ADVISORS EQUITY GROUP LLC
Plan context: ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 84-2908678 • Youngstown, OH • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$98,450
2025 Contributions
$25,111
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 | 4 | $98,450 | $25,111 | $6,278iApproximate average salary by contribution assumption: employee only about $156,944 at 4% or $104,629 at 6%; with 50% employer match about $104,629 at 4% or $69,753 at 6%; with 100% employer match about $78,472 at 4% or $52,315 at 6%. |
| ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $98,450 | $25,111 | $6,278iApproximate average salary by contribution assumption: employee only about $156,944 at 4% or $104,629 at 6%; with 50% employer match about $104,629 at 4% or $69,753 at 6%; with 100% employer match about $78,472 at 4% or $52,315 at 6%. |
| 2024 | 1 | 6 | $113,085 | $32,403 | $5,401iApproximate average salary by contribution assumption: employee only about $135,013 at 4% or $90,008 at 6%; with 50% employer match about $90,008 at 4% or $60,006 at 6%; with 100% employer match about $67,506 at 4% or $45,004 at 6%. |
| ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $113,085 | $32,403 | $5,401iApproximate average salary by contribution assumption: employee only about $135,013 at 4% or $90,008 at 6%; with 50% employer match about $90,008 at 4% or $60,006 at 6%; with 100% employer match about $67,506 at 4% or $45,004 at 6%. |
| 2023 | 1 | 6 | $70,667 | $30,424 | $5,071iApproximate average salary by contribution assumption: employee only about $126,767 at 4% or $84,511 at 6%; with 50% employer match about $84,511 at 4% or $56,341 at 6%; with 100% employer match about $63,383 at 4% or $42,256 at 6%. |
| ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $70,667 | $30,424 | $5,071iApproximate average salary by contribution assumption: employee only about $126,767 at 4% or $84,511 at 6%; with 50% employer match about $84,511 at 4% or $56,341 at 6%; with 100% employer match about $63,383 at 4% or $42,256 at 6%. |
| 2022 | 1 | 5 | $32,124 | $20,382 | $4,076iApproximate average salary by contribution assumption: employee only about $101,910 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,293 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%. |
| ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $32,124 | $20,382 | $4,076iApproximate average salary by contribution assumption: employee only about $101,910 at 4% or $67,940 at 6%; with 50% employer match about $67,940 at 4% or $45,293 at 6%; with 100% employer match about $50,955 at 4% or $33,970 at 6%. |
| 2021 | 1 | 5 | $19,571 | $13,178 | $2,636iApproximate average salary by contribution assumption: employee only about $65,890 at 4% or $43,927 at 6%; with 50% employer match about $43,927 at 4% or $29,284 at 6%; with 100% employer match about $32,945 at 4% or $21,963 at 6%. |
| ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $19,571 | $13,178 | $2,636iApproximate average salary by contribution assumption: employee only about $65,890 at 4% or $43,927 at 6%; with 50% employer match about $43,927 at 4% or $29,284 at 6%; with 100% employer match about $32,945 at 4% or $21,963 at 6%. |
| 2020 | 1 | 3 | $5,693 | $6,366 | $2,122iApproximate average salary by contribution assumption: employee only about $53,050 at 4% or $35,367 at 6%; with 50% employer match about $35,367 at 4% or $23,578 at 6%; with 100% employer match about $26,525 at 4% or $17,683 at 6%. |
| ADVISORS EQUITY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $5,693 | $6,366 | $2,122iApproximate average salary by contribution assumption: employee only about $53,050 at 4% or $35,367 at 6%; with 50% employer match about $35,367 at 4% or $23,578 at 6%; with 100% employer match about $26,525 at 4% or $17,683 at 6%. |