TRUMAN WEALTH ADVISORS LLC
Plan context: TRUMAN WEALTH ADVISORS 401(K) PLAN
EIN 82-3949984 • Columbia, MO • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$165,984
2025 Contributions
$49,193
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 | 3 | $165,984 | $49,193 | $16,398iApproximate average salary by contribution assumption: employee only about $409,942 at 4% or $273,294 at 6%; with 50% employer match about $273,294 at 4% or $182,196 at 6%; with 100% employer match about $204,971 at 4% or $136,647 at 6%. |
| TRUMAN WEALTH ADVISORS 401(K) PLAN | - | 3 | $165,984 | $49,193 | $16,398iApproximate average salary by contribution assumption: employee only about $409,942 at 4% or $273,294 at 6%; with 50% employer match about $273,294 at 4% or $182,196 at 6%; with 100% employer match about $204,971 at 4% or $136,647 at 6%. |
| 2024 | 1 | 3 | $93,465 | $40,485 | $13,495iApproximate average salary by contribution assumption: employee only about $337,375 at 4% or $224,917 at 6%; with 50% employer match about $224,917 at 4% or $149,944 at 6%; with 100% employer match about $168,688 at 4% or $112,458 at 6%. |
| TRUMAN WEALTH ADVISORS 401(K) PLAN | - | 3 | $93,465 | $40,485 | $13,495iApproximate average salary by contribution assumption: employee only about $337,375 at 4% or $224,917 at 6%; with 50% employer match about $224,917 at 4% or $149,944 at 6%; with 100% employer match about $168,688 at 4% or $112,458 at 6%. |
| 2023 | 1 | 2 | $43,513 | $29,031 | $14,516iApproximate average salary by contribution assumption: employee only about $362,888 at 4% or $241,925 at 6%; with 50% employer match about $241,925 at 4% or $161,283 at 6%; with 100% employer match about $181,444 at 4% or $120,963 at 6%. |
| TRUMAN WEALTH ADVISORS 401(K) PLAN | - | 2 | $43,513 | $29,031 | $14,516iApproximate average salary by contribution assumption: employee only about $362,888 at 4% or $241,925 at 6%; with 50% employer match about $241,925 at 4% or $161,283 at 6%; with 100% employer match about $181,444 at 4% or $120,963 at 6%. |
| 2022 | 1 | 1 | $10,291 | $11,230 | $11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%. |
| TRUMAN WEALTH ADVISORS 401(K) PLAN | - | 1 | $10,291 | $11,230 | $11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%. |