Ace Wealth Managers Inc.
Plan context: Ace Wealth Managers Inc. Profit Sharing Plan
EIN 99-0529855 • 1 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$159,908
2024 Contributions
$112,767
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $159,908 | $112,767 | $56,384iApproximate average salary by contribution assumption: employee only about $1,409,588 at 4% or $939,725 at 6%; with 50% employer match about $939,725 at 4% or $626,483 at 6%; with 100% employer match about $704,794 at 4% or $469,863 at 6%. |
| Ace Wealth Managers Inc. Profit Sharing Plan | - | 2 | $159,908 | $112,767 | $56,384iApproximate average salary by contribution assumption: employee only about $1,409,588 at 4% or $939,725 at 6%; with 50% employer match about $939,725 at 4% or $626,483 at 6%; with 100% employer match about $704,794 at 4% or $469,863 at 6%. |