Civic Intelligence

Peter B. Wold, P.A.

Plan context: Wold & Morrison, P.A. 401(K) Profit Sharing Plan

EIN 01-0656893 • Minneapolis, MN • 20 filings • 7 plans

331 Second Avenue South, Suite 705Minneapolis, MN 55401
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,029,964

2024 Contributions

$39,650

Historical Graphs

Total Assets Over Time

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

$2,029,964$1,014,982$0200520152024YearValue
$2,029,964Latest year 2024

Participants Over Time

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

420200520152024YearValue
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$2,029,964$39,650$13,217iApproximate average salary by contribution assumption: employee only about $330,417 at 4% or $220,278 at 6%; with 50% employer match about $220,278 at 4% or $146,852 at 6%; with 100% employer match about $165,208 at 4% or $110,139 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$2,029,964$39,650$13,217iApproximate average salary by contribution assumption: employee only about $330,417 at 4% or $220,278 at 6%; with 50% employer match about $220,278 at 4% or $146,852 at 6%; with 100% employer match about $165,208 at 4% or $110,139 at 6%.
202312$1,648,526$38,420$19,210iApproximate average salary by contribution assumption: employee only about $480,250 at 4% or $320,167 at 6%; with 50% employer match about $320,167 at 4% or $213,444 at 6%; with 100% employer match about $240,125 at 4% or $160,083 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-2$1,648,526$38,420$19,210iApproximate average salary by contribution assumption: employee only about $480,250 at 4% or $320,167 at 6%; with 50% employer match about $320,167 at 4% or $213,444 at 6%; with 100% employer match about $240,125 at 4% or $160,083 at 6%.
202214$1,588,278$53,395$13,349iApproximate average salary by contribution assumption: employee only about $333,719 at 4% or $222,479 at 6%; with 50% employer match about $222,479 at 4% or $148,319 at 6%; with 100% employer match about $166,859 at 4% or $111,240 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-4$1,588,278$53,395$13,349iApproximate average salary by contribution assumption: employee only about $333,719 at 4% or $222,479 at 6%; with 50% employer match about $222,479 at 4% or $148,319 at 6%; with 100% employer match about $166,859 at 4% or $111,240 at 6%.
202114$1,866,898$49,026$12,257iApproximate average salary by contribution assumption: employee only about $306,413 at 4% or $204,275 at 6%; with 50% employer match about $204,275 at 4% or $136,183 at 6%; with 100% employer match about $153,206 at 4% or $102,138 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-4$1,866,898$49,026$12,257iApproximate average salary by contribution assumption: employee only about $306,413 at 4% or $204,275 at 6%; with 50% employer match about $204,275 at 4% or $136,183 at 6%; with 100% employer match about $153,206 at 4% or $102,138 at 6%.
202014$1,673,575$29,544$7,386iApproximate average salary by contribution assumption: employee only about $184,650 at 4% or $123,100 at 6%; with 50% employer match about $123,100 at 4% or $82,067 at 6%; with 100% employer match about $92,325 at 4% or $61,550 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-4$1,673,575$29,544$7,386iApproximate average salary by contribution assumption: employee only about $184,650 at 4% or $123,100 at 6%; with 50% employer match about $123,100 at 4% or $82,067 at 6%; with 100% employer match about $92,325 at 4% or $61,550 at 6%.
201913$1,580,005$51,275$17,092iApproximate average salary by contribution assumption: employee only about $427,292 at 4% or $284,861 at 6%; with 50% employer match about $284,861 at 4% or $189,907 at 6%; with 100% employer match about $213,646 at 4% or $142,431 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$1,580,005$51,275$17,092iApproximate average salary by contribution assumption: employee only about $427,292 at 4% or $284,861 at 6%; with 50% employer match about $284,861 at 4% or $189,907 at 6%; with 100% employer match about $213,646 at 4% or $142,431 at 6%.
201813$1,319,938$51,114$17,038iApproximate average salary by contribution assumption: employee only about $425,950 at 4% or $283,967 at 6%; with 50% employer match about $283,967 at 4% or $189,311 at 6%; with 100% employer match about $212,975 at 4% or $141,983 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$1,319,938$51,114$17,038iApproximate average salary by contribution assumption: employee only about $425,950 at 4% or $283,967 at 6%; with 50% employer match about $283,967 at 4% or $189,311 at 6%; with 100% employer match about $212,975 at 4% or $141,983 at 6%.
201713$1,357,377$41,040$13,680iApproximate average salary by contribution assumption: employee only about $342,000 at 4% or $228,000 at 6%; with 50% employer match about $228,000 at 4% or $152,000 at 6%; with 100% employer match about $171,000 at 4% or $114,000 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$1,357,377$41,040$13,680iApproximate average salary by contribution assumption: employee only about $342,000 at 4% or $228,000 at 6%; with 50% employer match about $228,000 at 4% or $152,000 at 6%; with 100% employer match about $171,000 at 4% or $114,000 at 6%.
201613$1,093,670$49,309$16,436iApproximate average salary by contribution assumption: employee only about $410,908 at 4% or $273,939 at 6%; with 50% employer match about $273,939 at 4% or $182,626 at 6%; with 100% employer match about $205,454 at 4% or $136,969 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$1,093,670$49,309$16,436iApproximate average salary by contribution assumption: employee only about $410,908 at 4% or $273,939 at 6%; with 50% employer match about $273,939 at 4% or $182,626 at 6%; with 100% employer match about $205,454 at 4% or $136,969 at 6%.
