Civic Intelligence

Arbor Trust Wealth Advisors LLC

Plan context: Arbor Trust Wealth Advisors 401(K) Plan

EIN 47-1494524 • Ann Arbor, MI • 10 filings • 1 plans

825 Victors Way, Ste 150Ann Arbor, MI 48108
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,749,170

2024 Contributions

$858,524

Historical Graphs

Total Assets Over Time

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

$5,749,170$2,874,585$0201520202024YearValue
$5,749,170Latest year 2024

Participants Over Time

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

1580201520202024YearValue
15Latest 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
2024115$5,749,170$858,524$57,235iApproximate average salary by contribution assumption: employee only about $1,430,873 at 4% or $953,916 at 6%; with 50% employer match about $953,916 at 4% or $635,944 at 6%; with 100% employer match about $715,437 at 4% or $476,958 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-15$5,749,170$858,524$57,235iApproximate average salary by contribution assumption: employee only about $1,430,873 at 4% or $953,916 at 6%; with 50% employer match about $953,916 at 4% or $635,944 at 6%; with 100% employer match about $715,437 at 4% or $476,958 at 6%.
2023114$4,207,478$1,492,578$106,613iApproximate average salary by contribution assumption: employee only about $2,665,318 at 4% or $1,776,879 at 6%; with 50% employer match about $1,776,879 at 4% or $1,184,586 at 6%; with 100% employer match about $1,332,659 at 4% or $888,439 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-14$4,207,478$1,492,578$106,613iApproximate average salary by contribution assumption: employee only about $2,665,318 at 4% or $1,776,879 at 6%; with 50% employer match about $1,776,879 at 4% or $1,184,586 at 6%; with 100% employer match about $1,332,659 at 4% or $888,439 at 6%.
2022112$2,167,211$220,638$18,387iApproximate average salary by contribution assumption: employee only about $459,663 at 4% or $306,442 at 6%; with 50% employer match about $306,442 at 4% or $204,294 at 6%; with 100% employer match about $229,831 at 4% or $153,221 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-12$2,167,211$220,638$18,387iApproximate average salary by contribution assumption: employee only about $459,663 at 4% or $306,442 at 6%; with 50% employer match about $306,442 at 4% or $204,294 at 6%; with 100% employer match about $229,831 at 4% or $153,221 at 6%.
2021111$2,374,752$202,342$18,395iApproximate average salary by contribution assumption: employee only about $459,868 at 4% or $306,579 at 6%; with 50% employer match about $306,579 at 4% or $204,386 at 6%; with 100% employer match about $229,934 at 4% or $153,289 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-11$2,374,752$202,342$18,395iApproximate average salary by contribution assumption: employee only about $459,868 at 4% or $306,579 at 6%; with 50% employer match about $306,579 at 4% or $204,386 at 6%; with 100% employer match about $229,934 at 4% or $153,289 at 6%.
2020111$1,864,833$175,862$15,987iApproximate average salary by contribution assumption: employee only about $399,686 at 4% or $266,458 at 6%; with 50% employer match about $266,458 at 4% or $177,638 at 6%; with 100% employer match about $199,843 at 4% or $133,229 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-11$1,864,833$175,862$15,987iApproximate average salary by contribution assumption: employee only about $399,686 at 4% or $266,458 at 6%; with 50% employer match about $266,458 at 4% or $177,638 at 6%; with 100% employer match about $199,843 at 4% or $133,229 at 6%.
2019110$1,443,899$167,714$16,771iApproximate average salary by contribution assumption: employee only about $419,285 at 4% or $279,523 at 6%; with 50% employer match about $279,523 at 4% or $186,349 at 6%; with 100% employer match about $209,643 at 4% or $139,762 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-10$1,443,899$167,714$16,771iApproximate average salary by contribution assumption: employee only about $419,285 at 4% or $279,523 at 6%; with 50% employer match about $279,523 at 4% or $186,349 at 6%; with 100% employer match about $209,643 at 4% or $139,762 at 6%.
201818$1,035,082$129,838$16,230iApproximate average salary by contribution assumption: employee only about $405,744 at 4% or $270,496 at 6%; with 50% employer match about $270,496 at 4% or $180,331 at 6%; with 100% employer match about $202,872 at 4% or $135,248 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-8$1,035,082$129,838$16,230iApproximate average salary by contribution assumption: employee only about $405,744 at 4% or $270,496 at 6%; with 50% employer match about $270,496 at 4% or $180,331 at 6%; with 100% employer match about $202,872 at 4% or $135,248 at 6%.
201717$1,006,431$137,895$19,699iApproximate average salary by contribution assumption: employee only about $492,482 at 4% or $328,321 at 6%; with 50% employer match about $328,321 at 4% or $218,881 at 6%; with 100% employer match about $246,241 at 4% or $164,161 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-7$1,006,431$137,895$19,699iApproximate average salary by contribution assumption: employee only about $492,482 at 4% or $328,321 at 6%; with 50% employer match about $328,321 at 4% or $218,881 at 6%; with 100% employer match about $246,241 at 4% or $164,161 at 6%.
201616$727,726$101,595$16,933iApproximate average salary by contribution assumption: employee only about $423,313 at 4% or $282,208 at 6%; with 50% employer match about $282,208 at 4% or $188,139 at 6%; with 100% employer match about $211,656 at 4% or $141,104 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-6$727,726$101,595$16,933iApproximate average salary by contribution assumption: employee only about $423,313 at 4% or $282,208 at 6%; with 50% employer match about $282,208 at 4% or $188,139 at 6%; with 100% employer match about $211,656 at 4% or $141,104 at 6%.
201516$564,646$561,888$93,648iApproximate average salary by contribution assumption: employee only about $2,341,200 at 4% or $1,560,800 at 6%; with 50% employer match about $1,560,800 at 4% or $1,040,533 at 6%; with 100% employer match about $1,170,600 at 4% or $780,400 at 6%.
Arbor Trust Wealth Advisors 401(K) Plan-6$564,646$561,888$93,648iApproximate average salary by contribution assumption: employee only about $2,341,200 at 4% or $1,560,800 at 6%; with 50% employer match about $1,560,800 at 4% or $1,040,533 at 6%; with 100% employer match about $1,170,600 at 4% or $780,400 at 6%.