Civic Intelligence

Peloton Wealth Strategists Inc.

Plan context: Peloton Wealth Strategists 401(K) Plan

EIN 35-1682166 • Indianapolis, IN • 12 filings • 2 plans

8500 Keystone Crossing BlvdSuite 450Indianapolis, IN 46240
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,024,833

2024 Contributions

$224,229

Historical Graphs

Total Assets Over Time

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

$3,024,833$1,512,417$0201520202024YearValue
$3,024,833Latest year 2024

Participants Over Time

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

630201520202024YearValue
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
202416$3,024,833$224,229$37,372iApproximate average salary by contribution assumption: employee only about $934,288 at 4% or $622,858 at 6%; with 50% employer match about $622,858 at 4% or $415,239 at 6%; with 100% employer match about $467,144 at 4% or $311,429 at 6%.
Peloton Wealth Strategists 401(K) Plan-6$3,024,833$224,229$37,372iApproximate average salary by contribution assumption: employee only about $934,288 at 4% or $622,858 at 6%; with 50% employer match about $622,858 at 4% or $415,239 at 6%; with 100% employer match about $467,144 at 4% or $311,429 at 6%.
202316$2,436,671$221,433$36,906iApproximate average salary by contribution assumption: employee only about $922,638 at 4% or $615,092 at 6%; with 50% employer match about $615,092 at 4% or $410,061 at 6%; with 100% employer match about $461,319 at 4% or $307,546 at 6%.
Peloton Wealth Strategists 401(K) Plan-6$2,436,671$221,433$36,906iApproximate average salary by contribution assumption: employee only about $922,638 at 4% or $615,092 at 6%; with 50% employer match about $615,092 at 4% or $410,061 at 6%; with 100% employer match about $461,319 at 4% or $307,546 at 6%.
202215$1,704,930$193,571$38,714iApproximate average salary by contribution assumption: employee only about $967,855 at 4% or $645,237 at 6%; with 50% employer match about $645,237 at 4% or $430,158 at 6%; with 100% employer match about $483,927 at 4% or $322,618 at 6%.
Peloton Wealth Strategists 401(K) Plan-5$1,704,930$193,571$38,714iApproximate average salary by contribution assumption: employee only about $967,855 at 4% or $645,237 at 6%; with 50% employer match about $645,237 at 4% or $430,158 at 6%; with 100% employer match about $483,927 at 4% or $322,618 at 6%.
202125$2,174,022$247,321$49,464iApproximate average salary by contribution assumption: employee only about $1,236,605 at 4% or $824,403 at 6%; with 50% employer match about $824,403 at 4% or $549,602 at 6%; with 100% employer match about $618,303 at 4% or $412,202 at 6%.
Peloton Wealth Strategists 401(K) Plan-5$2,174,022$182,794$36,559iApproximate average salary by contribution assumption: employee only about $913,970 at 4% or $609,313 at 6%; with 50% employer match about $609,313 at 4% or $406,209 at 6%; with 100% employer match about $456,985 at 4% or $304,657 at 6%.
PELOTON WEALTH CBIN BENEFIT PLAN-0$0$64,527-
202026$1,732,913$199,306$33,218iApproximate average salary by contribution assumption: employee only about $830,442 at 4% or $553,628 at 6%; with 50% employer match about $553,628 at 4% or $369,085 at 6%; with 100% employer match about $415,221 at 4% or $276,814 at 6%.
Peloton Wealth Strategists 401(K) Plan-6$1,716,745$137,758$22,960iApproximate average salary by contribution assumption: employee only about $573,992 at 4% or $382,661 at 6%; with 50% employer match about $382,661 at 4% or $255,107 at 6%; with 100% employer match about $286,996 at 4% or $191,331 at 6%.
PELOTON WEALTH CBIN BENEFIT PLAN-3$16,168$61,548$20,516iApproximate average salary by contribution assumption: employee only about $512,900 at 4% or $341,933 at 6%; with 50% employer match about $341,933 at 4% or $227,956 at 6%; with 100% employer match about $256,450 at 4% or $170,967 at 6%.
201915$1,060,389$363,672$72,734iApproximate average salary by contribution assumption: employee only about $1,818,360 at 4% or $1,212,240 at 6%; with 50% employer match about $1,212,240 at 4% or $808,160 at 6%; with 100% employer match about $909,180 at 4% or $606,120 at 6%.
Peloton Wealth Strategists 401(K) Plan-5$1,060,389$363,672$72,734iApproximate average salary by contribution assumption: employee only about $1,818,360 at 4% or $1,212,240 at 6%; with 50% employer match about $1,212,240 at 4% or $808,160 at 6%; with 100% employer match about $909,180 at 4% or $606,120 at 6%.
201815$470,944$93,022$18,604iApproximate average salary by contribution assumption: employee only about $465,110 at 4% or $310,073 at 6%; with 50% employer match about $310,073 at 4% or $206,716 at 6%; with 100% employer match about $232,555 at 4% or $155,037 at 6%.
Peloton Wealth Strategists 401(K) Plan-5$470,944$93,022$18,604iApproximate average salary by contribution assumption: employee only about $465,110 at 4% or $310,073 at 6%; with 50% employer match about $310,073 at 4% or $206,716 at 6%; with 100% employer match about $232,555 at 4% or $155,037 at 6%.
201714$291,955$79,027$19,757iApproximate average salary by contribution assumption: employee only about $493,919 at 4% or $329,279 at 6%; with 50% employer match about $329,279 at 4% or $219,519 at 6%; with 100% employer match about $246,959 at 4% or $164,640 at 6%.
Peloton Wealth Strategists 401(K) Plan-4$291,955$79,027$19,757iApproximate average salary by contribution assumption: employee only about $493,919 at 4% or $329,279 at 6%; with 50% employer match about $329,279 at 4% or $219,519 at 6%; with 100% employer match about $246,959 at 4% or $164,640 at 6%.
201614$192,440$86,387$21,597iApproximate average salary by contribution assumption: employee only about $539,919 at 4% or $359,946 at 6%; with 50% employer match about $359,946 at 4% or $239,964 at 6%; with 100% employer match about $269,959 at 4% or $179,973 at 6%.
Peloton Wealth Strategists 401(K) Plan-4$192,440$86,387$21,597iApproximate average salary by contribution assumption: employee only about $539,919 at 4% or $359,946 at 6%; with 50% employer match about $359,946 at 4% or $239,964 at 6%; with 100% employer match about $269,959 at 4% or $179,973 at 6%.
201514$87,735$87,578$21,895iApproximate average salary by contribution assumption: employee only about $547,363 at 4% or $364,908 at 6%; with 50% employer match about $364,908 at 4% or $243,272 at 6%; with 100% employer match about $273,681 at 4% or $182,454 at 6%.
Peloton Wealth Strategists 401(K) Plan-4$87,735$87,578$21,895iApproximate average salary by contribution assumption: employee only about $547,363 at 4% or $364,908 at 6%; with 50% employer match about $364,908 at 4% or $243,272 at 6%; with 100% employer match about $273,681 at 4% or $182,454 at 6%.