Civic Intelligence

T. a. Wealth Management Inc.

Plan context: T. a. Wealth Management Inc. 401(K) Plan

EIN 26-4215671 • Venice, FL • 11 filings • 1 plans

13292 Pelto StreetVenice, FL 34293
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,452,514

2025 Contributions

$83,700

Historical Graphs

Total Assets Over Time

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

$2,452,514$1,226,257$0201520202025YearValue
$2,452,514Latest year 2025

Participants Over Time

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

320201520202025YearValue
3Latest 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
202513$2,452,514$83,700$27,900iApproximate average salary by contribution assumption: employee only about $697,500 at 4% or $465,000 at 6%; with 50% employer match about $465,000 at 4% or $310,000 at 6%; with 100% employer match about $348,750 at 4% or $232,500 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$2,452,514$83,700$27,900iApproximate average salary by contribution assumption: employee only about $697,500 at 4% or $465,000 at 6%; with 50% employer match about $465,000 at 4% or $310,000 at 6%; with 100% employer match about $348,750 at 4% or $232,500 at 6%.
202413$2,116,610$120,659$40,220iApproximate average salary by contribution assumption: employee only about $1,005,492 at 4% or $670,328 at 6%; with 50% employer match about $670,328 at 4% or $446,885 at 6%; with 100% employer match about $502,746 at 4% or $335,164 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$2,116,610$120,659$40,220iApproximate average salary by contribution assumption: employee only about $1,005,492 at 4% or $670,328 at 6%; with 50% employer match about $670,328 at 4% or $446,885 at 6%; with 100% employer match about $502,746 at 4% or $335,164 at 6%.
202313$1,793,325$118,321$39,440iApproximate average salary by contribution assumption: employee only about $986,008 at 4% or $657,339 at 6%; with 50% employer match about $657,339 at 4% or $438,226 at 6%; with 100% employer match about $493,004 at 4% or $328,669 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$1,793,325$118,321$39,440iApproximate average salary by contribution assumption: employee only about $986,008 at 4% or $657,339 at 6%; with 50% employer match about $657,339 at 4% or $438,226 at 6%; with 100% employer match about $493,004 at 4% or $328,669 at 6%.
202213$1,435,048$108,418$36,139iApproximate average salary by contribution assumption: employee only about $903,483 at 4% or $602,322 at 6%; with 50% employer match about $602,322 at 4% or $401,548 at 6%; with 100% employer match about $451,742 at 4% or $301,161 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$1,435,048$108,418$36,139iApproximate average salary by contribution assumption: employee only about $903,483 at 4% or $602,322 at 6%; with 50% employer match about $602,322 at 4% or $401,548 at 6%; with 100% employer match about $451,742 at 4% or $301,161 at 6%.
202113$1,549,280$348,510$116,170iApproximate average salary by contribution assumption: employee only about $2,904,250 at 4% or $1,936,167 at 6%; with 50% employer match about $1,936,167 at 4% or $1,290,778 at 6%; with 100% employer match about $1,452,125 at 4% or $968,083 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$1,549,280$348,510$116,170iApproximate average salary by contribution assumption: employee only about $2,904,250 at 4% or $1,936,167 at 6%; with 50% employer match about $1,936,167 at 4% or $1,290,778 at 6%; with 100% employer match about $1,452,125 at 4% or $968,083 at 6%.
202013$1,048,088$72,283$24,094iApproximate average salary by contribution assumption: employee only about $602,358 at 4% or $401,572 at 6%; with 50% employer match about $401,572 at 4% or $267,715 at 6%; with 100% employer match about $301,179 at 4% or $200,786 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$1,048,088$72,283$24,094iApproximate average salary by contribution assumption: employee only about $602,358 at 4% or $401,572 at 6%; with 50% employer match about $401,572 at 4% or $267,715 at 6%; with 100% employer match about $301,179 at 4% or $200,786 at 6%.
201912$880,944$86,714$43,357iApproximate average salary by contribution assumption: employee only about $1,083,925 at 4% or $722,617 at 6%; with 50% employer match about $722,617 at 4% or $481,744 at 6%; with 100% employer match about $541,963 at 4% or $361,308 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-2$880,944$86,714$43,357iApproximate average salary by contribution assumption: employee only about $1,083,925 at 4% or $722,617 at 6%; with 50% employer match about $722,617 at 4% or $481,744 at 6%; with 100% employer match about $541,963 at 4% or $361,308 at 6%.
201812$640,213$78,200$39,100iApproximate average salary by contribution assumption: employee only about $977,500 at 4% or $651,667 at 6%; with 50% employer match about $651,667 at 4% or $434,444 at 6%; with 100% employer match about $488,750 at 4% or $325,833 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-2$640,213$78,200$39,100iApproximate average salary by contribution assumption: employee only about $977,500 at 4% or $651,667 at 6%; with 50% employer match about $651,667 at 4% or $434,444 at 6%; with 100% employer match about $488,750 at 4% or $325,833 at 6%.
201712$607,321$78,550$39,275iApproximate average salary by contribution assumption: employee only about $981,875 at 4% or $654,583 at 6%; with 50% employer match about $654,583 at 4% or $436,389 at 6%; with 100% employer match about $490,938 at 4% or $327,292 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-2$607,321$78,550$39,275iApproximate average salary by contribution assumption: employee only about $981,875 at 4% or $654,583 at 6%; with 50% employer match about $654,583 at 4% or $436,389 at 6%; with 100% employer match about $490,938 at 4% or $327,292 at 6%.
201612$458,813$75,292$37,646iApproximate average salary by contribution assumption: employee only about $941,150 at 4% or $627,433 at 6%; with 50% employer match about $627,433 at 4% or $418,289 at 6%; with 100% employer match about $470,575 at 4% or $313,717 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-2$458,813$75,292$37,646iApproximate average salary by contribution assumption: employee only about $941,150 at 4% or $627,433 at 6%; with 50% employer match about $627,433 at 4% or $418,289 at 6%; with 100% employer match about $470,575 at 4% or $313,717 at 6%.
201513$358,768$361,003$120,334iApproximate average salary by contribution assumption: employee only about $3,008,358 at 4% or $2,005,572 at 6%; with 50% employer match about $2,005,572 at 4% or $1,337,048 at 6%; with 100% employer match about $1,504,179 at 4% or $1,002,786 at 6%.
T. a. Wealth Management Inc. 401(K) Plan-3$358,768$361,003$120,334iApproximate average salary by contribution assumption: employee only about $3,008,358 at 4% or $2,005,572 at 6%; with 50% employer match about $2,005,572 at 4% or $1,337,048 at 6%; with 100% employer match about $1,504,179 at 4% or $1,002,786 at 6%.