Civic Intelligence

Wealth Management Associates Inc.

Plan context: Wealth Management Associates Inc. Simple 401K

EIN 22-3627580 • 3 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

3

2001 Assets

$105,836

2001 Contributions

$50,703

Historical Graphs

Total Assets Over Time

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

$105,836$52,918$019992000YearValue
$105,836Latest year 2000

Participants Over Time

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

320199920002001YearValue
3Latest year 2001

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
200113$0$0-
Wealth Management Associates Inc. Simple 401K-3---
200013$105,836$50,703$16,901iApproximate average salary by contribution assumption: employee only about $422,525 at 4% or $281,683 at 6%; with 50% employer match about $281,683 at 4% or $187,789 at 6%; with 100% employer match about $211,263 at 4% or $140,842 at 6%.
Wealth Management Associates Inc. Simple 401K-3$105,836$50,703$16,901iApproximate average salary by contribution assumption: employee only about $422,525 at 4% or $281,683 at 6%; with 50% employer match about $281,683 at 4% or $187,789 at 6%; with 100% employer match about $211,263 at 4% or $140,842 at 6%.
199912$54,327$55,223$27,612iApproximate average salary by contribution assumption: employee only about $690,288 at 4% or $460,192 at 6%; with 50% employer match about $460,192 at 4% or $306,794 at 6%; with 100% employer match about $345,144 at 4% or $230,096 at 6%.
Wealth Management Associates Inc. Simple 401K-2$54,327$55,223$27,612iApproximate average salary by contribution assumption: employee only about $690,288 at 4% or $460,192 at 6%; with 50% employer match about $460,192 at 4% or $306,794 at 6%; with 100% employer match about $345,144 at 4% or $230,096 at 6%.