Civic Intelligence

Amp 150 E. Wilson Bridge Road LLC

Plan context: Comprehensive Wealth Partners LLC Retirement Savings Plan

EIN 26-1348636 • Powell, OH • 14 filings • 3 plans

90 Hidden Ravines Dr.Powell, OH 43065
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,453,942

2024 Contributions

$204,055

Historical Graphs

Total Assets Over Time

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

$2,453,942$1,226,971$0201120182024YearValue
$2,453,942Latest year 2024

Participants Over Time

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

29150201120182024YearValue
18Latest 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
2024118$2,453,942$204,055$11,336iApproximate average salary by contribution assumption: employee only about $283,410 at 4% or $188,940 at 6%; with 50% employer match about $188,940 at 4% or $125,960 at 6%; with 100% employer match about $141,705 at 4% or $94,470 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-18$2,453,942$204,055$11,336iApproximate average salary by contribution assumption: employee only about $283,410 at 4% or $188,940 at 6%; with 50% employer match about $188,940 at 4% or $125,960 at 6%; with 100% employer match about $141,705 at 4% or $94,470 at 6%.
2023119$2,144,612$178,977$9,420iApproximate average salary by contribution assumption: employee only about $235,496 at 4% or $156,997 at 6%; with 50% employer match about $156,997 at 4% or $104,665 at 6%; with 100% employer match about $117,748 at 4% or $78,499 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-19$2,144,612$178,977$9,420iApproximate average salary by contribution assumption: employee only about $235,496 at 4% or $156,997 at 6%; with 50% employer match about $156,997 at 4% or $104,665 at 6%; with 100% employer match about $117,748 at 4% or $78,499 at 6%.
2022118$1,682,559$166,438$9,247iApproximate average salary by contribution assumption: employee only about $231,164 at 4% or $154,109 at 6%; with 50% employer match about $154,109 at 4% or $102,740 at 6%; with 100% employer match about $115,582 at 4% or $77,055 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-18$1,682,559$166,438$9,247iApproximate average salary by contribution assumption: employee only about $231,164 at 4% or $154,109 at 6%; with 50% employer match about $154,109 at 4% or $102,740 at 6%; with 100% employer match about $115,582 at 4% or $77,055 at 6%.
2021118$1,899,060$163,884$9,105iApproximate average salary by contribution assumption: employee only about $227,617 at 4% or $151,744 at 6%; with 50% employer match about $151,744 at 4% or $101,163 at 6%; with 100% employer match about $113,808 at 4% or $75,872 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-18$1,899,060$163,884$9,105iApproximate average salary by contribution assumption: employee only about $227,617 at 4% or $151,744 at 6%; with 50% employer match about $151,744 at 4% or $101,163 at 6%; with 100% employer match about $113,808 at 4% or $75,872 at 6%.
2020122$1,599,160$160,784$7,308iApproximate average salary by contribution assumption: employee only about $182,709 at 4% or $121,806 at 6%; with 50% employer match about $121,806 at 4% or $81,204 at 6%; with 100% employer match about $91,355 at 4% or $60,903 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-22$1,599,160$160,784$7,308iApproximate average salary by contribution assumption: employee only about $182,709 at 4% or $121,806 at 6%; with 50% employer match about $121,806 at 4% or $81,204 at 6%; with 100% employer match about $91,355 at 4% or $60,903 at 6%.
2019129$1,749,801$155,314$5,356iApproximate average salary by contribution assumption: employee only about $133,891 at 4% or $89,261 at 6%; with 50% employer match about $89,261 at 4% or $59,507 at 6%; with 100% employer match about $66,946 at 4% or $44,630 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-29$1,749,801$155,314$5,356iApproximate average salary by contribution assumption: employee only about $133,891 at 4% or $89,261 at 6%; with 50% employer match about $89,261 at 4% or $59,507 at 6%; with 100% employer match about $66,946 at 4% or $44,630 at 6%.
