Civic Intelligence

Wetherby Partners LLC

Plan context: Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust

EIN 20-1261166 • Stamford, CT • 12 filings • 2 plans

225 High Ridge Rd East 210Stamford, CT 06905
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$899,740

2024 Contributions

$58,787

Historical Graphs

Total Assets Over Time

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

$1,111,936$555,968$0201220172022YearValue
$899,740Latest year 2022

Participants Over Time

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

210201220172022YearValue
2Latest year 2022

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
202410$0$0-
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-0$0--
202212$899,740$58,787$29,394iApproximate average salary by contribution assumption: employee only about $734,838 at 4% or $489,892 at 6%; with 50% employer match about $489,892 at 4% or $326,594 at 6%; with 100% employer match about $367,419 at 4% or $244,946 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$899,740$58,787$29,394iApproximate average salary by contribution assumption: employee only about $734,838 at 4% or $489,892 at 6%; with 50% employer match about $489,892 at 4% or $326,594 at 6%; with 100% employer match about $367,419 at 4% or $244,946 at 6%.
202112$1,111,936$44,362$22,181iApproximate average salary by contribution assumption: employee only about $554,525 at 4% or $369,683 at 6%; with 50% employer match about $369,683 at 4% or $246,456 at 6%; with 100% employer match about $277,263 at 4% or $184,842 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$1,111,936$44,362$22,181iApproximate average salary by contribution assumption: employee only about $554,525 at 4% or $369,683 at 6%; with 50% employer match about $369,683 at 4% or $246,456 at 6%; with 100% employer match about $277,263 at 4% or $184,842 at 6%.
202012$870,360$76,349$38,175iApproximate average salary by contribution assumption: employee only about $954,363 at 4% or $636,242 at 6%; with 50% employer match about $636,242 at 4% or $424,161 at 6%; with 100% employer match about $477,181 at 4% or $318,121 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$870,360$76,349$38,175iApproximate average salary by contribution assumption: employee only about $954,363 at 4% or $636,242 at 6%; with 50% employer match about $636,242 at 4% or $424,161 at 6%; with 100% employer match about $477,181 at 4% or $318,121 at 6%.
201912$627,799$63,133$31,567iApproximate average salary by contribution assumption: employee only about $789,163 at 4% or $526,108 at 6%; with 50% employer match about $526,108 at 4% or $350,739 at 6%; with 100% employer match about $394,581 at 4% or $263,054 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$627,799$63,133$31,567iApproximate average salary by contribution assumption: employee only about $789,163 at 4% or $526,108 at 6%; with 50% employer match about $526,108 at 4% or $350,739 at 6%; with 100% employer match about $394,581 at 4% or $263,054 at 6%.
201812$429,321$48,767$24,384iApproximate average salary by contribution assumption: employee only about $609,588 at 4% or $406,392 at 6%; with 50% employer match about $406,392 at 4% or $270,928 at 6%; with 100% employer match about $304,794 at 4% or $203,196 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$429,321$48,767$24,384iApproximate average salary by contribution assumption: employee only about $609,588 at 4% or $406,392 at 6%; with 50% employer match about $406,392 at 4% or $270,928 at 6%; with 100% employer match about $304,794 at 4% or $203,196 at 6%.
201712$410,659$57,884$28,942iApproximate average salary by contribution assumption: employee only about $723,550 at 4% or $482,367 at 6%; with 50% employer match about $482,367 at 4% or $321,578 at 6%; with 100% employer match about $361,775 at 4% or $241,183 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$410,659$57,884$28,942iApproximate average salary by contribution assumption: employee only about $723,550 at 4% or $482,367 at 6%; with 50% employer match about $482,367 at 4% or $321,578 at 6%; with 100% employer match about $361,775 at 4% or $241,183 at 6%.
201612$275,670$56,050$28,025iApproximate average salary by contribution assumption: employee only about $700,625 at 4% or $467,083 at 6%; with 50% employer match about $467,083 at 4% or $311,389 at 6%; with 100% employer match about $350,313 at 4% or $233,542 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$275,670$56,050$28,025iApproximate average salary by contribution assumption: employee only about $700,625 at 4% or $467,083 at 6%; with 50% employer match about $467,083 at 4% or $311,389 at 6%; with 100% employer match about $350,313 at 4% or $233,542 at 6%.
201512$205,291$50,663$25,332iApproximate average salary by contribution assumption: employee only about $633,288 at 4% or $422,192 at 6%; with 50% employer match about $422,192 at 4% or $281,461 at 6%; with 100% employer match about $316,644 at 4% or $211,096 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$205,291$50,663$25,332iApproximate average salary by contribution assumption: employee only about $633,288 at 4% or $422,192 at 6%; with 50% employer match about $422,192 at 4% or $281,461 at 6%; with 100% employer match about $316,644 at 4% or $211,096 at 6%.
201412$155,637$33,688$16,844iApproximate average salary by contribution assumption: employee only about $421,100 at 4% or $280,733 at 6%; with 50% employer match about $280,733 at 4% or $187,156 at 6%; with 100% employer match about $210,550 at 4% or $140,367 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$155,637$33,688$16,844iApproximate average salary by contribution assumption: employee only about $421,100 at 4% or $280,733 at 6%; with 50% employer match about $280,733 at 4% or $187,156 at 6%; with 100% employer match about $210,550 at 4% or $140,367 at 6%.
201312$113,366$45,750$22,875iApproximate average salary by contribution assumption: employee only about $571,875 at 4% or $381,250 at 6%; with 50% employer match about $381,250 at 4% or $254,167 at 6%; with 100% employer match about $285,938 at 4% or $190,625 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$113,366$45,750$22,875iApproximate average salary by contribution assumption: employee only about $571,875 at 4% or $381,250 at 6%; with 50% employer match about $381,250 at 4% or $254,167 at 6%; with 100% employer match about $285,938 at 4% or $190,625 at 6%.
201212$43,917$43,167$21,584iApproximate average salary by contribution assumption: employee only about $539,588 at 4% or $359,725 at 6%; with 50% employer match about $359,725 at 4% or $239,817 at 6%; with 100% employer match about $269,794 at 4% or $179,863 at 6%.
Wetherby Partners LLC 401(K) Profit Sharing Plan & Trust-2$43,917$43,167$21,584iApproximate average salary by contribution assumption: employee only about $539,588 at 4% or $359,725 at 6%; with 50% employer match about $359,725 at 4% or $239,817 at 6%; with 100% employer match about $269,794 at 4% or $179,863 at 6%.