OLEY KINSER CONCIERGE WEALTH, LLC
Plan context: OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN
EIN 83-0539325 • Naples, FL • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$1,617,324
2025 Contributions
$119,667
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 | 8 | $1,617,324 | $119,667 | $14,958iApproximate average salary by contribution assumption: employee only about $373,959 at 4% or $249,306 at 6%; with 50% employer match about $249,306 at 4% or $166,204 at 6%; with 100% employer match about $186,980 at 4% or $124,653 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 8 | $1,617,324 | $119,667 | $14,958iApproximate average salary by contribution assumption: employee only about $373,959 at 4% or $249,306 at 6%; with 50% employer match about $249,306 at 4% or $166,204 at 6%; with 100% employer match about $186,980 at 4% or $124,653 at 6%. |
| 2024 | 1 | 9 | $1,327,966 | $112,944 | $12,549iApproximate average salary by contribution assumption: employee only about $313,733 at 4% or $209,156 at 6%; with 50% employer match about $209,156 at 4% or $139,437 at 6%; with 100% employer match about $156,867 at 4% or $104,578 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 9 | $1,327,966 | $112,944 | $12,549iApproximate average salary by contribution assumption: employee only about $313,733 at 4% or $209,156 at 6%; with 50% employer match about $209,156 at 4% or $139,437 at 6%; with 100% employer match about $156,867 at 4% or $104,578 at 6%. |
| 2023 | 1 | 8 | $1,015,278 | $98,568 | $12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 8 | $1,015,278 | $98,568 | $12,321iApproximate average salary by contribution assumption: employee only about $308,025 at 4% or $205,350 at 6%; with 50% employer match about $205,350 at 4% or $136,900 at 6%; with 100% employer match about $154,013 at 4% or $102,675 at 6%. |
| 2022 | 1 | 6 | $756,741 | $78,646 | $13,108iApproximate average salary by contribution assumption: employee only about $327,692 at 4% or $218,461 at 6%; with 50% employer match about $218,461 at 4% or $145,641 at 6%; with 100% employer match about $163,846 at 4% or $109,231 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 6 | $756,741 | $78,646 | $13,108iApproximate average salary by contribution assumption: employee only about $327,692 at 4% or $218,461 at 6%; with 50% employer match about $218,461 at 4% or $145,641 at 6%; with 100% employer match about $163,846 at 4% or $109,231 at 6%. |
| 2021 | 1 | 5 | $841,292 | $98,115 | $19,623iApproximate average salary by contribution assumption: employee only about $490,575 at 4% or $327,050 at 6%; with 50% employer match about $327,050 at 4% or $218,033 at 6%; with 100% employer match about $245,288 at 4% or $163,525 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 5 | $841,292 | $98,115 | $19,623iApproximate average salary by contribution assumption: employee only about $490,575 at 4% or $327,050 at 6%; with 50% employer match about $327,050 at 4% or $218,033 at 6%; with 100% employer match about $245,288 at 4% or $163,525 at 6%. |
| 2020 | 1 | 4 | $626,236 | $57,683 | $14,421iApproximate average salary by contribution assumption: employee only about $360,519 at 4% or $240,346 at 6%; with 50% employer match about $240,346 at 4% or $160,231 at 6%; with 100% employer match about $180,259 at 4% or $120,173 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 4 | $626,236 | $57,683 | $14,421iApproximate average salary by contribution assumption: employee only about $360,519 at 4% or $240,346 at 6%; with 50% employer match about $240,346 at 4% or $160,231 at 6%; with 100% employer match about $180,259 at 4% or $120,173 at 6%. |
| 2019 | 1 | 4 | $588,763 | $61,678 | $15,420iApproximate average salary by contribution assumption: employee only about $385,488 at 4% or $256,992 at 6%; with 50% employer match about $256,992 at 4% or $171,328 at 6%; with 100% employer match about $192,744 at 4% or $128,496 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 4 | $588,763 | $61,678 | $15,420iApproximate average salary by contribution assumption: employee only about $385,488 at 4% or $256,992 at 6%; with 50% employer match about $256,992 at 4% or $171,328 at 6%; with 100% employer match about $192,744 at 4% or $128,496 at 6%. |
| 2018 | 1 | 3 | $419,979 | $45,361 | $15,120iApproximate average salary by contribution assumption: employee only about $378,008 at 4% or $252,006 at 6%; with 50% employer match about $252,006 at 4% or $168,004 at 6%; with 100% employer match about $189,004 at 4% or $126,003 at 6%. |
| OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN | - | 3 | $419,979 | $45,361 | $15,120iApproximate average salary by contribution assumption: employee only about $378,008 at 4% or $252,006 at 6%; with 50% employer match about $252,006 at 4% or $168,004 at 6%; with 100% employer match about $189,004 at 4% or $126,003 at 6%. |