OTLEY WEALTH MANAGEMENT LLC
Plan context: OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 83-4151833 • Indianapolis, IN • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$70
2025 Contributions
$32,526
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 | 1 | $70 | $32,526 | $32,526iApproximate average salary by contribution assumption: employee only about $813,150 at 4% or $542,100 at 6%; with 50% employer match about $542,100 at 4% or $361,400 at 6%; with 100% employer match about $406,575 at 4% or $271,050 at 6%. |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $70 | $32,526 | $32,526iApproximate average salary by contribution assumption: employee only about $813,150 at 4% or $542,100 at 6%; with 50% employer match about $542,100 at 4% or $361,400 at 6%; with 100% employer match about $406,575 at 4% or $271,050 at 6%. |
| 2024 | 1 | 2 | $137,924 | $26,785 | $13,393iApproximate average salary by contribution assumption: employee only about $334,813 at 4% or $223,208 at 6%; with 50% employer match about $223,208 at 4% or $148,806 at 6%; with 100% employer match about $167,406 at 4% or $111,604 at 6%. |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $137,924 | $26,785 | $13,393iApproximate average salary by contribution assumption: employee only about $334,813 at 4% or $223,208 at 6%; with 50% employer match about $223,208 at 4% or $148,806 at 6%; with 100% employer match about $167,406 at 4% or $111,604 at 6%. |
| 2023 | 1 | 2 | $101,733 | $22,820 | $11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%. |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $101,733 | $22,820 | $11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%. |
| 2022 | 1 | 2 | $67,220 | $24,459 | $12,230iApproximate average salary by contribution assumption: employee only about $305,738 at 4% or $203,825 at 6%; with 50% employer match about $203,825 at 4% or $135,883 at 6%; with 100% employer match about $152,869 at 4% or $101,913 at 6%. |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $67,220 | $24,459 | $12,230iApproximate average salary by contribution assumption: employee only about $305,738 at 4% or $203,825 at 6%; with 50% employer match about $203,825 at 4% or $135,883 at 6%; with 100% employer match about $152,869 at 4% or $101,913 at 6%. |
| 2021 | 1 | 2 | $52,582 | $22,824 | $11,412iApproximate average salary by contribution assumption: employee only about $285,300 at 4% or $190,200 at 6%; with 50% employer match about $190,200 at 4% or $126,800 at 6%; with 100% employer match about $142,650 at 4% or $95,100 at 6%. |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $52,582 | $22,824 | $11,412iApproximate average salary by contribution assumption: employee only about $285,300 at 4% or $190,200 at 6%; with 50% employer match about $190,200 at 4% or $126,800 at 6%; with 100% employer match about $142,650 at 4% or $95,100 at 6%. |
| 2020 | 1 | 1 | $26,378 | $23,465 | $23,465iApproximate average salary by contribution assumption: employee only about $586,625 at 4% or $391,083 at 6%; with 50% employer match about $391,083 at 4% or $260,722 at 6%; with 100% employer match about $293,313 at 4% or $195,542 at 6%. |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $26,378 | $23,465 | $23,465iApproximate average salary by contribution assumption: employee only about $586,625 at 4% or $391,083 at 6%; with 50% employer match about $391,083 at 4% or $260,722 at 6%; with 100% employer match about $293,313 at 4% or $195,542 at 6%. |
| 2019 | 1 | 0 | $0 | $0 | - |
| OTLEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | - | - |