Civic Intelligence

C.W. O'Conner Wealth Advisors Inc.

Plan context: C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan

EIN 58-2144304 • Duluth, GA • 18 filings • 3 plans

3175 Satelitte Boulevard, Suite 110Duluth, GA 30096
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,168,059

2024 Contributions

$56,108

Historical Graphs

Total Assets Over Time

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

$1,168,059$584,030$0200820162024YearValue
$1,168,059Latest year 2024

Participants Over Time

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

320200720162024YearValue
3Latest 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
202413$1,168,059$56,108$18,703iApproximate average salary by contribution assumption: employee only about $467,567 at 4% or $311,711 at 6%; with 50% employer match about $311,711 at 4% or $207,807 at 6%; with 100% employer match about $233,783 at 4% or $155,856 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$1,168,059$56,108$18,703iApproximate average salary by contribution assumption: employee only about $467,567 at 4% or $311,711 at 6%; with 50% employer match about $311,711 at 4% or $207,807 at 6%; with 100% employer match about $233,783 at 4% or $155,856 at 6%.
202313$1,165,714$57,789$19,263iApproximate average salary by contribution assumption: employee only about $481,575 at 4% or $321,050 at 6%; with 50% employer match about $321,050 at 4% or $214,033 at 6%; with 100% employer match about $240,788 at 4% or $160,525 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$1,165,714$57,789$19,263iApproximate average salary by contribution assumption: employee only about $481,575 at 4% or $321,050 at 6%; with 50% employer match about $321,050 at 4% or $214,033 at 6%; with 100% employer match about $240,788 at 4% or $160,525 at 6%.
202213$963,107$55,626$18,542iApproximate average salary by contribution assumption: employee only about $463,550 at 4% or $309,033 at 6%; with 50% employer match about $309,033 at 4% or $206,022 at 6%; with 100% employer match about $231,775 at 4% or $154,517 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$963,107$55,626$18,542iApproximate average salary by contribution assumption: employee only about $463,550 at 4% or $309,033 at 6%; with 50% employer match about $309,033 at 4% or $206,022 at 6%; with 100% employer match about $231,775 at 4% or $154,517 at 6%.
202113$1,043,273$53,263$17,754iApproximate average salary by contribution assumption: employee only about $443,858 at 4% or $295,906 at 6%; with 50% employer match about $295,906 at 4% or $197,270 at 6%; with 100% employer match about $221,929 at 4% or $147,953 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$1,043,273$53,263$17,754iApproximate average salary by contribution assumption: employee only about $443,858 at 4% or $295,906 at 6%; with 50% employer match about $295,906 at 4% or $197,270 at 6%; with 100% employer match about $221,929 at 4% or $147,953 at 6%.
202013$876,448$47,663$15,888iApproximate average salary by contribution assumption: employee only about $397,192 at 4% or $264,794 at 6%; with 50% employer match about $264,794 at 4% or $176,530 at 6%; with 100% employer match about $198,596 at 4% or $132,397 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$876,448$47,663$15,888iApproximate average salary by contribution assumption: employee only about $397,192 at 4% or $264,794 at 6%; with 50% employer match about $264,794 at 4% or $176,530 at 6%; with 100% employer match about $198,596 at 4% or $132,397 at 6%.
201913$752,283$43,192$14,397iApproximate average salary by contribution assumption: employee only about $359,933 at 4% or $239,956 at 6%; with 50% employer match about $239,956 at 4% or $159,970 at 6%; with 100% employer match about $179,967 at 4% or $119,978 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$752,283$43,192$14,397iApproximate average salary by contribution assumption: employee only about $359,933 at 4% or $239,956 at 6%; with 50% employer match about $239,956 at 4% or $159,970 at 6%; with 100% employer match about $179,967 at 4% or $119,978 at 6%.
201813$599,188$37,209$12,403iApproximate average salary by contribution assumption: employee only about $310,075 at 4% or $206,717 at 6%; with 50% employer match about $206,717 at 4% or $137,811 at 6%; with 100% employer match about $155,038 at 4% or $103,358 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$599,188$37,209$12,403iApproximate average salary by contribution assumption: employee only about $310,075 at 4% or $206,717 at 6%; with 50% employer match about $206,717 at 4% or $137,811 at 6%; with 100% employer match about $155,038 at 4% or $103,358 at 6%.
201713$608,881$78,789$26,263iApproximate average salary by contribution assumption: employee only about $656,575 at 4% or $437,717 at 6%; with 50% employer match about $437,717 at 4% or $291,811 at 6%; with 100% employer match about $328,288 at 4% or $218,858 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$608,881$78,789$26,263iApproximate average salary by contribution assumption: employee only about $656,575 at 4% or $437,717 at 6%; with 50% employer match about $437,717 at 4% or $291,811 at 6%; with 100% employer match about $328,288 at 4% or $218,858 at 6%.
