Civic Intelligence

Biltmore Wealth Management, L.L.C.

Plan context: Biltmore Wealth Management, L.L.C. 401(K) Plan

EIN 27-0672821 • Tempe, AZ • 14 filings • 1 plans

1400 E. Southern Ave., Suite 650Tempe, AZ 85282
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,927,512

2024 Contributions

$220,315

Historical Graphs

Total Assets Over Time

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

$2,927,512$1,463,756$0201120182024YearValue
$2,927,512Latest year 2024

Participants Over Time

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

420201120182024YearValue
4Latest 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
202414$2,927,512$220,315$55,079iApproximate average salary by contribution assumption: employee only about $1,376,969 at 4% or $917,979 at 6%; with 50% employer match about $917,979 at 4% or $611,986 at 6%; with 100% employer match about $688,484 at 4% or $458,990 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-4$2,927,512$220,315$55,079iApproximate average salary by contribution assumption: employee only about $1,376,969 at 4% or $917,979 at 6%; with 50% employer match about $917,979 at 4% or $611,986 at 6%; with 100% employer match about $688,484 at 4% or $458,990 at 6%.
202314$2,312,404$192,269$48,067iApproximate average salary by contribution assumption: employee only about $1,201,681 at 4% or $801,121 at 6%; with 50% employer match about $801,121 at 4% or $534,081 at 6%; with 100% employer match about $600,841 at 4% or $400,560 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-4$2,312,404$192,269$48,067iApproximate average salary by contribution assumption: employee only about $1,201,681 at 4% or $801,121 at 6%; with 50% employer match about $801,121 at 4% or $534,081 at 6%; with 100% employer match about $600,841 at 4% or $400,560 at 6%.
202214$1,703,547$172,622$43,156iApproximate average salary by contribution assumption: employee only about $1,078,888 at 4% or $719,258 at 6%; with 50% employer match about $719,258 at 4% or $479,506 at 6%; with 100% employer match about $539,444 at 4% or $359,629 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-4$1,703,547$172,622$43,156iApproximate average salary by contribution assumption: employee only about $1,078,888 at 4% or $719,258 at 6%; with 50% employer match about $719,258 at 4% or $479,506 at 6%; with 100% employer match about $539,444 at 4% or $359,629 at 6%.
202114$1,835,123$163,915$40,979iApproximate average salary by contribution assumption: employee only about $1,024,469 at 4% or $682,979 at 6%; with 50% employer match about $682,979 at 4% or $455,319 at 6%; with 100% employer match about $512,234 at 4% or $341,490 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-4$1,835,123$163,915$40,979iApproximate average salary by contribution assumption: employee only about $1,024,469 at 4% or $682,979 at 6%; with 50% employer match about $682,979 at 4% or $455,319 at 6%; with 100% employer match about $512,234 at 4% or $341,490 at 6%.
202014$1,339,211$136,274$34,069iApproximate average salary by contribution assumption: employee only about $851,713 at 4% or $567,808 at 6%; with 50% employer match about $567,808 at 4% or $378,539 at 6%; with 100% employer match about $425,856 at 4% or $283,904 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-4$1,339,211$136,274$34,069iApproximate average salary by contribution assumption: employee only about $851,713 at 4% or $567,808 at 6%; with 50% employer match about $567,808 at 4% or $378,539 at 6%; with 100% employer match about $425,856 at 4% or $283,904 at 6%.
201913$1,064,292$127,296$42,432iApproximate average salary by contribution assumption: employee only about $1,060,800 at 4% or $707,200 at 6%; with 50% employer match about $707,200 at 4% or $471,467 at 6%; with 100% employer match about $530,400 at 4% or $353,600 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$1,064,292$127,296$42,432iApproximate average salary by contribution assumption: employee only about $1,060,800 at 4% or $707,200 at 6%; with 50% employer match about $707,200 at 4% or $471,467 at 6%; with 100% employer match about $530,400 at 4% or $353,600 at 6%.
