KH WEALTH MANAGEMENT, LLC
Plan context: KH WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
EIN 87-3971376 • Beachwood, OH • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$226,269
2025 Contributions
$44,957
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 | $226,269 | $44,957 | $11,239iApproximate average salary by contribution assumption: employee only about $280,981 at 4% or $187,321 at 6%; with 50% employer match about $187,321 at 4% or $124,881 at 6%; with 100% employer match about $140,491 at 4% or $93,660 at 6%. |
| KH WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 4 | $226,269 | $44,957 | $11,239iApproximate average salary by contribution assumption: employee only about $280,981 at 4% or $187,321 at 6%; with 50% employer match about $187,321 at 4% or $124,881 at 6%; with 100% employer match about $140,491 at 4% or $93,660 at 6%. |
| 2024 | 1 | 3 | $155,362 | $88,326 | $29,442iApproximate average salary by contribution assumption: employee only about $736,050 at 4% or $490,700 at 6%; with 50% employer match about $490,700 at 4% or $327,133 at 6%; with 100% employer match about $368,025 at 4% or $245,350 at 6%. |
| KH WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 3 | $155,362 | $88,326 | $29,442iApproximate average salary by contribution assumption: employee only about $736,050 at 4% or $490,700 at 6%; with 50% employer match about $490,700 at 4% or $327,133 at 6%; with 100% employer match about $368,025 at 4% or $245,350 at 6%. |
| 2023 | 1 | 2 | $55,589 | $51,348 | $25,674iApproximate average salary by contribution assumption: employee only about $641,850 at 4% or $427,900 at 6%; with 50% employer match about $427,900 at 4% or $285,267 at 6%; with 100% employer match about $320,925 at 4% or $213,950 at 6%. |
| KH WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $55,589 | $51,348 | $25,674iApproximate average salary by contribution assumption: employee only about $641,850 at 4% or $427,900 at 6%; with 50% employer match about $427,900 at 4% or $285,267 at 6%; with 100% employer match about $320,925 at 4% or $213,950 at 6%. |
| 2022 | 1 | 0 | $0 | $0 | - |
| KH WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |