Civic Intelligence

Advancement Group Inc

Plan context: Advancement Group Inc 401(K) Profit Sharing Plan & Trust

EIN 73-1554767 • Tulsa, OK • 13 filings • 3 plans

7315 S Lewis AveTulsa, OK 74136-6829
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$584,370

2024 Contributions

$83,122

Historical Graphs

Total Assets Over Time

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

$719,920$359,960$0201220182024YearValue
$584,370Latest year 2024

Participants Over Time

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

840201220182024YearValue
7Latest 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
202417$584,370$83,122$11,875iApproximate average salary by contribution assumption: employee only about $296,864 at 4% or $197,910 at 6%; with 50% employer match about $197,910 at 4% or $131,940 at 6%; with 100% employer match about $148,432 at 4% or $98,955 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-7$584,370$83,122$11,875iApproximate average salary by contribution assumption: employee only about $296,864 at 4% or $197,910 at 6%; with 50% employer match about $197,910 at 4% or $131,940 at 6%; with 100% employer match about $148,432 at 4% or $98,955 at 6%.
202315$478,758$88,041$17,608iApproximate average salary by contribution assumption: employee only about $440,205 at 4% or $293,470 at 6%; with 50% employer match about $293,470 at 4% or $195,647 at 6%; with 100% employer match about $220,103 at 4% or $146,735 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-5$478,758$88,041$17,608iApproximate average salary by contribution assumption: employee only about $440,205 at 4% or $293,470 at 6%; with 50% employer match about $293,470 at 4% or $195,647 at 6%; with 100% employer match about $220,103 at 4% or $146,735 at 6%.
202216$342,283$80,267$13,378iApproximate average salary by contribution assumption: employee only about $334,446 at 4% or $222,964 at 6%; with 50% employer match about $222,964 at 4% or $148,643 at 6%; with 100% employer match about $167,223 at 4% or $111,482 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-6$342,283$80,267$13,378iApproximate average salary by contribution assumption: employee only about $334,446 at 4% or $222,964 at 6%; with 50% employer match about $222,964 at 4% or $148,643 at 6%; with 100% employer match about $167,223 at 4% or $111,482 at 6%.
202116$719,920$76,228$12,705iApproximate average salary by contribution assumption: employee only about $317,617 at 4% or $211,744 at 6%; with 50% employer match about $211,744 at 4% or $141,163 at 6%; with 100% employer match about $158,808 at 4% or $105,872 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-6$719,920$76,228$12,705iApproximate average salary by contribution assumption: employee only about $317,617 at 4% or $211,744 at 6%; with 50% employer match about $211,744 at 4% or $141,163 at 6%; with 100% employer match about $158,808 at 4% or $105,872 at 6%.
202017$575,403$78,029$11,147iApproximate average salary by contribution assumption: employee only about $278,675 at 4% or $185,783 at 6%; with 50% employer match about $185,783 at 4% or $123,856 at 6%; with 100% employer match about $139,338 at 4% or $92,892 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-7$575,403$78,029$11,147iApproximate average salary by contribution assumption: employee only about $278,675 at 4% or $185,783 at 6%; with 50% employer match about $185,783 at 4% or $123,856 at 6%; with 100% employer match about $139,338 at 4% or $92,892 at 6%.
201917$446,745$72,318$10,331iApproximate average salary by contribution assumption: employee only about $258,279 at 4% or $172,186 at 6%; with 50% employer match about $172,186 at 4% or $114,790 at 6%; with 100% employer match about $129,139 at 4% or $86,093 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-7$446,745$72,318$10,331iApproximate average salary by contribution assumption: employee only about $258,279 at 4% or $172,186 at 6%; with 50% employer match about $172,186 at 4% or $114,790 at 6%; with 100% employer match about $129,139 at 4% or $86,093 at 6%.
