Civic Intelligence

Orion Strategies LLC

Plan context: Orion Strategies LLC 401(K) Plan

EIN 26-0509735 • Charleston, WV • 14 filings • 1 plans

206 Capitol Street3rd FloorCharleston, WV 25301
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$2,232,569

2025 Contributions

$235,197

Historical Graphs

Total Assets Over Time

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

$2,232,569$1,116,285$0201220192025YearValue
$2,232,569Latest year 2025

Participants Over Time

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

35180201220192025YearValue
28Latest year 2025

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
2025128$2,232,569$235,197$8,400iApproximate average salary by contribution assumption: employee only about $209,997 at 4% or $139,998 at 6%; with 50% employer match about $139,998 at 4% or $93,332 at 6%; with 100% employer match about $104,999 at 4% or $69,999 at 6%.
Orion Strategies LLC 401(K) Plan-28$2,232,569$235,197$8,400iApproximate average salary by contribution assumption: employee only about $209,997 at 4% or $139,998 at 6%; with 50% employer match about $139,998 at 4% or $93,332 at 6%; with 100% employer match about $104,999 at 4% or $69,999 at 6%.
2024131$1,697,145$354,372$11,431iApproximate average salary by contribution assumption: employee only about $285,784 at 4% or $190,523 at 6%; with 50% employer match about $190,523 at 4% or $127,015 at 6%; with 100% employer match about $142,892 at 4% or $95,261 at 6%.
Orion Strategies LLC 401(K) Plan-31$1,697,145$354,372$11,431iApproximate average salary by contribution assumption: employee only about $285,784 at 4% or $190,523 at 6%; with 50% employer match about $190,523 at 4% or $127,015 at 6%; with 100% employer match about $142,892 at 4% or $95,261 at 6%.
2023135$1,185,726$221,730$6,335iApproximate average salary by contribution assumption: employee only about $158,379 at 4% or $105,586 at 6%; with 50% employer match about $105,586 at 4% or $70,390 at 6%; with 100% employer match about $79,189 at 4% or $52,793 at 6%.
Orion Strategies LLC 401(K) Plan-35$1,185,726$221,730$6,335iApproximate average salary by contribution assumption: employee only about $158,379 at 4% or $105,586 at 6%; with 50% employer match about $105,586 at 4% or $70,390 at 6%; with 100% employer match about $79,189 at 4% or $52,793 at 6%.
2022126$803,094$185,386$7,130iApproximate average salary by contribution assumption: employee only about $178,256 at 4% or $118,837 at 6%; with 50% employer match about $118,837 at 4% or $79,225 at 6%; with 100% employer match about $89,128 at 4% or $59,419 at 6%.
Orion Strategies LLC 401(K) Plan-26$803,094$185,386$7,130iApproximate average salary by contribution assumption: employee only about $178,256 at 4% or $118,837 at 6%; with 50% employer match about $118,837 at 4% or $79,225 at 6%; with 100% employer match about $89,128 at 4% or $59,419 at 6%.
2021124$861,596$167,289$6,970iApproximate average salary by contribution assumption: employee only about $174,259 at 4% or $116,173 at 6%; with 50% employer match about $116,173 at 4% or $77,449 at 6%; with 100% employer match about $87,130 at 4% or $58,086 at 6%.
Orion Strategies LLC 401(K) Plan-24$861,596$167,289$6,970iApproximate average salary by contribution assumption: employee only about $174,259 at 4% or $116,173 at 6%; with 50% employer match about $116,173 at 4% or $77,449 at 6%; with 100% employer match about $87,130 at 4% or $58,086 at 6%.
2020119$596,608$85,317$4,490iApproximate average salary by contribution assumption: employee only about $112,259 at 4% or $74,839 at 6%; with 50% employer match about $74,839 at 4% or $49,893 at 6%; with 100% employer match about $56,130 at 4% or $37,420 at 6%.
Orion Strategies LLC 401(K) Plan-19$596,608$85,317$4,490iApproximate average salary by contribution assumption: employee only about $112,259 at 4% or $74,839 at 6%; with 50% employer match about $74,839 at 4% or $49,893 at 6%; with 100% employer match about $56,130 at 4% or $37,420 at 6%.
2019118$507,021$81,499$4,528iApproximate average salary by contribution assumption: employee only about $113,193 at 4% or $75,462 at 6%; with 50% employer match about $75,462 at 4% or $50,308 at 6%; with 100% employer match about $56,597 at 4% or $37,731 at 6%.
