Advi Health LLC
Plan context: Advi Health LLC 401(K) Plan
EIN 46-1617074 • Washington, DC • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
76
2024 Assets
$8,087,057
2024 Contributions
$1,655,618
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 | 76 | $8,087,057 | $1,655,618 | $21,784iApproximate average salary by contribution assumption: employee only about $544,611 at 4% or $363,074 at 6%; with 50% employer match about $363,074 at 4% or $242,049 at 6%; with 100% employer match about $272,306 at 4% or $181,537 at 6%. |
| Advi Health LLC 401(K) Plan | - | 76 | $8,087,057 | $1,655,618 | $21,784iApproximate average salary by contribution assumption: employee only about $544,611 at 4% or $363,074 at 6%; with 50% employer match about $363,074 at 4% or $242,049 at 6%; with 100% employer match about $272,306 at 4% or $181,537 at 6%. |
| 2023 | 2 | 51 | $6,317,205 | $777,097 | $15,237iApproximate average salary by contribution assumption: employee only about $380,930 at 4% or $253,953 at 6%; with 50% employer match about $253,953 at 4% or $169,302 at 6%; with 100% employer match about $190,465 at 4% or $126,977 at 6%. |
| Advi Health LLC 401(K) Plan | - | 51 | $6,317,205 | $777,097 | $15,237iApproximate average salary by contribution assumption: employee only about $380,930 at 4% or $253,953 at 6%; with 50% employer match about $253,953 at 4% or $169,302 at 6%; with 100% employer match about $190,465 at 4% or $126,977 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 39 | $6,488,397 | $1,014,301 | $26,008iApproximate average salary by contribution assumption: employee only about $650,193 at 4% or $433,462 at 6%; with 50% employer match about $433,462 at 4% or $288,975 at 6%; with 100% employer match about $325,096 at 4% or $216,731 at 6%. |
| Advi Health LLC 401(K) Plan | - | 39 | $4,996,089 | $564,051 | $14,463iApproximate average salary by contribution assumption: employee only about $361,571 at 4% or $241,047 at 6%; with 50% employer match about $241,047 at 4% or $160,698 at 6%; with 100% employer match about $180,786 at 4% or $120,524 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 14 | $1,492,308 | $450,250 | $32,161iApproximate average salary by contribution assumption: employee only about $804,018 at 4% or $536,012 at 6%; with 50% employer match about $536,012 at 4% or $357,341 at 6%; with 100% employer match about $402,009 at 4% or $268,006 at 6%. |
| 2021 | 2 | 36 | $6,760,860 | $899,996 | $25,000iApproximate average salary by contribution assumption: employee only about $624,997 at 4% or $416,665 at 6%; with 50% employer match about $416,665 at 4% or $277,777 at 6%; with 100% employer match about $312,499 at 4% or $208,332 at 6%. |
| Advi Health LLC 401(K) Plan | - | 36 | $5,467,431 | $682,673 | $18,963iApproximate average salary by contribution assumption: employee only about $474,078 at 4% or $316,052 at 6%; with 50% employer match about $316,052 at 4% or $210,702 at 6%; with 100% employer match about $237,039 at 4% or $158,026 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 15 | $1,293,429 | $217,323 | $14,488iApproximate average salary by contribution assumption: employee only about $362,205 at 4% or $241,470 at 6%; with 50% employer match about $241,470 at 4% or $160,980 at 6%; with 100% employer match about $181,103 at 4% or $120,735 at 6%. |
| 2020 | 2 | 35 | $5,054,608 | $509,173 | $14,548iApproximate average salary by contribution assumption: employee only about $363,695 at 4% or $242,463 at 6%; with 50% employer match about $242,463 at 4% or $161,642 at 6%; with 100% employer match about $181,848 at 4% or $121,232 at 6%. |
| Advi Health LLC 401(K) Plan | - | 35 | $4,088,501 | $413,680 | $11,819iApproximate average salary by contribution assumption: employee only about $295,486 at 4% or $196,990 at 6%; with 50% employer match about $196,990 at 4% or $131,327 at 6%; with 100% employer match about $147,743 at 4% or $98,495 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 12 | $966,107 | $95,493 | $7,958iApproximate average salary by contribution assumption: employee only about $198,944 at 4% or $132,629 at 6%; with 50% employer match about $132,629 at 4% or $88,419 at 6%; with 100% employer match about $99,472 at 4% or $66,315 at 6%. |
| 2019 | 2 | 31 | $4,214,513 | $779,567 | $25,147iApproximate average salary by contribution assumption: employee only about $628,683 at 4% or $419,122 at 6%; with 50% employer match about $419,122 at 4% or $279,415 at 6%; with 100% employer match about $314,342 at 4% or $209,561 at 6%. |
