Civic Intelligence

Guardian Wealth Management Inc.

Plan context: Guardian Wealth Management Inc. 401(K) Plan

EIN 62-1711495 • Chattanooga, TN • 20 filings • 2 plans

6151 Shallowford RoadSuite 102Chattanooga, TN 37421
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,223,817

2024 Contributions

$293,412

Historical Graphs

Total Assets Over Time

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

$5,223,817$2,611,909$0200520152024YearValue
$5,223,817Latest year 2024

Participants Over Time

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

1260200520152024YearValue
12Latest 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
2024112$5,223,817$293,412$24,451iApproximate average salary by contribution assumption: employee only about $611,275 at 4% or $407,517 at 6%; with 50% employer match about $407,517 at 4% or $271,678 at 6%; with 100% employer match about $305,638 at 4% or $203,758 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-12$5,223,817$293,412$24,451iApproximate average salary by contribution assumption: employee only about $611,275 at 4% or $407,517 at 6%; with 50% employer match about $407,517 at 4% or $271,678 at 6%; with 100% employer match about $305,638 at 4% or $203,758 at 6%.
2023112$4,530,285$294,473$24,539iApproximate average salary by contribution assumption: employee only about $613,485 at 4% or $408,990 at 6%; with 50% employer match about $408,990 at 4% or $272,660 at 6%; with 100% employer match about $306,743 at 4% or $204,495 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-12$4,530,285$294,473$24,539iApproximate average salary by contribution assumption: employee only about $613,485 at 4% or $408,990 at 6%; with 50% employer match about $408,990 at 4% or $272,660 at 6%; with 100% employer match about $306,743 at 4% or $204,495 at 6%.
2022112$3,956,051$445,073$37,089iApproximate average salary by contribution assumption: employee only about $927,235 at 4% or $618,157 at 6%; with 50% employer match about $618,157 at 4% or $412,105 at 6%; with 100% employer match about $463,618 at 4% or $309,078 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-12$3,956,051$445,073$37,089iApproximate average salary by contribution assumption: employee only about $927,235 at 4% or $618,157 at 6%; with 50% employer match about $618,157 at 4% or $412,105 at 6%; with 100% employer match about $463,618 at 4% or $309,078 at 6%.
2021112$4,339,762$268,212$22,351iApproximate average salary by contribution assumption: employee only about $558,775 at 4% or $372,517 at 6%; with 50% employer match about $372,517 at 4% or $248,344 at 6%; with 100% employer match about $279,388 at 4% or $186,258 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-12$4,339,762$268,212$22,351iApproximate average salary by contribution assumption: employee only about $558,775 at 4% or $372,517 at 6%; with 50% employer match about $372,517 at 4% or $248,344 at 6%; with 100% employer match about $279,388 at 4% or $186,258 at 6%.
202019$3,453,085$239,747$26,639iApproximate average salary by contribution assumption: employee only about $665,964 at 4% or $443,976 at 6%; with 50% employer match about $443,976 at 4% or $295,984 at 6%; with 100% employer match about $332,982 at 4% or $221,988 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-9$3,453,085$239,747$26,639iApproximate average salary by contribution assumption: employee only about $665,964 at 4% or $443,976 at 6%; with 50% employer match about $443,976 at 4% or $295,984 at 6%; with 100% employer match about $332,982 at 4% or $221,988 at 6%.
2019110$3,113,320$215,439$21,544iApproximate average salary by contribution assumption: employee only about $538,598 at 4% or $359,065 at 6%; with 50% employer match about $359,065 at 4% or $239,377 at 6%; with 100% employer match about $269,299 at 4% or $179,533 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-10$3,113,320$215,439$21,544iApproximate average salary by contribution assumption: employee only about $538,598 at 4% or $359,065 at 6%; with 50% employer match about $359,065 at 4% or $239,377 at 6%; with 100% employer match about $269,299 at 4% or $179,533 at 6%.
