Civic Intelligence

Haire Bohmer Wealth Mgmt Group

Plan context: BOHMER KILCOYNE WEALTH MANAGEMENT

EIN 31-1643390 • Cincinnati, OH • 25 filings • 6 plans

9360 Montgomery RoadCincinnati, OH 45242
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$2,337,797

2023 Contributions

$188,826

Historical Graphs

Total Assets Over Time

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

$2,608,557$1,304,279$0200320132022YearValue
$2,337,797Latest year 2022

Participants Over Time

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

1050200320132022YearValue
9Latest year 2022

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
202310$0$0-
BOHMER KILCOYNE WEALTH MANAGEMENT-0$0$0-
202219$2,337,797$188,826$20,981iApproximate average salary by contribution assumption: employee only about $524,517 at 4% or $349,678 at 6%; with 50% employer match about $349,678 at 4% or $233,119 at 6%; with 100% employer match about $262,258 at 4% or $174,839 at 6%.
BOHMER KILCOYNE WEALTH MANAGEMENT-9$2,337,797$188,826$20,981iApproximate average salary by contribution assumption: employee only about $524,517 at 4% or $349,678 at 6%; with 50% employer match about $349,678 at 4% or $233,119 at 6%; with 100% employer match about $262,258 at 4% or $174,839 at 6%.
2021110$2,608,557$223,042$22,304iApproximate average salary by contribution assumption: employee only about $557,605 at 4% or $371,737 at 6%; with 50% employer match about $371,737 at 4% or $247,824 at 6%; with 100% employer match about $278,803 at 4% or $185,868 at 6%.
BOHMER KILCOYNE WEALTH MANAGEMENT-10$2,608,557$223,042$22,304iApproximate average salary by contribution assumption: employee only about $557,605 at 4% or $371,737 at 6%; with 50% employer match about $371,737 at 4% or $247,824 at 6%; with 100% employer match about $278,803 at 4% or $185,868 at 6%.
202019$2,048,600$209,413$23,268iApproximate average salary by contribution assumption: employee only about $581,703 at 4% or $387,802 at 6%; with 50% employer match about $387,802 at 4% or $258,535 at 6%; with 100% employer match about $290,851 at 4% or $193,901 at 6%.
BOHMER KILCOYNE WEALTH MANAGEMENT-9$2,048,600$209,413$23,268iApproximate average salary by contribution assumption: employee only about $581,703 at 4% or $387,802 at 6%; with 50% employer match about $387,802 at 4% or $258,535 at 6%; with 100% employer match about $290,851 at 4% or $193,901 at 6%.
201918$1,594,071$204,690$25,586iApproximate average salary by contribution assumption: employee only about $639,656 at 4% or $426,438 at 6%; with 50% employer match about $426,438 at 4% or $284,292 at 6%; with 100% employer match about $319,828 at 4% or $213,219 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-8$1,594,071$204,690$25,586iApproximate average salary by contribution assumption: employee only about $639,656 at 4% or $426,438 at 6%; with 50% employer match about $426,438 at 4% or $284,292 at 6%; with 100% employer match about $319,828 at 4% or $213,219 at 6%.
201817$1,102,047$186,056$26,579iApproximate average salary by contribution assumption: employee only about $664,486 at 4% or $442,990 at 6%; with 50% employer match about $442,990 at 4% or $295,327 at 6%; with 100% employer match about $332,243 at 4% or $221,495 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-7$1,102,047$186,056$26,579iApproximate average salary by contribution assumption: employee only about $664,486 at 4% or $442,990 at 6%; with 50% employer match about $442,990 at 4% or $295,327 at 6%; with 100% employer match about $332,243 at 4% or $221,495 at 6%.
201715$1,007,488$879,821$175,964iApproximate average salary by contribution assumption: employee only about $4,399,105 at 4% or $2,932,737 at 6%; with 50% employer match about $2,932,737 at 4% or $1,955,158 at 6%; with 100% employer match about $2,199,553 at 4% or $1,466,368 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-5$1,007,488$879,821$175,964iApproximate average salary by contribution assumption: employee only about $4,399,105 at 4% or $2,932,737 at 6%; with 50% employer match about $2,932,737 at 4% or $1,955,158 at 6%; with 100% employer match about $2,199,553 at 4% or $1,466,368 at 6%.
