GAUDIO INSURANCE GROUP, LLC
Plan context: GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN
EIN 81-4461976 • New Albany, OH • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$890,282
2025 Contributions
$147,506
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 | 20 | $890,282 | $147,506 | $7,375iApproximate average salary by contribution assumption: employee only about $184,383 at 4% or $122,922 at 6%; with 50% employer match about $122,922 at 4% or $81,948 at 6%; with 100% employer match about $92,191 at 4% or $61,461 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 20 | $890,282 | $147,506 | $7,375iApproximate average salary by contribution assumption: employee only about $184,383 at 4% or $122,922 at 6%; with 50% employer match about $122,922 at 4% or $81,948 at 6%; with 100% employer match about $92,191 at 4% or $61,461 at 6%. |
| 2024 | 1 | 16 | $612,164 | $123,932 | $7,746iApproximate average salary by contribution assumption: employee only about $193,644 at 4% or $129,096 at 6%; with 50% employer match about $129,096 at 4% or $86,064 at 6%; with 100% employer match about $96,822 at 4% or $64,548 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 16 | $612,164 | $123,932 | $7,746iApproximate average salary by contribution assumption: employee only about $193,644 at 4% or $129,096 at 6%; with 50% employer match about $129,096 at 4% or $86,064 at 6%; with 100% employer match about $96,822 at 4% or $64,548 at 6%. |
| 2023 | 2 | 11 | $430,561 | $237,933 | $21,630iApproximate average salary by contribution assumption: employee only about $540,757 at 4% or $360,505 at 6%; with 50% employer match about $360,505 at 4% or $240,336 at 6%; with 100% employer match about $270,378 at 4% or $180,252 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 11 | $430,561 | $99,486 | $9,044iApproximate average salary by contribution assumption: employee only about $226,105 at 4% or $150,736 at 6%; with 50% employer match about $150,736 at 4% or $100,491 at 6%; with 100% employer match about $113,052 at 4% or $75,368 at 6%. |
| GAUDIO INSURANCE GROUP LLC SOCA BENEFIT PLAN | - | 0 | $0 | $138,447 | - |
| 2022 | 2 | 20 | $286,198 | $213,383 | $10,669iApproximate average salary by contribution assumption: employee only about $266,729 at 4% or $177,819 at 6%; with 50% employer match about $177,819 at 4% or $118,546 at 6%; with 100% employer match about $133,364 at 4% or $88,910 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 11 | $273,078 | $85,798 | $7,800iApproximate average salary by contribution assumption: employee only about $194,995 at 4% or $129,997 at 6%; with 50% employer match about $129,997 at 4% or $86,665 at 6%; with 100% employer match about $97,498 at 4% or $64,998 at 6%. |
| GAUDIO INSURANCE GROUP LLC SOCA BENEFIT PLAN | - | 20 | $13,120 | $127,585 | $6,379iApproximate average salary by contribution assumption: employee only about $159,481 at 4% or $106,321 at 6%; with 50% employer match about $106,321 at 4% or $70,881 at 6%; with 100% employer match about $79,741 at 4% or $53,160 at 6%. |
| 2021 | 2 | 15 | $258,660 | $163,878 | $10,925iApproximate average salary by contribution assumption: employee only about $273,130 at 4% or $182,087 at 6%; with 50% employer match about $182,087 at 4% or $121,391 at 6%; with 100% employer match about $136,565 at 4% or $91,043 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 11 | $250,996 | $82,061 | $7,460iApproximate average salary by contribution assumption: employee only about $186,502 at 4% or $124,335 at 6%; with 50% employer match about $124,335 at 4% or $82,890 at 6%; with 100% employer match about $93,251 at 4% or $62,167 at 6%. |
| GAUDIO INSURANCE GROUP LLC SOCA BENEFIT PLAN | - | 15 | $7,664 | $81,817 | $5,454iApproximate average salary by contribution assumption: employee only about $136,362 at 4% or $90,908 at 6%; with 50% employer match about $90,908 at 4% or $60,605 at 6%; with 100% employer match about $68,181 at 4% or $45,454 at 6%. |
| 2020 | 2 | 10 | $155,403 | $106,200 | $10,620iApproximate average salary by contribution assumption: employee only about $265,500 at 4% or $177,000 at 6%; with 50% employer match about $177,000 at 4% or $118,000 at 6%; with 100% employer match about $132,750 at 4% or $88,500 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 10 | $150,712 | $68,283 | $6,828iApproximate average salary by contribution assumption: employee only about $170,708 at 4% or $113,805 at 6%; with 50% employer match about $113,805 at 4% or $75,870 at 6%; with 100% employer match about $85,354 at 4% or $56,903 at 6%. |
| GAUDIO INSURANCE GROUP LLC SOCA BENEFIT PLAN | - | 10 | $4,691 | $37,917 | $3,792iApproximate average salary by contribution assumption: employee only about $94,793 at 4% or $63,195 at 6%; with 50% employer match about $63,195 at 4% or $42,130 at 6%; with 100% employer match about $47,396 at 4% or $31,598 at 6%. |
| 2019 | 2 | 7 | $62,323 | $88,546 | $12,649iApproximate average salary by contribution assumption: employee only about $316,236 at 4% or $210,824 at 6%; with 50% employer match about $210,824 at 4% or $140,549 at 6%; with 100% employer match about $158,118 at 4% or $105,412 at 6%. |
| GAUDIO FINANCIAL GROUP, LLC 401(K) PLAN | - | 7 | $57,649 | $53,309 | $7,616iApproximate average salary by contribution assumption: employee only about $190,389 at 4% or $126,926 at 6%; with 50% employer match about $126,926 at 4% or $84,617 at 6%; with 100% employer match about $95,195 at 4% or $63,463 at 6%. |
| GAUDIO INSURANCE GROUP LLC SOCA BENEFIT PLAN | - | 6 | $4,674 | $35,237 | $5,873iApproximate average salary by contribution assumption: employee only about $146,821 at 4% or $97,881 at 6%; with 50% employer match about $97,881 at 4% or $65,254 at 6%; with 100% employer match about $73,410 at 4% or $48,940 at 6%. |