FUNDAMENTAL WEALTH ADVISORS
Plan context: FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN
EIN 81-4224693 • Bryan, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$1,855,757
2025 Contributions
$264,119
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 | 9 | $1,855,757 | $264,119 | $29,347iApproximate average salary by contribution assumption: employee only about $733,664 at 4% or $489,109 at 6%; with 50% employer match about $489,109 at 4% or $326,073 at 6%; with 100% employer match about $366,832 at 4% or $244,555 at 6%. |
| FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN | - | 9 | $1,855,757 | $264,119 | $29,347iApproximate average salary by contribution assumption: employee only about $733,664 at 4% or $489,109 at 6%; with 50% employer match about $489,109 at 4% or $326,073 at 6%; with 100% employer match about $366,832 at 4% or $244,555 at 6%. |
| 2024 | 1 | 8 | $1,322,676 | $191,591 | $23,949iApproximate average salary by contribution assumption: employee only about $598,722 at 4% or $399,148 at 6%; with 50% employer match about $399,148 at 4% or $266,099 at 6%; with 100% employer match about $299,361 at 4% or $199,574 at 6%. |
| FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN | - | 8 | $1,322,676 | $191,591 | $23,949iApproximate average salary by contribution assumption: employee only about $598,722 at 4% or $399,148 at 6%; with 50% employer match about $399,148 at 4% or $266,099 at 6%; with 100% employer match about $299,361 at 4% or $199,574 at 6%. |
| 2023 | 1 | 8 | $934,901 | $252,069 | $31,509iApproximate average salary by contribution assumption: employee only about $787,716 at 4% or $525,144 at 6%; with 50% employer match about $525,144 at 4% or $350,096 at 6%; with 100% employer match about $393,858 at 4% or $262,572 at 6%. |
| FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN | - | 8 | $934,901 | $252,069 | $31,509iApproximate average salary by contribution assumption: employee only about $787,716 at 4% or $525,144 at 6%; with 50% employer match about $525,144 at 4% or $350,096 at 6%; with 100% employer match about $393,858 at 4% or $262,572 at 6%. |
| 2022 | 1 | 7 | $536,550 | $188,828 | $26,975iApproximate average salary by contribution assumption: employee only about $674,386 at 4% or $449,590 at 6%; with 50% employer match about $449,590 at 4% or $299,727 at 6%; with 100% employer match about $337,193 at 4% or $224,795 at 6%. |
| FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN | - | 7 | $536,550 | $188,828 | $26,975iApproximate average salary by contribution assumption: employee only about $674,386 at 4% or $449,590 at 6%; with 50% employer match about $449,590 at 4% or $299,727 at 6%; with 100% employer match about $337,193 at 4% or $224,795 at 6%. |
| 2021 | 1 | 5 | $467,658 | $421,630 | $84,326iApproximate average salary by contribution assumption: employee only about $2,108,150 at 4% or $1,405,433 at 6%; with 50% employer match about $1,405,433 at 4% or $936,956 at 6%; with 100% employer match about $1,054,075 at 4% or $702,717 at 6%. |
| FUNDAMENTAL WEALTH ADVISORS 401(K) PLAN | - | 5 | $467,658 | $421,630 | $84,326iApproximate average salary by contribution assumption: employee only about $2,108,150 at 4% or $1,405,433 at 6%; with 50% employer match about $1,405,433 at 4% or $936,956 at 6%; with 100% employer match about $1,054,075 at 4% or $702,717 at 6%. |