Family Wealth Advisory Group LLC
Plan context: Fwag 401(K) Plan
EIN 20-0710623 • Cincinnati, OH • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,189,170
2024 Contributions
$146,138
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 | 5 | $1,189,170 | $146,138 | $29,228iApproximate average salary by contribution assumption: employee only about $730,690 at 4% or $487,127 at 6%; with 50% employer match about $487,127 at 4% or $324,751 at 6%; with 100% employer match about $365,345 at 4% or $243,563 at 6%. |
| Fwag 401(K) Plan | - | 5 | $1,189,170 | $146,138 | $29,228iApproximate average salary by contribution assumption: employee only about $730,690 at 4% or $487,127 at 6%; with 50% employer match about $487,127 at 4% or $324,751 at 6%; with 100% employer match about $365,345 at 4% or $243,563 at 6%. |
| 2023 | 1 | 4 | $881,092 | $124,528 | $31,132iApproximate average salary by contribution assumption: employee only about $778,300 at 4% or $518,867 at 6%; with 50% employer match about $518,867 at 4% or $345,911 at 6%; with 100% employer match about $389,150 at 4% or $259,433 at 6%. |
| Fwag 401(K) Plan | - | 4 | $881,092 | $124,528 | $31,132iApproximate average salary by contribution assumption: employee only about $778,300 at 4% or $518,867 at 6%; with 50% employer match about $518,867 at 4% or $345,911 at 6%; with 100% employer match about $389,150 at 4% or $259,433 at 6%. |
| 2022 | 1 | 5 | $619,314 | $118,460 | $23,692iApproximate average salary by contribution assumption: employee only about $592,300 at 4% or $394,867 at 6%; with 50% employer match about $394,867 at 4% or $263,244 at 6%; with 100% employer match about $296,150 at 4% or $197,433 at 6%. |
| Fwag 401(K) Plan | - | 5 | $619,314 | $118,460 | $23,692iApproximate average salary by contribution assumption: employee only about $592,300 at 4% or $394,867 at 6%; with 50% employer match about $394,867 at 4% or $263,244 at 6%; with 100% employer match about $296,150 at 4% or $197,433 at 6%. |
| 2021 | 1 | 5 | $927,996 | $233,534 | $46,707iApproximate average salary by contribution assumption: employee only about $1,167,670 at 4% or $778,447 at 6%; with 50% employer match about $778,447 at 4% or $518,964 at 6%; with 100% employer match about $583,835 at 4% or $389,223 at 6%. |
| Fwag 401(K) Plan | - | 5 | $927,996 | $233,534 | $46,707iApproximate average salary by contribution assumption: employee only about $1,167,670 at 4% or $778,447 at 6%; with 50% employer match about $778,447 at 4% or $518,964 at 6%; with 100% employer match about $583,835 at 4% or $389,223 at 6%. |
| 2020 | 1 | 3 | $608,011 | $64,676 | $21,559iApproximate average salary by contribution assumption: employee only about $538,967 at 4% or $359,311 at 6%; with 50% employer match about $359,311 at 4% or $239,541 at 6%; with 100% employer match about $269,483 at 4% or $179,656 at 6%. |
| Fwag 401(K) Plan | - | 3 | $608,011 | $64,676 | $21,559iApproximate average salary by contribution assumption: employee only about $538,967 at 4% or $359,311 at 6%; with 50% employer match about $359,311 at 4% or $239,541 at 6%; with 100% employer match about $269,483 at 4% or $179,656 at 6%. |
| 2019 | 1 | 3 | $510,985 | $85,538 | $28,513iApproximate average salary by contribution assumption: employee only about $712,817 at 4% or $475,211 at 6%; with 50% employer match about $475,211 at 4% or $316,807 at 6%; with 100% employer match about $356,408 at 4% or $237,606 at 6%. |
| Fwag 401(K) Plan | - | 3 | $510,985 | $85,538 | $28,513iApproximate average salary by contribution assumption: employee only about $712,817 at 4% or $475,211 at 6%; with 50% employer match about $475,211 at 4% or $316,807 at 6%; with 100% employer match about $356,408 at 4% or $237,606 at 6%. |
| 2018 | 1 | 3 | $352,394 | $59,570 | $19,857iApproximate average salary by contribution assumption: employee only about $496,417 at 4% or $330,944 at 6%; with 50% employer match about $330,944 at 4% or $220,630 at 6%; with 100% employer match about $248,208 at 4% or $165,472 at 6%. |
| Fwag 401(K) Plan | - | 3 | $352,394 | $59,570 | $19,857iApproximate average salary by contribution assumption: employee only about $496,417 at 4% or $330,944 at 6%; with 50% employer match about $330,944 at 4% or $220,630 at 6%; with 100% employer match about $248,208 at 4% or $165,472 at 6%. |
