BUILD UP ADVISORY GROUP
Plan context: BUILD UP ADVISORY GROUP 401(K) PLAN
EIN 81-3483926 • Newtown, CT • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$507,325
2025 Contributions
$126,290
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 | 18 | $507,325 | $126,290 | $7,016iApproximate average salary by contribution assumption: employee only about $175,403 at 4% or $116,935 at 6%; with 50% employer match about $116,935 at 4% or $77,957 at 6%; with 100% employer match about $87,701 at 4% or $58,468 at 6%. |
| BUILD UP ADVISORY GROUP 401(K) PLAN | - | 18 | $507,325 | $126,290 | $7,016iApproximate average salary by contribution assumption: employee only about $175,403 at 4% or $116,935 at 6%; with 50% employer match about $116,935 at 4% or $77,957 at 6%; with 100% employer match about $87,701 at 4% or $58,468 at 6%. |
| 2024 | 1 | 18 | $318,793 | $129,035 | $7,169iApproximate average salary by contribution assumption: employee only about $179,215 at 4% or $119,477 at 6%; with 50% employer match about $119,477 at 4% or $79,651 at 6%; with 100% employer match about $89,608 at 4% or $59,738 at 6%. |
| BUILD UP ADVISORY GROUP 401(K) PLAN | - | 18 | $318,793 | $129,035 | $7,169iApproximate average salary by contribution assumption: employee only about $179,215 at 4% or $119,477 at 6%; with 50% employer match about $119,477 at 4% or $79,651 at 6%; with 100% employer match about $89,608 at 4% or $59,738 at 6%. |
| 2023 | 1 | 13 | $157,751 | $88,140 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| BUILD UP ADVISORY GROUP 401(K) PLAN | - | 13 | $157,751 | $88,140 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| 2022 | 1 | 8 | $49,434 | $44,791 | $5,599iApproximate average salary by contribution assumption: employee only about $139,972 at 4% or $93,315 at 6%; with 50% employer match about $93,315 at 4% or $62,210 at 6%; with 100% employer match about $69,986 at 4% or $46,657 at 6%. |
| BUILD UP ADVISORY GROUP 401(K) PLAN | - | 8 | $49,434 | $44,791 | $5,599iApproximate average salary by contribution assumption: employee only about $139,972 at 4% or $93,315 at 6%; with 50% employer match about $93,315 at 4% or $62,210 at 6%; with 100% employer match about $69,986 at 4% or $46,657 at 6%. |
| 2021 | 1 | 3 | $7,315 | $7,160 | $2,387iApproximate average salary by contribution assumption: employee only about $59,667 at 4% or $39,778 at 6%; with 50% employer match about $39,778 at 4% or $26,519 at 6%; with 100% employer match about $29,833 at 4% or $19,889 at 6%. |
| BUILD UP ADVISORY GROUP 401(K) PLAN | - | 3 | $7,315 | $7,160 | $2,387iApproximate average salary by contribution assumption: employee only about $59,667 at 4% or $39,778 at 6%; with 50% employer match about $39,778 at 4% or $26,519 at 6%; with 100% employer match about $29,833 at 4% or $19,889 at 6%. |