Civic Intelligence

Thrive Wealth Management LLC

Plan context: Thrive Wealth Management LLC 401(K) Plan

EIN 46-3304246 • Audobon, PA • 9 filings • 2 plans

1000 Madison Avenue Suite 208Audobon, PA 19403
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,741,628

2024 Contributions

$430,163

Historical Graphs

Total Assets Over Time

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

$3,741,628$1,870,814$0201620202024YearValue
$3,741,628Latest year 2024

Participants Over Time

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

1580201620202024YearValue
14Latest 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
2024114$3,741,628$430,163$30,726iApproximate average salary by contribution assumption: employee only about $768,148 at 4% or $512,099 at 6%; with 50% employer match about $512,099 at 4% or $341,399 at 6%; with 100% employer match about $384,074 at 4% or $256,049 at 6%.
Thrive Wealth Management LLC 401(K) Plan-14$3,741,628$430,163$30,726iApproximate average salary by contribution assumption: employee only about $768,148 at 4% or $512,099 at 6%; with 50% employer match about $512,099 at 4% or $341,399 at 6%; with 100% employer match about $384,074 at 4% or $256,049 at 6%.
2023115$2,913,413$316,023$21,068iApproximate average salary by contribution assumption: employee only about $526,705 at 4% or $351,137 at 6%; with 50% employer match about $351,137 at 4% or $234,091 at 6%; with 100% employer match about $263,353 at 4% or $175,568 at 6%.
Thrive Wealth Management LLC 401(K) Plan-15$2,913,413$316,023$21,068iApproximate average salary by contribution assumption: employee only about $526,705 at 4% or $351,137 at 6%; with 50% employer match about $351,137 at 4% or $234,091 at 6%; with 100% employer match about $263,353 at 4% or $175,568 at 6%.
2022111$2,235,334$294,383$26,762iApproximate average salary by contribution assumption: employee only about $669,052 at 4% or $446,035 at 6%; with 50% employer match about $446,035 at 4% or $297,357 at 6%; with 100% employer match about $334,526 at 4% or $223,017 at 6%.
Thrive Wealth Management LLC 401(K) Plan-11$2,235,334$294,383$26,762iApproximate average salary by contribution assumption: employee only about $669,052 at 4% or $446,035 at 6%; with 50% employer match about $446,035 at 4% or $297,357 at 6%; with 100% employer match about $334,526 at 4% or $223,017 at 6%.
2021112$2,413,743$718,781$59,898iApproximate average salary by contribution assumption: employee only about $1,497,460 at 4% or $998,307 at 6%; with 50% employer match about $998,307 at 4% or $665,538 at 6%; with 100% employer match about $748,730 at 4% or $499,153 at 6%.
Thrive Wealth Management LLC 401(K) Plan-12$2,413,743$718,781$59,898iApproximate average salary by contribution assumption: employee only about $1,497,460 at 4% or $998,307 at 6%; with 50% employer match about $998,307 at 4% or $665,538 at 6%; with 100% employer match about $748,730 at 4% or $499,153 at 6%.
2020111$1,365,507$271,227$24,657iApproximate average salary by contribution assumption: employee only about $616,425 at 4% or $410,950 at 6%; with 50% employer match about $410,950 at 4% or $273,967 at 6%; with 100% employer match about $308,213 at 4% or $205,475 at 6%.
Thrive Wealth Management LLC 401(K) Plan-11$1,365,507$271,227$24,657iApproximate average salary by contribution assumption: employee only about $616,425 at 4% or $410,950 at 6%; with 50% employer match about $410,950 at 4% or $273,967 at 6%; with 100% employer match about $308,213 at 4% or $205,475 at 6%.
201919$884,565$219,174$24,353iApproximate average salary by contribution assumption: employee only about $608,817 at 4% or $405,878 at 6%; with 50% employer match about $405,878 at 4% or $270,585 at 6%; with 100% employer match about $304,408 at 4% or $202,939 at 6%.
Thrive Wealth Management LLC 401(K) Plan-9$884,565$219,174$24,353iApproximate average salary by contribution assumption: employee only about $608,817 at 4% or $405,878 at 6%; with 50% employer match about $405,878 at 4% or $270,585 at 6%; with 100% employer match about $304,408 at 4% or $202,939 at 6%.
201819$548,635$235,196$26,133iApproximate average salary by contribution assumption: employee only about $653,322 at 4% or $435,548 at 6%; with 50% employer match about $435,548 at 4% or $290,365 at 6%; with 100% employer match about $326,661 at 4% or $217,774 at 6%.
Thrive Wealth Management LLC 401(K) Plan-9$548,635$235,196$26,133iApproximate average salary by contribution assumption: employee only about $653,322 at 4% or $435,548 at 6%; with 50% employer match about $435,548 at 4% or $290,365 at 6%; with 100% employer match about $326,661 at 4% or $217,774 at 6%.
201714$348,606$255,365$63,841iApproximate average salary by contribution assumption: employee only about $1,596,031 at 4% or $1,064,021 at 6%; with 50% employer match about $1,064,021 at 4% or $709,347 at 6%; with 100% employer match about $798,016 at 4% or $532,010 at 6%.
Thrive Wealth Management LLC 401(K) Plan-4$348,606$255,365$63,841iApproximate average salary by contribution assumption: employee only about $1,596,031 at 4% or $1,064,021 at 6%; with 50% employer match about $1,064,021 at 4% or $709,347 at 6%; with 100% employer match about $798,016 at 4% or $532,010 at 6%.
201614$64,887$61,317$15,329iApproximate average salary by contribution assumption: employee only about $383,231 at 4% or $255,488 at 6%; with 50% employer match about $255,488 at 4% or $170,325 at 6%; with 100% employer match about $191,616 at 4% or $127,744 at 6%.
Thrive Wealth Management LLC 401(K) Plan-4$64,887$61,317$15,329iApproximate average salary by contribution assumption: employee only about $383,231 at 4% or $255,488 at 6%; with 50% employer match about $255,488 at 4% or $170,325 at 6%; with 100% employer match about $191,616 at 4% or $127,744 at 6%.