Civic Intelligence

HUFFMAN WEALTH MANAGEMENT, LLC

Plan context: HUFFMAN WEALTH MANAGEMENT 401(K) PLAN

EIN 88-1439182 • Cincinnati, OH • 4 filings • 1 plans

8170 Corporate Park Dr. Ste. 100Cincinnati, OH 45242
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$938,497

2025 Contributions

$265,614

Historical Graphs

Total Assets Over Time

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

$938,497$469,249$0202220242025YearValue
$938,497Latest year 2025

Participants Over Time

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

420202220242025YearValue
4Latest 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
202514$938,497$265,614$66,404iApproximate average salary by contribution assumption: employee only about $1,660,088 at 4% or $1,106,725 at 6%; with 50% employer match about $1,106,725 at 4% or $737,817 at 6%; with 100% employer match about $830,044 at 4% or $553,363 at 6%.
HUFFMAN WEALTH MANAGEMENT 401(K) PLAN-4$938,497$265,614$66,404iApproximate average salary by contribution assumption: employee only about $1,660,088 at 4% or $1,106,725 at 6%; with 50% employer match about $1,106,725 at 4% or $737,817 at 6%; with 100% employer match about $830,044 at 4% or $553,363 at 6%.
202414$633,194$265,831$66,458iApproximate average salary by contribution assumption: employee only about $1,661,444 at 4% or $1,107,629 at 6%; with 50% employer match about $1,107,629 at 4% or $738,419 at 6%; with 100% employer match about $830,722 at 4% or $553,815 at 6%.
HUFFMAN WEALTH MANAGEMENT 401(K) PLAN-4$633,194$265,831$66,458iApproximate average salary by contribution assumption: employee only about $1,661,444 at 4% or $1,107,629 at 6%; with 50% employer match about $1,107,629 at 4% or $738,419 at 6%; with 100% employer match about $830,722 at 4% or $553,815 at 6%.
202313$313,455$258,931$86,310iApproximate average salary by contribution assumption: employee only about $2,157,758 at 4% or $1,438,506 at 6%; with 50% employer match about $1,438,506 at 4% or $959,004 at 6%; with 100% employer match about $1,078,879 at 4% or $719,253 at 6%.
HUFFMAN WEALTH MANAGEMENT 401(K) PLAN-3$313,455$258,931$86,310iApproximate average salary by contribution assumption: employee only about $2,157,758 at 4% or $1,438,506 at 6%; with 50% employer match about $1,438,506 at 4% or $959,004 at 6%; with 100% employer match about $1,078,879 at 4% or $719,253 at 6%.
202212$10,899$10,912$5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%.
HUFFMAN WEALTH MANAGEMENT 401(K) PLAN-2$10,899$10,912$5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%.