Civic Intelligence

SAUER WEALTH PLANNING LLC

Plan context: SAUER WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 86-2319334 • Loveland, OH • 5 filings • 1 plans

6281 Tri Ridge BlvdLoveland, OH 45140-8345
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$288,144

2025 Contributions

$57,338

Historical Graphs

Total Assets Over Time

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

$288,144$144,072$0202120232025YearValue
$288,144Latest year 2025

Participants Over Time

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

320202120232025YearValue
3Latest 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
202513$288,144$57,338$19,113iApproximate average salary by contribution assumption: employee only about $477,817 at 4% or $318,544 at 6%; with 50% employer match about $318,544 at 4% or $212,363 at 6%; with 100% employer match about $238,908 at 4% or $159,272 at 6%.
SAUER WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST-3$288,144$57,338$19,113iApproximate average salary by contribution assumption: employee only about $477,817 at 4% or $318,544 at 6%; with 50% employer match about $318,544 at 4% or $212,363 at 6%; with 100% employer match about $238,908 at 4% or $159,272 at 6%.
202413$195,795$58,208$19,403iApproximate average salary by contribution assumption: employee only about $485,067 at 4% or $323,378 at 6%; with 50% employer match about $323,378 at 4% or $215,585 at 6%; with 100% employer match about $242,533 at 4% or $161,689 at 6%.
SAUER WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST-3$195,795$58,208$19,403iApproximate average salary by contribution assumption: employee only about $485,067 at 4% or $323,378 at 6%; with 50% employer match about $323,378 at 4% or $215,585 at 6%; with 100% employer match about $242,533 at 4% or $161,689 at 6%.
202313$120,831$48,835$16,278iApproximate average salary by contribution assumption: employee only about $406,958 at 4% or $271,306 at 6%; with 50% employer match about $271,306 at 4% or $180,870 at 6%; with 100% employer match about $203,479 at 4% or $135,653 at 6%.
SAUER WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST-3$120,831$48,835$16,278iApproximate average salary by contribution assumption: employee only about $406,958 at 4% or $271,306 at 6%; with 50% employer match about $271,306 at 4% or $180,870 at 6%; with 100% employer match about $203,479 at 4% or $135,653 at 6%.
202212$59,917$44,699$22,350iApproximate average salary by contribution assumption: employee only about $558,738 at 4% or $372,492 at 6%; with 50% employer match about $372,492 at 4% or $248,328 at 6%; with 100% employer match about $279,369 at 4% or $186,246 at 6%.
SAUER WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST-2$59,917$44,699$22,350iApproximate average salary by contribution assumption: employee only about $558,738 at 4% or $372,492 at 6%; with 50% employer match about $372,492 at 4% or $248,328 at 6%; with 100% employer match about $279,369 at 4% or $186,246 at 6%.
202112$21,850$21,388$10,694iApproximate average salary by contribution assumption: employee only about $267,350 at 4% or $178,233 at 6%; with 50% employer match about $178,233 at 4% or $118,822 at 6%; with 100% employer match about $133,675 at 4% or $89,117 at 6%.
SAUER WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST-2$21,850$21,388$10,694iApproximate average salary by contribution assumption: employee only about $267,350 at 4% or $178,233 at 6%; with 50% employer match about $178,233 at 4% or $118,822 at 6%; with 100% employer match about $133,675 at 4% or $89,117 at 6%.