Civic Intelligence

WF STEVENS FINANCIAL ADVISORS

Plan context: WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-0411628 • Green Valley, AZ • 8 filings • 2 plans

518 E Whitehouse Canyon Rd Ste 110Green Valley, AZ 85614-0540
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$256,441

2025 Contributions

$84,843

Historical Graphs

Total Assets Over Time

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

$256,441$128,221$0200420082025YearValue
$256,441Latest year 2025

Participants Over Time

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

530200420082025YearValue
5Latest year 2025

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
202515$256,441$84,843$16,969iApproximate average salary by contribution assumption: employee only about $424,215 at 4% or $282,810 at 6%; with 50% employer match about $282,810 at 4% or $188,540 at 6%; with 100% employer match about $212,107 at 4% or $141,405 at 6%.
WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-5$256,441$84,843$16,969iApproximate average salary by contribution assumption: employee only about $424,215 at 4% or $282,810 at 6%; with 50% employer match about $282,810 at 4% or $188,540 at 6%; with 100% employer match about $212,107 at 4% or $141,405 at 6%.
202415$142,050$74,900$14,980iApproximate average salary by contribution assumption: employee only about $374,500 at 4% or $249,667 at 6%; with 50% employer match about $249,667 at 4% or $166,444 at 6%; with 100% employer match about $187,250 at 4% or $124,833 at 6%.
WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-5$142,050$74,900$14,980iApproximate average salary by contribution assumption: employee only about $374,500 at 4% or $249,667 at 6%; with 50% employer match about $249,667 at 4% or $166,444 at 6%; with 100% employer match about $187,250 at 4% or $124,833 at 6%.
202315$67,945$62,331$12,466iApproximate average salary by contribution assumption: employee only about $311,655 at 4% or $207,770 at 6%; with 50% employer match about $207,770 at 4% or $138,513 at 6%; with 100% employer match about $155,828 at 4% or $103,885 at 6%.
WF STEVENS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST-5$67,945$62,331$12,466iApproximate average salary by contribution assumption: employee only about $311,655 at 4% or $207,770 at 6%; with 50% employer match about $207,770 at 4% or $138,513 at 6%; with 100% employer match about $155,828 at 4% or $103,885 at 6%.
200812$796$22,507$11,254iApproximate average salary by contribution assumption: employee only about $281,338 at 4% or $187,558 at 6%; with 50% employer match about $187,558 at 4% or $125,039 at 6%; with 100% employer match about $140,669 at 4% or $93,779 at 6%.
WF STEVENS FINANCIAL ADVISORS 401K PROFIT SHARING PLAN & TRUST-2$796$22,507$11,254iApproximate average salary by contribution assumption: employee only about $281,338 at 4% or $187,558 at 6%; with 50% employer match about $187,558 at 4% or $125,039 at 6%; with 100% employer match about $140,669 at 4% or $93,779 at 6%.
200711$47,873$19,078$19,078iApproximate average salary by contribution assumption: employee only about $476,950 at 4% or $317,967 at 6%; with 50% employer match about $317,967 at 4% or $211,978 at 6%; with 100% employer match about $238,475 at 4% or $158,983 at 6%.
WF STEVENS FINANCIAL ADVISORS 401K PROFIT SHARING PLAN & TRUST-1$47,873$19,078$19,078iApproximate average salary by contribution assumption: employee only about $476,950 at 4% or $317,967 at 6%; with 50% employer match about $317,967 at 4% or $211,978 at 6%; with 100% employer match about $238,475 at 4% or $158,983 at 6%.
200613$39,656$30,229$10,076iApproximate average salary by contribution assumption: employee only about $251,908 at 4% or $167,939 at 6%; with 50% employer match about $167,939 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
WF STEVENS FINANCIAL ADVISORS 401K PROFIT SHARING PLAN & TRUST-3$39,656$30,229$10,076iApproximate average salary by contribution assumption: employee only about $251,908 at 4% or $167,939 at 6%; with 50% employer match about $167,939 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
200511$8,505$9,871$9,871iApproximate average salary by contribution assumption: employee only about $246,775 at 4% or $164,517 at 6%; with 50% employer match about $164,517 at 4% or $109,678 at 6%; with 100% employer match about $123,388 at 4% or $82,258 at 6%.
WF STEVENS FINANCIAL ADVISORS 401K PROFIT SHARING PLAN & TRUST-1$8,505$9,871$9,871iApproximate average salary by contribution assumption: employee only about $246,775 at 4% or $164,517 at 6%; with 50% employer match about $164,517 at 4% or $109,678 at 6%; with 100% employer match about $123,388 at 4% or $82,258 at 6%.
200413$5,703$5,604$1,868iApproximate average salary by contribution assumption: employee only about $46,700 at 4% or $31,133 at 6%; with 50% employer match about $31,133 at 4% or $20,756 at 6%; with 100% employer match about $23,350 at 4% or $15,567 at 6%.
WF STEVENS FINANCIAL ADVISORS 401K PROFIT SHARING PLAN & TRUST-3$5,703$5,604$1,868iApproximate average salary by contribution assumption: employee only about $46,700 at 4% or $31,133 at 6%; with 50% employer match about $31,133 at 4% or $20,756 at 6%; with 100% employer match about $23,350 at 4% or $15,567 at 6%.