Civic Intelligence

Conservest Capital Advisors

Plan context: Conservest Capital Advisors 401K Profit Sharing Plan & Trust

EIN 23-2728127 • Wynnewood, PA • 25 filings • 6 plans

257 E Lancaster Ave Ste 205Wynnewood, PA 19096-1932
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,719,140

2024 Contributions

$232,525

Historical Graphs

Total Assets Over Time

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

$4,719,140$2,359,570$0199920122024YearValue
$4,719,140Latest year 2024

Participants Over Time

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

840199920122024YearValue
8Latest 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
202418$4,719,140$232,525$29,066iApproximate average salary by contribution assumption: employee only about $726,641 at 4% or $484,427 at 6%; with 50% employer match about $484,427 at 4% or $322,951 at 6%; with 100% employer match about $363,320 at 4% or $242,214 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-8$4,719,140$232,525$29,066iApproximate average salary by contribution assumption: employee only about $726,641 at 4% or $484,427 at 6%; with 50% employer match about $484,427 at 4% or $322,951 at 6%; with 100% employer match about $363,320 at 4% or $242,214 at 6%.
202318$4,080,749$228,824$28,603iApproximate average salary by contribution assumption: employee only about $715,075 at 4% or $476,717 at 6%; with 50% employer match about $476,717 at 4% or $317,811 at 6%; with 100% employer match about $357,538 at 4% or $238,358 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-8$4,080,749$228,824$28,603iApproximate average salary by contribution assumption: employee only about $715,075 at 4% or $476,717 at 6%; with 50% employer match about $476,717 at 4% or $317,811 at 6%; with 100% employer match about $357,538 at 4% or $238,358 at 6%.
202217$3,214,918$200,352$28,622iApproximate average salary by contribution assumption: employee only about $715,543 at 4% or $477,029 at 6%; with 50% employer match about $477,029 at 4% or $318,019 at 6%; with 100% employer match about $357,771 at 4% or $238,514 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$3,214,918$200,352$28,622iApproximate average salary by contribution assumption: employee only about $715,543 at 4% or $477,029 at 6%; with 50% employer match about $477,029 at 4% or $318,019 at 6%; with 100% employer match about $357,771 at 4% or $238,514 at 6%.
202118$3,601,908$197,493$24,687iApproximate average salary by contribution assumption: employee only about $617,166 at 4% or $411,444 at 6%; with 50% employer match about $411,444 at 4% or $274,296 at 6%; with 100% employer match about $308,583 at 4% or $205,722 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-8$3,601,908$197,493$24,687iApproximate average salary by contribution assumption: employee only about $617,166 at 4% or $411,444 at 6%; with 50% employer match about $411,444 at 4% or $274,296 at 6%; with 100% employer match about $308,583 at 4% or $205,722 at 6%.
202017$2,918,833$155,900$22,271iApproximate average salary by contribution assumption: employee only about $556,786 at 4% or $371,190 at 6%; with 50% employer match about $371,190 at 4% or $247,460 at 6%; with 100% employer match about $278,393 at 4% or $185,595 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$2,918,833$155,900$22,271iApproximate average salary by contribution assumption: employee only about $556,786 at 4% or $371,190 at 6%; with 50% employer match about $371,190 at 4% or $247,460 at 6%; with 100% employer match about $278,393 at 4% or $185,595 at 6%.
201917$2,379,936$163,833$23,405iApproximate average salary by contribution assumption: employee only about $585,118 at 4% or $390,079 at 6%; with 50% employer match about $390,079 at 4% or $260,052 at 6%; with 100% employer match about $292,559 at 4% or $195,039 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$2,379,936$163,833$23,405iApproximate average salary by contribution assumption: employee only about $585,118 at 4% or $390,079 at 6%; with 50% employer match about $390,079 at 4% or $260,052 at 6%; with 100% employer match about $292,559 at 4% or $195,039 at 6%.
201817$2,410,727$169,741$24,249iApproximate average salary by contribution assumption: employee only about $606,218 at 4% or $404,145 at 6%; with 50% employer match about $404,145 at 4% or $269,430 at 6%; with 100% employer match about $303,109 at 4% or $202,073 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$2,410,727$169,741$24,249iApproximate average salary by contribution assumption: employee only about $606,218 at 4% or $404,145 at 6%; with 50% employer match about $404,145 at 4% or $269,430 at 6%; with 100% employer match about $303,109 at 4% or $202,073 at 6%.
