Civic Intelligence

Cincinnati Investment Advisors

Plan context: Cincinnati Investment Advisors 401(K) Retirement Plan

EIN 45-3858179 • West Chester, OH • 11 filings • 2 plans

8875 Cincinnati Dayton RoadWest Chester, OH 45069
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$902,330

2025 Contributions

$120,250

Historical Graphs

Total Assets Over Time

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

$902,330$451,165$0201820222025YearValue
$902,330Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest year 2025

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
202516$902,330$120,250$20,042iApproximate average salary by contribution assumption: employee only about $501,042 at 4% or $334,028 at 6%; with 50% employer match about $334,028 at 4% or $222,685 at 6%; with 100% employer match about $250,521 at 4% or $167,014 at 6%.
Cincinnati Investment Advisors 401(K) Retirement Plan-6$902,330$120,250$20,042iApproximate average salary by contribution assumption: employee only about $501,042 at 4% or $334,028 at 6%; with 50% employer match about $334,028 at 4% or $222,685 at 6%; with 100% employer match about $250,521 at 4% or $167,014 at 6%.
202426$608,523$137,981$22,997iApproximate average salary by contribution assumption: employee only about $574,921 at 4% or $383,281 at 6%; with 50% employer match about $383,281 at 4% or $255,520 at 6%; with 100% employer match about $287,460 at 4% or $191,640 at 6%.
Cincinnati Investment Advisors 401(K) Retirement Plan-6$601,708$112,668$18,778iApproximate average salary by contribution assumption: employee only about $469,450 at 4% or $312,967 at 6%; with 50% employer match about $312,967 at 4% or $208,644 at 6%; with 100% employer match about $234,725 at 4% or $156,483 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-2$6,815$25,313$12,657iApproximate average salary by contribution assumption: employee only about $316,413 at 4% or $210,942 at 6%; with 50% employer match about $210,942 at 4% or $140,628 at 6%; with 100% employer match about $158,206 at 4% or $105,471 at 6%.
202326$482,031$114,420$19,070iApproximate average salary by contribution assumption: employee only about $476,750 at 4% or $317,833 at 6%; with 50% employer match about $317,833 at 4% or $211,889 at 6%; with 100% employer match about $238,375 at 4% or $158,917 at 6%.
Cincinnati Investment Advisors 401(K) Retirement Plan-6$476,286$97,856$16,309iApproximate average salary by contribution assumption: employee only about $407,733 at 4% or $271,822 at 6%; with 50% employer match about $271,822 at 4% or $181,215 at 6%; with 100% employer match about $203,867 at 4% or $135,911 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-2$5,745$16,564$8,282iApproximate average salary by contribution assumption: employee only about $207,050 at 4% or $138,033 at 6%; with 50% employer match about $138,033 at 4% or $92,022 at 6%; with 100% employer match about $103,525 at 4% or $69,017 at 6%.
202224$342,472$385,910$96,478iApproximate average salary by contribution assumption: employee only about $2,411,938 at 4% or $1,607,958 at 6%; with 50% employer match about $1,607,958 at 4% or $1,071,972 at 6%; with 100% employer match about $1,205,969 at 4% or $803,979 at 6%.
Cincinnati Investment Advisors 401(K) Retirement Plan-4$336,644$365,349$91,337iApproximate average salary by contribution assumption: employee only about $2,283,431 at 4% or $1,522,288 at 6%; with 50% employer match about $1,522,288 at 4% or $1,014,858 at 6%; with 100% employer match about $1,141,716 at 4% or $761,144 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-2$5,828$20,561$10,281iApproximate average salary by contribution assumption: employee only about $257,013 at 4% or $171,342 at 6%; with 50% employer match about $171,342 at 4% or $114,228 at 6%; with 100% employer match about $128,506 at 4% or $85,671 at 6%.
202114$4,229$24,933$6,233iApproximate average salary by contribution assumption: employee only about $155,831 at 4% or $103,888 at 6%; with 50% employer match about $103,888 at 4% or $69,258 at 6%; with 100% employer match about $77,916 at 4% or $51,944 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-4$4,229$24,933$6,233iApproximate average salary by contribution assumption: employee only about $155,831 at 4% or $103,888 at 6%; with 50% employer match about $103,888 at 4% or $69,258 at 6%; with 100% employer match about $77,916 at 4% or $51,944 at 6%.
202013$3,104$19,353$6,451iApproximate average salary by contribution assumption: employee only about $161,275 at 4% or $107,517 at 6%; with 50% employer match about $107,517 at 4% or $71,678 at 6%; with 100% employer match about $80,638 at 4% or $53,758 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-3$3,104$19,353$6,451iApproximate average salary by contribution assumption: employee only about $161,275 at 4% or $107,517 at 6%; with 50% employer match about $107,517 at 4% or $71,678 at 6%; with 100% employer match about $80,638 at 4% or $53,758 at 6%.
201913$2,353$16,664$5,555iApproximate average salary by contribution assumption: employee only about $138,867 at 4% or $92,578 at 6%; with 50% employer match about $92,578 at 4% or $61,719 at 6%; with 100% employer match about $69,433 at 4% or $46,289 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-3$2,353$16,664$5,555iApproximate average salary by contribution assumption: employee only about $138,867 at 4% or $92,578 at 6%; with 50% employer match about $92,578 at 4% or $61,719 at 6%; with 100% employer match about $69,433 at 4% or $46,289 at 6%.
201813$842$5,958$1,986iApproximate average salary by contribution assumption: employee only about $49,650 at 4% or $33,100 at 6%; with 50% employer match about $33,100 at 4% or $22,067 at 6%; with 100% employer match about $24,825 at 4% or $16,550 at 6%.
Cincinnati Investment Advisors Soca Benefit Plan-3$842$5,958$1,986iApproximate average salary by contribution assumption: employee only about $49,650 at 4% or $33,100 at 6%; with 50% employer match about $33,100 at 4% or $22,067 at 6%; with 100% employer match about $24,825 at 4% or $16,550 at 6%.