Oneseven Advisors LLC
Plan context: Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust
EIN 46-2321192 • Fort Collins, CO • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,315,424
2025 Contributions
$185,217
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 | 8 | $1,315,424 | $185,217 | $23,152iApproximate average salary by contribution assumption: employee only about $578,803 at 4% or $385,869 at 6%; with 50% employer match about $385,869 at 4% or $257,246 at 6%; with 100% employer match about $289,402 at 4% or $192,934 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $1,315,424 | $185,217 | $23,152iApproximate average salary by contribution assumption: employee only about $578,803 at 4% or $385,869 at 6%; with 50% employer match about $385,869 at 4% or $257,246 at 6%; with 100% employer match about $289,402 at 4% or $192,934 at 6%. |
| 2024 | 1 | 8 | $976,732 | $176,850 | $22,106iApproximate average salary by contribution assumption: employee only about $552,656 at 4% or $368,438 at 6%; with 50% employer match about $368,438 at 4% or $245,625 at 6%; with 100% employer match about $276,328 at 4% or $184,219 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $976,732 | $176,850 | $22,106iApproximate average salary by contribution assumption: employee only about $552,656 at 4% or $368,438 at 6%; with 50% employer match about $368,438 at 4% or $245,625 at 6%; with 100% employer match about $276,328 at 4% or $184,219 at 6%. |
| 2023 | 1 | 8 | $700,324 | $177,352 | $22,169iApproximate average salary by contribution assumption: employee only about $554,225 at 4% or $369,483 at 6%; with 50% employer match about $369,483 at 4% or $246,322 at 6%; with 100% employer match about $277,113 at 4% or $184,742 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $700,324 | $177,352 | $22,169iApproximate average salary by contribution assumption: employee only about $554,225 at 4% or $369,483 at 6%; with 50% employer match about $369,483 at 4% or $246,322 at 6%; with 100% employer match about $277,113 at 4% or $184,742 at 6%. |
| 2022 | 1 | 7 | $436,367 | $59,088 | $8,441iApproximate average salary by contribution assumption: employee only about $211,029 at 4% or $140,686 at 6%; with 50% employer match about $140,686 at 4% or $93,790 at 6%; with 100% employer match about $105,514 at 4% or $70,343 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $436,367 | $59,088 | $8,441iApproximate average salary by contribution assumption: employee only about $211,029 at 4% or $140,686 at 6%; with 50% employer match about $140,686 at 4% or $93,790 at 6%; with 100% employer match about $105,514 at 4% or $70,343 at 6%. |
| 2021 | 1 | 7 | $552,146 | $92,207 | $13,172iApproximate average salary by contribution assumption: employee only about $329,311 at 4% or $219,540 at 6%; with 50% employer match about $219,540 at 4% or $146,360 at 6%; with 100% employer match about $164,655 at 4% or $109,770 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $552,146 | $92,207 | $13,172iApproximate average salary by contribution assumption: employee only about $329,311 at 4% or $219,540 at 6%; with 50% employer match about $219,540 at 4% or $146,360 at 6%; with 100% employer match about $164,655 at 4% or $109,770 at 6%. |
| 2020 | 1 | 7 | $403,614 | $118,442 | $16,920iApproximate average salary by contribution assumption: employee only about $423,007 at 4% or $282,005 at 6%; with 50% employer match about $282,005 at 4% or $188,003 at 6%; with 100% employer match about $211,504 at 4% or $141,002 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $403,614 | $118,442 | $16,920iApproximate average salary by contribution assumption: employee only about $423,007 at 4% or $282,005 at 6%; with 50% employer match about $282,005 at 4% or $188,003 at 6%; with 100% employer match about $211,504 at 4% or $141,002 at 6%. |
