Civic Intelligence

Guist Wealth Advisors Inc.

Plan context: Guist Wealth Advisors Inc. 401(K) Plan

EIN 81-3441947 • Janesville, WI • 9 filings • 1 plans

14 South Jackson Street, Suite 100Janesville, WI 53548
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$439,269

2024 Contributions

$49,438

Historical Graphs

Total Assets Over Time

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

$439,269$219,635$0201620202024YearValue
$439,269Latest year 2024

Participants Over Time

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

320201620202024YearValue
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$439,269$49,438$16,479iApproximate average salary by contribution assumption: employee only about $411,983 at 4% or $274,656 at 6%; with 50% employer match about $274,656 at 4% or $183,104 at 6%; with 100% employer match about $205,992 at 4% or $137,328 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$439,269$49,438$16,479iApproximate average salary by contribution assumption: employee only about $411,983 at 4% or $274,656 at 6%; with 50% employer match about $274,656 at 4% or $183,104 at 6%; with 100% employer match about $205,992 at 4% or $137,328 at 6%.
202313$349,766$39,206$13,069iApproximate average salary by contribution assumption: employee only about $326,717 at 4% or $217,811 at 6%; with 50% employer match about $217,811 at 4% or $145,207 at 6%; with 100% employer match about $163,358 at 4% or $108,906 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$349,766$39,206$13,069iApproximate average salary by contribution assumption: employee only about $326,717 at 4% or $217,811 at 6%; with 50% employer match about $217,811 at 4% or $145,207 at 6%; with 100% employer match about $163,358 at 4% or $108,906 at 6%.
202213$237,385$35,450$11,817iApproximate average salary by contribution assumption: employee only about $295,417 at 4% or $196,944 at 6%; with 50% employer match about $196,944 at 4% or $131,296 at 6%; with 100% employer match about $147,708 at 4% or $98,472 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$237,385$35,450$11,817iApproximate average salary by contribution assumption: employee only about $295,417 at 4% or $196,944 at 6%; with 50% employer match about $196,944 at 4% or $131,296 at 6%; with 100% employer match about $147,708 at 4% or $98,472 at 6%.
202113$284,007$31,633$10,544iApproximate average salary by contribution assumption: employee only about $263,608 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,869 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$284,007$31,633$10,544iApproximate average salary by contribution assumption: employee only about $263,608 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,869 at 6%.
202013$236,723$31,442$10,481iApproximate average salary by contribution assumption: employee only about $262,017 at 4% or $174,678 at 6%; with 50% employer match about $174,678 at 4% or $116,452 at 6%; with 100% employer match about $131,008 at 4% or $87,339 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$236,723$31,442$10,481iApproximate average salary by contribution assumption: employee only about $262,017 at 4% or $174,678 at 6%; with 50% employer match about $174,678 at 4% or $116,452 at 6%; with 100% employer match about $131,008 at 4% or $87,339 at 6%.
201913$234,889$33,028$11,009iApproximate average salary by contribution assumption: employee only about $275,233 at 4% or $183,489 at 6%; with 50% employer match about $183,489 at 4% or $122,326 at 6%; with 100% employer match about $137,617 at 4% or $91,744 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$234,889$33,028$11,009iApproximate average salary by contribution assumption: employee only about $275,233 at 4% or $183,489 at 6%; with 50% employer match about $183,489 at 4% or $122,326 at 6%; with 100% employer match about $137,617 at 4% or $91,744 at 6%.
201813$161,514$31,893$10,631iApproximate average salary by contribution assumption: employee only about $265,775 at 4% or $177,183 at 6%; with 50% employer match about $177,183 at 4% or $118,122 at 6%; with 100% employer match about $132,888 at 4% or $88,592 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$161,514$31,893$10,631iApproximate average salary by contribution assumption: employee only about $265,775 at 4% or $177,183 at 6%; with 50% employer match about $177,183 at 4% or $118,122 at 6%; with 100% employer match about $132,888 at 4% or $88,592 at 6%.
201713$139,396$119,062$39,687iApproximate average salary by contribution assumption: employee only about $992,183 at 4% or $661,456 at 6%; with 50% employer match about $661,456 at 4% or $440,970 at 6%; with 100% employer match about $496,092 at 4% or $330,728 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$139,396$119,062$39,687iApproximate average salary by contribution assumption: employee only about $992,183 at 4% or $661,456 at 6%; with 50% employer match about $661,456 at 4% or $440,970 at 6%; with 100% employer match about $496,092 at 4% or $330,728 at 6%.
201613$6,660$6,561$2,187iApproximate average salary by contribution assumption: employee only about $54,675 at 4% or $36,450 at 6%; with 50% employer match about $36,450 at 4% or $24,300 at 6%; with 100% employer match about $27,338 at 4% or $18,225 at 6%.
Guist Wealth Advisors Inc. 401(K) Plan-3$6,660$6,561$2,187iApproximate average salary by contribution assumption: employee only about $54,675 at 4% or $36,450 at 6%; with 50% employer match about $36,450 at 4% or $24,300 at 6%; with 100% employer match about $27,338 at 4% or $18,225 at 6%.