Civic Intelligence

Wealth Pro Advisor Inc.

Plan context: Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla

EIN 26-4459613 • Lakewood Rch, FL • 12 filings • 2 plans

5224 Paylor LaneLakewood Rch, FL 34240
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$924,497

2024 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$924,497$462,249$0201420192024YearValue
$924,497Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest year 2024

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
202414$924,497$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$924,497$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
202314$685,727$63,240$15,810iApproximate average salary by contribution assumption: employee only about $395,250 at 4% or $263,500 at 6%; with 50% employer match about $263,500 at 4% or $175,667 at 6%; with 100% employer match about $197,625 at 4% or $131,750 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$685,727$63,240$15,810iApproximate average salary by contribution assumption: employee only about $395,250 at 4% or $263,500 at 6%; with 50% employer match about $263,500 at 4% or $175,667 at 6%; with 100% employer match about $197,625 at 4% or $131,750 at 6%.
202214$511,189$46,608$11,652iApproximate average salary by contribution assumption: employee only about $291,300 at 4% or $194,200 at 6%; with 50% employer match about $194,200 at 4% or $129,467 at 6%; with 100% employer match about $145,650 at 4% or $97,100 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$511,189$46,608$11,652iApproximate average salary by contribution assumption: employee only about $291,300 at 4% or $194,200 at 6%; with 50% employer match about $194,200 at 4% or $129,467 at 6%; with 100% employer match about $145,650 at 4% or $97,100 at 6%.
202114$592,918$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$592,918$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
202014$390,904$48,334$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$390,904$48,334$12,084iApproximate average salary by contribution assumption: employee only about $302,088 at 4% or $201,392 at 6%; with 50% employer match about $201,392 at 4% or $134,261 at 6%; with 100% employer match about $151,044 at 4% or $100,696 at 6%.
201912$303,574$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-2$303,574$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201814$235,814$41,996$10,499iApproximate average salary by contribution assumption: employee only about $262,475 at 4% or $174,983 at 6%; with 50% employer match about $174,983 at 4% or $116,656 at 6%; with 100% employer match about $131,238 at 4% or $87,492 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$235,814$41,996$10,499iApproximate average salary by contribution assumption: employee only about $262,475 at 4% or $174,983 at 6%; with 50% employer match about $174,983 at 4% or $116,656 at 6%; with 100% employer match about $131,238 at 4% or $87,492 at 6%.
201714$205,145$48,411$12,103iApproximate average salary by contribution assumption: employee only about $302,569 at 4% or $201,713 at 6%; with 50% employer match about $201,713 at 4% or $134,475 at 6%; with 100% employer match about $151,284 at 4% or $100,856 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$205,145$48,411$12,103iApproximate average salary by contribution assumption: employee only about $302,569 at 4% or $201,713 at 6%; with 50% employer match about $201,713 at 4% or $134,475 at 6%; with 100% employer match about $151,284 at 4% or $100,856 at 6%.
201623$285,118$101,086$33,695iApproximate average salary by contribution assumption: employee only about $842,383 at 4% or $561,589 at 6%; with 50% employer match about $561,589 at 4% or $374,393 at 6%; with 100% employer match about $421,192 at 4% or $280,794 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-3$142,559$50,543$16,848iApproximate average salary by contribution assumption: employee only about $421,192 at 4% or $280,794 at 6%; with 50% employer match about $280,794 at 4% or $187,196 at 6%; with 100% employer match about $210,596 at 4% or $140,397 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-3$142,559$50,543$16,848iApproximate average salary by contribution assumption: employee only about $421,192 at 4% or $280,794 at 6%; with 50% employer match about $280,794 at 4% or $187,196 at 6%; with 100% employer match about $210,596 at 4% or $140,397 at 6%.
201513$91,333$43,751$14,584iApproximate average salary by contribution assumption: employee only about $364,592 at 4% or $243,061 at 6%; with 50% employer match about $243,061 at 4% or $162,041 at 6%; with 100% employer match about $182,296 at 4% or $121,531 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-3$91,333$43,751$14,584iApproximate average salary by contribution assumption: employee only about $364,592 at 4% or $243,061 at 6%; with 50% employer match about $243,061 at 4% or $162,041 at 6%; with 100% employer match about $182,296 at 4% or $121,531 at 6%.
201414$46,634$46,634$11,659iApproximate average salary by contribution assumption: employee only about $291,463 at 4% or $194,308 at 6%; with 50% employer match about $194,308 at 4% or $129,539 at 6%; with 100% employer match about $145,731 at 4% or $97,154 at 6%.
Wealth Pro Advisor Inc. 401(K) Profit Sharing Pla-4$46,634$46,634$11,659iApproximate average salary by contribution assumption: employee only about $291,463 at 4% or $194,308 at 6%; with 50% employer match about $194,308 at 4% or $129,539 at 6%; with 100% employer match about $145,731 at 4% or $97,154 at 6%.