Civic Intelligence

Hanna and Maxim LLC DBA Shared Vision Advisors

Plan context: Shared Vision Advisors 401(K) Profit Sharing Plan

EIN 31-1772351 • Cincinnati, OH • 20 filings • 2 plans

8565 Mason Montgomery RoadSuite 31Cincinnati, OH 45040
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$994,236

2021 Contributions

$28,114

Historical Graphs

Total Assets Over Time

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

$994,236$497,118$0200220122020YearValue
$994,236Latest year 2020

Participants Over Time

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

420200220112020YearValue
2Latest year 2020

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
202110$0$28,114-
Shared Vision Advisors 401(K) Profit Sharing Plan-0$0$28,114-
202012$994,236$28,063$14,032iApproximate average salary by contribution assumption: employee only about $350,788 at 4% or $233,858 at 6%; with 50% employer match about $233,858 at 4% or $155,906 at 6%; with 100% employer match about $175,394 at 4% or $116,929 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$994,236$28,063$14,032iApproximate average salary by contribution assumption: employee only about $350,788 at 4% or $233,858 at 6%; with 50% employer match about $233,858 at 4% or $155,906 at 6%; with 100% employer match about $175,394 at 4% or $116,929 at 6%.
201912$960,561$42,351$21,176iApproximate average salary by contribution assumption: employee only about $529,388 at 4% or $352,925 at 6%; with 50% employer match about $352,925 at 4% or $235,283 at 6%; with 100% employer match about $264,694 at 4% or $176,463 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$960,561$42,351$21,176iApproximate average salary by contribution assumption: employee only about $529,388 at 4% or $352,925 at 6%; with 50% employer match about $352,925 at 4% or $235,283 at 6%; with 100% employer match about $264,694 at 4% or $176,463 at 6%.
201812$718,012$36,225$18,113iApproximate average salary by contribution assumption: employee only about $452,813 at 4% or $301,875 at 6%; with 50% employer match about $301,875 at 4% or $201,250 at 6%; with 100% employer match about $226,406 at 4% or $150,938 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$718,012$36,225$18,113iApproximate average salary by contribution assumption: employee only about $452,813 at 4% or $301,875 at 6%; with 50% employer match about $301,875 at 4% or $201,250 at 6%; with 100% employer match about $226,406 at 4% or $150,938 at 6%.
201712$735,980$62,989$31,495iApproximate average salary by contribution assumption: employee only about $787,363 at 4% or $524,908 at 6%; with 50% employer match about $524,908 at 4% or $349,939 at 6%; with 100% employer match about $393,681 at 4% or $262,454 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$735,980$62,989$31,495iApproximate average salary by contribution assumption: employee only about $787,363 at 4% or $524,908 at 6%; with 50% employer match about $524,908 at 4% or $349,939 at 6%; with 100% employer match about $393,681 at 4% or $262,454 at 6%.
201612$568,204$49,209$24,605iApproximate average salary by contribution assumption: employee only about $615,113 at 4% or $410,075 at 6%; with 50% employer match about $410,075 at 4% or $273,383 at 6%; with 100% employer match about $307,556 at 4% or $205,038 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$568,204$49,209$24,605iApproximate average salary by contribution assumption: employee only about $615,113 at 4% or $410,075 at 6%; with 50% employer match about $410,075 at 4% or $273,383 at 6%; with 100% employer match about $307,556 at 4% or $205,038 at 6%.
201512$692,785$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$692,785$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
201412$704,915$62,630$31,315iApproximate average salary by contribution assumption: employee only about $782,875 at 4% or $521,917 at 6%; with 50% employer match about $521,917 at 4% or $347,944 at 6%; with 100% employer match about $391,438 at 4% or $260,958 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$704,915$62,630$31,315iApproximate average salary by contribution assumption: employee only about $782,875 at 4% or $521,917 at 6%; with 50% employer match about $521,917 at 4% or $347,944 at 6%; with 100% employer match about $391,438 at 4% or $260,958 at 6%.
201312$612,252$60,824$30,412iApproximate average salary by contribution assumption: employee only about $760,300 at 4% or $506,867 at 6%; with 50% employer match about $506,867 at 4% or $337,911 at 6%; with 100% employer match about $380,150 at 4% or $253,433 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$612,252$60,824$30,412iApproximate average salary by contribution assumption: employee only about $760,300 at 4% or $506,867 at 6%; with 50% employer match about $506,867 at 4% or $337,911 at 6%; with 100% employer match about $380,150 at 4% or $253,433 at 6%.
