Civic Intelligence

FONVILLE WEALTH MANAGEMENT, LLC

Plan context: FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 27-2968809 • Richmond, VA • 8 filings • 1 plans

8001 Franklin Farms Drive208Richmond, VA 23229
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,230,329

2025 Contributions

$477,072

Historical Graphs

Total Assets Over Time

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

$1,230,329$615,165$0201820222025YearValue
$1,230,329Latest year 2025

Participants Over Time

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

1160201820222025YearValue
11Latest 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
2025111$1,230,329$477,072$43,370iApproximate average salary by contribution assumption: employee only about $1,084,255 at 4% or $722,836 at 6%; with 50% employer match about $722,836 at 4% or $481,891 at 6%; with 100% employer match about $542,127 at 4% or $361,418 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-11$1,230,329$477,072$43,370iApproximate average salary by contribution assumption: employee only about $1,084,255 at 4% or $722,836 at 6%; with 50% employer match about $722,836 at 4% or $481,891 at 6%; with 100% employer match about $542,127 at 4% or $361,418 at 6%.
202419$640,853$104,129$11,570iApproximate average salary by contribution assumption: employee only about $289,247 at 4% or $192,831 at 6%; with 50% employer match about $192,831 at 4% or $128,554 at 6%; with 100% employer match about $144,624 at 4% or $96,416 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-9$640,853$104,129$11,570iApproximate average salary by contribution assumption: employee only about $289,247 at 4% or $192,831 at 6%; with 50% employer match about $192,831 at 4% or $128,554 at 6%; with 100% employer match about $144,624 at 4% or $96,416 at 6%.
202316$466,904$91,667$15,278iApproximate average salary by contribution assumption: employee only about $381,946 at 4% or $254,631 at 6%; with 50% employer match about $254,631 at 4% or $169,754 at 6%; with 100% employer match about $190,973 at 4% or $127,315 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-6$466,904$91,667$15,278iApproximate average salary by contribution assumption: employee only about $381,946 at 4% or $254,631 at 6%; with 50% employer match about $254,631 at 4% or $169,754 at 6%; with 100% employer match about $190,973 at 4% or $127,315 at 6%.
202216$312,123$90,726$15,121iApproximate average salary by contribution assumption: employee only about $378,025 at 4% or $252,017 at 6%; with 50% employer match about $252,017 at 4% or $168,011 at 6%; with 100% employer match about $189,013 at 4% or $126,008 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-6$312,123$90,726$15,121iApproximate average salary by contribution assumption: employee only about $378,025 at 4% or $252,017 at 6%; with 50% employer match about $252,017 at 4% or $168,011 at 6%; with 100% employer match about $189,013 at 4% or $126,008 at 6%.
202117$263,591$73,898$10,557iApproximate average salary by contribution assumption: employee only about $263,921 at 4% or $175,948 at 6%; with 50% employer match about $175,948 at 4% or $117,298 at 6%; with 100% employer match about $131,961 at 4% or $87,974 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-7$263,591$73,898$10,557iApproximate average salary by contribution assumption: employee only about $263,921 at 4% or $175,948 at 6%; with 50% employer match about $175,948 at 4% or $117,298 at 6%; with 100% employer match about $131,961 at 4% or $87,974 at 6%.
202017$202,903$67,990$9,713iApproximate average salary by contribution assumption: employee only about $242,821 at 4% or $161,881 at 6%; with 50% employer match about $161,881 at 4% or $107,921 at 6%; with 100% employer match about $121,411 at 4% or $80,940 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-7$202,903$67,990$9,713iApproximate average salary by contribution assumption: employee only about $242,821 at 4% or $161,881 at 6%; with 50% employer match about $161,881 at 4% or $107,921 at 6%; with 100% employer match about $121,411 at 4% or $80,940 at 6%.
201915$107,316$64,901$12,980iApproximate average salary by contribution assumption: employee only about $324,505 at 4% or $216,337 at 6%; with 50% employer match about $216,337 at 4% or $144,224 at 6%; with 100% employer match about $162,253 at 4% or $108,168 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-5$107,316$64,901$12,980iApproximate average salary by contribution assumption: employee only about $324,505 at 4% or $216,337 at 6%; with 50% employer match about $216,337 at 4% or $144,224 at 6%; with 100% employer match about $162,253 at 4% or $108,168 at 6%.
201813$28,448$31,169$10,390iApproximate average salary by contribution assumption: employee only about $259,742 at 4% or $173,161 at 6%; with 50% employer match about $173,161 at 4% or $115,441 at 6%; with 100% employer match about $129,871 at 4% or $86,581 at 6%.
FONVILLE WEALTH MANAGEMENT, LLC 401(K) PLAN-3$28,448$31,169$10,390iApproximate average salary by contribution assumption: employee only about $259,742 at 4% or $173,161 at 6%; with 50% employer match about $173,161 at 4% or $115,441 at 6%; with 100% employer match about $129,871 at 4% or $86,581 at 6%.