Civic Intelligence

LOGAN FINANCIAL GROUP, LLC

Plan context: LOGAN + REED WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN

EIN 93-3872654 • Upper Arlington, OH • 3 filings • 1 plans

3100 Tremont St.Suite 210Upper Arlington, OH 43221
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,938,513

2025 Contributions

$219,471

Historical Graphs

Total Assets Over Time

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

$1,938,513$969,257$0202320242025YearValue
$1,938,513Latest year 2025

Participants Over Time

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

740202320242025YearValue
7Latest 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
202517$1,938,513$219,471$31,353iApproximate average salary by contribution assumption: employee only about $783,825 at 4% or $522,550 at 6%; with 50% employer match about $522,550 at 4% or $348,367 at 6%; with 100% employer match about $391,913 at 4% or $261,275 at 6%.
LOGAN + REED WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN-7$1,938,513$219,471$31,353iApproximate average salary by contribution assumption: employee only about $783,825 at 4% or $522,550 at 6%; with 50% employer match about $522,550 at 4% or $348,367 at 6%; with 100% employer match about $391,913 at 4% or $261,275 at 6%.
202417$1,566,129$183,467$26,210iApproximate average salary by contribution assumption: employee only about $655,239 at 4% or $436,826 at 6%; with 50% employer match about $436,826 at 4% or $291,217 at 6%; with 100% employer match about $327,620 at 4% or $218,413 at 6%.
LOGAN + REED WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN-7$1,566,129$183,467$26,210iApproximate average salary by contribution assumption: employee only about $655,239 at 4% or $436,826 at 6%; with 50% employer match about $436,826 at 4% or $291,217 at 6%; with 100% employer match about $327,620 at 4% or $218,413 at 6%.
202316$1,631,081$144,750$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.
LOGAN + REED WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN-6$1,631,081$144,750$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.