Civic Intelligence

Sard Wealth Management Group LLC

Plan context: Sard Wealth Management Group LLC 401(K) P/S Plan

EIN 20-3682838 • Atlanta, GA • 6 filings • 2 plans

5605 Glenridge DrSuite 895Atlanta, GA 30342
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$403,647

2013 Contributions

$66,870

Historical Graphs

Total Assets Over Time

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

$403,647$201,824$0200820112013YearValue
$403,647Latest year 2013

Participants Over Time

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

420200820112013YearValue
4Latest year 2013

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
201314$403,647$66,870$16,718iApproximate average salary by contribution assumption: employee only about $417,938 at 4% or $278,625 at 6%; with 50% employer match about $278,625 at 4% or $185,750 at 6%; with 100% employer match about $208,969 at 4% or $139,313 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-4$403,647$66,870$16,718iApproximate average salary by contribution assumption: employee only about $417,938 at 4% or $278,625 at 6%; with 50% employer match about $278,625 at 4% or $185,750 at 6%; with 100% employer match about $208,969 at 4% or $139,313 at 6%.
201214$262,947$65,190$16,298iApproximate average salary by contribution assumption: employee only about $407,438 at 4% or $271,625 at 6%; with 50% employer match about $271,625 at 4% or $181,083 at 6%; with 100% employer match about $203,719 at 4% or $135,813 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-4$262,947$65,190$16,298iApproximate average salary by contribution assumption: employee only about $407,438 at 4% or $271,625 at 6%; with 50% employer match about $271,625 at 4% or $181,083 at 6%; with 100% employer match about $203,719 at 4% or $135,813 at 6%.
201114$169,709$54,012$13,503iApproximate average salary by contribution assumption: employee only about $337,575 at 4% or $225,050 at 6%; with 50% employer match about $225,050 at 4% or $150,033 at 6%; with 100% employer match about $168,788 at 4% or $112,525 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-4$169,709$54,012$13,503iApproximate average salary by contribution assumption: employee only about $337,575 at 4% or $225,050 at 6%; with 50% employer match about $225,050 at 4% or $150,033 at 6%; with 100% employer match about $168,788 at 4% or $112,525 at 6%.
201014$119,972$53,197$13,299iApproximate average salary by contribution assumption: employee only about $332,481 at 4% or $221,654 at 6%; with 50% employer match about $221,654 at 4% or $147,769 at 6%; with 100% employer match about $166,241 at 4% or $110,827 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-4$119,972$53,197$13,299iApproximate average salary by contribution assumption: employee only about $332,481 at 4% or $221,654 at 6%; with 50% employer match about $221,654 at 4% or $147,769 at 6%; with 100% employer match about $166,241 at 4% or $110,827 at 6%.
200914$60,222$32,538$8,135iApproximate average salary by contribution assumption: employee only about $203,363 at 4% or $135,575 at 6%; with 50% employer match about $135,575 at 4% or $90,383 at 6%; with 100% employer match about $101,681 at 4% or $67,788 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-4$60,222$32,538$8,135iApproximate average salary by contribution assumption: employee only about $203,363 at 4% or $135,575 at 6%; with 50% employer match about $135,575 at 4% or $90,383 at 6%; with 100% employer match about $101,681 at 4% or $67,788 at 6%.
200813$19,320$29,212$9,737iApproximate average salary by contribution assumption: employee only about $243,433 at 4% or $162,289 at 6%; with 50% employer match about $162,289 at 4% or $108,193 at 6%; with 100% employer match about $121,717 at 4% or $81,144 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$19,320$29,212$9,737iApproximate average salary by contribution assumption: employee only about $243,433 at 4% or $162,289 at 6%; with 50% employer match about $162,289 at 4% or $108,193 at 6%; with 100% employer match about $121,717 at 4% or $81,144 at 6%.