Civic Intelligence

Adviceone LLC

Plan context: Adviceone Advisory Service 401(K) Plan

EIN 06-1616224 • Glastonbury, CT • 23 filings • 4 plans

100 Western BlvdGlastonbury, CT 06033
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$10,754,041

2024 Contributions

$1,740,382

Historical Graphs

Total Assets Over Time

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

$10,754,041$5,377,021$0200320142024YearValue
$10,754,041Latest year 2024

Participants Over Time

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

65330200320132024YearValue
65Latest year 2024

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
2024165$10,754,041$1,740,382$26,775iApproximate average salary by contribution assumption: employee only about $669,378 at 4% or $446,252 at 6%; with 50% employer match about $446,252 at 4% or $297,501 at 6%; with 100% employer match about $334,689 at 4% or $223,126 at 6%.
Adviceone Advisory Service 401(K) Plan-65$10,754,041$1,740,382$26,775iApproximate average salary by contribution assumption: employee only about $669,378 at 4% or $446,252 at 6%; with 50% employer match about $446,252 at 4% or $297,501 at 6%; with 100% employer match about $334,689 at 4% or $223,126 at 6%.
2023154$7,721,477$1,000,283$18,524iApproximate average salary by contribution assumption: employee only about $463,094 at 4% or $308,729 at 6%; with 50% employer match about $308,729 at 4% or $205,820 at 6%; with 100% employer match about $231,547 at 4% or $154,365 at 6%.
Adviceone Advisory Service 401(K) Plan-54$7,721,477$1,000,283$18,524iApproximate average salary by contribution assumption: employee only about $463,094 at 4% or $308,729 at 6%; with 50% employer match about $308,729 at 4% or $205,820 at 6%; with 100% employer match about $231,547 at 4% or $154,365 at 6%.
2022150$5,667,634$997,434$19,949iApproximate average salary by contribution assumption: employee only about $498,717 at 4% or $332,478 at 6%; with 50% employer match about $332,478 at 4% or $221,652 at 6%; with 100% employer match about $249,359 at 4% or $166,239 at 6%.
Adviceone Advisory Service 401(K) Plan-50$5,667,634$997,434$19,949iApproximate average salary by contribution assumption: employee only about $498,717 at 4% or $332,478 at 6%; with 50% employer match about $332,478 at 4% or $221,652 at 6%; with 100% employer match about $249,359 at 4% or $166,239 at 6%.
2021153$6,293,242$819,159$15,456iApproximate average salary by contribution assumption: employee only about $386,396 at 4% or $257,597 at 6%; with 50% employer match about $257,597 at 4% or $171,731 at 6%; with 100% employer match about $193,198 at 4% or $128,799 at 6%.
Adviceone Advisory Service 401(K) Plan-53$6,293,242$819,159$15,456iApproximate average salary by contribution assumption: employee only about $386,396 at 4% or $257,597 at 6%; with 50% employer match about $257,597 at 4% or $171,731 at 6%; with 100% employer match about $193,198 at 4% or $128,799 at 6%.
202010$4,799,848$961,816-
Adviceone Advisory Service 401(K) Plan-0$4,799,848$961,816-
2019152$3,819,651$437,604$8,415iApproximate average salary by contribution assumption: employee only about $210,387 at 4% or $140,258 at 6%; with 50% employer match about $140,258 at 4% or $93,505 at 6%; with 100% employer match about $105,193 at 4% or $70,129 at 6%.
Adviceone Advisory Service 401(K) Plan-52$3,819,651$437,604$8,415iApproximate average salary by contribution assumption: employee only about $210,387 at 4% or $140,258 at 6%; with 50% employer match about $140,258 at 4% or $93,505 at 6%; with 100% employer match about $105,193 at 4% or $70,129 at 6%.
2018155$2,934,476$379,433$6,899iApproximate average salary by contribution assumption: employee only about $172,470 at 4% or $114,980 at 6%; with 50% employer match about $114,980 at 4% or $76,653 at 6%; with 100% employer match about $86,235 at 4% or $57,490 at 6%.
Adviceone Advisory Service 401(K) Plan-55$2,934,476$379,433$6,899iApproximate average salary by contribution assumption: employee only about $172,470 at 4% or $114,980 at 6%; with 50% employer match about $114,980 at 4% or $76,653 at 6%; with 100% employer match about $86,235 at 4% or $57,490 at 6%.
