MERIDIEM ADVISORY GROUP, LLC
Plan context: MERIDIEM ADVISORY GROUP, LLC 401(K) PLAN
EIN 20-1475050 • Montgomery, AL • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,840,252
2025 Contributions
$316,637
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 | 14 | $1,840,252 | $316,637 | $22,617iApproximate average salary by contribution assumption: employee only about $565,423 at 4% or $376,949 at 6%; with 50% employer match about $376,949 at 4% or $251,299 at 6%; with 100% employer match about $282,712 at 4% or $188,474 at 6%. |
| MERIDIEM ADVISORY GROUP, LLC 401(K) PLAN | - | 14 | $1,840,252 | $316,637 | $22,617iApproximate average salary by contribution assumption: employee only about $565,423 at 4% or $376,949 at 6%; with 50% employer match about $376,949 at 4% or $251,299 at 6%; with 100% employer match about $282,712 at 4% or $188,474 at 6%. |
| 2024 | 1 | 14 | $1,706,048 | $338,358 | $24,168iApproximate average salary by contribution assumption: employee only about $604,211 at 4% or $402,807 at 6%; with 50% employer match about $402,807 at 4% or $268,538 at 6%; with 100% employer match about $302,105 at 4% or $201,404 at 6%. |
| MERIDIEM ADVISORY GROUP, LLC 401(K) PLAN | - | 14 | $1,706,048 | $338,358 | $24,168iApproximate average salary by contribution assumption: employee only about $604,211 at 4% or $402,807 at 6%; with 50% employer match about $402,807 at 4% or $268,538 at 6%; with 100% employer match about $302,105 at 4% or $201,404 at 6%. |
| 2023 | 1 | 12 | $1,249,181 | $339,115 | $28,260iApproximate average salary by contribution assumption: employee only about $706,490 at 4% or $470,993 at 6%; with 50% employer match about $470,993 at 4% or $313,995 at 6%; with 100% employer match about $353,245 at 4% or $235,497 at 6%. |
| MERIDIEM ADVISORY GROUP, LLC 401(K) PLAN | - | 12 | $1,249,181 | $339,115 | $28,260iApproximate average salary by contribution assumption: employee only about $706,490 at 4% or $470,993 at 6%; with 50% employer match about $470,993 at 4% or $313,995 at 6%; with 100% employer match about $353,245 at 4% or $235,497 at 6%. |
| 2022 | 1 | 11 | $776,265 | $683,214 | $62,110iApproximate average salary by contribution assumption: employee only about $1,552,759 at 4% or $1,035,173 at 6%; with 50% employer match about $1,035,173 at 4% or $690,115 at 6%; with 100% employer match about $776,380 at 4% or $517,586 at 6%. |
| GATEWAY PARTNERS, LLC 401(K) PROFIT SHARING PLAN | - | 11 | $776,265 | $683,214 | $62,110iApproximate average salary by contribution assumption: employee only about $1,552,759 at 4% or $1,035,173 at 6%; with 50% employer match about $1,035,173 at 4% or $690,115 at 6%; with 100% employer match about $776,380 at 4% or $517,586 at 6%. |
| 2021 | 1 | 10 | $160,695 | $159,945 | $15,995iApproximate average salary by contribution assumption: employee only about $399,863 at 4% or $266,575 at 6%; with 50% employer match about $266,575 at 4% or $177,717 at 6%; with 100% employer match about $199,931 at 4% or $133,288 at 6%. |
| GATEWAY PARTNERS, LLC 401(K) PROFIT SHARING PLAN | - | 10 | $160,695 | $159,945 | $15,995iApproximate average salary by contribution assumption: employee only about $399,863 at 4% or $266,575 at 6%; with 50% employer match about $266,575 at 4% or $177,717 at 6%; with 100% employer match about $199,931 at 4% or $133,288 at 6%. |