Civic Intelligence

Rightwealth Advisors

Plan context: RIGHTWEALTH ADVISORS, LLC 401(K) PLAN

EIN 83-3153732 • Dayton, OH • 12 filings • 3 plans

10050 Innovation Drive, Suite 130Dayton, OH 45342
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,375,602

2025 Contributions

$167,708

Historical Graphs

Total Assets Over Time

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

$1,375,602$687,801$0201920222025YearValue
$1,375,602Latest 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$1,375,602$167,708$33,542iApproximate average salary by contribution assumption: employee only about $838,540 at 4% or $559,027 at 6%; with 50% employer match about $559,027 at 4% or $372,684 at 6%; with 100% employer match about $419,270 at 4% or $279,513 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-5$1,375,602$167,708$33,542iApproximate average salary by contribution assumption: employee only about $838,540 at 4% or $559,027 at 6%; with 50% employer match about $559,027 at 4% or $372,684 at 6%; with 100% employer match about $419,270 at 4% or $279,513 at 6%.
202424$1,108,815$197,533$49,383iApproximate average salary by contribution assumption: employee only about $1,234,581 at 4% or $823,054 at 6%; with 50% employer match about $823,054 at 4% or $548,703 at 6%; with 100% employer match about $617,291 at 4% or $411,527 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-4$1,108,631$179,546$44,887iApproximate average salary by contribution assumption: employee only about $1,122,163 at 4% or $748,108 at 6%; with 50% employer match about $748,108 at 4% or $498,739 at 6%; with 100% employer match about $561,081 at 4% or $374,054 at 6%.
Rightwealth Advisors Soca Benefit Plan-3$184$17,987$5,996iApproximate average salary by contribution assumption: employee only about $149,892 at 4% or $99,928 at 6%; with 50% employer match about $99,928 at 4% or $66,619 at 6%; with 100% employer match about $74,946 at 4% or $49,964 at 6%.
202314$804,339$146,149$36,537iApproximate average salary by contribution assumption: employee only about $913,431 at 4% or $608,954 at 6%; with 50% employer match about $608,954 at 4% or $405,969 at 6%; with 100% employer match about $456,716 at 4% or $304,477 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-4$804,339$146,149$36,537iApproximate average salary by contribution assumption: employee only about $913,431 at 4% or $608,954 at 6%; with 50% employer match about $608,954 at 4% or $405,969 at 6%; with 100% employer match about $456,716 at 4% or $304,477 at 6%.
202224$540,678$183,005$45,751iApproximate average salary by contribution assumption: employee only about $1,143,781 at 4% or $762,521 at 6%; with 50% employer match about $762,521 at 4% or $508,347 at 6%; with 100% employer match about $571,891 at 4% or $381,260 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-4$540,678$142,395$35,599iApproximate average salary by contribution assumption: employee only about $889,969 at 4% or $593,313 at 6%; with 50% employer match about $593,313 at 4% or $395,542 at 6%; with 100% employer match about $444,984 at 4% or $296,656 at 6%.
RIGHTWEALTH ADVISORS SOCA BENEFIT PLAN-0$0$40,610-
202123$578,451$188,935$62,978iApproximate average salary by contribution assumption: employee only about $1,574,458 at 4% or $1,049,639 at 6%; with 50% employer match about $1,049,639 at 4% or $699,759 at 6%; with 100% employer match about $787,229 at 4% or $524,819 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-3$575,094$163,400$54,467iApproximate average salary by contribution assumption: employee only about $1,361,667 at 4% or $907,778 at 6%; with 50% employer match about $907,778 at 4% or $605,185 at 6%; with 100% employer match about $680,833 at 4% or $453,889 at 6%.
RIGHTWEALTH ADVISORS SOCA BENEFIT PLAN-3$3,357$25,535$8,512iApproximate average salary by contribution assumption: employee only about $212,792 at 4% or $141,861 at 6%; with 50% employer match about $141,861 at 4% or $94,574 at 6%; with 100% employer match about $106,396 at 4% or $70,931 at 6%.
202023$355,896$148,008$49,336iApproximate average salary by contribution assumption: employee only about $1,233,400 at 4% or $822,267 at 6%; with 50% employer match about $822,267 at 4% or $548,178 at 6%; with 100% employer match about $616,700 at 4% or $411,133 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-3$353,577$126,700$42,233iApproximate average salary by contribution assumption: employee only about $1,055,833 at 4% or $703,889 at 6%; with 50% employer match about $703,889 at 4% or $469,259 at 6%; with 100% employer match about $527,917 at 4% or $351,944 at 6%.
RIGHTWEALTH ADVISORS SOCA BENEFIT PLAN-2$2,319$21,308$10,654iApproximate average salary by contribution assumption: employee only about $266,350 at 4% or $177,567 at 6%; with 50% employer match about $177,567 at 4% or $118,378 at 6%; with 100% employer match about $133,175 at 4% or $88,783 at 6%.
201923$172,405$195,895$65,298iApproximate average salary by contribution assumption: employee only about $1,632,458 at 4% or $1,088,306 at 6%; with 50% employer match about $1,088,306 at 4% or $725,537 at 6%; with 100% employer match about $816,229 at 4% or $544,153 at 6%.
RIGHTWEALTH ADVISORS, LLC 401(K) PLAN-3$170,790$183,715$61,238iApproximate average salary by contribution assumption: employee only about $1,530,958 at 4% or $1,020,639 at 6%; with 50% employer match about $1,020,639 at 4% or $680,426 at 6%; with 100% employer match about $765,479 at 4% or $510,319 at 6%.
RIGHTWEALTH ADVISORS SOCA BENEFIT PLAN-2$1,615$12,180$6,090iApproximate average salary by contribution assumption: employee only about $152,250 at 4% or $101,500 at 6%; with 50% employer match about $101,500 at 4% or $67,667 at 6%; with 100% employer match about $76,125 at 4% or $50,750 at 6%.