Civic Intelligence

Eukles Wealth Management LLC

Plan context: Eukles Wealth Management LLC Retirement Plan

EIN 45-3247257 • Cincinnati, OH • 13 filings • 1 plans

425 Walnut Street, Suite 2260Cincinnati, OH 45202
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$10,297,267

2024 Contributions

$395,474

Historical Graphs

Total Assets Over Time

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

$10,297,267$5,148,634$0201220182024YearValue
$10,297,267Latest year 2024

Participants Over Time

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

630201220182024YearValue
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$10,297,267$395,474$65,912iApproximate average salary by contribution assumption: employee only about $1,647,808 at 4% or $1,098,539 at 6%; with 50% employer match about $1,098,539 at 4% or $732,359 at 6%; with 100% employer match about $823,904 at 4% or $549,269 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$10,297,267$395,474$65,912iApproximate average salary by contribution assumption: employee only about $1,647,808 at 4% or $1,098,539 at 6%; with 50% employer match about $1,098,539 at 4% or $732,359 at 6%; with 100% employer match about $823,904 at 4% or $549,269 at 6%.
202316$8,259,095$405,207$67,535iApproximate average salary by contribution assumption: employee only about $1,688,363 at 4% or $1,125,575 at 6%; with 50% employer match about $1,125,575 at 4% or $750,383 at 6%; with 100% employer match about $844,181 at 4% or $562,788 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$8,259,095$405,207$67,535iApproximate average salary by contribution assumption: employee only about $1,688,363 at 4% or $1,125,575 at 6%; with 50% employer match about $1,125,575 at 4% or $750,383 at 6%; with 100% employer match about $844,181 at 4% or $562,788 at 6%.
202216$6,423,084$369,809$61,635iApproximate average salary by contribution assumption: employee only about $1,540,871 at 4% or $1,027,247 at 6%; with 50% employer match about $1,027,247 at 4% or $684,831 at 6%; with 100% employer match about $770,435 at 4% or $513,624 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$6,423,084$369,809$61,635iApproximate average salary by contribution assumption: employee only about $1,540,871 at 4% or $1,027,247 at 6%; with 50% employer match about $1,027,247 at 4% or $684,831 at 6%; with 100% employer match about $770,435 at 4% or $513,624 at 6%.
202116$7,346,962$351,351$58,559iApproximate average salary by contribution assumption: employee only about $1,463,963 at 4% or $975,975 at 6%; with 50% employer match about $975,975 at 4% or $650,650 at 6%; with 100% employer match about $731,981 at 4% or $487,988 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$7,346,962$351,351$58,559iApproximate average salary by contribution assumption: employee only about $1,463,963 at 4% or $975,975 at 6%; with 50% employer match about $975,975 at 4% or $650,650 at 6%; with 100% employer match about $731,981 at 4% or $487,988 at 6%.
202016$5,918,945$319,548$53,258iApproximate average salary by contribution assumption: employee only about $1,331,450 at 4% or $887,633 at 6%; with 50% employer match about $887,633 at 4% or $591,756 at 6%; with 100% employer match about $665,725 at 4% or $443,817 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$5,918,945$319,548$53,258iApproximate average salary by contribution assumption: employee only about $1,331,450 at 4% or $887,633 at 6%; with 50% employer match about $887,633 at 4% or $591,756 at 6%; with 100% employer match about $665,725 at 4% or $443,817 at 6%.
201916$4,826,490$315,842$52,640iApproximate average salary by contribution assumption: employee only about $1,316,008 at 4% or $877,339 at 6%; with 50% employer match about $877,339 at 4% or $584,893 at 6%; with 100% employer match about $658,004 at 4% or $438,669 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$4,826,490$315,842$52,640iApproximate average salary by contribution assumption: employee only about $1,316,008 at 4% or $877,339 at 6%; with 50% employer match about $877,339 at 4% or $584,893 at 6%; with 100% employer match about $658,004 at 4% or $438,669 at 6%.
