Civic Intelligence

Wealth Strategies Group Inc.

Plan context: Wealth Strategies Group Inc. 401(K) Plan

EIN 11-3729285 • Rockville, MD • 14 filings • 3 plans

2099 Gaither RoadRockville, MD 20850
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$943,947

2019 Contributions

$93,234

Historical Graphs

Total Assets Over Time

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

$943,947$471,974$0200620132019YearValue
$943,947Latest year 2019

Participants Over Time

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

1260200620132019YearValue
9Latest year 2019

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
201919$943,947$93,234$10,359iApproximate average salary by contribution assumption: employee only about $258,983 at 4% or $172,656 at 6%; with 50% employer match about $172,656 at 4% or $115,104 at 6%; with 100% employer match about $129,492 at 4% or $86,328 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-9$943,947$93,234$10,359iApproximate average salary by contribution assumption: employee only about $258,983 at 4% or $172,656 at 6%; with 50% employer match about $172,656 at 4% or $115,104 at 6%; with 100% employer match about $129,492 at 4% or $86,328 at 6%.
2018110$813,223$101,631$10,163iApproximate average salary by contribution assumption: employee only about $254,078 at 4% or $169,385 at 6%; with 50% employer match about $169,385 at 4% or $112,923 at 6%; with 100% employer match about $127,039 at 4% or $84,693 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-10$813,223$101,631$10,163iApproximate average salary by contribution assumption: employee only about $254,078 at 4% or $169,385 at 6%; with 50% employer match about $169,385 at 4% or $112,923 at 6%; with 100% employer match about $127,039 at 4% or $84,693 at 6%.
2017110$824,635$96,785$9,679iApproximate average salary by contribution assumption: employee only about $241,963 at 4% or $161,308 at 6%; with 50% employer match about $161,308 at 4% or $107,539 at 6%; with 100% employer match about $120,981 at 4% or $80,654 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-10$824,635$96,785$9,679iApproximate average salary by contribution assumption: employee only about $241,963 at 4% or $161,308 at 6%; with 50% employer match about $161,308 at 4% or $107,539 at 6%; with 100% employer match about $120,981 at 4% or $80,654 at 6%.
2016112$867,208$242,077$20,173iApproximate average salary by contribution assumption: employee only about $504,327 at 4% or $336,218 at 6%; with 50% employer match about $336,218 at 4% or $224,145 at 6%; with 100% employer match about $252,164 at 4% or $168,109 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-12$867,208$242,077$20,173iApproximate average salary by contribution assumption: employee only about $504,327 at 4% or $336,218 at 6%; with 50% employer match about $336,218 at 4% or $224,145 at 6%; with 100% employer match about $252,164 at 4% or $168,109 at 6%.
2015111$590,030$142,554$12,959iApproximate average salary by contribution assumption: employee only about $323,986 at 4% or $215,991 at 6%; with 50% employer match about $215,991 at 4% or $143,994 at 6%; with 100% employer match about $161,993 at 4% or $107,995 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-11$590,030$142,554$12,959iApproximate average salary by contribution assumption: employee only about $323,986 at 4% or $215,991 at 6%; with 50% employer match about $215,991 at 4% or $143,994 at 6%; with 100% employer match about $161,993 at 4% or $107,995 at 6%.
2014111$482,140$117,112$10,647iApproximate average salary by contribution assumption: employee only about $266,164 at 4% or $177,442 at 6%; with 50% employer match about $177,442 at 4% or $118,295 at 6%; with 100% employer match about $133,082 at 4% or $88,721 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-11$482,140$117,112$10,647iApproximate average salary by contribution assumption: employee only about $266,164 at 4% or $177,442 at 6%; with 50% employer match about $177,442 at 4% or $118,295 at 6%; with 100% employer match about $133,082 at 4% or $88,721 at 6%.
