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THE ADVISORY GROUP, INC.

Plan context: THE ADVISORY GROUP, INC. 401(K) PLAN

EIN 42-1375836 • Davenport, IA • 6 filings • 1 plans

2210 E 52nd StreetDavenport, IA 52807
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,584,104

2025 Contributions

$196,886

Historical Graphs

Total Assets Over Time

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

$1,584,104$792,052$0202020232025YearValue
$1,584,104Latest year 2025

Participants Over Time

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

840202020232025YearValue
7Latest 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
202517$1,584,104$196,886$28,127iApproximate average salary by contribution assumption: employee only about $703,164 at 4% or $468,776 at 6%; with 50% employer match about $468,776 at 4% or $312,517 at 6%; with 100% employer match about $351,582 at 4% or $234,388 at 6%.
THE ADVISORY GROUP, INC. 401(K) PLAN-7$1,584,104$196,886$28,127iApproximate average salary by contribution assumption: employee only about $703,164 at 4% or $468,776 at 6%; with 50% employer match about $468,776 at 4% or $312,517 at 6%; with 100% employer match about $351,582 at 4% or $234,388 at 6%.
202418$1,485,270$193,099$24,137iApproximate average salary by contribution assumption: employee only about $603,434 at 4% or $402,290 at 6%; with 50% employer match about $402,290 at 4% or $268,193 at 6%; with 100% employer match about $301,717 at 4% or $201,145 at 6%.
THE ADVISORY GROUP, INC. 401(K) PLAN-8$1,485,270$193,099$24,137iApproximate average salary by contribution assumption: employee only about $603,434 at 4% or $402,290 at 6%; with 50% employer match about $402,290 at 4% or $268,193 at 6%; with 100% employer match about $301,717 at 4% or $201,145 at 6%.
202317$1,213,846$178,228$25,461iApproximate average salary by contribution assumption: employee only about $636,529 at 4% or $424,352 at 6%; with 50% employer match about $424,352 at 4% or $282,902 at 6%; with 100% employer match about $318,264 at 4% or $212,176 at 6%.
THE ADVISORY GROUP, INC. 401(K) PLAN-7$1,213,846$178,228$25,461iApproximate average salary by contribution assumption: employee only about $636,529 at 4% or $424,352 at 6%; with 50% employer match about $424,352 at 4% or $282,902 at 6%; with 100% employer match about $318,264 at 4% or $212,176 at 6%.
202216$1,548,099$156,640$26,107iApproximate average salary by contribution assumption: employee only about $652,667 at 4% or $435,111 at 6%; with 50% employer match about $435,111 at 4% or $290,074 at 6%; with 100% employer match about $326,333 at 4% or $217,556 at 6%.
THE ADVISORY GROUP, INC. 401(K) PLAN-6$1,548,099$156,640$26,107iApproximate average salary by contribution assumption: employee only about $652,667 at 4% or $435,111 at 6%; with 50% employer match about $435,111 at 4% or $290,074 at 6%; with 100% employer match about $326,333 at 4% or $217,556 at 6%.
202117$1,564,239$147,594$21,085iApproximate average salary by contribution assumption: employee only about $527,121 at 4% or $351,414 at 6%; with 50% employer match about $351,414 at 4% or $234,276 at 6%; with 100% employer match about $263,561 at 4% or $175,707 at 6%.
THE ADVISORY GROUP, INC. 401(K) PLAN-7$1,564,239$147,594$21,085iApproximate average salary by contribution assumption: employee only about $527,121 at 4% or $351,414 at 6%; with 50% employer match about $351,414 at 4% or $234,276 at 6%; with 100% employer match about $263,561 at 4% or $175,707 at 6%.
202016$1,268,435$144,176$24,029iApproximate average salary by contribution assumption: employee only about $600,733 at 4% or $400,489 at 6%; with 50% employer match about $400,489 at 4% or $266,993 at 6%; with 100% employer match about $300,367 at 4% or $200,244 at 6%.
THE ADVISORY GROUP, INC. 401(K) PLAN-6$1,268,435$144,176$24,029iApproximate average salary by contribution assumption: employee only about $600,733 at 4% or $400,489 at 6%; with 50% employer match about $400,489 at 4% or $266,993 at 6%; with 100% employer match about $300,367 at 4% or $200,244 at 6%.