Adeptus Advisors LLC
Plan context: ADEPTUS ADVISORS LLC 401(K) PLAN
EIN 92-1472936 • Ocean, NJ • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
149
2025 Assets
$8,502,115
2025 Contributions
$1,067,231
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 | 149 | $0 | $0 | - |
| Adeptus Advisors LLC Health and Welfare Benefit Plan | - | 149 | - | - | - |
| 2024 | 2 | 153 | $8,502,115 | $1,067,231 | $6,975iApproximate average salary by contribution assumption: employee only about $174,384 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%. |
| ADEPTUS ADVISORS LLC 401(K) PLAN | - | 88 | $8,502,115 | $1,067,231 | $12,128iApproximate average salary by contribution assumption: employee only about $303,191 at 4% or $202,127 at 6%; with 50% employer match about $202,127 at 4% or $134,751 at 6%; with 100% employer match about $151,595 at 4% or $101,064 at 6%. |
| Adeptus Advisors LLC Health and Welfare Benefit Plan | - | 153 | - | - | - |
| 2023 | 1 | 78 | $7,086,420 | $898,616 | $11,521iApproximate average salary by contribution assumption: employee only about $288,018 at 4% or $192,012 at 6%; with 50% employer match about $192,012 at 4% or $128,008 at 6%; with 100% employer match about $144,009 at 4% or $96,006 at 6%. |
| ADEPTUS ADVISORS LLC 401(K) PLAN | - | 78 | $7,086,420 | $898,616 | $11,521iApproximate average salary by contribution assumption: employee only about $288,018 at 4% or $192,012 at 6%; with 50% employer match about $192,012 at 4% or $128,008 at 6%; with 100% employer match about $144,009 at 4% or $96,006 at 6%. |