Alexis Advisors
Plan context: Alexis Advisors LLC 401K Plan
EIN 46-2088078 • Richmond, VA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$165,351
2025 Contributions
$38,590
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 | $165,351 | $38,590 | $9,648iApproximate average salary by contribution assumption: employee only about $241,188 at 4% or $160,792 at 6%; with 50% employer match about $160,792 at 4% or $107,194 at 6%; with 100% employer match about $120,594 at 4% or $80,396 at 6%. |
| Alexis Advisors LLC 401K Plan | - | 4 | $165,351 | $38,590 | $9,648iApproximate average salary by contribution assumption: employee only about $241,188 at 4% or $160,792 at 6%; with 50% employer match about $160,792 at 4% or $107,194 at 6%; with 100% employer match about $120,594 at 4% or $80,396 at 6%. |
| 2024 | 1 | 5 | $134,512 | $35,112 | $7,022iApproximate average salary by contribution assumption: employee only about $175,560 at 4% or $117,040 at 6%; with 50% employer match about $117,040 at 4% or $78,027 at 6%; with 100% employer match about $87,780 at 4% or $58,520 at 6%. |
| Alexis Advisors LLC 401K Plan | - | 5 | $134,512 | $35,112 | $7,022iApproximate average salary by contribution assumption: employee only about $175,560 at 4% or $117,040 at 6%; with 50% employer match about $117,040 at 4% or $78,027 at 6%; with 100% employer match about $87,780 at 4% or $58,520 at 6%. |
| 2023 | 1 | 4 | $82,199 | $28,595 | $7,149iApproximate average salary by contribution assumption: employee only about $178,719 at 4% or $119,146 at 6%; with 50% employer match about $119,146 at 4% or $79,431 at 6%; with 100% employer match about $89,359 at 4% or $59,573 at 6%. |
| Alexis Advisors LLC 401K Plan | - | 4 | $82,199 | $28,595 | $7,149iApproximate average salary by contribution assumption: employee only about $178,719 at 4% or $119,146 at 6%; with 50% employer match about $119,146 at 4% or $79,431 at 6%; with 100% employer match about $89,359 at 4% or $59,573 at 6%. |
| 2022 | 1 | 3 | $80,394 | $44,307 | $14,769iApproximate average salary by contribution assumption: employee only about $369,225 at 4% or $246,150 at 6%; with 50% employer match about $246,150 at 4% or $164,100 at 6%; with 100% employer match about $184,613 at 4% or $123,075 at 6%. |
| Alexis Advisors LLC 401K Plan | - | 3 | $80,394 | $44,307 | $14,769iApproximate average salary by contribution assumption: employee only about $369,225 at 4% or $246,150 at 6%; with 50% employer match about $246,150 at 4% or $164,100 at 6%; with 100% employer match about $184,613 at 4% or $123,075 at 6%. |
| 2021 | 1 | 3 | $44,907 | $42,975 | $14,325iApproximate average salary by contribution assumption: employee only about $358,125 at 4% or $238,750 at 6%; with 50% employer match about $238,750 at 4% or $159,167 at 6%; with 100% employer match about $179,063 at 4% or $119,375 at 6%. |
| Alexis Advisors LLC 401K Plan | - | 3 | $44,907 | $42,975 | $14,325iApproximate average salary by contribution assumption: employee only about $358,125 at 4% or $238,750 at 6%; with 50% employer match about $238,750 at 4% or $159,167 at 6%; with 100% employer match about $179,063 at 4% or $119,375 at 6%. |