Civic Intelligence

Stephen Wardlaw, P.A.

Plan context: Stephen Wardlaw, P.A. Retirement Plan & Trust

EIN 20-0441186 • Arlington, TX • 19 filings • 2 plans

5740 West Interstate 20Arlington, TX 76017
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,521,756

2024 Contributions

$127,850

Historical Graphs

Total Assets Over Time

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

$2,521,756$1,260,878$0200620162024YearValue
$2,521,756Latest year 2024

Participants Over Time

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

740200620152024YearValue
7Latest 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
202417$2,521,756$127,850$18,264iApproximate average salary by contribution assumption: employee only about $456,607 at 4% or $304,405 at 6%; with 50% employer match about $304,405 at 4% or $202,937 at 6%; with 100% employer match about $228,304 at 4% or $152,202 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$2,521,756$127,850$18,264iApproximate average salary by contribution assumption: employee only about $456,607 at 4% or $304,405 at 6%; with 50% employer match about $304,405 at 4% or $202,937 at 6%; with 100% employer match about $228,304 at 4% or $152,202 at 6%.
202317$2,185,580$125,515$17,931iApproximate average salary by contribution assumption: employee only about $448,268 at 4% or $298,845 at 6%; with 50% employer match about $298,845 at 4% or $199,230 at 6%; with 100% employer match about $224,134 at 4% or $149,423 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$2,185,580$125,515$17,931iApproximate average salary by contribution assumption: employee only about $448,268 at 4% or $298,845 at 6%; with 50% employer match about $298,845 at 4% or $199,230 at 6%; with 100% employer match about $224,134 at 4% or $149,423 at 6%.
202217$1,757,264$107,613$15,373iApproximate average salary by contribution assumption: employee only about $384,332 at 4% or $256,221 at 6%; with 50% employer match about $256,221 at 4% or $170,814 at 6%; with 100% employer match about $192,166 at 4% or $128,111 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$1,757,264$107,613$15,373iApproximate average salary by contribution assumption: employee only about $384,332 at 4% or $256,221 at 6%; with 50% employer match about $256,221 at 4% or $170,814 at 6%; with 100% employer match about $192,166 at 4% or $128,111 at 6%.
202117$1,933,587$104,514$14,931iApproximate average salary by contribution assumption: employee only about $373,264 at 4% or $248,843 at 6%; with 50% employer match about $248,843 at 4% or $165,895 at 6%; with 100% employer match about $186,632 at 4% or $124,421 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$1,933,587$104,514$14,931iApproximate average salary by contribution assumption: employee only about $373,264 at 4% or $248,843 at 6%; with 50% employer match about $248,843 at 4% or $165,895 at 6%; with 100% employer match about $186,632 at 4% or $124,421 at 6%.
202017$1,579,467$102,009$14,573iApproximate average salary by contribution assumption: employee only about $364,318 at 4% or $242,879 at 6%; with 50% employer match about $242,879 at 4% or $161,919 at 6%; with 100% employer match about $182,159 at 4% or $121,439 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$1,579,467$102,009$14,573iApproximate average salary by contribution assumption: employee only about $364,318 at 4% or $242,879 at 6%; with 50% employer match about $242,879 at 4% or $161,919 at 6%; with 100% employer match about $182,159 at 4% or $121,439 at 6%.
201917$1,317,122$185,333$26,476iApproximate average salary by contribution assumption: employee only about $661,904 at 4% or $441,269 at 6%; with 50% employer match about $441,269 at 4% or $294,179 at 6%; with 100% employer match about $330,952 at 4% or $220,635 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$1,317,122$185,333$26,476iApproximate average salary by contribution assumption: employee only about $661,904 at 4% or $441,269 at 6%; with 50% employer match about $441,269 at 4% or $294,179 at 6%; with 100% employer match about $330,952 at 4% or $220,635 at 6%.
201817$977,229$88,781$12,683iApproximate average salary by contribution assumption: employee only about $317,075 at 4% or $211,383 at 6%; with 50% employer match about $211,383 at 4% or $140,922 at 6%; with 100% employer match about $158,538 at 4% or $105,692 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$977,229$88,781$12,683iApproximate average salary by contribution assumption: employee only about $317,075 at 4% or $211,383 at 6%; with 50% employer match about $211,383 at 4% or $140,922 at 6%; with 100% employer match about $158,538 at 4% or $105,692 at 6%.
201717$956,494$95,166$13,595iApproximate average salary by contribution assumption: employee only about $339,879 at 4% or $226,586 at 6%; with 50% employer match about $226,586 at 4% or $151,057 at 6%; with 100% employer match about $169,939 at 4% or $113,293 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$956,494$95,166$13,595iApproximate average salary by contribution assumption: employee only about $339,879 at 4% or $226,586 at 6%; with 50% employer match about $226,586 at 4% or $151,057 at 6%; with 100% employer match about $169,939 at 4% or $113,293 at 6%.
