Truwealth Advisors LLC
Plan context: Truwealth Advisors LLC 401(K) Profit Sharing Plan and Trust
EIN 85-2031261 • Metairie, LA • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$3,914,497
2024 Contributions
$575,859
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 | 30 | $3,914,497 | $575,859 | $19,195iApproximate average salary by contribution assumption: employee only about $479,883 at 4% or $319,922 at 6%; with 50% employer match about $319,922 at 4% or $213,281 at 6%; with 100% employer match about $239,941 at 4% or $159,961 at 6%. |
| Truwealth Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 30 | $3,914,497 | $575,859 | $19,195iApproximate average salary by contribution assumption: employee only about $479,883 at 4% or $319,922 at 6%; with 50% employer match about $319,922 at 4% or $213,281 at 6%; with 100% employer match about $239,941 at 4% or $159,961 at 6%. |
| 2023 | 1 | 28 | $2,623,184 | $499,866 | $17,852iApproximate average salary by contribution assumption: employee only about $446,309 at 4% or $297,539 at 6%; with 50% employer match about $297,539 at 4% or $198,360 at 6%; with 100% employer match about $223,154 at 4% or $148,770 at 6%. |
| Truwealth Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 28 | $2,623,184 | $499,866 | $17,852iApproximate average salary by contribution assumption: employee only about $446,309 at 4% or $297,539 at 6%; with 50% employer match about $297,539 at 4% or $198,360 at 6%; with 100% employer match about $223,154 at 4% or $148,770 at 6%. |
| 2022 | 1 | 25 | $1,592,154 | $361,737 | $14,469iApproximate average salary by contribution assumption: employee only about $361,737 at 4% or $241,158 at 6%; with 50% employer match about $241,158 at 4% or $160,772 at 6%; with 100% employer match about $180,869 at 4% or $120,579 at 6%. |
| Truwealth Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 25 | $1,592,154 | $361,737 | $14,469iApproximate average salary by contribution assumption: employee only about $361,737 at 4% or $241,158 at 6%; with 50% employer match about $241,158 at 4% or $160,772 at 6%; with 100% employer match about $180,869 at 4% or $120,579 at 6%. |
| 2021 | 1 | 24 | $1,725,108 | $339,035 | $14,126iApproximate average salary by contribution assumption: employee only about $353,161 at 4% or $235,441 at 6%; with 50% employer match about $235,441 at 4% or $156,961 at 6%; with 100% employer match about $176,581 at 4% or $117,720 at 6%. |
| Truwealth Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 24 | $1,725,108 | $339,035 | $14,126iApproximate average salary by contribution assumption: employee only about $353,161 at 4% or $235,441 at 6%; with 50% employer match about $235,441 at 4% or $156,961 at 6%; with 100% employer match about $176,581 at 4% or $117,720 at 6%. |
| 2020 | 1 | 22 | $1,168,633 | $433,929 | $19,724iApproximate average salary by contribution assumption: employee only about $493,101 at 4% or $328,734 at 6%; with 50% employer match about $328,734 at 4% or $219,156 at 6%; with 100% employer match about $246,551 at 4% or $164,367 at 6%. |
| Truwealth Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 22 | $1,168,633 | $433,929 | $19,724iApproximate average salary by contribution assumption: employee only about $493,101 at 4% or $328,734 at 6%; with 50% employer match about $328,734 at 4% or $219,156 at 6%; with 100% employer match about $246,551 at 4% or $164,367 at 6%. |