ATTAIN WEALTH PARTNERS
Plan context: ATTAIN WEALTH PARTNERS CASH BALANCE PENSION PLAN
EIN 99-2949530 • Zanesville, OH • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$2,065,301
2025 Contributions
$1,036,540
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 | 2 | 7 | $2,065,301 | $1,036,540 | $148,077iApproximate average salary by contribution assumption: employee only about $3,701,929 at 4% or $2,467,952 at 6%; with 50% employer match about $2,467,952 at 4% or $1,645,302 at 6%; with 100% employer match about $1,850,964 at 4% or $1,233,976 at 6%. |
| ATTAIN WEALTH PARTNERS CASH BALANCE PENSION PLAN | - | 7 | $1,778,792 | $841,050 | $120,150iApproximate average salary by contribution assumption: employee only about $3,003,750 at 4% or $2,002,500 at 6%; with 50% employer match about $2,002,500 at 4% or $1,335,000 at 6%; with 100% employer match about $1,501,875 at 4% or $1,001,250 at 6%. |
| ATTAIN WEALTH PARTNERS RETIREMENT PLAN | - | 7 | $286,509 | $195,490 | $27,927iApproximate average salary by contribution assumption: employee only about $698,179 at 4% or $465,452 at 6%; with 50% employer match about $465,452 at 4% or $310,302 at 6%; with 100% employer match about $349,089 at 4% or $232,726 at 6%. |
| 2024 | 2 | 7 | $831,056 | $832,101 | $118,872iApproximate average salary by contribution assumption: employee only about $2,971,789 at 4% or $1,981,193 at 6%; with 50% employer match about $1,981,193 at 4% or $1,320,795 at 6%; with 100% employer match about $1,485,895 at 4% or $990,596 at 6%. |
| ATTAIN WEALTH PARTNERS CASH BALANCE PENSION PLAN | - | 7 | $770,210 | $773,200 | $110,457iApproximate average salary by contribution assumption: employee only about $2,761,429 at 4% or $1,840,952 at 6%; with 50% employer match about $1,840,952 at 4% or $1,227,302 at 6%; with 100% employer match about $1,380,714 at 4% or $920,476 at 6%. |
| ATTAIN WEALTH PARTNERS RETIREMENT PLAN | - | 5 | $60,846 | $58,901 | $11,780iApproximate average salary by contribution assumption: employee only about $294,505 at 4% or $196,337 at 6%; with 50% employer match about $196,337 at 4% or $130,891 at 6%; with 100% employer match about $147,253 at 4% or $98,168 at 6%. |