201617$784,257$92,051$13,150iApproximate average salary by contribution assumption: employee only about $328,754 at 4% or $219,169 at 6%; with 50% employer match about $219,169 at 4% or $146,113 at 6%; with 100% employer match about $164,377 at 4% or $109,585 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$784,257$92,051$13,150iApproximate average salary by contribution assumption: employee only about $328,754 at 4% or $219,169 at 6%; with 50% employer match about $219,169 at 4% or $146,113 at 6%; with 100% employer match about $164,377 at 4% or $109,585 at 6%.
201516$641,006$91,317$15,220iApproximate average salary by contribution assumption: employee only about $380,488 at 4% or $253,658 at 6%; with 50% employer match about $253,658 at 4% or $169,106 at 6%; with 100% employer match about $190,244 at 4% or $126,829 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-6$641,006$91,317$15,220iApproximate average salary by contribution assumption: employee only about $380,488 at 4% or $253,658 at 6%; with 50% employer match about $253,658 at 4% or $169,106 at 6%; with 100% employer match about $190,244 at 4% or $126,829 at 6%.
201416$590,204$83,252$13,875iApproximate average salary by contribution assumption: employee only about $346,883 at 4% or $231,256 at 6%; with 50% employer match about $231,256 at 4% or $154,170 at 6%; with 100% employer match about $173,442 at 4% or $115,628 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-6$590,204$83,252$13,875iApproximate average salary by contribution assumption: employee only about $346,883 at 4% or $231,256 at 6%; with 50% employer match about $231,256 at 4% or $154,170 at 6%; with 100% employer match about $173,442 at 4% or $115,628 at 6%.
201317$492,084$73,391$10,484iApproximate average salary by contribution assumption: employee only about $262,111 at 4% or $174,740 at 6%; with 50% employer match about $174,740 at 4% or $116,494 at 6%; with 100% employer match about $131,055 at 4% or $87,370 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$492,084$73,391$10,484iApproximate average salary by contribution assumption: employee only about $262,111 at 4% or $174,740 at 6%; with 50% employer match about $174,740 at 4% or $116,494 at 6%; with 100% employer match about $131,055 at 4% or $87,370 at 6%.
201217$374,508$64,133$9,162iApproximate average salary by contribution assumption: employee only about $229,046 at 4% or $152,698 at 6%; with 50% employer match about $152,698 at 4% or $101,798 at 6%; with 100% employer match about $114,523 at 4% or $76,349 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$374,508$64,133$9,162iApproximate average salary by contribution assumption: employee only about $229,046 at 4% or $152,698 at 6%; with 50% employer match about $152,698 at 4% or $101,798 at 6%; with 100% employer match about $114,523 at 4% or $76,349 at 6%.
201116$279,381$67,833$11,306iApproximate average salary by contribution assumption: employee only about $282,638 at 4% or $188,425 at 6%; with 50% employer match about $188,425 at 4% or $125,617 at 6%; with 100% employer match about $141,319 at 4% or $94,213 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-6$279,381$67,833$11,306iApproximate average salary by contribution assumption: employee only about $282,638 at 4% or $188,425 at 6%; with 50% employer match about $188,425 at 4% or $125,617 at 6%; with 100% employer match about $141,319 at 4% or $94,213 at 6%.
201016$213,256$14,227$2,371iApproximate average salary by contribution assumption: employee only about $59,279 at 4% or $39,519 at 6%; with 50% employer match about $39,519 at 4% or $26,346 at 6%; with 100% employer match about $29,640 at 4% or $19,760 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-6$213,256$14,227$2,371iApproximate average salary by contribution assumption: employee only about $59,279 at 4% or $39,519 at 6%; with 50% employer match about $39,519 at 4% or $26,346 at 6%; with 100% employer match about $29,640 at 4% or $19,760 at 6%.
200916$183,707$65,724$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-6$183,707$65,724$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
200817$102,231$61,455$8,779iApproximate average salary by contribution assumption: employee only about $219,482 at 4% or $146,321 at 6%; with 50% employer match about $146,321 at 4% or $97,548 at 6%; with 100% employer match about $109,741 at 4% or $73,161 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-7$102,231$61,455$8,779iApproximate average salary by contribution assumption: employee only about $219,482 at 4% or $146,321 at 6%; with 50% employer match about $146,321 at 4% or $97,548 at 6%; with 100% employer match about $109,741 at 4% or $73,161 at 6%.
200715$0$0-
Stephen Wardlaw, P.A. Retirement Plan & Trust-5---
200614$15,667$15,667$3,917iApproximate average salary by contribution assumption: employee only about $97,919 at 4% or $65,279 at 6%; with 50% employer match about $65,279 at 4% or $43,519 at 6%; with 100% employer match about $48,959 at 4% or $32,640 at 6%.
Stephen Wardlaw, P.A. Retirement Plan & Trust-4$15,667$15,667$3,917iApproximate average salary by contribution assumption: employee only about $97,919 at 4% or $65,279 at 6%; with 50% employer match about $65,279 at 4% or $43,519 at 6%; with 100% employer match about $48,959 at 4% or $32,640 at 6%.