Civic Intelligence

AVERY WEALTH, INC.

Plan context: AVERY WEALTH, INC. 401(K) PLAN

EIN 26-1638540 • Jackson, MI • 12 filings • 1 plans

2727 Spring Arbor RoadJackson, MI 49203
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,223,162

2025 Contributions

$109,885

Historical Graphs

Total Assets Over Time

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

$1,223,162$611,581$0201420202025YearValue
$1,223,162Latest year 2025

Participants Over Time

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

420201420202025YearValue
4Latest year 2025

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
202514$1,223,162$109,885$27,471iApproximate average salary by contribution assumption: employee only about $686,781 at 4% or $457,854 at 6%; with 50% employer match about $457,854 at 4% or $305,236 at 6%; with 100% employer match about $343,391 at 4% or $228,927 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-4$1,223,162$109,885$27,471iApproximate average salary by contribution assumption: employee only about $686,781 at 4% or $457,854 at 6%; with 50% employer match about $457,854 at 4% or $305,236 at 6%; with 100% employer match about $343,391 at 4% or $228,927 at 6%.
202413$912,243$99,936$33,312iApproximate average salary by contribution assumption: employee only about $832,800 at 4% or $555,200 at 6%; with 50% employer match about $555,200 at 4% or $370,133 at 6%; with 100% employer match about $416,400 at 4% or $277,600 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$912,243$99,936$33,312iApproximate average salary by contribution assumption: employee only about $832,800 at 4% or $555,200 at 6%; with 50% employer match about $555,200 at 4% or $370,133 at 6%; with 100% employer match about $416,400 at 4% or $277,600 at 6%.
202312$715,348$87,586$43,793iApproximate average salary by contribution assumption: employee only about $1,094,825 at 4% or $729,883 at 6%; with 50% employer match about $729,883 at 4% or $486,589 at 6%; with 100% employer match about $547,413 at 4% or $364,942 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-2$715,348$87,586$43,793iApproximate average salary by contribution assumption: employee only about $1,094,825 at 4% or $729,883 at 6%; with 50% employer match about $729,883 at 4% or $486,589 at 6%; with 100% employer match about $547,413 at 4% or $364,942 at 6%.
202212$522,154$63,944$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-2$522,154$63,944$31,972iApproximate average salary by contribution assumption: employee only about $799,300 at 4% or $532,867 at 6%; with 50% employer match about $532,867 at 4% or $355,244 at 6%; with 100% employer match about $399,650 at 4% or $266,433 at 6%.
202112$545,565$42,633$21,317iApproximate average salary by contribution assumption: employee only about $532,913 at 4% or $355,275 at 6%; with 50% employer match about $355,275 at 4% or $236,850 at 6%; with 100% employer match about $266,456 at 4% or $177,638 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-2$545,565$42,633$21,317iApproximate average salary by contribution assumption: employee only about $532,913 at 4% or $355,275 at 6%; with 50% employer match about $355,275 at 4% or $236,850 at 6%; with 100% employer match about $266,456 at 4% or $177,638 at 6%.
202013$504,095$102,966$34,322iApproximate average salary by contribution assumption: employee only about $858,050 at 4% or $572,033 at 6%; with 50% employer match about $572,033 at 4% or $381,356 at 6%; with 100% employer match about $429,025 at 4% or $286,017 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$504,095$102,966$34,322iApproximate average salary by contribution assumption: employee only about $858,050 at 4% or $572,033 at 6%; with 50% employer match about $572,033 at 4% or $381,356 at 6%; with 100% employer match about $429,025 at 4% or $286,017 at 6%.
201913$336,841$45,526$15,175iApproximate average salary by contribution assumption: employee only about $379,383 at 4% or $252,922 at 6%; with 50% employer match about $252,922 at 4% or $168,615 at 6%; with 100% employer match about $189,692 at 4% or $126,461 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$336,841$45,526$15,175iApproximate average salary by contribution assumption: employee only about $379,383 at 4% or $252,922 at 6%; with 50% employer match about $252,922 at 4% or $168,615 at 6%; with 100% employer match about $189,692 at 4% or $126,461 at 6%.
201813$230,995$41,404$13,801iApproximate average salary by contribution assumption: employee only about $345,033 at 4% or $230,022 at 6%; with 50% employer match about $230,022 at 4% or $153,348 at 6%; with 100% employer match about $172,517 at 4% or $115,011 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$230,995$41,404$13,801iApproximate average salary by contribution assumption: employee only about $345,033 at 4% or $230,022 at 6%; with 50% employer match about $230,022 at 4% or $153,348 at 6%; with 100% employer match about $172,517 at 4% or $115,011 at 6%.
201713$212,940$39,138$13,046iApproximate average salary by contribution assumption: employee only about $326,150 at 4% or $217,433 at 6%; with 50% employer match about $217,433 at 4% or $144,956 at 6%; with 100% employer match about $163,075 at 4% or $108,717 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$212,940$39,138$13,046iApproximate average salary by contribution assumption: employee only about $326,150 at 4% or $217,433 at 6%; with 50% employer match about $217,433 at 4% or $144,956 at 6%; with 100% employer match about $163,075 at 4% or $108,717 at 6%.
201612$148,038$34,190$17,095iApproximate average salary by contribution assumption: employee only about $427,375 at 4% or $284,917 at 6%; with 50% employer match about $284,917 at 4% or $189,944 at 6%; with 100% employer match about $213,688 at 4% or $142,458 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-2$148,038$34,190$17,095iApproximate average salary by contribution assumption: employee only about $427,375 at 4% or $284,917 at 6%; with 50% employer match about $284,917 at 4% or $189,944 at 6%; with 100% employer match about $213,688 at 4% or $142,458 at 6%.
201513$111,573$38,473$12,824iApproximate average salary by contribution assumption: employee only about $320,608 at 4% or $213,739 at 6%; with 50% employer match about $213,739 at 4% or $142,493 at 6%; with 100% employer match about $160,304 at 4% or $106,869 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$111,573$38,473$12,824iApproximate average salary by contribution assumption: employee only about $320,608 at 4% or $213,739 at 6%; with 50% employer match about $213,739 at 4% or $142,493 at 6%; with 100% employer match about $160,304 at 4% or $106,869 at 6%.
201413$75,087$47,402$15,801iApproximate average salary by contribution assumption: employee only about $395,017 at 4% or $263,344 at 6%; with 50% employer match about $263,344 at 4% or $175,563 at 6%; with 100% employer match about $197,508 at 4% or $131,672 at 6%.
AVERY WEALTH, INC. 401(K) PLAN-3$75,087$47,402$15,801iApproximate average salary by contribution assumption: employee only about $395,017 at 4% or $263,344 at 6%; with 50% employer match about $263,344 at 4% or $175,563 at 6%; with 100% employer match about $197,508 at 4% or $131,672 at 6%.