Civic Intelligence

Gwm Advisors LLC

Plan context: Gwm Advisors LLC Profit Sharing 401(K) Plan

EIN 46-0854203 • Ruston, LA • 11 filings • 3 plans

Post Office Box 13130Ruston, LA 71273
Current Snapshot

Latest Year

2023

2023 Participants

101

2023 Assets

$1,610,114

2023 Contributions

$794,366

Historical Graphs

Total Assets Over Time

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

$1,767,469$883,735$0201320182023YearValue
$1,610,114Latest year 2023

Participants Over Time

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

101510201320182023YearValue
101Latest year 2023

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
20231101$1,610,114$794,366$7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-101$1,610,114$794,366$7,865iApproximate average salary by contribution assumption: employee only about $196,625 at 4% or $131,083 at 6%; with 50% employer match about $131,083 at 4% or $87,389 at 6%; with 100% employer match about $98,313 at 4% or $65,542 at 6%.
2022182$802,266$382,872$4,669iApproximate average salary by contribution assumption: employee only about $116,729 at 4% or $77,820 at 6%; with 50% employer match about $77,820 at 4% or $51,880 at 6%; with 100% employer match about $58,365 at 4% or $38,910 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-82$802,266$382,872$4,669iApproximate average salary by contribution assumption: employee only about $116,729 at 4% or $77,820 at 6%; with 50% employer match about $77,820 at 4% or $51,880 at 6%; with 100% employer match about $58,365 at 4% or $38,910 at 6%.
2021157$655,804$266,557$4,676iApproximate average salary by contribution assumption: employee only about $116,911 at 4% or $77,941 at 6%; with 50% employer match about $77,941 at 4% or $51,960 at 6%; with 100% employer match about $58,455 at 4% or $38,970 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-57$655,804$266,557$4,676iApproximate average salary by contribution assumption: employee only about $116,911 at 4% or $77,941 at 6%; with 50% employer match about $77,941 at 4% or $51,960 at 6%; with 100% employer match about $58,455 at 4% or $38,970 at 6%.
2020154$1,767,469$384,779$7,126iApproximate average salary by contribution assumption: employee only about $178,138 at 4% or $118,759 at 6%; with 50% employer match about $118,759 at 4% or $79,173 at 6%; with 100% employer match about $89,069 at 4% or $59,379 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-54$1,767,469$384,779$7,126iApproximate average salary by contribution assumption: employee only about $178,138 at 4% or $118,759 at 6%; with 50% employer match about $118,759 at 4% or $79,173 at 6%; with 100% employer match about $89,069 at 4% or $59,379 at 6%.
2019147$1,222,820$326,812$6,953iApproximate average salary by contribution assumption: employee only about $173,836 at 4% or $115,891 at 6%; with 50% employer match about $115,891 at 4% or $77,261 at 6%; with 100% employer match about $86,918 at 4% or $57,945 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-47$1,222,820$326,812$6,953iApproximate average salary by contribution assumption: employee only about $173,836 at 4% or $115,891 at 6%; with 50% employer match about $115,891 at 4% or $77,261 at 6%; with 100% employer match about $86,918 at 4% or $57,945 at 6%.
2018133$746,394$198,868$6,026iApproximate average salary by contribution assumption: employee only about $150,658 at 4% or $100,438 at 6%; with 50% employer match about $100,438 at 4% or $66,959 at 6%; with 100% employer match about $75,329 at 4% or $50,219 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-33$746,394$198,868$6,026iApproximate average salary by contribution assumption: employee only about $150,658 at 4% or $100,438 at 6%; with 50% employer match about $100,438 at 4% or $66,959 at 6%; with 100% employer match about $75,329 at 4% or $50,219 at 6%.
2017127$698,263$137,603$5,096iApproximate average salary by contribution assumption: employee only about $127,410 at 4% or $84,940 at 6%; with 50% employer match about $84,940 at 4% or $56,627 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-27$698,263$137,603$5,096iApproximate average salary by contribution assumption: employee only about $127,410 at 4% or $84,940 at 6%; with 50% employer match about $84,940 at 4% or $56,627 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
2016118$468,799$136,970$7,609iApproximate average salary by contribution assumption: employee only about $190,236 at 4% or $126,824 at 6%; with 50% employer match about $126,824 at 4% or $84,549 at 6%; with 100% employer match about $95,118 at 4% or $63,412 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-18$468,799$136,970$7,609iApproximate average salary by contribution assumption: employee only about $190,236 at 4% or $126,824 at 6%; with 50% employer match about $126,824 at 4% or $84,549 at 6%; with 100% employer match about $95,118 at 4% or $63,412 at 6%.
201519$305,511$138,002$15,334iApproximate average salary by contribution assumption: employee only about $383,339 at 4% or $255,559 at 6%; with 50% employer match about $255,559 at 4% or $170,373 at 6%; with 100% employer match about $191,669 at 4% or $127,780 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-9$305,511$138,002$15,334iApproximate average salary by contribution assumption: employee only about $383,339 at 4% or $255,559 at 6%; with 50% employer match about $255,559 at 4% or $170,373 at 6%; with 100% employer match about $191,669 at 4% or $127,780 at 6%.
201417$189,193$104,333$14,905iApproximate average salary by contribution assumption: employee only about $372,618 at 4% or $248,412 at 6%; with 50% employer match about $248,412 at 4% or $165,608 at 6%; with 100% employer match about $186,309 at 4% or $124,206 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-7$189,193$104,333$14,905iApproximate average salary by contribution assumption: employee only about $372,618 at 4% or $248,412 at 6%; with 50% employer match about $248,412 at 4% or $165,608 at 6%; with 100% employer match about $186,309 at 4% or $124,206 at 6%.
201315$81,358$80,191$16,038iApproximate average salary by contribution assumption: employee only about $400,955 at 4% or $267,303 at 6%; with 50% employer match about $267,303 at 4% or $178,202 at 6%; with 100% employer match about $200,478 at 4% or $133,652 at 6%.
Gwm Advisors LLC Profit Sharing 401(K) Plan-5$81,358$80,191$16,038iApproximate average salary by contribution assumption: employee only about $400,955 at 4% or $267,303 at 6%; with 50% employer match about $267,303 at 4% or $178,202 at 6%; with 100% employer match about $200,478 at 4% or $133,652 at 6%.