Civic Intelligence

Alpha Omega Wealth Management

Plan context: Alpha Omega Wealth Management 401(K) Profit Sharing Plan

EIN 26-4404477 • Richmond, VA • 16 filings • 2 plans

7202 Glen Forest Drive, Suite 300Richmond, VA 23226
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$11,093,362

2025 Contributions

$367,232

Historical Graphs

Total Assets Over Time

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

$11,093,362$5,546,681$0201020182025YearValue
$11,093,362Latest year 2025

Participants Over Time

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

1260201020182025YearValue
10Latest 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
2025110$11,093,362$367,232$36,723iApproximate average salary by contribution assumption: employee only about $918,080 at 4% or $612,053 at 6%; with 50% employer match about $612,053 at 4% or $408,036 at 6%; with 100% employer match about $459,040 at 4% or $306,027 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-10$11,093,362$367,232$36,723iApproximate average salary by contribution assumption: employee only about $918,080 at 4% or $612,053 at 6%; with 50% employer match about $612,053 at 4% or $408,036 at 6%; with 100% employer match about $459,040 at 4% or $306,027 at 6%.
2024111$9,843,853$346,343$31,486iApproximate average salary by contribution assumption: employee only about $787,143 at 4% or $524,762 at 6%; with 50% employer match about $524,762 at 4% or $349,841 at 6%; with 100% employer match about $393,572 at 4% or $262,381 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-11$9,843,853$346,343$31,486iApproximate average salary by contribution assumption: employee only about $787,143 at 4% or $524,762 at 6%; with 50% employer match about $524,762 at 4% or $349,841 at 6%; with 100% employer match about $393,572 at 4% or $262,381 at 6%.
2023112$9,756,593$422,452$35,204iApproximate average salary by contribution assumption: employee only about $880,108 at 4% or $586,739 at 6%; with 50% employer match about $586,739 at 4% or $391,159 at 6%; with 100% employer match about $440,054 at 4% or $293,369 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-12$9,756,593$422,452$35,204iApproximate average salary by contribution assumption: employee only about $880,108 at 4% or $586,739 at 6%; with 50% employer match about $586,739 at 4% or $391,159 at 6%; with 100% employer match about $440,054 at 4% or $293,369 at 6%.
2022112$8,547,782$273,815$22,818iApproximate average salary by contribution assumption: employee only about $570,448 at 4% or $380,299 at 6%; with 50% employer match about $380,299 at 4% or $253,532 at 6%; with 100% employer match about $285,224 at 4% or $190,149 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-12$8,547,782$273,815$22,818iApproximate average salary by contribution assumption: employee only about $570,448 at 4% or $380,299 at 6%; with 50% employer match about $380,299 at 4% or $253,532 at 6%; with 100% employer match about $285,224 at 4% or $190,149 at 6%.
2021111$8,506,462$268,803$24,437iApproximate average salary by contribution assumption: employee only about $610,916 at 4% or $407,277 at 6%; with 50% employer match about $407,277 at 4% or $271,518 at 6%; with 100% employer match about $305,458 at 4% or $203,639 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-11$8,506,462$268,803$24,437iApproximate average salary by contribution assumption: employee only about $610,916 at 4% or $407,277 at 6%; with 50% employer match about $407,277 at 4% or $271,518 at 6%; with 100% employer match about $305,458 at 4% or $203,639 at 6%.
2020110$7,433,943$387,609$38,761iApproximate average salary by contribution assumption: employee only about $969,023 at 4% or $646,015 at 6%; with 50% employer match about $646,015 at 4% or $430,677 at 6%; with 100% employer match about $484,511 at 4% or $323,008 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-10$7,433,943$387,609$38,761iApproximate average salary by contribution assumption: employee only about $969,023 at 4% or $646,015 at 6%; with 50% employer match about $646,015 at 4% or $430,677 at 6%; with 100% employer match about $484,511 at 4% or $323,008 at 6%.
201919$6,702,702$3,382,507$375,834iApproximate average salary by contribution assumption: employee only about $9,395,853 at 4% or $6,263,902 at 6%; with 50% employer match about $6,263,902 at 4% or $4,175,935 at 6%; with 100% employer match about $4,697,926 at 4% or $3,131,951 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-9$6,702,702$3,382,507$375,834iApproximate average salary by contribution assumption: employee only about $9,395,853 at 4% or $6,263,902 at 6%; with 50% employer match about $6,263,902 at 4% or $4,175,935 at 6%; with 100% employer match about $4,697,926 at 4% or $3,131,951 at 6%.
