Civic Intelligence

Wharton Advisory Group, L.L.C.

Plan context: Wharton Advisory Group, L.L.C. 401(K) Plan

EIN 23-3034388 • Berwyn, PA • 13 filings • 2 plans

486 Margo LaneBerwyn, PA 19312
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$897,534

2018 Contributions

$13,569

Historical Graphs

Total Assets Over Time

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

$897,534$448,767$0200620122017YearValue
$897,534Latest year 2017

Participants Over Time

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

530200620122017YearValue
4Latest year 2017

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
201810$0$13,569-
Wharton Advisory Group, L.L.C. 401(K) Plan-0$0$13,569-
201714$897,534$58,338$14,585iApproximate average salary by contribution assumption: employee only about $364,613 at 4% or $243,075 at 6%; with 50% employer match about $243,075 at 4% or $162,050 at 6%; with 100% employer match about $182,306 at 4% or $121,538 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-4$897,534$58,338$14,585iApproximate average salary by contribution assumption: employee only about $364,613 at 4% or $243,075 at 6%; with 50% employer match about $243,075 at 4% or $162,050 at 6%; with 100% employer match about $182,306 at 4% or $121,538 at 6%.
201615$739,992$61,047$12,209iApproximate average salary by contribution assumption: employee only about $305,235 at 4% or $203,490 at 6%; with 50% employer match about $203,490 at 4% or $135,660 at 6%; with 100% employer match about $152,618 at 4% or $101,745 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$739,992$61,047$12,209iApproximate average salary by contribution assumption: employee only about $305,235 at 4% or $203,490 at 6%; with 50% employer match about $203,490 at 4% or $135,660 at 6%; with 100% employer match about $152,618 at 4% or $101,745 at 6%.
201515$631,379$55,074$11,015iApproximate average salary by contribution assumption: employee only about $275,370 at 4% or $183,580 at 6%; with 50% employer match about $183,580 at 4% or $122,387 at 6%; with 100% employer match about $137,685 at 4% or $91,790 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$631,379$55,074$11,015iApproximate average salary by contribution assumption: employee only about $275,370 at 4% or $183,580 at 6%; with 50% employer match about $183,580 at 4% or $122,387 at 6%; with 100% employer match about $137,685 at 4% or $91,790 at 6%.
201415$576,784$60,237$12,047iApproximate average salary by contribution assumption: employee only about $301,185 at 4% or $200,790 at 6%; with 50% employer match about $200,790 at 4% or $133,860 at 6%; with 100% employer match about $150,593 at 4% or $100,395 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$576,784$60,237$12,047iApproximate average salary by contribution assumption: employee only about $301,185 at 4% or $200,790 at 6%; with 50% employer match about $200,790 at 4% or $133,860 at 6%; with 100% employer match about $150,593 at 4% or $100,395 at 6%.
201315$486,538$57,196$11,439iApproximate average salary by contribution assumption: employee only about $285,980 at 4% or $190,653 at 6%; with 50% employer match about $190,653 at 4% or $127,102 at 6%; with 100% employer match about $142,990 at 4% or $95,327 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$486,538$57,196$11,439iApproximate average salary by contribution assumption: employee only about $285,980 at 4% or $190,653 at 6%; with 50% employer match about $190,653 at 4% or $127,102 at 6%; with 100% employer match about $142,990 at 4% or $95,327 at 6%.
201213$337,589$30,506$10,169iApproximate average salary by contribution assumption: employee only about $254,217 at 4% or $169,478 at 6%; with 50% employer match about $169,478 at 4% or $112,985 at 6%; with 100% employer match about $127,108 at 4% or $84,739 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-3$337,589$30,506$10,169iApproximate average salary by contribution assumption: employee only about $254,217 at 4% or $169,478 at 6%; with 50% employer match about $169,478 at 4% or $112,985 at 6%; with 100% employer match about $127,108 at 4% or $84,739 at 6%.
201113$266,497$50,012$16,671iApproximate average salary by contribution assumption: employee only about $416,767 at 4% or $277,844 at 6%; with 50% employer match about $277,844 at 4% or $185,230 at 6%; with 100% employer match about $208,383 at 4% or $138,922 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-3$266,497$50,012$16,671iApproximate average salary by contribution assumption: employee only about $416,767 at 4% or $277,844 at 6%; with 50% employer match about $277,844 at 4% or $185,230 at 6%; with 100% employer match about $208,383 at 4% or $138,922 at 6%.
201013$239,016$51,847$17,282iApproximate average salary by contribution assumption: employee only about $432,058 at 4% or $288,039 at 6%; with 50% employer match about $288,039 at 4% or $192,026 at 6%; with 100% employer match about $216,029 at 4% or $144,019 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-3$239,016$51,847$17,282iApproximate average salary by contribution assumption: employee only about $432,058 at 4% or $288,039 at 6%; with 50% employer match about $288,039 at 4% or $192,026 at 6%; with 100% employer match about $216,029 at 4% or $144,019 at 6%.
200913$164,946$51,467$17,156iApproximate average salary by contribution assumption: employee only about $428,892 at 4% or $285,928 at 6%; with 50% employer match about $285,928 at 4% or $190,619 at 6%; with 100% employer match about $214,446 at 4% or $142,964 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-3$164,946$51,467$17,156iApproximate average salary by contribution assumption: employee only about $428,892 at 4% or $285,928 at 6%; with 50% employer match about $285,928 at 4% or $190,619 at 6%; with 100% employer match about $214,446 at 4% or $142,964 at 6%.
200815$80,218$49,211$9,842iApproximate average salary by contribution assumption: employee only about $246,055 at 4% or $164,037 at 6%; with 50% employer match about $164,037 at 4% or $109,358 at 6%; with 100% employer match about $123,028 at 4% or $82,018 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$80,218$49,211$9,842iApproximate average salary by contribution assumption: employee only about $246,055 at 4% or $164,037 at 6%; with 50% employer match about $164,037 at 4% or $109,358 at 6%; with 100% employer match about $123,028 at 4% or $82,018 at 6%.
200715$66,855$48,781$9,756iApproximate average salary by contribution assumption: employee only about $243,905 at 4% or $162,603 at 6%; with 50% employer match about $162,603 at 4% or $108,402 at 6%; with 100% employer match about $121,953 at 4% or $81,302 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$66,855$48,781$9,756iApproximate average salary by contribution assumption: employee only about $243,905 at 4% or $162,603 at 6%; with 50% employer match about $162,603 at 4% or $108,402 at 6%; with 100% employer match about $121,953 at 4% or $81,302 at 6%.
200615$16,252$14,941$2,988iApproximate average salary by contribution assumption: employee only about $74,705 at 4% or $49,803 at 6%; with 50% employer match about $49,803 at 4% or $33,202 at 6%; with 100% employer match about $37,353 at 4% or $24,902 at 6%.
Wharton Advisory Group, L.L.C. 401(K) Plan-5$16,252$14,941$2,988iApproximate average salary by contribution assumption: employee only about $74,705 at 4% or $49,803 at 6%; with 50% employer match about $49,803 at 4% or $33,202 at 6%; with 100% employer match about $37,353 at 4% or $24,902 at 6%.