201624$823,467$147,432$36,858iApproximate average salary by contribution assumption: employee only about $921,450 at 4% or $614,300 at 6%; with 50% employer match about $614,300 at 4% or $409,533 at 6%; with 100% employer match about $460,725 at 4% or $307,150 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-4$823,467$147,432$36,858iApproximate average salary by contribution assumption: employee only about $921,450 at 4% or $614,300 at 6%; with 50% employer match about $614,300 at 4% or $409,533 at 6%; with 100% employer match about $460,725 at 4% or $307,150 at 6%.
Haire Bohmer Wealth Management Group Defined Benefit Plan-0$0$0-
201528$1,365,058$252,360$31,545iApproximate average salary by contribution assumption: employee only about $788,625 at 4% or $525,750 at 6%; with 50% employer match about $525,750 at 4% or $350,500 at 6%; with 100% employer match about $394,313 at 4% or $262,875 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-8$1,046,136$142,360$17,795iApproximate average salary by contribution assumption: employee only about $444,875 at 4% or $296,583 at 6%; with 50% employer match about $296,583 at 4% or $197,722 at 6%; with 100% employer match about $222,438 at 4% or $148,292 at 6%.
Haire Bohmer Wealth Management Group Defined Benefit Plan-8$318,922$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
201428$1,223,367$237,959$29,745iApproximate average salary by contribution assumption: employee only about $743,622 at 4% or $495,748 at 6%; with 50% employer match about $495,748 at 4% or $330,499 at 6%; with 100% employer match about $371,811 at 4% or $247,874 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-8$1,020,037$137,959$17,245iApproximate average salary by contribution assumption: employee only about $431,122 at 4% or $287,415 at 6%; with 50% employer match about $287,415 at 4% or $191,610 at 6%; with 100% employer match about $215,561 at 4% or $143,707 at 6%.
Haire Bohmer Wealth Management Group Defined Benefit Plan-8$203,330$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201326$1,018,479$240,356$40,059iApproximate average salary by contribution assumption: employee only about $1,001,483 at 4% or $667,656 at 6%; with 50% employer match about $667,656 at 4% or $445,104 at 6%; with 100% employer match about $500,742 at 4% or $333,828 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$918,453$140,356$23,393iApproximate average salary by contribution assumption: employee only about $584,817 at 4% or $389,878 at 6%; with 50% employer match about $389,878 at 4% or $259,919 at 6%; with 100% employer match about $292,408 at 4% or $194,939 at 6%.
Haire Bohmer Wealth Management Group Defined Benefit Plan-6$100,026$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201217$764,948$128,063$18,295iApproximate average salary by contribution assumption: employee only about $457,368 at 4% or $304,912 at 6%; with 50% employer match about $304,912 at 4% or $203,275 at 6%; with 100% employer match about $228,684 at 4% or $152,456 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-7$764,948$128,063$18,295iApproximate average salary by contribution assumption: employee only about $457,368 at 4% or $304,912 at 6%; with 50% employer match about $304,912 at 4% or $203,275 at 6%; with 100% employer match about $228,684 at 4% or $152,456 at 6%.
201116$554,184$119,097$19,850iApproximate average salary by contribution assumption: employee only about $496,238 at 4% or $330,825 at 6%; with 50% employer match about $330,825 at 4% or $220,550 at 6%; with 100% employer match about $248,119 at 4% or $165,413 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$554,184$119,097$19,850iApproximate average salary by contribution assumption: employee only about $496,238 at 4% or $330,825 at 6%; with 50% employer match about $330,825 at 4% or $220,550 at 6%; with 100% employer match about $248,119 at 4% or $165,413 at 6%.
201017$454,595$119,134$17,019iApproximate average salary by contribution assumption: employee only about $425,479 at 4% or $283,652 at 6%; with 50% employer match about $283,652 at 4% or $189,102 at 6%; with 100% employer match about $212,739 at 4% or $141,826 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-7$454,595$119,134$17,019iApproximate average salary by contribution assumption: employee only about $425,479 at 4% or $283,652 at 6%; with 50% employer match about $283,652 at 4% or $189,102 at 6%; with 100% employer match about $212,739 at 4% or $141,826 at 6%.
