Civic Intelligence

Fisher Wealth Management Inc

Plan context: Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust

EIN 20-3125189 • Burlington, NC • 20 filings • 4 plans

PO Box 759Burlington, NC 27216-0759
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$3,972,920

2025 Contributions

$277,663

Historical Graphs

Total Assets Over Time

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

$3,972,920$1,986,460$0200620162025YearValue
$3,972,920Latest year 2025

Participants Over Time

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

20100200620162025YearValue
20Latest year 2025

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
2025120$3,972,920$277,663$13,883iApproximate average salary by contribution assumption: employee only about $347,079 at 4% or $231,386 at 6%; with 50% employer match about $231,386 at 4% or $154,257 at 6%; with 100% employer match about $173,539 at 4% or $115,693 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-20$3,972,920$277,663$13,883iApproximate average salary by contribution assumption: employee only about $347,079 at 4% or $231,386 at 6%; with 50% employer match about $231,386 at 4% or $154,257 at 6%; with 100% employer match about $173,539 at 4% or $115,693 at 6%.
2024118$3,118,565$216,655$12,036iApproximate average salary by contribution assumption: employee only about $300,910 at 4% or $200,606 at 6%; with 50% employer match about $200,606 at 4% or $133,738 at 6%; with 100% employer match about $150,455 at 4% or $100,303 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-18$3,118,565$216,655$12,036iApproximate average salary by contribution assumption: employee only about $300,910 at 4% or $200,606 at 6%; with 50% employer match about $200,606 at 4% or $133,738 at 6%; with 100% employer match about $150,455 at 4% or $100,303 at 6%.
2023117$2,386,965$162,643$9,567iApproximate average salary by contribution assumption: employee only about $239,181 at 4% or $159,454 at 6%; with 50% employer match about $159,454 at 4% or $106,303 at 6%; with 100% employer match about $119,590 at 4% or $79,727 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-17$2,386,965$162,643$9,567iApproximate average salary by contribution assumption: employee only about $239,181 at 4% or $159,454 at 6%; with 50% employer match about $159,454 at 4% or $106,303 at 6%; with 100% employer match about $119,590 at 4% or $79,727 at 6%.
2022117$1,734,859$267,867$15,757iApproximate average salary by contribution assumption: employee only about $393,922 at 4% or $262,615 at 6%; with 50% employer match about $262,615 at 4% or $175,076 at 6%; with 100% employer match about $196,961 at 4% or $131,307 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-17$1,734,859$267,867$15,757iApproximate average salary by contribution assumption: employee only about $393,922 at 4% or $262,615 at 6%; with 50% employer match about $262,615 at 4% or $175,076 at 6%; with 100% employer match about $196,961 at 4% or $131,307 at 6%.
2021115$2,172,562$133,290$8,886iApproximate average salary by contribution assumption: employee only about $222,150 at 4% or $148,100 at 6%; with 50% employer match about $148,100 at 4% or $98,733 at 6%; with 100% employer match about $111,075 at 4% or $74,050 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-15$2,172,562$133,290$8,886iApproximate average salary by contribution assumption: employee only about $222,150 at 4% or $148,100 at 6%; with 50% employer match about $148,100 at 4% or $98,733 at 6%; with 100% employer match about $111,075 at 4% or $74,050 at 6%.
2020111$1,822,478$100,473$9,134iApproximate average salary by contribution assumption: employee only about $228,348 at 4% or $152,232 at 6%; with 50% employer match about $152,232 at 4% or $101,488 at 6%; with 100% employer match about $114,174 at 4% or $76,116 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-11$1,822,478$100,473$9,134iApproximate average salary by contribution assumption: employee only about $228,348 at 4% or $152,232 at 6%; with 50% employer match about $152,232 at 4% or $101,488 at 6%; with 100% employer match about $114,174 at 4% or $76,116 at 6%.
2019111$1,332,762$88,442$8,040iApproximate average salary by contribution assumption: employee only about $201,005 at 4% or $134,003 at 6%; with 50% employer match about $134,003 at 4% or $89,335 at 6%; with 100% employer match about $100,502 at 4% or $67,002 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-11$1,332,762$88,442$8,040iApproximate average salary by contribution assumption: employee only about $201,005 at 4% or $134,003 at 6%; with 50% employer match about $134,003 at 4% or $89,335 at 6%; with 100% employer match about $100,502 at 4% or $67,002 at 6%.
2018112$1,047,069$89,549$7,462iApproximate average salary by contribution assumption: employee only about $186,560 at 4% or $124,374 at 6%; with 50% employer match about $124,374 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-12$1,047,069$89,549$7,462iApproximate average salary by contribution assumption: employee only about $186,560 at 4% or $124,374 at 6%; with 50% employer match about $124,374 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%.
2017111$1,023,577$81,686$7,426iApproximate average salary by contribution assumption: employee only about $185,650 at 4% or $123,767 at 6%; with 50% employer match about $123,767 at 4% or $82,511 at 6%; with 100% employer match about $92,825 at 4% or $61,883 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-11$1,023,577$81,686$7,426iApproximate average salary by contribution assumption: employee only about $185,650 at 4% or $123,767 at 6%; with 50% employer match about $123,767 at 4% or $82,511 at 6%; with 100% employer match about $92,825 at 4% or $61,883 at 6%.
