Wealth Advisors Benefit Plan
Plan context: Wealth Advisor Benefit Plan
EIN 20-4718379 • Kennesaw, GA • 12 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
39
2018 Assets
$0
2018 Contributions
$0
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
No historical points available.
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 0 | - | - | - |
| 2017 | 1 | 39 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 39 | - | - | - |
| 2016 | 1 | 46 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 46 | - | - | - |
| 2015 | 1 | 68 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 68 | - | - | - |
| 2014 | 1 | 108 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 108 | - | - | - |
| 2013 | 1 | 136 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 136 | - | - | - |
| 2012 | 1 | 115 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 115 | - | - | - |
| 2011 | 1 | 77 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 77 | - | - | - |
| 2010 | 1 | 183 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 183 | - | - | - |
| 2009 | 1 | 225 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 225 | - | - | - |
| 2008 | 1 | 254 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 254 | - | - | - |
| 2007 | 1 | 185 | $0 | $0 | - |
| Wealth Advisor Benefit Plan | - | 185 | - | - | - |