Civic Intelligence

WEALTH GUIDANCE, INC.

Plan context: WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN

EIN 26-2410595 • Chanhassen, MN • 12 filings • 1 plans

7925 Stone Creek Dr, Suite #110Chanhassen, MN 55317
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$910,540

2025 Contributions

$124,250

Historical Graphs

Total Assets Over Time

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

$910,540$455,270$0201420202025YearValue
$910,540Latest year 2025

Participants Over Time

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

630201420202025YearValue
6Latest year 2025

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
202516$910,540$124,250$20,708iApproximate average salary by contribution assumption: employee only about $517,708 at 4% or $345,139 at 6%; with 50% employer match about $345,139 at 4% or $230,093 at 6%; with 100% employer match about $258,854 at 4% or $172,569 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-6$910,540$124,250$20,708iApproximate average salary by contribution assumption: employee only about $517,708 at 4% or $345,139 at 6%; with 50% employer match about $345,139 at 4% or $230,093 at 6%; with 100% employer match about $258,854 at 4% or $172,569 at 6%.
202416$776,835$94,361$15,727iApproximate average salary by contribution assumption: employee only about $393,171 at 4% or $262,114 at 6%; with 50% employer match about $262,114 at 4% or $174,743 at 6%; with 100% employer match about $196,585 at 4% or $131,057 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-6$776,835$94,361$15,727iApproximate average salary by contribution assumption: employee only about $393,171 at 4% or $262,114 at 6%; with 50% employer match about $262,114 at 4% or $174,743 at 6%; with 100% employer match about $196,585 at 4% or $131,057 at 6%.
202314$593,051$80,753$20,188iApproximate average salary by contribution assumption: employee only about $504,706 at 4% or $336,471 at 6%; with 50% employer match about $336,471 at 4% or $224,314 at 6%; with 100% employer match about $252,353 at 4% or $168,235 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$593,051$80,753$20,188iApproximate average salary by contribution assumption: employee only about $504,706 at 4% or $336,471 at 6%; with 50% employer match about $336,471 at 4% or $224,314 at 6%; with 100% employer match about $252,353 at 4% or $168,235 at 6%.
202214$416,421$83,575$20,894iApproximate average salary by contribution assumption: employee only about $522,344 at 4% or $348,229 at 6%; with 50% employer match about $348,229 at 4% or $232,153 at 6%; with 100% employer match about $261,172 at 4% or $174,115 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$416,421$83,575$20,894iApproximate average salary by contribution assumption: employee only about $522,344 at 4% or $348,229 at 6%; with 50% employer match about $348,229 at 4% or $232,153 at 6%; with 100% employer match about $261,172 at 4% or $174,115 at 6%.
202114$783,847$79,534$19,884iApproximate average salary by contribution assumption: employee only about $497,088 at 4% or $331,392 at 6%; with 50% employer match about $331,392 at 4% or $220,928 at 6%; with 100% employer match about $248,544 at 4% or $165,696 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$783,847$79,534$19,884iApproximate average salary by contribution assumption: employee only about $497,088 at 4% or $331,392 at 6%; with 50% employer match about $331,392 at 4% or $220,928 at 6%; with 100% employer match about $248,544 at 4% or $165,696 at 6%.
202014$605,497$72,420$18,105iApproximate average salary by contribution assumption: employee only about $452,625 at 4% or $301,750 at 6%; with 50% employer match about $301,750 at 4% or $201,167 at 6%; with 100% employer match about $226,313 at 4% or $150,875 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$605,497$72,420$18,105iApproximate average salary by contribution assumption: employee only about $452,625 at 4% or $301,750 at 6%; with 50% employer match about $301,750 at 4% or $201,167 at 6%; with 100% employer match about $226,313 at 4% or $150,875 at 6%.
201914$415,929$66,025$16,506iApproximate average salary by contribution assumption: employee only about $412,656 at 4% or $275,104 at 6%; with 50% employer match about $275,104 at 4% or $183,403 at 6%; with 100% employer match about $206,328 at 4% or $137,552 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$415,929$66,025$16,506iApproximate average salary by contribution assumption: employee only about $412,656 at 4% or $275,104 at 6%; with 50% employer match about $275,104 at 4% or $183,403 at 6%; with 100% employer match about $206,328 at 4% or $137,552 at 6%.
201814$284,789$61,265$15,316iApproximate average salary by contribution assumption: employee only about $382,906 at 4% or $255,271 at 6%; with 50% employer match about $255,271 at 4% or $170,181 at 6%; with 100% employer match about $191,453 at 4% or $127,635 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$284,789$61,265$15,316iApproximate average salary by contribution assumption: employee only about $382,906 at 4% or $255,271 at 6%; with 50% employer match about $255,271 at 4% or $170,181 at 6%; with 100% employer match about $191,453 at 4% or $127,635 at 6%.
201714$242,949$50,445$12,611iApproximate average salary by contribution assumption: employee only about $315,281 at 4% or $210,188 at 6%; with 50% employer match about $210,188 at 4% or $140,125 at 6%; with 100% employer match about $157,641 at 4% or $105,094 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$242,949$50,445$12,611iApproximate average salary by contribution assumption: employee only about $315,281 at 4% or $210,188 at 6%; with 50% employer match about $210,188 at 4% or $140,125 at 6%; with 100% employer match about $157,641 at 4% or $105,094 at 6%.
201614$160,335$50,760$12,690iApproximate average salary by contribution assumption: employee only about $317,250 at 4% or $211,500 at 6%; with 50% employer match about $211,500 at 4% or $141,000 at 6%; with 100% employer match about $158,625 at 4% or $105,750 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$160,335$50,760$12,690iApproximate average salary by contribution assumption: employee only about $317,250 at 4% or $211,500 at 6%; with 50% employer match about $211,500 at 4% or $141,000 at 6%; with 100% employer match about $158,625 at 4% or $105,750 at 6%.
201514$101,221$49,764$12,441iApproximate average salary by contribution assumption: employee only about $311,025 at 4% or $207,350 at 6%; with 50% employer match about $207,350 at 4% or $138,233 at 6%; with 100% employer match about $155,513 at 4% or $103,675 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$101,221$49,764$12,441iApproximate average salary by contribution assumption: employee only about $311,025 at 4% or $207,350 at 6%; with 50% employer match about $207,350 at 4% or $138,233 at 6%; with 100% employer match about $155,513 at 4% or $103,675 at 6%.
201414$52,251$51,921$12,980iApproximate average salary by contribution assumption: employee only about $324,506 at 4% or $216,338 at 6%; with 50% employer match about $216,338 at 4% or $144,225 at 6%; with 100% employer match about $162,253 at 4% or $108,169 at 6%.
WEALTH GUIDANCE, INC. 401(K) PROFIT SHARING PLAN-4$52,251$51,921$12,980iApproximate average salary by contribution assumption: employee only about $324,506 at 4% or $216,338 at 6%; with 50% employer match about $216,338 at 4% or $144,225 at 6%; with 100% employer match about $162,253 at 4% or $108,169 at 6%.