Atlas Wealth LLC
Plan context: Atlas Wealth LLC DBA Gearhart & Associates Retirement Plan
EIN 87-4432827 • Cincinnati, OH • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$689,071
2025 Contributions
$206,444
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 | 10 | $689,071 | $206,444 | $20,644iApproximate average salary by contribution assumption: employee only about $516,110 at 4% or $344,073 at 6%; with 50% employer match about $344,073 at 4% or $229,382 at 6%; with 100% employer match about $258,055 at 4% or $172,037 at 6%. |
| Atlas Wealth LLC DBA Gearhart & Associates Retirement Plan | - | 10 | $689,071 | $206,444 | $20,644iApproximate average salary by contribution assumption: employee only about $516,110 at 4% or $344,073 at 6%; with 50% employer match about $344,073 at 4% or $229,382 at 6%; with 100% employer match about $258,055 at 4% or $172,037 at 6%. |
| 2024 | 1 | 10 | $439,738 | $210,200 | $21,020iApproximate average salary by contribution assumption: employee only about $525,500 at 4% or $350,333 at 6%; with 50% employer match about $350,333 at 4% or $233,556 at 6%; with 100% employer match about $262,750 at 4% or $175,167 at 6%. |
| Atlas Wealth LLC DBA Gearhart & Associates Retirement Plan | - | 10 | $439,738 | $210,200 | $21,020iApproximate average salary by contribution assumption: employee only about $525,500 at 4% or $350,333 at 6%; with 50% employer match about $350,333 at 4% or $233,556 at 6%; with 100% employer match about $262,750 at 4% or $175,167 at 6%. |
| 2023 | 1 | 6 | $187,361 | $177,695 | $29,616iApproximate average salary by contribution assumption: employee only about $740,396 at 4% or $493,597 at 6%; with 50% employer match about $493,597 at 4% or $329,065 at 6%; with 100% employer match about $370,198 at 4% or $246,799 at 6%. |
| Atlas Wealth LLC DBA Gearhart & Associates Retirement Plan | - | 6 | $187,361 | $177,695 | $29,616iApproximate average salary by contribution assumption: employee only about $740,396 at 4% or $493,597 at 6%; with 50% employer match about $493,597 at 4% or $329,065 at 6%; with 100% employer match about $370,198 at 4% or $246,799 at 6%. |