Onward Investors
Plan context: Onward Investors 401(K) Profit Sharing Plan & Trust
EIN 45-4978556 • Edina, MN • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$4,232,235
2024 Contributions
$459,081
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $4,232,235 | $459,081 | $22,954iApproximate average salary by contribution assumption: employee only about $573,851 at 4% or $382,568 at 6%; with 50% employer match about $382,568 at 4% or $255,045 at 6%; with 100% employer match about $286,926 at 4% or $191,284 at 6%. |
| Onward Investors 401(K) Profit Sharing Plan & Trust | - | 20 | $4,232,235 | $459,081 | $22,954iApproximate average salary by contribution assumption: employee only about $573,851 at 4% or $382,568 at 6%; with 50% employer match about $382,568 at 4% or $255,045 at 6%; with 100% employer match about $286,926 at 4% or $191,284 at 6%. |
| 2023 | 1 | 18 | $3,368,341 | $386,970 | $21,498iApproximate average salary by contribution assumption: employee only about $537,458 at 4% or $358,306 at 6%; with 50% employer match about $358,306 at 4% or $238,870 at 6%; with 100% employer match about $268,729 at 4% or $179,153 at 6%. |
| Onward Investors 401(K) Profit Sharing Plan & Trust | - | 18 | $3,368,341 | $386,970 | $21,498iApproximate average salary by contribution assumption: employee only about $537,458 at 4% or $358,306 at 6%; with 50% employer match about $358,306 at 4% or $238,870 at 6%; with 100% employer match about $268,729 at 4% or $179,153 at 6%. |
| 2022 | 1 | 18 | $2,596,127 | $201,355 | $11,186iApproximate average salary by contribution assumption: employee only about $279,660 at 4% or $186,440 at 6%; with 50% employer match about $186,440 at 4% or $124,293 at 6%; with 100% employer match about $139,830 at 4% or $93,220 at 6%. |
| Onward Investors 401(K) Profit Sharing Plan & Trust | - | 18 | $2,596,127 | $201,355 | $11,186iApproximate average salary by contribution assumption: employee only about $279,660 at 4% or $186,440 at 6%; with 50% employer match about $186,440 at 4% or $124,293 at 6%; with 100% employer match about $139,830 at 4% or $93,220 at 6%. |