BEYOND WEALTH ADVISORS LLC
Plan context: BEYOND WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 37-2178346 • Miamisburg, OH • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$748,898
2025 Contributions
$145,660
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $748,898 | $145,660 | $11,205iApproximate average salary by contribution assumption: employee only about $280,115 at 4% or $186,744 at 6%; with 50% employer match about $186,744 at 4% or $124,496 at 6%; with 100% employer match about $140,058 at 4% or $93,372 at 6%. |
| BEYOND WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $748,898 | $145,660 | $11,205iApproximate average salary by contribution assumption: employee only about $280,115 at 4% or $186,744 at 6%; with 50% employer match about $186,744 at 4% or $124,496 at 6%; with 100% employer match about $140,058 at 4% or $93,372 at 6%. |