201818$299,317$48,061$6,008iApproximate average salary by contribution assumption: employee only about $150,191 at 4% or $100,127 at 6%; with 50% employer match about $100,127 at 4% or $66,751 at 6%; with 100% employer match about $75,095 at 4% or $50,064 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-8$299,317$48,061$6,008iApproximate average salary by contribution assumption: employee only about $150,191 at 4% or $100,127 at 6%; with 50% employer match about $100,127 at 4% or $66,751 at 6%; with 100% employer match about $75,095 at 4% or $50,064 at 6%.
201717$271,795$48,411$6,916iApproximate average salary by contribution assumption: employee only about $172,896 at 4% or $115,264 at 6%; with 50% employer match about $115,264 at 4% or $76,843 at 6%; with 100% employer match about $86,448 at 4% or $57,632 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-7$271,795$48,411$6,916iApproximate average salary by contribution assumption: employee only about $172,896 at 4% or $115,264 at 6%; with 50% employer match about $115,264 at 4% or $76,843 at 6%; with 100% employer match about $86,448 at 4% or $57,632 at 6%.
201618$232,475$51,555$6,444iApproximate average salary by contribution assumption: employee only about $161,109 at 4% or $107,406 at 6%; with 50% employer match about $107,406 at 4% or $71,604 at 6%; with 100% employer match about $80,555 at 4% or $53,703 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-8$232,475$51,555$6,444iApproximate average salary by contribution assumption: employee only about $161,109 at 4% or $107,406 at 6%; with 50% employer match about $107,406 at 4% or $71,604 at 6%; with 100% employer match about $80,555 at 4% or $53,703 at 6%.
201516$174,670$47,215$7,869iApproximate average salary by contribution assumption: employee only about $196,729 at 4% or $131,153 at 6%; with 50% employer match about $131,153 at 4% or $87,435 at 6%; with 100% employer match about $98,365 at 4% or $65,576 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-6$174,670$47,215$7,869iApproximate average salary by contribution assumption: employee only about $196,729 at 4% or $131,153 at 6%; with 50% employer match about $131,153 at 4% or $87,435 at 6%; with 100% employer match about $98,365 at 4% or $65,576 at 6%.
201416$128,767$41,372$6,895iApproximate average salary by contribution assumption: employee only about $172,383 at 4% or $114,922 at 6%; with 50% employer match about $114,922 at 4% or $76,615 at 6%; with 100% employer match about $86,192 at 4% or $57,461 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-6$128,767$41,372$6,895iApproximate average salary by contribution assumption: employee only about $172,383 at 4% or $114,922 at 6%; with 50% employer match about $114,922 at 4% or $76,615 at 6%; with 100% employer match about $86,192 at 4% or $57,461 at 6%.
201315$82,550$38,936$7,787iApproximate average salary by contribution assumption: employee only about $194,680 at 4% or $129,787 at 6%; with 50% employer match about $129,787 at 4% or $86,524 at 6%; with 100% employer match about $97,340 at 4% or $64,893 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-5$82,550$38,936$7,787iApproximate average salary by contribution assumption: employee only about $194,680 at 4% or $129,787 at 6%; with 50% employer match about $129,787 at 4% or $86,524 at 6%; with 100% employer match about $97,340 at 4% or $64,893 at 6%.
201215$37,662$36,320$7,264iApproximate average salary by contribution assumption: employee only about $181,600 at 4% or $121,067 at 6%; with 50% employer match about $121,067 at 4% or $80,711 at 6%; with 100% employer match about $90,800 at 4% or $60,533 at 6%.
Advancement Group Inc 401(K) Profit Sharing Plan & Trust-5$37,662$36,320$7,264iApproximate average salary by contribution assumption: employee only about $181,600 at 4% or $121,067 at 6%; with 50% employer match about $121,067 at 4% or $80,711 at 6%; with 100% employer match about $90,800 at 4% or $60,533 at 6%.
Advancement Group Inc | EIN 73-1554767 | 2024 Form 5500 Company Profile