JOURNEY BEYOND WEALTH LLC
Plan context: JOURNEY BEYOND WEALTH 401(K) PLAN
EIN 82-2746025 • Roswell, GA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$328,975
2025 Contributions
$23,829
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 | 5 | $328,975 | $23,829 | $4,766iApproximate average salary by contribution assumption: employee only about $119,145 at 4% or $79,430 at 6%; with 50% employer match about $79,430 at 4% or $52,953 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%. |
| JOURNEY BEYOND WEALTH 401(K) PLAN | - | 5 | $328,975 | $23,829 | $4,766iApproximate average salary by contribution assumption: employee only about $119,145 at 4% or $79,430 at 6%; with 50% employer match about $79,430 at 4% or $52,953 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%. |
| 2024 | 1 | 4 | $255,951 | $21,758 | $5,440iApproximate average salary by contribution assumption: employee only about $135,988 at 4% or $90,658 at 6%; with 50% employer match about $90,658 at 4% or $60,439 at 6%; with 100% employer match about $67,994 at 4% or $45,329 at 6%. |
| JOURNEY BEYOND WEALTH 401(K) PLAN | - | 4 | $255,951 | $21,758 | $5,440iApproximate average salary by contribution assumption: employee only about $135,988 at 4% or $90,658 at 6%; with 50% employer match about $90,658 at 4% or $60,439 at 6%; with 100% employer match about $67,994 at 4% or $45,329 at 6%. |
| 2023 | 1 | 3 | $205,087 | $177,561 | $59,187iApproximate average salary by contribution assumption: employee only about $1,479,675 at 4% or $986,450 at 6%; with 50% employer match about $986,450 at 4% or $657,633 at 6%; with 100% employer match about $739,838 at 4% or $493,225 at 6%. |
| AVERA WEALTH ADVISORS 401(K) PLAN | - | 3 | $205,087 | $177,561 | $59,187iApproximate average salary by contribution assumption: employee only about $1,479,675 at 4% or $986,450 at 6%; with 50% employer match about $986,450 at 4% or $657,633 at 6%; with 100% employer match about $739,838 at 4% or $493,225 at 6%. |
| 2022 | 1 | 2 | $14,012 | $13,851 | $6,926iApproximate average salary by contribution assumption: employee only about $173,138 at 4% or $115,425 at 6%; with 50% employer match about $115,425 at 4% or $76,950 at 6%; with 100% employer match about $86,569 at 4% or $57,713 at 6%. |
| AVERA WEALTH ADVISORS 401(K) PLAN | - | 2 | $14,012 | $13,851 | $6,926iApproximate average salary by contribution assumption: employee only about $173,138 at 4% or $115,425 at 6%; with 50% employer match about $115,425 at 4% or $76,950 at 6%; with 100% employer match about $86,569 at 4% or $57,713 at 6%. |