Adam L. Gidlow, LLC
Plan context: On the Rise 401K Retirement Plan
EIN 34-1946122 • Cleveland, OH • 36 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
50
2024 Assets
$5,363,915
2024 Contributions
$152,978
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 50 | $5,363,915 | $152,978 | $3,060iApproximate average salary by contribution assumption: employee only about $76,489 at 4% or $50,993 at 6%; with 50% employer match about $50,993 at 4% or $33,995 at 6%; with 100% employer match about $38,245 at 4% or $25,496 at 6%. |
| On the Rise 401K Retirement Plan | - | 50 | $2,834,949 | $32,978 | $660iApproximate average salary by contribution assumption: employee only about $16,489 at 4% or $10,993 at 6%; with 50% employer match about $10,993 at 4% or $7,328 at 6%; with 100% employer match about $8,245 at 4% or $5,496 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 46 | $2,528,966 | $120,000 | $2,609iApproximate average salary by contribution assumption: employee only about $65,217 at 4% or $43,478 at 6%; with 50% employer match about $43,478 at 4% or $28,986 at 6%; with 100% employer match about $32,609 at 4% or $21,739 at 6%. |
| 2023 | 3 | 111 | $4,798,540 | $453,226 | $4,083iApproximate average salary by contribution assumption: employee only about $102,078 at 4% or $68,052 at 6%; with 50% employer match about $68,052 at 4% or $45,368 at 6%; with 100% employer match about $51,039 at 4% or $34,026 at 6%. |
| On the Rise 401K Retirement Plan | - | 111 | $2,533,738 | $116,939 | $1,054iApproximate average salary by contribution assumption: employee only about $26,338 at 4% or $17,558 at 6%; with 50% employer match about $17,558 at 4% or $11,706 at 6%; with 100% employer match about $13,169 at 4% or $8,779 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 38 | $2,259,933 | $250,000 | $6,579iApproximate average salary by contribution assumption: employee only about $164,474 at 4% or $109,649 at 6%; with 50% employer match about $109,649 at 4% or $73,099 at 6%; with 100% employer match about $82,237 at 4% or $54,825 at 6%. |
| ADAM L. GIDLOW LLC SOCA BENEFIT PLAN | - | 11 | $4,869 | $86,287 | $7,844iApproximate average salary by contribution assumption: employee only about $196,107 at 4% or $130,738 at 6%; with 50% employer match about $130,738 at 4% or $87,159 at 6%; with 100% employer match about $98,053 at 4% or $65,369 at 6%. |
| 2022 | 3 | 92 | $3,931,237 | $336,537 | $3,658iApproximate average salary by contribution assumption: employee only about $91,450 at 4% or $60,967 at 6%; with 50% employer match about $60,967 at 4% or $40,645 at 6%; with 100% employer match about $45,725 at 4% or $30,483 at 6%. |
| On the Rise 401K Retirement Plan | - | 92 | $2,113,955 | $115,246 | $1,253iApproximate average salary by contribution assumption: employee only about $31,317 at 4% or $20,878 at 6%; with 50% employer match about $20,878 at 4% or $13,919 at 6%; with 100% employer match about $15,658 at 4% or $10,439 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 48 | $1,815,134 | $150,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| ADAM L. GIDLOW LLC SOCA BENEFIT PLAN | - | 10 | $2,148 | $71,291 | $7,129iApproximate average salary by contribution assumption: employee only about $178,228 at 4% or $118,818 at 6%; with 50% employer match about $118,818 at 4% or $79,212 at 6%; with 100% employer match about $89,114 at 4% or $59,409 at 6%. |
| 2021 | 3 | 74 | $4,412,386 | $321,465 | $4,344iApproximate average salary by contribution assumption: employee only about $108,603 at 4% or $72,402 at 6%; with 50% employer match about $72,402 at 4% or $48,268 at 6%; with 100% employer match about $54,302 at 4% or $36,201 at 6%. |
| On the Rise 401K Retirement Plan | - | 74 | $2,477,846 | $118,955 | $1,608iApproximate average salary by contribution assumption: employee only about $40,188 at 4% or $26,792 at 6%; with 50% employer match about $26,792 at 4% or $17,861 at 6%; with 100% employer match about $20,094 at 4% or $13,396 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 40 | $1,933,954 | $150,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| ADAM L. GIDLOW LLC SOCA BENEFIT PLAN | - | 11 | $586 | $52,510 | $4,774iApproximate average salary by contribution assumption: employee only about $119,341 at 4% or $79,561 at 6%; with 50% employer match about $79,561 at 4% or $53,040 at 6%; with 100% employer match about $59,670 at 4% or $39,780 at 6%. |
