Civic Intelligence

CLEVERLY & ASSOCIATES

Plan context: Cleverley & Associates 401(K) Profit Sharing Plan

EIN 20-8087939 • Worthington, OH • 17 filings • 2 plans

121 W Wilson Bridge RdSuite 400Worthington, OH 43085
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$15,491,304

2024 Contributions

$1,068,019

Historical Graphs

Total Assets Over Time

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

$15,491,304$7,745,652$0200720162024YearValue
$15,491,304Latest year 2024

Participants Over Time

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

53270200720162024YearValue
53Latest 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
2024153$15,491,304$1,068,019$20,151iApproximate average salary by contribution assumption: employee only about $503,783 at 4% or $335,855 at 6%; with 50% employer match about $335,855 at 4% or $223,903 at 6%; with 100% employer match about $251,891 at 4% or $167,928 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-53$15,491,304$1,068,019$20,151iApproximate average salary by contribution assumption: employee only about $503,783 at 4% or $335,855 at 6%; with 50% employer match about $335,855 at 4% or $223,903 at 6%; with 100% employer match about $251,891 at 4% or $167,928 at 6%.
2023149$14,195,805$1,038,482$21,194iApproximate average salary by contribution assumption: employee only about $529,838 at 4% or $353,225 at 6%; with 50% employer match about $353,225 at 4% or $235,483 at 6%; with 100% employer match about $264,919 at 4% or $176,613 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-49$14,195,805$1,038,482$21,194iApproximate average salary by contribution assumption: employee only about $529,838 at 4% or $353,225 at 6%; with 50% employer match about $353,225 at 4% or $235,483 at 6%; with 100% employer match about $264,919 at 4% or $176,613 at 6%.
2022147$10,451,857$838,901$17,849iApproximate average salary by contribution assumption: employee only about $446,224 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,112 at 4% or $148,741 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-47$10,451,857$838,901$17,849iApproximate average salary by contribution assumption: employee only about $446,224 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,112 at 4% or $148,741 at 6%.
2021142$12,141,595$752,304$17,912iApproximate average salary by contribution assumption: employee only about $447,800 at 4% or $298,533 at 6%; with 50% employer match about $298,533 at 4% or $199,022 at 6%; with 100% employer match about $223,900 at 4% or $149,267 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-42$12,141,595$752,304$17,912iApproximate average salary by contribution assumption: employee only about $447,800 at 4% or $298,533 at 6%; with 50% employer match about $298,533 at 4% or $199,022 at 6%; with 100% employer match about $223,900 at 4% or $149,267 at 6%.
2020141$9,659,502$659,851$16,094iApproximate average salary by contribution assumption: employee only about $402,348 at 4% or $268,232 at 6%; with 50% employer match about $268,232 at 4% or $178,821 at 6%; with 100% employer match about $201,174 at 4% or $134,116 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-41$9,659,502$659,851$16,094iApproximate average salary by contribution assumption: employee only about $402,348 at 4% or $268,232 at 6%; with 50% employer match about $268,232 at 4% or $178,821 at 6%; with 100% employer match about $201,174 at 4% or $134,116 at 6%.
2019137$7,531,759$627,741$16,966iApproximate average salary by contribution assumption: employee only about $424,149 at 4% or $282,766 at 6%; with 50% employer match about $282,766 at 4% or $188,511 at 6%; with 100% employer match about $212,075 at 4% or $141,383 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-37$7,531,759$627,741$16,966iApproximate average salary by contribution assumption: employee only about $424,149 at 4% or $282,766 at 6%; with 50% employer match about $282,766 at 4% or $188,511 at 6%; with 100% employer match about $212,075 at 4% or $141,383 at 6%.
2018136$5,470,461$536,449$14,901iApproximate average salary by contribution assumption: employee only about $372,534 at 4% or $248,356 at 6%; with 50% employer match about $248,356 at 4% or $165,571 at 6%; with 100% employer match about $186,267 at 4% or $124,178 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-36$5,470,461$536,449$14,901iApproximate average salary by contribution assumption: employee only about $372,534 at 4% or $248,356 at 6%; with 50% employer match about $248,356 at 4% or $165,571 at 6%; with 100% employer match about $186,267 at 4% or $124,178 at 6%.
2017138$5,822,103$487,649$12,833iApproximate average salary by contribution assumption: employee only about $320,822 at 4% or $213,881 at 6%; with 50% employer match about $213,881 at 4% or $142,587 at 6%; with 100% employer match about $160,411 at 4% or $106,941 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-38$5,822,103$487,649$12,833iApproximate average salary by contribution assumption: employee only about $320,822 at 4% or $213,881 at 6%; with 50% employer match about $213,881 at 4% or $142,587 at 6%; with 100% employer match about $160,411 at 4% or $106,941 at 6%.