2017146$2,995,734$341,897$7,433iApproximate average salary by contribution assumption: employee only about $185,814 at 4% or $123,876 at 6%; with 50% employer match about $123,876 at 4% or $82,584 at 6%; with 100% employer match about $92,907 at 4% or $61,938 at 6%.
Adviceone Advisory Service 401(K) Plan-46$2,995,734$341,897$7,433iApproximate average salary by contribution assumption: employee only about $185,814 at 4% or $123,876 at 6%; with 50% employer match about $123,876 at 4% or $82,584 at 6%; with 100% employer match about $92,907 at 4% or $61,938 at 6%.
2016140$2,081,221$298,751$7,469iApproximate average salary by contribution assumption: employee only about $186,719 at 4% or $124,480 at 6%; with 50% employer match about $124,480 at 4% or $82,986 at 6%; with 100% employer match about $93,360 at 4% or $62,240 at 6%.
Adviceone Advisory Service 401(K) Plan-40$2,081,221$298,751$7,469iApproximate average salary by contribution assumption: employee only about $186,719 at 4% or $124,480 at 6%; with 50% employer match about $124,480 at 4% or $82,986 at 6%; with 100% employer match about $93,360 at 4% or $62,240 at 6%.
2015132$1,676,826$285,270$8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%.
Adviceone Advisory Service 401(K) Plan-32$1,676,826$285,270$8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%.
2014132$1,409,964$249,676$7,802iApproximate average salary by contribution assumption: employee only about $195,059 at 4% or $130,040 at 6%; with 50% employer match about $130,040 at 4% or $86,693 at 6%; with 100% employer match about $97,530 at 4% or $65,020 at 6%.
Adviceone Advisory Service 401(K) Plan-32$1,409,964$249,676$7,802iApproximate average salary by contribution assumption: employee only about $195,059 at 4% or $130,040 at 6%; with 50% employer match about $130,040 at 4% or $86,693 at 6%; with 100% employer match about $97,530 at 4% or $65,020 at 6%.
2013124$1,123,013$196,063$8,169iApproximate average salary by contribution assumption: employee only about $204,232 at 4% or $136,155 at 6%; with 50% employer match about $136,155 at 4% or $90,770 at 6%; with 100% employer match about $102,116 at 4% or $68,077 at 6%.
Adviceone Advisory Service 401(K) Plan-24$1,123,013$196,063$8,169iApproximate average salary by contribution assumption: employee only about $204,232 at 4% or $136,155 at 6%; with 50% employer match about $136,155 at 4% or $90,770 at 6%; with 100% employer match about $102,116 at 4% or $68,077 at 6%.
2012122$761,257$157,075$7,140iApproximate average salary by contribution assumption: employee only about $178,494 at 4% or $118,996 at 6%; with 50% employer match about $118,996 at 4% or $79,331 at 6%; with 100% employer match about $89,247 at 4% or $59,498 at 6%.
Adviceone Advisory Service 401(K) Plan-22$761,257$157,075$7,140iApproximate average salary by contribution assumption: employee only about $178,494 at 4% or $118,996 at 6%; with 50% employer match about $118,996 at 4% or $79,331 at 6%; with 100% employer match about $89,247 at 4% or $59,498 at 6%.
2011118$525,345$127,691$7,094iApproximate average salary by contribution assumption: employee only about $177,349 at 4% or $118,232 at 6%; with 50% employer match about $118,232 at 4% or $78,822 at 6%; with 100% employer match about $88,674 at 4% or $59,116 at 6%.
Adviceone Advisory Service 401(K) Plan-18$525,345$127,691$7,094iApproximate average salary by contribution assumption: employee only about $177,349 at 4% or $118,232 at 6%; with 50% employer match about $118,232 at 4% or $78,822 at 6%; with 100% employer match about $88,674 at 4% or $59,116 at 6%.
2010118$434,882$84,990$4,722iApproximate average salary by contribution assumption: employee only about $118,042 at 4% or $78,694 at 6%; with 50% employer match about $78,694 at 4% or $52,463 at 6%; with 100% employer match about $59,021 at 4% or $39,347 at 6%.
Adviceone Advisory Service 401(K) Plan-18$434,882$84,990$4,722iApproximate average salary by contribution assumption: employee only about $118,042 at 4% or $78,694 at 6%; with 50% employer match about $78,694 at 4% or $52,463 at 6%; with 100% employer match about $59,021 at 4% or $39,347 at 6%.
