Civic Intelligence

North Star Advisory Group LLC

Plan context: North Star Advisory Group LLC 401K Plan

EIN 46-2178223 • Beachwood, OH • 13 filings • 2 plans

2000 Auburn Dr.#415Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,467,182

2024 Contributions

$237,012

Historical Graphs

Total Assets Over Time

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

$2,467,182$1,233,591$0201320192024YearValue
$2,467,182Latest year 2024

Participants Over Time

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

630201320192024YearValue
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
202426$2,467,182$237,012$39,502iApproximate average salary by contribution assumption: employee only about $987,550 at 4% or $658,367 at 6%; with 50% employer match about $658,367 at 4% or $438,911 at 6%; with 100% employer match about $493,775 at 4% or $329,183 at 6%.
North Star Advisory Group LLC 401K Plan-6$2,466,891$208,452$34,742iApproximate average salary by contribution assumption: employee only about $868,550 at 4% or $579,033 at 6%; with 50% employer match about $579,033 at 4% or $386,022 at 6%; with 100% employer match about $434,275 at 4% or $289,517 at 6%.
NORTH STAR ADVISORY GROUP SOCA BENEFIT PLAN-4$291$28,560$7,140iApproximate average salary by contribution assumption: employee only about $178,500 at 4% or $119,000 at 6%; with 50% employer match about $119,000 at 4% or $79,333 at 6%; with 100% employer match about $89,250 at 4% or $59,500 at 6%.
202315$1,607,079$160,735$32,147iApproximate average salary by contribution assumption: employee only about $803,675 at 4% or $535,783 at 6%; with 50% employer match about $535,783 at 4% or $357,189 at 6%; with 100% employer match about $401,838 at 4% or $267,892 at 6%.
North Star Advisory Group LLC 401K Plan-5$1,607,079$160,735$32,147iApproximate average salary by contribution assumption: employee only about $803,675 at 4% or $535,783 at 6%; with 50% employer match about $535,783 at 4% or $357,189 at 6%; with 100% employer match about $401,838 at 4% or $267,892 at 6%.
202216$1,039,127$764,583$127,431iApproximate average salary by contribution assumption: employee only about $3,185,763 at 4% or $2,123,842 at 6%; with 50% employer match about $2,123,842 at 4% or $1,415,894 at 6%; with 100% employer match about $1,592,881 at 4% or $1,061,921 at 6%.
North Star Advisory Group LLC 401K Plan-6$1,039,127$764,583$127,431iApproximate average salary by contribution assumption: employee only about $3,185,763 at 4% or $2,123,842 at 6%; with 50% employer match about $2,123,842 at 4% or $1,415,894 at 6%; with 100% employer match about $1,592,881 at 4% or $1,061,921 at 6%.
202114$660,234$135,127$33,782iApproximate average salary by contribution assumption: employee only about $844,544 at 4% or $563,029 at 6%; with 50% employer match about $563,029 at 4% or $375,353 at 6%; with 100% employer match about $422,272 at 4% or $281,515 at 6%.
North Star Advisory Group LLC 401K Plan-4$660,234$135,127$33,782iApproximate average salary by contribution assumption: employee only about $844,544 at 4% or $563,029 at 6%; with 50% employer match about $563,029 at 4% or $375,353 at 6%; with 100% employer match about $422,272 at 4% or $281,515 at 6%.
202015$430,842$95,024$19,005iApproximate average salary by contribution assumption: employee only about $475,120 at 4% or $316,747 at 6%; with 50% employer match about $316,747 at 4% or $211,164 at 6%; with 100% employer match about $237,560 at 4% or $158,373 at 6%.
North Star Advisory Group LLC 401K Plan-5$430,842$95,024$19,005iApproximate average salary by contribution assumption: employee only about $475,120 at 4% or $316,747 at 6%; with 50% employer match about $316,747 at 4% or $211,164 at 6%; with 100% employer match about $237,560 at 4% or $158,373 at 6%.
