Elevation Wealth Partners LLC
Plan context: Elevation Wealth Partners LLC 401(K) Plan
EIN 92-3541606 • West Palm Beach, FL • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$339,854
2025 Contributions
$181,368
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 | 2 | 2 | $339,854 | $181,368 | $90,684iApproximate average salary by contribution assumption: employee only about $2,267,100 at 4% or $1,511,400 at 6%; with 50% employer match about $1,511,400 at 4% or $1,007,600 at 6%; with 100% employer match about $1,133,550 at 4% or $755,700 at 6%. |
| Elevation Wealth Partners LLC 401(K) Plan | - | 2 | $198,239 | $99,391 | $49,696iApproximate average salary by contribution assumption: employee only about $1,242,388 at 4% or $828,258 at 6%; with 50% employer match about $828,258 at 4% or $552,172 at 6%; with 100% employer match about $621,194 at 4% or $414,129 at 6%. |
| ELEVATION WEALTH PARTNERS LLC CASH BALANCE PLAN | - | 2 | $141,615 | $81,977 | $40,989iApproximate average salary by contribution assumption: employee only about $1,024,713 at 4% or $683,142 at 6%; with 50% employer match about $683,142 at 4% or $455,428 at 6%; with 100% employer match about $512,356 at 4% or $341,571 at 6%. |
| 2024 | 2 | 2 | $154,132 | $154,132 | $77,066iApproximate average salary by contribution assumption: employee only about $1,926,650 at 4% or $1,284,433 at 6%; with 50% employer match about $1,284,433 at 4% or $856,289 at 6%; with 100% employer match about $963,325 at 4% or $642,217 at 6%. |
| Elevation Wealth Partners LLC 401(K) Plan | - | 2 | $96,878 | $96,878 | $48,439iApproximate average salary by contribution assumption: employee only about $1,210,975 at 4% or $807,317 at 6%; with 50% employer match about $807,317 at 4% or $538,211 at 6%; with 100% employer match about $605,488 at 4% or $403,658 at 6%. |
| ELEVATION WEALTH PARTNERS LLC CASH BALANCE PLAN | - | 2 | $57,254 | $57,254 | $28,627iApproximate average salary by contribution assumption: employee only about $715,675 at 4% or $477,117 at 6%; with 50% employer match about $477,117 at 4% or $318,078 at 6%; with 100% employer match about $357,838 at 4% or $238,558 at 6%. |