BREAKAWAY WEALTH MANAGEMENT LL
Plan context: BREAKAWAY WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-1725421 • Hoboken, NJ • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$261,318
2025 Contributions
$109,317
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 | $261,318 | $109,317 | $27,329iApproximate average salary by contribution assumption: employee only about $683,231 at 4% or $455,488 at 6%; with 50% employer match about $455,488 at 4% or $303,658 at 6%; with 100% employer match about $341,616 at 4% or $227,744 at 6%. |
| BREAKAWAY WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $261,318 | $109,317 | $27,329iApproximate average salary by contribution assumption: employee only about $683,231 at 4% or $455,488 at 6%; with 50% employer match about $455,488 at 4% or $303,658 at 6%; with 100% employer match about $341,616 at 4% or $227,744 at 6%. |
| 2024 | 1 | 4 | $108,724 | $97,246 | $24,312iApproximate average salary by contribution assumption: employee only about $607,788 at 4% or $405,192 at 6%; with 50% employer match about $405,192 at 4% or $270,128 at 6%; with 100% employer match about $303,894 at 4% or $202,596 at 6%. |
| BREAKAWAY WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $108,724 | $97,246 | $24,312iApproximate average salary by contribution assumption: employee only about $607,788 at 4% or $405,192 at 6%; with 50% employer match about $405,192 at 4% or $270,128 at 6%; with 100% employer match about $303,894 at 4% or $202,596 at 6%. |
| 2023 | 1 | 2 | $4,640 | $4,267 | $2,134iApproximate average salary by contribution assumption: employee only about $53,338 at 4% or $35,558 at 6%; with 50% employer match about $35,558 at 4% or $23,706 at 6%; with 100% employer match about $26,669 at 4% or $17,779 at 6%. |
| BREAKAWAY WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $4,640 | $4,267 | $2,134iApproximate average salary by contribution assumption: employee only about $53,338 at 4% or $35,558 at 6%; with 50% employer match about $35,558 at 4% or $23,706 at 6%; with 100% employer match about $26,669 at 4% or $17,779 at 6%. |