Civic Intelligence

Wealthpartners LLP

Plan context: Wealthpartners LLP 401(K) Plan

EIN 20-1828413 • Ridgeland, MS • 16 filings • 3 plans

220 Trace Colony Park DriveRidgeland, MS 39157
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$1,958,744

2021 Contributions

$178,863

Historical Graphs

Total Assets Over Time

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

$1,958,744$979,372$0200620132020YearValue
$1,958,744Latest year 2020

Participants Over Time

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

1050200620132020YearValue
8Latest year 2020

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
202110$0$178,863-
Wealthpartners LLP 401(K) Plan-0$0$178,863-
202018$1,958,744$151,536$18,942iApproximate average salary by contribution assumption: employee only about $473,550 at 4% or $315,700 at 6%; with 50% employer match about $315,700 at 4% or $210,467 at 6%; with 100% employer match about $236,775 at 4% or $157,850 at 6%.
Wealthpartners LLP 401(K) Plan-8$1,958,744$151,536$18,942iApproximate average salary by contribution assumption: employee only about $473,550 at 4% or $315,700 at 6%; with 50% employer match about $315,700 at 4% or $210,467 at 6%; with 100% employer match about $236,775 at 4% or $157,850 at 6%.
2019110$1,536,366$135,897$13,590iApproximate average salary by contribution assumption: employee only about $339,743 at 4% or $226,495 at 6%; with 50% employer match about $226,495 at 4% or $150,997 at 6%; with 100% employer match about $169,871 at 4% or $113,248 at 6%.
Wealthpartners LLP 401(K) Plan-10$1,536,366$135,897$13,590iApproximate average salary by contribution assumption: employee only about $339,743 at 4% or $226,495 at 6%; with 50% employer match about $226,495 at 4% or $150,997 at 6%; with 100% employer match about $169,871 at 4% or $113,248 at 6%.
2018110$1,150,139$152,155$15,216iApproximate average salary by contribution assumption: employee only about $380,388 at 4% or $253,592 at 6%; with 50% employer match about $253,592 at 4% or $169,061 at 6%; with 100% employer match about $190,194 at 4% or $126,796 at 6%.
Wealthpartners LLP 401(K) Plan-10$1,150,139$152,155$15,216iApproximate average salary by contribution assumption: employee only about $380,388 at 4% or $253,592 at 6%; with 50% employer match about $253,592 at 4% or $169,061 at 6%; with 100% employer match about $190,194 at 4% or $126,796 at 6%.
2017110$1,102,814$156,567$15,657iApproximate average salary by contribution assumption: employee only about $391,418 at 4% or $260,945 at 6%; with 50% employer match about $260,945 at 4% or $173,963 at 6%; with 100% employer match about $195,709 at 4% or $130,473 at 6%.
Wealthpartners LLP 401(K) Plan-10$1,102,814$156,567$15,657iApproximate average salary by contribution assumption: employee only about $391,418 at 4% or $260,945 at 6%; with 50% employer match about $260,945 at 4% or $173,963 at 6%; with 100% employer match about $195,709 at 4% or $130,473 at 6%.
2016110$806,066$144,326$14,433iApproximate average salary by contribution assumption: employee only about $360,815 at 4% or $240,543 at 6%; with 50% employer match about $240,543 at 4% or $160,362 at 6%; with 100% employer match about $180,408 at 4% or $120,272 at 6%.
Wealthpartners LLP 401(K) Plan-10$806,066$144,326$14,433iApproximate average salary by contribution assumption: employee only about $360,815 at 4% or $240,543 at 6%; with 50% employer match about $240,543 at 4% or $160,362 at 6%; with 100% employer match about $180,408 at 4% or $120,272 at 6%.
201517$611,028$44,685$6,384iApproximate average salary by contribution assumption: employee only about $159,589 at 4% or $106,393 at 6%; with 50% employer match about $106,393 at 4% or $70,929 at 6%; with 100% employer match about $79,795 at 4% or $53,196 at 6%.
Wealthpartners LLP 401(K) Plan-7$611,028$44,685$6,384iApproximate average salary by contribution assumption: employee only about $159,589 at 4% or $106,393 at 6%; with 50% employer match about $106,393 at 4% or $70,929 at 6%; with 100% employer match about $79,795 at 4% or $53,196 at 6%.
201416$577,514$77,415$12,903iApproximate average salary by contribution assumption: employee only about $322,563 at 4% or $215,042 at 6%; with 50% employer match about $215,042 at 4% or $143,361 at 6%; with 100% employer match about $161,281 at 4% or $107,521 at 6%.
Wealthpartners LLP 401(K) Plan-6$577,514$77,415$12,903iApproximate average salary by contribution assumption: employee only about $322,563 at 4% or $215,042 at 6%; with 50% employer match about $215,042 at 4% or $143,361 at 6%; with 100% employer match about $161,281 at 4% or $107,521 at 6%.
