Civic Intelligence

The Asset Advisory Group Inc.

Plan context: The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust

EIN 31-1498933 • Cincinnati, OH • 23 filings • 6 plans

9200 Montgomery RoadCincinnati, OH 45242
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$3,115,027

2022 Contributions

$178,851

Historical Graphs

Total Assets Over Time

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

$3,115,027$1,557,514$0200420132021YearValue
$3,115,027Latest year 2021

Participants Over Time

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

1050200420122021YearValue
8Latest year 2021

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
202220$0$178,851-
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-0$0$150,477-
THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN-0$0$28,374-
202128$3,115,027$221,227$27,653iApproximate average salary by contribution assumption: employee only about $691,334 at 4% or $460,890 at 6%; with 50% employer match about $460,890 at 4% or $307,260 at 6%; with 100% employer match about $345,667 at 4% or $230,445 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$3,108,283$170,848$21,356iApproximate average salary by contribution assumption: employee only about $533,900 at 4% or $355,933 at 6%; with 50% employer match about $355,933 at 4% or $237,289 at 6%; with 100% employer match about $266,950 at 4% or $177,967 at 6%.
THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN-8$6,744$50,379$6,297iApproximate average salary by contribution assumption: employee only about $157,434 at 4% or $104,956 at 6%; with 50% employer match about $104,956 at 4% or $69,971 at 6%; with 100% employer match about $78,717 at 4% or $52,478 at 6%.
2020210$2,953,177$196,992$19,699iApproximate average salary by contribution assumption: employee only about $492,480 at 4% or $328,320 at 6%; with 50% employer match about $328,320 at 4% or $218,880 at 6%; with 100% employer match about $246,240 at 4% or $164,160 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-10$2,948,494$149,272$14,927iApproximate average salary by contribution assumption: employee only about $373,180 at 4% or $248,787 at 6%; with 50% employer match about $248,787 at 4% or $165,858 at 6%; with 100% employer match about $186,590 at 4% or $124,393 at 6%.
THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN-8$4,683$47,720$5,965iApproximate average salary by contribution assumption: employee only about $149,125 at 4% or $99,417 at 6%; with 50% employer match about $99,417 at 4% or $66,278 at 6%; with 100% employer match about $74,563 at 4% or $49,708 at 6%.
201928$2,696,508$194,845$24,356iApproximate average salary by contribution assumption: employee only about $608,891 at 4% or $405,927 at 6%; with 50% employer match about $405,927 at 4% or $270,618 at 6%; with 100% employer match about $304,445 at 4% or $202,964 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$2,694,651$180,848$22,606iApproximate average salary by contribution assumption: employee only about $565,150 at 4% or $376,767 at 6%; with 50% employer match about $376,767 at 4% or $251,178 at 6%; with 100% employer match about $282,575 at 4% or $188,383 at 6%.
THE ASSET ADVISORY GROUP, INC. SOCA BENEFIT PLAN-8$1,857$13,997$1,750iApproximate average salary by contribution assumption: employee only about $43,741 at 4% or $29,160 at 6%; with 50% employer match about $29,160 at 4% or $19,440 at 6%; with 100% employer match about $21,870 at 4% or $14,580 at 6%.
201817$2,116,617$166,526$23,789iApproximate average salary by contribution assumption: employee only about $594,736 at 4% or $396,490 at 6%; with 50% employer match about $396,490 at 4% or $264,327 at 6%; with 100% employer match about $297,368 at 4% or $198,245 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-7$2,116,617$166,526$23,789iApproximate average salary by contribution assumption: employee only about $594,736 at 4% or $396,490 at 6%; with 50% employer match about $396,490 at 4% or $264,327 at 6%; with 100% employer match about $297,368 at 4% or $198,245 at 6%.
201717$2,187,484$164,800$23,543iApproximate average salary by contribution assumption: employee only about $588,571 at 4% or $392,381 at 6%; with 50% employer match about $392,381 at 4% or $261,587 at 6%; with 100% employer match about $294,286 at 4% or $196,190 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-7$2,187,484$164,800$23,543iApproximate average salary by contribution assumption: employee only about $588,571 at 4% or $392,381 at 6%; with 50% employer match about $392,381 at 4% or $261,587 at 6%; with 100% employer match about $294,286 at 4% or $196,190 at 6%.
201610$1,733,266$155,284-
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-0$1,733,266$155,284-
201517$1,402,377$233,454$33,351iApproximate average salary by contribution assumption: employee only about $833,764 at 4% or $555,843 at 6%; with 50% employer match about $555,843 at 4% or $370,562 at 6%; with 100% employer match about $416,882 at 4% or $277,921 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-7$1,402,377$233,454$33,351iApproximate average salary by contribution assumption: employee only about $833,764 at 4% or $555,843 at 6%; with 50% employer match about $555,843 at 4% or $370,562 at 6%; with 100% employer match about $416,882 at 4% or $277,921 at 6%.
