Civic Intelligence

Wiles Wealth Management

Plan context: Wiles Wealth Management 401(K) P/S Plan

EIN 20-3657738 • Cary, NC • 17 filings • 3 plans

204 Towne Village Dr.Cary, NC 27513
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,241,136

2024 Contributions

$264,178

Historical Graphs

Total Assets Over Time

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

$3,241,136$1,620,568$0200820162023YearValue
$3,241,136Latest year 2023

Participants Over Time

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

740200820162023YearValue
7Latest year 2023

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-
Wiles Wealth Management 401(K) P/S Plan-0$0$0-
202317$3,241,136$264,178$37,740iApproximate average salary by contribution assumption: employee only about $943,493 at 4% or $628,995 at 6%; with 50% employer match about $628,995 at 4% or $419,330 at 6%; with 100% employer match about $471,746 at 4% or $314,498 at 6%.
Wiles Wealth Management 401(K) P/S Plan-7$3,241,136$264,178$37,740iApproximate average salary by contribution assumption: employee only about $943,493 at 4% or $628,995 at 6%; with 50% employer match about $628,995 at 4% or $419,330 at 6%; with 100% employer match about $471,746 at 4% or $314,498 at 6%.
202216$2,738,602$257,200$42,867iApproximate average salary by contribution assumption: employee only about $1,071,667 at 4% or $714,444 at 6%; with 50% employer match about $714,444 at 4% or $476,296 at 6%; with 100% employer match about $535,833 at 4% or $357,222 at 6%.
Wiles Wealth Management 401(K) P/S Plan-6$2,738,602$257,200$42,867iApproximate average salary by contribution assumption: employee only about $1,071,667 at 4% or $714,444 at 6%; with 50% employer match about $714,444 at 4% or $476,296 at 6%; with 100% employer match about $535,833 at 4% or $357,222 at 6%.
202116$3,015,142$224,002$37,334iApproximate average salary by contribution assumption: employee only about $933,342 at 4% or $622,228 at 6%; with 50% employer match about $622,228 at 4% or $414,819 at 6%; with 100% employer match about $466,671 at 4% or $311,114 at 6%.
Wiles Wealth Management 401(K) P/S Plan-6$3,015,142$224,002$37,334iApproximate average salary by contribution assumption: employee only about $933,342 at 4% or $622,228 at 6%; with 50% employer match about $622,228 at 4% or $414,819 at 6%; with 100% employer match about $466,671 at 4% or $311,114 at 6%.
202017$2,442,412$169,068$24,153iApproximate average salary by contribution assumption: employee only about $603,814 at 4% or $402,543 at 6%; with 50% employer match about $402,543 at 4% or $268,362 at 6%; with 100% employer match about $301,907 at 4% or $201,271 at 6%.
Wiles Wealth Management 401(K) P/S Plan-7$2,442,412$169,068$24,153iApproximate average salary by contribution assumption: employee only about $603,814 at 4% or $402,543 at 6%; with 50% employer match about $402,543 at 4% or $268,362 at 6%; with 100% employer match about $301,907 at 4% or $201,271 at 6%.
201916$1,891,833$168,543$28,091iApproximate average salary by contribution assumption: employee only about $702,263 at 4% or $468,175 at 6%; with 50% employer match about $468,175 at 4% or $312,117 at 6%; with 100% employer match about $351,131 at 4% or $234,088 at 6%.
Wiles Wealth Management 401(K) P/S Plan-6$1,891,833$168,543$28,091iApproximate average salary by contribution assumption: employee only about $702,263 at 4% or $468,175 at 6%; with 50% employer match about $468,175 at 4% or $312,117 at 6%; with 100% employer match about $351,131 at 4% or $234,088 at 6%.
201817$1,355,547$192,695$27,528iApproximate average salary by contribution assumption: employee only about $688,196 at 4% or $458,798 at 6%; with 50% employer match about $458,798 at 4% or $305,865 at 6%; with 100% employer match about $344,098 at 4% or $229,399 at 6%.
Wiles Wealth Management 401(K) P/S Plan-7$1,355,547$192,695$27,528iApproximate average salary by contribution assumption: employee only about $688,196 at 4% or $458,798 at 6%; with 50% employer match about $458,798 at 4% or $305,865 at 6%; with 100% employer match about $344,098 at 4% or $229,399 at 6%.
201716$1,431,540$175,826$29,304iApproximate average salary by contribution assumption: employee only about $732,608 at 4% or $488,406 at 6%; with 50% employer match about $488,406 at 4% or $325,604 at 6%; with 100% employer match about $366,304 at 4% or $244,203 at 6%.
Wiles Wealth Management 401(K) P/S Plan-6$1,431,540$175,826$29,304iApproximate average salary by contribution assumption: employee only about $732,608 at 4% or $488,406 at 6%; with 50% employer match about $488,406 at 4% or $325,604 at 6%; with 100% employer match about $366,304 at 4% or $244,203 at 6%.
201616$1,051,730$157,615$26,269iApproximate average salary by contribution assumption: employee only about $656,729 at 4% or $437,819 at 6%; with 50% employer match about $437,819 at 4% or $291,880 at 6%; with 100% employer match about $328,365 at 4% or $218,910 at 6%.
