Civic Intelligence

Access Wealth Management

Plan context: Access Wealth Management 401K Plan

EIN 20-1884628 • Louisville, KY • 19 filings • 2 plans

4360 Brownsboro Rd. Ste. 101Louisville, KY 40207
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,064,065

2024 Contributions

$45,065

Historical Graphs

Total Assets Over Time

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

$1,064,065$532,033$0200620162024YearValue
$1,064,065Latest year 2024

Participants Over Time

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

530200620152024YearValue
4Latest 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
202414$1,064,065$45,065$11,266iApproximate average salary by contribution assumption: employee only about $281,656 at 4% or $187,771 at 6%; with 50% employer match about $187,771 at 4% or $125,181 at 6%; with 100% employer match about $140,828 at 4% or $93,885 at 6%.
Access Wealth Management 401K Plan-4$1,064,065$45,065$11,266iApproximate average salary by contribution assumption: employee only about $281,656 at 4% or $187,771 at 6%; with 50% employer match about $187,771 at 4% or $125,181 at 6%; with 100% employer match about $140,828 at 4% or $93,885 at 6%.
202313$904,532$44,481$14,827iApproximate average salary by contribution assumption: employee only about $370,675 at 4% or $247,117 at 6%; with 50% employer match about $247,117 at 4% or $164,744 at 6%; with 100% employer match about $185,338 at 4% or $123,558 at 6%.
Access Wealth Management 401K Plan-3$904,532$44,481$14,827iApproximate average salary by contribution assumption: employee only about $370,675 at 4% or $247,117 at 6%; with 50% employer match about $247,117 at 4% or $164,744 at 6%; with 100% employer match about $185,338 at 4% or $123,558 at 6%.
202213$670,561$54,809$18,270iApproximate average salary by contribution assumption: employee only about $456,742 at 4% or $304,494 at 6%; with 50% employer match about $304,494 at 4% or $202,996 at 6%; with 100% employer match about $228,371 at 4% or $152,247 at 6%.
Access Wealth Management 401K Plan-3$670,561$54,809$18,270iApproximate average salary by contribution assumption: employee only about $456,742 at 4% or $304,494 at 6%; with 50% employer match about $304,494 at 4% or $202,996 at 6%; with 100% employer match about $228,371 at 4% or $152,247 at 6%.
202115$818,420$51,880$10,376iApproximate average salary by contribution assumption: employee only about $259,400 at 4% or $172,933 at 6%; with 50% employer match about $172,933 at 4% or $115,289 at 6%; with 100% employer match about $129,700 at 4% or $86,467 at 6%.
Access Wealth Management 401K Plan-5$818,420$51,880$10,376iApproximate average salary by contribution assumption: employee only about $259,400 at 4% or $172,933 at 6%; with 50% employer match about $172,933 at 4% or $115,289 at 6%; with 100% employer match about $129,700 at 4% or $86,467 at 6%.
202014$619,727$52,421$13,105iApproximate average salary by contribution assumption: employee only about $327,631 at 4% or $218,421 at 6%; with 50% employer match about $218,421 at 4% or $145,614 at 6%; with 100% employer match about $163,816 at 4% or $109,210 at 6%.
Access Wealth Management 401K Plan-4$619,727$52,421$13,105iApproximate average salary by contribution assumption: employee only about $327,631 at 4% or $218,421 at 6%; with 50% employer match about $218,421 at 4% or $145,614 at 6%; with 100% employer match about $163,816 at 4% or $109,210 at 6%.
201914$593,287$55,670$13,918iApproximate average salary by contribution assumption: employee only about $347,938 at 4% or $231,958 at 6%; with 50% employer match about $231,958 at 4% or $154,639 at 6%; with 100% employer match about $173,969 at 4% or $115,979 at 6%.
Access Wealth Management 401K Plan-4$593,287$55,670$13,918iApproximate average salary by contribution assumption: employee only about $347,938 at 4% or $231,958 at 6%; with 50% employer match about $231,958 at 4% or $154,639 at 6%; with 100% employer match about $173,969 at 4% or $115,979 at 6%.
201814$464,385$59,945$14,986iApproximate average salary by contribution assumption: employee only about $374,656 at 4% or $249,771 at 6%; with 50% employer match about $249,771 at 4% or $166,514 at 6%; with 100% employer match about $187,328 at 4% or $124,885 at 6%.
Access Wealth Management 401K Plan-4$464,385$59,945$14,986iApproximate average salary by contribution assumption: employee only about $374,656 at 4% or $249,771 at 6%; with 50% employer match about $249,771 at 4% or $166,514 at 6%; with 100% employer match about $187,328 at 4% or $124,885 at 6%.
201715$459,900$75,979$15,196iApproximate average salary by contribution assumption: employee only about $379,895 at 4% or $253,263 at 6%; with 50% employer match about $253,263 at 4% or $168,842 at 6%; with 100% employer match about $189,948 at 4% or $126,632 at 6%.
Access Wealth Management 401K Plan-5$459,900$75,979$15,196iApproximate average salary by contribution assumption: employee only about $379,895 at 4% or $253,263 at 6%; with 50% employer match about $253,263 at 4% or $168,842 at 6%; with 100% employer match about $189,948 at 4% or $126,632 at 6%.
201615$334,823$48,289$9,658iApproximate average salary by contribution assumption: employee only about $241,445 at 4% or $160,963 at 6%; with 50% employer match about $160,963 at 4% or $107,309 at 6%; with 100% employer match about $120,722 at 4% or $80,482 at 6%.
