Civic Intelligence

Lineweaver Financial Group Inc.

Plan context: Lineweaver Financial Group Retirement Plan

EIN 20-0477101 • Valley View, OH • 25 filings • 3 plans

9035 Sweet Valley DriveValley View, OH 44125
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$6,375,407

2024 Contributions

$276,122

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,012,836$4,006,418$0201120182024YearValue
$6,375,407Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

21110201120182024YearValue
20Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024120$6,375,407$276,122$13,806iApproximate average salary by contribution assumption: employee only about $345,153 at 4% or $230,102 at 6%; with 50% employer match about $230,102 at 4% or $153,401 at 6%; with 100% employer match about $172,576 at 4% or $115,051 at 6%.
Lineweaver Financial Group Retirement Plan-20$6,375,407$276,122$13,806iApproximate average salary by contribution assumption: employee only about $345,153 at 4% or $230,102 at 6%; with 50% employer match about $230,102 at 4% or $153,401 at 6%; with 100% employer match about $172,576 at 4% or $115,051 at 6%.
2023321$4,810,578$795,340$37,873iApproximate average salary by contribution assumption: employee only about $946,833 at 4% or $631,222 at 6%; with 50% employer match about $631,222 at 4% or $420,815 at 6%; with 100% employer match about $473,417 at 4% or $315,611 at 6%.
Lineweaver Financial Group Retirement Plan-21$4,774,049$270,340$12,873iApproximate average salary by contribution assumption: employee only about $321,833 at 4% or $214,556 at 6%; with 50% employer match about $214,556 at 4% or $143,037 at 6%; with 100% employer match about $160,917 at 4% or $107,278 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-12$36,529$525,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN - 2024-0$0$0-
2022219$6,742,155$750,643$39,508iApproximate average salary by contribution assumption: employee only about $987,688 at 4% or $658,459 at 6%; with 50% employer match about $658,459 at 4% or $438,973 at 6%; with 100% employer match about $493,844 at 4% or $329,229 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-12$3,405,548$525,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Lineweaver Financial Group Retirement Plan-19$3,336,607$225,643$11,876iApproximate average salary by contribution assumption: employee only about $296,899 at 4% or $197,932 at 6%; with 50% employer match about $197,932 at 4% or $131,955 at 6%; with 100% employer match about $148,449 at 4% or $98,966 at 6%.
2021215$8,012,836$223,828$14,922iApproximate average salary by contribution assumption: employee only about $373,047 at 4% or $248,698 at 6%; with 50% employer match about $248,698 at 4% or $165,799 at 6%; with 100% employer match about $186,523 at 4% or $124,349 at 6%.
Lineweaver Financial Group Retirement Plan-15$4,631,107$223,828$14,922iApproximate average salary by contribution assumption: employee only about $373,047 at 4% or $248,698 at 6%; with 50% employer match about $248,698 at 4% or $165,799 at 6%; with 100% employer match about $186,523 at 4% or $124,349 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-10$3,381,729$0-
2020217$6,324,901$281,172$16,540iApproximate average salary by contribution assumption: employee only about $413,488 at 4% or $275,659 at 6%; with 50% employer match about $275,659 at 4% or $183,773 at 6%; with 100% employer match about $206,744 at 4% or $137,829 at 6%.
Lineweaver Financial Group Retirement Plan-17$3,681,723$156,172$9,187iApproximate average salary by contribution assumption: employee only about $229,665 at 4% or $153,110 at 6%; with 50% employer match about $153,110 at 4% or $102,073 at 6%; with 100% employer match about $114,832 at 4% or $76,555 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-9$2,643,178$125,000$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
2019218$3,587,171$349,355$19,409iApproximate average salary by contribution assumption: employee only about $485,215 at 4% or $323,477 at 6%; with 50% employer match about $323,477 at 4% or $215,651 at 6%; with 100% employer match about $242,608 at 4% or $161,738 at 6%.
Lineweaver Financial Group Retirement Plan-18$2,085,580$199,355$11,075iApproximate average salary by contribution assumption: employee only about $276,882 at 4% or $184,588 at 6%; with 50% employer match about $184,588 at 4% or $123,059 at 6%; with 100% employer match about $138,441 at 4% or $92,294 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-10$1,501,591$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2018216$2,499,078$693,988$43,374iApproximate average salary by contribution assumption: employee only about $1,084,356 at 4% or $722,904 at 6%; with 50% employer match about $722,904 at 4% or $481,936 at 6%; with 100% employer match about $542,178 at 4% or $361,452 at 6%.
Lineweaver Financial Group Retirement Plan-16$1,450,761$243,988$15,249iApproximate average salary by contribution assumption: employee only about $381,231 at 4% or $254,154 at 6%; with 50% employer match about $254,154 at 4% or $169,436 at 6%; with 100% employer match about $190,616 at 4% or $127,077 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-11$1,048,317$450,000$40,909iApproximate average salary by contribution assumption: employee only about $1,022,727 at 4% or $681,818 at 6%; with 50% employer match about $681,818 at 4% or $454,545 at 6%; with 100% employer match about $511,364 at 4% or $340,909 at 6%.
