Bob Wilson & Associates D/B/A Advisa
Plan context: Advisa 401(K) Plan
EIN 35-1940310 • Carmel, IN • 8 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
24
2023 Assets
$1,027,801
2023 Contributions
$235,089
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $235,089 | - |
| Advisa 401(K) Plan | - | 0 | $0 | $235,089 | - |
| 2022 | 1 | 24 | $1,027,801 | $253,253 | $10,552iApproximate average salary by contribution assumption: employee only about $263,805 at 4% or $175,870 at 6%; with 50% employer match about $175,870 at 4% or $117,247 at 6%; with 100% employer match about $131,903 at 4% or $87,935 at 6%. |
| Advisa 401(K) Plan | - | 24 | $1,027,801 | $253,253 | $10,552iApproximate average salary by contribution assumption: employee only about $263,805 at 4% or $175,870 at 6%; with 50% employer match about $175,870 at 4% or $117,247 at 6%; with 100% employer match about $131,903 at 4% or $87,935 at 6%. |
| 2021 | 1 | 21 | $967,887 | $193,721 | $9,225iApproximate average salary by contribution assumption: employee only about $230,620 at 4% or $153,747 at 6%; with 50% employer match about $153,747 at 4% or $102,498 at 6%; with 100% employer match about $115,310 at 4% or $76,873 at 6%. |
| Advisa 401(K) Plan | - | 21 | $967,887 | $193,721 | $9,225iApproximate average salary by contribution assumption: employee only about $230,620 at 4% or $153,747 at 6%; with 50% employer match about $153,747 at 4% or $102,498 at 6%; with 100% employer match about $115,310 at 4% or $76,873 at 6%. |
| 2020 | 1 | 18 | $845,910 | $96,902 | $5,383iApproximate average salary by contribution assumption: employee only about $134,586 at 4% or $89,724 at 6%; with 50% employer match about $89,724 at 4% or $59,816 at 6%; with 100% employer match about $67,293 at 4% or $44,862 at 6%. |
| Advisa 401(K) Plan | - | 18 | $845,910 | $96,902 | $5,383iApproximate average salary by contribution assumption: employee only about $134,586 at 4% or $89,724 at 6%; with 50% employer match about $89,724 at 4% or $59,816 at 6%; with 100% employer match about $67,293 at 4% or $44,862 at 6%. |
| 2019 | 1 | 16 | $630,743 | $139,278 | $8,705iApproximate average salary by contribution assumption: employee only about $217,622 at 4% or $145,081 at 6%; with 50% employer match about $145,081 at 4% or $96,721 at 6%; with 100% employer match about $108,811 at 4% or $72,541 at 6%. |
| Advisa 401(K) Plan | - | 16 | $630,743 | $139,278 | $8,705iApproximate average salary by contribution assumption: employee only about $217,622 at 4% or $145,081 at 6%; with 50% employer match about $145,081 at 4% or $96,721 at 6%; with 100% employer match about $108,811 at 4% or $72,541 at 6%. |
| 2018 | 1 | 15 | $492,438 | $153,601 | $10,240iApproximate average salary by contribution assumption: employee only about $256,002 at 4% or $170,668 at 6%; with 50% employer match about $170,668 at 4% or $113,779 at 6%; with 100% employer match about $128,001 at 4% or $85,334 at 6%. |
| Advisa 401(K) Plan | - | 15 | $492,438 | $153,601 | $10,240iApproximate average salary by contribution assumption: employee only about $256,002 at 4% or $170,668 at 6%; with 50% employer match about $170,668 at 4% or $113,779 at 6%; with 100% employer match about $128,001 at 4% or $85,334 at 6%. |
| 2017 | 1 | 21 | $373,997 | $189,727 | $9,035iApproximate average salary by contribution assumption: employee only about $225,865 at 4% or $150,577 at 6%; with 50% employer match about $150,577 at 4% or $100,385 at 6%; with 100% employer match about $112,933 at 4% or $75,288 at 6%. |
| Advisa 401(K) Plan | - | 21 | $373,997 | $189,727 | $9,035iApproximate average salary by contribution assumption: employee only about $225,865 at 4% or $150,577 at 6%; with 50% employer match about $150,577 at 4% or $100,385 at 6%; with 100% employer match about $112,933 at 4% or $75,288 at 6%. |
| 2016 | 1 | 12 | $146,479 | $139,332 | $11,611iApproximate average salary by contribution assumption: employee only about $290,275 at 4% or $193,517 at 6%; with 50% employer match about $193,517 at 4% or $129,011 at 6%; with 100% employer match about $145,138 at 4% or $96,758 at 6%. |
| Advisa 401(K) Plan | - | 12 | $146,479 | $139,332 | $11,611iApproximate average salary by contribution assumption: employee only about $290,275 at 4% or $193,517 at 6%; with 50% employer match about $193,517 at 4% or $129,011 at 6%; with 100% employer match about $145,138 at 4% or $96,758 at 6%. |