Orion Strategies LLC 401(K) Plan-18$507,021$81,499$4,528iApproximate average salary by contribution assumption: employee only about $113,193 at 4% or $75,462 at 6%; with 50% employer match about $75,462 at 4% or $50,308 at 6%; with 100% employer match about $56,597 at 4% or $37,731 at 6%.
2018114$336,112$59,815$4,273iApproximate average salary by contribution assumption: employee only about $106,813 at 4% or $71,208 at 6%; with 50% employer match about $71,208 at 4% or $47,472 at 6%; with 100% employer match about $53,406 at 4% or $35,604 at 6%.
Orion Strategies LLC 401(K) Plan-14$336,112$59,815$4,273iApproximate average salary by contribution assumption: employee only about $106,813 at 4% or $71,208 at 6%; with 50% employer match about $71,208 at 4% or $47,472 at 6%; with 100% employer match about $53,406 at 4% or $35,604 at 6%.
201719$322,866$52,575$5,842iApproximate average salary by contribution assumption: employee only about $146,042 at 4% or $97,361 at 6%; with 50% employer match about $97,361 at 4% or $64,907 at 6%; with 100% employer match about $73,021 at 4% or $48,681 at 6%.
Orion Strategies LLC 401(K) Plan-9$322,866$52,575$5,842iApproximate average salary by contribution assumption: employee only about $146,042 at 4% or $97,361 at 6%; with 50% employer match about $97,361 at 4% or $64,907 at 6%; with 100% employer match about $73,021 at 4% or $48,681 at 6%.
2016111$226,655$42,377$3,852iApproximate average salary by contribution assumption: employee only about $96,311 at 4% or $64,208 at 6%; with 50% employer match about $64,208 at 4% or $42,805 at 6%; with 100% employer match about $48,156 at 4% or $32,104 at 6%.
Orion Strategies LLC 401(K) Plan-11$226,655$42,377$3,852iApproximate average salary by contribution assumption: employee only about $96,311 at 4% or $64,208 at 6%; with 50% employer match about $64,208 at 4% or $42,805 at 6%; with 100% employer match about $48,156 at 4% or $32,104 at 6%.
2015110$171,593$37,990$3,799iApproximate average salary by contribution assumption: employee only about $94,975 at 4% or $63,317 at 6%; with 50% employer match about $63,317 at 4% or $42,211 at 6%; with 100% employer match about $47,488 at 4% or $31,658 at 6%.
Orion Strategies LLC 401(K) Plan-10$171,593$37,990$3,799iApproximate average salary by contribution assumption: employee only about $94,975 at 4% or $63,317 at 6%; with 50% employer match about $63,317 at 4% or $42,211 at 6%; with 100% employer match about $47,488 at 4% or $31,658 at 6%.
201417$138,510$105,811$15,116iApproximate average salary by contribution assumption: employee only about $377,896 at 4% or $251,931 at 6%; with 50% employer match about $251,931 at 4% or $167,954 at 6%; with 100% employer match about $188,948 at 4% or $125,965 at 6%.
Orion Strategies LLC 401(K) Plan-7$138,510$105,811$15,116iApproximate average salary by contribution assumption: employee only about $377,896 at 4% or $251,931 at 6%; with 50% employer match about $251,931 at 4% or $167,954 at 6%; with 100% employer match about $188,948 at 4% or $125,965 at 6%.
201316$35,884$12,757$2,126iApproximate average salary by contribution assumption: employee only about $53,154 at 4% or $35,436 at 6%; with 50% employer match about $35,436 at 4% or $23,624 at 6%; with 100% employer match about $26,577 at 4% or $17,718 at 6%.
Orion Strategies LLC 401(K) Plan-6$35,884$12,757$2,126iApproximate average salary by contribution assumption: employee only about $53,154 at 4% or $35,436 at 6%; with 50% employer match about $35,436 at 4% or $23,624 at 6%; with 100% employer match about $26,577 at 4% or $17,718 at 6%.
201215$25,526$25,526$5,105iApproximate average salary by contribution assumption: employee only about $127,630 at 4% or $85,087 at 6%; with 50% employer match about $85,087 at 4% or $56,724 at 6%; with 100% employer match about $63,815 at 4% or $42,543 at 6%.
Orion Strategies LLC 401(K) Plan-5$25,526$25,526$5,105iApproximate average salary by contribution assumption: employee only about $127,630 at 4% or $85,087 at 6%; with 50% employer match about $85,087 at 4% or $56,724 at 6%; with 100% employer match about $63,815 at 4% or $42,543 at 6%.