Wiles Wealth Management 401(K) P/S Plan-6$1,051,730$157,615$26,269iApproximate average salary by contribution assumption: employee only about $656,729 at 4% or $437,819 at 6%; with 50% employer match about $437,819 at 4% or $291,880 at 6%; with 100% employer match about $328,365 at 4% or $218,910 at 6%.
201516$831,003$139,269$23,212iApproximate average salary by contribution assumption: employee only about $580,288 at 4% or $386,858 at 6%; with 50% employer match about $386,858 at 4% or $257,906 at 6%; with 100% employer match about $290,144 at 4% or $193,429 at 6%.
Wiles Wealth Management 401(K) P/S Plan-6$831,003$139,269$23,212iApproximate average salary by contribution assumption: employee only about $580,288 at 4% or $386,858 at 6%; with 50% employer match about $386,858 at 4% or $257,906 at 6%; with 100% employer match about $290,144 at 4% or $193,429 at 6%.
201415$697,351$133,844$26,769iApproximate average salary by contribution assumption: employee only about $669,220 at 4% or $446,147 at 6%; with 50% employer match about $446,147 at 4% or $297,431 at 6%; with 100% employer match about $334,610 at 4% or $223,073 at 6%.
Wiles Wealth Management 401(K) P/S Plan-5$697,351$133,844$26,769iApproximate average salary by contribution assumption: employee only about $669,220 at 4% or $446,147 at 6%; with 50% employer match about $446,147 at 4% or $297,431 at 6%; with 100% employer match about $334,610 at 4% or $223,073 at 6%.
201314$520,309$104,968$26,242iApproximate average salary by contribution assumption: employee only about $656,050 at 4% or $437,367 at 6%; with 50% employer match about $437,367 at 4% or $291,578 at 6%; with 100% employer match about $328,025 at 4% or $218,683 at 6%.
Wiles Wealth Management 401(K) P/S Plan-4$520,309$104,968$26,242iApproximate average salary by contribution assumption: employee only about $656,050 at 4% or $437,367 at 6%; with 50% employer match about $437,367 at 4% or $291,578 at 6%; with 100% employer match about $328,025 at 4% or $218,683 at 6%.
201214$349,664$54,735$13,684iApproximate average salary by contribution assumption: employee only about $342,094 at 4% or $228,063 at 6%; with 50% employer match about $228,063 at 4% or $152,042 at 6%; with 100% employer match about $171,047 at 4% or $114,031 at 6%.
Wiles Wealth Management 401(K) P/S Plan-4$349,664$54,735$13,684iApproximate average salary by contribution assumption: employee only about $342,094 at 4% or $228,063 at 6%; with 50% employer match about $228,063 at 4% or $152,042 at 6%; with 100% employer match about $171,047 at 4% or $114,031 at 6%.
201114$263,556$59,457$14,864iApproximate average salary by contribution assumption: employee only about $371,606 at 4% or $247,738 at 6%; with 50% employer match about $247,738 at 4% or $165,158 at 6%; with 100% employer match about $185,803 at 4% or $123,869 at 6%.
Wiles Wealth Management 401(K) P/S Plan-4$263,556$59,457$14,864iApproximate average salary by contribution assumption: employee only about $371,606 at 4% or $247,738 at 6%; with 50% employer match about $247,738 at 4% or $165,158 at 6%; with 100% employer match about $185,803 at 4% or $123,869 at 6%.
201013$217,207$42,770$14,257iApproximate average salary by contribution assumption: employee only about $356,417 at 4% or $237,611 at 6%; with 50% employer match about $237,611 at 4% or $158,407 at 6%; with 100% employer match about $178,208 at 4% or $118,806 at 6%.
Wiles Wealth Management 401(K) P/S Plan-3$217,207$42,770$14,257iApproximate average salary by contribution assumption: employee only about $356,417 at 4% or $237,611 at 6%; with 50% employer match about $237,611 at 4% or $158,407 at 6%; with 100% employer match about $178,208 at 4% or $118,806 at 6%.
200914$162,518$49,463$12,366iApproximate average salary by contribution assumption: employee only about $309,144 at 4% or $206,096 at 6%; with 50% employer match about $206,096 at 4% or $137,397 at 6%; with 100% employer match about $154,572 at 4% or $103,048 at 6%.
Wiles Wealth Management 401(K) P/S Plan-4$162,518$49,463$12,366iApproximate average salary by contribution assumption: employee only about $309,144 at 4% or $206,096 at 6%; with 50% employer match about $206,096 at 4% or $137,397 at 6%; with 100% employer match about $154,572 at 4% or $103,048 at 6%.
200814$90,127$52,067$13,017iApproximate average salary by contribution assumption: employee only about $325,419 at 4% or $216,946 at 6%; with 50% employer match about $216,946 at 4% or $144,631 at 6%; with 100% employer match about $162,709 at 4% or $108,473 at 6%.
Wiles Wealth Management 401(K) P/S Plan-4$90,127$52,067$13,017iApproximate average salary by contribution assumption: employee only about $325,419 at 4% or $216,946 at 6%; with 50% employer match about $216,946 at 4% or $144,631 at 6%; with 100% employer match about $162,709 at 4% or $108,473 at 6%.