Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$1,249,785
2024 Contributions
$577,879
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Advisr Inc. 401(K) Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 32 | $1,249,785 | $577,879 | $18,059iApproximate average salary by contribution assumption: employee only about $451,468 at 4% or $300,979 at 6%; with 50% employer match about $300,979 at 4% or $200,652 at 6%; with 100% employer match about $225,734 at 4% or $150,489 at 6%. |
| Advisr Inc. 401(K) Plan | - | 32 | $1,249,785 | $577,879 | $18,059iApproximate average salary by contribution assumption: employee only about $451,468 at 4% or $300,979 at 6%; with 50% employer match about $300,979 at 4% or $200,652 at 6%; with 100% employer match about $225,734 at 4% or $150,489 at 6%. |
| 2022 | 1 | 36 | $603,389 | $308,792 | $8,578iApproximate average salary by contribution assumption: employee only about $214,439 at 4% or $142,959 at 6%; with 50% employer match about $142,959 at 4% or $95,306 at 6%; with 100% employer match about $107,219 at 4% or $71,480 at 6%. |
| Advisr Inc. 401(K) Plan | - | 36 | $603,389 | $308,792 | $8,578iApproximate average salary by contribution assumption: employee only about $214,439 at 4% or $142,959 at 6%; with 50% employer match about $142,959 at 4% or $95,306 at 6%; with 100% employer match about $107,219 at 4% or $71,480 at 6%. |
| 2021 | 1 | 25 | $472,091 | $407,114 | $16,285iApproximate average salary by contribution assumption: employee only about $407,114 at 4% or $271,409 at 6%; with 50% employer match about $271,409 at 4% or $180,940 at 6%; with 100% employer match about $203,557 at 4% or $135,705 at 6%. |
| Advisr Inc. 401(K) Plan | - | 25 | $472,091 | $407,114 | $16,285iApproximate average salary by contribution assumption: employee only about $407,114 at 4% or $271,409 at 6%; with 50% employer match about $271,409 at 4% or $180,940 at 6%; with 100% employer match about $203,557 at 4% or $135,705 at 6%. |
| 2020 | 1 | 10 | $58,209 | $54,273 | $5,427iApproximate average salary by contribution assumption: employee only about $135,683 at 4% or $90,455 at 6%; with 50% employer match about $90,455 at 4% or $60,303 at 6%; with 100% employer match about $67,841 at 4% or $45,228 at 6%. |
| Advisr Inc. 401(K) Plan | - | 10 | $58,209 | $54,273 | $5,427iApproximate average salary by contribution assumption: employee only about $135,683 at 4% or $90,455 at 6%; with 50% employer match about $90,455 at 4% or $60,303 at 6%; with 100% employer match about $67,841 at 4% or $45,228 at 6%. |