Cw 753 LLC DBA Core Wealth Management
Plan context: Core Wealth Management 401(K) Plan
EIN 99-0734526 • Lincoln, NE • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$577,994
2025 Contributions
$87,315
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 | 11 | $577,994 | $87,315 | $7,938iApproximate average salary by contribution assumption: employee only about $198,443 at 4% or $132,295 at 6%; with 50% employer match about $132,295 at 4% or $88,197 at 6%; with 100% employer match about $99,222 at 4% or $66,148 at 6%. |
| Core Wealth Management 401(K) Plan | - | 11 | $577,994 | $87,315 | $7,938iApproximate average salary by contribution assumption: employee only about $198,443 at 4% or $132,295 at 6%; with 50% employer match about $132,295 at 4% or $88,197 at 6%; with 100% employer match about $99,222 at 4% or $66,148 at 6%. |
| 2024 | 1 | 7 | $410,156 | $230,169 | $32,881iApproximate average salary by contribution assumption: employee only about $822,032 at 4% or $548,021 at 6%; with 50% employer match about $548,021 at 4% or $365,348 at 6%; with 100% employer match about $411,016 at 4% or $274,011 at 6%. |
| Core Wealth Management 401(K) Plan | - | 7 | $410,156 | $230,169 | $32,881iApproximate average salary by contribution assumption: employee only about $822,032 at 4% or $548,021 at 6%; with 50% employer match about $548,021 at 4% or $365,348 at 6%; with 100% employer match about $411,016 at 4% or $274,011 at 6%. |