2017216$1,954,070$336,437$21,027iApproximate average salary by contribution assumption: employee only about $525,683 at 4% or $350,455 at 6%; with 50% employer match about $350,455 at 4% or $233,637 at 6%; with 100% employer match about $262,841 at 4% or $175,228 at 6%.
Lineweaver Financial Group Retirement Plan-16$1,308,106$162,661$10,166iApproximate average salary by contribution assumption: employee only about $254,158 at 4% or $169,439 at 6%; with 50% employer match about $169,439 at 4% or $112,959 at 6%; with 100% employer match about $127,079 at 4% or $84,719 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-11$645,964$173,776$15,798iApproximate average salary by contribution assumption: employee only about $394,945 at 4% or $263,297 at 6%; with 50% employer match about $263,297 at 4% or $175,531 at 6%; with 100% employer match about $197,473 at 4% or $131,648 at 6%.
2016217$1,408,699$309,268$18,192iApproximate average salary by contribution assumption: employee only about $454,806 at 4% or $303,204 at 6%; with 50% employer match about $303,204 at 4% or $202,136 at 6%; with 100% employer match about $227,403 at 4% or $151,602 at 6%.
Lineweaver Financial Group Retirement Plan-17$985,170$147,409$8,671iApproximate average salary by contribution assumption: employee only about $216,778 at 4% or $144,519 at 6%; with 50% employer match about $144,519 at 4% or $96,346 at 6%; with 100% employer match about $108,389 at 4% or $72,259 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-9$423,529$161,859$17,984iApproximate average salary by contribution assumption: employee only about $449,608 at 4% or $299,739 at 6%; with 50% employer match about $299,739 at 4% or $199,826 at 6%; with 100% employer match about $224,804 at 4% or $149,869 at 6%.
2015216$1,110,287$278,980$17,436iApproximate average salary by contribution assumption: employee only about $435,906 at 4% or $290,604 at 6%; with 50% employer match about $290,604 at 4% or $193,736 at 6%; with 100% employer match about $217,953 at 4% or $145,302 at 6%.
Lineweaver Financial Group Retirement Plan-16$866,630$142,643$8,915iApproximate average salary by contribution assumption: employee only about $222,880 at 4% or $148,586 at 6%; with 50% employer match about $148,586 at 4% or $99,058 at 6%; with 100% employer match about $111,440 at 4% or $74,293 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-10$243,657$136,337$13,634iApproximate average salary by contribution assumption: employee only about $340,843 at 4% or $227,228 at 6%; with 50% employer match about $227,228 at 4% or $151,486 at 6%; with 100% employer match about $170,421 at 4% or $113,614 at 6%.
2014214$907,656$281,283$20,092iApproximate average salary by contribution assumption: employee only about $502,291 at 4% or $334,861 at 6%; with 50% employer match about $334,861 at 4% or $223,240 at 6%; with 100% employer match about $251,146 at 4% or $167,430 at 6%.
Lineweaver Financial Group Retirement Plan-14$778,305$154,462$11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%.
LINEWEAVER FINANCIAL GROUP, INC. CASH BALANCE PLAN-10$129,351$126,821$12,682iApproximate average salary by contribution assumption: employee only about $317,053 at 4% or $211,368 at 6%; with 50% employer match about $211,368 at 4% or $140,912 at 6%; with 100% employer match about $158,526 at 4% or $105,684 at 6%.
2013113$574,448$139,580$10,737iApproximate average salary by contribution assumption: employee only about $268,423 at 4% or $178,949 at 6%; with 50% employer match about $178,949 at 4% or $119,299 at 6%; with 100% employer match about $134,212 at 4% or $89,474 at 6%.
Lineweaver Financial Group Retirement Plan-13$574,448$139,580$10,737iApproximate average salary by contribution assumption: employee only about $268,423 at 4% or $178,949 at 6%; with 50% employer match about $178,949 at 4% or $119,299 at 6%; with 100% employer match about $134,212 at 4% or $89,474 at 6%.
2012112$355,088$81,656$6,805iApproximate average salary by contribution assumption: employee only about $170,117 at 4% or $113,411 at 6%; with 50% employer match about $113,411 at 4% or $75,607 at 6%; with 100% employer match about $85,058 at 4% or $56,706 at 6%.
Lineweaver Financial Group Retirement Plan-12$355,088$81,656$6,805iApproximate average salary by contribution assumption: employee only about $170,117 at 4% or $113,411 at 6%; with 50% employer match about $113,411 at 4% or $75,607 at 6%; with 100% employer match about $85,058 at 4% or $56,706 at 6%.
2011110$230,500$240,473$24,047iApproximate average salary by contribution assumption: employee only about $601,183 at 4% or $400,788 at 6%; with 50% employer match about $400,788 at 4% or $267,192 at 6%; with 100% employer match about $300,591 at 4% or $200,394 at 6%.
Lineweaver Financial Group Retirement Plan-10$230,500$240,473$24,047iApproximate average salary by contribution assumption: employee only about $601,183 at 4% or $400,788 at 6%; with 50% employer match about $400,788 at 4% or $267,192 at 6%; with 100% employer match about $300,591 at 4% or $200,394 at 6%.