Wealth Management Advisors LLC
Plan context: Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan
EIN 06-1581011 • 6 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
12
2007 Assets
$842,703
2007 Contributions
$96,119
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 12 | $0 | $0 | - |
| Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan | - | 12 | - | - | - |
| 2006 | 1 | 16 | $842,703 | $96,119 | $6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%. |
| Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan | - | 16 | $842,703 | $96,119 | $6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%. |
| 2001 | 2 | 10 | $385,345 | $129,238 | $12,924iApproximate average salary by contribution assumption: employee only about $323,095 at 4% or $215,397 at 6%; with 50% employer match about $215,397 at 4% or $143,598 at 6%; with 100% employer match about $161,548 at 4% or $107,698 at 6%. |
| Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan | - | 10 | $385,345 | $129,238 | $12,924iApproximate average salary by contribution assumption: employee only about $323,095 at 4% or $215,397 at 6%; with 50% employer match about $215,397 at 4% or $143,598 at 6%; with 100% employer match about $161,548 at 4% or $107,698 at 6%. |
| FINDELLA INSURANCE & RETIREMENT PLANNING, INC MONEY PURCHASE PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2000 | 2 | 14 | $354,933 | $255,187 | $18,228iApproximate average salary by contribution assumption: employee only about $455,691 at 4% or $303,794 at 6%; with 50% employer match about $303,794 at 4% or $202,529 at 6%; with 100% employer match about $227,846 at 4% or $151,897 at 6%. |
| Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan | - | 14 | $333,668 | $252,355 | $18,025iApproximate average salary by contribution assumption: employee only about $450,634 at 4% or $300,423 at 6%; with 50% employer match about $300,423 at 4% or $200,282 at 6%; with 100% employer match about $225,317 at 4% or $150,211 at 6%. |
| FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. MONEY PURCHASE PENSION PLAN & TRUST | - | 3 | $21,265 | $2,832 | $944iApproximate average salary by contribution assumption: employee only about $23,600 at 4% or $15,733 at 6%; with 50% employer match about $15,733 at 4% or $10,489 at 6%; with 100% employer match about $11,800 at 4% or $7,867 at 6%. |