Civic Intelligence

Wlr & Assoicates Inc

Plan context: Wlr & Associates 401(K) Profit Sharing Plan

EIN 01-0556486 • Charlotte, NC • 17 filings • 3 plans

5500 77 Center Drive, Suite 150Charlotte, NC 28217
Current Snapshot

Latest Year

2017

2017 Participants

13

2017 Assets

$2,576,951

2017 Contributions

$171,425

Historical Graphs

Total Assets Over Time

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

$2,576,951$1,288,476$0200220102017YearValue
$2,576,951Latest year 2017

Participants Over Time

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

1470200220102017YearValue
13Latest year 2017

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
2017213$2,576,951$171,425$13,187iApproximate average salary by contribution assumption: employee only about $329,663 at 4% or $219,776 at 6%; with 50% employer match about $219,776 at 4% or $146,517 at 6%; with 100% employer match about $164,832 at 4% or $109,888 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-13$2,576,951$171,425$13,187iApproximate average salary by contribution assumption: employee only about $329,663 at 4% or $219,776 at 6%; with 50% employer match about $219,776 at 4% or $146,517 at 6%; with 100% employer match about $164,832 at 4% or $109,888 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-0$0$0-
2016111$2,201,713$130,410$11,855iApproximate average salary by contribution assumption: employee only about $296,386 at 4% or $197,591 at 6%; with 50% employer match about $197,591 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,795 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$2,201,713$130,410$11,855iApproximate average salary by contribution assumption: employee only about $296,386 at 4% or $197,591 at 6%; with 50% employer match about $197,591 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,795 at 6%.
2015114$1,956,998$125,669$8,976iApproximate average salary by contribution assumption: employee only about $224,409 at 4% or $149,606 at 6%; with 50% employer match about $149,606 at 4% or $99,737 at 6%; with 100% employer match about $112,204 at 4% or $74,803 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-14$1,956,998$125,669$8,976iApproximate average salary by contribution assumption: employee only about $224,409 at 4% or $149,606 at 6%; with 50% employer match about $149,606 at 4% or $99,737 at 6%; with 100% employer match about $112,204 at 4% or $74,803 at 6%.
2014112$1,873,862$136,422$11,369iApproximate average salary by contribution assumption: employee only about $284,213 at 4% or $189,475 at 6%; with 50% employer match about $189,475 at 4% or $126,317 at 6%; with 100% employer match about $142,106 at 4% or $94,738 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-12$1,873,862$136,422$11,369iApproximate average salary by contribution assumption: employee only about $284,213 at 4% or $189,475 at 6%; with 50% employer match about $189,475 at 4% or $126,317 at 6%; with 100% employer match about $142,106 at 4% or $94,738 at 6%.
2013113$1,683,592$113,225$8,710iApproximate average salary by contribution assumption: employee only about $217,740 at 4% or $145,160 at 6%; with 50% employer match about $145,160 at 4% or $96,774 at 6%; with 100% employer match about $108,870 at 4% or $72,580 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-13$1,683,592$113,225$8,710iApproximate average salary by contribution assumption: employee only about $217,740 at 4% or $145,160 at 6%; with 50% employer match about $145,160 at 4% or $96,774 at 6%; with 100% employer match about $108,870 at 4% or $72,580 at 6%.
2012111$1,351,799$106,063$9,642iApproximate average salary by contribution assumption: employee only about $241,052 at 4% or $160,702 at 6%; with 50% employer match about $160,702 at 4% or $107,134 at 6%; with 100% employer match about $120,526 at 4% or $80,351 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$1,351,799$106,063$9,642iApproximate average salary by contribution assumption: employee only about $241,052 at 4% or $160,702 at 6%; with 50% employer match about $160,702 at 4% or $107,134 at 6%; with 100% employer match about $120,526 at 4% or $80,351 at 6%.
2011111$1,257,384$99,565$9,051iApproximate average salary by contribution assumption: employee only about $226,284 at 4% or $150,856 at 6%; with 50% employer match about $150,856 at 4% or $100,571 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$1,257,384$99,565$9,051iApproximate average salary by contribution assumption: employee only about $226,284 at 4% or $150,856 at 6%; with 50% employer match about $150,856 at 4% or $100,571 at 6%; with 100% employer match about $113,142 at 4% or $75,428 at 6%.
