Civic Intelligence

Client 1St Advisory Group

Plan context: Client 1St Advisory Group 401(K) Plan

EIN 46-2205726 • Clearwater, FL • 13 filings • 4 plans

611 Druid Rd ESuite 707Clearwater, FL 33756
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,407,085

2024 Contributions

$165,001

Historical Graphs

Total Assets Over Time

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

$1,407,085$703,543$0201320192024YearValue
$1,407,085Latest year 2024

Participants Over Time

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

1050201320192024YearValue
6Latest year 2024

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
202416$1,407,085$165,001$27,500iApproximate average salary by contribution assumption: employee only about $687,504 at 4% or $458,336 at 6%; with 50% employer match about $458,336 at 4% or $305,557 at 6%; with 100% employer match about $343,752 at 4% or $229,168 at 6%.
Client 1St Advisory Group 401(K) Plan-6$1,407,085$165,001$27,500iApproximate average salary by contribution assumption: employee only about $687,504 at 4% or $458,336 at 6%; with 50% employer match about $458,336 at 4% or $305,557 at 6%; with 100% employer match about $343,752 at 4% or $229,168 at 6%.
202316$1,107,831$167,017$27,836iApproximate average salary by contribution assumption: employee only about $695,904 at 4% or $463,936 at 6%; with 50% employer match about $463,936 at 4% or $309,291 at 6%; with 100% employer match about $347,952 at 4% or $231,968 at 6%.
Client 1St Advisory Group 401(K) Plan-6$1,107,831$167,017$27,836iApproximate average salary by contribution assumption: employee only about $695,904 at 4% or $463,936 at 6%; with 50% employer match about $463,936 at 4% or $309,291 at 6%; with 100% employer match about $347,952 at 4% or $231,968 at 6%.
202216$1,095,566$120,777$20,130iApproximate average salary by contribution assumption: employee only about $503,238 at 4% or $335,492 at 6%; with 50% employer match about $335,492 at 4% or $223,661 at 6%; with 100% employer match about $251,619 at 4% or $167,746 at 6%.
Client 1St Advisory Group 401(K) Plan-6$1,095,566$120,777$20,130iApproximate average salary by contribution assumption: employee only about $503,238 at 4% or $335,492 at 6%; with 50% employer match about $335,492 at 4% or $223,661 at 6%; with 100% employer match about $251,619 at 4% or $167,746 at 6%.
202116$1,241,110$111,185$18,531iApproximate average salary by contribution assumption: employee only about $463,271 at 4% or $308,847 at 6%; with 50% employer match about $308,847 at 4% or $205,898 at 6%; with 100% employer match about $231,635 at 4% or $154,424 at 6%.
Client 1St Advisory Group 401(K) Plan-6$1,241,110$111,185$18,531iApproximate average salary by contribution assumption: employee only about $463,271 at 4% or $308,847 at 6%; with 50% employer match about $308,847 at 4% or $205,898 at 6%; with 100% employer match about $231,635 at 4% or $154,424 at 6%.
202017$991,541$112,498$16,071iApproximate average salary by contribution assumption: employee only about $401,779 at 4% or $267,852 at 6%; with 50% employer match about $267,852 at 4% or $178,568 at 6%; with 100% employer match about $200,889 at 4% or $133,926 at 6%.
Client 1St Advisory Group 401(K) Plan-7$991,541$112,498$16,071iApproximate average salary by contribution assumption: employee only about $401,779 at 4% or $267,852 at 6%; with 50% employer match about $267,852 at 4% or $178,568 at 6%; with 100% employer match about $200,889 at 4% or $133,926 at 6%.
201919$776,276$111,590$12,399iApproximate average salary by contribution assumption: employee only about $309,972 at 4% or $206,648 at 6%; with 50% employer match about $206,648 at 4% or $137,765 at 6%; with 100% employer match about $154,986 at 4% or $103,324 at 6%.
