LIGHTHOUSE WEALTH MANAGEMENT, INC.
Plan context: LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN
EIN 45-2153802 • Ashland, OH • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$883,657
2025 Contributions
$175,421
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 | 5 | $883,657 | $175,421 | $35,084iApproximate average salary by contribution assumption: employee only about $877,105 at 4% or $584,737 at 6%; with 50% employer match about $584,737 at 4% or $389,824 at 6%; with 100% employer match about $438,552 at 4% or $292,368 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $883,657 | $175,421 | $35,084iApproximate average salary by contribution assumption: employee only about $877,105 at 4% or $584,737 at 6%; with 50% employer match about $584,737 at 4% or $389,824 at 6%; with 100% employer match about $438,552 at 4% or $292,368 at 6%. |
| 2024 | 1 | 5 | $853,782 | $156,350 | $31,270iApproximate average salary by contribution assumption: employee only about $781,750 at 4% or $521,167 at 6%; with 50% employer match about $521,167 at 4% or $347,444 at 6%; with 100% employer match about $390,875 at 4% or $260,583 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $853,782 | $156,350 | $31,270iApproximate average salary by contribution assumption: employee only about $781,750 at 4% or $521,167 at 6%; with 50% employer match about $521,167 at 4% or $347,444 at 6%; with 100% employer match about $390,875 at 4% or $260,583 at 6%. |
| 2023 | 1 | 5 | $843,646 | $136,959 | $27,392iApproximate average salary by contribution assumption: employee only about $684,795 at 4% or $456,530 at 6%; with 50% employer match about $456,530 at 4% or $304,353 at 6%; with 100% employer match about $342,398 at 4% or $228,265 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $843,646 | $136,959 | $27,392iApproximate average salary by contribution assumption: employee only about $684,795 at 4% or $456,530 at 6%; with 50% employer match about $456,530 at 4% or $304,353 at 6%; with 100% employer match about $342,398 at 4% or $228,265 at 6%. |
| 2022 | 1 | 5 | $565,512 | $126,154 | $25,231iApproximate average salary by contribution assumption: employee only about $630,770 at 4% or $420,513 at 6%; with 50% employer match about $420,513 at 4% or $280,342 at 6%; with 100% employer match about $315,385 at 4% or $210,257 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $565,512 | $126,154 | $25,231iApproximate average salary by contribution assumption: employee only about $630,770 at 4% or $420,513 at 6%; with 50% employer match about $420,513 at 4% or $280,342 at 6%; with 100% employer match about $315,385 at 4% or $210,257 at 6%. |
| 2021 | 1 | 5 | $797,737 | $102,240 | $20,448iApproximate average salary by contribution assumption: employee only about $511,200 at 4% or $340,800 at 6%; with 50% employer match about $340,800 at 4% or $227,200 at 6%; with 100% employer match about $255,600 at 4% or $170,400 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $797,737 | $102,240 | $20,448iApproximate average salary by contribution assumption: employee only about $511,200 at 4% or $340,800 at 6%; with 50% employer match about $340,800 at 4% or $227,200 at 6%; with 100% employer match about $255,600 at 4% or $170,400 at 6%. |
| 2020 | 1 | 5 | $578,521 | $79,072 | $15,814iApproximate average salary by contribution assumption: employee only about $395,360 at 4% or $263,573 at 6%; with 50% employer match about $263,573 at 4% or $175,716 at 6%; with 100% employer match about $197,680 at 4% or $131,787 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $578,521 | $79,072 | $15,814iApproximate average salary by contribution assumption: employee only about $395,360 at 4% or $263,573 at 6%; with 50% employer match about $263,573 at 4% or $175,716 at 6%; with 100% employer match about $197,680 at 4% or $131,787 at 6%. |
| 2019 | 1 | 5 | $388,081 | $71,310 | $14,262iApproximate average salary by contribution assumption: employee only about $356,550 at 4% or $237,700 at 6%; with 50% employer match about $237,700 at 4% or $158,467 at 6%; with 100% employer match about $178,275 at 4% or $118,850 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 5 | $388,081 | $71,310 | $14,262iApproximate average salary by contribution assumption: employee only about $356,550 at 4% or $237,700 at 6%; with 50% employer match about $237,700 at 4% or $158,467 at 6%; with 100% employer match about $178,275 at 4% or $118,850 at 6%. |
| 2018 | 1 | 4 | $233,477 | $64,417 | $16,104iApproximate average salary by contribution assumption: employee only about $402,606 at 4% or $268,404 at 6%; with 50% employer match about $268,404 at 4% or $178,936 at 6%; with 100% employer match about $201,303 at 4% or $134,202 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 4 | $233,477 | $64,417 | $16,104iApproximate average salary by contribution assumption: employee only about $402,606 at 4% or $268,404 at 6%; with 50% employer match about $268,404 at 4% or $178,936 at 6%; with 100% employer match about $201,303 at 4% or $134,202 at 6%. |
| 2017 | 1 | 4 | $185,381 | $60,957 | $15,239iApproximate average salary by contribution assumption: employee only about $380,981 at 4% or $253,988 at 6%; with 50% employer match about $253,988 at 4% or $169,325 at 6%; with 100% employer match about $190,491 at 4% or $126,994 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 4 | $185,381 | $60,957 | $15,239iApproximate average salary by contribution assumption: employee only about $380,981 at 4% or $253,988 at 6%; with 50% employer match about $253,988 at 4% or $169,325 at 6%; with 100% employer match about $190,491 at 4% or $126,994 at 6%. |
| 2016 | 1 | 4 | $95,438 | $51,285 | $12,821iApproximate average salary by contribution assumption: employee only about $320,531 at 4% or $213,688 at 6%; with 50% employer match about $213,688 at 4% or $142,458 at 6%; with 100% employer match about $160,266 at 4% or $106,844 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 4 | $95,438 | $51,285 | $12,821iApproximate average salary by contribution assumption: employee only about $320,531 at 4% or $213,688 at 6%; with 50% employer match about $213,688 at 4% or $142,458 at 6%; with 100% employer match about $160,266 at 4% or $106,844 at 6%. |
| 2015 | 1 | 4 | $39,498 | $40,295 | $10,074iApproximate average salary by contribution assumption: employee only about $251,844 at 4% or $167,896 at 6%; with 50% employer match about $167,896 at 4% or $111,931 at 6%; with 100% employer match about $125,922 at 4% or $83,948 at 6%. |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 4 | $39,498 | $40,295 | $10,074iApproximate average salary by contribution assumption: employee only about $251,844 at 4% or $167,896 at 6%; with 50% employer match about $167,896 at 4% or $111,931 at 6%; with 100% employer match about $125,922 at 4% or $83,948 at 6%. |