Civic Intelligence

Wealthquest Corporation

Plan context: Wealthquest Corporation 401(K) & Profit Sharing Plan

EIN 20-5248650 • Cincinnati, OH • 20 filings • 4 plans

50 E-business WaySuite 120Cincinnati, OH 45241
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$10,526,895

2024 Contributions

$1,042,329

Historical Graphs

Total Assets Over Time

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

$10,526,895$5,263,448$0200820162024YearValue
$10,526,895Latest year 2024

Participants Over Time

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

44220200820162024YearValue
44Latest 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
2024144$10,526,895$1,042,329$23,689iApproximate average salary by contribution assumption: employee only about $592,232 at 4% or $394,822 at 6%; with 50% employer match about $394,822 at 4% or $263,214 at 6%; with 100% employer match about $296,116 at 4% or $197,411 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-44$10,526,895$1,042,329$23,689iApproximate average salary by contribution assumption: employee only about $592,232 at 4% or $394,822 at 6%; with 50% employer match about $394,822 at 4% or $263,214 at 6%; with 100% employer match about $296,116 at 4% or $197,411 at 6%.
2023144$8,539,328$665,361$15,122iApproximate average salary by contribution assumption: employee only about $378,046 at 4% or $252,031 at 6%; with 50% employer match about $252,031 at 4% or $168,020 at 6%; with 100% employer match about $189,023 at 4% or $126,015 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-44$8,539,328$665,361$15,122iApproximate average salary by contribution assumption: employee only about $378,046 at 4% or $252,031 at 6%; with 50% employer match about $252,031 at 4% or $168,020 at 6%; with 100% employer match about $189,023 at 4% or $126,015 at 6%.
2022242$6,906,624$939,017$22,358iApproximate average salary by contribution assumption: employee only about $558,939 at 4% or $372,626 at 6%; with 50% employer match about $372,626 at 4% or $248,417 at 6%; with 100% employer match about $279,469 at 4% or $186,313 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-42$6,906,624$605,199$14,410iApproximate average salary by contribution assumption: employee only about $360,238 at 4% or $240,158 at 6%; with 50% employer match about $240,158 at 4% or $160,106 at 6%; with 100% employer match about $180,119 at 4% or $120,079 at 6%.
WEALTHQUEST CORPORATION SOCA BENEFIT PLAN-0$0$333,818-
2021238$7,837,510$1,048,464$27,591iApproximate average salary by contribution assumption: employee only about $689,779 at 4% or $459,853 at 6%; with 50% employer match about $459,853 at 4% or $306,568 at 6%; with 100% employer match about $344,889 at 4% or $229,926 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-38$7,810,304$762,963$20,078iApproximate average salary by contribution assumption: employee only about $501,949 at 4% or $334,633 at 6%; with 50% employer match about $334,633 at 4% or $223,089 at 6%; with 100% employer match about $250,975 at 4% or $167,316 at 6%.
WEALTHQUEST CORPORATION SOCA BENEFIT PLAN-30$27,206$285,501$9,517iApproximate average salary by contribution assumption: employee only about $237,918 at 4% or $158,612 at 6%; with 50% employer match about $158,612 at 4% or $105,741 at 6%; with 100% employer match about $118,959 at 4% or $79,306 at 6%.
2020227$6,178,450$787,887$29,181iApproximate average salary by contribution assumption: employee only about $729,525 at 4% or $486,350 at 6%; with 50% employer match about $486,350 at 4% or $324,233 at 6%; with 100% employer match about $364,763 at 4% or $243,175 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-27$6,161,686$593,659$21,987iApproximate average salary by contribution assumption: employee only about $549,684 at 4% or $366,456 at 6%; with 50% employer match about $366,456 at 4% or $244,304 at 6%; with 100% employer match about $274,842 at 4% or $183,228 at 6%.
WEALTHQUEST CORPORATION SOCA BENEFIT PLAN-27$16,764$194,228$7,194iApproximate average salary by contribution assumption: employee only about $179,841 at 4% or $119,894 at 6%; with 50% employer match about $119,894 at 4% or $79,929 at 6%; with 100% employer match about $89,920 at 4% or $59,947 at 6%.
2019125$4,785,077$509,743$20,390iApproximate average salary by contribution assumption: employee only about $509,743 at 4% or $339,829 at 6%; with 50% employer match about $339,829 at 4% or $226,552 at 6%; with 100% employer match about $254,872 at 4% or $169,914 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-25$4,785,077$509,743$20,390iApproximate average salary by contribution assumption: employee only about $509,743 at 4% or $339,829 at 6%; with 50% employer match about $339,829 at 4% or $226,552 at 6%; with 100% employer match about $254,872 at 4% or $169,914 at 6%.
2018123$3,471,248$427,214$18,575iApproximate average salary by contribution assumption: employee only about $464,363 at 4% or $309,575 at 6%; with 50% employer match about $309,575 at 4% or $206,384 at 6%; with 100% employer match about $232,182 at 4% or $154,788 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-23$3,471,248$427,214$18,575iApproximate average salary by contribution assumption: employee only about $464,363 at 4% or $309,575 at 6%; with 50% employer match about $309,575 at 4% or $206,384 at 6%; with 100% employer match about $232,182 at 4% or $154,788 at 6%.