2016138$4,556,448$466,330$12,272iApproximate average salary by contribution assumption: employee only about $306,796 at 4% or $204,531 at 6%; with 50% employer match about $204,531 at 4% or $136,354 at 6%; with 100% employer match about $153,398 at 4% or $102,265 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-38$4,556,448$466,330$12,272iApproximate average salary by contribution assumption: employee only about $306,796 at 4% or $204,531 at 6%; with 50% employer match about $204,531 at 4% or $136,354 at 6%; with 100% employer match about $153,398 at 4% or $102,265 at 6%.
2015135$4,036,047$389,377$11,125iApproximate average salary by contribution assumption: employee only about $278,126 at 4% or $185,418 at 6%; with 50% employer match about $185,418 at 4% or $123,612 at 6%; with 100% employer match about $139,063 at 4% or $92,709 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-35$4,036,047$389,377$11,125iApproximate average salary by contribution assumption: employee only about $278,126 at 4% or $185,418 at 6%; with 50% employer match about $185,418 at 4% or $123,612 at 6%; with 100% employer match about $139,063 at 4% or $92,709 at 6%.
2014130$3,747,349$421,800$14,060iApproximate average salary by contribution assumption: employee only about $351,500 at 4% or $234,333 at 6%; with 50% employer match about $234,333 at 4% or $156,222 at 6%; with 100% employer match about $175,750 at 4% or $117,167 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-30$3,747,349$421,800$14,060iApproximate average salary by contribution assumption: employee only about $351,500 at 4% or $234,333 at 6%; with 50% employer match about $234,333 at 4% or $156,222 at 6%; with 100% employer match about $175,750 at 4% or $117,167 at 6%.
2013131$3,529,558$399,992$12,903iApproximate average salary by contribution assumption: employee only about $322,574 at 4% or $215,049 at 6%; with 50% employer match about $215,049 at 4% or $143,366 at 6%; with 100% employer match about $161,287 at 4% or $107,525 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-31$3,529,558$399,992$12,903iApproximate average salary by contribution assumption: employee only about $322,574 at 4% or $215,049 at 6%; with 50% employer match about $215,049 at 4% or $143,366 at 6%; with 100% employer match about $161,287 at 4% or $107,525 at 6%.
2012131$2,824,264$390,426$12,594iApproximate average salary by contribution assumption: employee only about $314,860 at 4% or $209,906 at 6%; with 50% employer match about $209,906 at 4% or $139,938 at 6%; with 100% employer match about $157,430 at 4% or $104,953 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-31$2,824,264$390,426$12,594iApproximate average salary by contribution assumption: employee only about $314,860 at 4% or $209,906 at 6%; with 50% employer match about $209,906 at 4% or $139,938 at 6%; with 100% employer match about $157,430 at 4% or $104,953 at 6%.
2011125$2,169,221$362,552$14,502iApproximate average salary by contribution assumption: employee only about $362,552 at 4% or $241,701 at 6%; with 50% employer match about $241,701 at 4% or $161,134 at 6%; with 100% employer match about $181,276 at 4% or $120,851 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-25$2,169,221$362,552$14,502iApproximate average salary by contribution assumption: employee only about $362,552 at 4% or $241,701 at 6%; with 50% employer match about $241,701 at 4% or $161,134 at 6%; with 100% employer match about $181,276 at 4% or $120,851 at 6%.
2010124$1,950,019$396,151$16,506iApproximate average salary by contribution assumption: employee only about $412,657 at 4% or $275,105 at 6%; with 50% employer match about $275,105 at 4% or $183,403 at 6%; with 100% employer match about $206,329 at 4% or $137,552 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-24$1,950,019$396,151$16,506iApproximate average salary by contribution assumption: employee only about $412,657 at 4% or $275,105 at 6%; with 50% employer match about $275,105 at 4% or $183,403 at 6%; with 100% employer match about $206,329 at 4% or $137,552 at 6%.
2009123$1,719,391$376,035$16,349iApproximate average salary by contribution assumption: employee only about $408,734 at 4% or $272,489 at 6%; with 50% employer match about $272,489 at 4% or $181,659 at 6%; with 100% employer match about $204,367 at 4% or $136,245 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-23$1,719,391$376,035$16,349iApproximate average salary by contribution assumption: employee only about $408,734 at 4% or $272,489 at 6%; with 50% employer match about $272,489 at 4% or $181,659 at 6%; with 100% employer match about $204,367 at 4% or $136,245 at 6%.
2007120$1,140,671$337,867$16,893iApproximate average salary by contribution assumption: employee only about $422,334 at 4% or $281,556 at 6%; with 50% employer match about $281,556 at 4% or $187,704 at 6%; with 100% employer match about $211,167 at 4% or $140,778 at 6%.
Cleverley & Associates 401(K) Profit Sharing Plan-20$1,140,671$337,867$16,893iApproximate average salary by contribution assumption: employee only about $422,334 at 4% or $281,556 at 6%; with 50% employer match about $281,556 at 4% or $187,704 at 6%; with 100% employer match about $211,167 at 4% or $140,778 at 6%.