EMONEY ADVISOR, LLC HEALTH AND WELFARE PLAN
Plan context: EMONEY ADVISOR, LLC 401(K) PLAN
EIN 26-3082193 • Conshocken, PA • 16 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
557
2024 Assets
$2,192,840
2024 Contributions
$714,275
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 | 557 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 557 | - | - | - |
| 2023 | 1 | 560 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 560 | - | - | - |
| 2022 | 1 | 599 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 599 | - | - | - |
| 2021 | 1 | 601 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 601 | - | - | - |
| 2020 | 1 | 592 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 592 | - | - | - |
| 2019 | 1 | 676 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 676 | - | - | - |
| 2018 | 2 | 605 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 213 | - | - | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 605 | - | - | - |
| 2017 | 1 | 493 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 493 | - | - | - |
| 2016 | 1 | 444 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 444 | - | - | - |
| 2015 | 1 | 379 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 379 | - | - | - |
| 2014 | 1 | 213 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 213 | - | - | - |
| 2013 | 1 | 163 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 163 | - | - | - |
| 2012 | 1 | 173 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 173 | - | - | - |
| 2011 | 1 | 143 | $0 | $0 | - |
| Emoney Advisor LLC Health and Welfare Plan | - | 143 | - | - | - |
| 2009 | 1 | 79 | $2,192,840 | $714,275 | $9,041iApproximate average salary by contribution assumption: employee only about $226,036 at 4% or $150,691 at 6%; with 50% employer match about $150,691 at 4% or $100,461 at 6%; with 100% employer match about $113,018 at 4% or $75,345 at 6%. |
| EMONEY ADVISOR, LLC 401(K) PLAN | - | 79 | $2,192,840 | $714,275 | $9,041iApproximate average salary by contribution assumption: employee only about $226,036 at 4% or $150,691 at 6%; with 50% employer match about $150,691 at 4% or $100,461 at 6%; with 100% employer match about $113,018 at 4% or $75,345 at 6%. |