Civic Intelligence

Ariel Wealth Advisors

Plan context: Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust

EIN 27-1081567 • Iselin, NJ • 14 filings • 3 plans

120 Wood Ave S Ste 507Iselin, NJ 08830-2709
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,336,987

2025 Contributions

$67,250

Historical Graphs

Total Assets Over Time

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

$1,336,987$668,494$0201220192025YearValue
$1,336,987Latest year 2025

Participants Over Time

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

420201220192025YearValue
2Latest 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
202512$1,336,987$67,250$33,625iApproximate average salary by contribution assumption: employee only about $840,625 at 4% or $560,417 at 6%; with 50% employer match about $560,417 at 4% or $373,611 at 6%; with 100% employer match about $420,313 at 4% or $280,208 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-2$1,336,987$67,250$33,625iApproximate average salary by contribution assumption: employee only about $840,625 at 4% or $560,417 at 6%; with 50% employer match about $560,417 at 4% or $373,611 at 6%; with 100% employer match about $420,313 at 4% or $280,208 at 6%.
202412$1,085,138$65,502$32,751iApproximate average salary by contribution assumption: employee only about $818,775 at 4% or $545,850 at 6%; with 50% employer match about $545,850 at 4% or $363,900 at 6%; with 100% employer match about $409,388 at 4% or $272,925 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-2$1,085,138$65,502$32,751iApproximate average salary by contribution assumption: employee only about $818,775 at 4% or $545,850 at 6%; with 50% employer match about $545,850 at 4% or $363,900 at 6%; with 100% employer match about $409,388 at 4% or $272,925 at 6%.
202312$840,165$64,930$32,465iApproximate average salary by contribution assumption: employee only about $811,625 at 4% or $541,083 at 6%; with 50% employer match about $541,083 at 4% or $360,722 at 6%; with 100% employer match about $405,813 at 4% or $270,542 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-2$840,165$64,930$32,465iApproximate average salary by contribution assumption: employee only about $811,625 at 4% or $541,083 at 6%; with 50% employer match about $541,083 at 4% or $360,722 at 6%; with 100% employer match about $405,813 at 4% or $270,542 at 6%.
202213$673,609$66,072$22,024iApproximate average salary by contribution assumption: employee only about $550,600 at 4% or $367,067 at 6%; with 50% employer match about $367,067 at 4% or $244,711 at 6%; with 100% employer match about $275,300 at 4% or $183,533 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-3$673,609$66,072$22,024iApproximate average salary by contribution assumption: employee only about $550,600 at 4% or $367,067 at 6%; with 50% employer match about $367,067 at 4% or $244,711 at 6%; with 100% employer match about $275,300 at 4% or $183,533 at 6%.
202114$775,671$68,197$17,049iApproximate average salary by contribution assumption: employee only about $426,231 at 4% or $284,154 at 6%; with 50% employer match about $284,154 at 4% or $189,436 at 6%; with 100% employer match about $213,116 at 4% or $142,077 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$775,671$68,197$17,049iApproximate average salary by contribution assumption: employee only about $426,231 at 4% or $284,154 at 6%; with 50% employer match about $284,154 at 4% or $189,436 at 6%; with 100% employer match about $213,116 at 4% or $142,077 at 6%.
202014$578,945$51,626$12,907iApproximate average salary by contribution assumption: employee only about $322,663 at 4% or $215,108 at 6%; with 50% employer match about $215,108 at 4% or $143,406 at 6%; with 100% employer match about $161,331 at 4% or $107,554 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$578,945$51,626$12,907iApproximate average salary by contribution assumption: employee only about $322,663 at 4% or $215,108 at 6%; with 50% employer match about $215,108 at 4% or $143,406 at 6%; with 100% employer match about $161,331 at 4% or $107,554 at 6%.
