Civic Intelligence

Wny Asset Management LLC

Plan context: Wny Asset Management LLC 401 (K) Plan

EIN 16-1597054 • Williamsville, NY • 21 filings • 3 plans

6500 Sheridan Drive, Suite 200Williamsville, NY 14221
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$4,943,089

2024 Contributions

$503,517

Historical Graphs

Total Assets Over Time

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

$4,943,089$2,471,545$0200420142024YearValue
$4,943,089Latest year 2024

Participants Over Time

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

27140200420142024YearValue
27Latest 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
2024127$4,943,089$503,517$18,649iApproximate average salary by contribution assumption: employee only about $466,219 at 4% or $310,813 at 6%; with 50% employer match about $310,813 at 4% or $207,209 at 6%; with 100% employer match about $233,110 at 4% or $155,406 at 6%.
Wny Asset Management LLC 401 (K) Plan-27$4,943,089$503,517$18,649iApproximate average salary by contribution assumption: employee only about $466,219 at 4% or $310,813 at 6%; with 50% employer match about $310,813 at 4% or $207,209 at 6%; with 100% employer match about $233,110 at 4% or $155,406 at 6%.
2023127$3,795,929$508,093$18,818iApproximate average salary by contribution assumption: employee only about $470,456 at 4% or $313,638 at 6%; with 50% employer match about $313,638 at 4% or $209,092 at 6%; with 100% employer match about $235,228 at 4% or $156,819 at 6%.
Wny Asset Management LLC 401 (K) Plan-27$3,795,929$508,093$18,818iApproximate average salary by contribution assumption: employee only about $470,456 at 4% or $313,638 at 6%; with 50% employer match about $313,638 at 4% or $209,092 at 6%; with 100% employer match about $235,228 at 4% or $156,819 at 6%.
2022126$2,799,991$407,049$15,656iApproximate average salary by contribution assumption: employee only about $391,393 at 4% or $260,929 at 6%; with 50% employer match about $260,929 at 4% or $173,953 at 6%; with 100% employer match about $195,697 at 4% or $130,464 at 6%.
Wny Asset Management LLC 401 (K) Plan-26$2,799,991$407,049$15,656iApproximate average salary by contribution assumption: employee only about $391,393 at 4% or $260,929 at 6%; with 50% employer match about $260,929 at 4% or $173,953 at 6%; with 100% employer match about $195,697 at 4% or $130,464 at 6%.
2021120$3,011,980$335,408$16,770iApproximate average salary by contribution assumption: employee only about $419,260 at 4% or $279,507 at 6%; with 50% employer match about $279,507 at 4% or $186,338 at 6%; with 100% employer match about $209,630 at 4% or $139,753 at 6%.
Wny Asset Management LLC 401 (K) Plan-20$3,011,980$335,408$16,770iApproximate average salary by contribution assumption: employee only about $419,260 at 4% or $279,507 at 6%; with 50% employer match about $279,507 at 4% or $186,338 at 6%; with 100% employer match about $209,630 at 4% or $139,753 at 6%.
2020119$2,433,855$250,322$13,175iApproximate average salary by contribution assumption: employee only about $329,371 at 4% or $219,581 at 6%; with 50% employer match about $219,581 at 4% or $146,387 at 6%; with 100% employer match about $164,686 at 4% or $109,790 at 6%.
Wny Asset Management LLC 401 (K) Plan-19$2,433,855$250,322$13,175iApproximate average salary by contribution assumption: employee only about $329,371 at 4% or $219,581 at 6%; with 50% employer match about $219,581 at 4% or $146,387 at 6%; with 100% employer match about $164,686 at 4% or $109,790 at 6%.
2019119$1,815,682$183,120$9,638iApproximate average salary by contribution assumption: employee only about $240,947 at 4% or $160,632 at 6%; with 50% employer match about $160,632 at 4% or $107,088 at 6%; with 100% employer match about $120,474 at 4% or $80,316 at 6%.
Wny Asset Management LLC 401 (K) Plan-19$1,815,682$183,120$9,638iApproximate average salary by contribution assumption: employee only about $240,947 at 4% or $160,632 at 6%; with 50% employer match about $160,632 at 4% or $107,088 at 6%; with 100% employer match about $120,474 at 4% or $80,316 at 6%.
