ALPHA WEALTH ADVISORS, LLC
Plan context: ALPHA WEALTH ADVISORS 401(K) PLAN
EIN 87-3775995 • Alpharetta, GA • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$2,305,738
2025 Contributions
$225,039
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 | 11 | $2,305,738 | $225,039 | $20,458iApproximate average salary by contribution assumption: employee only about $511,452 at 4% or $340,968 at 6%; with 50% employer match about $340,968 at 4% or $227,312 at 6%; with 100% employer match about $255,726 at 4% or $170,484 at 6%. |
| ALPHA WEALTH ADVISORS 401(K) PLAN | - | 11 | $2,305,738 | $225,039 | $20,458iApproximate average salary by contribution assumption: employee only about $511,452 at 4% or $340,968 at 6%; with 50% employer match about $340,968 at 4% or $227,312 at 6%; with 100% employer match about $255,726 at 4% or $170,484 at 6%. |
| 2024 | 2 | 12 | $1,740,633 | $352,903 | $29,409iApproximate average salary by contribution assumption: employee only about $735,215 at 4% or $490,143 at 6%; with 50% employer match about $490,143 at 4% or $326,762 at 6%; with 100% employer match about $367,607 at 4% or $245,072 at 6%. |
| ALPHA WEALTH ADVISORS 401(K) PLAN | - | 12 | $1,736,554 | $257,955 | $21,496iApproximate average salary by contribution assumption: employee only about $537,406 at 4% or $358,271 at 6%; with 50% employer match about $358,271 at 4% or $238,847 at 6%; with 100% employer match about $268,703 at 4% or $179,135 at 6%. |
| ALPHA WEALTH ADVISORS, LLC GCF BENEFIT PLAN | - | 6 | $4,079 | $94,948 | $15,825iApproximate average salary by contribution assumption: employee only about $395,617 at 4% or $263,744 at 6%; with 50% employer match about $263,744 at 4% or $175,830 at 6%; with 100% employer match about $197,808 at 4% or $131,872 at 6%. |
| 2023 | 2 | 11 | $1,242,019 | $1,231,254 | $111,932iApproximate average salary by contribution assumption: employee only about $2,798,305 at 4% or $1,865,536 at 6%; with 50% employer match about $1,865,536 at 4% or $1,243,691 at 6%; with 100% employer match about $1,399,152 at 4% or $932,768 at 6%. |
| ALPHA WEALTH ADVISORS 401(K) PLAN | - | 11 | $1,239,763 | $1,148,166 | $104,379iApproximate average salary by contribution assumption: employee only about $2,609,468 at 4% or $1,739,645 at 6%; with 50% employer match about $1,739,645 at 4% or $1,159,764 at 6%; with 100% employer match about $1,304,734 at 4% or $869,823 at 6%. |
| ALPHA WEALTH ADVISORS, LLC GCF BENEFIT PLAN | - | 6 | $2,256 | $83,088 | $13,848iApproximate average salary by contribution assumption: employee only about $346,200 at 4% or $230,800 at 6%; with 50% employer match about $230,800 at 4% or $153,867 at 6%; with 100% employer match about $173,100 at 4% or $115,400 at 6%. |
| 2022 | 1 | 10 | $0 | $0 | - |
| ALPHA WEALTH ADVISORS 401(K) PLAN | - | 10 | $0 | $0 | - |