Kucharo Wealth
Plan context: Kucharo Wealth LLC 401(K) Profit Sharing Plan
EIN 93-4883521 • Charlotte, NC • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$63,155
2025 Contributions
$42,515
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 | $63,155 | $42,515 | $21,258iApproximate average salary by contribution assumption: employee only about $531,438 at 4% or $354,292 at 6%; with 50% employer match about $354,292 at 4% or $236,194 at 6%; with 100% employer match about $265,719 at 4% or $177,146 at 6%. |
| Kucharo Wealth LLC 401(K) Profit Sharing Plan | - | 2 | $63,155 | $42,515 | $21,258iApproximate average salary by contribution assumption: employee only about $531,438 at 4% or $354,292 at 6%; with 50% employer match about $354,292 at 4% or $236,194 at 6%; with 100% employer match about $265,719 at 4% or $177,146 at 6%. |
| 2024 | 1 | 2 | $14,738 | $14,720 | $7,360iApproximate average salary by contribution assumption: employee only about $184,000 at 4% or $122,667 at 6%; with 50% employer match about $122,667 at 4% or $81,778 at 6%; with 100% employer match about $92,000 at 4% or $61,333 at 6%. |
| Kucharo Wealth LLC 401(K) Profit Sharing Plan | - | 2 | $14,738 | $14,720 | $7,360iApproximate average salary by contribution assumption: employee only about $184,000 at 4% or $122,667 at 6%; with 50% employer match about $122,667 at 4% or $81,778 at 6%; with 100% employer match about $92,000 at 4% or $61,333 at 6%. |