201717$2,419,294$165,904$23,701iApproximate average salary by contribution assumption: employee only about $592,514 at 4% or $395,010 at 6%; with 50% employer match about $395,010 at 4% or $263,340 at 6%; with 100% employer match about $296,257 at 4% or $197,505 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$2,419,294$165,904$23,701iApproximate average salary by contribution assumption: employee only about $592,514 at 4% or $395,010 at 6%; with 50% employer match about $395,010 at 4% or $263,340 at 6%; with 100% employer match about $296,257 at 4% or $197,505 at 6%.
201616$1,873,592$140,771$23,462iApproximate average salary by contribution assumption: employee only about $586,546 at 4% or $391,031 at 6%; with 50% employer match about $391,031 at 4% or $260,687 at 6%; with 100% employer match about $293,273 at 4% or $195,515 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-6$1,873,592$140,771$23,462iApproximate average salary by contribution assumption: employee only about $586,546 at 4% or $391,031 at 6%; with 50% employer match about $391,031 at 4% or $260,687 at 6%; with 100% employer match about $293,273 at 4% or $195,515 at 6%.
201516$1,654,819$148,594$24,766iApproximate average salary by contribution assumption: employee only about $619,142 at 4% or $412,761 at 6%; with 50% employer match about $412,761 at 4% or $275,174 at 6%; with 100% employer match about $309,571 at 4% or $206,381 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-6$1,654,819$148,594$24,766iApproximate average salary by contribution assumption: employee only about $619,142 at 4% or $412,761 at 6%; with 50% employer match about $412,761 at 4% or $275,174 at 6%; with 100% employer match about $309,571 at 4% or $206,381 at 6%.
201415$1,488,586$122,441$24,488iApproximate average salary by contribution assumption: employee only about $612,205 at 4% or $408,137 at 6%; with 50% employer match about $408,137 at 4% or $272,091 at 6%; with 100% employer match about $306,103 at 4% or $204,068 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-5$1,488,586$122,441$24,488iApproximate average salary by contribution assumption: employee only about $612,205 at 4% or $408,137 at 6%; with 50% employer match about $408,137 at 4% or $272,091 at 6%; with 100% employer match about $306,103 at 4% or $204,068 at 6%.
201316$1,417,668$126,781$21,130iApproximate average salary by contribution assumption: employee only about $528,254 at 4% or $352,169 at 6%; with 50% employer match about $352,169 at 4% or $234,780 at 6%; with 100% employer match about $264,127 at 4% or $176,085 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-6$1,417,668$126,781$21,130iApproximate average salary by contribution assumption: employee only about $528,254 at 4% or $352,169 at 6%; with 50% employer match about $352,169 at 4% or $234,780 at 6%; with 100% employer match about $264,127 at 4% or $176,085 at 6%.
201217$1,013,103$126,128$18,018iApproximate average salary by contribution assumption: employee only about $450,457 at 4% or $300,305 at 6%; with 50% employer match about $300,305 at 4% or $200,203 at 6%; with 100% employer match about $225,229 at 4% or $150,152 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$1,013,103$126,128$18,018iApproximate average salary by contribution assumption: employee only about $450,457 at 4% or $300,305 at 6%; with 50% employer match about $300,305 at 4% or $200,203 at 6%; with 100% employer match about $225,229 at 4% or $150,152 at 6%.
201117$766,815$118,728$16,961iApproximate average salary by contribution assumption: employee only about $424,029 at 4% or $282,686 at 6%; with 50% employer match about $282,686 at 4% or $188,457 at 6%; with 100% employer match about $212,014 at 4% or $141,343 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$766,815$118,728$16,961iApproximate average salary by contribution assumption: employee only about $424,029 at 4% or $282,686 at 6%; with 50% employer match about $282,686 at 4% or $188,457 at 6%; with 100% employer match about $212,014 at 4% or $141,343 at 6%.
201017$678,445$108,223$15,460iApproximate average salary by contribution assumption: employee only about $386,511 at 4% or $257,674 at 6%; with 50% employer match about $257,674 at 4% or $171,783 at 6%; with 100% employer match about $193,255 at 4% or $128,837 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$678,445$108,223$15,460iApproximate average salary by contribution assumption: employee only about $386,511 at 4% or $257,674 at 6%; with 50% employer match about $257,674 at 4% or $171,783 at 6%; with 100% employer match about $193,255 at 4% or $128,837 at 6%.
200917$506,809$88,172$12,596iApproximate average salary by contribution assumption: employee only about $314,900 at 4% or $209,933 at 6%; with 50% employer match about $209,933 at 4% or $139,956 at 6%; with 100% employer match about $157,450 at 4% or $104,967 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-7$506,809$88,172$12,596iApproximate average salary by contribution assumption: employee only about $314,900 at 4% or $209,933 at 6%; with 50% employer match about $209,933 at 4% or $139,956 at 6%; with 100% employer match about $157,450 at 4% or $104,967 at 6%.
