Civic Intelligence

Gagne Wealth Management Inc.

Plan context: Gagne Wealth Management Inc. 401(K) Plan

EIN 46-1919267 • Indianapolis, IN • 10 filings • 1 plans

6081 E 82nd Street, Suite 140Indianapolis, IN 46250
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,282,572

2025 Contributions

$91,266

Historical Graphs

Total Assets Over Time

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

$1,282,572$641,286$0201620212025YearValue
$1,282,572Latest year 2025

Participants Over Time

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

530201620212025YearValue
5Latest 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
202515$1,282,572$91,266$18,253iApproximate average salary by contribution assumption: employee only about $456,330 at 4% or $304,220 at 6%; with 50% employer match about $304,220 at 4% or $202,813 at 6%; with 100% employer match about $228,165 at 4% or $152,110 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$1,282,572$91,266$18,253iApproximate average salary by contribution assumption: employee only about $456,330 at 4% or $304,220 at 6%; with 50% employer match about $304,220 at 4% or $202,813 at 6%; with 100% employer match about $228,165 at 4% or $152,110 at 6%.
202415$909,829$93,134$18,627iApproximate average salary by contribution assumption: employee only about $465,670 at 4% or $310,447 at 6%; with 50% employer match about $310,447 at 4% or $206,964 at 6%; with 100% employer match about $232,835 at 4% or $155,223 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$909,829$93,134$18,627iApproximate average salary by contribution assumption: employee only about $465,670 at 4% or $310,447 at 6%; with 50% employer match about $310,447 at 4% or $206,964 at 6%; with 100% employer match about $232,835 at 4% or $155,223 at 6%.
202315$730,281$96,065$19,213iApproximate average salary by contribution assumption: employee only about $480,325 at 4% or $320,217 at 6%; with 50% employer match about $320,217 at 4% or $213,478 at 6%; with 100% employer match about $240,163 at 4% or $160,108 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$730,281$96,065$19,213iApproximate average salary by contribution assumption: employee only about $480,325 at 4% or $320,217 at 6%; with 50% employer match about $320,217 at 4% or $213,478 at 6%; with 100% employer match about $240,163 at 4% or $160,108 at 6%.
202215$454,397$89,594$17,919iApproximate average salary by contribution assumption: employee only about $447,970 at 4% or $298,647 at 6%; with 50% employer match about $298,647 at 4% or $199,098 at 6%; with 100% employer match about $223,985 at 4% or $149,323 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$454,397$89,594$17,919iApproximate average salary by contribution assumption: employee only about $447,970 at 4% or $298,647 at 6%; with 50% employer match about $298,647 at 4% or $199,098 at 6%; with 100% employer match about $223,985 at 4% or $149,323 at 6%.
202115$662,669$76,126$15,225iApproximate average salary by contribution assumption: employee only about $380,630 at 4% or $253,753 at 6%; with 50% employer match about $253,753 at 4% or $169,169 at 6%; with 100% employer match about $190,315 at 4% or $126,877 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$662,669$76,126$15,225iApproximate average salary by contribution assumption: employee only about $380,630 at 4% or $253,753 at 6%; with 50% employer match about $253,753 at 4% or $169,169 at 6%; with 100% employer match about $190,315 at 4% or $126,877 at 6%.
202015$494,376$69,048$13,810iApproximate average salary by contribution assumption: employee only about $345,240 at 4% or $230,160 at 6%; with 50% employer match about $230,160 at 4% or $153,440 at 6%; with 100% employer match about $172,620 at 4% or $115,080 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$494,376$69,048$13,810iApproximate average salary by contribution assumption: employee only about $345,240 at 4% or $230,160 at 6%; with 50% employer match about $230,160 at 4% or $153,440 at 6%; with 100% employer match about $172,620 at 4% or $115,080 at 6%.
201915$255,324$55,185$11,037iApproximate average salary by contribution assumption: employee only about $275,925 at 4% or $183,950 at 6%; with 50% employer match about $183,950 at 4% or $122,633 at 6%; with 100% employer match about $137,963 at 4% or $91,975 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$255,324$55,185$11,037iApproximate average salary by contribution assumption: employee only about $275,925 at 4% or $183,950 at 6%; with 50% employer match about $183,950 at 4% or $122,633 at 6%; with 100% employer match about $137,963 at 4% or $91,975 at 6%.
201814$136,070$51,663$12,916iApproximate average salary by contribution assumption: employee only about $322,894 at 4% or $215,263 at 6%; with 50% employer match about $215,263 at 4% or $143,508 at 6%; with 100% employer match about $161,447 at 4% or $107,631 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-4$136,070$51,663$12,916iApproximate average salary by contribution assumption: employee only about $322,894 at 4% or $215,263 at 6%; with 50% employer match about $215,263 at 4% or $143,508 at 6%; with 100% employer match about $161,447 at 4% or $107,631 at 6%.
201715$151,850$46,634$9,327iApproximate average salary by contribution assumption: employee only about $233,170 at 4% or $155,447 at 6%; with 50% employer match about $155,447 at 4% or $103,631 at 6%; with 100% employer match about $116,585 at 4% or $77,723 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-5$151,850$46,634$9,327iApproximate average salary by contribution assumption: employee only about $233,170 at 4% or $155,447 at 6%; with 50% employer match about $155,447 at 4% or $103,631 at 6%; with 100% employer match about $116,585 at 4% or $77,723 at 6%.
201614$74,763$58,103$14,526iApproximate average salary by contribution assumption: employee only about $363,144 at 4% or $242,096 at 6%; with 50% employer match about $242,096 at 4% or $161,397 at 6%; with 100% employer match about $181,572 at 4% or $121,048 at 6%.
Gagne Wealth Management Inc. 401(K) Plan-4$74,763$58,103$14,526iApproximate average salary by contribution assumption: employee only about $363,144 at 4% or $242,096 at 6%; with 50% employer match about $242,096 at 4% or $161,397 at 6%; with 100% employer match about $181,572 at 4% or $121,048 at 6%.