Cassady Schiller Wealth Management LLC
Plan context: Cassady Schiller Wealth Management LLC 401(K) Profit Sharing Plan
EIN 26-1761853 • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,870,354
2025 Contributions
$14,804
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $14,804 | - |
| Cassady Schiller Wealth Management LLC 401(K) Profit Sharing Plan | - | 0 | - | $14,804 | - |
| 2024 | 1 | 8 | $1,870,354 | $87,241 | $10,905iApproximate average salary by contribution assumption: employee only about $272,628 at 4% or $181,752 at 6%; with 50% employer match about $181,752 at 4% or $121,168 at 6%; with 100% employer match about $136,314 at 4% or $90,876 at 6%. |
| Cassady Schiller Wealth Management LLC 401(K) Profit Sharing Plan | - | 8 | $1,870,354 | $87,241 | $10,905iApproximate average salary by contribution assumption: employee only about $272,628 at 4% or $181,752 at 6%; with 50% employer match about $181,752 at 4% or $121,168 at 6%; with 100% employer match about $136,314 at 4% or $90,876 at 6%. |