GUIDANCE WEALTH ADVISORS
Plan context: GUIDANCE WEALTH ADVISORS 401(K) RETIREMENT PLAN
EIN 83-0584138 • Lebanon, NJ • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$125,503
2025 Contributions
$41,926
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 | 5 | $125,503 | $41,926 | $8,385iApproximate average salary by contribution assumption: employee only about $209,630 at 4% or $139,753 at 6%; with 50% employer match about $139,753 at 4% or $93,169 at 6%; with 100% employer match about $104,815 at 4% or $69,877 at 6%. |
| GUIDANCE WEALTH ADVISORS 401(K) RETIREMENT PLAN | - | 5 | $125,503 | $41,926 | $8,385iApproximate average salary by contribution assumption: employee only about $209,630 at 4% or $139,753 at 6%; with 50% employer match about $139,753 at 4% or $93,169 at 6%; with 100% employer match about $104,815 at 4% or $69,877 at 6%. |
| 2024 | 1 | 4 | $67,569 | $21,403 | $5,351iApproximate average salary by contribution assumption: employee only about $133,769 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,453 at 6%; with 100% employer match about $66,884 at 4% or $44,590 at 6%. |
| GUIDANCE WEALTH ADVISORS 401(K) RETIREMENT PLAN | - | 4 | $67,569 | $21,403 | $5,351iApproximate average salary by contribution assumption: employee only about $133,769 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,453 at 6%; with 100% employer match about $66,884 at 4% or $44,590 at 6%. |
| 2023 | 1 | 3 | $35,988 | $31,765 | $10,588iApproximate average salary by contribution assumption: employee only about $264,708 at 4% or $176,472 at 6%; with 50% employer match about $176,472 at 4% or $117,648 at 6%; with 100% employer match about $132,354 at 4% or $88,236 at 6%. |
| GUIDANCE WEALTH ADVISORS 401(K) RETIREMENT PLAN | - | 3 | $35,988 | $31,765 | $10,588iApproximate average salary by contribution assumption: employee only about $264,708 at 4% or $176,472 at 6%; with 50% employer match about $176,472 at 4% or $117,648 at 6%; with 100% employer match about $132,354 at 4% or $88,236 at 6%. |