Civic Intelligence

Innovative Wealth Planning

Plan context: Etf Advisor K 401K Plan

EIN 46-3029069 • Gilbert, AZ • 11 filings • 4 plans

2487 S. Gilbert Rd.Suite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$23,679

2024 Contributions

$13,026

Historical Graphs

Total Assets Over Time

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

$58,891$29,446$0201420192024YearValue
$23,679Latest year 2024

Participants Over Time

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

320201420192024YearValue
2Latest 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
202412$23,679$0-
Etf Advisor K 401K Plan-2$23,679--
202312$46,657$0-
Etf Advisor K 401K Plan-2$46,657--
202212$48,245$13,026$6,513iApproximate average salary by contribution assumption: employee only about $162,825 at 4% or $108,550 at 6%; with 50% employer match about $108,550 at 4% or $72,367 at 6%; with 100% employer match about $81,413 at 4% or $54,275 at 6%.
Etf Advisor K 401K Plan-2$48,245$13,026$6,513iApproximate average salary by contribution assumption: employee only about $162,825 at 4% or $108,550 at 6%; with 50% employer match about $108,550 at 4% or $72,367 at 6%; with 100% employer match about $81,413 at 4% or $54,275 at 6%.
202112$58,891$25,374$12,687iApproximate average salary by contribution assumption: employee only about $317,175 at 4% or $211,450 at 6%; with 50% employer match about $211,450 at 4% or $140,967 at 6%; with 100% employer match about $158,588 at 4% or $105,725 at 6%.
Etf Advisor K 401K Plan-2$58,891$25,374$12,687iApproximate average salary by contribution assumption: employee only about $317,175 at 4% or $211,450 at 6%; with 50% employer match about $211,450 at 4% or $140,967 at 6%; with 100% employer match about $158,588 at 4% or $105,725 at 6%.
202012$36,981$11,658$5,829iApproximate average salary by contribution assumption: employee only about $145,725 at 4% or $97,150 at 6%; with 50% employer match about $97,150 at 4% or $64,767 at 6%; with 100% employer match about $72,863 at 4% or $48,575 at 6%.
Etf Advisor K 401K Plan-2$36,981$11,658$5,829iApproximate average salary by contribution assumption: employee only about $145,725 at 4% or $97,150 at 6%; with 50% employer match about $97,150 at 4% or $64,767 at 6%; with 100% employer match about $72,863 at 4% or $48,575 at 6%.
201913$19,061$2,080$693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%.
Etf Advisor K 401K Plan-3$19,061$2,080$693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%.
201813$14,782$1,830$610iApproximate average salary by contribution assumption: employee only about $15,250 at 4% or $10,167 at 6%; with 50% employer match about $10,167 at 4% or $6,778 at 6%; with 100% employer match about $7,625 at 4% or $5,083 at 6%.
Etf Advisor K 401K Plan-3$14,782$1,830$610iApproximate average salary by contribution assumption: employee only about $15,250 at 4% or $10,167 at 6%; with 50% employer match about $10,167 at 4% or $6,778 at 6%; with 100% employer match about $7,625 at 4% or $5,083 at 6%.
201713$15,344$2,162$721iApproximate average salary by contribution assumption: employee only about $18,017 at 4% or $12,011 at 6%; with 50% employer match about $12,011 at 4% or $8,007 at 6%; with 100% employer match about $9,008 at 4% or $6,006 at 6%.
Etf Advisor K 401K Plan-3$15,344$2,162$721iApproximate average salary by contribution assumption: employee only about $18,017 at 4% or $12,011 at 6%; with 50% employer match about $12,011 at 4% or $8,007 at 6%; with 100% employer match about $9,008 at 4% or $6,006 at 6%.
201613$14,870$10,695$3,565iApproximate average salary by contribution assumption: employee only about $89,125 at 4% or $59,417 at 6%; with 50% employer match about $59,417 at 4% or $39,611 at 6%; with 100% employer match about $44,563 at 4% or $29,708 at 6%.
Etf Advisor K 401K Plan-3$14,870$10,695$3,565iApproximate average salary by contribution assumption: employee only about $89,125 at 4% or $59,417 at 6%; with 50% employer match about $59,417 at 4% or $39,611 at 6%; with 100% employer match about $44,563 at 4% or $29,708 at 6%.
201513$4,737$4,086$1,362iApproximate average salary by contribution assumption: employee only about $34,050 at 4% or $22,700 at 6%; with 50% employer match about $22,700 at 4% or $15,133 at 6%; with 100% employer match about $17,025 at 4% or $11,350 at 6%.
Etf Advisor K 401K Plan-3$4,737$4,086$1,362iApproximate average salary by contribution assumption: employee only about $34,050 at 4% or $22,700 at 6%; with 50% employer match about $22,700 at 4% or $15,133 at 6%; with 100% employer match about $17,025 at 4% or $11,350 at 6%.
201413$1,031$962$321iApproximate average salary by contribution assumption: employee only about $8,017 at 4% or $5,344 at 6%; with 50% employer match about $5,344 at 4% or $3,563 at 6%; with 100% employer match about $4,008 at 4% or $2,672 at 6%.
ETF ADVISOR K 401K PLAN-3$1,031$962$321iApproximate average salary by contribution assumption: employee only about $8,017 at 4% or $5,344 at 6%; with 50% employer match about $5,344 at 4% or $3,563 at 6%; with 100% employer match about $4,008 at 4% or $2,672 at 6%.