201315$533,262$59,191$11,838iApproximate average salary by contribution assumption: employee only about $295,955 at 4% or $197,303 at 6%; with 50% employer match about $197,303 at 4% or $131,536 at 6%; with 100% employer match about $147,978 at 4% or $98,652 at 6%.
Wealthpartners LLP 401(K) Plan-5$533,262$59,191$11,838iApproximate average salary by contribution assumption: employee only about $295,955 at 4% or $197,303 at 6%; with 50% employer match about $197,303 at 4% or $131,536 at 6%; with 100% employer match about $147,978 at 4% or $98,652 at 6%.
201215$410,341$52,003$10,401iApproximate average salary by contribution assumption: employee only about $260,015 at 4% or $173,343 at 6%; with 50% employer match about $173,343 at 4% or $115,562 at 6%; with 100% employer match about $130,008 at 4% or $86,672 at 6%.
Wealthpartners LLP 401(K) Plan-5$410,341$52,003$10,401iApproximate average salary by contribution assumption: employee only about $260,015 at 4% or $173,343 at 6%; with 50% employer match about $173,343 at 4% or $115,562 at 6%; with 100% employer match about $130,008 at 4% or $86,672 at 6%.
201116$322,731$34,427$5,738iApproximate average salary by contribution assumption: employee only about $143,446 at 4% or $95,631 at 6%; with 50% employer match about $95,631 at 4% or $63,754 at 6%; with 100% employer match about $71,723 at 4% or $47,815 at 6%.
Wealthpartners LLP 401(K) Plan-6$322,731$34,427$5,738iApproximate average salary by contribution assumption: employee only about $143,446 at 4% or $95,631 at 6%; with 50% employer match about $95,631 at 4% or $63,754 at 6%; with 100% employer match about $71,723 at 4% or $47,815 at 6%.
201015$309,818$51,931$10,386iApproximate average salary by contribution assumption: employee only about $259,655 at 4% or $173,103 at 6%; with 50% employer match about $173,103 at 4% or $115,402 at 6%; with 100% employer match about $129,828 at 4% or $86,552 at 6%.
Wealthpartners LLP 401(K) Plan-5$309,818$51,931$10,386iApproximate average salary by contribution assumption: employee only about $259,655 at 4% or $173,103 at 6%; with 50% employer match about $173,103 at 4% or $115,402 at 6%; with 100% employer match about $129,828 at 4% or $86,552 at 6%.
200916$221,041$70,037$11,673iApproximate average salary by contribution assumption: employee only about $291,821 at 4% or $194,547 at 6%; with 50% employer match about $194,547 at 4% or $129,698 at 6%; with 100% employer match about $145,910 at 4% or $97,274 at 6%.
Wealthpartners LLP 401(K) Plan-6$221,041$70,037$11,673iApproximate average salary by contribution assumption: employee only about $291,821 at 4% or $194,547 at 6%; with 50% employer match about $194,547 at 4% or $129,698 at 6%; with 100% employer match about $145,910 at 4% or $97,274 at 6%.
200816$103,797$31,293$5,216iApproximate average salary by contribution assumption: employee only about $130,388 at 4% or $86,925 at 6%; with 50% employer match about $86,925 at 4% or $57,950 at 6%; with 100% employer match about $65,194 at 4% or $43,463 at 6%.
Wealthpartners LLP 401(K) Plan-6$103,797$31,293$5,216iApproximate average salary by contribution assumption: employee only about $130,388 at 4% or $86,925 at 6%; with 50% employer match about $86,925 at 4% or $57,950 at 6%; with 100% employer match about $65,194 at 4% or $43,463 at 6%.
200714$147,745$80,053$20,013iApproximate average salary by contribution assumption: employee only about $500,331 at 4% or $333,554 at 6%; with 50% employer match about $333,554 at 4% or $222,369 at 6%; with 100% employer match about $250,166 at 4% or $166,777 at 6%.
Wealthpartners LLP 401(K) Plan-4$147,745$80,053$20,013iApproximate average salary by contribution assumption: employee only about $500,331 at 4% or $333,554 at 6%; with 50% employer match about $333,554 at 4% or $222,369 at 6%; with 100% employer match about $250,166 at 4% or $166,777 at 6%.
200613$65,194$61,841$20,614iApproximate average salary by contribution assumption: employee only about $515,342 at 4% or $343,561 at 6%; with 50% employer match about $343,561 at 4% or $229,041 at 6%; with 100% employer match about $257,671 at 4% or $171,781 at 6%.
Wealthpartners LLP 401(K) Plan-3$65,194$61,841$20,614iApproximate average salary by contribution assumption: employee only about $515,342 at 4% or $343,561 at 6%; with 50% employer match about $343,561 at 4% or $229,041 at 6%; with 100% employer match about $257,671 at 4% or $171,781 at 6%.