201318$347,396$60,153$7,519iApproximate average salary by contribution assumption: employee only about $187,978 at 4% or $125,319 at 6%; with 50% employer match about $125,319 at 4% or $83,546 at 6%; with 100% employer match about $93,989 at 4% or $62,659 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-8$347,396$60,153$7,519iApproximate average salary by contribution assumption: employee only about $187,978 at 4% or $125,319 at 6%; with 50% employer match about $125,319 at 4% or $83,546 at 6%; with 100% employer match about $93,989 at 4% or $62,659 at 6%.
2012110$242,425$48,155$4,816iApproximate average salary by contribution assumption: employee only about $120,388 at 4% or $80,258 at 6%; with 50% employer match about $80,258 at 4% or $53,506 at 6%; with 100% employer match about $60,194 at 4% or $40,129 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-10$242,425$48,155$4,816iApproximate average salary by contribution assumption: employee only about $120,388 at 4% or $80,258 at 6%; with 50% employer match about $80,258 at 4% or $53,506 at 6%; with 100% employer match about $60,194 at 4% or $40,129 at 6%.
201119$170,327$46,145$5,127iApproximate average salary by contribution assumption: employee only about $128,181 at 4% or $85,454 at 6%; with 50% employer match about $85,454 at 4% or $56,969 at 6%; with 100% employer match about $64,090 at 4% or $42,727 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-9$170,327$46,145$5,127iApproximate average salary by contribution assumption: employee only about $128,181 at 4% or $85,454 at 6%; with 50% employer match about $85,454 at 4% or $56,969 at 6%; with 100% employer match about $64,090 at 4% or $42,727 at 6%.
2010110$134,721$35,676$3,568iApproximate average salary by contribution assumption: employee only about $89,190 at 4% or $59,460 at 6%; with 50% employer match about $59,460 at 4% or $39,640 at 6%; with 100% employer match about $44,595 at 4% or $29,730 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-10$134,721$35,676$3,568iApproximate average salary by contribution assumption: employee only about $89,190 at 4% or $59,460 at 6%; with 50% employer match about $59,460 at 4% or $39,640 at 6%; with 100% employer match about $44,595 at 4% or $29,730 at 6%.
200916$85,378$27,490$4,582iApproximate average salary by contribution assumption: employee only about $114,542 at 4% or $76,361 at 6%; with 50% employer match about $76,361 at 4% or $50,907 at 6%; with 100% employer match about $57,271 at 4% or $38,181 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-6$85,378$27,490$4,582iApproximate average salary by contribution assumption: employee only about $114,542 at 4% or $76,361 at 6%; with 50% employer match about $76,361 at 4% or $50,907 at 6%; with 100% employer match about $57,271 at 4% or $38,181 at 6%.
200819$40,028$30,289$3,365iApproximate average salary by contribution assumption: employee only about $84,136 at 4% or $56,091 at 6%; with 50% employer match about $56,091 at 4% or $37,394 at 6%; with 100% employer match about $42,068 at 4% or $28,045 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-9$40,028$30,289$3,365iApproximate average salary by contribution assumption: employee only about $84,136 at 4% or $56,091 at 6%; with 50% employer match about $56,091 at 4% or $37,394 at 6%; with 100% employer match about $42,068 at 4% or $28,045 at 6%.
200717$26,324$19,525$2,789iApproximate average salary by contribution assumption: employee only about $69,732 at 4% or $46,488 at 6%; with 50% employer match about $46,488 at 4% or $30,992 at 6%; with 100% employer match about $34,866 at 4% or $23,244 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-7$26,324$19,525$2,789iApproximate average salary by contribution assumption: employee only about $69,732 at 4% or $46,488 at 6%; with 50% employer match about $46,488 at 4% or $30,992 at 6%; with 100% employer match about $34,866 at 4% or $23,244 at 6%.
200616$6,429$6,232$1,039iApproximate average salary by contribution assumption: employee only about $25,967 at 4% or $17,311 at 6%; with 50% employer match about $17,311 at 4% or $11,541 at 6%; with 100% employer match about $12,983 at 4% or $8,656 at 6%.
Wealth Strategies Group Inc. 401(K) Plan-6$6,429$6,232$1,039iApproximate average salary by contribution assumption: employee only about $25,967 at 4% or $17,311 at 6%; with 50% employer match about $17,311 at 4% or $11,541 at 6%; with 100% employer match about $12,983 at 4% or $8,656 at 6%.