FONTENOT WEALTH GROUP, LLC
Plan context: FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST
EIN 86-1275666 • Lafayette, LA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$983,601
2025 Contributions
$196,320
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 | 4 | $983,601 | $196,320 | $49,080iApproximate average salary by contribution assumption: employee only about $1,227,000 at 4% or $818,000 at 6%; with 50% employer match about $818,000 at 4% or $545,333 at 6%; with 100% employer match about $613,500 at 4% or $409,000 at 6%. |
| FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST | - | 4 | $983,601 | $196,320 | $49,080iApproximate average salary by contribution assumption: employee only about $1,227,000 at 4% or $818,000 at 6%; with 50% employer match about $818,000 at 4% or $545,333 at 6%; with 100% employer match about $613,500 at 4% or $409,000 at 6%. |
| 2024 | 1 | 4 | $657,885 | $188,474 | $47,119iApproximate average salary by contribution assumption: employee only about $1,177,963 at 4% or $785,308 at 6%; with 50% employer match about $785,308 at 4% or $523,539 at 6%; with 100% employer match about $588,981 at 4% or $392,654 at 6%. |
| FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST | - | 4 | $657,885 | $188,474 | $47,119iApproximate average salary by contribution assumption: employee only about $1,177,963 at 4% or $785,308 at 6%; with 50% employer match about $785,308 at 4% or $523,539 at 6%; with 100% employer match about $588,981 at 4% or $392,654 at 6%. |
| 2023 | 1 | 4 | $410,637 | $143,334 | $35,834iApproximate average salary by contribution assumption: employee only about $895,838 at 4% or $597,225 at 6%; with 50% employer match about $597,225 at 4% or $398,150 at 6%; with 100% employer match about $447,919 at 4% or $298,613 at 6%. |
| FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST | - | 4 | $410,637 | $143,334 | $35,834iApproximate average salary by contribution assumption: employee only about $895,838 at 4% or $597,225 at 6%; with 50% employer match about $597,225 at 4% or $398,150 at 6%; with 100% employer match about $447,919 at 4% or $298,613 at 6%. |
| 2022 | 1 | 4 | $225,095 | $130,071 | $32,518iApproximate average salary by contribution assumption: employee only about $812,944 at 4% or $541,963 at 6%; with 50% employer match about $541,963 at 4% or $361,308 at 6%; with 100% employer match about $406,472 at 4% or $270,981 at 6%. |
| FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST | - | 4 | $225,095 | $130,071 | $32,518iApproximate average salary by contribution assumption: employee only about $812,944 at 4% or $541,963 at 6%; with 50% employer match about $541,963 at 4% or $361,308 at 6%; with 100% employer match about $406,472 at 4% or $270,981 at 6%. |
| 2021 | 1 | 4 | $102,293 | $101,618 | $25,405iApproximate average salary by contribution assumption: employee only about $635,113 at 4% or $423,408 at 6%; with 50% employer match about $423,408 at 4% or $282,272 at 6%; with 100% employer match about $317,556 at 4% or $211,704 at 6%. |
| FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST | - | 4 | $102,293 | $101,618 | $25,405iApproximate average salary by contribution assumption: employee only about $635,113 at 4% or $423,408 at 6%; with 50% employer match about $423,408 at 4% or $282,272 at 6%; with 100% employer match about $317,556 at 4% or $211,704 at 6%. |