The Advisory Group Inc.
Plan context: The Advisory Group Inc. 401(K) Plan
EIN 42-1375826 • Davenport, IA • 7 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$1,141,352
2019 Contributions
$72,046
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 5 | $1,141,352 | $72,046 | $14,409iApproximate average salary by contribution assumption: employee only about $360,230 at 4% or $240,153 at 6%; with 50% employer match about $240,153 at 4% or $160,102 at 6%; with 100% employer match about $180,115 at 4% or $120,077 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 5 | $1,141,352 | $72,046 | $14,409iApproximate average salary by contribution assumption: employee only about $360,230 at 4% or $240,153 at 6%; with 50% employer match about $240,153 at 4% or $160,102 at 6%; with 100% employer match about $180,115 at 4% or $120,077 at 6%. |
| 2018 | 1 | 5 | $880,532 | $69,588 | $13,918iApproximate average salary by contribution assumption: employee only about $347,940 at 4% or $231,960 at 6%; with 50% employer match about $231,960 at 4% or $154,640 at 6%; with 100% employer match about $173,970 at 4% or $115,980 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 5 | $880,532 | $69,588 | $13,918iApproximate average salary by contribution assumption: employee only about $347,940 at 4% or $231,960 at 6%; with 50% employer match about $231,960 at 4% or $154,640 at 6%; with 100% employer match about $173,970 at 4% or $115,980 at 6%. |
| 2017 | 1 | 4 | $845,123 | $66,434 | $16,609iApproximate average salary by contribution assumption: employee only about $415,213 at 4% or $276,808 at 6%; with 50% employer match about $276,808 at 4% or $184,539 at 6%; with 100% employer match about $207,606 at 4% or $138,404 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 4 | $845,123 | $66,434 | $16,609iApproximate average salary by contribution assumption: employee only about $415,213 at 4% or $276,808 at 6%; with 50% employer match about $276,808 at 4% or $184,539 at 6%; with 100% employer match about $207,606 at 4% or $138,404 at 6%. |
| 2016 | 1 | 4 | $663,289 | $66,816 | $16,704iApproximate average salary by contribution assumption: employee only about $417,600 at 4% or $278,400 at 6%; with 50% employer match about $278,400 at 4% or $185,600 at 6%; with 100% employer match about $208,800 at 4% or $139,200 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 4 | $663,289 | $66,816 | $16,704iApproximate average salary by contribution assumption: employee only about $417,600 at 4% or $278,400 at 6%; with 50% employer match about $278,400 at 4% or $185,600 at 6%; with 100% employer match about $208,800 at 4% or $139,200 at 6%. |
| 2015 | 1 | 5 | $550,313 | $65,486 | $13,097iApproximate average salary by contribution assumption: employee only about $327,430 at 4% or $218,287 at 6%; with 50% employer match about $218,287 at 4% or $145,524 at 6%; with 100% employer match about $163,715 at 4% or $109,143 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 5 | $550,313 | $65,486 | $13,097iApproximate average salary by contribution assumption: employee only about $327,430 at 4% or $218,287 at 6%; with 50% employer match about $218,287 at 4% or $145,524 at 6%; with 100% employer match about $163,715 at 4% or $109,143 at 6%. |
| 2014 | 1 | 3 | $476,668 | $60,818 | $20,273iApproximate average salary by contribution assumption: employee only about $506,817 at 4% or $337,878 at 6%; with 50% employer match about $337,878 at 4% or $225,252 at 6%; with 100% employer match about $253,408 at 4% or $168,939 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 3 | $476,668 | $60,818 | $20,273iApproximate average salary by contribution assumption: employee only about $506,817 at 4% or $337,878 at 6%; with 50% employer match about $337,878 at 4% or $225,252 at 6%; with 100% employer match about $253,408 at 4% or $168,939 at 6%. |
| 2013 | 1 | 4 | $385,277 | $338,453 | $84,613iApproximate average salary by contribution assumption: employee only about $2,115,331 at 4% or $1,410,221 at 6%; with 50% employer match about $1,410,221 at 4% or $940,147 at 6%; with 100% employer match about $1,057,666 at 4% or $705,110 at 6%. |
| The Advisory Group Inc. 401(K) Plan | - | 4 | $385,277 | $338,453 | $84,613iApproximate average salary by contribution assumption: employee only about $2,115,331 at 4% or $1,410,221 at 6%; with 50% employer match about $1,410,221 at 4% or $940,147 at 6%; with 100% employer match about $1,057,666 at 4% or $705,110 at 6%. |