Athos Private Wealth LLC
Plan context: Athos Private Wealth LLC 401(K) Plan
EIN 84-5128204 • Holladay, UT • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$321,058
2025 Contributions
$124,224
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 | 15 | $321,058 | $124,224 | $8,282iApproximate average salary by contribution assumption: employee only about $207,040 at 4% or $138,027 at 6%; with 50% employer match about $138,027 at 4% or $92,018 at 6%; with 100% employer match about $103,520 at 4% or $69,013 at 6%. |
| Athos Private Wealth LLC 401(K) Plan | - | 15 | $321,058 | $124,224 | $8,282iApproximate average salary by contribution assumption: employee only about $207,040 at 4% or $138,027 at 6%; with 50% employer match about $138,027 at 4% or $92,018 at 6%; with 100% employer match about $103,520 at 4% or $69,013 at 6%. |
| 2024 | 1 | 14 | $191,368 | $88,235 | $6,303iApproximate average salary by contribution assumption: employee only about $157,563 at 4% or $105,042 at 6%; with 50% employer match about $105,042 at 4% or $70,028 at 6%; with 100% employer match about $78,781 at 4% or $52,521 at 6%. |
| Athos Private Wealth LLC 401(K) Plan | - | 14 | $191,368 | $88,235 | $6,303iApproximate average salary by contribution assumption: employee only about $157,563 at 4% or $105,042 at 6%; with 50% employer match about $105,042 at 4% or $70,028 at 6%; with 100% employer match about $78,781 at 4% or $52,521 at 6%. |
| 2023 | 1 | 8 | $102,325 | $48,651 | $6,081iApproximate average salary by contribution assumption: employee only about $152,034 at 4% or $101,356 at 6%; with 50% employer match about $101,356 at 4% or $67,571 at 6%; with 100% employer match about $76,017 at 4% or $50,678 at 6%. |
| Athos Private Wealth LLC 401(K) Plan | - | 8 | $102,325 | $48,651 | $6,081iApproximate average salary by contribution assumption: employee only about $152,034 at 4% or $101,356 at 6%; with 50% employer match about $101,356 at 4% or $67,571 at 6%; with 100% employer match about $76,017 at 4% or $50,678 at 6%. |
| 2022 | 1 | 5 | $50,309 | $39,110 | $7,822iApproximate average salary by contribution assumption: employee only about $195,550 at 4% or $130,367 at 6%; with 50% employer match about $130,367 at 4% or $86,911 at 6%; with 100% employer match about $97,775 at 4% or $65,183 at 6%. |
| Athos Private Wealth LLC 401(K) Plan | - | 5 | $50,309 | $39,110 | $7,822iApproximate average salary by contribution assumption: employee only about $195,550 at 4% or $130,367 at 6%; with 50% employer match about $130,367 at 4% or $86,911 at 6%; with 100% employer match about $97,775 at 4% or $65,183 at 6%. |
| 2021 | 1 | 3 | $15,823 | $15,228 | $5,076iApproximate average salary by contribution assumption: employee only about $126,900 at 4% or $84,600 at 6%; with 50% employer match about $84,600 at 4% or $56,400 at 6%; with 100% employer match about $63,450 at 4% or $42,300 at 6%. |
| Athos Private Wealth LLC 401(K) Plan | - | 3 | $15,823 | $15,228 | $5,076iApproximate average salary by contribution assumption: employee only about $126,900 at 4% or $84,600 at 6%; with 50% employer match about $84,600 at 4% or $56,400 at 6%; with 100% employer match about $63,450 at 4% or $42,300 at 6%. |