201819$1,816,194$1,071,983$119,109iApproximate average salary by contribution assumption: employee only about $2,977,731 at 4% or $1,985,154 at 6%; with 50% employer match about $1,985,154 at 4% or $1,323,436 at 6%; with 100% employer match about $1,488,865 at 4% or $992,577 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-9$1,816,194$1,071,983$119,109iApproximate average salary by contribution assumption: employee only about $2,977,731 at 4% or $1,985,154 at 6%; with 50% employer match about $1,985,154 at 4% or $1,323,436 at 6%; with 100% employer match about $1,488,865 at 4% or $992,577 at 6%.
201717$863,428$167,380$23,911iApproximate average salary by contribution assumption: employee only about $597,786 at 4% or $398,524 at 6%; with 50% employer match about $398,524 at 4% or $265,683 at 6%; with 100% employer match about $298,893 at 4% or $199,262 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-7$863,428$167,380$23,911iApproximate average salary by contribution assumption: employee only about $597,786 at 4% or $398,524 at 6%; with 50% employer match about $398,524 at 4% or $265,683 at 6%; with 100% employer match about $298,893 at 4% or $199,262 at 6%.
201618$1,210,144$188,107$23,513iApproximate average salary by contribution assumption: employee only about $587,834 at 4% or $391,890 at 6%; with 50% employer match about $391,890 at 4% or $261,260 at 6%; with 100% employer match about $293,917 at 4% or $195,945 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-8$1,210,144$188,107$23,513iApproximate average salary by contribution assumption: employee only about $587,834 at 4% or $391,890 at 6%; with 50% employer match about $391,890 at 4% or $261,260 at 6%; with 100% employer match about $293,917 at 4% or $195,945 at 6%.
201515$968,350$167,102$33,420iApproximate average salary by contribution assumption: employee only about $835,510 at 4% or $557,007 at 6%; with 50% employer match about $557,007 at 4% or $371,338 at 6%; with 100% employer match about $417,755 at 4% or $278,503 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-5$968,350$167,102$33,420iApproximate average salary by contribution assumption: employee only about $835,510 at 4% or $557,007 at 6%; with 50% employer match about $557,007 at 4% or $371,338 at 6%; with 100% employer match about $417,755 at 4% or $278,503 at 6%.
201415$791,345$121,083$24,217iApproximate average salary by contribution assumption: employee only about $605,415 at 4% or $403,610 at 6%; with 50% employer match about $403,610 at 4% or $269,073 at 6%; with 100% employer match about $302,708 at 4% or $201,805 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-5$791,345$121,083$24,217iApproximate average salary by contribution assumption: employee only about $605,415 at 4% or $403,610 at 6%; with 50% employer match about $403,610 at 4% or $269,073 at 6%; with 100% employer match about $302,708 at 4% or $201,805 at 6%.
201315$601,268$148,906$29,781iApproximate average salary by contribution assumption: employee only about $744,530 at 4% or $496,353 at 6%; with 50% employer match about $496,353 at 4% or $330,902 at 6%; with 100% employer match about $372,265 at 4% or $248,177 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-5$601,268$148,906$29,781iApproximate average salary by contribution assumption: employee only about $744,530 at 4% or $496,353 at 6%; with 50% employer match about $496,353 at 4% or $330,902 at 6%; with 100% employer match about $372,265 at 4% or $248,177 at 6%.
201213$378,458$119,507$39,836iApproximate average salary by contribution assumption: employee only about $995,892 at 4% or $663,928 at 6%; with 50% employer match about $663,928 at 4% or $442,619 at 6%; with 100% employer match about $497,946 at 4% or $331,964 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-3$378,458$119,507$39,836iApproximate average salary by contribution assumption: employee only about $995,892 at 4% or $663,928 at 6%; with 50% employer match about $663,928 at 4% or $442,619 at 6%; with 100% employer match about $497,946 at 4% or $331,964 at 6%.
201113$250,397$118,460$39,487iApproximate average salary by contribution assumption: employee only about $987,167 at 4% or $658,111 at 6%; with 50% employer match about $658,111 at 4% or $438,741 at 6%; with 100% employer match about $493,583 at 4% or $329,056 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-3$250,397$118,460$39,487iApproximate average salary by contribution assumption: employee only about $987,167 at 4% or $658,111 at 6%; with 50% employer match about $658,111 at 4% or $438,741 at 6%; with 100% employer match about $493,583 at 4% or $329,056 at 6%.
201013$117,974$116,150$38,717iApproximate average salary by contribution assumption: employee only about $967,917 at 4% or $645,278 at 6%; with 50% employer match about $645,278 at 4% or $430,185 at 6%; with 100% employer match about $483,958 at 4% or $322,639 at 6%.
Alpha Omega Wealth Management 401(K) Profit Sharing Plan-3$117,974$116,150$38,717iApproximate average salary by contribution assumption: employee only about $967,917 at 4% or $645,278 at 6%; with 50% employer match about $645,278 at 4% or $430,185 at 6%; with 100% employer match about $483,958 at 4% or $322,639 at 6%.