Civic Intelligence

Guardian Wealth Management LLC

Plan context: Guardian Wealth Management 401(K) Plan

EIN 46-2265354 • Elmira, NY • 13 filings • 1 plans

C/O Raymond James100 N. Main StreetElmira, NY 14901
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,094,299

2025 Contributions

$158,015

Historical Graphs

Total Assets Over Time

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

$2,094,299$1,047,150$0201320192025YearValue
$2,094,299Latest year 2025

Participants Over Time

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

420201320192025YearValue
3Latest 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
202513$2,094,299$158,015$52,672iApproximate average salary by contribution assumption: employee only about $1,316,792 at 4% or $877,861 at 6%; with 50% employer match about $877,861 at 4% or $585,241 at 6%; with 100% employer match about $658,396 at 4% or $438,931 at 6%.
Guardian Wealth Management 401(K) Plan-3$2,094,299$158,015$52,672iApproximate average salary by contribution assumption: employee only about $1,316,792 at 4% or $877,861 at 6%; with 50% employer match about $877,861 at 4% or $585,241 at 6%; with 100% employer match about $658,396 at 4% or $438,931 at 6%.
202414$1,900,248$154,549$38,637iApproximate average salary by contribution assumption: employee only about $965,931 at 4% or $643,954 at 6%; with 50% employer match about $643,954 at 4% or $429,303 at 6%; with 100% employer match about $482,966 at 4% or $321,977 at 6%.
Guardian Wealth Management 401(K) Plan-4$1,900,248$154,549$38,637iApproximate average salary by contribution assumption: employee only about $965,931 at 4% or $643,954 at 6%; with 50% employer match about $643,954 at 4% or $429,303 at 6%; with 100% employer match about $482,966 at 4% or $321,977 at 6%.
202314$1,492,048$251,333$62,833iApproximate average salary by contribution assumption: employee only about $1,570,831 at 4% or $1,047,221 at 6%; with 50% employer match about $1,047,221 at 4% or $698,147 at 6%; with 100% employer match about $785,416 at 4% or $523,610 at 6%.
Guardian Wealth Management 401(K) Plan-4$1,492,048$251,333$62,833iApproximate average salary by contribution assumption: employee only about $1,570,831 at 4% or $1,047,221 at 6%; with 50% employer match about $1,047,221 at 4% or $698,147 at 6%; with 100% employer match about $785,416 at 4% or $523,610 at 6%.
202213$1,017,357$142,876$47,625iApproximate average salary by contribution assumption: employee only about $1,190,633 at 4% or $793,756 at 6%; with 50% employer match about $793,756 at 4% or $529,170 at 6%; with 100% employer match about $595,317 at 4% or $396,878 at 6%.
Guardian Wealth Management 401(K) Plan-3$1,017,357$142,876$47,625iApproximate average salary by contribution assumption: employee only about $1,190,633 at 4% or $793,756 at 6%; with 50% employer match about $793,756 at 4% or $529,170 at 6%; with 100% employer match about $595,317 at 4% or $396,878 at 6%.
202113$1,086,576$129,886$43,295iApproximate average salary by contribution assumption: employee only about $1,082,383 at 4% or $721,589 at 6%; with 50% employer match about $721,589 at 4% or $481,059 at 6%; with 100% employer match about $541,192 at 4% or $360,794 at 6%.
Guardian Wealth Management 401(K) Plan-3$1,086,576$129,886$43,295iApproximate average salary by contribution assumption: employee only about $1,082,383 at 4% or $721,589 at 6%; with 50% employer match about $721,589 at 4% or $481,059 at 6%; with 100% employer match about $541,192 at 4% or $360,794 at 6%.
202013$802,415$128,088$42,696iApproximate average salary by contribution assumption: employee only about $1,067,400 at 4% or $711,600 at 6%; with 50% employer match about $711,600 at 4% or $474,400 at 6%; with 100% employer match about $533,700 at 4% or $355,800 at 6%.