201914$436,974$57,378$14,345iApproximate average salary by contribution assumption: employee only about $358,613 at 4% or $239,075 at 6%; with 50% employer match about $239,075 at 4% or $159,383 at 6%; with 100% employer match about $179,306 at 4% or $119,538 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$436,974$57,378$14,345iApproximate average salary by contribution assumption: employee only about $358,613 at 4% or $239,075 at 6%; with 50% employer match about $239,075 at 4% or $159,383 at 6%; with 100% employer match about $179,306 at 4% or $119,538 at 6%.
201814$295,309$55,164$13,791iApproximate average salary by contribution assumption: employee only about $344,775 at 4% or $229,850 at 6%; with 50% employer match about $229,850 at 4% or $153,233 at 6%; with 100% employer match about $172,388 at 4% or $114,925 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$295,309$55,164$13,791iApproximate average salary by contribution assumption: employee only about $344,775 at 4% or $229,850 at 6%; with 50% employer match about $229,850 at 4% or $153,233 at 6%; with 100% employer match about $172,388 at 4% or $114,925 at 6%.
201714$277,427$49,677$12,419iApproximate average salary by contribution assumption: employee only about $310,481 at 4% or $206,988 at 6%; with 50% employer match about $206,988 at 4% or $137,992 at 6%; with 100% employer match about $155,241 at 4% or $103,494 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$277,427$49,677$12,419iApproximate average salary by contribution assumption: employee only about $310,481 at 4% or $206,988 at 6%; with 50% employer match about $206,988 at 4% or $137,992 at 6%; with 100% employer match about $155,241 at 4% or $103,494 at 6%.
201614$185,074$39,823$9,956iApproximate average salary by contribution assumption: employee only about $248,894 at 4% or $165,929 at 6%; with 50% employer match about $165,929 at 4% or $110,619 at 6%; with 100% employer match about $124,447 at 4% or $82,965 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$185,074$39,823$9,956iApproximate average salary by contribution assumption: employee only about $248,894 at 4% or $165,929 at 6%; with 50% employer match about $165,929 at 4% or $110,619 at 6%; with 100% employer match about $124,447 at 4% or $82,965 at 6%.
201514$135,798$37,175$9,294iApproximate average salary by contribution assumption: employee only about $232,344 at 4% or $154,896 at 6%; with 50% employer match about $154,896 at 4% or $103,264 at 6%; with 100% employer match about $116,172 at 4% or $77,448 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-4$135,798$37,175$9,294iApproximate average salary by contribution assumption: employee only about $232,344 at 4% or $154,896 at 6%; with 50% employer match about $154,896 at 4% or $103,264 at 6%; with 100% employer match about $116,172 at 4% or $77,448 at 6%.
201412$99,982$31,997$15,999iApproximate average salary by contribution assumption: employee only about $399,963 at 4% or $266,642 at 6%; with 50% employer match about $266,642 at 4% or $177,761 at 6%; with 100% employer match about $199,981 at 4% or $133,321 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-2$99,982$31,997$15,999iApproximate average salary by contribution assumption: employee only about $399,963 at 4% or $266,642 at 6%; with 50% employer match about $266,642 at 4% or $177,761 at 6%; with 100% employer match about $199,981 at 4% or $133,321 at 6%.
201312$61,633$30,118$15,059iApproximate average salary by contribution assumption: employee only about $376,475 at 4% or $250,983 at 6%; with 50% employer match about $250,983 at 4% or $167,322 at 6%; with 100% employer match about $188,238 at 4% or $125,492 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-2$61,633$30,118$15,059iApproximate average salary by contribution assumption: employee only about $376,475 at 4% or $250,983 at 6%; with 50% employer match about $250,983 at 4% or $167,322 at 6%; with 100% employer match about $188,238 at 4% or $125,492 at 6%.
201212$20,061$19,422$9,711iApproximate average salary by contribution assumption: employee only about $242,775 at 4% or $161,850 at 6%; with 50% employer match about $161,850 at 4% or $107,900 at 6%; with 100% employer match about $121,388 at 4% or $80,925 at 6%.
Ariel Wealth Advisors LLC 401 K Profit Sharing Plan Trust-2$20,061$19,422$9,711iApproximate average salary by contribution assumption: employee only about $242,775 at 4% or $161,850 at 6%; with 50% employer match about $161,850 at 4% or $107,900 at 6%; with 100% employer match about $121,388 at 4% or $80,925 at 6%.