201513$951,220$51,511$17,170iApproximate average salary by contribution assumption: employee only about $429,258 at 4% or $286,172 at 6%; with 50% employer match about $286,172 at 4% or $190,781 at 6%; with 100% employer match about $214,629 at 4% or $143,086 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$951,220$51,511$17,170iApproximate average salary by contribution assumption: employee only about $429,258 at 4% or $286,172 at 6%; with 50% employer match about $286,172 at 4% or $190,781 at 6%; with 100% employer match about $214,629 at 4% or $143,086 at 6%.
201413$958,389$64,186$21,395iApproximate average salary by contribution assumption: employee only about $534,883 at 4% or $356,589 at 6%; with 50% employer match about $356,589 at 4% or $237,726 at 6%; with 100% employer match about $267,442 at 4% or $178,294 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$958,389$64,186$21,395iApproximate average salary by contribution assumption: employee only about $534,883 at 4% or $356,589 at 6%; with 50% employer match about $356,589 at 4% or $237,726 at 6%; with 100% employer match about $267,442 at 4% or $178,294 at 6%.
201313$850,338$91,002$30,334iApproximate average salary by contribution assumption: employee only about $758,350 at 4% or $505,567 at 6%; with 50% employer match about $505,567 at 4% or $337,044 at 6%; with 100% employer match about $379,175 at 4% or $252,783 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$850,338$91,002$30,334iApproximate average salary by contribution assumption: employee only about $758,350 at 4% or $505,567 at 6%; with 50% employer match about $505,567 at 4% or $337,044 at 6%; with 100% employer match about $379,175 at 4% or $252,783 at 6%.
201214$671,802$61,985$15,496iApproximate average salary by contribution assumption: employee only about $387,406 at 4% or $258,271 at 6%; with 50% employer match about $258,271 at 4% or $172,181 at 6%; with 100% employer match about $193,703 at 4% or $129,135 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-4$671,802$61,985$15,496iApproximate average salary by contribution assumption: employee only about $387,406 at 4% or $258,271 at 6%; with 50% employer match about $258,271 at 4% or $172,181 at 6%; with 100% employer match about $193,703 at 4% or $129,135 at 6%.
201114$587,904$57,963$14,491iApproximate average salary by contribution assumption: employee only about $362,269 at 4% or $241,513 at 6%; with 50% employer match about $241,513 at 4% or $161,008 at 6%; with 100% employer match about $181,134 at 4% or $120,756 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-4$587,904$57,963$14,491iApproximate average salary by contribution assumption: employee only about $362,269 at 4% or $241,513 at 6%; with 50% employer match about $241,513 at 4% or $161,008 at 6%; with 100% employer match about $181,134 at 4% or $120,756 at 6%.
201014$609,307$80,597$20,149iApproximate average salary by contribution assumption: employee only about $503,731 at 4% or $335,821 at 6%; with 50% employer match about $335,821 at 4% or $223,881 at 6%; with 100% employer match about $251,866 at 4% or $167,910 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-4$609,307$80,597$20,149iApproximate average salary by contribution assumption: employee only about $503,731 at 4% or $335,821 at 6%; with 50% employer match about $335,821 at 4% or $223,881 at 6%; with 100% employer match about $251,866 at 4% or $167,910 at 6%.
200913$461,986$64,172$21,391iApproximate average salary by contribution assumption: employee only about $534,767 at 4% or $356,511 at 6%; with 50% employer match about $356,511 at 4% or $237,674 at 6%; with 100% employer match about $267,383 at 4% or $178,256 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$461,986$64,172$21,391iApproximate average salary by contribution assumption: employee only about $534,767 at 4% or $356,511 at 6%; with 50% employer match about $356,511 at 4% or $237,674 at 6%; with 100% employer match about $267,383 at 4% or $178,256 at 6%.
200813$341,820$138,486$46,162iApproximate average salary by contribution assumption: employee only about $1,154,050 at 4% or $769,367 at 6%; with 50% employer match about $769,367 at 4% or $512,911 at 6%; with 100% employer match about $577,025 at 4% or $384,683 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$341,820$138,486$46,162iApproximate average salary by contribution assumption: employee only about $1,154,050 at 4% or $769,367 at 6%; with 50% employer match about $769,367 at 4% or $512,911 at 6%; with 100% employer match about $577,025 at 4% or $384,683 at 6%.
200713$0$0-
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3---
200613$264,908$67,138$22,379iApproximate average salary by contribution assumption: employee only about $559,483 at 4% or $372,989 at 6%; with 50% employer match about $372,989 at 4% or $248,659 at 6%; with 100% employer match about $279,742 at 4% or $186,494 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$264,908$67,138$22,379iApproximate average salary by contribution assumption: employee only about $559,483 at 4% or $372,989 at 6%; with 50% employer match about $372,989 at 4% or $248,659 at 6%; with 100% employer match about $279,742 at 4% or $186,494 at 6%.
200513$172,891$188,991$62,997iApproximate average salary by contribution assumption: employee only about $1,574,925 at 4% or $1,049,950 at 6%; with 50% employer match about $1,049,950 at 4% or $699,967 at 6%; with 100% employer match about $787,463 at 4% or $524,975 at 6%.
Wold & Morrison, P.A. 401(K) Profit Sharing Plan-3$172,891$188,991$62,997iApproximate average salary by contribution assumption: employee only about $1,574,925 at 4% or $1,049,950 at 6%; with 50% employer match about $1,049,950 at 4% or $699,967 at 6%; with 100% employer match about $787,463 at 4% or $524,975 at 6%.