Civic Intelligence

New England Guild Wealth Advisors

Plan context: New England Guild Wealth Advisors Cash Balance Plan

EIN 06-1323290 • Avon, CT • 19 filings • 2 plans

139 Simsbury RoadAvon, CT 06001
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$69,624

2023 Contributions

$92

Historical Graphs

Total Assets Over Time

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

$2,281,308$1,140,654$0201420182022YearValue
$69,624Latest year 2022

Participants Over Time

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

740201420182022YearValue
2Latest year 2022

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
202310$0$92-
New England Guild Wealth Advisors Cash Balance Plan-0$0$92-
202222$69,624$804,778$402,389iApproximate average salary by contribution assumption: employee only about $10,059,725 at 4% or $6,706,483 at 6%; with 50% employer match about $6,706,483 at 4% or $4,470,989 at 6%; with 100% employer match about $5,029,863 at 4% or $3,353,242 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-2$69,624$639,254$319,627iApproximate average salary by contribution assumption: employee only about $7,990,675 at 4% or $5,327,117 at 6%; with 50% employer match about $5,327,117 at 4% or $3,551,411 at 6%; with 100% employer match about $3,995,338 at 4% or $2,663,558 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-0$0$165,524-
202126$1,794,439$707,673$117,946iApproximate average salary by contribution assumption: employee only about $2,948,638 at 4% or $1,965,758 at 6%; with 50% employer match about $1,965,758 at 4% or $1,310,506 at 6%; with 100% employer match about $1,474,319 at 4% or $982,879 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-6$911,294$537,200$89,533iApproximate average salary by contribution assumption: employee only about $2,238,333 at 4% or $1,492,222 at 6%; with 50% employer match about $1,492,222 at 4% or $994,815 at 6%; with 100% employer match about $1,119,167 at 4% or $746,111 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$883,145$170,473$28,412iApproximate average salary by contribution assumption: employee only about $710,304 at 4% or $473,536 at 6%; with 50% employer match about $473,536 at 4% or $315,691 at 6%; with 100% employer match about $355,152 at 4% or $236,768 at 6%.
202026$1,219,660$568,521$94,754iApproximate average salary by contribution assumption: employee only about $2,368,838 at 4% or $1,579,225 at 6%; with 50% employer match about $1,579,225 at 4% or $1,052,817 at 6%; with 100% employer match about $1,184,419 at 4% or $789,613 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$642,530$162,947$27,158iApproximate average salary by contribution assumption: employee only about $678,946 at 4% or $452,631 at 6%; with 50% employer match about $452,631 at 4% or $301,754 at 6%; with 100% employer match about $339,473 at 4% or $226,315 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-6$577,130$405,574$67,596iApproximate average salary by contribution assumption: employee only about $1,689,892 at 4% or $1,126,594 at 6%; with 50% employer match about $1,126,594 at 4% or $751,063 at 6%; with 100% employer match about $844,946 at 4% or $563,297 at 6%.
201926$2,281,308$345,991$57,665iApproximate average salary by contribution assumption: employee only about $1,441,629 at 4% or $961,086 at 6%; with 50% employer match about $961,086 at 4% or $640,724 at 6%; with 100% employer match about $720,815 at 4% or $480,543 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-6$1,863,650$189,598$31,600iApproximate average salary by contribution assumption: employee only about $789,992 at 4% or $526,661 at 6%; with 50% employer match about $526,661 at 4% or $351,107 at 6%; with 100% employer match about $394,996 at 4% or $263,331 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$417,658$156,393$26,066iApproximate average salary by contribution assumption: employee only about $651,638 at 4% or $434,425 at 6%; with 50% employer match about $434,425 at 4% or $289,617 at 6%; with 100% employer match about $325,819 at 4% or $217,213 at 6%.