200815$307,625$83,368$16,674iApproximate average salary by contribution assumption: employee only about $416,840 at 4% or $277,893 at 6%; with 50% employer match about $277,893 at 4% or $185,262 at 6%; with 100% employer match about $208,420 at 4% or $138,947 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-5$307,625$83,368$16,674iApproximate average salary by contribution assumption: employee only about $416,840 at 4% or $277,893 at 6%; with 50% employer match about $277,893 at 4% or $185,262 at 6%; with 100% employer match about $208,420 at 4% or $138,947 at 6%.
200715$419,537$69,691$13,938iApproximate average salary by contribution assumption: employee only about $348,455 at 4% or $232,303 at 6%; with 50% employer match about $232,303 at 4% or $154,869 at 6%; with 100% employer match about $174,228 at 4% or $116,152 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-5$419,537$69,691$13,938iApproximate average salary by contribution assumption: employee only about $348,455 at 4% or $232,303 at 6%; with 50% employer match about $232,303 at 4% or $154,869 at 6%; with 100% employer match about $174,228 at 4% or $116,152 at 6%.
200614$296,541$52,458$13,115iApproximate average salary by contribution assumption: employee only about $327,863 at 4% or $218,575 at 6%; with 50% employer match about $218,575 at 4% or $145,717 at 6%; with 100% employer match about $163,931 at 4% or $109,288 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-4$296,541$52,458$13,115iApproximate average salary by contribution assumption: employee only about $327,863 at 4% or $218,575 at 6%; with 50% employer match about $218,575 at 4% or $145,717 at 6%; with 100% employer match about $163,931 at 4% or $109,288 at 6%.
200515$341,405$46,096$9,219iApproximate average salary by contribution assumption: employee only about $230,480 at 4% or $153,653 at 6%; with 50% employer match about $153,653 at 4% or $102,436 at 6%; with 100% employer match about $115,240 at 4% or $76,827 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-5$341,405$46,096$9,219iApproximate average salary by contribution assumption: employee only about $230,480 at 4% or $153,653 at 6%; with 50% employer match about $153,653 at 4% or $102,436 at 6%; with 100% employer match about $115,240 at 4% or $76,827 at 6%.
200415$272,153$46,914$9,383iApproximate average salary by contribution assumption: employee only about $234,570 at 4% or $156,380 at 6%; with 50% employer match about $156,380 at 4% or $104,253 at 6%; with 100% employer match about $117,285 at 4% or $78,190 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-5$272,153$46,914$9,383iApproximate average salary by contribution assumption: employee only about $234,570 at 4% or $156,380 at 6%; with 50% employer match about $156,380 at 4% or $104,253 at 6%; with 100% employer match about $117,285 at 4% or $78,190 at 6%.
200315$208,610$47,565$9,513iApproximate average salary by contribution assumption: employee only about $237,825 at 4% or $158,550 at 6%; with 50% employer match about $158,550 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-5$208,610$47,565$9,513iApproximate average salary by contribution assumption: employee only about $237,825 at 4% or $158,550 at 6%; with 50% employer match about $158,550 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%.
200114$95,854$30,499$7,625iApproximate average salary by contribution assumption: employee only about $190,619 at 4% or $127,079 at 6%; with 50% employer match about $127,079 at 4% or $84,719 at 6%; with 100% employer match about $95,309 at 4% or $63,540 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-4$95,854$30,499$7,625iApproximate average salary by contribution assumption: employee only about $190,619 at 4% or $127,079 at 6%; with 50% employer match about $127,079 at 4% or $84,719 at 6%; with 100% employer match about $95,309 at 4% or $63,540 at 6%.
200014$91,545$30,404$7,601iApproximate average salary by contribution assumption: employee only about $190,025 at 4% or $126,683 at 6%; with 50% employer match about $126,683 at 4% or $84,456 at 6%; with 100% employer match about $95,013 at 4% or $63,342 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-4$91,545$30,404$7,601iApproximate average salary by contribution assumption: employee only about $190,025 at 4% or $126,683 at 6%; with 50% employer match about $126,683 at 4% or $84,456 at 6%; with 100% employer match about $95,013 at 4% or $63,342 at 6%.
199913$74,123$16,510$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
Conservest Capital Advisors 401K Profit Sharing Plan & Trust-3$74,123$16,510$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.