Guardian Wealth Management 401(K) Plan-3$802,415$128,088$42,696iApproximate average salary by contribution assumption: employee only about $1,067,400 at 4% or $711,600 at 6%; with 50% employer match about $711,600 at 4% or $474,400 at 6%; with 100% employer match about $533,700 at 4% or $355,800 at 6%.
201914$694,571$129,710$32,428iApproximate average salary by contribution assumption: employee only about $810,688 at 4% or $540,458 at 6%; with 50% employer match about $540,458 at 4% or $360,306 at 6%; with 100% employer match about $405,344 at 4% or $270,229 at 6%.
Guardian Wealth Management 401(K) Plan-4$694,571$129,710$32,428iApproximate average salary by contribution assumption: employee only about $810,688 at 4% or $540,458 at 6%; with 50% employer match about $540,458 at 4% or $360,306 at 6%; with 100% employer match about $405,344 at 4% or $270,229 at 6%.
201814$453,675$48,680$12,170iApproximate average salary by contribution assumption: employee only about $304,250 at 4% or $202,833 at 6%; with 50% employer match about $202,833 at 4% or $135,222 at 6%; with 100% employer match about $152,125 at 4% or $101,417 at 6%.
Guardian Wealth Management 401(K) Plan-4$453,675$48,680$12,170iApproximate average salary by contribution assumption: employee only about $304,250 at 4% or $202,833 at 6%; with 50% employer match about $202,833 at 4% or $135,222 at 6%; with 100% employer match about $152,125 at 4% or $101,417 at 6%.
201714$444,077$129,597$32,399iApproximate average salary by contribution assumption: employee only about $809,981 at 4% or $539,988 at 6%; with 50% employer match about $539,988 at 4% or $359,992 at 6%; with 100% employer match about $404,991 at 4% or $269,994 at 6%.
Guardian Wealth Management 401(K) Plan-4$444,077$129,597$32,399iApproximate average salary by contribution assumption: employee only about $809,981 at 4% or $539,988 at 6%; with 50% employer match about $539,988 at 4% or $359,992 at 6%; with 100% employer match about $404,991 at 4% or $269,994 at 6%.
201614$269,916$47,520$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
Guardian Wealth Management 401(K) Plan-4$269,916$47,520$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
201514$210,392$65,360$16,340iApproximate average salary by contribution assumption: employee only about $408,500 at 4% or $272,333 at 6%; with 50% employer match about $272,333 at 4% or $181,556 at 6%; with 100% employer match about $204,250 at 4% or $136,167 at 6%.
Guardian Wealth Management 401(K) Plan-4$210,392$65,360$16,340iApproximate average salary by contribution assumption: employee only about $408,500 at 4% or $272,333 at 6%; with 50% employer match about $272,333 at 4% or $181,556 at 6%; with 100% employer match about $204,250 at 4% or $136,167 at 6%.
201413$151,593$72,740$24,247iApproximate average salary by contribution assumption: employee only about $606,167 at 4% or $404,111 at 6%; with 50% employer match about $404,111 at 4% or $269,407 at 6%; with 100% employer match about $303,083 at 4% or $202,056 at 6%.
Guardian Wealth Management 401(K) Plan-3$151,593$72,740$24,247iApproximate average salary by contribution assumption: employee only about $606,167 at 4% or $404,111 at 6%; with 50% employer match about $404,111 at 4% or $269,407 at 6%; with 100% employer match about $303,083 at 4% or $202,056 at 6%.
201313$70,915$68,811$22,937iApproximate average salary by contribution assumption: employee only about $573,425 at 4% or $382,283 at 6%; with 50% employer match about $382,283 at 4% or $254,856 at 6%; with 100% employer match about $286,713 at 4% or $191,142 at 6%.
Guardian Wealth Management 401(K) Plan-3$70,915$68,811$22,937iApproximate average salary by contribution assumption: employee only about $573,425 at 4% or $382,283 at 6%; with 50% employer match about $382,283 at 4% or $254,856 at 6%; with 100% employer match about $286,713 at 4% or $191,142 at 6%.