Squared Away Partners LLC
Plan context: Squared Away Partners LLC 401(K) Plan
EIN 83-2720176 • Hertford, NC • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
218
2024 Assets
$831,979
2024 Contributions
$1,948
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $1,948 | - |
| Squared Away Partners LLC 401(K) Plan | - | 0 | - | $1,948 | - |
| 2023 | 1 | 0 | $831,979 | $486,262 | - |
| Squared Away Partners LLC 401(K) Plan | - | 0 | $831,979 | $486,262 | - |
| 2022 | 1 | 218 | $333,711 | $362,904 | $1,665iApproximate average salary by contribution assumption: employee only about $41,617 at 4% or $27,745 at 6%; with 50% employer match about $27,745 at 4% or $18,497 at 6%; with 100% employer match about $20,809 at 4% or $13,872 at 6%. |
| Squared Away Partners LLC 401(K) Plan | - | 218 | $333,711 | $362,904 | $1,665iApproximate average salary by contribution assumption: employee only about $41,617 at 4% or $27,745 at 6%; with 50% employer match about $27,745 at 4% or $18,497 at 6%; with 100% employer match about $20,809 at 4% or $13,872 at 6%. |