Civic Intelligence

Avalon Wealth Advisory Inc.

Plan context: Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan

EIN 35-2127994 • Indianapolis, IN • 24 filings • 1 plans

9775 Crosspoint Blvd Ste 110Indianapolis, IN 46256
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,559,937

2024 Contributions

$257,761

Historical Graphs

Total Assets Over Time

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

$3,559,937$1,779,969$0200120132024YearValue
$3,559,937Latest year 2024

Participants Over Time

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

1580200120132024YearValue
15Latest 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
2024115$3,559,937$257,761$17,184iApproximate average salary by contribution assumption: employee only about $429,602 at 4% or $286,401 at 6%; with 50% employer match about $286,401 at 4% or $190,934 at 6%; with 100% employer match about $214,801 at 4% or $143,201 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-15$3,559,937$257,761$17,184iApproximate average salary by contribution assumption: employee only about $429,602 at 4% or $286,401 at 6%; with 50% employer match about $286,401 at 4% or $190,934 at 6%; with 100% employer match about $214,801 at 4% or $143,201 at 6%.
2023114$2,981,585$241,220$17,230iApproximate average salary by contribution assumption: employee only about $430,750 at 4% or $287,167 at 6%; with 50% employer match about $287,167 at 4% or $191,444 at 6%; with 100% employer match about $215,375 at 4% or $143,583 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-14$2,981,585$241,220$17,230iApproximate average salary by contribution assumption: employee only about $430,750 at 4% or $287,167 at 6%; with 50% employer match about $287,167 at 4% or $191,444 at 6%; with 100% employer match about $215,375 at 4% or $143,583 at 6%.
2022114$2,477,000$240,856$17,204iApproximate average salary by contribution assumption: employee only about $430,100 at 4% or $286,733 at 6%; with 50% employer match about $286,733 at 4% or $191,156 at 6%; with 100% employer match about $215,050 at 4% or $143,367 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-14$2,477,000$240,856$17,204iApproximate average salary by contribution assumption: employee only about $430,100 at 4% or $286,733 at 6%; with 50% employer match about $286,733 at 4% or $191,156 at 6%; with 100% employer match about $215,050 at 4% or $143,367 at 6%.
2021112$2,527,469$189,517$15,793iApproximate average salary by contribution assumption: employee only about $394,827 at 4% or $263,218 at 6%; with 50% employer match about $263,218 at 4% or $175,479 at 6%; with 100% employer match about $197,414 at 4% or $131,609 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-12$2,527,469$189,517$15,793iApproximate average salary by contribution assumption: employee only about $394,827 at 4% or $263,218 at 6%; with 50% employer match about $263,218 at 4% or $175,479 at 6%; with 100% employer match about $197,414 at 4% or $131,609 at 6%.
2020113$2,185,674$162,013$12,463iApproximate average salary by contribution assumption: employee only about $311,563 at 4% or $207,709 at 6%; with 50% employer match about $207,709 at 4% or $138,473 at 6%; with 100% employer match about $155,782 at 4% or $103,854 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-13$2,185,674$162,013$12,463iApproximate average salary by contribution assumption: employee only about $311,563 at 4% or $207,709 at 6%; with 50% employer match about $207,709 at 4% or $138,473 at 6%; with 100% employer match about $155,782 at 4% or $103,854 at 6%.
2019112$1,884,066$161,573$13,464iApproximate average salary by contribution assumption: employee only about $336,610 at 4% or $224,407 at 6%; with 50% employer match about $224,407 at 4% or $149,605 at 6%; with 100% employer match about $168,305 at 4% or $112,203 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-12$1,884,066$161,573$13,464iApproximate average salary by contribution assumption: employee only about $336,610 at 4% or $224,407 at 6%; with 50% employer match about $224,407 at 4% or $149,605 at 6%; with 100% employer match about $168,305 at 4% or $112,203 at 6%.
2018111$1,440,761$144,888$13,172iApproximate average salary by contribution assumption: employee only about $329,291 at 4% or $219,527 at 6%; with 50% employer match about $219,527 at 4% or $146,352 at 6%; with 100% employer match about $164,645 at 4% or $109,764 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-11$1,440,761$144,888$13,172iApproximate average salary by contribution assumption: employee only about $329,291 at 4% or $219,527 at 6%; with 50% employer match about $219,527 at 4% or $146,352 at 6%; with 100% employer match about $164,645 at 4% or $109,764 at 6%.
