Civic Intelligence

Wealthplan LLP

Plan context: Wealthplan LLP 401K Profit Sharing Plan

EIN 26-0469101 • San Jose, CA • 7 filings • 1 plans

1960 The Alameda Ste 185San Jose, CA 95126
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$615,168

2016 Contributions

$105,937

Historical Graphs

Total Assets Over Time

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

$891,460$445,730$0201020132016YearValue
$615,168Latest year 2016

Participants Over Time

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

1160201020132016YearValue
9Latest year 2016

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
201619$615,168$105,937$11,771iApproximate average salary by contribution assumption: employee only about $294,269 at 4% or $196,180 at 6%; with 50% employer match about $196,180 at 4% or $130,786 at 6%; with 100% employer match about $147,135 at 4% or $98,090 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-9$615,168$105,937$11,771iApproximate average salary by contribution assumption: employee only about $294,269 at 4% or $196,180 at 6%; with 50% employer match about $196,180 at 4% or $130,786 at 6%; with 100% employer match about $147,135 at 4% or $98,090 at 6%.
2015111$838,673$102,499$9,318iApproximate average salary by contribution assumption: employee only about $232,952 at 4% or $155,302 at 6%; with 50% employer match about $155,302 at 4% or $103,534 at 6%; with 100% employer match about $116,476 at 4% or $77,651 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-11$838,673$102,499$9,318iApproximate average salary by contribution assumption: employee only about $232,952 at 4% or $155,302 at 6%; with 50% employer match about $155,302 at 4% or $103,534 at 6%; with 100% employer match about $116,476 at 4% or $77,651 at 6%.
2014110$891,460$128,624$12,862iApproximate average salary by contribution assumption: employee only about $321,560 at 4% or $214,373 at 6%; with 50% employer match about $214,373 at 4% or $142,916 at 6%; with 100% employer match about $160,780 at 4% or $107,187 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-10$891,460$128,624$12,862iApproximate average salary by contribution assumption: employee only about $321,560 at 4% or $214,373 at 6%; with 50% employer match about $214,373 at 4% or $142,916 at 6%; with 100% employer match about $160,780 at 4% or $107,187 at 6%.
201318$739,554$114,060$14,258iApproximate average salary by contribution assumption: employee only about $356,438 at 4% or $237,625 at 6%; with 50% employer match about $237,625 at 4% or $158,417 at 6%; with 100% employer match about $178,219 at 4% or $118,813 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-8$739,554$114,060$14,258iApproximate average salary by contribution assumption: employee only about $356,438 at 4% or $237,625 at 6%; with 50% employer match about $237,625 at 4% or $158,417 at 6%; with 100% employer match about $178,219 at 4% or $118,813 at 6%.
201217$546,001$129,660$18,523iApproximate average salary by contribution assumption: employee only about $463,071 at 4% or $308,714 at 6%; with 50% employer match about $308,714 at 4% or $205,810 at 6%; with 100% employer match about $231,536 at 4% or $154,357 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-7$546,001$129,660$18,523iApproximate average salary by contribution assumption: employee only about $463,071 at 4% or $308,714 at 6%; with 50% employer match about $308,714 at 4% or $205,810 at 6%; with 100% employer match about $231,536 at 4% or $154,357 at 6%.
201118$375,680$64,320$8,040iApproximate average salary by contribution assumption: employee only about $201,000 at 4% or $134,000 at 6%; with 50% employer match about $134,000 at 4% or $89,333 at 6%; with 100% employer match about $100,500 at 4% or $67,000 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-8$375,680$64,320$8,040iApproximate average salary by contribution assumption: employee only about $201,000 at 4% or $134,000 at 6%; with 50% employer match about $134,000 at 4% or $89,333 at 6%; with 100% employer match about $100,500 at 4% or $67,000 at 6%.
201016$330,741$32,760$5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.
Wealthplan LLP 401K Profit Sharing Plan-6$330,741$32,760$5,460iApproximate average salary by contribution assumption: employee only about $136,500 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,667 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.