Civic Intelligence

Wealth Advisory Group Inc.

Plan context: Wealth Advisory Group Inc. 401K Profit Sharing Plan

EIN 20-8192117 • Roseville, CA • 18 filings • 2 plans

967 Reserve DriveRoseville, CA 95678-1340
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,750,710

2024 Contributions

$139,263

Historical Graphs

Total Assets Over Time

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

$2,722,310$1,361,155$0200820162024YearValue
$1,750,710Latest year 2024

Participants Over Time

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

630200820162024YearValue
6Latest 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
202416$1,750,710$139,263$23,211iApproximate average salary by contribution assumption: employee only about $580,263 at 4% or $386,842 at 6%; with 50% employer match about $386,842 at 4% or $257,894 at 6%; with 100% employer match about $290,131 at 4% or $193,421 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-6$1,750,710$139,263$23,211iApproximate average salary by contribution assumption: employee only about $580,263 at 4% or $386,842 at 6%; with 50% employer match about $386,842 at 4% or $257,894 at 6%; with 100% employer match about $290,131 at 4% or $193,421 at 6%.
202326$2,722,310$247,320$41,220iApproximate average salary by contribution assumption: employee only about $1,030,500 at 4% or $687,000 at 6%; with 50% employer match about $687,000 at 4% or $458,000 at 6%; with 100% employer match about $515,250 at 4% or $343,500 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-6$1,361,155$123,660$20,610iApproximate average salary by contribution assumption: employee only about $515,250 at 4% or $343,500 at 6%; with 50% employer match about $343,500 at 4% or $229,000 at 6%; with 100% employer match about $257,625 at 4% or $171,750 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-6$1,361,155$123,660$20,610iApproximate average salary by contribution assumption: employee only about $515,250 at 4% or $343,500 at 6%; with 50% employer match about $343,500 at 4% or $229,000 at 6%; with 100% employer match about $257,625 at 4% or $171,750 at 6%.
202215$1,056,399$117,159$23,432iApproximate average salary by contribution assumption: employee only about $585,795 at 4% or $390,530 at 6%; with 50% employer match about $390,530 at 4% or $260,353 at 6%; with 100% employer match about $292,898 at 4% or $195,265 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-5$1,056,399$117,159$23,432iApproximate average salary by contribution assumption: employee only about $585,795 at 4% or $390,530 at 6%; with 50% employer match about $390,530 at 4% or $260,353 at 6%; with 100% employer match about $292,898 at 4% or $195,265 at 6%.
202114$1,160,597$196,544$49,136iApproximate average salary by contribution assumption: employee only about $1,228,400 at 4% or $818,933 at 6%; with 50% employer match about $818,933 at 4% or $545,956 at 6%; with 100% employer match about $614,200 at 4% or $409,467 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$1,160,597$196,544$49,136iApproximate average salary by contribution assumption: employee only about $1,228,400 at 4% or $818,933 at 6%; with 50% employer match about $818,933 at 4% or $545,956 at 6%; with 100% employer match about $614,200 at 4% or $409,467 at 6%.
202014$850,544$113,486$28,372iApproximate average salary by contribution assumption: employee only about $709,288 at 4% or $472,858 at 6%; with 50% employer match about $472,858 at 4% or $315,239 at 6%; with 100% employer match about $354,644 at 4% or $236,429 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$850,544$113,486$28,372iApproximate average salary by contribution assumption: employee only about $709,288 at 4% or $472,858 at 6%; with 50% employer match about $472,858 at 4% or $315,239 at 6%; with 100% employer match about $354,644 at 4% or $236,429 at 6%.
201914$617,501$96,836$24,209iApproximate average salary by contribution assumption: employee only about $605,225 at 4% or $403,483 at 6%; with 50% employer match about $403,483 at 4% or $268,989 at 6%; with 100% employer match about $302,613 at 4% or $201,742 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$617,501$96,836$24,209iApproximate average salary by contribution assumption: employee only about $605,225 at 4% or $403,483 at 6%; with 50% employer match about $403,483 at 4% or $268,989 at 6%; with 100% employer match about $302,613 at 4% or $201,742 at 6%.
201814$452,054$110,517$27,629iApproximate average salary by contribution assumption: employee only about $690,731 at 4% or $460,488 at 6%; with 50% employer match about $460,488 at 4% or $306,992 at 6%; with 100% employer match about $345,366 at 4% or $230,244 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$452,054$110,517$27,629iApproximate average salary by contribution assumption: employee only about $690,731 at 4% or $460,488 at 6%; with 50% employer match about $460,488 at 4% or $306,992 at 6%; with 100% employer match about $345,366 at 4% or $230,244 at 6%.
