Civic Intelligence

Gavin & Dolliver Wealth Management LLC

Plan context: Gavin & Dolliver Wealth Management 401(K) Retirement Plan

EIN 47-1550630 • Purchase, NY • 8 filings • 1 plans

2900 Westchester Avenue, Suite 300Purchase, NY 10577
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,339,844

2024 Contributions

$175,149

Historical Graphs

Total Assets Over Time

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

$1,339,844$669,922$0201720212024YearValue
$1,339,844Latest year 2024

Participants Over Time

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

840201720212024YearValue
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$1,339,844$175,149$29,192iApproximate average salary by contribution assumption: employee only about $729,788 at 4% or $486,525 at 6%; with 50% employer match about $486,525 at 4% or $324,350 at 6%; with 100% employer match about $364,894 at 4% or $243,263 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-6$1,339,844$175,149$29,192iApproximate average salary by contribution assumption: employee only about $729,788 at 4% or $486,525 at 6%; with 50% employer match about $486,525 at 4% or $324,350 at 6%; with 100% employer match about $364,894 at 4% or $243,263 at 6%.
202318$1,087,259$199,714$24,964iApproximate average salary by contribution assumption: employee only about $624,106 at 4% or $416,071 at 6%; with 50% employer match about $416,071 at 4% or $277,381 at 6%; with 100% employer match about $312,053 at 4% or $208,035 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-8$1,087,259$199,714$24,964iApproximate average salary by contribution assumption: employee only about $624,106 at 4% or $416,071 at 6%; with 50% employer match about $416,071 at 4% or $277,381 at 6%; with 100% employer match about $312,053 at 4% or $208,035 at 6%.
202218$768,935$146,649$18,331iApproximate average salary by contribution assumption: employee only about $458,278 at 4% or $305,519 at 6%; with 50% employer match about $305,519 at 4% or $203,679 at 6%; with 100% employer match about $229,139 at 4% or $152,759 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-8$768,935$146,649$18,331iApproximate average salary by contribution assumption: employee only about $458,278 at 4% or $305,519 at 6%; with 50% employer match about $305,519 at 4% or $203,679 at 6%; with 100% employer match about $229,139 at 4% or $152,759 at 6%.
202116$761,073$129,237$21,540iApproximate average salary by contribution assumption: employee only about $538,488 at 4% or $358,992 at 6%; with 50% employer match about $358,992 at 4% or $239,328 at 6%; with 100% employer match about $269,244 at 4% or $179,496 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-6$761,073$129,237$21,540iApproximate average salary by contribution assumption: employee only about $538,488 at 4% or $358,992 at 6%; with 50% employer match about $358,992 at 4% or $239,328 at 6%; with 100% employer match about $269,244 at 4% or $179,496 at 6%.
202015$539,156$125,216$25,043iApproximate average salary by contribution assumption: employee only about $626,080 at 4% or $417,387 at 6%; with 50% employer match about $417,387 at 4% or $278,258 at 6%; with 100% employer match about $313,040 at 4% or $208,693 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-5$539,156$125,216$25,043iApproximate average salary by contribution assumption: employee only about $626,080 at 4% or $417,387 at 6%; with 50% employer match about $417,387 at 4% or $278,258 at 6%; with 100% employer match about $313,040 at 4% or $208,693 at 6%.
201915$375,481$140,582$28,116iApproximate average salary by contribution assumption: employee only about $702,910 at 4% or $468,607 at 6%; with 50% employer match about $468,607 at 4% or $312,404 at 6%; with 100% employer match about $351,455 at 4% or $234,303 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-5$375,481$140,582$28,116iApproximate average salary by contribution assumption: employee only about $702,910 at 4% or $468,607 at 6%; with 50% employer match about $468,607 at 4% or $312,404 at 6%; with 100% employer match about $351,455 at 4% or $234,303 at 6%.
201814$189,213$126,913$31,728iApproximate average salary by contribution assumption: employee only about $793,206 at 4% or $528,804 at 6%; with 50% employer match about $528,804 at 4% or $352,536 at 6%; with 100% employer match about $396,603 at 4% or $264,402 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-4$189,213$126,913$31,728iApproximate average salary by contribution assumption: employee only about $793,206 at 4% or $528,804 at 6%; with 50% employer match about $528,804 at 4% or $352,536 at 6%; with 100% employer match about $396,603 at 4% or $264,402 at 6%.
201714$76,098$74,358$18,590iApproximate average salary by contribution assumption: employee only about $464,738 at 4% or $309,825 at 6%; with 50% employer match about $309,825 at 4% or $206,550 at 6%; with 100% employer match about $232,369 at 4% or $154,913 at 6%.
Gavin & Dolliver Wealth Management 401(K) Retirement Plan-4$76,098$74,358$18,590iApproximate average salary by contribution assumption: employee only about $464,738 at 4% or $309,825 at 6%; with 50% employer match about $309,825 at 4% or $206,550 at 6%; with 100% employer match about $232,369 at 4% or $154,913 at 6%.