Civic Intelligence

Wealthguard Advisors Inc.

Plan context: WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN

EIN 27-3328265 • Placerville, CA • 21 filings • 2 plans

496 Main StreetPlacerville, CA 95667
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,152,094

2025 Contributions

$452,988

Historical Graphs

Total Assets Over Time

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

$4,152,094$2,076,047$0201120182025YearValue
$4,152,094Latest year 2025

Participants Over Time

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

530201120182025YearValue
5Latest 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
202525$4,152,094$452,988$90,598iApproximate average salary by contribution assumption: employee only about $2,264,940 at 4% or $1,509,960 at 6%; with 50% employer match about $1,509,960 at 4% or $1,006,640 at 6%; with 100% employer match about $1,132,470 at 4% or $754,980 at 6%.
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN-5$2,119,128$298,544$59,709iApproximate average salary by contribution assumption: employee only about $1,492,720 at 4% or $995,147 at 6%; with 50% employer match about $995,147 at 4% or $663,431 at 6%; with 100% employer match about $746,360 at 4% or $497,573 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-5$2,032,966$154,444$30,889iApproximate average salary by contribution assumption: employee only about $772,220 at 4% or $514,813 at 6%; with 50% employer match about $514,813 at 4% or $343,209 at 6%; with 100% employer match about $386,110 at 4% or $257,407 at 6%.
202425$3,617,702$350,161$70,032iApproximate average salary by contribution assumption: employee only about $1,750,805 at 4% or $1,167,203 at 6%; with 50% employer match about $1,167,203 at 4% or $778,136 at 6%; with 100% employer match about $875,403 at 4% or $583,602 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-5$1,975,902$110,161$22,032iApproximate average salary by contribution assumption: employee only about $550,805 at 4% or $367,203 at 6%; with 50% employer match about $367,203 at 4% or $244,802 at 6%; with 100% employer match about $275,403 at 4% or $183,602 at 6%.
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN-5$1,641,800$240,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
202325$2,463,754$488,993$97,799iApproximate average salary by contribution assumption: employee only about $2,444,965 at 4% or $1,629,977 at 6%; with 50% employer match about $1,629,977 at 4% or $1,086,651 at 6%; with 100% employer match about $1,222,483 at 4% or $814,988 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-5$1,346,915$102,943$20,589iApproximate average salary by contribution assumption: employee only about $514,715 at 4% or $343,143 at 6%; with 50% employer match about $343,143 at 4% or $228,762 at 6%; with 100% employer match about $257,357 at 4% or $171,572 at 6%.
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN-5$1,116,839$386,050$77,210iApproximate average salary by contribution assumption: employee only about $1,930,250 at 4% or $1,286,833 at 6%; with 50% employer match about $1,286,833 at 4% or $857,889 at 6%; with 100% employer match about $965,125 at 4% or $643,417 at 6%.
202225$1,410,622$454,659$90,932iApproximate average salary by contribution assumption: employee only about $2,273,295 at 4% or $1,515,530 at 6%; with 50% employer match about $1,515,530 at 4% or $1,010,353 at 6%; with 100% employer match about $1,136,648 at 4% or $757,765 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-5$845,387$99,659$19,932iApproximate average salary by contribution assumption: employee only about $498,295 at 4% or $332,197 at 6%; with 50% employer match about $332,197 at 4% or $221,464 at 6%; with 100% employer match about $249,148 at 4% or $166,098 at 6%.
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN-4$565,235$355,000$88,750iApproximate average salary by contribution assumption: employee only about $2,218,750 at 4% or $1,479,167 at 6%; with 50% employer match about $1,479,167 at 4% or $986,111 at 6%; with 100% employer match about $1,109,375 at 4% or $739,583 at 6%.
202124$2,746,716$402,920$100,730iApproximate average salary by contribution assumption: employee only about $2,518,250 at 4% or $1,678,833 at 6%; with 50% employer match about $1,678,833 at 4% or $1,119,222 at 6%; with 100% employer match about $1,259,125 at 4% or $839,417 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$2,195,096$94,450$23,613iApproximate average salary by contribution assumption: employee only about $590,313 at 4% or $393,542 at 6%; with 50% employer match about $393,542 at 4% or $262,361 at 6%; with 100% employer match about $295,156 at 4% or $196,771 at 6%.
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN-3$551,620$308,470$102,823iApproximate average salary by contribution assumption: employee only about $2,570,583 at 4% or $1,713,722 at 6%; with 50% employer match about $1,713,722 at 4% or $1,142,481 at 6%; with 100% employer match about $1,285,292 at 4% or $856,861 at 6%.
202024$1,898,851$288,854$72,214iApproximate average salary by contribution assumption: employee only about $1,805,338 at 4% or $1,203,558 at 6%; with 50% employer match about $1,203,558 at 4% or $802,372 at 6%; with 100% employer match about $902,669 at 4% or $601,779 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$1,701,554$91,557$22,889iApproximate average salary by contribution assumption: employee only about $572,231 at 4% or $381,488 at 6%; with 50% employer match about $381,488 at 4% or $254,325 at 6%; with 100% employer match about $286,116 at 4% or $190,744 at 6%.