201619$870,844$80,502$8,945iApproximate average salary by contribution assumption: employee only about $223,617 at 4% or $149,078 at 6%; with 50% employer match about $149,078 at 4% or $99,385 at 6%; with 100% employer match about $111,808 at 4% or $74,539 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-9$870,844$80,502$8,945iApproximate average salary by contribution assumption: employee only about $223,617 at 4% or $149,078 at 6%; with 50% employer match about $149,078 at 4% or $99,385 at 6%; with 100% employer match about $111,808 at 4% or $74,539 at 6%.
201519$737,377$72,828$8,092iApproximate average salary by contribution assumption: employee only about $202,300 at 4% or $134,867 at 6%; with 50% employer match about $134,867 at 4% or $89,911 at 6%; with 100% employer match about $101,150 at 4% or $67,433 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-9$737,377$72,828$8,092iApproximate average salary by contribution assumption: employee only about $202,300 at 4% or $134,867 at 6%; with 50% employer match about $134,867 at 4% or $89,911 at 6%; with 100% employer match about $101,150 at 4% or $67,433 at 6%.
201419$665,426$74,003$8,223iApproximate average salary by contribution assumption: employee only about $205,564 at 4% or $137,043 at 6%; with 50% employer match about $137,043 at 4% or $91,362 at 6%; with 100% employer match about $102,782 at 4% or $68,521 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-9$665,426$74,003$8,223iApproximate average salary by contribution assumption: employee only about $205,564 at 4% or $137,043 at 6%; with 50% employer match about $137,043 at 4% or $91,362 at 6%; with 100% employer match about $102,782 at 4% or $68,521 at 6%.
2013110$571,556$67,750$6,775iApproximate average salary by contribution assumption: employee only about $169,375 at 4% or $112,917 at 6%; with 50% employer match about $112,917 at 4% or $75,278 at 6%; with 100% employer match about $84,688 at 4% or $56,458 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-10$571,556$67,750$6,775iApproximate average salary by contribution assumption: employee only about $169,375 at 4% or $112,917 at 6%; with 50% employer match about $112,917 at 4% or $75,278 at 6%; with 100% employer match about $84,688 at 4% or $56,458 at 6%.
2012110$395,977$64,249$6,425iApproximate average salary by contribution assumption: employee only about $160,623 at 4% or $107,082 at 6%; with 50% employer match about $107,082 at 4% or $71,388 at 6%; with 100% employer match about $80,311 at 4% or $53,541 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-10$395,977$64,249$6,425iApproximate average salary by contribution assumption: employee only about $160,623 at 4% or $107,082 at 6%; with 50% employer match about $107,082 at 4% or $71,388 at 6%; with 100% employer match about $80,311 at 4% or $53,541 at 6%.
201119$273,488$59,517$6,613iApproximate average salary by contribution assumption: employee only about $165,325 at 4% or $110,217 at 6%; with 50% employer match about $110,217 at 4% or $73,478 at 6%; with 100% employer match about $82,663 at 4% or $55,108 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-9$273,488$59,517$6,613iApproximate average salary by contribution assumption: employee only about $165,325 at 4% or $110,217 at 6%; with 50% employer match about $110,217 at 4% or $73,478 at 6%; with 100% employer match about $82,663 at 4% or $55,108 at 6%.
201019$245,475$56,027$6,225iApproximate average salary by contribution assumption: employee only about $155,631 at 4% or $103,754 at 6%; with 50% employer match about $103,754 at 4% or $69,169 at 6%; with 100% employer match about $77,815 at 4% or $51,877 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-9$245,475$56,027$6,225iApproximate average salary by contribution assumption: employee only about $155,631 at 4% or $103,754 at 6%; with 50% employer match about $103,754 at 4% or $69,169 at 6%; with 100% employer match about $77,815 at 4% or $51,877 at 6%.
200916$161,397$47,097$7,850iApproximate average salary by contribution assumption: employee only about $196,238 at 4% or $130,825 at 6%; with 50% employer match about $130,825 at 4% or $87,217 at 6%; with 100% employer match about $98,119 at 4% or $65,413 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-6$161,397$47,097$7,850iApproximate average salary by contribution assumption: employee only about $196,238 at 4% or $130,825 at 6%; with 50% employer match about $130,825 at 4% or $87,217 at 6%; with 100% employer match about $98,119 at 4% or $65,413 at 6%.
200816$82,972$49,598$8,266iApproximate average salary by contribution assumption: employee only about $206,658 at 4% or $137,772 at 6%; with 50% employer match about $137,772 at 4% or $91,848 at 6%; with 100% employer match about $103,329 at 4% or $68,886 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-6$82,972$49,598$8,266iApproximate average salary by contribution assumption: employee only about $206,658 at 4% or $137,772 at 6%; with 50% employer match about $137,772 at 4% or $91,848 at 6%; with 100% employer match about $103,329 at 4% or $68,886 at 6%.
200715$75,124$36,830$7,366iApproximate average salary by contribution assumption: employee only about $184,150 at 4% or $122,767 at 6%; with 50% employer match about $122,767 at 4% or $81,844 at 6%; with 100% employer match about $92,075 at 4% or $61,383 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$75,124$36,830$7,366iApproximate average salary by contribution assumption: employee only about $184,150 at 4% or $122,767 at 6%; with 50% employer match about $122,767 at 4% or $81,844 at 6%; with 100% employer match about $92,075 at 4% or $61,383 at 6%.
200615$31,020$27,952$5,590iApproximate average salary by contribution assumption: employee only about $139,760 at 4% or $93,173 at 6%; with 50% employer match about $93,173 at 4% or $62,116 at 6%; with 100% employer match about $69,880 at 4% or $46,587 at 6%.
Fisher Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$31,020$27,952$5,590iApproximate average salary by contribution assumption: employee only about $139,760 at 4% or $93,173 at 6%; with 50% employer match about $93,173 at 4% or $62,116 at 6%; with 100% employer match about $69,880 at 4% or $46,587 at 6%.