Iterhic Wealth Advisors LLC
Plan context: Iterhic Wealth Advisors 401(K) Plan
EIN 92-2978821 • Dublin, OH • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$419,248
2024 Contributions
$38,418
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $419,248 | $38,418 | $12,806iApproximate average salary by contribution assumption: employee only about $320,150 at 4% or $213,433 at 6%; with 50% employer match about $213,433 at 4% or $142,289 at 6%; with 100% employer match about $160,075 at 4% or $106,717 at 6%. |
| Iterhic Wealth Advisors 401(K) Plan | - | 3 | $419,248 | $38,418 | $12,806iApproximate average salary by contribution assumption: employee only about $320,150 at 4% or $213,433 at 6%; with 50% employer match about $213,433 at 4% or $142,289 at 6%; with 100% employer match about $160,075 at 4% or $106,717 at 6%. |
| 2023 | 1 | 2 | $315,078 | $276,392 | $138,196iApproximate average salary by contribution assumption: employee only about $3,454,900 at 4% or $2,303,267 at 6%; with 50% employer match about $2,303,267 at 4% or $1,535,511 at 6%; with 100% employer match about $1,727,450 at 4% or $1,151,633 at 6%. |
| Iterhic Wealth Advisors 401(K) Plan | - | 2 | $315,078 | $276,392 | $138,196iApproximate average salary by contribution assumption: employee only about $3,454,900 at 4% or $2,303,267 at 6%; with 50% employer match about $2,303,267 at 4% or $1,535,511 at 6%; with 100% employer match about $1,727,450 at 4% or $1,151,633 at 6%. |