2010111$1,237,691$102,272$9,297iApproximate average salary by contribution assumption: employee only about $232,436 at 4% or $154,958 at 6%; with 50% employer match about $154,958 at 4% or $103,305 at 6%; with 100% employer match about $116,218 at 4% or $77,479 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$1,237,691$102,272$9,297iApproximate average salary by contribution assumption: employee only about $232,436 at 4% or $154,958 at 6%; with 50% employer match about $154,958 at 4% or $103,305 at 6%; with 100% employer match about $116,218 at 4% or $77,479 at 6%.
2009111$1,038,802$111,035$10,094iApproximate average salary by contribution assumption: employee only about $252,352 at 4% or $168,235 at 6%; with 50% employer match about $168,235 at 4% or $112,157 at 6%; with 100% employer match about $126,176 at 4% or $84,117 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$1,038,802$111,035$10,094iApproximate average salary by contribution assumption: employee only about $252,352 at 4% or $168,235 at 6%; with 50% employer match about $168,235 at 4% or $112,157 at 6%; with 100% employer match about $126,176 at 4% or $84,117 at 6%.
2008111$777,547$100,699$9,154iApproximate average salary by contribution assumption: employee only about $228,861 at 4% or $152,574 at 6%; with 50% employer match about $152,574 at 4% or $101,716 at 6%; with 100% employer match about $114,431 at 4% or $76,287 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$777,547$100,699$9,154iApproximate average salary by contribution assumption: employee only about $228,861 at 4% or $152,574 at 6%; with 50% employer match about $152,574 at 4% or $101,716 at 6%; with 100% employer match about $114,431 at 4% or $76,287 at 6%.
2007111$865,182$127,843$11,622iApproximate average salary by contribution assumption: employee only about $290,552 at 4% or $193,702 at 6%; with 50% employer match about $193,702 at 4% or $129,134 at 6%; with 100% employer match about $145,276 at 4% or $96,851 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-11$865,182$127,843$11,622iApproximate average salary by contribution assumption: employee only about $290,552 at 4% or $193,702 at 6%; with 50% employer match about $193,702 at 4% or $129,134 at 6%; with 100% employer match about $145,276 at 4% or $96,851 at 6%.
2006110$659,582$106,086$10,609iApproximate average salary by contribution assumption: employee only about $265,215 at 4% or $176,810 at 6%; with 50% employer match about $176,810 at 4% or $117,873 at 6%; with 100% employer match about $132,608 at 4% or $88,405 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-10$659,582$106,086$10,609iApproximate average salary by contribution assumption: employee only about $265,215 at 4% or $176,810 at 6%; with 50% employer match about $176,810 at 4% or $117,873 at 6%; with 100% employer match about $132,608 at 4% or $88,405 at 6%.
200517$512,339$65,167$9,310iApproximate average salary by contribution assumption: employee only about $232,739 at 4% or $155,160 at 6%; with 50% employer match about $155,160 at 4% or $103,440 at 6%; with 100% employer match about $116,370 at 4% or $77,580 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-7$512,339$65,167$9,310iApproximate average salary by contribution assumption: employee only about $232,739 at 4% or $155,160 at 6%; with 50% employer match about $155,160 at 4% or $103,440 at 6%; with 100% employer match about $116,370 at 4% or $77,580 at 6%.
200417$421,056$61,800$8,829iApproximate average salary by contribution assumption: employee only about $220,714 at 4% or $147,143 at 6%; with 50% employer match about $147,143 at 4% or $98,095 at 6%; with 100% employer match about $110,357 at 4% or $73,571 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-7$421,056$61,800$8,829iApproximate average salary by contribution assumption: employee only about $220,714 at 4% or $147,143 at 6%; with 50% employer match about $147,143 at 4% or $98,095 at 6%; with 100% employer match about $110,357 at 4% or $73,571 at 6%.
200317$332,913$59,284$8,469iApproximate average salary by contribution assumption: employee only about $211,729 at 4% or $141,152 at 6%; with 50% employer match about $141,152 at 4% or $94,102 at 6%; with 100% employer match about $105,864 at 4% or $70,576 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-7$332,913$59,284$8,469iApproximate average salary by contribution assumption: employee only about $211,729 at 4% or $141,152 at 6%; with 50% employer match about $141,152 at 4% or $94,102 at 6%; with 100% employer match about $105,864 at 4% or $70,576 at 6%.
200217$230,591$54,169$7,738iApproximate average salary by contribution assumption: employee only about $193,461 at 4% or $128,974 at 6%; with 50% employer match about $128,974 at 4% or $85,983 at 6%; with 100% employer match about $96,730 at 4% or $64,487 at 6%.
Wlr & Associates 401(K) Profit Sharing Plan-7$230,591$54,169$7,738iApproximate average salary by contribution assumption: employee only about $193,461 at 4% or $128,974 at 6%; with 50% employer match about $128,974 at 4% or $85,983 at 6%; with 100% employer match about $96,730 at 4% or $64,487 at 6%.