Civic Intelligence

Sard Wealth Management Group LLC

Plan context: Sard Wealth Management Group LLC 401(K) P/S Plan

EIN 90-0956053 • Atlanta, GA • 11 filings • 2 plans

5607 Glenridge Drive NESuite 275Atlanta, GA 30342
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,634,671

2024 Contributions

$109,141

Historical Graphs

Total Assets Over Time

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

$1,644,709$822,355$0201420192024YearValue
$1,634,671Latest year 2024

Participants Over Time

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

420201420192024YearValue
3Latest 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
202413$1,634,671$109,141$36,380iApproximate average salary by contribution assumption: employee only about $909,508 at 4% or $606,339 at 6%; with 50% employer match about $606,339 at 4% or $404,226 at 6%; with 100% employer match about $454,754 at 4% or $303,169 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$1,634,671$109,141$36,380iApproximate average salary by contribution assumption: employee only about $909,508 at 4% or $606,339 at 6%; with 50% employer match about $606,339 at 4% or $404,226 at 6%; with 100% employer match about $454,754 at 4% or $303,169 at 6%.
202314$1,491,824$96,564$24,141iApproximate average salary by contribution assumption: employee only about $603,525 at 4% or $402,350 at 6%; with 50% employer match about $402,350 at 4% or $268,233 at 6%; with 100% employer match about $301,763 at 4% or $201,175 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-4$1,491,824$96,564$24,141iApproximate average salary by contribution assumption: employee only about $603,525 at 4% or $402,350 at 6%; with 50% employer match about $402,350 at 4% or $268,233 at 6%; with 100% employer match about $301,763 at 4% or $201,175 at 6%.
202213$1,447,651$99,517$33,172iApproximate average salary by contribution assumption: employee only about $829,308 at 4% or $552,872 at 6%; with 50% employer match about $552,872 at 4% or $368,581 at 6%; with 100% employer match about $414,654 at 4% or $276,436 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$1,447,651$99,517$33,172iApproximate average salary by contribution assumption: employee only about $829,308 at 4% or $552,872 at 6%; with 50% employer match about $552,872 at 4% or $368,581 at 6%; with 100% employer match about $414,654 at 4% or $276,436 at 6%.
202113$1,644,709$94,381$31,460iApproximate average salary by contribution assumption: employee only about $786,508 at 4% or $524,339 at 6%; with 50% employer match about $524,339 at 4% or $349,559 at 6%; with 100% employer match about $393,254 at 4% or $262,169 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$1,644,709$94,381$31,460iApproximate average salary by contribution assumption: employee only about $786,508 at 4% or $524,339 at 6%; with 50% employer match about $524,339 at 4% or $349,559 at 6%; with 100% employer match about $393,254 at 4% or $262,169 at 6%.
202013$1,394,167$90,073$30,024iApproximate average salary by contribution assumption: employee only about $750,608 at 4% or $500,406 at 6%; with 50% employer match about $500,406 at 4% or $333,604 at 6%; with 100% employer match about $375,304 at 4% or $250,203 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$1,394,167$90,073$30,024iApproximate average salary by contribution assumption: employee only about $750,608 at 4% or $500,406 at 6%; with 50% employer match about $500,406 at 4% or $333,604 at 6%; with 100% employer match about $375,304 at 4% or $250,203 at 6%.
201913$1,094,736$76,977$25,659iApproximate average salary by contribution assumption: employee only about $641,475 at 4% or $427,650 at 6%; with 50% employer match about $427,650 at 4% or $285,100 at 6%; with 100% employer match about $320,738 at 4% or $213,825 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$1,094,736$76,977$25,659iApproximate average salary by contribution assumption: employee only about $641,475 at 4% or $427,650 at 6%; with 50% employer match about $427,650 at 4% or $285,100 at 6%; with 100% employer match about $320,738 at 4% or $213,825 at 6%.
201813$846,908$74,842$24,947iApproximate average salary by contribution assumption: employee only about $623,683 at 4% or $415,789 at 6%; with 50% employer match about $415,789 at 4% or $277,193 at 6%; with 100% employer match about $311,842 at 4% or $207,894 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$846,908$74,842$24,947iApproximate average salary by contribution assumption: employee only about $623,683 at 4% or $415,789 at 6%; with 50% employer match about $415,789 at 4% or $277,193 at 6%; with 100% employer match about $311,842 at 4% or $207,894 at 6%.
201713$809,188$72,550$24,183iApproximate average salary by contribution assumption: employee only about $604,583 at 4% or $403,056 at 6%; with 50% employer match about $403,056 at 4% or $268,704 at 6%; with 100% employer match about $302,292 at 4% or $201,528 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$809,188$72,550$24,183iApproximate average salary by contribution assumption: employee only about $604,583 at 4% or $403,056 at 6%; with 50% employer match about $403,056 at 4% or $268,704 at 6%; with 100% employer match about $302,292 at 4% or $201,528 at 6%.
201613$648,355$71,238$23,746iApproximate average salary by contribution assumption: employee only about $593,650 at 4% or $395,767 at 6%; with 50% employer match about $395,767 at 4% or $263,844 at 6%; with 100% employer match about $296,825 at 4% or $197,883 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$648,355$71,238$23,746iApproximate average salary by contribution assumption: employee only about $593,650 at 4% or $395,767 at 6%; with 50% employer match about $395,767 at 4% or $263,844 at 6%; with 100% employer match about $296,825 at 4% or $197,883 at 6%.
201513$568,362$69,472$23,157iApproximate average salary by contribution assumption: employee only about $578,933 at 4% or $385,956 at 6%; with 50% employer match about $385,956 at 4% or $257,304 at 6%; with 100% employer match about $289,467 at 4% or $192,978 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$568,362$69,472$23,157iApproximate average salary by contribution assumption: employee only about $578,933 at 4% or $385,956 at 6%; with 50% employer match about $385,956 at 4% or $257,304 at 6%; with 100% employer match about $289,467 at 4% or $192,978 at 6%.
201413$497,094$68,451$22,817iApproximate average salary by contribution assumption: employee only about $570,425 at 4% or $380,283 at 6%; with 50% employer match about $380,283 at 4% or $253,522 at 6%; with 100% employer match about $285,213 at 4% or $190,142 at 6%.
Sard Wealth Management Group LLC 401(K) P/S Plan-3$497,094$68,451$22,817iApproximate average salary by contribution assumption: employee only about $570,425 at 4% or $380,283 at 6%; with 50% employer match about $380,283 at 4% or $253,522 at 6%; with 100% employer match about $285,213 at 4% or $190,142 at 6%.