201212$449,704$50,676$25,338iApproximate average salary by contribution assumption: employee only about $633,450 at 4% or $422,300 at 6%; with 50% employer match about $422,300 at 4% or $281,533 at 6%; with 100% employer match about $316,725 at 4% or $211,150 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-2$449,704$50,676$25,338iApproximate average salary by contribution assumption: employee only about $633,450 at 4% or $422,300 at 6%; with 50% employer match about $422,300 at 4% or $281,533 at 6%; with 100% employer match about $316,725 at 4% or $211,150 at 6%.
201114$535,442$48,374$12,094iApproximate average salary by contribution assumption: employee only about $302,338 at 4% or $201,558 at 6%; with 50% employer match about $201,558 at 4% or $134,372 at 6%; with 100% employer match about $151,169 at 4% or $100,779 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-4$535,442$48,374$12,094iApproximate average salary by contribution assumption: employee only about $302,338 at 4% or $201,558 at 6%; with 50% employer match about $201,558 at 4% or $134,372 at 6%; with 100% employer match about $151,169 at 4% or $100,779 at 6%.
201013$503,476$34,221$11,407iApproximate average salary by contribution assumption: employee only about $285,175 at 4% or $190,117 at 6%; with 50% employer match about $190,117 at 4% or $126,744 at 6%; with 100% employer match about $142,588 at 4% or $95,058 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-3$503,476$34,221$11,407iApproximate average salary by contribution assumption: employee only about $285,175 at 4% or $190,117 at 6%; with 50% employer match about $190,117 at 4% or $126,744 at 6%; with 100% employer match about $142,588 at 4% or $95,058 at 6%.
200914$498,352$19,710$4,928iApproximate average salary by contribution assumption: employee only about $123,188 at 4% or $82,125 at 6%; with 50% employer match about $82,125 at 4% or $54,750 at 6%; with 100% employer match about $61,594 at 4% or $41,063 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-4$498,352$19,710$4,928iApproximate average salary by contribution assumption: employee only about $123,188 at 4% or $82,125 at 6%; with 50% employer match about $82,125 at 4% or $54,750 at 6%; with 100% employer match about $61,594 at 4% or $41,063 at 6%.
200813$0$0-
Shared Vision Advisors 401(K) Profit Sharing Plan-3---
200714$0$0-
Shared Vision Advisors 401(K) Profit Sharing Plan-4---
200614$598,167$67,954$16,989iApproximate average salary by contribution assumption: employee only about $424,713 at 4% or $283,142 at 6%; with 50% employer match about $283,142 at 4% or $188,761 at 6%; with 100% employer match about $212,356 at 4% or $141,571 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-4$598,167$67,954$16,989iApproximate average salary by contribution assumption: employee only about $424,713 at 4% or $283,142 at 6%; with 50% employer match about $283,142 at 4% or $188,761 at 6%; with 100% employer match about $212,356 at 4% or $141,571 at 6%.
200514$452,943$69,122$17,281iApproximate average salary by contribution assumption: employee only about $432,013 at 4% or $288,008 at 6%; with 50% employer match about $288,008 at 4% or $192,006 at 6%; with 100% employer match about $216,006 at 4% or $144,004 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-4$452,943$69,122$17,281iApproximate average salary by contribution assumption: employee only about $432,013 at 4% or $288,008 at 6%; with 50% employer match about $288,008 at 4% or $192,006 at 6%; with 100% employer match about $216,006 at 4% or $144,004 at 6%.
200413$386,211$99,240$33,080iApproximate average salary by contribution assumption: employee only about $827,000 at 4% or $551,333 at 6%; with 50% employer match about $551,333 at 4% or $367,556 at 6%; with 100% employer match about $413,500 at 4% or $275,667 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-3$386,211$99,240$33,080iApproximate average salary by contribution assumption: employee only about $827,000 at 4% or $551,333 at 6%; with 50% employer match about $551,333 at 4% or $367,556 at 6%; with 100% employer match about $413,500 at 4% or $275,667 at 6%.
200314$246,123$75,820$18,955iApproximate average salary by contribution assumption: employee only about $473,875 at 4% or $315,917 at 6%; with 50% employer match about $315,917 at 4% or $210,611 at 6%; with 100% employer match about $236,938 at 4% or $157,958 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-4$246,123$75,820$18,955iApproximate average salary by contribution assumption: employee only about $473,875 at 4% or $315,917 at 6%; with 50% employer match about $315,917 at 4% or $210,611 at 6%; with 100% employer match about $236,938 at 4% or $157,958 at 6%.
200214$124,329$129,143$32,286iApproximate average salary by contribution assumption: employee only about $807,144 at 4% or $538,096 at 6%; with 50% employer match about $538,096 at 4% or $358,731 at 6%; with 100% employer match about $403,572 at 4% or $269,048 at 6%.
Shared Vision Advisors 401(K) Profit Sharing Plan-4$124,329$129,143$32,286iApproximate average salary by contribution assumption: employee only about $807,144 at 4% or $538,096 at 6%; with 50% employer match about $538,096 at 4% or $358,731 at 6%; with 100% employer match about $403,572 at 4% or $269,048 at 6%.