EO ADVISORS
Plan context: EO ADVISORS 401(K) PLAN
EIN 86-2409720 • Zionsville, IN • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,548,820
2025 Contributions
$138,593
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 | 6 | $1,548,820 | $138,593 | $23,099iApproximate average salary by contribution assumption: employee only about $577,471 at 4% or $384,981 at 6%; with 50% employer match about $384,981 at 4% or $256,654 at 6%; with 100% employer match about $288,735 at 4% or $192,490 at 6%. |
| EO ADVISORS 401(K) PLAN | - | 6 | $1,548,820 | $138,593 | $23,099iApproximate average salary by contribution assumption: employee only about $577,471 at 4% or $384,981 at 6%; with 50% employer match about $384,981 at 4% or $256,654 at 6%; with 100% employer match about $288,735 at 4% or $192,490 at 6%. |
| 2024 | 1 | 7 | $1,673,636 | $181,584 | $25,941iApproximate average salary by contribution assumption: employee only about $648,514 at 4% or $432,343 at 6%; with 50% employer match about $432,343 at 4% or $288,229 at 6%; with 100% employer match about $324,257 at 4% or $216,171 at 6%. |
| EO ADVISORS 401(K) PLAN | - | 7 | $1,673,636 | $181,584 | $25,941iApproximate average salary by contribution assumption: employee only about $648,514 at 4% or $432,343 at 6%; with 50% employer match about $432,343 at 4% or $288,229 at 6%; with 100% employer match about $324,257 at 4% or $216,171 at 6%. |
| 2023 | 1 | 7 | $1,336,139 | $397,525 | $56,789iApproximate average salary by contribution assumption: employee only about $1,419,732 at 4% or $946,488 at 6%; with 50% employer match about $946,488 at 4% or $630,992 at 6%; with 100% employer match about $709,866 at 4% or $473,244 at 6%. |
| EO ADVISORS 401(K) PLAN | - | 7 | $1,336,139 | $397,525 | $56,789iApproximate average salary by contribution assumption: employee only about $1,419,732 at 4% or $946,488 at 6%; with 50% employer match about $946,488 at 4% or $630,992 at 6%; with 100% employer match about $709,866 at 4% or $473,244 at 6%. |
| 2022 | 1 | 0 | $796,665 | $810,494 | - |
| EO ADVISORS 401(K) PLAN | - | 0 | $796,665 | $810,494 | - |