Civic Intelligence

Continuum Wealth Advisors LLC

Plan context: Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan

EIN 27-1622680 • Saratoga Springs, NY • 15 filings • 1 plans

18 Division Street, Suite 207BSaratoga Springs, NY 12866
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,025,055

2024 Contributions

$155,275

Historical Graphs

Total Assets Over Time

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

$2,025,055$1,012,528$0201020172024YearValue
$2,025,055Latest year 2024

Participants Over Time

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

840201020172024YearValue
6Latest year 2024

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
202416$2,025,055$155,275$25,879iApproximate average salary by contribution assumption: employee only about $646,979 at 4% or $431,319 at 6%; with 50% employer match about $431,319 at 4% or $287,546 at 6%; with 100% employer match about $323,490 at 4% or $215,660 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-6$2,025,055$155,275$25,879iApproximate average salary by contribution assumption: employee only about $646,979 at 4% or $431,319 at 6%; with 50% employer match about $431,319 at 4% or $287,546 at 6%; with 100% employer match about $323,490 at 4% or $215,660 at 6%.
202316$1,631,661$236,457$39,410iApproximate average salary by contribution assumption: employee only about $985,238 at 4% or $656,825 at 6%; with 50% employer match about $656,825 at 4% or $437,883 at 6%; with 100% employer match about $492,619 at 4% or $328,413 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-6$1,631,661$236,457$39,410iApproximate average salary by contribution assumption: employee only about $985,238 at 4% or $656,825 at 6%; with 50% employer match about $656,825 at 4% or $437,883 at 6%; with 100% employer match about $492,619 at 4% or $328,413 at 6%.
202214$1,251,403$138,644$34,661iApproximate average salary by contribution assumption: employee only about $866,525 at 4% or $577,683 at 6%; with 50% employer match about $577,683 at 4% or $385,122 at 6%; with 100% employer match about $433,263 at 4% or $288,842 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-4$1,251,403$138,644$34,661iApproximate average salary by contribution assumption: employee only about $866,525 at 4% or $577,683 at 6%; with 50% employer match about $577,683 at 4% or $385,122 at 6%; with 100% employer match about $433,263 at 4% or $288,842 at 6%.
202116$1,324,077$142,682$23,780iApproximate average salary by contribution assumption: employee only about $594,508 at 4% or $396,339 at 6%; with 50% employer match about $396,339 at 4% or $264,226 at 6%; with 100% employer match about $297,254 at 4% or $198,169 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-6$1,324,077$142,682$23,780iApproximate average salary by contribution assumption: employee only about $594,508 at 4% or $396,339 at 6%; with 50% employer match about $396,339 at 4% or $264,226 at 6%; with 100% employer match about $297,254 at 4% or $198,169 at 6%.
202018$1,005,266$123,952$15,494iApproximate average salary by contribution assumption: employee only about $387,350 at 4% or $258,233 at 6%; with 50% employer match about $258,233 at 4% or $172,156 at 6%; with 100% employer match about $193,675 at 4% or $129,117 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-8$1,005,266$123,952$15,494iApproximate average salary by contribution assumption: employee only about $387,350 at 4% or $258,233 at 6%; with 50% employer match about $258,233 at 4% or $172,156 at 6%; with 100% employer match about $193,675 at 4% or $129,117 at 6%.
201915$978,253$102,963$20,593iApproximate average salary by contribution assumption: employee only about $514,815 at 4% or $343,210 at 6%; with 50% employer match about $343,210 at 4% or $228,807 at 6%; with 100% employer match about $257,407 at 4% or $171,605 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-5$978,253$102,963$20,593iApproximate average salary by contribution assumption: employee only about $514,815 at 4% or $343,210 at 6%; with 50% employer match about $343,210 at 4% or $228,807 at 6%; with 100% employer match about $257,407 at 4% or $171,605 at 6%.
201814$687,809$79,449$19,862iApproximate average salary by contribution assumption: employee only about $496,556 at 4% or $331,038 at 6%; with 50% employer match about $331,038 at 4% or $220,692 at 6%; with 100% employer match about $248,278 at 4% or $165,519 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-4$687,809$79,449$19,862iApproximate average salary by contribution assumption: employee only about $496,556 at 4% or $331,038 at 6%; with 50% employer match about $331,038 at 4% or $220,692 at 6%; with 100% employer match about $248,278 at 4% or $165,519 at 6%.
