Civic Intelligence

Wakefield Capital Management Inc

Plan context: Wakefield Capital Management Inc 401(K) Plan

EIN 20-1000746 • Chevy Chase, MD • 21 filings • 6 plans

2 Wisconsin Cir Ste 810Chevy Chase, MD 20815-7032
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,144,381

2024 Contributions

$50,893

Historical Graphs

Total Assets Over Time

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

$1,144,381$572,191$0200420142024YearValue
$1,144,381Latest year 2024

Participants Over Time

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

1370200420142024YearValue
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$1,144,381$50,893$7,270iApproximate average salary by contribution assumption: employee only about $181,761 at 4% or $121,174 at 6%; with 50% employer match about $121,174 at 4% or $80,783 at 6%; with 100% employer match about $90,880 at 4% or $60,587 at 6%.
Wakefield Capital Management Inc 401(K) Plan-7$1,144,381$50,893$7,270iApproximate average salary by contribution assumption: employee only about $181,761 at 4% or $121,174 at 6%; with 50% employer match about $121,174 at 4% or $80,783 at 6%; with 100% employer match about $90,880 at 4% or $60,587 at 6%.
202317$1,019,437$41,118$5,874iApproximate average salary by contribution assumption: employee only about $146,850 at 4% or $97,900 at 6%; with 50% employer match about $97,900 at 4% or $65,267 at 6%; with 100% employer match about $73,425 at 4% or $48,950 at 6%.
Wakefield Capital Management Inc 401(K) Plan-7$1,019,437$41,118$5,874iApproximate average salary by contribution assumption: employee only about $146,850 at 4% or $97,900 at 6%; with 50% employer match about $97,900 at 4% or $65,267 at 6%; with 100% employer match about $73,425 at 4% or $48,950 at 6%.
202217$835,484$41,534$5,933iApproximate average salary by contribution assumption: employee only about $148,336 at 4% or $98,890 at 6%; with 50% employer match about $98,890 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%.
Wakefield Capital Management Inc 401(K) Plan-7$835,484$41,534$5,933iApproximate average salary by contribution assumption: employee only about $148,336 at 4% or $98,890 at 6%; with 50% employer match about $98,890 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%.
202119$958,293$43,190$4,799iApproximate average salary by contribution assumption: employee only about $119,972 at 4% or $79,981 at 6%; with 50% employer match about $79,981 at 4% or $53,321 at 6%; with 100% employer match about $59,986 at 4% or $39,991 at 6%.
Wakefield Capital Management Inc 401(K) Plan-9$958,293$43,190$4,799iApproximate average salary by contribution assumption: employee only about $119,972 at 4% or $79,981 at 6%; with 50% employer match about $79,981 at 4% or $53,321 at 6%; with 100% employer match about $59,986 at 4% or $39,991 at 6%.
2020110$918,198$25,543$2,554iApproximate average salary by contribution assumption: employee only about $63,858 at 4% or $42,572 at 6%; with 50% employer match about $42,572 at 4% or $28,381 at 6%; with 100% employer match about $31,929 at 4% or $21,286 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$918,198$25,543$2,554iApproximate average salary by contribution assumption: employee only about $63,858 at 4% or $42,572 at 6%; with 50% employer match about $42,572 at 4% or $28,381 at 6%; with 100% employer match about $31,929 at 4% or $21,286 at 6%.
2019110$828,628$17,346$1,735iApproximate average salary by contribution assumption: employee only about $43,365 at 4% or $28,910 at 6%; with 50% employer match about $28,910 at 4% or $19,273 at 6%; with 100% employer match about $21,683 at 4% or $14,455 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$828,628$17,346$1,735iApproximate average salary by contribution assumption: employee only about $43,365 at 4% or $28,910 at 6%; with 50% employer match about $28,910 at 4% or $19,273 at 6%; with 100% employer match about $21,683 at 4% or $14,455 at 6%.
