Civic Intelligence

Ellrich Wealth Advisors LLC

Plan context: Ellrich Wealth Advisors LLC 401(K) Plan & Trust

EIN 46-5093272 • Hun Valley, MD • 9 filings • 3 plans

307 International Circle Suite 3Hun Valley, MD 21030
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$595,031

2024 Contributions

$57,696

Historical Graphs

Total Assets Over Time

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

$595,031$297,516$0201620202024YearValue
$595,031Latest year 2024

Participants Over Time

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

420201620202024YearValue
4Latest 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
202414$595,031$57,696$14,424iApproximate average salary by contribution assumption: employee only about $360,600 at 4% or $240,400 at 6%; with 50% employer match about $240,400 at 4% or $160,267 at 6%; with 100% employer match about $180,300 at 4% or $120,200 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-4$595,031$57,696$14,424iApproximate average salary by contribution assumption: employee only about $360,600 at 4% or $240,400 at 6%; with 50% employer match about $240,400 at 4% or $160,267 at 6%; with 100% employer match about $180,300 at 4% or $120,200 at 6%.
202314$450,940$51,518$12,880iApproximate average salary by contribution assumption: employee only about $321,988 at 4% or $214,658 at 6%; with 50% employer match about $214,658 at 4% or $143,106 at 6%; with 100% employer match about $160,994 at 4% or $107,329 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-4$450,940$51,518$12,880iApproximate average salary by contribution assumption: employee only about $321,988 at 4% or $214,658 at 6%; with 50% employer match about $214,658 at 4% or $143,106 at 6%; with 100% employer match about $160,994 at 4% or $107,329 at 6%.
202214$323,832$44,921$11,230iApproximate average salary by contribution assumption: employee only about $280,756 at 4% or $187,171 at 6%; with 50% employer match about $187,171 at 4% or $124,781 at 6%; with 100% employer match about $140,378 at 4% or $93,585 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-4$323,832$44,921$11,230iApproximate average salary by contribution assumption: employee only about $280,756 at 4% or $187,171 at 6%; with 50% employer match about $187,171 at 4% or $124,781 at 6%; with 100% employer match about $140,378 at 4% or $93,585 at 6%.
202113$411,748$44,164$14,721iApproximate average salary by contribution assumption: employee only about $368,033 at 4% or $245,356 at 6%; with 50% employer match about $245,356 at 4% or $163,570 at 6%; with 100% employer match about $184,017 at 4% or $122,678 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-3$411,748$44,164$14,721iApproximate average salary by contribution assumption: employee only about $368,033 at 4% or $245,356 at 6%; with 50% employer match about $245,356 at 4% or $163,570 at 6%; with 100% employer match about $184,017 at 4% or $122,678 at 6%.
202013$321,653$43,377$14,459iApproximate average salary by contribution assumption: employee only about $361,475 at 4% or $240,983 at 6%; with 50% employer match about $240,983 at 4% or $160,656 at 6%; with 100% employer match about $180,738 at 4% or $120,492 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-3$321,653$43,377$14,459iApproximate average salary by contribution assumption: employee only about $361,475 at 4% or $240,983 at 6%; with 50% employer match about $240,983 at 4% or $160,656 at 6%; with 100% employer match about $180,738 at 4% or $120,492 at 6%.
201913$216,953$52,370$17,457iApproximate average salary by contribution assumption: employee only about $436,417 at 4% or $290,944 at 6%; with 50% employer match about $290,944 at 4% or $193,963 at 6%; with 100% employer match about $218,208 at 4% or $145,472 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-3$216,953$52,370$17,457iApproximate average salary by contribution assumption: employee only about $436,417 at 4% or $290,944 at 6%; with 50% employer match about $290,944 at 4% or $193,963 at 6%; with 100% employer match about $218,208 at 4% or $145,472 at 6%.
201812$127,538$31,697$15,849iApproximate average salary by contribution assumption: employee only about $396,213 at 4% or $264,142 at 6%; with 50% employer match about $264,142 at 4% or $176,094 at 6%; with 100% employer match about $198,106 at 4% or $132,071 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-2$127,538$31,697$15,849iApproximate average salary by contribution assumption: employee only about $396,213 at 4% or $264,142 at 6%; with 50% employer match about $264,142 at 4% or $176,094 at 6%; with 100% employer match about $198,106 at 4% or $132,071 at 6%.
201712$108,139$28,471$14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,258 at 6%; with 50% employer match about $237,258 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-2$108,139$28,471$14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,258 at 6%; with 50% employer match about $237,258 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%.
201612$61,826$60,664$30,332iApproximate average salary by contribution assumption: employee only about $758,300 at 4% or $505,533 at 6%; with 50% employer match about $505,533 at 4% or $337,022 at 6%; with 100% employer match about $379,150 at 4% or $252,767 at 6%.
Ellrich Wealth Advisors LLC 401(K) Plan & Trust-2$61,826$60,664$30,332iApproximate average salary by contribution assumption: employee only about $758,300 at 4% or $505,533 at 6%; with 50% employer match about $505,533 at 4% or $337,022 at 6%; with 100% employer match about $379,150 at 4% or $252,767 at 6%.