Access Wealth Management 401K Plan-5$334,823$48,289$9,658iApproximate average salary by contribution assumption: employee only about $241,445 at 4% or $160,963 at 6%; with 50% employer match about $160,963 at 4% or $107,309 at 6%; with 100% employer match about $120,722 at 4% or $80,482 at 6%.
201513$271,290$29,021$9,674iApproximate average salary by contribution assumption: employee only about $241,842 at 4% or $161,228 at 6%; with 50% employer match about $161,228 at 4% or $107,485 at 6%; with 100% employer match about $120,921 at 4% or $80,614 at 6%.
Access Wealth Management 401K Plan-3$271,290$29,021$9,674iApproximate average salary by contribution assumption: employee only about $241,842 at 4% or $161,228 at 6%; with 50% employer match about $161,228 at 4% or $107,485 at 6%; with 100% employer match about $120,921 at 4% or $80,614 at 6%.
201413$247,807$28,622$9,541iApproximate average salary by contribution assumption: employee only about $238,517 at 4% or $159,011 at 6%; with 50% employer match about $159,011 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,506 at 6%.
Access Wealth Management 401K Plan-3$247,807$28,622$9,541iApproximate average salary by contribution assumption: employee only about $238,517 at 4% or $159,011 at 6%; with 50% employer match about $159,011 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,506 at 6%.
201313$210,641$28,531$9,510iApproximate average salary by contribution assumption: employee only about $237,758 at 4% or $158,506 at 6%; with 50% employer match about $158,506 at 4% or $105,670 at 6%; with 100% employer match about $118,879 at 4% or $79,253 at 6%.
Access Wealth Management 401K Plan-3$210,641$28,531$9,510iApproximate average salary by contribution assumption: employee only about $237,758 at 4% or $158,506 at 6%; with 50% employer match about $158,506 at 4% or $105,670 at 6%; with 100% employer match about $118,879 at 4% or $79,253 at 6%.
201213$148,172$27,833$9,278iApproximate average salary by contribution assumption: employee only about $231,942 at 4% or $154,628 at 6%; with 50% employer match about $154,628 at 4% or $103,085 at 6%; with 100% employer match about $115,971 at 4% or $77,314 at 6%.
Access Wealth Management 401K Plan-3$148,172$27,833$9,278iApproximate average salary by contribution assumption: employee only about $231,942 at 4% or $154,628 at 6%; with 50% employer match about $154,628 at 4% or $103,085 at 6%; with 100% employer match about $115,971 at 4% or $77,314 at 6%.
201113$105,856$21,872$7,291iApproximate average salary by contribution assumption: employee only about $182,267 at 4% or $121,511 at 6%; with 50% employer match about $121,511 at 4% or $81,007 at 6%; with 100% employer match about $91,133 at 4% or $60,756 at 6%.
Access Wealth Management 401K Plan-3$105,856$21,872$7,291iApproximate average salary by contribution assumption: employee only about $182,267 at 4% or $121,511 at 6%; with 50% employer match about $121,511 at 4% or $81,007 at 6%; with 100% employer match about $91,133 at 4% or $60,756 at 6%.
201014$93,744$20,288$5,072iApproximate average salary by contribution assumption: employee only about $126,800 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,356 at 6%; with 100% employer match about $63,400 at 4% or $42,267 at 6%.
Access Wealth Management 401K Plan-4$93,744$20,288$5,072iApproximate average salary by contribution assumption: employee only about $126,800 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,356 at 6%; with 100% employer match about $63,400 at 4% or $42,267 at 6%.
200913$64,489$19,378$6,459iApproximate average salary by contribution assumption: employee only about $161,483 at 4% or $107,656 at 6%; with 50% employer match about $107,656 at 4% or $71,770 at 6%; with 100% employer match about $80,742 at 4% or $53,828 at 6%.
Access Wealth Management 401K Plan-3$64,489$19,378$6,459iApproximate average salary by contribution assumption: employee only about $161,483 at 4% or $107,656 at 6%; with 50% employer match about $107,656 at 4% or $71,770 at 6%; with 100% employer match about $80,742 at 4% or $53,828 at 6%.
200812$32,437$18,594$9,297iApproximate average salary by contribution assumption: employee only about $232,425 at 4% or $154,950 at 6%; with 50% employer match about $154,950 at 4% or $103,300 at 6%; with 100% employer match about $116,213 at 4% or $77,475 at 6%.
Access Wealth Management 401K Plan-2$32,437$18,594$9,297iApproximate average salary by contribution assumption: employee only about $232,425 at 4% or $154,950 at 6%; with 50% employer match about $154,950 at 4% or $103,300 at 6%; with 100% employer match about $116,213 at 4% or $77,475 at 6%.
200712$0$0-
Access Wealth Management 401K Plan-2---
200612$10,615$10,627$5,314iApproximate average salary by contribution assumption: employee only about $132,838 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,419 at 4% or $44,279 at 6%.
Access Wealth Management 401K Plan-2$10,615$10,627$5,314iApproximate average salary by contribution assumption: employee only about $132,838 at 4% or $88,558 at 6%; with 50% employer match about $88,558 at 4% or $59,039 at 6%; with 100% employer match about $66,419 at 4% or $44,279 at 6%.