2009115$307,920$54,989$3,666iApproximate average salary by contribution assumption: employee only about $91,648 at 4% or $61,099 at 6%; with 50% employer match about $61,099 at 4% or $40,733 at 6%; with 100% employer match about $45,824 at 4% or $30,549 at 6%.
Adviceone Advisory Service 401(K) Plan-15$307,920$54,989$3,666iApproximate average salary by contribution assumption: employee only about $91,648 at 4% or $61,099 at 6%; with 50% employer match about $61,099 at 4% or $40,733 at 6%; with 100% employer match about $45,824 at 4% or $30,549 at 6%.
2008111$169,584$53,680$4,880iApproximate average salary by contribution assumption: employee only about $122,000 at 4% or $81,333 at 6%; with 50% employer match about $81,333 at 4% or $54,222 at 6%; with 100% employer match about $61,000 at 4% or $40,667 at 6%.
Adviceone Advisory Service 401(K) Plan-11$169,584$53,680$4,880iApproximate average salary by contribution assumption: employee only about $122,000 at 4% or $81,333 at 6%; with 50% employer match about $81,333 at 4% or $54,222 at 6%; with 100% employer match about $61,000 at 4% or $40,667 at 6%.
200718$231,840$51,309$6,414iApproximate average salary by contribution assumption: employee only about $160,341 at 4% or $106,894 at 6%; with 50% employer match about $106,894 at 4% or $71,263 at 6%; with 100% employer match about $80,170 at 4% or $53,447 at 6%.
Adviceone Advisory Service 401(K) Plan-8$231,840$51,309$6,414iApproximate average salary by contribution assumption: employee only about $160,341 at 4% or $106,894 at 6%; with 50% employer match about $106,894 at 4% or $71,263 at 6%; with 100% employer match about $80,170 at 4% or $53,447 at 6%.
2006110$170,170$47,317$4,732iApproximate average salary by contribution assumption: employee only about $118,293 at 4% or $78,862 at 6%; with 50% employer match about $78,862 at 4% or $52,574 at 6%; with 100% employer match about $59,146 at 4% or $39,431 at 6%.
Adviceone Advisory Service 401(K) Plan-10$170,170$47,317$4,732iApproximate average salary by contribution assumption: employee only about $118,293 at 4% or $78,862 at 6%; with 50% employer match about $78,862 at 4% or $52,574 at 6%; with 100% employer match about $59,146 at 4% or $39,431 at 6%.
2005110$118,167$40,729$4,073iApproximate average salary by contribution assumption: employee only about $101,823 at 4% or $67,882 at 6%; with 50% employer match about $67,882 at 4% or $45,254 at 6%; with 100% employer match about $50,911 at 4% or $33,941 at 6%.
Adviceone Advisory Service 401(K) Plan-10$118,167$40,729$4,073iApproximate average salary by contribution assumption: employee only about $101,823 at 4% or $67,882 at 6%; with 50% employer match about $67,882 at 4% or $45,254 at 6%; with 100% employer match about $50,911 at 4% or $33,941 at 6%.
200418$69,006$32,663$4,083iApproximate average salary by contribution assumption: employee only about $102,072 at 4% or $68,048 at 6%; with 50% employer match about $68,048 at 4% or $45,365 at 6%; with 100% employer match about $51,036 at 4% or $34,024 at 6%.
Adviceone Advisory Service 401(K) Plan-8$69,006$32,663$4,083iApproximate average salary by contribution assumption: employee only about $102,072 at 4% or $68,048 at 6%; with 50% employer match about $68,048 at 4% or $45,365 at 6%; with 100% employer match about $51,036 at 4% or $34,024 at 6%.
2003113$39,978$23,736$1,826iApproximate average salary by contribution assumption: employee only about $45,646 at 4% or $30,431 at 6%; with 50% employer match about $30,431 at 4% or $20,287 at 6%; with 100% employer match about $22,823 at 4% or $15,215 at 6%.
Adviceone Advisory Service 401(K) Plan-13$39,978$23,736$1,826iApproximate average salary by contribution assumption: employee only about $45,646 at 4% or $30,431 at 6%; with 50% employer match about $30,431 at 4% or $20,287 at 6%; with 100% employer match about $22,823 at 4% or $15,215 at 6%.
200210$0$0-
Adviceone Advisory Service 401(K) Plan-0---