Civic Intelligence

Elios Financial Group Inc

Plan context: Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust

EIN 34-1777861 • Westlake, OH • 11 filings • 3 plans

30700 Center Ridge RoadWestlake, OH 44145
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,865,991

2024 Contributions

$233,776

Historical Graphs

Total Assets Over Time

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

$1,865,991$932,996$0201920222024YearValue
$1,865,991Latest year 2024

Participants Over Time

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

630201920222024YearValue
6Latest 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
202426$1,865,991$233,776$38,963iApproximate average salary by contribution assumption: employee only about $974,067 at 4% or $649,378 at 6%; with 50% employer match about $649,378 at 4% or $432,919 at 6%; with 100% employer match about $487,033 at 4% or $324,689 at 6%.
Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust-6$1,320,822$148,776$24,796iApproximate average salary by contribution assumption: employee only about $619,900 at 4% or $413,267 at 6%; with 50% employer match about $413,267 at 4% or $275,511 at 6%; with 100% employer match about $309,950 at 4% or $206,633 at 6%.
ELIOS FINANCIAL GROUP, INC. CASH BALANCE PLAN-2$545,169$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
202325$1,409,636$173,803$34,761iApproximate average salary by contribution assumption: employee only about $869,015 at 4% or $579,343 at 6%; with 50% employer match about $579,343 at 4% or $386,229 at 6%; with 100% employer match about $434,508 at 4% or $289,672 at 6%.
Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust-5$998,219$98,803$19,761iApproximate average salary by contribution assumption: employee only about $494,015 at 4% or $329,343 at 6%; with 50% employer match about $329,343 at 4% or $219,562 at 6%; with 100% employer match about $247,007 at 4% or $164,672 at 6%.
ELIOS FINANCIAL GROUP, INC. CASH BALANCE PLAN-2$411,417$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
202225$1,212,861$253,469$50,694iApproximate average salary by contribution assumption: employee only about $1,267,345 at 4% or $844,897 at 6%; with 50% employer match about $844,897 at 4% or $563,264 at 6%; with 100% employer match about $633,673 at 4% or $422,448 at 6%.
Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust-5$894,376$120,347$24,069iApproximate average salary by contribution assumption: employee only about $601,735 at 4% or $401,157 at 6%; with 50% employer match about $401,157 at 4% or $267,438 at 6%; with 100% employer match about $300,868 at 4% or $200,578 at 6%.
ELIOS FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$318,485$133,122$44,374iApproximate average salary by contribution assumption: employee only about $1,109,350 at 4% or $739,567 at 6%; with 50% employer match about $739,567 at 4% or $493,044 at 6%; with 100% employer match about $554,675 at 4% or $369,783 at 6%.
202126$1,325,206$202,332$33,722iApproximate average salary by contribution assumption: employee only about $843,050 at 4% or $562,033 at 6%; with 50% employer match about $562,033 at 4% or $374,689 at 6%; with 100% employer match about $421,525 at 4% or $281,017 at 6%.
Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust-6$1,120,317$100,802$16,800iApproximate average salary by contribution assumption: employee only about $420,008 at 4% or $280,006 at 6%; with 50% employer match about $280,006 at 4% or $186,670 at 6%; with 100% employer match about $210,004 at 4% or $140,003 at 6%.
ELIOS FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$204,889$101,530$33,843iApproximate average salary by contribution assumption: employee only about $846,083 at 4% or $564,056 at 6%; with 50% employer match about $564,056 at 4% or $376,037 at 6%; with 100% employer match about $423,042 at 4% or $282,028 at 6%.
202025$1,049,484$200,275$40,055iApproximate average salary by contribution assumption: employee only about $1,001,375 at 4% or $667,583 at 6%; with 50% employer match about $667,583 at 4% or $445,056 at 6%; with 100% employer match about $500,688 at 4% or $333,792 at 6%.
Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust-5$949,484$100,275$20,055iApproximate average salary by contribution assumption: employee only about $501,375 at 4% or $334,250 at 6%; with 50% employer match about $334,250 at 4% or $222,833 at 6%; with 100% employer match about $250,688 at 4% or $167,125 at 6%.
ELIOS FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$100,000$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201915$664,299$82,260$16,452iApproximate average salary by contribution assumption: employee only about $411,300 at 4% or $274,200 at 6%; with 50% employer match about $274,200 at 4% or $182,800 at 6%; with 100% employer match about $205,650 at 4% or $137,100 at 6%.
Elios Financial Group Inc 401(K) Profit Sharing Plan & Trust-5$664,299$82,260$16,452iApproximate average salary by contribution assumption: employee only about $411,300 at 4% or $274,200 at 6%; with 50% employer match about $274,200 at 4% or $182,800 at 6%; with 100% employer match about $205,650 at 4% or $137,100 at 6%.