| 2019 | 1 | 5 | $239,786 | $92,572 | $18,514iApproximate average salary by contribution assumption: employee only about $462,860 at 4% or $308,573 at 6%; with 50% employer match about $308,573 at 4% or $205,716 at 6%; with 100% employer match about $231,430 at 4% or $154,287 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $239,786 | $92,572 | $18,514iApproximate average salary by contribution assumption: employee only about $462,860 at 4% or $308,573 at 6%; with 50% employer match about $308,573 at 4% or $205,716 at 6%; with 100% employer match about $231,430 at 4% or $154,287 at 6%. |
| 2018 | 1 | 6 | $239,945 | $85,706 | $14,284iApproximate average salary by contribution assumption: employee only about $357,108 at 4% or $238,072 at 6%; with 50% employer match about $238,072 at 4% or $158,715 at 6%; with 100% employer match about $178,554 at 4% or $119,036 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $239,945 | $85,706 | $14,284iApproximate average salary by contribution assumption: employee only about $357,108 at 4% or $238,072 at 6%; with 50% employer match about $238,072 at 4% or $158,715 at 6%; with 100% employer match about $178,554 at 4% or $119,036 at 6%. |
| 2017 | 1 | 3 | $166,148 | $57,169 | $19,056iApproximate average salary by contribution assumption: employee only about $476,408 at 4% or $317,606 at 6%; with 50% employer match about $317,606 at 4% or $211,737 at 6%; with 100% employer match about $238,204 at 4% or $158,803 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $166,148 | $57,169 | $19,056iApproximate average salary by contribution assumption: employee only about $476,408 at 4% or $317,606 at 6%; with 50% employer match about $317,606 at 4% or $211,737 at 6%; with 100% employer match about $238,204 at 4% or $158,803 at 6%. |
| 2016 | 1 | 4 | $115,810 | $56,799 | $14,200iApproximate average salary by contribution assumption: employee only about $354,994 at 4% or $236,663 at 6%; with 50% employer match about $236,663 at 4% or $157,775 at 6%; with 100% employer match about $177,497 at 4% or $118,331 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $115,810 | $56,799 | $14,200iApproximate average salary by contribution assumption: employee only about $354,994 at 4% or $236,663 at 6%; with 50% employer match about $236,663 at 4% or $157,775 at 6%; with 100% employer match about $177,497 at 4% or $118,331 at 6%. |
| 2015 | 1 | 3 | $71,670 | $34,189 | $11,396iApproximate average salary by contribution assumption: employee only about $284,908 at 4% or $189,939 at 6%; with 50% employer match about $189,939 at 4% or $126,626 at 6%; with 100% employer match about $142,454 at 4% or $94,969 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $71,670 | $34,189 | $11,396iApproximate average salary by contribution assumption: employee only about $284,908 at 4% or $189,939 at 6%; with 50% employer match about $189,939 at 4% or $126,626 at 6%; with 100% employer match about $142,454 at 4% or $94,969 at 6%. |
| 2014 | 1 | 4 | $39,315 | $32,460 | $8,115iApproximate average salary by contribution assumption: employee only about $202,875 at 4% or $135,250 at 6%; with 50% employer match about $135,250 at 4% or $90,167 at 6%; with 100% employer match about $101,438 at 4% or $67,625 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $39,315 | $32,460 | $8,115iApproximate average salary by contribution assumption: employee only about $202,875 at 4% or $135,250 at 6%; with 50% employer match about $135,250 at 4% or $90,167 at 6%; with 100% employer match about $101,438 at 4% or $67,625 at 6%. |
| 2013 | 1 | 4 | $6,957 | $7,370 | $1,843iApproximate average salary by contribution assumption: employee only about $46,063 at 4% or $30,708 at 6%; with 50% employer match about $30,708 at 4% or $20,472 at 6%; with 100% employer match about $23,031 at 4% or $15,354 at 6%. |
| Oneseven Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $6,957 | $7,370 | $1,843iApproximate average salary by contribution assumption: employee only about $46,063 at 4% or $30,708 at 6%; with 50% employer match about $30,708 at 4% or $20,472 at 6%; with 100% employer match about $23,031 at 4% or $15,354 at 6%. |