A.O. Wealth Advisory LLC
Plan context: Ao Wealth Advisory LLC 401(K) Plan
EIN 27-2784233 • Urbandale, IA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,588,288
2025 Contributions
$90,832
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 | 5 | $1,588,288 | $90,832 | $18,166iApproximate average salary by contribution assumption: employee only about $454,160 at 4% or $302,773 at 6%; with 50% employer match about $302,773 at 4% or $201,849 at 6%; with 100% employer match about $227,080 at 4% or $151,387 at 6%. |
| Ao Wealth Advisory LLC 401(K) Plan | - | 5 | $1,588,288 | $90,832 | $18,166iApproximate average salary by contribution assumption: employee only about $454,160 at 4% or $302,773 at 6%; with 50% employer match about $302,773 at 4% or $201,849 at 6%; with 100% employer match about $227,080 at 4% or $151,387 at 6%. |
| 2024 | 1 | 5 | $1,334,637 | $133,118 | $26,624iApproximate average salary by contribution assumption: employee only about $665,590 at 4% or $443,727 at 6%; with 50% employer match about $443,727 at 4% or $295,818 at 6%; with 100% employer match about $332,795 at 4% or $221,863 at 6%. |
| Ao Wealth Advisory LLC 401(K) Plan | - | 5 | $1,334,637 | $133,118 | $26,624iApproximate average salary by contribution assumption: employee only about $665,590 at 4% or $443,727 at 6%; with 50% employer match about $443,727 at 4% or $295,818 at 6%; with 100% employer match about $332,795 at 4% or $221,863 at 6%. |
| 2023 | 1 | 5 | $1,052,737 | $540,346 | $108,069iApproximate average salary by contribution assumption: employee only about $2,701,730 at 4% or $1,801,153 at 6%; with 50% employer match about $1,801,153 at 4% or $1,200,769 at 6%; with 100% employer match about $1,350,865 at 4% or $900,577 at 6%. |
| Ao Wealth Advisory LLC 401(K) Plan | - | 5 | $1,052,737 | $540,346 | $108,069iApproximate average salary by contribution assumption: employee only about $2,701,730 at 4% or $1,801,153 at 6%; with 50% employer match about $1,801,153 at 4% or $1,200,769 at 6%; with 100% employer match about $1,350,865 at 4% or $900,577 at 6%. |
| 2022 | 1 | 5 | $419,978 | $136,650 | $27,330iApproximate average salary by contribution assumption: employee only about $683,250 at 4% or $455,500 at 6%; with 50% employer match about $455,500 at 4% or $303,667 at 6%; with 100% employer match about $341,625 at 4% or $227,750 at 6%. |
| Ao Wealth Advisory LLC 401(K) Plan | - | 5 | $419,978 | $136,650 | $27,330iApproximate average salary by contribution assumption: employee only about $683,250 at 4% or $455,500 at 6%; with 50% employer match about $455,500 at 4% or $303,667 at 6%; with 100% employer match about $341,625 at 4% or $227,750 at 6%. |
| 2021 | 1 | 5 | $327,500 | $287,802 | $57,560iApproximate average salary by contribution assumption: employee only about $1,439,010 at 4% or $959,340 at 6%; with 50% employer match about $959,340 at 4% or $639,560 at 6%; with 100% employer match about $719,505 at 4% or $479,670 at 6%. |
| Ao Wealth Advisory LLC 401(K) Plan | - | 5 | $327,500 | $287,802 | $57,560iApproximate average salary by contribution assumption: employee only about $1,439,010 at 4% or $959,340 at 6%; with 50% employer match about $959,340 at 4% or $639,560 at 6%; with 100% employer match about $719,505 at 4% or $479,670 at 6%. |