Civic Intelligence

Larson Wealth Management LLC

Plan context: Larson Wealth Management 401(K) Plan

EIN 46-1180244 • Harrisonburg, VA • 7 filings • 1 plans

124 Newman AvenueSuite 101Harrisonburg, VA 22801
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$728,457

2024 Contributions

$141,893

Historical Graphs

Total Assets Over Time

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

$764,807$382,404$0201820212024YearValue
$728,457Latest year 2024

Participants Over Time

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

630201820212024YearValue
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$728,457$141,893$23,649iApproximate average salary by contribution assumption: employee only about $591,221 at 4% or $394,147 at 6%; with 50% employer match about $394,147 at 4% or $262,765 at 6%; with 100% employer match about $295,610 at 4% or $197,074 at 6%.
Larson Wealth Management 401(K) Plan-6$728,457$141,893$23,649iApproximate average salary by contribution assumption: employee only about $591,221 at 4% or $394,147 at 6%; with 50% employer match about $394,147 at 4% or $262,765 at 6%; with 100% employer match about $295,610 at 4% or $197,074 at 6%.
202315$520,045$100,225$20,045iApproximate average salary by contribution assumption: employee only about $501,125 at 4% or $334,083 at 6%; with 50% employer match about $334,083 at 4% or $222,722 at 6%; with 100% employer match about $250,563 at 4% or $167,042 at 6%.
Larson Wealth Management 401(K) Plan-5$520,045$100,225$20,045iApproximate average salary by contribution assumption: employee only about $501,125 at 4% or $334,083 at 6%; with 50% employer match about $334,083 at 4% or $222,722 at 6%; with 100% employer match about $250,563 at 4% or $167,042 at 6%.
202213$377,084$100,958$33,653iApproximate average salary by contribution assumption: employee only about $841,317 at 4% or $560,878 at 6%; with 50% employer match about $560,878 at 4% or $373,919 at 6%; with 100% employer match about $420,658 at 4% or $280,439 at 6%.
Larson Wealth Management 401(K) Plan-3$377,084$100,958$33,653iApproximate average salary by contribution assumption: employee only about $841,317 at 4% or $560,878 at 6%; with 50% employer match about $560,878 at 4% or $373,919 at 6%; with 100% employer match about $420,658 at 4% or $280,439 at 6%.
202114$764,807$83,657$20,914iApproximate average salary by contribution assumption: employee only about $522,856 at 4% or $348,571 at 6%; with 50% employer match about $348,571 at 4% or $232,381 at 6%; with 100% employer match about $261,428 at 4% or $174,285 at 6%.
Larson Wealth Management 401(K) Plan-4$764,807$83,657$20,914iApproximate average salary by contribution assumption: employee only about $522,856 at 4% or $348,571 at 6%; with 50% employer match about $348,571 at 4% or $232,381 at 6%; with 100% employer match about $261,428 at 4% or $174,285 at 6%.
202012$647,713$63,944$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
Larson Wealth Management 401(K) Plan-2$647,713$63,944$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
201912$502,073$64,349$32,175iApproximate average salary by contribution assumption: employee only about $804,363 at 4% or $536,242 at 6%; with 50% employer match about $536,242 at 4% or $357,494 at 6%; with 100% employer match about $402,181 at 4% or $268,121 at 6%.
Larson Wealth Management 401(K) Plan-2$502,073$64,349$32,175iApproximate average salary by contribution assumption: employee only about $804,363 at 4% or $536,242 at 6%; with 50% employer match about $536,242 at 4% or $357,494 at 6%; with 100% employer match about $402,181 at 4% or $268,121 at 6%.
201812$404,535$500,661$250,331iApproximate average salary by contribution assumption: employee only about $6,258,263 at 4% or $4,172,175 at 6%; with 50% employer match about $4,172,175 at 4% or $2,781,450 at 6%; with 100% employer match about $3,129,131 at 4% or $2,086,088 at 6%.
Larson Wealth Management 401(K) Plan-2$404,535$500,661$250,331iApproximate average salary by contribution assumption: employee only about $6,258,263 at 4% or $4,172,175 at 6%; with 50% employer match about $4,172,175 at 4% or $2,781,450 at 6%; with 100% employer match about $3,129,131 at 4% or $2,086,088 at 6%.