Civic Intelligence

ACORN WEALTH ADVISORS

Plan context: ACORN WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-5640804 • Grand Blanc, MI • 4 filings • 1 plans

8305 S Saginaw St Ste 2Grand Blanc, MI 48439-1894
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$72,594

2025 Contributions

$12,684

Historical Graphs

Total Assets Over Time

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

$391,850$195,925$0202220242025YearValue
$72,594Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest 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
202515$72,594$12,684$2,537iApproximate average salary by contribution assumption: employee only about $63,420 at 4% or $42,280 at 6%; with 50% employer match about $42,280 at 4% or $28,187 at 6%; with 100% employer match about $31,710 at 4% or $21,140 at 6%.
ACORN WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-5$72,594$12,684$2,537iApproximate average salary by contribution assumption: employee only about $63,420 at 4% or $42,280 at 6%; with 50% employer match about $42,280 at 4% or $28,187 at 6%; with 100% employer match about $31,710 at 4% or $21,140 at 6%.
202415$391,850$23,396$4,679iApproximate average salary by contribution assumption: employee only about $116,980 at 4% or $77,987 at 6%; with 50% employer match about $77,987 at 4% or $51,991 at 6%; with 100% employer match about $58,490 at 4% or $38,993 at 6%.
ACORN WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-5$391,850$23,396$4,679iApproximate average salary by contribution assumption: employee only about $116,980 at 4% or $77,987 at 6%; with 50% employer match about $77,987 at 4% or $51,991 at 6%; with 100% employer match about $58,490 at 4% or $38,993 at 6%.
202315$326,955$26,749$5,350iApproximate average salary by contribution assumption: employee only about $133,745 at 4% or $89,163 at 6%; with 50% employer match about $89,163 at 4% or $59,442 at 6%; with 100% employer match about $66,873 at 4% or $44,582 at 6%.
ACORN WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-5$326,955$26,749$5,350iApproximate average salary by contribution assumption: employee only about $133,745 at 4% or $89,163 at 6%; with 50% employer match about $89,163 at 4% or $59,442 at 6%; with 100% employer match about $66,873 at 4% or $44,582 at 6%.
202214$272,296$33,474$8,369iApproximate average salary by contribution assumption: employee only about $209,213 at 4% or $139,475 at 6%; with 50% employer match about $139,475 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,738 at 6%.
ACORN WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-4$272,296$33,474$8,369iApproximate average salary by contribution assumption: employee only about $209,213 at 4% or $139,475 at 6%; with 50% employer match about $139,475 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,738 at 6%.