WEALTHGUARD ADVISORS, INC. DEFINED BENEFIT PLAN-3$197,297$197,297$65,766iApproximate average salary by contribution assumption: employee only about $1,644,142 at 4% or $1,096,094 at 6%; with 50% employer match about $1,096,094 at 4% or $730,730 at 6%; with 100% employer match about $822,071 at 4% or $548,047 at 6%.
201913$1,034,226$280,156$93,385iApproximate average salary by contribution assumption: employee only about $2,334,633 at 4% or $1,556,422 at 6%; with 50% employer match about $1,556,422 at 4% or $1,037,615 at 6%; with 100% employer match about $1,167,317 at 4% or $778,211 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-3$1,034,226$280,156$93,385iApproximate average salary by contribution assumption: employee only about $2,334,633 at 4% or $1,556,422 at 6%; with 50% employer match about $1,556,422 at 4% or $1,037,615 at 6%; with 100% employer match about $1,167,317 at 4% or $778,211 at 6%.
201814$553,938$111,718$27,930iApproximate average salary by contribution assumption: employee only about $698,238 at 4% or $465,492 at 6%; with 50% employer match about $465,492 at 4% or $310,328 at 6%; with 100% employer match about $349,119 at 4% or $232,746 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$553,938$111,718$27,930iApproximate average salary by contribution assumption: employee only about $698,238 at 4% or $465,492 at 6%; with 50% employer match about $465,492 at 4% or $310,328 at 6%; with 100% employer match about $349,119 at 4% or $232,746 at 6%.
201715$470,799$109,224$21,845iApproximate average salary by contribution assumption: employee only about $546,120 at 4% or $364,080 at 6%; with 50% employer match about $364,080 at 4% or $242,720 at 6%; with 100% employer match about $273,060 at 4% or $182,040 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-5$470,799$109,224$21,845iApproximate average salary by contribution assumption: employee only about $546,120 at 4% or $364,080 at 6%; with 50% employer match about $364,080 at 4% or $242,720 at 6%; with 100% employer match about $273,060 at 4% or $182,040 at 6%.
201613$323,797$67,208$22,403iApproximate average salary by contribution assumption: employee only about $560,067 at 4% or $373,378 at 6%; with 50% employer match about $373,378 at 4% or $248,919 at 6%; with 100% employer match about $280,033 at 4% or $186,689 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-3$323,797$67,208$22,403iApproximate average salary by contribution assumption: employee only about $560,067 at 4% or $373,378 at 6%; with 50% employer match about $373,378 at 4% or $248,919 at 6%; with 100% employer match about $280,033 at 4% or $186,689 at 6%.
201513$279,778$64,677$21,559iApproximate average salary by contribution assumption: employee only about $538,975 at 4% or $359,317 at 6%; with 50% employer match about $359,317 at 4% or $239,544 at 6%; with 100% employer match about $269,488 at 4% or $179,658 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-3$279,778$64,677$21,559iApproximate average salary by contribution assumption: employee only about $538,975 at 4% or $359,317 at 6%; with 50% employer match about $359,317 at 4% or $239,544 at 6%; with 100% employer match about $269,488 at 4% or $179,658 at 6%.
201414$237,851$59,877$14,969iApproximate average salary by contribution assumption: employee only about $374,231 at 4% or $249,488 at 6%; with 50% employer match about $249,488 at 4% or $166,325 at 6%; with 100% employer match about $187,116 at 4% or $124,744 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$237,851$59,877$14,969iApproximate average salary by contribution assumption: employee only about $374,231 at 4% or $249,488 at 6%; with 50% employer match about $249,488 at 4% or $166,325 at 6%; with 100% employer match about $187,116 at 4% or $124,744 at 6%.
201314$180,374$38,895$9,724iApproximate average salary by contribution assumption: employee only about $243,094 at 4% or $162,063 at 6%; with 50% employer match about $162,063 at 4% or $108,042 at 6%; with 100% employer match about $121,547 at 4% or $81,031 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$180,374$38,895$9,724iApproximate average salary by contribution assumption: employee only about $243,094 at 4% or $162,063 at 6%; with 50% employer match about $162,063 at 4% or $108,042 at 6%; with 100% employer match about $121,547 at 4% or $81,031 at 6%.
201214$118,122$26,313$6,578iApproximate average salary by contribution assumption: employee only about $164,456 at 4% or $109,638 at 6%; with 50% employer match about $109,638 at 4% or $73,092 at 6%; with 100% employer match about $82,228 at 4% or $54,819 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$118,122$26,313$6,578iApproximate average salary by contribution assumption: employee only about $164,456 at 4% or $109,638 at 6%; with 50% employer match about $109,638 at 4% or $73,092 at 6%; with 100% employer match about $82,228 at 4% or $54,819 at 6%.
201114$84,193$36,742$9,186iApproximate average salary by contribution assumption: employee only about $229,638 at 4% or $153,092 at 6%; with 50% employer match about $153,092 at 4% or $102,061 at 6%; with 100% employer match about $114,819 at 4% or $76,546 at 6%.
Wealthguard Advisors Inc. 401(K) Profit Sharing Plan & Trust-4$84,193$36,742$9,186iApproximate average salary by contribution assumption: employee only about $229,638 at 4% or $153,092 at 6%; with 50% employer match about $153,092 at 4% or $102,061 at 6%; with 100% employer match about $114,819 at 4% or $76,546 at 6%.