Civic Intelligence

Cgi Wealth Management LLC

Plan context: Cgi Wealth Management LLC 401(K) Plan

EIN 45-4127377 • Auburn, NH • 14 filings • 2 plans

5 Dartmouth DriveAuburn, NH 03032
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,902,528

2025 Contributions

$82,932

Historical Graphs

Total Assets Over Time

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

$1,902,528$951,264$0201220192025YearValue
$1,902,528Latest year 2025

Participants Over Time

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

630201220192025YearValue
6Latest 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
202516$1,902,528$82,932$13,822iApproximate average salary by contribution assumption: employee only about $345,550 at 4% or $230,367 at 6%; with 50% employer match about $230,367 at 4% or $153,578 at 6%; with 100% employer match about $172,775 at 4% or $115,183 at 6%.
Cgi Wealth Management LLC 401(K) Plan-6$1,902,528$82,932$13,822iApproximate average salary by contribution assumption: employee only about $345,550 at 4% or $230,367 at 6%; with 50% employer match about $230,367 at 4% or $153,578 at 6%; with 100% employer match about $172,775 at 4% or $115,183 at 6%.
202415$1,602,859$78,479$15,696iApproximate average salary by contribution assumption: employee only about $392,395 at 4% or $261,597 at 6%; with 50% employer match about $261,597 at 4% or $174,398 at 6%; with 100% employer match about $196,198 at 4% or $130,798 at 6%.
Cgi Wealth Management LLC 401(K) Plan-5$1,602,859$78,479$15,696iApproximate average salary by contribution assumption: employee only about $392,395 at 4% or $261,597 at 6%; with 50% employer match about $261,597 at 4% or $174,398 at 6%; with 100% employer match about $196,198 at 4% or $130,798 at 6%.
202315$1,242,434$79,244$15,849iApproximate average salary by contribution assumption: employee only about $396,220 at 4% or $264,147 at 6%; with 50% employer match about $264,147 at 4% or $176,098 at 6%; with 100% employer match about $198,110 at 4% or $132,073 at 6%.
Cgi Wealth Management LLC 401(K) Plan-5$1,242,434$79,244$15,849iApproximate average salary by contribution assumption: employee only about $396,220 at 4% or $264,147 at 6%; with 50% employer match about $264,147 at 4% or $176,098 at 6%; with 100% employer match about $198,110 at 4% or $132,073 at 6%.
202215$966,738$206,773$41,355iApproximate average salary by contribution assumption: employee only about $1,033,865 at 4% or $689,243 at 6%; with 50% employer match about $689,243 at 4% or $459,496 at 6%; with 100% employer match about $516,933 at 4% or $344,622 at 6%.
Cgi Wealth Management LLC 401(K) Plan-5$966,738$206,773$41,355iApproximate average salary by contribution assumption: employee only about $1,033,865 at 4% or $689,243 at 6%; with 50% employer match about $689,243 at 4% or $459,496 at 6%; with 100% employer match about $516,933 at 4% or $344,622 at 6%.
202114$1,030,289$301,037$75,259iApproximate average salary by contribution assumption: employee only about $1,881,481 at 4% or $1,254,321 at 6%; with 50% employer match about $1,254,321 at 4% or $836,214 at 6%; with 100% employer match about $940,741 at 4% or $627,160 at 6%.
Cgi Wealth Management LLC 401(K) Plan-4$1,030,289$301,037$75,259iApproximate average salary by contribution assumption: employee only about $1,881,481 at 4% or $1,254,321 at 6%; with 50% employer match about $1,254,321 at 4% or $836,214 at 6%; with 100% employer match about $940,741 at 4% or $627,160 at 6%.
202013$641,140$66,582$22,194iApproximate average salary by contribution assumption: employee only about $554,850 at 4% or $369,900 at 6%; with 50% employer match about $369,900 at 4% or $246,600 at 6%; with 100% employer match about $277,425 at 4% or $184,950 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$641,140$66,582$22,194iApproximate average salary by contribution assumption: employee only about $554,850 at 4% or $369,900 at 6%; with 50% employer match about $369,900 at 4% or $246,600 at 6%; with 100% employer match about $277,425 at 4% or $184,950 at 6%.
201913$404,846$63,656$21,219iApproximate average salary by contribution assumption: employee only about $530,467 at 4% or $353,644 at 6%; with 50% employer match about $353,644 at 4% or $235,763 at 6%; with 100% employer match about $265,233 at 4% or $176,822 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$404,846$63,656$21,219iApproximate average salary by contribution assumption: employee only about $530,467 at 4% or $353,644 at 6%; with 50% employer match about $353,644 at 4% or $235,763 at 6%; with 100% employer match about $265,233 at 4% or $176,822 at 6%.
201813$269,910$46,590$15,530iApproximate average salary by contribution assumption: employee only about $388,250 at 4% or $258,833 at 6%; with 50% employer match about $258,833 at 4% or $172,556 at 6%; with 100% employer match about $194,125 at 4% or $129,417 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$269,910$46,590$15,530iApproximate average salary by contribution assumption: employee only about $388,250 at 4% or $258,833 at 6%; with 50% employer match about $258,833 at 4% or $172,556 at 6%; with 100% employer match about $194,125 at 4% or $129,417 at 6%.
201713$236,880$15,774$5,258iApproximate average salary by contribution assumption: employee only about $131,450 at 4% or $87,633 at 6%; with 50% employer match about $87,633 at 4% or $58,422 at 6%; with 100% employer match about $65,725 at 4% or $43,817 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$236,880$15,774$5,258iApproximate average salary by contribution assumption: employee only about $131,450 at 4% or $87,633 at 6%; with 50% employer match about $87,633 at 4% or $58,422 at 6%; with 100% employer match about $65,725 at 4% or $43,817 at 6%.
201613$182,265$50,118$16,706iApproximate average salary by contribution assumption: employee only about $417,650 at 4% or $278,433 at 6%; with 50% employer match about $278,433 at 4% or $185,622 at 6%; with 100% employer match about $208,825 at 4% or $139,217 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$182,265$50,118$16,706iApproximate average salary by contribution assumption: employee only about $417,650 at 4% or $278,433 at 6%; with 50% employer match about $278,433 at 4% or $185,622 at 6%; with 100% employer match about $208,825 at 4% or $139,217 at 6%.
201513$127,362$44,175$14,725iApproximate average salary by contribution assumption: employee only about $368,125 at 4% or $245,417 at 6%; with 50% employer match about $245,417 at 4% or $163,611 at 6%; with 100% employer match about $184,063 at 4% or $122,708 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$127,362$44,175$14,725iApproximate average salary by contribution assumption: employee only about $368,125 at 4% or $245,417 at 6%; with 50% employer match about $245,417 at 4% or $163,611 at 6%; with 100% employer match about $184,063 at 4% or $122,708 at 6%.
201413$75,752$38,893$12,964iApproximate average salary by contribution assumption: employee only about $324,108 at 4% or $216,072 at 6%; with 50% employer match about $216,072 at 4% or $144,048 at 6%; with 100% employer match about $162,054 at 4% or $108,036 at 6%.
Cgi Wealth Management LLC 401(K) Plan-3$75,752$38,893$12,964iApproximate average salary by contribution assumption: employee only about $324,108 at 4% or $216,072 at 6%; with 50% employer match about $216,072 at 4% or $144,048 at 6%; with 100% employer match about $162,054 at 4% or $108,036 at 6%.
201312$41,432$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Cgi Wealth Management LLC 401(K) Plan-2$41,432$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201212$20,000$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Cgi Wealth Management LLC 401(K) Plan-2$20,000$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.