201714$390,296$55,084$13,771iApproximate average salary by contribution assumption: employee only about $344,275 at 4% or $229,517 at 6%; with 50% employer match about $229,517 at 4% or $153,011 at 6%; with 100% employer match about $172,138 at 4% or $114,758 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$390,296$55,084$13,771iApproximate average salary by contribution assumption: employee only about $344,275 at 4% or $229,517 at 6%; with 50% employer match about $229,517 at 4% or $153,011 at 6%; with 100% employer match about $172,138 at 4% or $114,758 at 6%.
201614$391,622$49,136$12,284iApproximate average salary by contribution assumption: employee only about $307,100 at 4% or $204,733 at 6%; with 50% employer match about $204,733 at 4% or $136,489 at 6%; with 100% employer match about $153,550 at 4% or $102,367 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$391,622$49,136$12,284iApproximate average salary by contribution assumption: employee only about $307,100 at 4% or $204,733 at 6%; with 50% employer match about $204,733 at 4% or $136,489 at 6%; with 100% employer match about $153,550 at 4% or $102,367 at 6%.
201513$320,101$34,400$11,467iApproximate average salary by contribution assumption: employee only about $286,667 at 4% or $191,111 at 6%; with 50% employer match about $191,111 at 4% or $127,407 at 6%; with 100% employer match about $143,333 at 4% or $95,556 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-3$320,101$34,400$11,467iApproximate average salary by contribution assumption: employee only about $286,667 at 4% or $191,111 at 6%; with 50% employer match about $191,111 at 4% or $127,407 at 6%; with 100% employer match about $143,333 at 4% or $95,556 at 6%.
201413$298,531$33,466$11,155iApproximate average salary by contribution assumption: employee only about $278,883 at 4% or $185,922 at 6%; with 50% employer match about $185,922 at 4% or $123,948 at 6%; with 100% employer match about $139,442 at 4% or $92,961 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-3$298,531$33,466$11,155iApproximate average salary by contribution assumption: employee only about $278,883 at 4% or $185,922 at 6%; with 50% employer match about $185,922 at 4% or $123,948 at 6%; with 100% employer match about $139,442 at 4% or $92,961 at 6%.
201316$283,488$37,873$6,312iApproximate average salary by contribution assumption: employee only about $157,804 at 4% or $105,203 at 6%; with 50% employer match about $105,203 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,601 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-6$283,488$37,873$6,312iApproximate average salary by contribution assumption: employee only about $157,804 at 4% or $105,203 at 6%; with 50% employer match about $105,203 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,601 at 6%.
201214$222,882$32,998$8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$222,882$32,998$8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%.
201114$200,101$32,302$8,076iApproximate average salary by contribution assumption: employee only about $201,888 at 4% or $134,592 at 6%; with 50% employer match about $134,592 at 4% or $89,728 at 6%; with 100% employer match about $100,944 at 4% or $67,296 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$200,101$32,302$8,076iApproximate average salary by contribution assumption: employee only about $201,888 at 4% or $134,592 at 6%; with 50% employer match about $134,592 at 4% or $89,728 at 6%; with 100% employer match about $100,944 at 4% or $67,296 at 6%.
201013$175,382$25,283$8,428iApproximate average salary by contribution assumption: employee only about $210,692 at 4% or $140,461 at 6%; with 50% employer match about $140,461 at 4% or $93,641 at 6%; with 100% employer match about $105,346 at 4% or $70,231 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-3$175,382$25,283$8,428iApproximate average salary by contribution assumption: employee only about $210,692 at 4% or $140,461 at 6%; with 50% employer match about $140,461 at 4% or $93,641 at 6%; with 100% employer match about $105,346 at 4% or $70,231 at 6%.
200915$146,410$34,143$6,829iApproximate average salary by contribution assumption: employee only about $170,715 at 4% or $113,810 at 6%; with 50% employer match about $113,810 at 4% or $75,873 at 6%; with 100% employer match about $85,358 at 4% or $56,905 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-5$146,410$34,143$6,829iApproximate average salary by contribution assumption: employee only about $170,715 at 4% or $113,810 at 6%; with 50% employer match about $113,810 at 4% or $75,873 at 6%; with 100% employer match about $85,358 at 4% or $56,905 at 6%.
200814$93,266$34,011$8,503iApproximate average salary by contribution assumption: employee only about $212,569 at 4% or $141,713 at 6%; with 50% employer match about $141,713 at 4% or $94,475 at 6%; with 100% employer match about $106,284 at 4% or $70,856 at 6%.
Wealth Advisory Group Inc. 401K Profit Sharing Plan-4$93,266$34,011$8,503iApproximate average salary by contribution assumption: employee only about $212,569 at 4% or $141,713 at 6%; with 50% employer match about $141,713 at 4% or $94,475 at 6%; with 100% employer match about $106,284 at 4% or $70,856 at 6%.