Client 1St Advisory Group 401(K) Plan-9$776,276$111,590$12,399iApproximate average salary by contribution assumption: employee only about $309,972 at 4% or $206,648 at 6%; with 50% employer match about $206,648 at 4% or $137,765 at 6%; with 100% employer match about $154,986 at 4% or $103,324 at 6%.
2018110$721,582$126,039$12,604iApproximate average salary by contribution assumption: employee only about $315,098 at 4% or $210,065 at 6%; with 50% employer match about $210,065 at 4% or $140,043 at 6%; with 100% employer match about $157,549 at 4% or $105,033 at 6%.
Client 1St Advisory Group 401(K) Plan-10$721,582$126,039$12,604iApproximate average salary by contribution assumption: employee only about $315,098 at 4% or $210,065 at 6%; with 50% employer match about $210,065 at 4% or $140,043 at 6%; with 100% employer match about $157,549 at 4% or $105,033 at 6%.
201719$681,287$258,738$28,749iApproximate average salary by contribution assumption: employee only about $718,717 at 4% or $479,144 at 6%; with 50% employer match about $479,144 at 4% or $319,430 at 6%; with 100% employer match about $359,358 at 4% or $239,572 at 6%.
Client 1St Advisory Group 401(K) Plan-9$681,287$258,738$28,749iApproximate average salary by contribution assumption: employee only about $718,717 at 4% or $479,144 at 6%; with 50% employer match about $479,144 at 4% or $319,430 at 6%; with 100% employer match about $359,358 at 4% or $239,572 at 6%.
201619$404,055$121,365$13,485iApproximate average salary by contribution assumption: employee only about $337,125 at 4% or $224,750 at 6%; with 50% employer match about $224,750 at 4% or $149,833 at 6%; with 100% employer match about $168,563 at 4% or $112,375 at 6%.
Client 1St Advisory Group 401(K) Plan-9$404,055$121,365$13,485iApproximate average salary by contribution assumption: employee only about $337,125 at 4% or $224,750 at 6%; with 50% employer match about $224,750 at 4% or $149,833 at 6%; with 100% employer match about $168,563 at 4% or $112,375 at 6%.
201518$285,232$94,301$11,788iApproximate average salary by contribution assumption: employee only about $294,691 at 4% or $196,460 at 6%; with 50% employer match about $196,460 at 4% or $130,974 at 6%; with 100% employer match about $147,345 at 4% or $98,230 at 6%.
Client 1St Advisory Group 401(K) Plan-8$285,232$94,301$11,788iApproximate average salary by contribution assumption: employee only about $294,691 at 4% or $196,460 at 6%; with 50% employer match about $196,460 at 4% or $130,974 at 6%; with 100% employer match about $147,345 at 4% or $98,230 at 6%.
201417$192,951$91,543$13,078iApproximate average salary by contribution assumption: employee only about $326,939 at 4% or $217,960 at 6%; with 50% employer match about $217,960 at 4% or $145,306 at 6%; with 100% employer match about $163,470 at 4% or $108,980 at 6%.
Client 1St Advisory Group 401(K) Plan-7$192,951$91,543$13,078iApproximate average salary by contribution assumption: employee only about $326,939 at 4% or $217,960 at 6%; with 50% employer match about $217,960 at 4% or $145,306 at 6%; with 100% employer match about $163,470 at 4% or $108,980 at 6%.
201325$190,178$116,058$23,212iApproximate average salary by contribution assumption: employee only about $580,290 at 4% or $386,860 at 6%; with 50% employer match about $386,860 at 4% or $257,907 at 6%; with 100% employer match about $290,145 at 4% or $193,430 at 6%.
Client 1St Advisory Group 401(K) Plan-5$95,089$58,029$11,606iApproximate average salary by contribution assumption: employee only about $290,145 at 4% or $193,430 at 6%; with 50% employer match about $193,430 at 4% or $128,953 at 6%; with 100% employer match about $145,073 at 4% or $96,715 at 6%.
Client 1St Advisory Group 401(K) Plan-5$95,089$58,029$11,606iApproximate average salary by contribution assumption: employee only about $290,145 at 4% or $193,430 at 6%; with 50% employer match about $193,430 at 4% or $128,953 at 6%; with 100% employer match about $145,073 at 4% or $96,715 at 6%.