Civic Intelligence

Round Hill Wealth Management Ltd.

Plan context: Round Hill Wealth Management 401(K) Plan

EIN 46-2470043 • Naperville, IL • 12 filings • 1 plans

280 Shuman Boulevard, Suite 140Suite 140Naperville, IL 60563
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$767,530

2025 Contributions

$64,374

Historical Graphs

Total Assets Over Time

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

$767,530$383,765$0201420202025YearValue
$767,530Latest year 2025

Participants Over Time

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

320201420202025YearValue
3Latest year 2025

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
202513$767,530$64,374$21,458iApproximate average salary by contribution assumption: employee only about $536,450 at 4% or $357,633 at 6%; with 50% employer match about $357,633 at 4% or $238,422 at 6%; with 100% employer match about $268,225 at 4% or $178,817 at 6%.
Round Hill Wealth Management 401(K) Plan-3$767,530$64,374$21,458iApproximate average salary by contribution assumption: employee only about $536,450 at 4% or $357,633 at 6%; with 50% employer match about $357,633 at 4% or $238,422 at 6%; with 100% employer match about $268,225 at 4% or $178,817 at 6%.
202413$608,637$62,736$20,912iApproximate average salary by contribution assumption: employee only about $522,800 at 4% or $348,533 at 6%; with 50% employer match about $348,533 at 4% or $232,356 at 6%; with 100% employer match about $261,400 at 4% or $174,267 at 6%.
Round Hill Wealth Management 401(K) Plan-3$608,637$62,736$20,912iApproximate average salary by contribution assumption: employee only about $522,800 at 4% or $348,533 at 6%; with 50% employer match about $348,533 at 4% or $232,356 at 6%; with 100% employer match about $261,400 at 4% or $174,267 at 6%.
202313$543,571$61,294$20,431iApproximate average salary by contribution assumption: employee only about $510,783 at 4% or $340,522 at 6%; with 50% employer match about $340,522 at 4% or $227,015 at 6%; with 100% employer match about $255,392 at 4% or $170,261 at 6%.
Round Hill Wealth Management 401(K) Plan-3$543,571$61,294$20,431iApproximate average salary by contribution assumption: employee only about $510,783 at 4% or $340,522 at 6%; with 50% employer match about $340,522 at 4% or $227,015 at 6%; with 100% employer match about $255,392 at 4% or $170,261 at 6%.
202213$443,788$55,310$18,437iApproximate average salary by contribution assumption: employee only about $460,917 at 4% or $307,278 at 6%; with 50% employer match about $307,278 at 4% or $204,852 at 6%; with 100% employer match about $230,458 at 4% or $153,639 at 6%.
Round Hill Wealth Management 401(K) Plan-3$443,788$55,310$18,437iApproximate average salary by contribution assumption: employee only about $460,917 at 4% or $307,278 at 6%; with 50% employer match about $307,278 at 4% or $204,852 at 6%; with 100% employer match about $230,458 at 4% or $153,639 at 6%.
202113$390,806$46,615$15,538iApproximate average salary by contribution assumption: employee only about $388,458 at 4% or $258,972 at 6%; with 50% employer match about $258,972 at 4% or $172,648 at 6%; with 100% employer match about $194,229 at 4% or $129,486 at 6%.
Round Hill Wealth Management 401(K) Plan-3$390,806$46,615$15,538iApproximate average salary by contribution assumption: employee only about $388,458 at 4% or $258,972 at 6%; with 50% employer match about $258,972 at 4% or $172,648 at 6%; with 100% employer match about $194,229 at 4% or $129,486 at 6%.
202012$330,311$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Round Hill Wealth Management 401(K) Plan-2$330,311$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201912$284,774$50,971$25,486iApproximate average salary by contribution assumption: employee only about $637,138 at 4% or $424,758 at 6%; with 50% employer match about $424,758 at 4% or $283,172 at 6%; with 100% employer match about $318,569 at 4% or $212,379 at 6%.
Round Hill Wealth Management 401(K) Plan-2$284,774$50,971$25,486iApproximate average salary by contribution assumption: employee only about $637,138 at 4% or $424,758 at 6%; with 50% employer match about $424,758 at 4% or $283,172 at 6%; with 100% employer match about $318,569 at 4% or $212,379 at 6%.
201813$210,185$55,621$18,540iApproximate average salary by contribution assumption: employee only about $463,508 at 4% or $309,006 at 6%; with 50% employer match about $309,006 at 4% or $206,004 at 6%; with 100% employer match about $231,754 at 4% or $154,503 at 6%.
Round Hill Wealth Management 401(K) Plan-3$210,185$55,621$18,540iApproximate average salary by contribution assumption: employee only about $463,508 at 4% or $309,006 at 6%; with 50% employer match about $309,006 at 4% or $206,004 at 6%; with 100% employer match about $231,754 at 4% or $154,503 at 6%.
201713$174,943$43,575$14,525iApproximate average salary by contribution assumption: employee only about $363,125 at 4% or $242,083 at 6%; with 50% employer match about $242,083 at 4% or $161,389 at 6%; with 100% employer match about $181,563 at 4% or $121,042 at 6%.
Round Hill Wealth Management 401(K) Plan-3$174,943$43,575$14,525iApproximate average salary by contribution assumption: employee only about $363,125 at 4% or $242,083 at 6%; with 50% employer match about $242,083 at 4% or $161,389 at 6%; with 100% employer match about $181,563 at 4% or $121,042 at 6%.
201612$137,604$40,162$20,081iApproximate average salary by contribution assumption: employee only about $502,025 at 4% or $334,683 at 6%; with 50% employer match about $334,683 at 4% or $223,122 at 6%; with 100% employer match about $251,013 at 4% or $167,342 at 6%.
Round Hill Wealth Management 401(K) Plan-2$137,604$40,162$20,081iApproximate average salary by contribution assumption: employee only about $502,025 at 4% or $334,683 at 6%; with 50% employer match about $334,683 at 4% or $223,122 at 6%; with 100% employer match about $251,013 at 4% or $167,342 at 6%.
201513$84,355$40,230$13,410iApproximate average salary by contribution assumption: employee only about $335,250 at 4% or $223,500 at 6%; with 50% employer match about $223,500 at 4% or $149,000 at 6%; with 100% employer match about $167,625 at 4% or $111,750 at 6%.
Round Hill Wealth Management 401(K) Plan-3$84,355$40,230$13,410iApproximate average salary by contribution assumption: employee only about $335,250 at 4% or $223,500 at 6%; with 50% employer match about $223,500 at 4% or $149,000 at 6%; with 100% employer match about $167,625 at 4% or $111,750 at 6%.
201413$40,087$39,500$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.
Round Hill Wealth Management 401(K) Plan-3$40,087$39,500$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.