201814$757,403$127,888$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-4$757,403$127,888$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
201713$683,535$120,573$40,191iApproximate average salary by contribution assumption: employee only about $1,004,775 at 4% or $669,850 at 6%; with 50% employer match about $669,850 at 4% or $446,567 at 6%; with 100% employer match about $502,388 at 4% or $334,925 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$683,535$120,573$40,191iApproximate average salary by contribution assumption: employee only about $1,004,775 at 4% or $669,850 at 6%; with 50% employer match about $669,850 at 4% or $446,567 at 6%; with 100% employer match about $502,388 at 4% or $334,925 at 6%.
201613$510,716$117,883$39,294iApproximate average salary by contribution assumption: employee only about $982,358 at 4% or $654,906 at 6%; with 50% employer match about $654,906 at 4% or $436,604 at 6%; with 100% employer match about $491,179 at 4% or $327,453 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$510,716$117,883$39,294iApproximate average salary by contribution assumption: employee only about $982,358 at 4% or $654,906 at 6%; with 50% employer match about $654,906 at 4% or $436,604 at 6%; with 100% employer match about $491,179 at 4% or $327,453 at 6%.
201513$375,621$117,636$39,212iApproximate average salary by contribution assumption: employee only about $980,300 at 4% or $653,533 at 6%; with 50% employer match about $653,533 at 4% or $435,689 at 6%; with 100% employer match about $490,150 at 4% or $326,767 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$375,621$117,636$39,212iApproximate average salary by contribution assumption: employee only about $980,300 at 4% or $653,533 at 6%; with 50% employer match about $653,533 at 4% or $435,689 at 6%; with 100% employer match about $490,150 at 4% or $326,767 at 6%.
201413$324,059$76,396$25,465iApproximate average salary by contribution assumption: employee only about $636,633 at 4% or $424,422 at 6%; with 50% employer match about $424,422 at 4% or $282,948 at 6%; with 100% employer match about $318,317 at 4% or $212,211 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$324,059$76,396$25,465iApproximate average salary by contribution assumption: employee only about $636,633 at 4% or $424,422 at 6%; with 50% employer match about $424,422 at 4% or $282,948 at 6%; with 100% employer match about $318,317 at 4% or $212,211 at 6%.
201313$220,707$71,561$23,854iApproximate average salary by contribution assumption: employee only about $596,342 at 4% or $397,561 at 6%; with 50% employer match about $397,561 at 4% or $265,041 at 6%; with 100% employer match about $298,171 at 4% or $198,781 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$220,707$71,561$23,854iApproximate average salary by contribution assumption: employee only about $596,342 at 4% or $397,561 at 6%; with 50% employer match about $397,561 at 4% or $265,041 at 6%; with 100% employer match about $298,171 at 4% or $198,781 at 6%.
201213$126,011$65,943$21,981iApproximate average salary by contribution assumption: employee only about $549,525 at 4% or $366,350 at 6%; with 50% employer match about $366,350 at 4% or $244,233 at 6%; with 100% employer match about $274,763 at 4% or $183,175 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$126,011$65,943$21,981iApproximate average salary by contribution assumption: employee only about $549,525 at 4% or $366,350 at 6%; with 50% employer match about $366,350 at 4% or $244,233 at 6%; with 100% employer match about $274,763 at 4% or $183,175 at 6%.
201113$59,406$59,153$19,718iApproximate average salary by contribution assumption: employee only about $492,942 at 4% or $328,628 at 6%; with 50% employer match about $328,628 at 4% or $219,085 at 6%; with 100% employer match about $246,471 at 4% or $164,314 at 6%.
Biltmore Wealth Management, L.L.C. 401(K) Plan-3$59,406$59,153$19,718iApproximate average salary by contribution assumption: employee only about $492,942 at 4% or $328,628 at 6%; with 50% employer match about $328,628 at 4% or $219,085 at 6%; with 100% employer match about $246,471 at 4% or $164,314 at 6%.