Civic Intelligence

TRUE WEALTH ADVISOR GROUP, INC.

Plan context: TRUE WEALTH ADVISOR GROUP, INC. 401(K) PLAN

EIN 92-0541882 • Hudson, MA • 3 filings • 1 plans

1 Cabot Road #225Hudson, MA 01749
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$241,824

2025 Contributions

$100,852

Historical Graphs

Total Assets Over Time

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

$241,824$120,912$0202320242025YearValue
$241,824Latest year 2025

Participants Over Time

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

740202320242025YearValue
7Latest year 2025

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
202517$241,824$100,852$14,407iApproximate average salary by contribution assumption: employee only about $360,186 at 4% or $240,124 at 6%; with 50% employer match about $240,124 at 4% or $160,083 at 6%; with 100% employer match about $180,093 at 4% or $120,062 at 6%.
TRUE WEALTH ADVISOR GROUP, INC. 401(K) PLAN-7$241,824$100,852$14,407iApproximate average salary by contribution assumption: employee only about $360,186 at 4% or $240,124 at 6%; with 50% employer match about $240,124 at 4% or $160,083 at 6%; with 100% employer match about $180,093 at 4% or $120,062 at 6%.
202417$129,834$113,803$16,258iApproximate average salary by contribution assumption: employee only about $406,439 at 4% or $270,960 at 6%; with 50% employer match about $270,960 at 4% or $180,640 at 6%; with 100% employer match about $203,220 at 4% or $135,480 at 6%.
TRUE WEALTH ADVISOR GROUP, INC. 401(K) PLAN-7$129,834$113,803$16,258iApproximate average salary by contribution assumption: employee only about $406,439 at 4% or $270,960 at 6%; with 50% employer match about $270,960 at 4% or $180,640 at 6%; with 100% employer match about $203,220 at 4% or $135,480 at 6%.
202311$2,822$2,819$2,819iApproximate average salary by contribution assumption: employee only about $70,475 at 4% or $46,983 at 6%; with 50% employer match about $46,983 at 4% or $31,322 at 6%; with 100% employer match about $35,238 at 4% or $23,492 at 6%.
TRUE WEALTH ADVISOR GROUP, INC. 401(K) PLAN-1$2,822$2,819$2,819iApproximate average salary by contribution assumption: employee only about $70,475 at 4% or $46,983 at 6%; with 50% employer match about $46,983 at 4% or $31,322 at 6%; with 100% employer match about $35,238 at 4% or $23,492 at 6%.