| 2020 | 2 | 66 | $3,732,223 | $247,499 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,666 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| On the Rise 401K Retirement Plan | - | 66 | $2,073,391 | $97,499 | $1,477iApproximate average salary by contribution assumption: employee only about $36,931 at 4% or $24,621 at 6%; with 50% employer match about $24,621 at 4% or $16,414 at 6%; with 100% employer match about $18,466 at 4% or $12,310 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 29 | $1,658,832 | $150,000 | $5,172iApproximate average salary by contribution assumption: employee only about $129,310 at 4% or $86,207 at 6%; with 50% employer match about $86,207 at 4% or $57,471 at 6%; with 100% employer match about $64,655 at 4% or $43,103 at 6%. |
| 2019 | 2 | 48 | $3,136,867 | $230,097 | $4,794iApproximate average salary by contribution assumption: employee only about $119,842 at 4% or $79,895 at 6%; with 50% employer match about $79,895 at 4% or $53,263 at 6%; with 100% employer match about $59,921 at 4% or $39,947 at 6%. |
| On the Rise 401K Retirement Plan | - | 48 | $1,769,263 | $80,097 | $1,669iApproximate average salary by contribution assumption: employee only about $41,717 at 4% or $27,811 at 6%; with 50% employer match about $27,811 at 4% or $18,541 at 6%; with 100% employer match about $20,859 at 4% or $13,906 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 38 | $1,367,604 | $150,000 | $3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%. |
| 2018 | 2 | 53 | $2,542,060 | $239,375 | $4,517iApproximate average salary by contribution assumption: employee only about $112,913 at 4% or $75,275 at 6%; with 50% employer match about $75,275 at 4% or $50,183 at 6%; with 100% employer match about $56,456 at 4% or $37,638 at 6%. |
| On the Rise 401K Retirement Plan | - | 53 | $1,433,880 | $89,375 | $1,686iApproximate average salary by contribution assumption: employee only about $42,158 at 4% or $28,105 at 6%; with 50% employer match about $28,105 at 4% or $18,737 at 6%; with 100% employer match about $21,079 at 4% or $14,053 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 32 | $1,108,180 | $150,000 | $4,688iApproximate average salary by contribution assumption: employee only about $117,188 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,594 at 4% or $39,063 at 6%. |
| 2017 | 2 | 38 | $2,460,981 | $199,554 | $5,251iApproximate average salary by contribution assumption: employee only about $131,286 at 4% or $87,524 at 6%; with 50% employer match about $87,524 at 4% or $58,349 at 6%; with 100% employer match about $65,643 at 4% or $43,762 at 6%. |
| On the Rise 401K Retirement Plan | - | 38 | $1,446,369 | $49,554 | $1,304iApproximate average salary by contribution assumption: employee only about $32,601 at 4% or $21,734 at 6%; with 50% employer match about $21,734 at 4% or $14,489 at 6%; with 100% employer match about $16,301 at 4% or $10,867 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 28 | $1,014,612 | $150,000 | $5,357iApproximate average salary by contribution assumption: employee only about $133,929 at 4% or $89,286 at 6%; with 50% employer match about $89,286 at 4% or $59,524 at 6%; with 100% employer match about $66,964 at 4% or $44,643 at 6%. |
| 2016 | 2 | 25 | $1,996,360 | $229,064 | $9,163iApproximate average salary by contribution assumption: employee only about $229,064 at 4% or $152,709 at 6%; with 50% employer match about $152,709 at 4% or $101,806 at 6%; with 100% employer match about $114,532 at 4% or $76,355 at 6%. |
| On the Rise 401K Retirement Plan | - | 20 | $1,189,678 | $79,064 | $3,953iApproximate average salary by contribution assumption: employee only about $98,830 at 4% or $65,887 at 6%; with 50% employer match about $65,887 at 4% or $43,924 at 6%; with 100% employer match about $49,415 at 4% or $32,943 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 25 | $806,682 | $150,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2015 | 2 | 33 | $1,693,181 | $203,119 | $6,155iApproximate average salary by contribution assumption: employee only about $153,878 at 4% or $102,585 at 6%; with 50% employer match about $102,585 at 4% or $68,390 at 6%; with 100% employer match about $76,939 at 4% or $51,293 at 6%. |
| On the Rise 401K Retirement Plan | - | 33 | $1,055,141 | $73,119 | $2,216iApproximate average salary by contribution assumption: employee only about $55,393 at 4% or $36,929 at 6%; with 50% employer match about $36,929 at 4% or $24,619 at 6%; with 100% employer match about $27,697 at 4% or $18,464 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 17 | $638,040 | $130,000 | $7,647iApproximate average salary by contribution assumption: employee only about $191,176 at 4% or $127,451 at 6%; with 50% employer match about $127,451 at 4% or $84,967 at 6%; with 100% employer match about $95,588 at 4% or $63,725 at 6%. |
