KELLETT SCHAFFNER WEALTH ADVISORS, LLC
Plan context: KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN
EIN 46-1665391 • Cincinnati, OH • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$660,630
2025 Contributions
$144,553
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $660,630 | $144,553 | $36,138iApproximate average salary by contribution assumption: employee only about $903,456 at 4% or $602,304 at 6%; with 50% employer match about $602,304 at 4% or $401,536 at 6%; with 100% employer match about $451,728 at 4% or $301,152 at 6%. |
| KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN | - | 4 | $660,630 | $144,553 | $36,138iApproximate average salary by contribution assumption: employee only about $903,456 at 4% or $602,304 at 6%; with 50% employer match about $602,304 at 4% or $401,536 at 6%; with 100% employer match about $451,728 at 4% or $301,152 at 6%. |
| 2024 | 1 | 4 | $421,738 | $103,943 | $25,986iApproximate average salary by contribution assumption: employee only about $649,644 at 4% or $433,096 at 6%; with 50% employer match about $433,096 at 4% or $288,731 at 6%; with 100% employer match about $324,822 at 4% or $216,548 at 6%. |
| KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN | - | 4 | $421,738 | $103,943 | $25,986iApproximate average salary by contribution assumption: employee only about $649,644 at 4% or $433,096 at 6%; with 50% employer match about $433,096 at 4% or $288,731 at 6%; with 100% employer match about $324,822 at 4% or $216,548 at 6%. |
| 2023 | 1 | 4 | $266,250 | $102,930 | $25,733iApproximate average salary by contribution assumption: employee only about $643,313 at 4% or $428,875 at 6%; with 50% employer match about $428,875 at 4% or $285,917 at 6%; with 100% employer match about $321,656 at 4% or $214,438 at 6%. |
| KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN | - | 4 | $266,250 | $102,930 | $25,733iApproximate average salary by contribution assumption: employee only about $643,313 at 4% or $428,875 at 6%; with 50% employer match about $428,875 at 4% or $285,917 at 6%; with 100% employer match about $321,656 at 4% or $214,438 at 6%. |
| 2022 | 1 | 4 | $126,163 | $96,900 | $24,225iApproximate average salary by contribution assumption: employee only about $605,625 at 4% or $403,750 at 6%; with 50% employer match about $403,750 at 4% or $269,167 at 6%; with 100% employer match about $302,813 at 4% or $201,875 at 6%. |
| KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN | - | 4 | $126,163 | $96,900 | $24,225iApproximate average salary by contribution assumption: employee only about $605,625 at 4% or $403,750 at 6%; with 50% employer match about $403,750 at 4% or $269,167 at 6%; with 100% employer match about $302,813 at 4% or $201,875 at 6%. |
| 2021 | 1 | 4 | $43,214 | $42,187 | $10,547iApproximate average salary by contribution assumption: employee only about $263,669 at 4% or $175,779 at 6%; with 50% employer match about $175,779 at 4% or $117,186 at 6%; with 100% employer match about $131,834 at 4% or $87,890 at 6%. |
| KELLETT SCHAFFNER WEALTH ADVISORS, LLC 401(K) PLAN | - | 4 | $43,214 | $42,187 | $10,547iApproximate average salary by contribution assumption: employee only about $263,669 at 4% or $175,779 at 6%; with 50% employer match about $175,779 at 4% or $117,186 at 6%; with 100% employer match about $131,834 at 4% or $87,890 at 6%. |