Civic Intelligence

AXG ADVISORS, INC.

Plan context: AXG ADVISORS 401(K) PLAN

EIN 83-4513950 • Philadelphia, PA • 6 filings • 2 plans

50 South 16th Street17th FloorPhiladelphia, PA 19102
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$2,260,987

2025 Contributions

$136,914

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,260,987$1,130,494$0202020232025YearValue
$2,260,987Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950202020232025YearValue
9Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202519$2,260,987$136,914$15,213iApproximate average salary by contribution assumption: employee only about $380,317 at 4% or $253,544 at 6%; with 50% employer match about $253,544 at 4% or $169,030 at 6%; with 100% employer match about $190,158 at 4% or $126,772 at 6%.
AXG ADVISORS 401(K) PLAN-9$2,260,987$136,914$15,213iApproximate average salary by contribution assumption: employee only about $380,317 at 4% or $253,544 at 6%; with 50% employer match about $253,544 at 4% or $169,030 at 6%; with 100% employer match about $190,158 at 4% or $126,772 at 6%.
202418$1,857,170$97,107$12,138iApproximate average salary by contribution assumption: employee only about $303,459 at 4% or $202,306 at 6%; with 50% employer match about $202,306 at 4% or $134,871 at 6%; with 100% employer match about $151,730 at 4% or $101,153 at 6%.
AXG ADVISORS 401(K) PLAN-8$1,857,170$97,107$12,138iApproximate average salary by contribution assumption: employee only about $303,459 at 4% or $202,306 at 6%; with 50% employer match about $202,306 at 4% or $134,871 at 6%; with 100% employer match about $151,730 at 4% or $101,153 at 6%.
202318$1,506,239$1,308,277$163,535iApproximate average salary by contribution assumption: employee only about $4,088,366 at 4% or $2,725,577 at 6%; with 50% employer match about $2,725,577 at 4% or $1,817,051 at 6%; with 100% employer match about $2,044,183 at 4% or $1,362,789 at 6%.
AXG ADVISORS 401(K) PLAN-8$1,506,239$1,308,277$163,535iApproximate average salary by contribution assumption: employee only about $4,088,366 at 4% or $2,725,577 at 6%; with 50% employer match about $2,725,577 at 4% or $1,817,051 at 6%; with 100% employer match about $2,044,183 at 4% or $1,362,789 at 6%.
202213$49,865$1,895$632iApproximate average salary by contribution assumption: employee only about $15,792 at 4% or $10,528 at 6%; with 50% employer match about $10,528 at 4% or $7,019 at 6%; with 100% employer match about $7,896 at 4% or $5,264 at 6%.
AXG ADVISORS 401K PLAN-3$49,865$1,895$632iApproximate average salary by contribution assumption: employee only about $15,792 at 4% or $10,528 at 6%; with 50% employer match about $10,528 at 4% or $7,019 at 6%; with 100% employer match about $7,896 at 4% or $5,264 at 6%.
202113$59,045$7,666$2,555iApproximate average salary by contribution assumption: employee only about $63,883 at 4% or $42,589 at 6%; with 50% employer match about $42,589 at 4% or $28,393 at 6%; with 100% employer match about $31,942 at 4% or $21,294 at 6%.
AXG ADVISORS 401K PLAN-3$59,045$7,666$2,555iApproximate average salary by contribution assumption: employee only about $63,883 at 4% or $42,589 at 6%; with 50% employer match about $42,589 at 4% or $28,393 at 6%; with 100% employer match about $31,942 at 4% or $21,294 at 6%.
202013$45,573$40,158$13,386iApproximate average salary by contribution assumption: employee only about $334,650 at 4% or $223,100 at 6%; with 50% employer match about $223,100 at 4% or $148,733 at 6%; with 100% employer match about $167,325 at 4% or $111,550 at 6%.
AXG ADVISORS 401K PLAN-3$45,573$40,158$13,386iApproximate average salary by contribution assumption: employee only about $334,650 at 4% or $223,100 at 6%; with 50% employer match about $223,100 at 4% or $148,733 at 6%; with 100% employer match about $167,325 at 4% or $111,550 at 6%.