Civic Intelligence

Wealth Advisors LLC

Plan context: Wealth Advisors LLC Defined Benefit Pension Plan

EIN 20-0611612 • Lafayette, LA • 26 filings • 3 plans

1525 Camellia BlvdLafayette, LA 70508
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,425,693

2024 Contributions

$161,009

Historical Graphs

Total Assets Over Time

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

$3,425,693$1,712,847$0201220182024YearValue
$3,425,693Latest year 2024

Participants Over Time

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

1260201220182024YearValue
12Latest 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
2024212$3,425,693$161,009$13,417iApproximate average salary by contribution assumption: employee only about $335,435 at 4% or $223,624 at 6%; with 50% employer match about $223,624 at 4% or $149,082 at 6%; with 100% employer match about $167,718 at 4% or $111,812 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-9$3,085,146$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-12$340,547$61,009$5,084iApproximate average salary by contribution assumption: employee only about $127,102 at 4% or $84,735 at 6%; with 50% employer match about $84,735 at 4% or $56,490 at 6%; with 100% employer match about $63,551 at 4% or $42,367 at 6%.
2023212$3,063,832$269,562$22,464iApproximate average salary by contribution assumption: employee only about $561,588 at 4% or $374,392 at 6%; with 50% employer match about $374,392 at 4% or $249,594 at 6%; with 100% employer match about $280,794 at 4% or $187,196 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-8$2,823,953$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-12$239,879$69,562$5,797iApproximate average salary by contribution assumption: employee only about $144,921 at 4% or $96,614 at 6%; with 50% employer match about $96,614 at 4% or $64,409 at 6%; with 100% employer match about $72,460 at 4% or $48,307 at 6%.
2022210$2,543,263$453,473$45,347iApproximate average salary by contribution assumption: employee only about $1,133,683 at 4% or $755,788 at 6%; with 50% employer match about $755,788 at 4% or $503,859 at 6%; with 100% employer match about $566,841 at 4% or $377,894 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-7$2,407,086$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-10$136,177$53,473$5,347iApproximate average salary by contribution assumption: employee only about $133,683 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,414 at 6%; with 100% employer match about $66,841 at 4% or $44,561 at 6%.
202127$2,549,098$415,406$59,344iApproximate average salary by contribution assumption: employee only about $1,483,593 at 4% or $989,062 at 6%; with 50% employer match about $989,062 at 4% or $659,375 at 6%; with 100% employer match about $741,796 at 4% or $494,531 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-7$2,419,023$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-6$130,075$15,406$2,568iApproximate average salary by contribution assumption: employee only about $64,192 at 4% or $42,794 at 6%; with 50% employer match about $42,794 at 4% or $28,530 at 6%; with 100% employer match about $32,096 at 4% or $21,397 at 6%.
202026$2,133,953$272,194$45,366iApproximate average salary by contribution assumption: employee only about $1,134,142 at 4% or $756,094 at 6%; with 50% employer match about $756,094 at 4% or $504,063 at 6%; with 100% employer match about $567,071 at 4% or $378,047 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-5$1,763,016$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-6$370,937$22,194$3,699iApproximate average salary by contribution assumption: employee only about $92,475 at 4% or $61,650 at 6%; with 50% employer match about $61,650 at 4% or $41,100 at 6%; with 100% employer match about $46,238 at 4% or $30,825 at 6%.
201926$1,615,516$122,654$20,442iApproximate average salary by contribution assumption: employee only about $511,058 at 4% or $340,706 at 6%; with 50% employer match about $340,706 at 4% or $227,137 at 6%; with 100% employer match about $255,529 at 4% or $170,353 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-5$1,312,720$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-6$302,796$22,654$3,776iApproximate average salary by contribution assumption: employee only about $94,392 at 4% or $62,928 at 6%; with 50% employer match about $62,928 at 4% or $41,952 at 6%; with 100% employer match about $47,196 at 4% or $31,464 at 6%.
201826$1,298,887$123,262$20,544iApproximate average salary by contribution assumption: employee only about $513,592 at 4% or $342,394 at 6%; with 50% employer match about $342,394 at 4% or $228,263 at 6%; with 100% employer match about $256,796 at 4% or $171,197 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-6$1,047,089$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-6$251,798$23,262$3,877iApproximate average salary by contribution assumption: employee only about $96,925 at 4% or $64,617 at 6%; with 50% employer match about $64,617 at 4% or $43,078 at 6%; with 100% employer match about $48,463 at 4% or $32,308 at 6%.
201727$1,287,335$243,977$34,854iApproximate average salary by contribution assumption: employee only about $871,346 at 4% or $580,898 at 6%; with 50% employer match about $580,898 at 4% or $387,265 at 6%; with 100% employer match about $435,673 at 4% or $290,449 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-7$1,039,268$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-7$248,067$43,977$6,282iApproximate average salary by contribution assumption: employee only about $157,061 at 4% or $104,707 at 6%; with 50% employer match about $104,707 at 4% or $69,805 at 6%; with 100% employer match about $78,530 at 4% or $52,354 at 6%.
201628$1,003,393$238,147$29,768iApproximate average salary by contribution assumption: employee only about $744,209 at 4% or $496,140 at 6%; with 50% employer match about $496,140 at 4% or $330,760 at 6%; with 100% employer match about $372,105 at 4% or $248,070 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-6$817,690$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-8$185,703$38,147$4,768iApproximate average salary by contribution assumption: employee only about $119,209 at 4% or $79,473 at 6%; with 50% employer match about $79,473 at 4% or $52,982 at 6%; with 100% employer match about $59,605 at 4% or $39,736 at 6%.
201521$687,847$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-1$568,463$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-1$119,384--
201421$616,878$231,268$231,268iApproximate average salary by contribution assumption: employee only about $5,781,700 at 4% or $3,854,467 at 6%; with 50% employer match about $3,854,467 at 4% or $2,569,644 at 6%; with 100% employer match about $2,890,850 at 4% or $1,927,233 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-1$478,766$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-1$138,112$31,268$31,268iApproximate average salary by contribution assumption: employee only about $781,700 at 4% or $521,133 at 6%; with 50% employer match about $521,133 at 4% or $347,422 at 6%; with 100% employer match about $390,850 at 4% or $260,567 at 6%.
201322$382,599$209,425$104,713iApproximate average salary by contribution assumption: employee only about $2,617,813 at 4% or $1,745,208 at 6%; with 50% employer match about $1,745,208 at 4% or $1,163,472 at 6%; with 100% employer match about $1,308,906 at 4% or $872,604 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-2$273,541$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-2$109,058$59,425$29,713iApproximate average salary by contribution assumption: employee only about $742,813 at 4% or $495,208 at 6%; with 50% employer match about $495,208 at 4% or $330,139 at 6%; with 100% employer match about $371,406 at 4% or $247,604 at 6%.
201222$174,350$174,350$87,175iApproximate average salary by contribution assumption: employee only about $2,179,375 at 4% or $1,452,917 at 6%; with 50% employer match about $1,452,917 at 4% or $968,611 at 6%; with 100% employer match about $1,089,688 at 4% or $726,458 at 6%.
Wealth Advisors LLC Defined Benefit Pension Plan-2$124,000$124,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
Wealth, Tax and Insurance Advisors LLC 401(K) Plan-2$50,350$50,350$25,175iApproximate average salary by contribution assumption: employee only about $629,375 at 4% or $419,583 at 6%; with 50% employer match about $419,583 at 4% or $279,722 at 6%; with 100% employer match about $314,688 at 4% or $209,792 at 6%.