Wellspring Advisor Group LLC
Plan context: Wellspring Advisor Group 401(K) Plan
EIN 47-1980856 • Alexandria, LA • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,155,971
2025 Contributions
$231,032
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $2,155,971 | $231,032 | $23,103iApproximate average salary by contribution assumption: employee only about $577,580 at 4% or $385,053 at 6%; with 50% employer match about $385,053 at 4% or $256,702 at 6%; with 100% employer match about $288,790 at 4% or $192,527 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 10 | $2,155,971 | $231,032 | $23,103iApproximate average salary by contribution assumption: employee only about $577,580 at 4% or $385,053 at 6%; with 50% employer match about $385,053 at 4% or $256,702 at 6%; with 100% employer match about $288,790 at 4% or $192,527 at 6%. |
| 2024 | 1 | 10 | $1,651,217 | $203,193 | $20,319iApproximate average salary by contribution assumption: employee only about $507,983 at 4% or $338,655 at 6%; with 50% employer match about $338,655 at 4% or $225,770 at 6%; with 100% employer match about $253,991 at 4% or $169,328 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 10 | $1,651,217 | $203,193 | $20,319iApproximate average salary by contribution assumption: employee only about $507,983 at 4% or $338,655 at 6%; with 50% employer match about $338,655 at 4% or $225,770 at 6%; with 100% employer match about $253,991 at 4% or $169,328 at 6%. |
| 2023 | 1 | 8 | $1,225,826 | $142,885 | $17,861iApproximate average salary by contribution assumption: employee only about $446,516 at 4% or $297,677 at 6%; with 50% employer match about $297,677 at 4% or $198,451 at 6%; with 100% employer match about $223,258 at 4% or $148,839 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 8 | $1,225,826 | $142,885 | $17,861iApproximate average salary by contribution assumption: employee only about $446,516 at 4% or $297,677 at 6%; with 50% employer match about $297,677 at 4% or $198,451 at 6%; with 100% employer match about $223,258 at 4% or $148,839 at 6%. |
| 2022 | 1 | 7 | $899,238 | $110,972 | $15,853iApproximate average salary by contribution assumption: employee only about $396,329 at 4% or $264,219 at 6%; with 50% employer match about $264,219 at 4% or $176,146 at 6%; with 100% employer match about $198,164 at 4% or $132,110 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 7 | $899,238 | $110,972 | $15,853iApproximate average salary by contribution assumption: employee only about $396,329 at 4% or $264,219 at 6%; with 50% employer match about $264,219 at 4% or $176,146 at 6%; with 100% employer match about $198,164 at 4% or $132,110 at 6%. |
| 2021 | 1 | 5 | $1,032,979 | $96,610 | $19,322iApproximate average salary by contribution assumption: employee only about $483,050 at 4% or $322,033 at 6%; with 50% employer match about $322,033 at 4% or $214,689 at 6%; with 100% employer match about $241,525 at 4% or $161,017 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 5 | $1,032,979 | $96,610 | $19,322iApproximate average salary by contribution assumption: employee only about $483,050 at 4% or $322,033 at 6%; with 50% employer match about $322,033 at 4% or $214,689 at 6%; with 100% employer match about $241,525 at 4% or $161,017 at 6%. |
| 2020 | 1 | 5 | $794,674 | $105,539 | $21,108iApproximate average salary by contribution assumption: employee only about $527,695 at 4% or $351,797 at 6%; with 50% employer match about $351,797 at 4% or $234,531 at 6%; with 100% employer match about $263,848 at 4% or $175,898 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 5 | $794,674 | $105,539 | $21,108iApproximate average salary by contribution assumption: employee only about $527,695 at 4% or $351,797 at 6%; with 50% employer match about $351,797 at 4% or $234,531 at 6%; with 100% employer match about $263,848 at 4% or $175,898 at 6%. |
| 2019 | 1 | 5 | $528,958 | $96,890 | $19,378iApproximate average salary by contribution assumption: employee only about $484,450 at 4% or $322,967 at 6%; with 50% employer match about $322,967 at 4% or $215,311 at 6%; with 100% employer match about $242,225 at 4% or $161,483 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 5 | $528,958 | $96,890 | $19,378iApproximate average salary by contribution assumption: employee only about $484,450 at 4% or $322,967 at 6%; with 50% employer match about $322,967 at 4% or $215,311 at 6%; with 100% employer match about $242,225 at 4% or $161,483 at 6%. |
| 2018 | 1 | 3 | $343,458 | $83,341 | $27,780iApproximate average salary by contribution assumption: employee only about $694,508 at 4% or $463,006 at 6%; with 50% employer match about $463,006 at 4% or $308,670 at 6%; with 100% employer match about $347,254 at 4% or $231,503 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 3 | $343,458 | $83,341 | $27,780iApproximate average salary by contribution assumption: employee only about $694,508 at 4% or $463,006 at 6%; with 50% employer match about $463,006 at 4% or $308,670 at 6%; with 100% employer match about $347,254 at 4% or $231,503 at 6%. |
| 2017 | 1 | 3 | $300,677 | $98,724 | $32,908iApproximate average salary by contribution assumption: employee only about $822,700 at 4% or $548,467 at 6%; with 50% employer match about $548,467 at 4% or $365,644 at 6%; with 100% employer match about $411,350 at 4% or $274,233 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 3 | $300,677 | $98,724 | $32,908iApproximate average salary by contribution assumption: employee only about $822,700 at 4% or $548,467 at 6%; with 50% employer match about $548,467 at 4% or $365,644 at 6%; with 100% employer match about $411,350 at 4% or $274,233 at 6%. |
| 2016 | 1 | 3 | $169,164 | $86,543 | $28,848iApproximate average salary by contribution assumption: employee only about $721,192 at 4% or $480,794 at 6%; with 50% employer match about $480,794 at 4% or $320,530 at 6%; with 100% employer match about $360,596 at 4% or $240,397 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 3 | $169,164 | $86,543 | $28,848iApproximate average salary by contribution assumption: employee only about $721,192 at 4% or $480,794 at 6%; with 50% employer match about $480,794 at 4% or $320,530 at 6%; with 100% employer match about $360,596 at 4% or $240,397 at 6%. |
| 2015 | 1 | 3 | $72,245 | $72,219 | $24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%. |
| Wellspring Advisor Group 401(K) Plan | - | 3 | $72,245 | $72,219 | $24,073iApproximate average salary by contribution assumption: employee only about $601,825 at 4% or $401,217 at 6%; with 50% employer match about $401,217 at 4% or $267,478 at 6%; with 100% employer match about $300,913 at 4% or $200,608 at 6%. |