2018120$1,425,768$175,774$8,789iApproximate average salary by contribution assumption: employee only about $219,718 at 4% or $146,478 at 6%; with 50% employer match about $146,478 at 4% or $97,652 at 6%; with 100% employer match about $109,859 at 4% or $73,239 at 6%.
Wny Asset Management LLC 401 (K) Plan-20$1,425,768$175,774$8,789iApproximate average salary by contribution assumption: employee only about $219,718 at 4% or $146,478 at 6%; with 50% employer match about $146,478 at 4% or $97,652 at 6%; with 100% employer match about $109,859 at 4% or $73,239 at 6%.
2017119$1,530,490$191,792$10,094iApproximate average salary by contribution assumption: employee only about $252,358 at 4% or $168,239 at 6%; with 50% employer match about $168,239 at 4% or $112,159 at 6%; with 100% employer match about $126,179 at 4% or $84,119 at 6%.
Wny Asset Management LLC 401 (K) Plan-19$1,530,490$191,792$10,094iApproximate average salary by contribution assumption: employee only about $252,358 at 4% or $168,239 at 6%; with 50% employer match about $168,239 at 4% or $112,159 at 6%; with 100% employer match about $126,179 at 4% or $84,119 at 6%.
2016122$1,797,489$224,699$10,214iApproximate average salary by contribution assumption: employee only about $255,340 at 4% or $170,227 at 6%; with 50% employer match about $170,227 at 4% or $113,484 at 6%; with 100% employer match about $127,670 at 4% or $85,113 at 6%.
Wny Asset Management LLC 401 (K) Plan-22$1,797,489$224,699$10,214iApproximate average salary by contribution assumption: employee only about $255,340 at 4% or $170,227 at 6%; with 50% employer match about $170,227 at 4% or $113,484 at 6%; with 100% employer match about $127,670 at 4% or $85,113 at 6%.
2015120$1,454,399$174,326$8,716iApproximate average salary by contribution assumption: employee only about $217,907 at 4% or $145,272 at 6%; with 50% employer match about $145,272 at 4% or $96,848 at 6%; with 100% employer match about $108,954 at 4% or $72,636 at 6%.
Wny Asset Management LLC 401 (K) Plan-20$1,454,399$174,326$8,716iApproximate average salary by contribution assumption: employee only about $217,907 at 4% or $145,272 at 6%; with 50% employer match about $145,272 at 4% or $96,848 at 6%; with 100% employer match about $108,954 at 4% or $72,636 at 6%.
2014119$1,323,847$154,207$8,116iApproximate average salary by contribution assumption: employee only about $202,904 at 4% or $135,269 at 6%; with 50% employer match about $135,269 at 4% or $90,180 at 6%; with 100% employer match about $101,452 at 4% or $67,635 at 6%.
Wny Asset Management LLC 401 (K) Plan-19$1,323,847$154,207$8,116iApproximate average salary by contribution assumption: employee only about $202,904 at 4% or $135,269 at 6%; with 50% employer match about $135,269 at 4% or $90,180 at 6%; with 100% employer match about $101,452 at 4% or $67,635 at 6%.
2013118$1,105,553$230,483$12,805iApproximate average salary by contribution assumption: employee only about $320,115 at 4% or $213,410 at 6%; with 50% employer match about $213,410 at 4% or $142,273 at 6%; with 100% employer match about $160,058 at 4% or $106,705 at 6%.
Wny Asset Management LLC 401 (K) Plan-18$1,105,553$230,483$12,805iApproximate average salary by contribution assumption: employee only about $320,115 at 4% or $213,410 at 6%; with 50% employer match about $213,410 at 4% or $142,273 at 6%; with 100% employer match about $160,058 at 4% or $106,705 at 6%.
2012117$1,024,859$151,097$8,888iApproximate average salary by contribution assumption: employee only about $222,201 at 4% or $148,134 at 6%; with 50% employer match about $148,134 at 4% or $98,756 at 6%; with 100% employer match about $111,101 at 4% or $74,067 at 6%.
Wny Asset Management LLC 401 (K) Plan-17$1,024,859$151,097$8,888iApproximate average salary by contribution assumption: employee only about $222,201 at 4% or $148,134 at 6%; with 50% employer match about $148,134 at 4% or $98,756 at 6%; with 100% employer match about $111,101 at 4% or $74,067 at 6%.
2011114$812,487$127,561$9,112iApproximate average salary by contribution assumption: employee only about $227,788 at 4% or $151,858 at 6%; with 50% employer match about $151,858 at 4% or $101,239 at 6%; with 100% employer match about $113,894 at 4% or $75,929 at 6%.