2018110$663,457$12,915$1,292iApproximate average salary by contribution assumption: employee only about $32,288 at 4% or $21,525 at 6%; with 50% employer match about $21,525 at 4% or $14,350 at 6%; with 100% employer match about $16,144 at 4% or $10,763 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$663,457$12,915$1,292iApproximate average salary by contribution assumption: employee only about $32,288 at 4% or $21,525 at 6%; with 50% employer match about $21,525 at 4% or $14,350 at 6%; with 100% employer match about $16,144 at 4% or $10,763 at 6%.
2017110$685,682$39,452$3,945iApproximate average salary by contribution assumption: employee only about $98,630 at 4% or $65,753 at 6%; with 50% employer match about $65,753 at 4% or $43,836 at 6%; with 100% employer match about $49,315 at 4% or $32,877 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$685,682$39,452$3,945iApproximate average salary by contribution assumption: employee only about $98,630 at 4% or $65,753 at 6%; with 50% employer match about $65,753 at 4% or $43,836 at 6%; with 100% employer match about $49,315 at 4% or $32,877 at 6%.
2016110$558,369$35,439$3,544iApproximate average salary by contribution assumption: employee only about $88,598 at 4% or $59,065 at 6%; with 50% employer match about $59,065 at 4% or $39,377 at 6%; with 100% employer match about $44,299 at 4% or $29,533 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$558,369$35,439$3,544iApproximate average salary by contribution assumption: employee only about $88,598 at 4% or $59,065 at 6%; with 50% employer match about $59,065 at 4% or $39,377 at 6%; with 100% employer match about $44,299 at 4% or $29,533 at 6%.
2015110$766,171$42,985$4,299iApproximate average salary by contribution assumption: employee only about $107,463 at 4% or $71,642 at 6%; with 50% employer match about $71,642 at 4% or $47,761 at 6%; with 100% employer match about $53,731 at 4% or $35,821 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$766,171$42,985$4,299iApproximate average salary by contribution assumption: employee only about $107,463 at 4% or $71,642 at 6%; with 50% employer match about $71,642 at 4% or $47,761 at 6%; with 100% employer match about $53,731 at 4% or $35,821 at 6%.
2014110$736,115$34,012$3,401iApproximate average salary by contribution assumption: employee only about $85,030 at 4% or $56,687 at 6%; with 50% employer match about $56,687 at 4% or $37,791 at 6%; with 100% employer match about $42,515 at 4% or $28,343 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$736,115$34,012$3,401iApproximate average salary by contribution assumption: employee only about $85,030 at 4% or $56,687 at 6%; with 50% employer match about $56,687 at 4% or $37,791 at 6%; with 100% employer match about $42,515 at 4% or $28,343 at 6%.
2013111$909,298$34,804$3,164iApproximate average salary by contribution assumption: employee only about $79,100 at 4% or $52,733 at 6%; with 50% employer match about $52,733 at 4% or $35,156 at 6%; with 100% employer match about $39,550 at 4% or $26,367 at 6%.
Wakefield Capital Management Inc 401(K) Plan-11$909,298$34,804$3,164iApproximate average salary by contribution assumption: employee only about $79,100 at 4% or $52,733 at 6%; with 50% employer match about $52,733 at 4% or $35,156 at 6%; with 100% employer match about $39,550 at 4% or $26,367 at 6%.
2012111$736,839$33,624$3,057iApproximate average salary by contribution assumption: employee only about $76,418 at 4% or $50,945 at 6%; with 50% employer match about $50,945 at 4% or $33,964 at 6%; with 100% employer match about $38,209 at 4% or $25,473 at 6%.
Wakefield Capital Management Inc 401(K) Plan-11$736,839$33,624$3,057iApproximate average salary by contribution assumption: employee only about $76,418 at 4% or $50,945 at 6%; with 50% employer match about $50,945 at 4% or $33,964 at 6%; with 100% employer match about $38,209 at 4% or $25,473 at 6%.
