Civic Intelligence

Quest Wealth Solutions Inc.

Plan context: Quest Wealth Solutions Inc. 401(K) Plan

EIN 34-1912034 • Mansfield, OH • 11 filings • 1 plans

720 Lexington AvenueMansfield, OH 44907
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,627,761

2024 Contributions

$142,319

Historical Graphs

Total Assets Over Time

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

$1,627,761$813,881$0201420192024YearValue
$1,627,761Latest year 2024

Participants Over Time

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

530201420192024YearValue
5Latest 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
202415$1,627,761$142,319$28,464iApproximate average salary by contribution assumption: employee only about $711,595 at 4% or $474,397 at 6%; with 50% employer match about $474,397 at 4% or $316,264 at 6%; with 100% employer match about $355,798 at 4% or $237,198 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-5$1,627,761$142,319$28,464iApproximate average salary by contribution assumption: employee only about $711,595 at 4% or $474,397 at 6%; with 50% employer match about $474,397 at 4% or $316,264 at 6%; with 100% employer match about $355,798 at 4% or $237,198 at 6%.
202313$1,295,992$137,490$45,830iApproximate average salary by contribution assumption: employee only about $1,145,750 at 4% or $763,833 at 6%; with 50% employer match about $763,833 at 4% or $509,222 at 6%; with 100% employer match about $572,875 at 4% or $381,917 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-3$1,295,992$137,490$45,830iApproximate average salary by contribution assumption: employee only about $1,145,750 at 4% or $763,833 at 6%; with 50% employer match about $763,833 at 4% or $509,222 at 6%; with 100% employer match about $572,875 at 4% or $381,917 at 6%.
202213$979,457$366,299$122,100iApproximate average salary by contribution assumption: employee only about $3,052,492 at 4% or $2,034,994 at 6%; with 50% employer match about $2,034,994 at 4% or $1,356,663 at 6%; with 100% employer match about $1,526,246 at 4% or $1,017,497 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-3$979,457$366,299$122,100iApproximate average salary by contribution assumption: employee only about $3,052,492 at 4% or $2,034,994 at 6%; with 50% employer match about $2,034,994 at 4% or $1,356,663 at 6%; with 100% employer match about $1,526,246 at 4% or $1,017,497 at 6%.
202113$732,043$94,231$31,410iApproximate average salary by contribution assumption: employee only about $785,258 at 4% or $523,506 at 6%; with 50% employer match about $523,506 at 4% or $349,004 at 6%; with 100% employer match about $392,629 at 4% or $261,753 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-3$732,043$94,231$31,410iApproximate average salary by contribution assumption: employee only about $785,258 at 4% or $523,506 at 6%; with 50% employer match about $523,506 at 4% or $349,004 at 6%; with 100% employer match about $392,629 at 4% or $261,753 at 6%.
202013$560,149$78,659$26,220iApproximate average salary by contribution assumption: employee only about $655,492 at 4% or $436,994 at 6%; with 50% employer match about $436,994 at 4% or $291,330 at 6%; with 100% employer match about $327,746 at 4% or $218,497 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-3$560,149$78,659$26,220iApproximate average salary by contribution assumption: employee only about $655,492 at 4% or $436,994 at 6%; with 50% employer match about $436,994 at 4% or $291,330 at 6%; with 100% employer match about $327,746 at 4% or $218,497 at 6%.
201913$383,978$73,208$24,403iApproximate average salary by contribution assumption: employee only about $610,067 at 4% or $406,711 at 6%; with 50% employer match about $406,711 at 4% or $271,141 at 6%; with 100% employer match about $305,033 at 4% or $203,356 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-3$383,978$73,208$24,403iApproximate average salary by contribution assumption: employee only about $610,067 at 4% or $406,711 at 6%; with 50% employer match about $406,711 at 4% or $271,141 at 6%; with 100% employer match about $305,033 at 4% or $203,356 at 6%.
201814$249,407$56,598$14,150iApproximate average salary by contribution assumption: employee only about $353,738 at 4% or $235,825 at 6%; with 50% employer match about $235,825 at 4% or $157,217 at 6%; with 100% employer match about $176,869 at 4% or $117,913 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-4$249,407$56,598$14,150iApproximate average salary by contribution assumption: employee only about $353,738 at 4% or $235,825 at 6%; with 50% employer match about $235,825 at 4% or $157,217 at 6%; with 100% employer match about $176,869 at 4% or $117,913 at 6%.
201714$231,138$57,960$14,490iApproximate average salary by contribution assumption: employee only about $362,250 at 4% or $241,500 at 6%; with 50% employer match about $241,500 at 4% or $161,000 at 6%; with 100% employer match about $181,125 at 4% or $120,750 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-4$231,138$57,960$14,490iApproximate average salary by contribution assumption: employee only about $362,250 at 4% or $241,500 at 6%; with 50% employer match about $241,500 at 4% or $161,000 at 6%; with 100% employer match about $181,125 at 4% or $120,750 at 6%.
201614$144,198$55,816$13,954iApproximate average salary by contribution assumption: employee only about $348,850 at 4% or $232,567 at 6%; with 50% employer match about $232,567 at 4% or $155,044 at 6%; with 100% employer match about $174,425 at 4% or $116,283 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-4$144,198$55,816$13,954iApproximate average salary by contribution assumption: employee only about $348,850 at 4% or $232,567 at 6%; with 50% employer match about $232,567 at 4% or $155,044 at 6%; with 100% employer match about $174,425 at 4% or $116,283 at 6%.
201514$77,344$40,986$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,775 at 6%; with 50% employer match about $170,775 at 4% or $113,850 at 6%; with 100% employer match about $128,081 at 4% or $85,388 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-4$77,344$40,986$10,247iApproximate average salary by contribution assumption: employee only about $256,163 at 4% or $170,775 at 6%; with 50% employer match about $170,775 at 4% or $113,850 at 6%; with 100% employer match about $128,081 at 4% or $85,388 at 6%.
201414$38,448$36,591$9,148iApproximate average salary by contribution assumption: employee only about $228,694 at 4% or $152,463 at 6%; with 50% employer match about $152,463 at 4% or $101,642 at 6%; with 100% employer match about $114,347 at 4% or $76,231 at 6%.
Quest Wealth Solutions Inc. 401(K) Plan-4$38,448$36,591$9,148iApproximate average salary by contribution assumption: employee only about $228,694 at 4% or $152,463 at 6%; with 50% employer match about $152,463 at 4% or $101,642 at 6%; with 100% employer match about $114,347 at 4% or $76,231 at 6%.