Inspirion Wealth Advisors LLC.
Plan context: Inspirion Wealth Advisors LLC. 401K Plan
EIN 46-0808267 • Libertyville, IL • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,730,955
2024 Contributions
$287,879
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 | 15 | $2,730,955 | $287,879 | $19,192iApproximate average salary by contribution assumption: employee only about $479,798 at 4% or $319,866 at 6%; with 50% employer match about $319,866 at 4% or $213,244 at 6%; with 100% employer match about $239,899 at 4% or $159,933 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 15 | $2,730,955 | $287,879 | $19,192iApproximate average salary by contribution assumption: employee only about $479,798 at 4% or $319,866 at 6%; with 50% employer match about $319,866 at 4% or $213,244 at 6%; with 100% employer match about $239,899 at 4% or $159,933 at 6%. |
| 2023 | 1 | 14 | $2,000,367 | $249,499 | $17,821iApproximate average salary by contribution assumption: employee only about $445,534 at 4% or $297,023 at 6%; with 50% employer match about $297,023 at 4% or $198,015 at 6%; with 100% employer match about $222,767 at 4% or $148,511 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 14 | $2,000,367 | $249,499 | $17,821iApproximate average salary by contribution assumption: employee only about $445,534 at 4% or $297,023 at 6%; with 50% employer match about $297,023 at 4% or $198,015 at 6%; with 100% employer match about $222,767 at 4% or $148,511 at 6%. |
| 2022 | 1 | 12 | $1,313,647 | $940,570 | $78,381iApproximate average salary by contribution assumption: employee only about $1,959,521 at 4% or $1,306,347 at 6%; with 50% employer match about $1,306,347 at 4% or $870,898 at 6%; with 100% employer match about $979,760 at 4% or $653,174 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 12 | $1,313,647 | $940,570 | $78,381iApproximate average salary by contribution assumption: employee only about $1,959,521 at 4% or $1,306,347 at 6%; with 50% employer match about $1,306,347 at 4% or $870,898 at 6%; with 100% employer match about $979,760 at 4% or $653,174 at 6%. |
| 2021 | 1 | 9 | $640,559 | $110,874 | $12,319iApproximate average salary by contribution assumption: employee only about $307,983 at 4% or $205,322 at 6%; with 50% employer match about $205,322 at 4% or $136,881 at 6%; with 100% employer match about $153,992 at 4% or $102,661 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 9 | $640,559 | $110,874 | $12,319iApproximate average salary by contribution assumption: employee only about $307,983 at 4% or $205,322 at 6%; with 50% employer match about $205,322 at 4% or $136,881 at 6%; with 100% employer match about $153,992 at 4% or $102,661 at 6%. |
| 2020 | 1 | 7 | $446,490 | $88,735 | $12,676iApproximate average salary by contribution assumption: employee only about $316,911 at 4% or $211,274 at 6%; with 50% employer match about $211,274 at 4% or $140,849 at 6%; with 100% employer match about $158,455 at 4% or $105,637 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 7 | $446,490 | $88,735 | $12,676iApproximate average salary by contribution assumption: employee only about $316,911 at 4% or $211,274 at 6%; with 50% employer match about $211,274 at 4% or $140,849 at 6%; with 100% employer match about $158,455 at 4% or $105,637 at 6%. |
| 2019 | 1 | 8 | $306,190 | $86,976 | $10,872iApproximate average salary by contribution assumption: employee only about $271,800 at 4% or $181,200 at 6%; with 50% employer match about $181,200 at 4% or $120,800 at 6%; with 100% employer match about $135,900 at 4% or $90,600 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 8 | $306,190 | $86,976 | $10,872iApproximate average salary by contribution assumption: employee only about $271,800 at 4% or $181,200 at 6%; with 50% employer match about $181,200 at 4% or $120,800 at 6%; with 100% employer match about $135,900 at 4% or $90,600 at 6%. |
| 2018 | 1 | 8 | $175,424 | $60,457 | $7,557iApproximate average salary by contribution assumption: employee only about $188,928 at 4% or $125,952 at 6%; with 50% employer match about $125,952 at 4% or $83,968 at 6%; with 100% employer match about $94,464 at 4% or $62,976 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 8 | $175,424 | $60,457 | $7,557iApproximate average salary by contribution assumption: employee only about $188,928 at 4% or $125,952 at 6%; with 50% employer match about $125,952 at 4% or $83,968 at 6%; with 100% employer match about $94,464 at 4% or $62,976 at 6%. |
| 2017 | 1 | 3 | $134,221 | $42,958 | $14,319iApproximate average salary by contribution assumption: employee only about $357,983 at 4% or $238,656 at 6%; with 50% employer match about $238,656 at 4% or $159,104 at 6%; with 100% employer match about $178,992 at 4% or $119,328 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 3 | $134,221 | $42,958 | $14,319iApproximate average salary by contribution assumption: employee only about $357,983 at 4% or $238,656 at 6%; with 50% employer match about $238,656 at 4% or $159,104 at 6%; with 100% employer match about $178,992 at 4% or $119,328 at 6%. |
| 2016 | 1 | 3 | $74,674 | $35,152 | $11,717iApproximate average salary by contribution assumption: employee only about $292,933 at 4% or $195,289 at 6%; with 50% employer match about $195,289 at 4% or $130,193 at 6%; with 100% employer match about $146,467 at 4% or $97,644 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 3 | $74,674 | $35,152 | $11,717iApproximate average salary by contribution assumption: employee only about $292,933 at 4% or $195,289 at 6%; with 50% employer match about $195,289 at 4% or $130,193 at 6%; with 100% employer match about $146,467 at 4% or $97,644 at 6%. |
| 2015 | 1 | 3 | $35,849 | $29,754 | $9,918iApproximate average salary by contribution assumption: employee only about $247,950 at 4% or $165,300 at 6%; with 50% employer match about $165,300 at 4% or $110,200 at 6%; with 100% employer match about $123,975 at 4% or $82,650 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 3 | $35,849 | $29,754 | $9,918iApproximate average salary by contribution assumption: employee only about $247,950 at 4% or $165,300 at 6%; with 50% employer match about $165,300 at 4% or $110,200 at 6%; with 100% employer match about $123,975 at 4% or $82,650 at 6%. |
| 2014 | 1 | 3 | $9,297 | $9,079 | $3,026iApproximate average salary by contribution assumption: employee only about $75,658 at 4% or $50,439 at 6%; with 50% employer match about $50,439 at 4% or $33,626 at 6%; with 100% employer match about $37,829 at 4% or $25,219 at 6%. |
| Inspirion Wealth Advisors LLC. 401K Plan | - | 3 | $9,297 | $9,079 | $3,026iApproximate average salary by contribution assumption: employee only about $75,658 at 4% or $50,439 at 6%; with 50% employer match about $50,439 at 4% or $33,626 at 6%; with 100% employer match about $37,829 at 4% or $25,219 at 6%. |