Civic Intelligence

FORT WEALTH MANAGEMENT

Plan context: FORT WEALTH MANAGEMENT 401(K) PLAN

EIN 26-2479309 • Austin, TX • 6 filings • 1 plans

7701 San Felipe BlvdSte 100Austin, TX 78729
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$411,076

2025 Contributions

$43,826

Historical Graphs

Total Assets Over Time

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

$411,076$205,538$0202020232025YearValue
$411,076Latest year 2025

Participants Over Time

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

840202020232025YearValue
8Latest 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
202518$411,076$43,826$5,478iApproximate average salary by contribution assumption: employee only about $136,956 at 4% or $91,304 at 6%; with 50% employer match about $91,304 at 4% or $60,869 at 6%; with 100% employer match about $68,478 at 4% or $45,652 at 6%.
FORT WEALTH MANAGEMENT 401(K) PLAN-8$411,076$43,826$5,478iApproximate average salary by contribution assumption: employee only about $136,956 at 4% or $91,304 at 6%; with 50% employer match about $91,304 at 4% or $60,869 at 6%; with 100% employer match about $68,478 at 4% or $45,652 at 6%.
202418$309,074$81,243$10,155iApproximate average salary by contribution assumption: employee only about $253,884 at 4% or $169,256 at 6%; with 50% employer match about $169,256 at 4% or $112,838 at 6%; with 100% employer match about $126,942 at 4% or $84,628 at 6%.
FORT WEALTH MANAGEMENT 401(K) PLAN-8$309,074$81,243$10,155iApproximate average salary by contribution assumption: employee only about $253,884 at 4% or $169,256 at 6%; with 50% employer match about $169,256 at 4% or $112,838 at 6%; with 100% employer match about $126,942 at 4% or $84,628 at 6%.
202316$191,470$76,717$12,786iApproximate average salary by contribution assumption: employee only about $319,654 at 4% or $213,103 at 6%; with 50% employer match about $213,103 at 4% or $142,069 at 6%; with 100% employer match about $159,827 at 4% or $106,551 at 6%.
FORT WEALTH MANAGEMENT 401(K) PLAN-6$191,470$76,717$12,786iApproximate average salary by contribution assumption: employee only about $319,654 at 4% or $213,103 at 6%; with 50% employer match about $213,103 at 4% or $142,069 at 6%; with 100% employer match about $159,827 at 4% or $106,551 at 6%.
202217$94,195$41,580$5,940iApproximate average salary by contribution assumption: employee only about $148,500 at 4% or $99,000 at 6%; with 50% employer match about $99,000 at 4% or $66,000 at 6%; with 100% employer match about $74,250 at 4% or $49,500 at 6%.
FORT WEALTH MANAGEMENT 401(K) PLAN-7$94,195$41,580$5,940iApproximate average salary by contribution assumption: employee only about $148,500 at 4% or $99,000 at 6%; with 50% employer match about $99,000 at 4% or $66,000 at 6%; with 100% employer match about $74,250 at 4% or $49,500 at 6%.
202116$70,976$30,148$5,025iApproximate average salary by contribution assumption: employee only about $125,617 at 4% or $83,744 at 6%; with 50% employer match about $83,744 at 4% or $55,830 at 6%; with 100% employer match about $62,808 at 4% or $41,872 at 6%.
FORT WEALTH MANAGEMENT 401(K) PLAN-6$70,976$30,148$5,025iApproximate average salary by contribution assumption: employee only about $125,617 at 4% or $83,744 at 6%; with 50% employer match about $83,744 at 4% or $55,830 at 6%; with 100% employer match about $62,808 at 4% or $41,872 at 6%.
202014$32,796$31,649$7,912iApproximate average salary by contribution assumption: employee only about $197,806 at 4% or $131,871 at 6%; with 50% employer match about $131,871 at 4% or $87,914 at 6%; with 100% employer match about $98,903 at 4% or $65,935 at 6%.
FORT WEALTH MANAGEMENT 401(K) PLAN-4$32,796$31,649$7,912iApproximate average salary by contribution assumption: employee only about $197,806 at 4% or $131,871 at 6%; with 50% employer match about $131,871 at 4% or $87,914 at 6%; with 100% employer match about $98,903 at 4% or $65,935 at 6%.