201715$647,026$85,985$17,197iApproximate average salary by contribution assumption: employee only about $429,925 at 4% or $286,617 at 6%; with 50% employer match about $286,617 at 4% or $191,078 at 6%; with 100% employer match about $214,963 at 4% or $143,308 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-5$647,026$85,985$17,197iApproximate average salary by contribution assumption: employee only about $429,925 at 4% or $286,617 at 6%; with 50% employer match about $286,617 at 4% or $191,078 at 6%; with 100% employer match about $214,963 at 4% or $143,308 at 6%.
201615$484,797$82,287$16,457iApproximate average salary by contribution assumption: employee only about $411,435 at 4% or $274,290 at 6%; with 50% employer match about $274,290 at 4% or $182,860 at 6%; with 100% employer match about $205,718 at 4% or $137,145 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-5$484,797$82,287$16,457iApproximate average salary by contribution assumption: employee only about $411,435 at 4% or $274,290 at 6%; with 50% employer match about $274,290 at 4% or $182,860 at 6%; with 100% employer match about $205,718 at 4% or $137,145 at 6%.
201514$362,300$57,172$14,293iApproximate average salary by contribution assumption: employee only about $357,325 at 4% or $238,217 at 6%; with 50% employer match about $238,217 at 4% or $158,811 at 6%; with 100% employer match about $178,663 at 4% or $119,108 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-4$362,300$57,172$14,293iApproximate average salary by contribution assumption: employee only about $357,325 at 4% or $238,217 at 6%; with 50% employer match about $238,217 at 4% or $158,811 at 6%; with 100% employer match about $178,663 at 4% or $119,108 at 6%.
201414$305,115$54,127$13,532iApproximate average salary by contribution assumption: employee only about $338,294 at 4% or $225,529 at 6%; with 50% employer match about $225,529 at 4% or $150,353 at 6%; with 100% employer match about $169,147 at 4% or $112,765 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-4$305,115$54,127$13,532iApproximate average salary by contribution assumption: employee only about $338,294 at 4% or $225,529 at 6%; with 50% employer match about $225,529 at 4% or $150,353 at 6%; with 100% employer match about $169,147 at 4% or $112,765 at 6%.
201313$230,620$51,515$17,172iApproximate average salary by contribution assumption: employee only about $429,292 at 4% or $286,194 at 6%; with 50% employer match about $286,194 at 4% or $190,796 at 6%; with 100% employer match about $214,646 at 4% or $143,097 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-3$230,620$51,515$17,172iApproximate average salary by contribution assumption: employee only about $429,292 at 4% or $286,194 at 6%; with 50% employer match about $286,194 at 4% or $190,796 at 6%; with 100% employer match about $214,646 at 4% or $143,097 at 6%.
201213$141,966$17,177$5,726iApproximate average salary by contribution assumption: employee only about $143,142 at 4% or $95,428 at 6%; with 50% employer match about $95,428 at 4% or $63,619 at 6%; with 100% employer match about $71,571 at 4% or $47,714 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-3$141,966$17,177$5,726iApproximate average salary by contribution assumption: employee only about $143,142 at 4% or $95,428 at 6%; with 50% employer match about $95,428 at 4% or $63,619 at 6%; with 100% employer match about $71,571 at 4% or $47,714 at 6%.
201113$110,288$7,835$2,612iApproximate average salary by contribution assumption: employee only about $65,292 at 4% or $43,528 at 6%; with 50% employer match about $43,528 at 4% or $29,019 at 6%; with 100% employer match about $32,646 at 4% or $21,764 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-3$110,288$7,835$2,612iApproximate average salary by contribution assumption: employee only about $65,292 at 4% or $43,528 at 6%; with 50% employer match about $43,528 at 4% or $29,019 at 6%; with 100% employer match about $32,646 at 4% or $21,764 at 6%.
201013$123,056$122,283$40,761iApproximate average salary by contribution assumption: employee only about $1,019,025 at 4% or $679,350 at 6%; with 50% employer match about $679,350 at 4% or $452,900 at 6%; with 100% employer match about $509,513 at 4% or $339,675 at 6%.
Continuum Wealth Advisors LLC 401(K) Profit Sharing Plan-3$123,056$122,283$40,761iApproximate average salary by contribution assumption: employee only about $1,019,025 at 4% or $679,350 at 6%; with 50% employer match about $679,350 at 4% or $452,900 at 6%; with 100% employer match about $509,513 at 4% or $339,675 at 6%.