2018110$2,448,425$216,253$21,625iApproximate average salary by contribution assumption: employee only about $540,633 at 4% or $360,422 at 6%; with 50% employer match about $360,422 at 4% or $240,281 at 6%; with 100% employer match about $270,316 at 4% or $180,211 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-10$2,448,425$216,253$21,625iApproximate average salary by contribution assumption: employee only about $540,633 at 4% or $360,422 at 6%; with 50% employer match about $360,422 at 4% or $240,281 at 6%; with 100% employer match about $270,316 at 4% or $180,211 at 6%.
2017110$2,510,764$210,683$21,068iApproximate average salary by contribution assumption: employee only about $526,708 at 4% or $351,138 at 6%; with 50% employer match about $351,138 at 4% or $234,092 at 6%; with 100% employer match about $263,354 at 4% or $175,569 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-10$2,510,764$210,683$21,068iApproximate average salary by contribution assumption: employee only about $526,708 at 4% or $351,138 at 6%; with 50% employer match about $351,138 at 4% or $234,092 at 6%; with 100% employer match about $263,354 at 4% or $175,569 at 6%.
2016110$2,099,705$201,590$20,159iApproximate average salary by contribution assumption: employee only about $503,975 at 4% or $335,983 at 6%; with 50% employer match about $335,983 at 4% or $223,989 at 6%; with 100% employer match about $251,988 at 4% or $167,992 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-10$2,099,705$201,590$20,159iApproximate average salary by contribution assumption: employee only about $503,975 at 4% or $335,983 at 6%; with 50% employer match about $335,983 at 4% or $223,989 at 6%; with 100% employer match about $251,988 at 4% or $167,992 at 6%.
201519$1,689,084$193,865$21,541iApproximate average salary by contribution assumption: employee only about $538,514 at 4% or $359,009 at 6%; with 50% employer match about $359,009 at 4% or $239,340 at 6%; with 100% employer match about $269,257 at 4% or $179,505 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-9$1,689,084$193,865$21,541iApproximate average salary by contribution assumption: employee only about $538,514 at 4% or $359,009 at 6%; with 50% employer match about $359,009 at 4% or $239,340 at 6%; with 100% employer match about $269,257 at 4% or $179,505 at 6%.
2014110$1,587,396$192,232$19,223iApproximate average salary by contribution assumption: employee only about $480,580 at 4% or $320,387 at 6%; with 50% employer match about $320,387 at 4% or $213,591 at 6%; with 100% employer match about $240,290 at 4% or $160,193 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-10$1,587,396$192,232$19,223iApproximate average salary by contribution assumption: employee only about $480,580 at 4% or $320,387 at 6%; with 50% employer match about $320,387 at 4% or $213,591 at 6%; with 100% employer match about $240,290 at 4% or $160,193 at 6%.
201318$1,337,557$161,440$20,180iApproximate average salary by contribution assumption: employee only about $504,500 at 4% or $336,333 at 6%; with 50% employer match about $336,333 at 4% or $224,222 at 6%; with 100% employer match about $252,250 at 4% or $168,167 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-8$1,337,557$161,440$20,180iApproximate average salary by contribution assumption: employee only about $504,500 at 4% or $336,333 at 6%; with 50% employer match about $336,333 at 4% or $224,222 at 6%; with 100% employer match about $252,250 at 4% or $168,167 at 6%.
201218$968,699$146,756$18,345iApproximate average salary by contribution assumption: employee only about $458,613 at 4% or $305,742 at 6%; with 50% employer match about $305,742 at 4% or $203,828 at 6%; with 100% employer match about $229,306 at 4% or $152,871 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-8$968,699$146,756$18,345iApproximate average salary by contribution assumption: employee only about $458,613 at 4% or $305,742 at 6%; with 50% employer match about $305,742 at 4% or $203,828 at 6%; with 100% employer match about $229,306 at 4% or $152,871 at 6%.
