Civic Intelligence

A.G. Wealth Management Advisors Inc.

Plan context: A.G. Wealth Management Advisors Inc. 401(K) Plan

EIN 20-4734489 • Lake Forest, CA • 11 filings • 1 plans

1 Spectrum Pointe Drive #210Lake Forest, CA 92630
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$683,397

2024 Contributions

$79,580

Historical Graphs

Total Assets Over Time

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

$683,397$341,699$0201420192024YearValue
$683,397Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202413$683,397$79,580$26,527iApproximate average salary by contribution assumption: employee only about $663,167 at 4% or $442,111 at 6%; with 50% employer match about $442,111 at 4% or $294,741 at 6%; with 100% employer match about $331,583 at 4% or $221,056 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-3$683,397$79,580$26,527iApproximate average salary by contribution assumption: employee only about $663,167 at 4% or $442,111 at 6%; with 50% employer match about $442,111 at 4% or $294,741 at 6%; with 100% employer match about $331,583 at 4% or $221,056 at 6%.
202313$595,206$82,407$27,469iApproximate average salary by contribution assumption: employee only about $686,725 at 4% or $457,817 at 6%; with 50% employer match about $457,817 at 4% or $305,211 at 6%; with 100% employer match about $343,363 at 4% or $228,908 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-3$595,206$82,407$27,469iApproximate average salary by contribution assumption: employee only about $686,725 at 4% or $457,817 at 6%; with 50% employer match about $457,817 at 4% or $305,211 at 6%; with 100% employer match about $343,363 at 4% or $228,908 at 6%.
202212$505,808$58,265$29,133iApproximate average salary by contribution assumption: employee only about $728,313 at 4% or $485,542 at 6%; with 50% employer match about $485,542 at 4% or $323,694 at 6%; with 100% employer match about $364,156 at 4% or $242,771 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$505,808$58,265$29,133iApproximate average salary by contribution assumption: employee only about $728,313 at 4% or $485,542 at 6%; with 50% employer match about $485,542 at 4% or $323,694 at 6%; with 100% employer match about $364,156 at 4% or $242,771 at 6%.
202112$565,867$57,794$28,897iApproximate average salary by contribution assumption: employee only about $722,425 at 4% or $481,617 at 6%; with 50% employer match about $481,617 at 4% or $321,078 at 6%; with 100% employer match about $361,213 at 4% or $240,808 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$565,867$57,794$28,897iApproximate average salary by contribution assumption: employee only about $722,425 at 4% or $481,617 at 6%; with 50% employer match about $481,617 at 4% or $321,078 at 6%; with 100% employer match about $361,213 at 4% or $240,808 at 6%.
202012$430,878$49,736$24,868iApproximate average salary by contribution assumption: employee only about $621,700 at 4% or $414,467 at 6%; with 50% employer match about $414,467 at 4% or $276,311 at 6%; with 100% employer match about $310,850 at 4% or $207,233 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$430,878$49,736$24,868iApproximate average salary by contribution assumption: employee only about $621,700 at 4% or $414,467 at 6%; with 50% employer match about $414,467 at 4% or $276,311 at 6%; with 100% employer match about $310,850 at 4% or $207,233 at 6%.
201912$345,800$48,241$24,121iApproximate average salary by contribution assumption: employee only about $603,013 at 4% or $402,008 at 6%; with 50% employer match about $402,008 at 4% or $268,006 at 6%; with 100% employer match about $301,506 at 4% or $201,004 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$345,800$48,241$24,121iApproximate average salary by contribution assumption: employee only about $603,013 at 4% or $402,008 at 6%; with 50% employer match about $402,008 at 4% or $268,006 at 6%; with 100% employer match about $301,506 at 4% or $201,004 at 6%.
201812$227,814$48,930$24,465iApproximate average salary by contribution assumption: employee only about $611,625 at 4% or $407,750 at 6%; with 50% employer match about $407,750 at 4% or $271,833 at 6%; with 100% employer match about $305,813 at 4% or $203,875 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$227,814$48,930$24,465iApproximate average salary by contribution assumption: employee only about $611,625 at 4% or $407,750 at 6%; with 50% employer match about $407,750 at 4% or $271,833 at 6%; with 100% employer match about $305,813 at 4% or $203,875 at 6%.
201712$194,734$48,850$24,425iApproximate average salary by contribution assumption: employee only about $610,625 at 4% or $407,083 at 6%; with 50% employer match about $407,083 at 4% or $271,389 at 6%; with 100% employer match about $305,313 at 4% or $203,542 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$194,734$48,850$24,425iApproximate average salary by contribution assumption: employee only about $610,625 at 4% or $407,083 at 6%; with 50% employer match about $407,083 at 4% or $271,389 at 6%; with 100% employer match about $305,313 at 4% or $203,542 at 6%.
201612$131,526$45,320$22,660iApproximate average salary by contribution assumption: employee only about $566,500 at 4% or $377,667 at 6%; with 50% employer match about $377,667 at 4% or $251,778 at 6%; with 100% employer match about $283,250 at 4% or $188,833 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-2$131,526$45,320$22,660iApproximate average salary by contribution assumption: employee only about $566,500 at 4% or $377,667 at 6%; with 50% employer match about $377,667 at 4% or $251,778 at 6%; with 100% employer match about $283,250 at 4% or $188,833 at 6%.
201513$94,594$45,915$15,305iApproximate average salary by contribution assumption: employee only about $382,625 at 4% or $255,083 at 6%; with 50% employer match about $255,083 at 4% or $170,056 at 6%; with 100% employer match about $191,313 at 4% or $127,542 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-3$94,594$45,915$15,305iApproximate average salary by contribution assumption: employee only about $382,625 at 4% or $255,083 at 6%; with 50% employer match about $255,083 at 4% or $170,056 at 6%; with 100% employer match about $191,313 at 4% or $127,542 at 6%.
201413$49,049$46,872$15,624iApproximate average salary by contribution assumption: employee only about $390,600 at 4% or $260,400 at 6%; with 50% employer match about $260,400 at 4% or $173,600 at 6%; with 100% employer match about $195,300 at 4% or $130,200 at 6%.
A.G. Wealth Management Advisors Inc. 401(K) Plan-3$49,049$46,872$15,624iApproximate average salary by contribution assumption: employee only about $390,600 at 4% or $260,400 at 6%; with 50% employer match about $260,400 at 4% or $173,600 at 6%; with 100% employer match about $195,300 at 4% or $130,200 at 6%.