| 2017 | 1 | 3 | $312,853 | $53,258 | $17,753iApproximate average salary by contribution assumption: employee only about $443,817 at 4% or $295,878 at 6%; with 50% employer match about $295,878 at 4% or $197,252 at 6%; with 100% employer match about $221,908 at 4% or $147,939 at 6%. |
| Fwag 401(K) Plan | - | 3 | $312,853 | $53,258 | $17,753iApproximate average salary by contribution assumption: employee only about $443,817 at 4% or $295,878 at 6%; with 50% employer match about $295,878 at 4% or $197,252 at 6%; with 100% employer match about $221,908 at 4% or $147,939 at 6%. |
| 2016 | 1 | 3 | $218,133 | $43,872 | $14,624iApproximate average salary by contribution assumption: employee only about $365,600 at 4% or $243,733 at 6%; with 50% employer match about $243,733 at 4% or $162,489 at 6%; with 100% employer match about $182,800 at 4% or $121,867 at 6%. |
| Fwag 401(K) Plan | - | 3 | $218,133 | $43,872 | $14,624iApproximate average salary by contribution assumption: employee only about $365,600 at 4% or $243,733 at 6%; with 50% employer match about $243,733 at 4% or $162,489 at 6%; with 100% employer match about $182,800 at 4% or $121,867 at 6%. |
| 2015 | 1 | 2 | $160,179 | $43,220 | $21,610iApproximate average salary by contribution assumption: employee only about $540,250 at 4% or $360,167 at 6%; with 50% employer match about $360,167 at 4% or $240,111 at 6%; with 100% employer match about $270,125 at 4% or $180,083 at 6%. |
| Fwag 401(K) Plan | - | 2 | $160,179 | $43,220 | $21,610iApproximate average salary by contribution assumption: employee only about $540,250 at 4% or $360,167 at 6%; with 50% employer match about $360,167 at 4% or $240,111 at 6%; with 100% employer match about $270,125 at 4% or $180,083 at 6%. |
| 2014 | 1 | 2 | $119,283 | $42,480 | $21,240iApproximate average salary by contribution assumption: employee only about $531,000 at 4% or $354,000 at 6%; with 50% employer match about $354,000 at 4% or $236,000 at 6%; with 100% employer match about $265,500 at 4% or $177,000 at 6%. |
| Fwag 401(K) Plan | - | 2 | $119,283 | $42,480 | $21,240iApproximate average salary by contribution assumption: employee only about $531,000 at 4% or $354,000 at 6%; with 50% employer match about $354,000 at 4% or $236,000 at 6%; with 100% employer match about $265,500 at 4% or $177,000 at 6%. |
| 2013 | 1 | 2 | $73,859 | $14,580 | $7,290iApproximate average salary by contribution assumption: employee only about $182,250 at 4% or $121,500 at 6%; with 50% employer match about $121,500 at 4% or $81,000 at 6%; with 100% employer match about $91,125 at 4% or $60,750 at 6%. |
| Fwag 401(K) Plan | - | 2 | $73,859 | $14,580 | $7,290iApproximate average salary by contribution assumption: employee only about $182,250 at 4% or $121,500 at 6%; with 50% employer match about $121,500 at 4% or $81,000 at 6%; with 100% employer match about $91,125 at 4% or $60,750 at 6%. |
| 2012 | 1 | 2 | $54,334 | $14,520 | $7,260iApproximate average salary by contribution assumption: employee only about $181,500 at 4% or $121,000 at 6%; with 50% employer match about $121,000 at 4% or $80,667 at 6%; with 100% employer match about $90,750 at 4% or $60,500 at 6%. |
| Fwag 401(K) Plan | - | 2 | $54,334 | $14,520 | $7,260iApproximate average salary by contribution assumption: employee only about $181,500 at 4% or $121,000 at 6%; with 50% employer match about $121,000 at 4% or $80,667 at 6%; with 100% employer match about $90,750 at 4% or $60,500 at 6%. |
| 2011 | 1 | 2 | $36,182 | $12,520 | $6,260iApproximate average salary by contribution assumption: employee only about $156,500 at 4% or $104,333 at 6%; with 50% employer match about $104,333 at 4% or $69,556 at 6%; with 100% employer match about $78,250 at 4% or $52,167 at 6%. |
| Fwag 401(K) Plan | - | 2 | $36,182 | $12,520 | $6,260iApproximate average salary by contribution assumption: employee only about $156,500 at 4% or $104,333 at 6%; with 50% employer match about $104,333 at 4% or $69,556 at 6%; with 100% employer match about $78,250 at 4% or $52,167 at 6%. |
| 2010 | 1 | 2 | $25,052 | $0 | - |
| Fwag 401(K) Plan | - | 2 | $25,052 | - | - |
| 2009 | 1 | 2 | $22,959 | $0 | - |
| Fwag 401(K) Plan | - | 2 | $22,959 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Fwag 401(K) Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Fwag 401(K) Plan | - | 2 | - | - | - |