Civic Intelligence

ODYSSEY GROUP LLC DBA ODYSSEY GROUP WEALTH ADVISORS

Plan context: ODYSSEY GROUP 401(K) PLAN

EIN 82-5040340 • Lancaster, PA • 7 filings • 1 plans

22A East Roseville RoadLancaster, PA 17601
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$672,247

2025 Contributions

$100,266

Historical Graphs

Total Assets Over Time

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

$672,247$336,124$0201920222025YearValue
$672,247Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest 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
202515$672,247$100,266$20,053iApproximate average salary by contribution assumption: employee only about $501,330 at 4% or $334,220 at 6%; with 50% employer match about $334,220 at 4% or $222,813 at 6%; with 100% employer match about $250,665 at 4% or $167,110 at 6%.
ODYSSEY GROUP 401(K) PLAN-5$672,247$100,266$20,053iApproximate average salary by contribution assumption: employee only about $501,330 at 4% or $334,220 at 6%; with 50% employer match about $334,220 at 4% or $222,813 at 6%; with 100% employer match about $250,665 at 4% or $167,110 at 6%.
202415$461,235$86,488$17,298iApproximate average salary by contribution assumption: employee only about $432,440 at 4% or $288,293 at 6%; with 50% employer match about $288,293 at 4% or $192,196 at 6%; with 100% employer match about $216,220 at 4% or $144,147 at 6%.
ODYSSEY GROUP 401(K) PLAN-5$461,235$86,488$17,298iApproximate average salary by contribution assumption: employee only about $432,440 at 4% or $288,293 at 6%; with 50% employer match about $288,293 at 4% or $192,196 at 6%; with 100% employer match about $216,220 at 4% or $144,147 at 6%.
202315$298,798$61,307$12,261iApproximate average salary by contribution assumption: employee only about $306,535 at 4% or $204,357 at 6%; with 50% employer match about $204,357 at 4% or $136,238 at 6%; with 100% employer match about $153,268 at 4% or $102,178 at 6%.
ODYSSEY GROUP 401(K) PLAN-5$298,798$61,307$12,261iApproximate average salary by contribution assumption: employee only about $306,535 at 4% or $204,357 at 6%; with 50% employer match about $204,357 at 4% or $136,238 at 6%; with 100% employer match about $153,268 at 4% or $102,178 at 6%.
202215$175,153$61,205$12,241iApproximate average salary by contribution assumption: employee only about $306,025 at 4% or $204,017 at 6%; with 50% employer match about $204,017 at 4% or $136,011 at 6%; with 100% employer match about $153,013 at 4% or $102,008 at 6%.
ODYSSEY GROUP 401(K) PLAN-5$175,153$61,205$12,241iApproximate average salary by contribution assumption: employee only about $306,025 at 4% or $204,017 at 6%; with 50% employer match about $204,017 at 4% or $136,011 at 6%; with 100% employer match about $153,013 at 4% or $102,008 at 6%.
202114$162,501$55,836$13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%.
ODYSSEY GROUP 401(K) PLAN-4$162,501$55,836$13,959iApproximate average salary by contribution assumption: employee only about $348,975 at 4% or $232,650 at 6%; with 50% employer match about $232,650 at 4% or $155,100 at 6%; with 100% employer match about $174,488 at 4% or $116,325 at 6%.
202013$86,747$44,120$14,707iApproximate average salary by contribution assumption: employee only about $367,667 at 4% or $245,111 at 6%; with 50% employer match about $245,111 at 4% or $163,407 at 6%; with 100% employer match about $183,833 at 4% or $122,556 at 6%.
ODYSSEY GROUP 401(K) PLAN-3$86,747$44,120$14,707iApproximate average salary by contribution assumption: employee only about $367,667 at 4% or $245,111 at 6%; with 50% employer match about $245,111 at 4% or $163,407 at 6%; with 100% employer match about $183,833 at 4% or $122,556 at 6%.
201913$25,213$23,328$7,776iApproximate average salary by contribution assumption: employee only about $194,400 at 4% or $129,600 at 6%; with 50% employer match about $129,600 at 4% or $86,400 at 6%; with 100% employer match about $97,200 at 4% or $64,800 at 6%.
ODYSSEY GROUP 401(K) PLAN-3$25,213$23,328$7,776iApproximate average salary by contribution assumption: employee only about $194,400 at 4% or $129,600 at 6%; with 50% employer match about $129,600 at 4% or $86,400 at 6%; with 100% employer match about $97,200 at 4% or $64,800 at 6%.