201118$805,469$146,217$18,277iApproximate average salary by contribution assumption: employee only about $456,928 at 4% or $304,619 at 6%; with 50% employer match about $304,619 at 4% or $203,079 at 6%; with 100% employer match about $228,464 at 4% or $152,309 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-8$805,469$146,217$18,277iApproximate average salary by contribution assumption: employee only about $456,928 at 4% or $304,619 at 6%; with 50% employer match about $304,619 at 4% or $203,079 at 6%; with 100% employer match about $228,464 at 4% or $152,309 at 6%.
201019$737,743$143,820$15,980iApproximate average salary by contribution assumption: employee only about $399,500 at 4% or $266,333 at 6%; with 50% employer match about $266,333 at 4% or $177,556 at 6%; with 100% employer match about $199,750 at 4% or $133,167 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-9$737,743$143,820$15,980iApproximate average salary by contribution assumption: employee only about $399,500 at 4% or $266,333 at 6%; with 50% employer match about $266,333 at 4% or $177,556 at 6%; with 100% employer match about $199,750 at 4% or $133,167 at 6%.
200917$492,272$135,663$19,380iApproximate average salary by contribution assumption: employee only about $484,511 at 4% or $323,007 at 6%; with 50% employer match about $323,007 at 4% or $215,338 at 6%; with 100% employer match about $242,255 at 4% or $161,504 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-7$492,272$135,663$19,380iApproximate average salary by contribution assumption: employee only about $484,511 at 4% or $323,007 at 6%; with 50% employer match about $323,007 at 4% or $215,338 at 6%; with 100% employer match about $242,255 at 4% or $161,504 at 6%.
200818$323,435$133,279$16,660iApproximate average salary by contribution assumption: employee only about $416,497 at 4% or $277,665 at 6%; with 50% employer match about $277,665 at 4% or $185,110 at 6%; with 100% employer match about $208,248 at 4% or $138,832 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-8$323,435$133,279$16,660iApproximate average salary by contribution assumption: employee only about $416,497 at 4% or $277,665 at 6%; with 50% employer match about $277,665 at 4% or $185,110 at 6%; with 100% employer match about $208,248 at 4% or $138,832 at 6%.
200717$344,648$142,946$20,421iApproximate average salary by contribution assumption: employee only about $510,521 at 4% or $340,348 at 6%; with 50% employer match about $340,348 at 4% or $226,898 at 6%; with 100% employer match about $255,261 at 4% or $170,174 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-7$344,648$142,946$20,421iApproximate average salary by contribution assumption: employee only about $510,521 at 4% or $340,348 at 6%; with 50% employer match about $340,348 at 4% or $226,898 at 6%; with 100% employer match about $255,261 at 4% or $170,174 at 6%.
200617$205,298$115,354$16,479iApproximate average salary by contribution assumption: employee only about $411,979 at 4% or $274,652 at 6%; with 50% employer match about $274,652 at 4% or $183,102 at 6%; with 100% employer match about $205,989 at 4% or $137,326 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-7$205,298$115,354$16,479iApproximate average salary by contribution assumption: employee only about $411,979 at 4% or $274,652 at 6%; with 50% employer match about $274,652 at 4% or $183,102 at 6%; with 100% employer match about $205,989 at 4% or $137,326 at 6%.
200518$87,465$81,801$10,225iApproximate average salary by contribution assumption: employee only about $255,628 at 4% or $170,419 at 6%; with 50% employer match about $170,419 at 4% or $113,613 at 6%; with 100% employer match about $127,814 at 4% or $85,209 at 6%.
Guardian Wealth Management Inc. 401(K) Plan-8$87,465$81,801$10,225iApproximate average salary by contribution assumption: employee only about $255,628 at 4% or $170,419 at 6%; with 50% employer match about $170,419 at 4% or $113,613 at 6%; with 100% employer match about $127,814 at 4% or $85,209 at 6%.