201613$473,513$81,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$473,513$81,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201513$356,208$81,546$27,182iApproximate average salary by contribution assumption: employee only about $679,550 at 4% or $453,033 at 6%; with 50% employer match about $453,033 at 4% or $302,022 at 6%; with 100% employer match about $339,775 at 4% or $226,517 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$356,208$81,546$27,182iApproximate average salary by contribution assumption: employee only about $679,550 at 4% or $453,033 at 6%; with 50% employer match about $453,033 at 4% or $302,022 at 6%; with 100% employer match about $339,775 at 4% or $226,517 at 6%.
201413$284,677$35,462$11,821iApproximate average salary by contribution assumption: employee only about $295,517 at 4% or $197,011 at 6%; with 50% employer match about $197,011 at 4% or $131,341 at 6%; with 100% employer match about $147,758 at 4% or $98,506 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$284,677$35,462$11,821iApproximate average salary by contribution assumption: employee only about $295,517 at 4% or $197,011 at 6%; with 50% employer match about $197,011 at 4% or $131,341 at 6%; with 100% employer match about $147,758 at 4% or $98,506 at 6%.
201312$235,038$62,612$31,306iApproximate average salary by contribution assumption: employee only about $782,650 at 4% or $521,767 at 6%; with 50% employer match about $521,767 at 4% or $347,844 at 6%; with 100% employer match about $391,325 at 4% or $260,883 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-2$235,038$62,612$31,306iApproximate average salary by contribution assumption: employee only about $782,650 at 4% or $521,767 at 6%; with 50% employer match about $521,767 at 4% or $347,844 at 6%; with 100% employer match about $391,325 at 4% or $260,883 at 6%.
201211$155,757$24,778$24,778iApproximate average salary by contribution assumption: employee only about $619,450 at 4% or $412,967 at 6%; with 50% employer match about $412,967 at 4% or $275,311 at 6%; with 100% employer match about $309,725 at 4% or $206,483 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-1$155,757$24,778$24,778iApproximate average salary by contribution assumption: employee only about $619,450 at 4% or $412,967 at 6%; with 50% employer match about $412,967 at 4% or $275,311 at 6%; with 100% employer match about $309,725 at 4% or $206,483 at 6%.
201112$122,218$25,219$12,610iApproximate average salary by contribution assumption: employee only about $315,238 at 4% or $210,158 at 6%; with 50% employer match about $210,158 at 4% or $140,106 at 6%; with 100% employer match about $157,619 at 4% or $105,079 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-2$122,218$25,219$12,610iApproximate average salary by contribution assumption: employee only about $315,238 at 4% or $210,158 at 6%; with 50% employer match about $210,158 at 4% or $140,106 at 6%; with 100% employer match about $157,619 at 4% or $105,079 at 6%.
201012$101,518$25,275$12,638iApproximate average salary by contribution assumption: employee only about $315,938 at 4% or $210,625 at 6%; with 50% employer match about $210,625 at 4% or $140,417 at 6%; with 100% employer match about $157,969 at 4% or $105,313 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-2$101,518$25,275$12,638iApproximate average salary by contribution assumption: employee only about $315,938 at 4% or $210,625 at 6%; with 50% employer match about $210,625 at 4% or $140,417 at 6%; with 100% employer match about $157,969 at 4% or $105,313 at 6%.
200913$73,525$23,639$7,880iApproximate average salary by contribution assumption: employee only about $196,992 at 4% or $131,328 at 6%; with 50% employer match about $131,328 at 4% or $87,552 at 6%; with 100% employer match about $98,496 at 4% or $65,664 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-3$73,525$23,639$7,880iApproximate average salary by contribution assumption: employee only about $196,992 at 4% or $131,328 at 6%; with 50% employer match about $131,328 at 4% or $87,552 at 6%; with 100% employer match about $98,496 at 4% or $65,664 at 6%.
200812$48,185$27,447$13,724iApproximate average salary by contribution assumption: employee only about $343,088 at 4% or $228,725 at 6%; with 50% employer match about $228,725 at 4% or $152,483 at 6%; with 100% employer match about $171,544 at 4% or $114,363 at 6%.
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-2$48,185$27,447$13,724iApproximate average salary by contribution assumption: employee only about $343,088 at 4% or $228,725 at 6%; with 50% employer match about $228,725 at 4% or $152,483 at 6%; with 100% employer match about $171,544 at 4% or $114,363 at 6%.
200712$0$0-
C.W. O'Conner Wealth Advisors Inc. 401(K) Profit Sharing Plan-2---