Civic Intelligence

Ariosa & Company LLC

Plan context: ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST

EIN 20-4004880 • Hunt Valley, MD • 12 filings • 2 plans

16 Stenersen LaneSuite 3AHunt Valley, MD 21030
Current Snapshot

Latest Year

2024

2024 Participants

124

2024 Assets

$4,570,936

2024 Contributions

$556,707

Historical Graphs

Total Assets Over Time

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

$4,570,936$2,285,468$0201620202024YearValue
$4,570,936Latest year 2024

Participants Over Time

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

124620201620202024YearValue
124Latest 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
20242124$4,570,936$556,707$4,490iApproximate average salary by contribution assumption: employee only about $112,239 at 4% or $74,826 at 6%; with 50% employer match about $74,826 at 4% or $49,884 at 6%; with 100% employer match about $56,120 at 4% or $37,413 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-124$4,570,936$556,707$4,490iApproximate average salary by contribution assumption: employee only about $112,239 at 4% or $74,826 at 6%; with 50% employer match about $74,826 at 4% or $49,884 at 6%; with 100% employer match about $56,120 at 4% or $37,413 at 6%.
Ariosa & Company Group Benefits Plan-115---
20232107$3,693,436$433,327$4,050iApproximate average salary by contribution assumption: employee only about $101,245 at 4% or $67,496 at 6%; with 50% employer match about $67,496 at 4% or $44,998 at 6%; with 100% employer match about $50,622 at 4% or $33,748 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-107$3,693,436$433,327$4,050iApproximate average salary by contribution assumption: employee only about $101,245 at 4% or $67,496 at 6%; with 50% employer match about $67,496 at 4% or $44,998 at 6%; with 100% employer match about $50,622 at 4% or $33,748 at 6%.
Ariosa & Company Group Benefits Plan-100---
20222108$2,870,270$432,516$4,005iApproximate average salary by contribution assumption: employee only about $100,119 at 4% or $66,746 at 6%; with 50% employer match about $66,746 at 4% or $44,498 at 6%; with 100% employer match about $50,060 at 4% or $33,373 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-104$2,870,270$432,516$4,159iApproximate average salary by contribution assumption: employee only about $103,970 at 4% or $69,313 at 6%; with 50% employer match about $69,313 at 4% or $46,209 at 6%; with 100% employer match about $51,985 at 4% or $34,657 at 6%.
Ariosa & Company Group Benefits Plan-108---
2021191$3,009,572$385,841$4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-91$3,009,572$385,841$4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%.
2020150$2,251,364$283,410$5,668iApproximate average salary by contribution assumption: employee only about $141,705 at 4% or $94,470 at 6%; with 50% employer match about $94,470 at 4% or $62,980 at 6%; with 100% employer match about $70,853 at 4% or $47,235 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-50$2,251,364$283,410$5,668iApproximate average salary by contribution assumption: employee only about $141,705 at 4% or $94,470 at 6%; with 50% employer match about $94,470 at 4% or $62,980 at 6%; with 100% employer match about $70,853 at 4% or $47,235 at 6%.
2019151$1,699,100$220,481$4,323iApproximate average salary by contribution assumption: employee only about $108,079 at 4% or $72,053 at 6%; with 50% employer match about $72,053 at 4% or $48,035 at 6%; with 100% employer match about $54,039 at 4% or $36,026 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-51$1,699,100$220,481$4,323iApproximate average salary by contribution assumption: employee only about $108,079 at 4% or $72,053 at 6%; with 50% employer match about $72,053 at 4% or $48,035 at 6%; with 100% employer match about $54,039 at 4% or $36,026 at 6%.
2018154$1,299,405$232,027$4,297iApproximate average salary by contribution assumption: employee only about $107,420 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,710 at 4% or $35,807 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-54$1,299,405$232,027$4,297iApproximate average salary by contribution assumption: employee only about $107,420 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,710 at 4% or $35,807 at 6%.
2017155$1,178,325$225,291$4,096iApproximate average salary by contribution assumption: employee only about $102,405 at 4% or $68,270 at 6%; with 50% employer match about $68,270 at 4% or $45,513 at 6%; with 100% employer match about $51,203 at 4% or $34,135 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-55$1,178,325$225,291$4,096iApproximate average salary by contribution assumption: employee only about $102,405 at 4% or $68,270 at 6%; with 50% employer match about $68,270 at 4% or $45,513 at 6%; with 100% employer match about $51,203 at 4% or $34,135 at 6%.
2016149$803,200$733,867$14,977iApproximate average salary by contribution assumption: employee only about $374,422 at 4% or $249,615 at 6%; with 50% employer match about $249,615 at 4% or $166,410 at 6%; with 100% employer match about $187,211 at 4% or $124,807 at 6%.
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST-49$803,200$733,867$14,977iApproximate average salary by contribution assumption: employee only about $374,422 at 4% or $249,615 at 6%; with 50% employer match about $249,615 at 4% or $166,410 at 6%; with 100% employer match about $187,211 at 4% or $124,807 at 6%.