Civic Intelligence

Gugino Wealth Management Inc.

Plan context: Gugino Wealth Management Inc. Cash Balance Plan

EIN 86-1785617 • Fredonia, NY • 9 filings • 2 plans

66 East Main StreetFredonia, NY 14063
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,191,910

2025 Contributions

$253,824

Historical Graphs

Total Assets Over Time

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

$1,191,910$595,955$0202120232024YearValue
$1,191,910Latest year 2024

Participants Over Time

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

210202120232024YearValue
2Latest year 2024

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
202510$0$0-
Gugino Wealth Management Inc. Cash Balance Plan-0$0$0-
202422$1,191,910$253,824$126,912iApproximate average salary by contribution assumption: employee only about $3,172,800 at 4% or $2,115,200 at 6%; with 50% employer match about $2,115,200 at 4% or $1,410,133 at 6%; with 100% employer match about $1,586,400 at 4% or $1,057,600 at 6%.
Gugino Wealth Management Inc. Cash Balance Plan-2$947,740$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Gugino Wealth Management Inc. 401(K) Plan-2$244,170$53,824$26,912iApproximate average salary by contribution assumption: employee only about $672,800 at 4% or $448,533 at 6%; with 50% employer match about $448,533 at 4% or $299,022 at 6%; with 100% employer match about $336,400 at 4% or $224,267 at 6%.
202322$826,294$263,649$131,825iApproximate average salary by contribution assumption: employee only about $3,295,613 at 4% or $2,197,075 at 6%; with 50% employer match about $2,197,075 at 4% or $1,464,717 at 6%; with 100% employer match about $1,647,806 at 4% or $1,098,538 at 6%.
Gugino Wealth Management Inc. Cash Balance Plan-2$669,775$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Gugino Wealth Management Inc. 401(K) Plan-2$156,519$63,649$31,825iApproximate average salary by contribution assumption: employee only about $795,613 at 4% or $530,408 at 6%; with 50% employer match about $530,408 at 4% or $353,606 at 6%; with 100% employer match about $397,806 at 4% or $265,204 at 6%.
202222$483,871$266,079$133,040iApproximate average salary by contribution assumption: employee only about $3,325,988 at 4% or $2,217,325 at 6%; with 50% employer match about $2,217,325 at 4% or $1,478,217 at 6%; with 100% employer match about $1,662,994 at 4% or $1,108,663 at 6%.
Gugino Wealth Management Inc. Cash Balance Plan-2$401,904$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Gugino Wealth Management Inc. 401(K) Plan-2$81,967$66,079$33,040iApproximate average salary by contribution assumption: employee only about $825,988 at 4% or $550,658 at 6%; with 50% employer match about $550,658 at 4% or $367,106 at 6%; with 100% employer match about $412,994 at 4% or $275,329 at 6%.
202122$306,312$291,740$145,870iApproximate average salary by contribution assumption: employee only about $3,646,750 at 4% or $2,431,167 at 6%; with 50% employer match about $2,431,167 at 4% or $1,620,778 at 6%; with 100% employer match about $1,823,375 at 4% or $1,215,583 at 6%.
Gugino Wealth Management Inc. Cash Balance Plan-2$234,356$218,277$109,139iApproximate average salary by contribution assumption: employee only about $2,728,463 at 4% or $1,818,975 at 6%; with 50% employer match about $1,818,975 at 4% or $1,212,650 at 6%; with 100% employer match about $1,364,231 at 4% or $909,488 at 6%.
Gugino Wealth Management Inc. 401(K) Plan-2$71,956$73,463$36,732iApproximate average salary by contribution assumption: employee only about $918,288 at 4% or $612,192 at 6%; with 50% employer match about $612,192 at 4% or $408,128 at 6%; with 100% employer match about $459,144 at 4% or $306,096 at 6%.