Gratus Wealth Advisors LLC
Plan context: Gratus Wealth Advisors 401(K) Plan
EIN 87-3640934 • Virginia Beach, VA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$512,455
2025 Contributions
$156,811
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 | 6 | $512,455 | $156,811 | $26,135iApproximate average salary by contribution assumption: employee only about $653,379 at 4% or $435,586 at 6%; with 50% employer match about $435,586 at 4% or $290,391 at 6%; with 100% employer match about $326,690 at 4% or $217,793 at 6%. |
| Gratus Wealth Advisors 401(K) Plan | - | 6 | $512,455 | $156,811 | $26,135iApproximate average salary by contribution assumption: employee only about $653,379 at 4% or $435,586 at 6%; with 50% employer match about $435,586 at 4% or $290,391 at 6%; with 100% employer match about $326,690 at 4% or $217,793 at 6%. |
| 2024 | 1 | 6 | $282,080 | $133,441 | $22,240iApproximate average salary by contribution assumption: employee only about $556,004 at 4% or $370,669 at 6%; with 50% employer match about $370,669 at 4% or $247,113 at 6%; with 100% employer match about $278,002 at 4% or $185,335 at 6%. |
| Gratus Wealth Advisors 401(K) Plan | - | 6 | $282,080 | $133,441 | $22,240iApproximate average salary by contribution assumption: employee only about $556,004 at 4% or $370,669 at 6%; with 50% employer match about $370,669 at 4% or $247,113 at 6%; with 100% employer match about $278,002 at 4% or $185,335 at 6%. |
| 2023 | 1 | 6 | $112,133 | $102,498 | $17,083iApproximate average salary by contribution assumption: employee only about $427,075 at 4% or $284,717 at 6%; with 50% employer match about $284,717 at 4% or $189,811 at 6%; with 100% employer match about $213,538 at 4% or $142,358 at 6%. |
| Gratus Wealth Advisors 401(K) Plan | - | 6 | $112,133 | $102,498 | $17,083iApproximate average salary by contribution assumption: employee only about $427,075 at 4% or $284,717 at 6%; with 50% employer match about $284,717 at 4% or $189,811 at 6%; with 100% employer match about $213,538 at 4% or $142,358 at 6%. |