Civic Intelligence

Wealth & Pension Services Group Inc

Plan context: WEALTH & PENSION SERVICES, INC, CASH BALANCE PLAN

EIN 16-1629047 • Smyrna, GA • 9 filings • 2 plans

4045 Orchard Road SESuite 200Smyrna, GA 30080
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$279,962

2019 Contributions

$158,034

Historical Graphs

Total Assets Over Time

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

$544,124$272,062$0201320162018YearValue
$279,962Latest year 2018

Participants Over Time

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

420201320162018YearValue
2Latest year 2018

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
201910$0$0-
WEALTH & PENSION SERVICES, INC, CASH BALANCE PLAN-0$0--
201822$279,962$158,034$79,017iApproximate average salary by contribution assumption: employee only about $1,975,425 at 4% or $1,316,950 at 6%; with 50% employer match about $1,316,950 at 4% or $877,967 at 6%; with 100% employer match about $987,713 at 4% or $658,475 at 6%.
WEALTH & PENSION SERVICES, INC, CASH BALANCE PLAN-2$279,962$133,207$66,604iApproximate average salary by contribution assumption: employee only about $1,665,088 at 4% or $1,110,058 at 6%; with 50% employer match about $1,110,058 at 4% or $740,039 at 6%; with 100% employer match about $832,544 at 4% or $555,029 at 6%.
Wp 401(K) Plan-0$0$24,827-
201723$544,124$238,094$79,365iApproximate average salary by contribution assumption: employee only about $1,984,117 at 4% or $1,322,744 at 6%; with 50% employer match about $1,322,744 at 4% or $881,830 at 6%; with 100% employer match about $992,058 at 4% or $661,372 at 6%.
Wp 401(K) Plan-3$397,369$91,339$30,446iApproximate average salary by contribution assumption: employee only about $761,158 at 4% or $507,439 at 6%; with 50% employer match about $507,439 at 4% or $338,293 at 6%; with 100% employer match about $380,579 at 4% or $253,719 at 6%.
WEALTH & PENSION SERVICES, INC, CASH BALANCE PLAN-3$146,755$146,755$48,918iApproximate average salary by contribution assumption: employee only about $1,222,958 at 4% or $815,306 at 6%; with 50% employer match about $815,306 at 4% or $543,537 at 6%; with 100% employer match about $611,479 at 4% or $407,653 at 6%.
201613$245,503$103,931$34,644iApproximate average salary by contribution assumption: employee only about $866,092 at 4% or $577,394 at 6%; with 50% employer match about $577,394 at 4% or $384,930 at 6%; with 100% employer match about $433,046 at 4% or $288,697 at 6%.
Wp 401(K) Plan-3$245,503$103,931$34,644iApproximate average salary by contribution assumption: employee only about $866,092 at 4% or $577,394 at 6%; with 50% employer match about $577,394 at 4% or $384,930 at 6%; with 100% employer match about $433,046 at 4% or $288,697 at 6%.
201514$172,013$109,054$27,264iApproximate average salary by contribution assumption: employee only about $681,588 at 4% or $454,392 at 6%; with 50% employer match about $454,392 at 4% or $302,928 at 6%; with 100% employer match about $340,794 at 4% or $227,196 at 6%.
Wp 401(K) Plan-4$172,013$109,054$27,264iApproximate average salary by contribution assumption: employee only about $681,588 at 4% or $454,392 at 6%; with 50% employer match about $454,392 at 4% or $302,928 at 6%; with 100% employer match about $340,794 at 4% or $227,196 at 6%.
201413$57,559$45,403$15,134iApproximate average salary by contribution assumption: employee only about $378,358 at 4% or $252,239 at 6%; with 50% employer match about $252,239 at 4% or $168,159 at 6%; with 100% employer match about $189,179 at 4% or $126,119 at 6%.
Wp 401(K) Plan-3$57,559$45,403$15,134iApproximate average salary by contribution assumption: employee only about $378,358 at 4% or $252,239 at 6%; with 50% employer match about $252,239 at 4% or $168,159 at 6%; with 100% employer match about $189,179 at 4% or $126,119 at 6%.
201313$23,235$22,734$7,578iApproximate average salary by contribution assumption: employee only about $189,450 at 4% or $126,300 at 6%; with 50% employer match about $126,300 at 4% or $84,200 at 6%; with 100% employer match about $94,725 at 4% or $63,150 at 6%.
Wp 401(K) Plan-3$23,235$22,734$7,578iApproximate average salary by contribution assumption: employee only about $189,450 at 4% or $126,300 at 6%; with 50% employer match about $126,300 at 4% or $84,200 at 6%; with 100% employer match about $94,725 at 4% or $63,150 at 6%.