Civic Intelligence

Wealthtrust LLC

Plan context: Wealthtrust Retirement Savings Plan

EIN 20-5389611 • Scottsdale, AZ • 9 filings • 1 plans

8434 E Shea BlvdScottsdale, AZ 85260
Current Snapshot

Latest Year

2015

2015 Participants

66

2015 Assets

$7,725,733

2015 Contributions

$839,931

Historical Graphs

Total Assets Over Time

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

$7,725,733$3,862,867$0200820122015YearValue
$7,725,733Latest year 2015

Participants Over Time

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

86430200720112015YearValue
66Latest year 2015

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
2015166$7,725,733$839,931$12,726iApproximate average salary by contribution assumption: employee only about $318,156 at 4% or $212,104 at 6%; with 50% employer match about $212,104 at 4% or $141,403 at 6%; with 100% employer match about $159,078 at 4% or $106,052 at 6%.
Wealthtrust Retirement Savings Plan-66$7,725,733$839,931$12,726iApproximate average salary by contribution assumption: employee only about $318,156 at 4% or $212,104 at 6%; with 50% employer match about $212,104 at 4% or $141,403 at 6%; with 100% employer match about $159,078 at 4% or $106,052 at 6%.
2014174$7,417,108$783,941$10,594iApproximate average salary by contribution assumption: employee only about $264,845 at 4% or $176,563 at 6%; with 50% employer match about $176,563 at 4% or $117,709 at 6%; with 100% employer match about $132,422 at 4% or $88,282 at 6%.
Wealthtrust Retirement Savings Plan-74$7,417,108$783,941$10,594iApproximate average salary by contribution assumption: employee only about $264,845 at 4% or $176,563 at 6%; with 50% employer match about $176,563 at 4% or $117,709 at 6%; with 100% employer match about $132,422 at 4% or $88,282 at 6%.
2013164$6,390,919$730,652$11,416iApproximate average salary by contribution assumption: employee only about $285,411 at 4% or $190,274 at 6%; with 50% employer match about $190,274 at 4% or $126,849 at 6%; with 100% employer match about $142,705 at 4% or $95,137 at 6%.
Wealthtrust Retirement Savings Plan-64$6,390,919$730,652$11,416iApproximate average salary by contribution assumption: employee only about $285,411 at 4% or $190,274 at 6%; with 50% employer match about $190,274 at 4% or $126,849 at 6%; with 100% employer match about $142,705 at 4% or $95,137 at 6%.
2012161$4,779,287$815,774$13,373iApproximate average salary by contribution assumption: employee only about $334,334 at 4% or $222,889 at 6%; with 50% employer match about $222,889 at 4% or $148,593 at 6%; with 100% employer match about $167,167 at 4% or $111,445 at 6%.
Wealthtrust Retirement Savings Plan-61$4,779,287$815,774$13,373iApproximate average salary by contribution assumption: employee only about $334,334 at 4% or $222,889 at 6%; with 50% employer match about $222,889 at 4% or $148,593 at 6%; with 100% employer match about $167,167 at 4% or $111,445 at 6%.
2011164$4,185,621$807,142$12,612iApproximate average salary by contribution assumption: employee only about $315,290 at 4% or $210,193 at 6%; with 50% employer match about $210,193 at 4% or $140,129 at 6%; with 100% employer match about $157,645 at 4% or $105,097 at 6%.
Wealthtrust Retirement Savings Plan-64$4,185,621$807,142$12,612iApproximate average salary by contribution assumption: employee only about $315,290 at 4% or $210,193 at 6%; with 50% employer match about $210,193 at 4% or $140,129 at 6%; with 100% employer match about $157,645 at 4% or $105,097 at 6%.
2010169$3,829,531$564,929$8,187iApproximate average salary by contribution assumption: employee only about $204,684 at 4% or $136,456 at 6%; with 50% employer match about $136,456 at 4% or $90,971 at 6%; with 100% employer match about $102,342 at 4% or $68,228 at 6%.
Wealthtrust Retirement Savings Plan-69$3,829,531$564,929$8,187iApproximate average salary by contribution assumption: employee only about $204,684 at 4% or $136,456 at 6%; with 50% employer match about $136,456 at 4% or $90,971 at 6%; with 100% employer match about $102,342 at 4% or $68,228 at 6%.
2009178$3,441,323$686,996$8,808iApproximate average salary by contribution assumption: employee only about $220,191 at 4% or $146,794 at 6%; with 50% employer match about $146,794 at 4% or $97,863 at 6%; with 100% employer match about $110,096 at 4% or $73,397 at 6%.
Wealthtrust Retirement Savings Plan-78$3,441,323$686,996$8,808iApproximate average salary by contribution assumption: employee only about $220,191 at 4% or $146,794 at 6%; with 50% employer match about $146,794 at 4% or $97,863 at 6%; with 100% employer match about $110,096 at 4% or $73,397 at 6%.
2008186$2,445,337$1,241,891$14,441iApproximate average salary by contribution assumption: employee only about $361,015 at 4% or $240,677 at 6%; with 50% employer match about $240,677 at 4% or $160,451 at 6%; with 100% employer match about $180,507 at 4% or $120,338 at 6%.
Wealthtrust Retirement Savings Plan-86$2,445,337$1,241,891$14,441iApproximate average salary by contribution assumption: employee only about $361,015 at 4% or $240,677 at 6%; with 50% employer match about $240,677 at 4% or $160,451 at 6%; with 100% employer match about $180,507 at 4% or $120,338 at 6%.
2007151$0$0-
Wealthtrust Retirement Savings Plan-51---