Appalachian Wealth Management LLC
Plan context: Appalachian Wealth Management 401(K) Plan
EIN 88-2392584 • Blairsville, GA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$325,750
2025 Contributions
$44,483
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 | 3 | $325,750 | $44,483 | $14,828iApproximate average salary by contribution assumption: employee only about $370,692 at 4% or $247,128 at 6%; with 50% employer match about $247,128 at 4% or $164,752 at 6%; with 100% employer match about $185,346 at 4% or $123,564 at 6%. |
| Appalachian Wealth Management 401(K) Plan | - | 3 | $325,750 | $44,483 | $14,828iApproximate average salary by contribution assumption: employee only about $370,692 at 4% or $247,128 at 6%; with 50% employer match about $247,128 at 4% or $164,752 at 6%; with 100% employer match about $185,346 at 4% or $123,564 at 6%. |
| 2024 | 1 | 3 | $244,564 | $43,191 | $14,397iApproximate average salary by contribution assumption: employee only about $359,925 at 4% or $239,950 at 6%; with 50% employer match about $239,950 at 4% or $159,967 at 6%; with 100% employer match about $179,963 at 4% or $119,975 at 6%. |
| Appalachian Wealth Management 401(K) Plan | - | 3 | $244,564 | $43,191 | $14,397iApproximate average salary by contribution assumption: employee only about $359,925 at 4% or $239,950 at 6%; with 50% employer match about $239,950 at 4% or $159,967 at 6%; with 100% employer match about $179,963 at 4% or $119,975 at 6%. |
| 2023 | 1 | 3 | $166,687 | $144,823 | $48,274iApproximate average salary by contribution assumption: employee only about $1,206,858 at 4% or $804,572 at 6%; with 50% employer match about $804,572 at 4% or $536,381 at 6%; with 100% employer match about $603,429 at 4% or $402,286 at 6%. |
| Appalachian Wealth Management 401(K) Plan | - | 3 | $166,687 | $144,823 | $48,274iApproximate average salary by contribution assumption: employee only about $1,206,858 at 4% or $804,572 at 6%; with 50% employer match about $804,572 at 4% or $536,381 at 6%; with 100% employer match about $603,429 at 4% or $402,286 at 6%. |