2011112$665,398$31,876$2,656iApproximate average salary by contribution assumption: employee only about $66,408 at 4% or $44,272 at 6%; with 50% employer match about $44,272 at 4% or $29,515 at 6%; with 100% employer match about $33,204 at 4% or $22,136 at 6%.
Wakefield Capital Management Inc 401(K) Plan-12$665,398$31,876$2,656iApproximate average salary by contribution assumption: employee only about $66,408 at 4% or $44,272 at 6%; with 50% employer match about $44,272 at 4% or $29,515 at 6%; with 100% employer match about $33,204 at 4% or $22,136 at 6%.
2010111$714,784$45,980$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.
Wakefield Capital Management Inc 401(K) Plan-11$714,784$45,980$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.
2009113$638,651$106,489$8,191iApproximate average salary by contribution assumption: employee only about $204,787 at 4% or $136,524 at 6%; with 50% employer match about $136,524 at 4% or $91,016 at 6%; with 100% employer match about $102,393 at 4% or $68,262 at 6%.
Wakefield Capital Management Inc 401(K) Plan-13$638,651$106,489$8,191iApproximate average salary by contribution assumption: employee only about $204,787 at 4% or $136,524 at 6%; with 50% employer match about $136,524 at 4% or $91,016 at 6%; with 100% employer match about $102,393 at 4% or $68,262 at 6%.
2008113$430,382$116,247$8,942iApproximate average salary by contribution assumption: employee only about $223,552 at 4% or $149,035 at 6%; with 50% employer match about $149,035 at 4% or $99,356 at 6%; with 100% employer match about $111,776 at 4% or $74,517 at 6%.
Wakefield Capital Management Inc 401(K) Plan-13$430,382$116,247$8,942iApproximate average salary by contribution assumption: employee only about $223,552 at 4% or $149,035 at 6%; with 50% employer match about $149,035 at 4% or $99,356 at 6%; with 100% employer match about $111,776 at 4% or $74,517 at 6%.
2007111$627,859$113,020$10,275iApproximate average salary by contribution assumption: employee only about $256,864 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,162 at 6%; with 100% employer match about $128,432 at 4% or $85,621 at 6%.
Wakefield Capital Management Inc 401(K) Plan-11$627,859$113,020$10,275iApproximate average salary by contribution assumption: employee only about $256,864 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,162 at 6%; with 100% employer match about $128,432 at 4% or $85,621 at 6%.
2006112$490,454$86,679$7,223iApproximate average salary by contribution assumption: employee only about $180,581 at 4% or $120,388 at 6%; with 50% employer match about $120,388 at 4% or $80,258 at 6%; with 100% employer match about $90,291 at 4% or $60,194 at 6%.
Wakefield Capital Management Inc 401(K) Plan-12$490,454$86,679$7,223iApproximate average salary by contribution assumption: employee only about $180,581 at 4% or $120,388 at 6%; with 50% employer match about $120,388 at 4% or $80,258 at 6%; with 100% employer match about $90,291 at 4% or $60,194 at 6%.
2005110$398,166$85,794$8,579iApproximate average salary by contribution assumption: employee only about $214,485 at 4% or $142,990 at 6%; with 50% employer match about $142,990 at 4% or $95,327 at 6%; with 100% employer match about $107,243 at 4% or $71,495 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$398,166$85,794$8,579iApproximate average salary by contribution assumption: employee only about $214,485 at 4% or $142,990 at 6%; with 50% employer match about $142,990 at 4% or $95,327 at 6%; with 100% employer match about $107,243 at 4% or $71,495 at 6%.
2004110$361,764$161,260$16,126iApproximate average salary by contribution assumption: employee only about $403,150 at 4% or $268,767 at 6%; with 50% employer match about $268,767 at 4% or $179,178 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.
Wakefield Capital Management Inc 401(K) Plan-10$361,764$161,260$16,126iApproximate average salary by contribution assumption: employee only about $403,150 at 4% or $268,767 at 6%; with 50% employer match about $268,767 at 4% or $179,178 at 6%; with 100% employer match about $201,575 at 4% or $134,383 at 6%.