201416$1,204,928$113,254$18,876iApproximate average salary by contribution assumption: employee only about $471,892 at 4% or $314,594 at 6%; with 50% employer match about $314,594 at 4% or $209,730 at 6%; with 100% employer match about $235,946 at 4% or $157,297 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-6$1,204,928$113,254$18,876iApproximate average salary by contribution assumption: employee only about $471,892 at 4% or $314,594 at 6%; with 50% employer match about $314,594 at 4% or $209,730 at 6%; with 100% employer match about $235,946 at 4% or $157,297 at 6%.
201316$1,469,888$137,728$22,955iApproximate average salary by contribution assumption: employee only about $573,867 at 4% or $382,578 at 6%; with 50% employer match about $382,578 at 4% or $255,052 at 6%; with 100% employer match about $286,933 at 4% or $191,289 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-6$1,469,888$137,728$22,955iApproximate average salary by contribution assumption: employee only about $573,867 at 4% or $382,578 at 6%; with 50% employer match about $382,578 at 4% or $255,052 at 6%; with 100% employer match about $286,933 at 4% or $191,289 at 6%.
201218$1,111,196$125,526$15,691iApproximate average salary by contribution assumption: employee only about $392,269 at 4% or $261,513 at 6%; with 50% employer match about $261,513 at 4% or $174,342 at 6%; with 100% employer match about $196,134 at 4% or $130,756 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$1,111,196$125,526$15,691iApproximate average salary by contribution assumption: employee only about $392,269 at 4% or $261,513 at 6%; with 50% employer match about $261,513 at 4% or $174,342 at 6%; with 100% employer match about $196,134 at 4% or $130,756 at 6%.
201118$839,863$130,107$16,263iApproximate average salary by contribution assumption: employee only about $406,584 at 4% or $271,056 at 6%; with 50% employer match about $271,056 at 4% or $180,704 at 6%; with 100% employer match about $203,292 at 4% or $135,528 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$839,863$130,107$16,263iApproximate average salary by contribution assumption: employee only about $406,584 at 4% or $271,056 at 6%; with 50% employer match about $271,056 at 4% or $180,704 at 6%; with 100% employer match about $203,292 at 4% or $135,528 at 6%.
201018$768,858$128,180$16,023iApproximate average salary by contribution assumption: employee only about $400,563 at 4% or $267,042 at 6%; with 50% employer match about $267,042 at 4% or $178,028 at 6%; with 100% employer match about $200,281 at 4% or $133,521 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$768,858$128,180$16,023iApproximate average salary by contribution assumption: employee only about $400,563 at 4% or $267,042 at 6%; with 50% employer match about $267,042 at 4% or $178,028 at 6%; with 100% employer match about $200,281 at 4% or $133,521 at 6%.
200918$537,126$121,060$15,133iApproximate average salary by contribution assumption: employee only about $378,313 at 4% or $252,208 at 6%; with 50% employer match about $252,208 at 4% or $168,139 at 6%; with 100% employer match about $189,156 at 4% or $126,104 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$537,126$121,060$15,133iApproximate average salary by contribution assumption: employee only about $378,313 at 4% or $252,208 at 6%; with 50% employer match about $252,208 at 4% or $168,139 at 6%; with 100% employer match about $189,156 at 4% or $126,104 at 6%.
200818$297,825$106,650$13,331iApproximate average salary by contribution assumption: employee only about $333,281 at 4% or $222,188 at 6%; with 50% employer match about $222,188 at 4% or $148,125 at 6%; with 100% employer match about $166,641 at 4% or $111,094 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-8$297,825$106,650$13,331iApproximate average salary by contribution assumption: employee only about $333,281 at 4% or $222,188 at 6%; with 50% employer match about $222,188 at 4% or $148,125 at 6%; with 100% employer match about $166,641 at 4% or $111,094 at 6%.
200716$0$0-
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-6---
200617$210,265$68,368$9,767iApproximate average salary by contribution assumption: employee only about $244,171 at 4% or $162,781 at 6%; with 50% employer match about $162,781 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,390 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-7$210,265$68,368$9,767iApproximate average salary by contribution assumption: employee only about $244,171 at 4% or $162,781 at 6%; with 50% employer match about $162,781 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,390 at 6%.
200516$121,180$60,036$10,006iApproximate average salary by contribution assumption: employee only about $250,150 at 4% or $166,767 at 6%; with 50% employer match about $166,767 at 4% or $111,178 at 6%; with 100% employer match about $125,075 at 4% or $83,383 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-6$121,180$60,036$10,006iApproximate average salary by contribution assumption: employee only about $250,150 at 4% or $166,767 at 6%; with 50% employer match about $166,767 at 4% or $111,178 at 6%; with 100% employer match about $125,075 at 4% or $83,383 at 6%.
200416$55,554$52,662$8,777iApproximate average salary by contribution assumption: employee only about $219,425 at 4% or $146,283 at 6%; with 50% employer match about $146,283 at 4% or $97,522 at 6%; with 100% employer match about $109,713 at 4% or $73,142 at 6%.
The Asset Advisory Group Inc. 401K Profit Sharing Plan & Trust-6$55,554$52,662$8,777iApproximate average salary by contribution assumption: employee only about $219,425 at 4% or $146,283 at 6%; with 50% employer match about $146,283 at 4% or $97,522 at 6%; with 100% employer match about $109,713 at 4% or $73,142 at 6%.