201816$3,580,120$251,665$41,944iApproximate average salary by contribution assumption: employee only about $1,048,604 at 4% or $699,069 at 6%; with 50% employer match about $699,069 at 4% or $466,046 at 6%; with 100% employer match about $524,302 at 4% or $349,535 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$3,580,120$251,665$41,944iApproximate average salary by contribution assumption: employee only about $1,048,604 at 4% or $699,069 at 6%; with 50% employer match about $699,069 at 4% or $466,046 at 6%; with 100% employer match about $524,302 at 4% or $349,535 at 6%.
201716$3,553,494$232,772$38,795iApproximate average salary by contribution assumption: employee only about $969,883 at 4% or $646,589 at 6%; with 50% employer match about $646,589 at 4% or $431,059 at 6%; with 100% employer match about $484,942 at 4% or $323,294 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$3,553,494$232,772$38,795iApproximate average salary by contribution assumption: employee only about $969,883 at 4% or $646,589 at 6%; with 50% employer match about $646,589 at 4% or $431,059 at 6%; with 100% employer match about $484,942 at 4% or $323,294 at 6%.
201616$2,755,793$221,860$36,977iApproximate average salary by contribution assumption: employee only about $924,417 at 4% or $616,278 at 6%; with 50% employer match about $616,278 at 4% or $410,852 at 6%; with 100% employer match about $462,208 at 4% or $308,139 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$2,755,793$221,860$36,977iApproximate average salary by contribution assumption: employee only about $924,417 at 4% or $616,278 at 6%; with 50% employer match about $616,278 at 4% or $410,852 at 6%; with 100% employer match about $462,208 at 4% or $308,139 at 6%.
201516$2,308,818$225,224$37,537iApproximate average salary by contribution assumption: employee only about $938,433 at 4% or $625,622 at 6%; with 50% employer match about $625,622 at 4% or $417,081 at 6%; with 100% employer match about $469,217 at 4% or $312,811 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$2,308,818$225,224$37,537iApproximate average salary by contribution assumption: employee only about $938,433 at 4% or $625,622 at 6%; with 50% employer match about $625,622 at 4% or $417,081 at 6%; with 100% employer match about $469,217 at 4% or $312,811 at 6%.
201416$2,055,001$198,445$33,074iApproximate average salary by contribution assumption: employee only about $826,854 at 4% or $551,236 at 6%; with 50% employer match about $551,236 at 4% or $367,491 at 6%; with 100% employer match about $413,427 at 4% or $275,618 at 6%.
Eukles Wealth Management LLC Retirement Plan-6$2,055,001$198,445$33,074iApproximate average salary by contribution assumption: employee only about $826,854 at 4% or $551,236 at 6%; with 50% employer match about $551,236 at 4% or $367,491 at 6%; with 100% employer match about $413,427 at 4% or $275,618 at 6%.
201315$1,781,252$171,780$34,356iApproximate average salary by contribution assumption: employee only about $858,900 at 4% or $572,600 at 6%; with 50% employer match about $572,600 at 4% or $381,733 at 6%; with 100% employer match about $429,450 at 4% or $286,300 at 6%.
Eukles Wealth Management LLC Retirement Plan-5$1,781,252$171,780$34,356iApproximate average salary by contribution assumption: employee only about $858,900 at 4% or $572,600 at 6%; with 50% employer match about $572,600 at 4% or $381,733 at 6%; with 100% employer match about $429,450 at 4% or $286,300 at 6%.
201215$1,304,815$1,226,994$245,399iApproximate average salary by contribution assumption: employee only about $6,134,970 at 4% or $4,089,980 at 6%; with 50% employer match about $4,089,980 at 4% or $2,726,653 at 6%; with 100% employer match about $3,067,485 at 4% or $2,044,990 at 6%.
Eukles Wealth Management LLC Retirement Plan-5$1,304,815$1,226,994$245,399iApproximate average salary by contribution assumption: employee only about $6,134,970 at 4% or $4,089,980 at 6%; with 50% employer match about $4,089,980 at 4% or $2,726,653 at 6%; with 100% employer match about $3,067,485 at 4% or $2,044,990 at 6%.