Civic Intelligence

Livewell Capital LLC

Plan context: Livewell Capital LLC 401(K) Profit Sharing Plan

EIN 85-1622996 • Cincinnati, OH • 2 filings • 1 plans

3805 Edwards Road, Suite 200Cincinnati, OH 45209
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$1,348,730

2024 Contributions

$788,688

Historical Graphs

Total Assets Over Time

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

$1,348,730$674,365$020232024YearValue
$1,348,730Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5226020232024YearValue
52Latest year 2024

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
2024152$1,348,730$788,688$15,167iApproximate average salary by contribution assumption: employee only about $379,177 at 4% or $252,785 at 6%; with 50% employer match about $252,785 at 4% or $168,523 at 6%; with 100% employer match about $189,588 at 4% or $126,392 at 6%.
Livewell Capital LLC 401(K) Profit Sharing Plan-52$1,348,730$788,688$15,167iApproximate average salary by contribution assumption: employee only about $379,177 at 4% or $252,785 at 6%; with 50% employer match about $252,785 at 4% or $168,523 at 6%; with 100% employer match about $189,588 at 4% or $126,392 at 6%.
2023133$478,490$450,955$13,665iApproximate average salary by contribution assumption: employee only about $341,633 at 4% or $227,755 at 6%; with 50% employer match about $227,755 at 4% or $151,837 at 6%; with 100% employer match about $170,816 at 4% or $113,878 at 6%.
Livewell Capital LLC 401(K) Profit Sharing Plan-33$478,490$450,955$13,665iApproximate average salary by contribution assumption: employee only about $341,633 at 4% or $227,755 at 6%; with 50% employer match about $227,755 at 4% or $151,837 at 6%; with 100% employer match about $170,816 at 4% or $113,878 at 6%.