Civic Intelligence

Mainsail Wealth Advisors LLC

Plan context: Mainsail Wealth Advisors LLC 401(K) Plan

EIN 46-3196060 • Gloucester, VA • 11 filings • 1 plans

6641 Main StreetGloucester, VA 23061
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,501,013

2024 Contributions

$220,399

Historical Graphs

Total Assets Over Time

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

$3,501,013$1,750,507$0201420192024YearValue
$3,501,013Latest year 2024

Participants Over Time

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

1260201420192024YearValue
11Latest 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
2024111$3,501,013$220,399$20,036iApproximate average salary by contribution assumption: employee only about $500,907 at 4% or $333,938 at 6%; with 50% employer match about $333,938 at 4% or $222,625 at 6%; with 100% employer match about $250,453 at 4% or $166,969 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-11$3,501,013$220,399$20,036iApproximate average salary by contribution assumption: employee only about $500,907 at 4% or $333,938 at 6%; with 50% employer match about $333,938 at 4% or $222,625 at 6%; with 100% employer match about $250,453 at 4% or $166,969 at 6%.
2023112$2,983,907$291,276$24,273iApproximate average salary by contribution assumption: employee only about $606,825 at 4% or $404,550 at 6%; with 50% employer match about $404,550 at 4% or $269,700 at 6%; with 100% employer match about $303,413 at 4% or $202,275 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-12$2,983,907$291,276$24,273iApproximate average salary by contribution assumption: employee only about $606,825 at 4% or $404,550 at 6%; with 50% employer match about $404,550 at 4% or $269,700 at 6%; with 100% employer match about $303,413 at 4% or $202,275 at 6%.
2022110$2,304,110$317,078$31,708iApproximate average salary by contribution assumption: employee only about $792,695 at 4% or $528,463 at 6%; with 50% employer match about $528,463 at 4% or $352,309 at 6%; with 100% employer match about $396,348 at 4% or $264,232 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-10$2,304,110$317,078$31,708iApproximate average salary by contribution assumption: employee only about $792,695 at 4% or $528,463 at 6%; with 50% employer match about $528,463 at 4% or $352,309 at 6%; with 100% employer match about $396,348 at 4% or $264,232 at 6%.
202119$2,353,526$259,639$28,849iApproximate average salary by contribution assumption: employee only about $721,219 at 4% or $480,813 at 6%; with 50% employer match about $480,813 at 4% or $320,542 at 6%; with 100% employer match about $360,610 at 4% or $240,406 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-9$2,353,526$259,639$28,849iApproximate average salary by contribution assumption: employee only about $721,219 at 4% or $480,813 at 6%; with 50% employer match about $480,813 at 4% or $320,542 at 6%; with 100% employer match about $360,610 at 4% or $240,406 at 6%.
202019$1,829,957$264,994$29,444iApproximate average salary by contribution assumption: employee only about $736,094 at 4% or $490,730 at 6%; with 50% employer match about $490,730 at 4% or $327,153 at 6%; with 100% employer match about $368,047 at 4% or $245,365 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-9$1,829,957$264,994$29,444iApproximate average salary by contribution assumption: employee only about $736,094 at 4% or $490,730 at 6%; with 50% employer match about $490,730 at 4% or $327,153 at 6%; with 100% employer match about $368,047 at 4% or $245,365 at 6%.
201918$1,371,769$227,536$28,442iApproximate average salary by contribution assumption: employee only about $711,050 at 4% or $474,033 at 6%; with 50% employer match about $474,033 at 4% or $316,022 at 6%; with 100% employer match about $355,525 at 4% or $237,017 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-8$1,371,769$227,536$28,442iApproximate average salary by contribution assumption: employee only about $711,050 at 4% or $474,033 at 6%; with 50% employer match about $474,033 at 4% or $316,022 at 6%; with 100% employer match about $355,525 at 4% or $237,017 at 6%.
201819$1,154,139$163,489$18,165iApproximate average salary by contribution assumption: employee only about $454,136 at 4% or $302,757 at 6%; with 50% employer match about $302,757 at 4% or $201,838 at 6%; with 100% employer match about $227,068 at 4% or $151,379 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-9$1,154,139$163,489$18,165iApproximate average salary by contribution assumption: employee only about $454,136 at 4% or $302,757 at 6%; with 50% employer match about $302,757 at 4% or $201,838 at 6%; with 100% employer match about $227,068 at 4% or $151,379 at 6%.
201718$1,089,007$151,950$18,994iApproximate average salary by contribution assumption: employee only about $474,844 at 4% or $316,563 at 6%; with 50% employer match about $316,563 at 4% or $211,042 at 6%; with 100% employer match about $237,422 at 4% or $158,281 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-8$1,089,007$151,950$18,994iApproximate average salary by contribution assumption: employee only about $474,844 at 4% or $316,563 at 6%; with 50% employer match about $316,563 at 4% or $211,042 at 6%; with 100% employer match about $237,422 at 4% or $158,281 at 6%.
201618$792,389$256,204$32,026iApproximate average salary by contribution assumption: employee only about $800,638 at 4% or $533,758 at 6%; with 50% employer match about $533,758 at 4% or $355,839 at 6%; with 100% employer match about $400,319 at 4% or $266,879 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-8$792,389$256,204$32,026iApproximate average salary by contribution assumption: employee only about $800,638 at 4% or $533,758 at 6%; with 50% employer match about $533,758 at 4% or $355,839 at 6%; with 100% employer match about $400,319 at 4% or $266,879 at 6%.
201517$491,858$117,210$16,744iApproximate average salary by contribution assumption: employee only about $418,607 at 4% or $279,071 at 6%; with 50% employer match about $279,071 at 4% or $186,048 at 6%; with 100% employer match about $209,304 at 4% or $139,536 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-7$491,858$117,210$16,744iApproximate average salary by contribution assumption: employee only about $418,607 at 4% or $279,071 at 6%; with 50% employer match about $279,071 at 4% or $186,048 at 6%; with 100% employer match about $209,304 at 4% or $139,536 at 6%.
201417$386,717$379,791$54,256iApproximate average salary by contribution assumption: employee only about $1,356,396 at 4% or $904,264 at 6%; with 50% employer match about $904,264 at 4% or $602,843 at 6%; with 100% employer match about $678,198 at 4% or $452,132 at 6%.
Mainsail Wealth Advisors LLC 401(K) Plan-7$386,717$379,791$54,256iApproximate average salary by contribution assumption: employee only about $1,356,396 at 4% or $904,264 at 6%; with 50% employer match about $904,264 at 4% or $602,843 at 6%; with 100% employer match about $678,198 at 4% or $452,132 at 6%.