201914$268,279$81,289$20,322iApproximate average salary by contribution assumption: employee only about $508,056 at 4% or $338,704 at 6%; with 50% employer match about $338,704 at 4% or $225,803 at 6%; with 100% employer match about $254,028 at 4% or $169,352 at 6%.
North Star Advisory Group LLC 401K Plan-4$268,279$81,289$20,322iApproximate average salary by contribution assumption: employee only about $508,056 at 4% or $338,704 at 6%; with 50% employer match about $338,704 at 4% or $225,803 at 6%; with 100% employer match about $254,028 at 4% or $169,352 at 6%.
201814$139,361$67,022$16,756iApproximate average salary by contribution assumption: employee only about $418,888 at 4% or $279,258 at 6%; with 50% employer match about $279,258 at 4% or $186,172 at 6%; with 100% employer match about $209,444 at 4% or $139,629 at 6%.
North Star Advisory Group LLC 401K Plan-4$139,361$67,022$16,756iApproximate average salary by contribution assumption: employee only about $418,888 at 4% or $279,258 at 6%; with 50% employer match about $279,258 at 4% or $186,172 at 6%; with 100% employer match about $209,444 at 4% or $139,629 at 6%.
201715$90,939$49,969$9,994iApproximate average salary by contribution assumption: employee only about $249,845 at 4% or $166,563 at 6%; with 50% employer match about $166,563 at 4% or $111,042 at 6%; with 100% employer match about $124,922 at 4% or $83,282 at 6%.
North Star Advisory Group LLC 401K Plan-5$90,939$49,969$9,994iApproximate average salary by contribution assumption: employee only about $249,845 at 4% or $166,563 at 6%; with 50% employer match about $166,563 at 4% or $111,042 at 6%; with 100% employer match about $124,922 at 4% or $83,282 at 6%.
201615$57,062$18,128$3,626iApproximate average salary by contribution assumption: employee only about $90,640 at 4% or $60,427 at 6%; with 50% employer match about $60,427 at 4% or $40,284 at 6%; with 100% employer match about $45,320 at 4% or $30,213 at 6%.
North Star Advisory Group LLC 401K Plan-5$57,062$18,128$3,626iApproximate average salary by contribution assumption: employee only about $90,640 at 4% or $60,427 at 6%; with 50% employer match about $60,427 at 4% or $40,284 at 6%; with 100% employer match about $45,320 at 4% or $30,213 at 6%.
201514$36,581$17,230$4,308iApproximate average salary by contribution assumption: employee only about $107,688 at 4% or $71,792 at 6%; with 50% employer match about $71,792 at 4% or $47,861 at 6%; with 100% employer match about $53,844 at 4% or $35,896 at 6%.
North Star Advisory Group LLC 401K Plan-4$36,581$17,230$4,308iApproximate average salary by contribution assumption: employee only about $107,688 at 4% or $71,792 at 6%; with 50% employer match about $71,792 at 4% or $47,861 at 6%; with 100% employer match about $53,844 at 4% or $35,896 at 6%.
201413$20,912$13,923$4,641iApproximate average salary by contribution assumption: employee only about $116,025 at 4% or $77,350 at 6%; with 50% employer match about $77,350 at 4% or $51,567 at 6%; with 100% employer match about $58,013 at 4% or $38,675 at 6%.
North Star Advisory Group LLC 401K Plan-3$20,912$13,923$4,641iApproximate average salary by contribution assumption: employee only about $116,025 at 4% or $77,350 at 6%; with 50% employer match about $77,350 at 4% or $51,567 at 6%; with 100% employer match about $58,013 at 4% or $38,675 at 6%.
201313$6,502$6,126$2,042iApproximate average salary by contribution assumption: employee only about $51,050 at 4% or $34,033 at 6%; with 50% employer match about $34,033 at 4% or $22,689 at 6%; with 100% employer match about $25,525 at 4% or $17,017 at 6%.
North Star Advisory Group LLC 401K Plan-3$6,502$6,126$2,042iApproximate average salary by contribution assumption: employee only about $51,050 at 4% or $34,033 at 6%; with 50% employer match about $34,033 at 4% or $22,689 at 6%; with 100% employer match about $25,525 at 4% or $17,017 at 6%.