2018129$1,413,290$196,904$6,790iApproximate average salary by contribution assumption: employee only about $169,745 at 4% or $113,163 at 6%; with 50% employer match about $113,163 at 4% or $75,442 at 6%; with 100% employer match about $84,872 at 4% or $56,582 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-29$1,413,290$196,904$6,790iApproximate average salary by contribution assumption: employee only about $169,745 at 4% or $113,163 at 6%; with 50% employer match about $113,163 at 4% or $75,442 at 6%; with 100% employer match about $84,872 at 4% or $56,582 at 6%.
2017124$2,232,996$285,932$11,914iApproximate average salary by contribution assumption: employee only about $297,846 at 4% or $198,564 at 6%; with 50% employer match about $198,564 at 4% or $132,376 at 6%; with 100% employer match about $148,923 at 4% or $99,282 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-24$2,232,996$285,932$11,914iApproximate average salary by contribution assumption: employee only about $297,846 at 4% or $198,564 at 6%; with 50% employer match about $198,564 at 4% or $132,376 at 6%; with 100% employer match about $148,923 at 4% or $99,282 at 6%.
2016121$1,659,659$284,821$13,563iApproximate average salary by contribution assumption: employee only about $339,073 at 4% or $226,048 at 6%; with 50% employer match about $226,048 at 4% or $150,699 at 6%; with 100% employer match about $169,536 at 4% or $113,024 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-21$1,659,659$284,821$13,563iApproximate average salary by contribution assumption: employee only about $339,073 at 4% or $226,048 at 6%; with 50% employer match about $226,048 at 4% or $150,699 at 6%; with 100% employer match about $169,536 at 4% or $113,024 at 6%.
2015123$1,305,527$294,132$12,788iApproximate average salary by contribution assumption: employee only about $319,709 at 4% or $213,139 at 6%; with 50% employer match about $213,139 at 4% or $142,093 at 6%; with 100% employer match about $159,854 at 4% or $106,570 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-23$1,305,527$294,132$12,788iApproximate average salary by contribution assumption: employee only about $319,709 at 4% or $213,139 at 6%; with 50% employer match about $213,139 at 4% or $142,093 at 6%; with 100% employer match about $159,854 at 4% or $106,570 at 6%.
2014118$1,010,148$295,999$16,444iApproximate average salary by contribution assumption: employee only about $411,110 at 4% or $274,073 at 6%; with 50% employer match about $274,073 at 4% or $182,715 at 6%; with 100% employer match about $205,555 at 4% or $137,037 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-18$1,010,148$295,999$16,444iApproximate average salary by contribution assumption: employee only about $411,110 at 4% or $274,073 at 6%; with 50% employer match about $274,073 at 4% or $182,715 at 6%; with 100% employer match about $205,555 at 4% or $137,037 at 6%.
2013114$702,001$297,868$21,276iApproximate average salary by contribution assumption: employee only about $531,907 at 4% or $354,605 at 6%; with 50% employer match about $354,605 at 4% or $236,403 at 6%; with 100% employer match about $265,954 at 4% or $177,302 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-14$702,001$297,868$21,276iApproximate average salary by contribution assumption: employee only about $531,907 at 4% or $354,605 at 6%; with 50% employer match about $354,605 at 4% or $236,403 at 6%; with 100% employer match about $265,954 at 4% or $177,302 at 6%.
2012110$387,044$248,014$24,801iApproximate average salary by contribution assumption: employee only about $620,035 at 4% or $413,357 at 6%; with 50% employer match about $413,357 at 4% or $275,571 at 6%; with 100% employer match about $310,018 at 4% or $206,678 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-10$387,044$248,014$24,801iApproximate average salary by contribution assumption: employee only about $620,035 at 4% or $413,357 at 6%; with 50% employer match about $413,357 at 4% or $275,571 at 6%; with 100% employer match about $310,018 at 4% or $206,678 at 6%.
201119$145,036$145,036$16,115iApproximate average salary by contribution assumption: employee only about $402,878 at 4% or $268,585 at 6%; with 50% employer match about $268,585 at 4% or $179,057 at 6%; with 100% employer match about $201,439 at 4% or $134,293 at 6%.
Comprehensive Wealth Partners LLC Retirement Savings Plan-9$145,036$145,036$16,115iApproximate average salary by contribution assumption: employee only about $402,878 at 4% or $268,585 at 6%; with 50% employer match about $268,585 at 4% or $179,057 at 6%; with 100% employer match about $201,439 at 4% or $134,293 at 6%.