Investment & Retirement Advisors LLC
Plan context: Investment & Retirement Advisors 401(K) Plan
EIN 26-0088389 • Murfreesboro, TN • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,056,109
2024 Contributions
$152,153
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 | 4 | $1,056,109 | $152,153 | $38,038iApproximate average salary by contribution assumption: employee only about $950,956 at 4% or $633,971 at 6%; with 50% employer match about $633,971 at 4% or $422,647 at 6%; with 100% employer match about $475,478 at 4% or $316,985 at 6%. |
| Investment & Retirement Advisors 401(K) Plan | - | 4 | $1,056,109 | $152,153 | $38,038iApproximate average salary by contribution assumption: employee only about $950,956 at 4% or $633,971 at 6%; with 50% employer match about $633,971 at 4% or $422,647 at 6%; with 100% employer match about $475,478 at 4% or $316,985 at 6%. |
| 2023 | 1 | 5 | $259,027 | $142,840 | $28,568iApproximate average salary by contribution assumption: employee only about $714,200 at 4% or $476,133 at 6%; with 50% employer match about $476,133 at 4% or $317,422 at 6%; with 100% employer match about $357,100 at 4% or $238,067 at 6%. |
| Investment & Retirement Advisors 401(K) Plan | - | 5 | $259,027 | $142,840 | $28,568iApproximate average salary by contribution assumption: employee only about $714,200 at 4% or $476,133 at 6%; with 50% employer match about $476,133 at 4% or $317,422 at 6%; with 100% employer match about $357,100 at 4% or $238,067 at 6%. |
| 2022 | 1 | 4 | $79,455 | $80,720 | $20,180iApproximate average salary by contribution assumption: employee only about $504,500 at 4% or $336,333 at 6%; with 50% employer match about $336,333 at 4% or $224,222 at 6%; with 100% employer match about $252,250 at 4% or $168,167 at 6%. |
| Investment & Retirement Advisors 401(K) Plan | - | 4 | $79,455 | $80,720 | $20,180iApproximate average salary by contribution assumption: employee only about $504,500 at 4% or $336,333 at 6%; with 50% employer match about $336,333 at 4% or $224,222 at 6%; with 100% employer match about $252,250 at 4% or $168,167 at 6%. |