201826$1,734,896$462,390$77,065iApproximate average salary by contribution assumption: employee only about $1,926,625 at 4% or $1,284,417 at 6%; with 50% employer match about $1,284,417 at 4% or $856,278 at 6%; with 100% employer match about $963,313 at 4% or $642,208 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-6$1,523,123$395,000$65,833iApproximate average salary by contribution assumption: employee only about $1,645,833 at 4% or $1,097,222 at 6%; with 50% employer match about $1,097,222 at 4% or $731,481 at 6%; with 100% employer match about $822,917 at 4% or $548,611 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$211,773$67,390$11,232iApproximate average salary by contribution assumption: employee only about $280,792 at 4% or $187,194 at 6%; with 50% employer match about $187,194 at 4% or $124,796 at 6%; with 100% employer match about $140,396 at 4% or $93,597 at 6%.
201727$1,473,385$400,490$57,213iApproximate average salary by contribution assumption: employee only about $1,430,321 at 4% or $953,548 at 6%; with 50% employer match about $953,548 at 4% or $635,698 at 6%; with 100% employer match about $715,161 at 4% or $476,774 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-7$1,249,922$335,340$47,906iApproximate average salary by contribution assumption: employee only about $1,197,643 at 4% or $798,429 at 6%; with 50% employer match about $798,429 at 4% or $532,286 at 6%; with 100% employer match about $598,821 at 4% or $399,214 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$223,463$65,150$10,858iApproximate average salary by contribution assumption: employee only about $271,458 at 4% or $180,972 at 6%; with 50% employer match about $180,972 at 4% or $120,648 at 6%; with 100% employer match about $135,729 at 4% or $90,486 at 6%.
201627$910,720$342,862$48,980iApproximate average salary by contribution assumption: employee only about $1,224,507 at 4% or $816,338 at 6%; with 50% employer match about $816,338 at 4% or $544,225 at 6%; with 100% employer match about $612,254 at 4% or $408,169 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-7$764,949$271,000$38,714iApproximate average salary by contribution assumption: employee only about $967,857 at 4% or $645,238 at 6%; with 50% employer match about $645,238 at 4% or $430,159 at 6%; with 100% employer match about $483,929 at 4% or $322,619 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-7$145,771$71,862$10,266iApproximate average salary by contribution assumption: employee only about $256,650 at 4% or $171,100 at 6%; with 50% employer match about $171,100 at 4% or $114,067 at 6%; with 100% employer match about $128,325 at 4% or $85,550 at 6%.
201527$581,565$364,055$52,008iApproximate average salary by contribution assumption: employee only about $1,300,196 at 4% or $866,798 at 6%; with 50% employer match about $866,798 at 4% or $577,865 at 6%; with 100% employer match about $650,098 at 4% or $433,399 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-7$467,047$291,945$41,706iApproximate average salary by contribution assumption: employee only about $1,042,661 at 4% or $695,107 at 6%; with 50% employer match about $695,107 at 4% or $463,405 at 6%; with 100% employer match about $521,330 at 4% or $347,554 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$114,518$72,110$12,018iApproximate average salary by contribution assumption: employee only about $300,458 at 4% or $200,306 at 6%; with 50% employer match about $200,306 at 4% or $133,537 at 6%; with 100% employer match about $150,229 at 4% or $100,153 at 6%.
201427$231,482$233,539$33,363iApproximate average salary by contribution assumption: employee only about $834,068 at 4% or $556,045 at 6%; with 50% employer match about $556,045 at 4% or $370,697 at 6%; with 100% employer match about $417,034 at 4% or $278,023 at 6%.
New England Guild Wealth Advisors Cash Balance Plan-7$183,948$185,955$26,565iApproximate average salary by contribution assumption: employee only about $664,125 at 4% or $442,750 at 6%; with 50% employer match about $442,750 at 4% or $295,167 at 6%; with 100% employer match about $332,063 at 4% or $221,375 at 6%.
NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN-6$47,534$47,584$7,931iApproximate average salary by contribution assumption: employee only about $198,267 at 4% or $132,178 at 6%; with 50% employer match about $132,178 at 4% or $88,119 at 6%; with 100% employer match about $99,133 at 4% or $66,089 at 6%.