2017121$3,749,473$403,941$19,235iApproximate average salary by contribution assumption: employee only about $480,882 at 4% or $320,588 at 6%; with 50% employer match about $320,588 at 4% or $213,725 at 6%; with 100% employer match about $240,441 at 4% or $160,294 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-21$3,749,473$403,941$19,235iApproximate average salary by contribution assumption: employee only about $480,882 at 4% or $320,588 at 6%; with 50% employer match about $320,588 at 4% or $213,725 at 6%; with 100% employer match about $240,441 at 4% or $160,294 at 6%.
2016119$2,763,275$340,522$17,922iApproximate average salary by contribution assumption: employee only about $448,055 at 4% or $298,704 at 6%; with 50% employer match about $298,704 at 4% or $199,136 at 6%; with 100% employer match about $224,028 at 4% or $149,352 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-19$2,763,275$340,522$17,922iApproximate average salary by contribution assumption: employee only about $448,055 at 4% or $298,704 at 6%; with 50% employer match about $298,704 at 4% or $199,136 at 6%; with 100% employer match about $224,028 at 4% or $149,352 at 6%.
2015117$2,226,866$303,500$17,853iApproximate average salary by contribution assumption: employee only about $446,324 at 4% or $297,549 at 6%; with 50% employer match about $297,549 at 4% or $198,366 at 6%; with 100% employer match about $223,162 at 4% or $148,775 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-17$2,226,866$303,500$17,853iApproximate average salary by contribution assumption: employee only about $446,324 at 4% or $297,549 at 6%; with 50% employer match about $297,549 at 4% or $198,366 at 6%; with 100% employer match about $223,162 at 4% or $148,775 at 6%.
2014116$1,968,084$294,082$18,380iApproximate average salary by contribution assumption: employee only about $459,503 at 4% or $306,335 at 6%; with 50% employer match about $306,335 at 4% or $204,224 at 6%; with 100% employer match about $229,752 at 4% or $153,168 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-16$1,968,084$294,082$18,380iApproximate average salary by contribution assumption: employee only about $459,503 at 4% or $306,335 at 6%; with 50% employer match about $306,335 at 4% or $204,224 at 6%; with 100% employer match about $229,752 at 4% or $153,168 at 6%.
2013115$1,582,302$332,880$22,192iApproximate average salary by contribution assumption: employee only about $554,800 at 4% or $369,867 at 6%; with 50% employer match about $369,867 at 4% or $246,578 at 6%; with 100% employer match about $277,400 at 4% or $184,933 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-15$1,582,302$332,880$22,192iApproximate average salary by contribution assumption: employee only about $554,800 at 4% or $369,867 at 6%; with 50% employer match about $369,867 at 4% or $246,578 at 6%; with 100% employer match about $277,400 at 4% or $184,933 at 6%.
2012115$1,042,863$578,837$38,589iApproximate average salary by contribution assumption: employee only about $964,728 at 4% or $643,152 at 6%; with 50% employer match about $643,152 at 4% or $428,768 at 6%; with 100% employer match about $482,364 at 4% or $321,576 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-15$1,042,863$578,837$38,589iApproximate average salary by contribution assumption: employee only about $964,728 at 4% or $643,152 at 6%; with 50% employer match about $643,152 at 4% or $428,768 at 6%; with 100% employer match about $482,364 at 4% or $321,576 at 6%.
2011110$393,819$131,864$13,186iApproximate average salary by contribution assumption: employee only about $329,660 at 4% or $219,773 at 6%; with 50% employer match about $219,773 at 4% or $146,516 at 6%; with 100% employer match about $164,830 at 4% or $109,887 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-10$393,819$131,864$13,186iApproximate average salary by contribution assumption: employee only about $329,660 at 4% or $219,773 at 6%; with 50% employer match about $219,773 at 4% or $146,516 at 6%; with 100% employer match about $164,830 at 4% or $109,887 at 6%.
201018$286,070$83,012$10,377iApproximate average salary by contribution assumption: employee only about $259,413 at 4% or $172,942 at 6%; with 50% employer match about $172,942 at 4% or $115,294 at 6%; with 100% employer match about $129,706 at 4% or $86,471 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-8$286,070$83,012$10,377iApproximate average salary by contribution assumption: employee only about $259,413 at 4% or $172,942 at 6%; with 50% employer match about $172,942 at 4% or $115,294 at 6%; with 100% employer match about $129,706 at 4% or $86,471 at 6%.
200917$172,348$60,301$8,614iApproximate average salary by contribution assumption: employee only about $215,361 at 4% or $143,574 at 6%; with 50% employer match about $143,574 at 4% or $95,716 at 6%; with 100% employer match about $107,680 at 4% or $71,787 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-7$172,348$60,301$8,614iApproximate average salary by contribution assumption: employee only about $215,361 at 4% or $143,574 at 6%; with 50% employer match about $143,574 at 4% or $95,716 at 6%; with 100% employer match about $107,680 at 4% or $71,787 at 6%.
200817$80,742$112,126$16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%.
Wealthquest Corporation 401(K) & Profit Sharing Plan-7$80,742$112,126$16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%.