Advanced Wealth Advisors LLC
Plan context: Advanced Wealth Advisors LLC Profit Sharing Plan and Trust
EIN 22-3893572 • 4 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
4
2006 Assets
$2,244,359
2006 Contributions
$8,000
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Advanced Wealth Advisors LLC Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2005 | 1 | 4 | $2,244,359 | $0 | - |
| Advanced Wealth Advisors LLC Profit Sharing Plan and Trust | - | 4 | $2,244,359 | - | - |
| 2004 | 1 | 4 | $2,186,606 | $8,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Advanced Wealth Advisors LLC Profit Sharing Plan and Trust | - | 4 | $2,186,606 | $8,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2003 | 1 | 4 | $6,000 | $6,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Advanced Wealth Advisors LLC Profit Sharing Plan and Trust | - | 4 | $6,000 | $6,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |