Mark Aho Financial Group
Plan context: Mark Aho Financial Group 401(K) Plan
EIN 46-3973606 • Marquette, MI • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$2,880,160
2025 Contributions
$244,647
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 | 6 | $2,880,160 | $244,647 | $40,775iApproximate average salary by contribution assumption: employee only about $1,019,363 at 4% or $679,575 at 6%; with 50% employer match about $679,575 at 4% or $453,050 at 6%; with 100% employer match about $509,681 at 4% or $339,788 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 6 | $2,880,160 | $244,647 | $40,775iApproximate average salary by contribution assumption: employee only about $1,019,363 at 4% or $679,575 at 6%; with 50% employer match about $679,575 at 4% or $453,050 at 6%; with 100% employer match about $509,681 at 4% or $339,788 at 6%. |
| 2024 | 1 | 6 | $2,269,677 | $224,524 | $37,421iApproximate average salary by contribution assumption: employee only about $935,517 at 4% or $623,678 at 6%; with 50% employer match about $623,678 at 4% or $415,785 at 6%; with 100% employer match about $467,758 at 4% or $311,839 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 6 | $2,269,677 | $224,524 | $37,421iApproximate average salary by contribution assumption: employee only about $935,517 at 4% or $623,678 at 6%; with 50% employer match about $623,678 at 4% or $415,785 at 6%; with 100% employer match about $467,758 at 4% or $311,839 at 6%. |
| 2023 | 1 | 7 | $1,891,037 | $197,145 | $28,164iApproximate average salary by contribution assumption: employee only about $704,089 at 4% or $469,393 at 6%; with 50% employer match about $469,393 at 4% or $312,929 at 6%; with 100% employer match about $352,045 at 4% or $234,696 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 7 | $1,891,037 | $197,145 | $28,164iApproximate average salary by contribution assumption: employee only about $704,089 at 4% or $469,393 at 6%; with 50% employer match about $469,393 at 4% or $312,929 at 6%; with 100% employer match about $352,045 at 4% or $234,696 at 6%. |
| 2022 | 1 | 7 | $1,431,233 | $183,204 | $26,172iApproximate average salary by contribution assumption: employee only about $654,300 at 4% or $436,200 at 6%; with 50% employer match about $436,200 at 4% or $290,800 at 6%; with 100% employer match about $327,150 at 4% or $218,100 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 7 | $1,431,233 | $183,204 | $26,172iApproximate average salary by contribution assumption: employee only about $654,300 at 4% or $436,200 at 6%; with 50% employer match about $436,200 at 4% or $290,800 at 6%; with 100% employer match about $327,150 at 4% or $218,100 at 6%. |
| 2021 | 1 | 7 | $1,538,237 | $168,099 | $24,014iApproximate average salary by contribution assumption: employee only about $600,354 at 4% or $400,236 at 6%; with 50% employer match about $400,236 at 4% or $266,824 at 6%; with 100% employer match about $300,177 at 4% or $200,118 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 7 | $1,538,237 | $168,099 | $24,014iApproximate average salary by contribution assumption: employee only about $600,354 at 4% or $400,236 at 6%; with 50% employer match about $400,236 at 4% or $266,824 at 6%; with 100% employer match about $300,177 at 4% or $200,118 at 6%. |
| 2020 | 1 | 6 | $1,149,045 | $151,910 | $25,318iApproximate average salary by contribution assumption: employee only about $632,958 at 4% or $421,972 at 6%; with 50% employer match about $421,972 at 4% or $281,315 at 6%; with 100% employer match about $316,479 at 4% or $210,986 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 6 | $1,149,045 | $151,910 | $25,318iApproximate average salary by contribution assumption: employee only about $632,958 at 4% or $421,972 at 6%; with 50% employer match about $421,972 at 4% or $281,315 at 6%; with 100% employer match about $316,479 at 4% or $210,986 at 6%. |
| 2019 | 1 | 7 | $881,980 | $153,026 | $21,861iApproximate average salary by contribution assumption: employee only about $546,521 at 4% or $364,348 at 6%; with 50% employer match about $364,348 at 4% or $242,898 at 6%; with 100% employer match about $273,261 at 4% or $182,174 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 7 | $881,980 | $153,026 | $21,861iApproximate average salary by contribution assumption: employee only about $546,521 at 4% or $364,348 at 6%; with 50% employer match about $364,348 at 4% or $242,898 at 6%; with 100% employer match about $273,261 at 4% or $182,174 at 6%. |
| 2018 | 1 | 6 | $577,698 | $133,892 | $22,315iApproximate average salary by contribution assumption: employee only about $557,883 at 4% or $371,922 at 6%; with 50% employer match about $371,922 at 4% or $247,948 at 6%; with 100% employer match about $278,942 at 4% or $185,961 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 6 | $577,698 | $133,892 | $22,315iApproximate average salary by contribution assumption: employee only about $557,883 at 4% or $371,922 at 6%; with 50% employer match about $371,922 at 4% or $247,948 at 6%; with 100% employer match about $278,942 at 4% or $185,961 at 6%. |
| 2017 | 1 | 6 | $512,458 | $123,248 | $20,541iApproximate average salary by contribution assumption: employee only about $513,533 at 4% or $342,356 at 6%; with 50% employer match about $342,356 at 4% or $228,237 at 6%; with 100% employer match about $256,767 at 4% or $171,178 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 6 | $512,458 | $123,248 | $20,541iApproximate average salary by contribution assumption: employee only about $513,533 at 4% or $342,356 at 6%; with 50% employer match about $342,356 at 4% or $228,237 at 6%; with 100% employer match about $256,767 at 4% or $171,178 at 6%. |
| 2016 | 1 | 6 | $322,176 | $104,768 | $17,461iApproximate average salary by contribution assumption: employee only about $436,533 at 4% or $291,022 at 6%; with 50% employer match about $291,022 at 4% or $194,015 at 6%; with 100% employer match about $218,267 at 4% or $145,511 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 6 | $322,176 | $104,768 | $17,461iApproximate average salary by contribution assumption: employee only about $436,533 at 4% or $291,022 at 6%; with 50% employer match about $291,022 at 4% or $194,015 at 6%; with 100% employer match about $218,267 at 4% or $145,511 at 6%. |
| 2015 | 1 | 5 | $177,634 | $94,616 | $18,923iApproximate average salary by contribution assumption: employee only about $473,080 at 4% or $315,387 at 6%; with 50% employer match about $315,387 at 4% or $210,258 at 6%; with 100% employer match about $236,540 at 4% or $157,693 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 5 | $177,634 | $94,616 | $18,923iApproximate average salary by contribution assumption: employee only about $473,080 at 4% or $315,387 at 6%; with 50% employer match about $315,387 at 4% or $210,258 at 6%; with 100% employer match about $236,540 at 4% or $157,693 at 6%. |
| 2014 | 1 | 4 | $89,093 | $87,931 | $21,983iApproximate average salary by contribution assumption: employee only about $549,569 at 4% or $366,379 at 6%; with 50% employer match about $366,379 at 4% or $244,253 at 6%; with 100% employer match about $274,784 at 4% or $183,190 at 6%. |
| Mark Aho Financial Group 401(K) Plan | - | 4 | $89,093 | $87,931 | $21,983iApproximate average salary by contribution assumption: employee only about $549,569 at 4% or $366,379 at 6%; with 50% employer match about $366,379 at 4% or $244,253 at 6%; with 100% employer match about $274,784 at 4% or $183,190 at 6%. |