Ward Financial Group Inc
Plan context: Ward Financial Group Inc 401K Plan
EIN 06-1278691 • 3 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
20
2002 Assets
$1,024,499
2002 Contributions
$6,805
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $6,805 | - |
| Ward Financial Group Inc 401K Plan | - | 0 | - | $6,805 | - |
| 2001 | 1 | 20 | $1,024,499 | $127,572 | $6,379iApproximate average salary by contribution assumption: employee only about $159,465 at 4% or $106,310 at 6%; with 50% employer match about $106,310 at 4% or $70,873 at 6%; with 100% employer match about $79,733 at 4% or $53,155 at 6%. |
| Ward Financial Group Inc 401K Plan | - | 20 | $1,024,499 | $127,572 | $6,379iApproximate average salary by contribution assumption: employee only about $159,465 at 4% or $106,310 at 6%; with 50% employer match about $106,310 at 4% or $70,873 at 6%; with 100% employer match about $79,733 at 4% or $53,155 at 6%. |
| 2000 | 1 | 25 | $971,034 | $125,338 | $5,014iApproximate average salary by contribution assumption: employee only about $125,338 at 4% or $83,559 at 6%; with 50% employer match about $83,559 at 4% or $55,706 at 6%; with 100% employer match about $62,669 at 4% or $41,779 at 6%. |
| Ward Financial Group Inc 401K Plan | - | 25 | $971,034 | $125,338 | $5,014iApproximate average salary by contribution assumption: employee only about $125,338 at 4% or $83,559 at 6%; with 50% employer match about $83,559 at 4% or $55,706 at 6%; with 100% employer match about $62,669 at 4% or $41,779 at 6%. |