Civic Intelligence

Dogwood Wealth Advisors LLC

Plan context: Dogwood Wealth Advisors 401(K) Profit Sharing Plan

EIN 47-1513057 • Atlanta, GA • 11 filings • 1 plans

1100 Peachtree StreetSuite 325Atlanta, GA 30309
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,263,444

2024 Contributions

$269,004

Historical Graphs

Total Assets Over Time

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

$3,263,444$1,631,722$0201420192024YearValue
$3,263,444Latest year 2024

Participants Over Time

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

840201420192024YearValue
6Latest 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
202416$3,263,444$269,004$44,834iApproximate average salary by contribution assumption: employee only about $1,120,850 at 4% or $747,233 at 6%; with 50% employer match about $747,233 at 4% or $498,156 at 6%; with 100% employer match about $560,425 at 4% or $373,617 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-6$3,263,444$269,004$44,834iApproximate average salary by contribution assumption: employee only about $1,120,850 at 4% or $747,233 at 6%; with 50% employer match about $747,233 at 4% or $498,156 at 6%; with 100% employer match about $560,425 at 4% or $373,617 at 6%.
202317$2,609,652$249,655$35,665iApproximate average salary by contribution assumption: employee only about $891,625 at 4% or $594,417 at 6%; with 50% employer match about $594,417 at 4% or $396,278 at 6%; with 100% employer match about $445,813 at 4% or $297,208 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-7$2,609,652$249,655$35,665iApproximate average salary by contribution assumption: employee only about $891,625 at 4% or $594,417 at 6%; with 50% employer match about $594,417 at 4% or $396,278 at 6%; with 100% employer match about $445,813 at 4% or $297,208 at 6%.
202217$1,956,837$256,427$36,632iApproximate average salary by contribution assumption: employee only about $915,811 at 4% or $610,540 at 6%; with 50% employer match about $610,540 at 4% or $407,027 at 6%; with 100% employer match about $457,905 at 4% or $305,270 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-7$1,956,837$256,427$36,632iApproximate average salary by contribution assumption: employee only about $915,811 at 4% or $610,540 at 6%; with 50% employer match about $610,540 at 4% or $407,027 at 6%; with 100% employer match about $457,905 at 4% or $305,270 at 6%.
202117$2,158,535$223,237$31,891iApproximate average salary by contribution assumption: employee only about $797,275 at 4% or $531,517 at 6%; with 50% employer match about $531,517 at 4% or $354,344 at 6%; with 100% employer match about $398,638 at 4% or $265,758 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-7$2,158,535$223,237$31,891iApproximate average salary by contribution assumption: employee only about $797,275 at 4% or $531,517 at 6%; with 50% employer match about $531,517 at 4% or $354,344 at 6%; with 100% employer match about $398,638 at 4% or $265,758 at 6%.
202017$1,611,599$198,465$28,352iApproximate average salary by contribution assumption: employee only about $708,804 at 4% or $472,536 at 6%; with 50% employer match about $472,536 at 4% or $315,024 at 6%; with 100% employer match about $354,402 at 4% or $236,268 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-7$1,611,599$198,465$28,352iApproximate average salary by contribution assumption: employee only about $708,804 at 4% or $472,536 at 6%; with 50% employer match about $472,536 at 4% or $315,024 at 6%; with 100% employer match about $354,402 at 4% or $236,268 at 6%.
201917$1,562,849$196,944$28,135iApproximate average salary by contribution assumption: employee only about $703,371 at 4% or $468,914 at 6%; with 50% employer match about $468,914 at 4% or $312,610 at 6%; with 100% employer match about $351,686 at 4% or $234,457 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-7$1,562,849$196,944$28,135iApproximate average salary by contribution assumption: employee only about $703,371 at 4% or $468,914 at 6%; with 50% employer match about $468,914 at 4% or $312,610 at 6%; with 100% employer match about $351,686 at 4% or $234,457 at 6%.
201817$1,653,424$194,947$27,850iApproximate average salary by contribution assumption: employee only about $696,239 at 4% or $464,160 at 6%; with 50% employer match about $464,160 at 4% or $309,440 at 6%; with 100% employer match about $348,120 at 4% or $232,080 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-7$1,653,424$194,947$27,850iApproximate average salary by contribution assumption: employee only about $696,239 at 4% or $464,160 at 6%; with 50% employer match about $464,160 at 4% or $309,440 at 6%; with 100% employer match about $348,120 at 4% or $232,080 at 6%.
201718$1,590,955$193,061$24,133iApproximate average salary by contribution assumption: employee only about $603,316 at 4% or $402,210 at 6%; with 50% employer match about $402,210 at 4% or $268,140 at 6%; with 100% employer match about $301,658 at 4% or $201,105 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-8$1,590,955$193,061$24,133iApproximate average salary by contribution assumption: employee only about $603,316 at 4% or $402,210 at 6%; with 50% employer match about $402,210 at 4% or $268,140 at 6%; with 100% employer match about $301,658 at 4% or $201,105 at 6%.
201618$1,162,663$475,265$59,408iApproximate average salary by contribution assumption: employee only about $1,485,203 at 4% or $990,135 at 6%; with 50% employer match about $990,135 at 4% or $660,090 at 6%; with 100% employer match about $742,602 at 4% or $495,068 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-8$1,162,663$475,265$59,408iApproximate average salary by contribution assumption: employee only about $1,485,203 at 4% or $990,135 at 6%; with 50% employer match about $990,135 at 4% or $660,090 at 6%; with 100% employer match about $742,602 at 4% or $495,068 at 6%.
201513$614,146$614,955$204,985iApproximate average salary by contribution assumption: employee only about $5,124,625 at 4% or $3,416,417 at 6%; with 50% employer match about $3,416,417 at 4% or $2,277,611 at 6%; with 100% employer match about $2,562,313 at 4% or $1,708,208 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-3$614,146$614,955$204,985iApproximate average salary by contribution assumption: employee only about $5,124,625 at 4% or $3,416,417 at 6%; with 50% employer match about $3,416,417 at 4% or $2,277,611 at 6%; with 100% employer match about $2,562,313 at 4% or $1,708,208 at 6%.
201413$9,478$9,450$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.
Dogwood Wealth Advisors 401(K) Profit Sharing Plan-3$9,478$9,450$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.