200916$798,583$138,183$23,031iApproximate average salary by contribution assumption: employee only about $575,763 at 4% or $383,842 at 6%; with 50% employer match about $383,842 at 4% or $255,894 at 6%; with 100% employer match about $287,881 at 4% or $191,921 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$798,583$138,183$23,031iApproximate average salary by contribution assumption: employee only about $575,763 at 4% or $383,842 at 6%; with 50% employer match about $383,842 at 4% or $255,894 at 6%; with 100% employer match about $287,881 at 4% or $191,921 at 6%.
200817$486,855$134,798$19,257iApproximate average salary by contribution assumption: employee only about $481,421 at 4% or $320,948 at 6%; with 50% employer match about $320,948 at 4% or $213,965 at 6%; with 100% employer match about $240,711 at 4% or $160,474 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-7$486,855$134,798$19,257iApproximate average salary by contribution assumption: employee only about $481,421 at 4% or $320,948 at 6%; with 50% employer match about $320,948 at 4% or $213,965 at 6%; with 100% employer match about $240,711 at 4% or $160,474 at 6%.
200717$601,763$130,177$18,597iApproximate average salary by contribution assumption: employee only about $464,918 at 4% or $309,945 at 6%; with 50% employer match about $309,945 at 4% or $206,630 at 6%; with 100% employer match about $232,459 at 4% or $154,973 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-7$601,763$130,177$18,597iApproximate average salary by contribution assumption: employee only about $464,918 at 4% or $309,945 at 6%; with 50% employer match about $309,945 at 4% or $206,630 at 6%; with 100% employer match about $232,459 at 4% or $154,973 at 6%.
200616$420,621$98,450$16,408iApproximate average salary by contribution assumption: employee only about $410,208 at 4% or $273,472 at 6%; with 50% employer match about $273,472 at 4% or $182,315 at 6%; with 100% employer match about $205,104 at 4% or $136,736 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$420,621$98,450$16,408iApproximate average salary by contribution assumption: employee only about $410,208 at 4% or $273,472 at 6%; with 50% employer match about $273,472 at 4% or $182,315 at 6%; with 100% employer match about $205,104 at 4% or $136,736 at 6%.
200516$271,901$89,464$14,911iApproximate average salary by contribution assumption: employee only about $372,767 at 4% or $248,511 at 6%; with 50% employer match about $248,511 at 4% or $165,674 at 6%; with 100% employer match about $186,383 at 4% or $124,256 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$271,901$89,464$14,911iApproximate average salary by contribution assumption: employee only about $372,767 at 4% or $248,511 at 6%; with 50% employer match about $248,511 at 4% or $165,674 at 6%; with 100% employer match about $186,383 at 4% or $124,256 at 6%.
200416$163,337$85,372$14,229iApproximate average salary by contribution assumption: employee only about $355,717 at 4% or $237,144 at 6%; with 50% employer match about $237,144 at 4% or $158,096 at 6%; with 100% employer match about $177,858 at 4% or $118,572 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$163,337$85,372$14,229iApproximate average salary by contribution assumption: employee only about $355,717 at 4% or $237,144 at 6%; with 50% employer match about $237,144 at 4% or $158,096 at 6%; with 100% employer match about $177,858 at 4% or $118,572 at 6%.
200316$67,638$65,672$10,945iApproximate average salary by contribution assumption: employee only about $273,633 at 4% or $182,422 at 6%; with 50% employer match about $182,422 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.
Haire Bohmer Wealth Mgmt Group 401(K) Plan-6$67,638$65,672$10,945iApproximate average salary by contribution assumption: employee only about $273,633 at 4% or $182,422 at 6%; with 50% employer match about $182,422 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.