| Advi Health LLC 401(K) Plan | - | 31 | $3,366,164 | $459,989 | $14,838iApproximate average salary by contribution assumption: employee only about $370,959 at 4% or $247,306 at 6%; with 50% employer match about $247,306 at 4% or $164,871 at 6%; with 100% employer match about $185,479 at 4% or $123,653 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 7 | $848,349 | $319,578 | $45,654iApproximate average salary by contribution assumption: employee only about $1,141,350 at 4% or $760,900 at 6%; with 50% employer match about $760,900 at 4% or $507,267 at 6%; with 100% employer match about $570,675 at 4% or $380,450 at 6%. |
| 2018 | 2 | 29 | $2,792,263 | $686,072 | $23,658iApproximate average salary by contribution assumption: employee only about $591,441 at 4% or $394,294 at 6%; with 50% employer match about $394,294 at 4% or $262,863 at 6%; with 100% employer match about $295,721 at 4% or $197,147 at 6%. |
| Advi Health LLC 401(K) Plan | - | 29 | $2,334,710 | $525,892 | $18,134iApproximate average salary by contribution assumption: employee only about $453,355 at 4% or $302,237 at 6%; with 50% employer match about $302,237 at 4% or $201,491 at 6%; with 100% employer match about $226,678 at 4% or $151,118 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 29 | $457,553 | $160,180 | $5,523iApproximate average salary by contribution assumption: employee only about $138,086 at 4% or $92,057 at 6%; with 50% employer match about $92,057 at 4% or $61,372 at 6%; with 100% employer match about $69,043 at 4% or $46,029 at 6%. |
| 2017 | 2 | 29 | $2,509,372 | $646,985 | $22,310iApproximate average salary by contribution assumption: employee only about $557,746 at 4% or $371,830 at 6%; with 50% employer match about $371,830 at 4% or $247,887 at 6%; with 100% employer match about $278,873 at 4% or $185,915 at 6%. |
| Advi Health LLC 401(K) Plan | - | 29 | $2,192,287 | $491,985 | $16,965iApproximate average salary by contribution assumption: employee only about $424,125 at 4% or $282,750 at 6%; with 50% employer match about $282,750 at 4% or $188,500 at 6%; with 100% employer match about $212,063 at 4% or $141,375 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 5 | $317,085 | $155,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2016 | 2 | 23 | $1,805,837 | $668,217 | $29,053iApproximate average salary by contribution assumption: employee only about $726,323 at 4% or $484,215 at 6%; with 50% employer match about $484,215 at 4% or $322,810 at 6%; with 100% employer match about $363,161 at 4% or $242,108 at 6%. |
| Advi Health LLC 401(K) Plan | - | 23 | $1,650,498 | $512,878 | $22,299iApproximate average salary by contribution assumption: employee only about $557,476 at 4% or $371,651 at 6%; with 50% employer match about $371,651 at 4% or $247,767 at 6%; with 100% employer match about $278,738 at 4% or $185,825 at 6%. |
| ADVI HEALTH, LLC CASH BALANCE PLAN | - | 4 | $155,339 | $155,339 | $38,835iApproximate average salary by contribution assumption: employee only about $970,869 at 4% or $647,246 at 6%; with 50% employer match about $647,246 at 4% or $431,497 at 6%; with 100% employer match about $485,434 at 4% or $323,623 at 6%. |
| 2015 | 1 | 16 | $1,058,472 | $295,637 | $18,477iApproximate average salary by contribution assumption: employee only about $461,933 at 4% or $307,955 at 6%; with 50% employer match about $307,955 at 4% or $205,303 at 6%; with 100% employer match about $230,966 at 4% or $153,978 at 6%. |
| Advi Health LLC 401(K) Plan | - | 16 | $1,058,472 | $295,637 | $18,477iApproximate average salary by contribution assumption: employee only about $461,933 at 4% or $307,955 at 6%; with 50% employer match about $307,955 at 4% or $205,303 at 6%; with 100% employer match about $230,966 at 4% or $153,978 at 6%. |
| 2014 | 1 | 11 | $801,518 | $169,280 | $15,389iApproximate average salary by contribution assumption: employee only about $384,727 at 4% or $256,485 at 6%; with 50% employer match about $256,485 at 4% or $170,990 at 6%; with 100% employer match about $192,364 at 4% or $128,242 at 6%. |
| Advi Health LLC 401(K) Plan | - | 11 | $801,518 | $169,280 | $15,389iApproximate average salary by contribution assumption: employee only about $384,727 at 4% or $256,485 at 6%; with 50% employer match about $256,485 at 4% or $170,990 at 6%; with 100% employer match about $192,364 at 4% or $128,242 at 6%. |
| 2013 | 1 | 6 | $646,795 | $555,867 | $92,645iApproximate average salary by contribution assumption: employee only about $2,316,113 at 4% or $1,544,075 at 6%; with 50% employer match about $1,544,075 at 4% or $1,029,383 at 6%; with 100% employer match about $1,158,056 at 4% or $772,038 at 6%. |
| Advi Health LLC 401(K) Plan | - | 6 | $646,795 | $555,867 | $92,645iApproximate average salary by contribution assumption: employee only about $2,316,113 at 4% or $1,544,075 at 6%; with 50% employer match about $1,544,075 at 4% or $1,029,383 at 6%; with 100% employer match about $1,158,056 at 4% or $772,038 at 6%. |