApproximate average salary by contribution assumption: employee only about $296,558 at 4% or $197,705 at 6%; with 50% employer match about $197,705 at 4% or $131,803 at 6%; with 100% employer match about $148,279 at 4% or $98,853 at 6%. |
| INTERWISE 401(K) PROFIT SHARING PLAN | - | 10 | $4,817,819 | $118,623 | $11,862iApproximate average salary by contribution assumption: employee only about $296,558 at 4% or $197,705 at 6%; with 50% employer match about $197,705 at 4% or $131,803 at 6%; with 100% employer match about $148,279 at 4% or $98,853 at 6%. |
| 2023 | 1 | 11 | $4,272,415 | $176,588 | $16,053iApproximate average salary by contribution assumption: employee only about $401,336 at 4% or $267,558 at 6%; with 50% employer match about $267,558 at 4% or $178,372 at 6%; with 100% employer match about $200,668 at 4% or $133,779 at 6%. |
| INTERWISE 401(K) PROFIT SHARING PLAN | - | 11 | $4,272,415 | $176,588 | $16,053iApproximate average salary by contribution assumption: employee only about $401,336 at 4% or $267,558 at 6%; with 50% employer match about $267,558 at 4% or $178,372 at 6%; with 100% employer match about $200,668 at 4% or $133,779 at 6%. |