LOGAN MARLEY WEALTH ADVISORS L
Plan context: LOGAN MARLEY WEALTH ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST
EIN 99-1405272 • Clearwater, FL • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$71,334
2025 Contributions
$64,351
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 | $71,334 | $64,351 | $21,450iApproximate average salary by contribution assumption: employee only about $536,258 at 4% or $357,506 at 6%; with 50% employer match about $357,506 at 4% or $238,337 at 6%; with 100% employer match about $268,129 at 4% or $178,753 at 6%. |
| LOGAN MARLEY WEALTH ADVISORS L 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $71,334 | $64,351 | $21,450iApproximate average salary by contribution assumption: employee only about $536,258 at 4% or $357,506 at 6%; with 50% employer match about $357,506 at 4% or $238,337 at 6%; with 100% employer match about $268,129 at 4% or $178,753 at 6%. |