201719$1,369,100$141,544$15,727iApproximate average salary by contribution assumption: employee only about $393,178 at 4% or $262,119 at 6%; with 50% employer match about $262,119 at 4% or $174,746 at 6%; with 100% employer match about $196,589 at 4% or $131,059 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-9$1,369,100$141,544$15,727iApproximate average salary by contribution assumption: employee only about $393,178 at 4% or $262,119 at 6%; with 50% employer match about $262,119 at 4% or $174,746 at 6%; with 100% employer match about $196,589 at 4% or $131,059 at 6%.
2016111$1,368,352$102,027$9,275iApproximate average salary by contribution assumption: employee only about $231,880 at 4% or $154,586 at 6%; with 50% employer match about $154,586 at 4% or $103,058 at 6%; with 100% employer match about $115,940 at 4% or $77,293 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-11$1,368,352$102,027$9,275iApproximate average salary by contribution assumption: employee only about $231,880 at 4% or $154,586 at 6%; with 50% employer match about $154,586 at 4% or $103,058 at 6%; with 100% employer match about $115,940 at 4% or $77,293 at 6%.
2015110$1,200,704$150,814$15,081iApproximate average salary by contribution assumption: employee only about $377,035 at 4% or $251,357 at 6%; with 50% employer match about $251,357 at 4% or $167,571 at 6%; with 100% employer match about $188,518 at 4% or $125,678 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-10$1,200,704$150,814$15,081iApproximate average salary by contribution assumption: employee only about $377,035 at 4% or $251,357 at 6%; with 50% employer match about $251,357 at 4% or $167,571 at 6%; with 100% employer match about $188,518 at 4% or $125,678 at 6%.
2014110$1,062,234$125,114$12,511iApproximate average salary by contribution assumption: employee only about $312,785 at 4% or $208,523 at 6%; with 50% employer match about $208,523 at 4% or $139,016 at 6%; with 100% employer match about $156,393 at 4% or $104,262 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-10$1,062,234$125,114$12,511iApproximate average salary by contribution assumption: employee only about $312,785 at 4% or $208,523 at 6%; with 50% employer match about $208,523 at 4% or $139,016 at 6%; with 100% employer match about $156,393 at 4% or $104,262 at 6%.
201319$1,022,897$116,588$12,954iApproximate average salary by contribution assumption: employee only about $323,856 at 4% or $215,904 at 6%; with 50% employer match about $215,904 at 4% or $143,936 at 6%; with 100% employer match about $161,928 at 4% or $107,952 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-9$1,022,897$116,588$12,954iApproximate average salary by contribution assumption: employee only about $323,856 at 4% or $215,904 at 6%; with 50% employer match about $215,904 at 4% or $143,936 at 6%; with 100% employer match about $161,928 at 4% or $107,952 at 6%.
201219$831,445$107,096$11,900iApproximate average salary by contribution assumption: employee only about $297,489 at 4% or $198,326 at 6%; with 50% employer match about $198,326 at 4% or $132,217 at 6%; with 100% employer match about $148,744 at 4% or $99,163 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-9$831,445$107,096$11,900iApproximate average salary by contribution assumption: employee only about $297,489 at 4% or $198,326 at 6%; with 50% employer match about $198,326 at 4% or $132,217 at 6%; with 100% employer match about $148,744 at 4% or $99,163 at 6%.
201118$652,643$104,098$13,012iApproximate average salary by contribution assumption: employee only about $325,306 at 4% or $216,871 at 6%; with 50% employer match about $216,871 at 4% or $144,581 at 6%; with 100% employer match about $162,653 at 4% or $108,435 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-8$652,643$104,098$13,012iApproximate average salary by contribution assumption: employee only about $325,306 at 4% or $216,871 at 6%; with 50% employer match about $216,871 at 4% or $144,581 at 6%; with 100% employer match about $162,653 at 4% or $108,435 at 6%.
201018$847,354$86,252$10,782iApproximate average salary by contribution assumption: employee only about $269,538 at 4% or $179,692 at 6%; with 50% employer match about $179,692 at 4% or $119,794 at 6%; with 100% employer match about $134,769 at 4% or $89,846 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-8$847,354$86,252$10,782iApproximate average salary by contribution assumption: employee only about $269,538 at 4% or $179,692 at 6%; with 50% employer match about $179,692 at 4% or $119,794 at 6%; with 100% employer match about $134,769 at 4% or $89,846 at 6%.
