Civic Intelligence

Wealth Strategy Partners LLC

Plan context: Wealth Strategy Partners LLC 401K Plan

EIN 26-1487531 • Denver, CO • 3 filings • 1 plans

303 E 17th Ave Ste 640Denver, CO 80203-1259
Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$94,330

2011 Contributions

$31,090

Historical Graphs

Total Assets Over Time

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

$94,330$47,165$0200920102011YearValue
$94,330Latest year 2011

Participants Over Time

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

320200920102011YearValue
3Latest year 2011

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
201113$94,330$31,090$10,363iApproximate average salary by contribution assumption: employee only about $259,083 at 4% or $172,722 at 6%; with 50% employer match about $172,722 at 4% or $115,148 at 6%; with 100% employer match about $129,542 at 4% or $86,361 at 6%.
Wealth Strategy Partners LLC 401K Plan-3$94,330$31,090$10,363iApproximate average salary by contribution assumption: employee only about $259,083 at 4% or $172,722 at 6%; with 50% employer match about $172,722 at 4% or $115,148 at 6%; with 100% employer match about $129,542 at 4% or $86,361 at 6%.
201013$71,144$36,865$12,288iApproximate average salary by contribution assumption: employee only about $307,208 at 4% or $204,806 at 6%; with 50% employer match about $204,806 at 4% or $136,537 at 6%; with 100% employer match about $153,604 at 4% or $102,403 at 6%.
Wealth Strategy Partners LLC 401K Plan-3$71,144$36,865$12,288iApproximate average salary by contribution assumption: employee only about $307,208 at 4% or $204,806 at 6%; with 50% employer match about $204,806 at 4% or $136,537 at 6%; with 100% employer match about $153,604 at 4% or $102,403 at 6%.
200913$26,154$24,020$8,007iApproximate average salary by contribution assumption: employee only about $200,167 at 4% or $133,444 at 6%; with 50% employer match about $133,444 at 4% or $88,963 at 6%; with 100% employer match about $100,083 at 4% or $66,722 at 6%.
Wealth Strategy Partners LLC 401K Plan-3$26,154$24,020$8,007iApproximate average salary by contribution assumption: employee only about $200,167 at 4% or $133,444 at 6%; with 50% employer match about $133,444 at 4% or $88,963 at 6%; with 100% employer match about $100,083 at 4% or $66,722 at 6%.
Wealth Strategy Partners LLC | EIN 26-1487531 | 2011 Form 5500 Company Profile