Wny Asset Management LLC 401 (K) Plan-14$812,487$127,561$9,112iApproximate average salary by contribution assumption: employee only about $227,788 at 4% or $151,858 at 6%; with 50% employer match about $151,858 at 4% or $101,239 at 6%; with 100% employer match about $113,894 at 4% or $75,929 at 6%.
2010113$737,434$126,209$9,708iApproximate average salary by contribution assumption: employee only about $242,710 at 4% or $161,806 at 6%; with 50% employer match about $161,806 at 4% or $107,871 at 6%; with 100% employer match about $121,355 at 4% or $80,903 at 6%.
Wny Asset Management LLC 401 (K) Plan-13$737,434$126,209$9,708iApproximate average salary by contribution assumption: employee only about $242,710 at 4% or $161,806 at 6%; with 50% employer match about $161,806 at 4% or $107,871 at 6%; with 100% employer match about $121,355 at 4% or $80,903 at 6%.
2009114$733,796$148,332$10,595iApproximate average salary by contribution assumption: employee only about $264,879 at 4% or $176,586 at 6%; with 50% employer match about $176,586 at 4% or $117,724 at 6%; with 100% employer match about $132,439 at 4% or $88,293 at 6%.
Wny Asset Management LLC 401 (K) Plan-14$733,796$148,332$10,595iApproximate average salary by contribution assumption: employee only about $264,879 at 4% or $176,586 at 6%; with 50% employer match about $176,586 at 4% or $117,724 at 6%; with 100% employer match about $132,439 at 4% or $88,293 at 6%.
2008112$448,036$137,292$11,441iApproximate average salary by contribution assumption: employee only about $286,025 at 4% or $190,683 at 6%; with 50% employer match about $190,683 at 4% or $127,122 at 6%; with 100% employer match about $143,013 at 4% or $95,342 at 6%.
Wny Asset Management LLC 401 (K) Plan-12$448,036$137,292$11,441iApproximate average salary by contribution assumption: employee only about $286,025 at 4% or $190,683 at 6%; with 50% employer match about $190,683 at 4% or $127,122 at 6%; with 100% employer match about $143,013 at 4% or $95,342 at 6%.
2007112$456,932$137,743$11,479iApproximate average salary by contribution assumption: employee only about $286,965 at 4% or $191,310 at 6%; with 50% employer match about $191,310 at 4% or $127,540 at 6%; with 100% employer match about $143,482 at 4% or $95,655 at 6%.
Wny Asset Management LLC 401 (K) Plan-12$456,932$137,743$11,479iApproximate average salary by contribution assumption: employee only about $286,965 at 4% or $191,310 at 6%; with 50% employer match about $191,310 at 4% or $127,540 at 6%; with 100% employer match about $143,482 at 4% or $95,655 at 6%.
2006110$290,762$114,638$11,464iApproximate average salary by contribution assumption: employee only about $286,595 at 4% or $191,063 at 6%; with 50% employer match about $191,063 at 4% or $127,376 at 6%; with 100% employer match about $143,298 at 4% or $95,532 at 6%.
Wny Asset Management LLC 401 (K) Plan-10$290,762$114,638$11,464iApproximate average salary by contribution assumption: employee only about $286,595 at 4% or $191,063 at 6%; with 50% employer match about $191,063 at 4% or $127,376 at 6%; with 100% employer match about $143,298 at 4% or $95,532 at 6%.
2005110$170,146$117,591$11,759iApproximate average salary by contribution assumption: employee only about $293,978 at 4% or $195,985 at 6%; with 50% employer match about $195,985 at 4% or $130,657 at 6%; with 100% employer match about $146,989 at 4% or $97,993 at 6%.
Wny Asset Management LLC 401 (K) Plan-10$170,146$117,591$11,759iApproximate average salary by contribution assumption: employee only about $293,978 at 4% or $195,985 at 6%; with 50% employer match about $195,985 at 4% or $130,657 at 6%; with 100% employer match about $146,989 at 4% or $97,993 at 6%.
200419$44,387$42,594$4,733iApproximate average salary by contribution assumption: employee only about $118,317 at 4% or $78,878 at 6%; with 50% employer match about $78,878 at 4% or $52,585 at 6%; with 100% employer match about $59,158 at 4% or $39,439 at 6%.
Wny Asset Management LLC 401 (K) Plan-9$44,387$42,594$4,733iApproximate average salary by contribution assumption: employee only about $118,317 at 4% or $78,878 at 6%; with 50% employer match about $78,878 at 4% or $52,585 at 6%; with 100% employer match about $59,158 at 4% or $39,439 at 6%.