200918$685,260$90,062$11,258iApproximate average salary by contribution assumption: employee only about $281,444 at 4% or $187,629 at 6%; with 50% employer match about $187,629 at 4% or $125,086 at 6%; with 100% employer match about $140,722 at 4% or $93,815 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-8$685,260$90,062$11,258iApproximate average salary by contribution assumption: employee only about $281,444 at 4% or $187,629 at 6%; with 50% employer match about $187,629 at 4% or $125,086 at 6%; with 100% employer match about $140,722 at 4% or $93,815 at 6%.
200818$444,725$76,491$9,561iApproximate average salary by contribution assumption: employee only about $239,034 at 4% or $159,356 at 6%; with 50% employer match about $159,356 at 4% or $106,238 at 6%; with 100% employer match about $119,517 at 4% or $79,678 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-8$444,725$76,491$9,561iApproximate average salary by contribution assumption: employee only about $239,034 at 4% or $159,356 at 6%; with 50% employer match about $159,356 at 4% or $106,238 at 6%; with 100% employer match about $119,517 at 4% or $79,678 at 6%.
200716$0$0-
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-6---
200615$259,494$72,823$14,565iApproximate average salary by contribution assumption: employee only about $364,115 at 4% or $242,743 at 6%; with 50% employer match about $242,743 at 4% or $161,829 at 6%; with 100% employer match about $182,058 at 4% or $121,372 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-5$259,494$72,823$14,565iApproximate average salary by contribution assumption: employee only about $364,115 at 4% or $242,743 at 6%; with 50% employer match about $242,743 at 4% or $161,829 at 6%; with 100% employer match about $182,058 at 4% or $121,372 at 6%.
200515$226,178$65,111$13,022iApproximate average salary by contribution assumption: employee only about $325,555 at 4% or $217,037 at 6%; with 50% employer match about $217,037 at 4% or $144,691 at 6%; with 100% employer match about $162,778 at 4% or $108,518 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-5$226,178$65,111$13,022iApproximate average salary by contribution assumption: employee only about $325,555 at 4% or $217,037 at 6%; with 50% employer match about $217,037 at 4% or $144,691 at 6%; with 100% employer match about $162,778 at 4% or $108,518 at 6%.
200416$155,305$54,029$9,005iApproximate average salary by contribution assumption: employee only about $225,121 at 4% or $150,081 at 6%; with 50% employer match about $150,081 at 4% or $100,054 at 6%; with 100% employer match about $112,560 at 4% or $75,040 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-6$155,305$54,029$9,005iApproximate average salary by contribution assumption: employee only about $225,121 at 4% or $150,081 at 6%; with 50% employer match about $150,081 at 4% or $100,054 at 6%; with 100% employer match about $112,560 at 4% or $75,040 at 6%.
200315$92,691$39,972$7,994iApproximate average salary by contribution assumption: employee only about $199,860 at 4% or $133,240 at 6%; with 50% employer match about $133,240 at 4% or $88,827 at 6%; with 100% employer match about $99,930 at 4% or $66,620 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-5$92,691$39,972$7,994iApproximate average salary by contribution assumption: employee only about $199,860 at 4% or $133,240 at 6%; with 50% employer match about $133,240 at 4% or $88,827 at 6%; with 100% employer match about $99,930 at 4% or $66,620 at 6%.
200214$43,421$28,194$7,049iApproximate average salary by contribution assumption: employee only about $176,213 at 4% or $117,475 at 6%; with 50% employer match about $117,475 at 4% or $78,317 at 6%; with 100% employer match about $88,106 at 4% or $58,738 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-4$43,421$28,194$7,049iApproximate average salary by contribution assumption: employee only about $176,213 at 4% or $117,475 at 6%; with 50% employer match about $117,475 at 4% or $78,317 at 6%; with 100% employer match about $88,106 at 4% or $58,738 at 6%.
200114$17,601$17,191$4,298iApproximate average salary by contribution assumption: employee only about $107,444 at 4% or $71,629 at 6%; with 50% employer match about $71,629 at 4% or $47,753 at 6%; with 100% employer match about $53,722 at 4% or $35,815 at 6%.
Avalon Wealth Advisory Inc. Cash or Deferred Profit Sharing Plan-4$17,601$17,191$4,298iApproximate average salary by contribution assumption: employee only about $107,444 at 4% or $71,629 at 6%; with 50% employer match about $71,629 at 4% or $47,753 at 6%; with 100% employer match about $53,722 at 4% or $35,815 at 6%.