| 2014 | 2 | 31 | $1,503,749 | $195,538 | $6,308iApproximate average salary by contribution assumption: employee only about $157,692 at 4% or $105,128 at 6%; with 50% employer match about $105,128 at 4% or $70,085 at 6%; with 100% employer match about $78,846 at 4% or $52,564 at 6%. |
| On the Rise 401K Retirement Plan | - | 31 | $981,976 | $70,538 | $2,275iApproximate average salary by contribution assumption: employee only about $56,885 at 4% or $37,924 at 6%; with 50% employer match about $37,924 at 4% or $25,282 at 6%; with 100% employer match about $28,443 at 4% or $18,962 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 14 | $521,773 | $125,000 | $8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%. |
| 2013 | 2 | 29 | $1,256,722 | $165,168 | $5,695iApproximate average salary by contribution assumption: employee only about $142,386 at 4% or $94,924 at 6%; with 50% employer match about $94,924 at 4% or $63,283 at 6%; with 100% employer match about $71,193 at 4% or $47,462 at 6%. |
| On the Rise 401K Retirement Plan | - | 29 | $863,354 | $65,168 | $2,247iApproximate average salary by contribution assumption: employee only about $56,179 at 4% or $37,453 at 6%; with 50% employer match about $37,453 at 4% or $24,969 at 6%; with 100% employer match about $28,090 at 4% or $18,726 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 14 | $393,368 | $100,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2012 | 2 | 22 | $960,192 | $100,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| On the Rise 401K Retirement Plan | - | 22 | $678,107 | - | - |
| ON THE RISE CASH BALANCE PLAN | - | 15 | $282,085 | $100,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2011 | 2 | 22 | $744,243 | $149,160 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| On the Rise 401K Retirement Plan | - | 22 | $571,860 | $62,160 | $2,825iApproximate average salary by contribution assumption: employee only about $70,636 at 4% or $47,091 at 6%; with 50% employer match about $47,091 at 4% or $31,394 at 6%; with 100% employer match about $35,318 at 4% or $23,545 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 13 | $172,383 | $87,000 | $6,692iApproximate average salary by contribution assumption: employee only about $167,308 at 4% or $111,538 at 6%; with 50% employer match about $111,538 at 4% or $74,359 at 6%; with 100% employer match about $83,654 at 4% or $55,769 at 6%. |
| 2010 | 2 | 13 | $624,785 | $151,514 | $11,655iApproximate average salary by contribution assumption: employee only about $291,373 at 4% or $194,249 at 6%; with 50% employer match about $194,249 at 4% or $129,499 at 6%; with 100% employer match about $145,687 at 4% or $97,124 at 6%. |
| On the Rise 401K Retirement Plan | - | 13 | $534,785 | $61,514 | $4,732iApproximate average salary by contribution assumption: employee only about $118,296 at 4% or $78,864 at 6%; with 50% employer match about $78,864 at 4% or $52,576 at 6%; with 100% employer match about $59,148 at 4% or $39,432 at 6%. |
| ON THE RISE CASH BALANCE PLAN | - | 13 | $90,000 | $90,000 | $6,923iApproximate average salary by contribution assumption: employee only about $173,077 at 4% or $115,385 at 6%; with 50% employer match about $115,385 at 4% or $76,923 at 6%; with 100% employer match about $86,538 at 4% or $57,692 at 6%. |
| 2009 | 1 | 5 | $430,797 | $54,224 | $10,845iApproximate average salary by contribution assumption: employee only about $271,120 at 4% or $180,747 at 6%; with 50% employer match about $180,747 at 4% or $120,498 at 6%; with 100% employer match about $135,560 at 4% or $90,373 at 6%. |
| On the Rise 401K Retirement Plan | - | 5 | $430,797 | $54,224 | $10,845iApproximate average salary by contribution assumption: employee only about $271,120 at 4% or $180,747 at 6%; with 50% employer match about $180,747 at 4% or $120,498 at 6%; with 100% employer match about $135,560 at 4% or $90,373 at 6%. |
| 2008 | 1 | 4 | $306,772 | $54,525 | $13,631iApproximate average salary by contribution assumption: employee only about $340,781 at 4% or $227,188 at 6%; with 50% employer match about $227,188 at 4% or $151,458 at 6%; with 100% employer match about $170,391 at 4% or $113,594 at 6%. |
| On the Rise 401K Retirement Plan | - | 4 | $306,772 | $54,525 | $13,631iApproximate average salary by contribution assumption: employee only about $340,781 at 4% or $227,188 at 6%; with 50% employer match about $227,188 at 4% or $151,458 at 6%; with 100% employer match about $170,391 at 4% or $113,594 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| On the Rise 401K Retirement Plan | - | 4 | - | - | - |