Civic Intelligence

Lisa Wadey PC

Plan context: Lisa Wadey PC Defined Benefit Pension Plan

EIN 27-0481477 • Scottsdale, AZ • 22 filings • 4 plans

9349 E Calle DE Las BrisasScottsdale, AZ 85255
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,805,405

2024 Contributions

$145,500

Historical Graphs

Total Assets Over Time

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

$2,805,405$1,402,703$0201420192024YearValue
$2,805,405Latest year 2024

Participants Over Time

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

530201420192024YearValue
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
202424$2,805,405$145,500$36,375iApproximate average salary by contribution assumption: employee only about $909,375 at 4% or $606,250 at 6%; with 50% employer match about $606,250 at 4% or $404,167 at 6%; with 100% employer match about $454,688 at 4% or $303,125 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-2$2,186,119$0-
Lisa Wadey PC 401(K) Plan-4$619,286$145,500$36,375iApproximate average salary by contribution assumption: employee only about $909,375 at 4% or $606,250 at 6%; with 50% employer match about $606,250 at 4% or $404,167 at 6%; with 100% employer match about $454,688 at 4% or $303,125 at 6%.
202324$2,415,165$74,272$18,568iApproximate average salary by contribution assumption: employee only about $464,200 at 4% or $309,467 at 6%; with 50% employer match about $309,467 at 4% or $206,311 at 6%; with 100% employer match about $232,100 at 4% or $154,733 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-2$1,989,971$0-
Lisa Wadey PC 401(K) Plan-4$425,194$74,272$18,568iApproximate average salary by contribution assumption: employee only about $464,200 at 4% or $309,467 at 6%; with 50% employer match about $309,467 at 4% or $206,311 at 6%; with 100% employer match about $232,100 at 4% or $154,733 at 6%.
202224$2,111,005$303,929$75,982iApproximate average salary by contribution assumption: employee only about $1,899,556 at 4% or $1,266,371 at 6%; with 50% employer match about $1,266,371 at 4% or $844,247 at 6%; with 100% employer match about $949,778 at 4% or $633,185 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-2$1,798,842$260,382$130,191iApproximate average salary by contribution assumption: employee only about $3,254,775 at 4% or $2,169,850 at 6%; with 50% employer match about $2,169,850 at 4% or $1,446,567 at 6%; with 100% employer match about $1,627,388 at 4% or $1,084,925 at 6%.
Lisa Wadey PC 401(K) Plan-4$312,163$43,547$10,887iApproximate average salary by contribution assumption: employee only about $272,169 at 4% or $181,446 at 6%; with 50% employer match about $181,446 at 4% or $120,964 at 6%; with 100% employer match about $136,084 at 4% or $90,723 at 6%.
202124$2,102,776$540,134$135,034iApproximate average salary by contribution assumption: employee only about $3,375,838 at 4% or $2,250,558 at 6%; with 50% employer match about $2,250,558 at 4% or $1,500,372 at 6%; with 100% employer match about $1,687,919 at 4% or $1,125,279 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-2$1,752,872$518,067$259,034iApproximate average salary by contribution assumption: employee only about $6,475,838 at 4% or $4,317,225 at 6%; with 50% employer match about $4,317,225 at 4% or $2,878,150 at 6%; with 100% employer match about $3,237,919 at 4% or $2,158,613 at 6%.
Lisa Wadey PC 401(K) Plan-4$349,904$22,067$5,517iApproximate average salary by contribution assumption: employee only about $137,919 at 4% or $91,946 at 6%; with 50% employer match about $91,946 at 4% or $61,297 at 6%; with 100% employer match about $68,959 at 4% or $45,973 at 6%.
202025$1,485,674$220,916$44,183iApproximate average salary by contribution assumption: employee only about $1,104,580 at 4% or $736,387 at 6%; with 50% employer match about $736,387 at 4% or $490,924 at 6%; with 100% employer match about $552,290 at 4% or $368,193 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-2$1,176,881$201,118$100,559iApproximate average salary by contribution assumption: employee only about $2,513,975 at 4% or $1,675,983 at 6%; with 50% employer match about $1,675,983 at 4% or $1,117,322 at 6%; with 100% employer match about $1,256,988 at 4% or $837,992 at 6%.
Lisa Wadey PC 401(K) Plan-5$308,793$19,798$3,960iApproximate average salary by contribution assumption: employee only about $98,990 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%.
201925$1,309,330$215,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-4$1,033,845$187,836$46,959iApproximate average salary by contribution assumption: employee only about $1,173,975 at 4% or $782,650 at 6%; with 50% employer match about $782,650 at 4% or $521,767 at 6%; with 100% employer match about $586,988 at 4% or $391,325 at 6%.
Lisa Wadey PC 401(K) Plan-5$275,485$27,164$5,433iApproximate average salary by contribution assumption: employee only about $135,820 at 4% or $90,547 at 6%; with 50% employer match about $90,547 at 4% or $60,364 at 6%; with 100% employer match about $67,910 at 4% or $45,273 at 6%.
201825$953,096$210,767$42,153iApproximate average salary by contribution assumption: employee only about $1,053,835 at 4% or $702,557 at 6%; with 50% employer match about $702,557 at 4% or $468,371 at 6%; with 100% employer match about $526,918 at 4% or $351,278 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-5$725,228$118,386$23,677iApproximate average salary by contribution assumption: employee only about $591,930 at 4% or $394,620 at 6%; with 50% employer match about $394,620 at 4% or $263,080 at 6%; with 100% employer match about $295,965 at 4% or $197,310 at 6%.
Lisa Wadey PC 401(K) Plan-5$227,868$92,381$18,476iApproximate average salary by contribution assumption: employee only about $461,905 at 4% or $307,937 at 6%; with 50% employer match about $307,937 at 4% or $205,291 at 6%; with 100% employer match about $230,953 at 4% or $153,968 at 6%.
201723$786,499$128,010$42,670iApproximate average salary by contribution assumption: employee only about $1,066,750 at 4% or $711,167 at 6%; with 50% employer match about $711,167 at 4% or $474,111 at 6%; with 100% employer match about $533,375 at 4% or $355,583 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-3$643,951$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Lisa Wadey PC 401(K) Plan-3$142,548$28,010$9,337iApproximate average salary by contribution assumption: employee only about $233,417 at 4% or $155,611 at 6%; with 50% employer match about $155,611 at 4% or $103,741 at 6%; with 100% employer match about $116,708 at 4% or $77,806 at 6%.
201623$589,869$86,419$28,806iApproximate average salary by contribution assumption: employee only about $720,158 at 4% or $480,106 at 6%; with 50% employer match about $480,106 at 4% or $320,070 at 6%; with 100% employer match about $360,079 at 4% or $240,053 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-3$481,262$60,487$20,162iApproximate average salary by contribution assumption: employee only about $504,058 at 4% or $336,039 at 6%; with 50% employer match about $336,039 at 4% or $224,026 at 6%; with 100% employer match about $252,029 at 4% or $168,019 at 6%.
Lisa Wadey PC 401(K) Plan-3$108,607$25,932$8,644iApproximate average salary by contribution assumption: employee only about $216,100 at 4% or $144,067 at 6%; with 50% employer match about $144,067 at 4% or $96,044 at 6%; with 100% employer match about $108,050 at 4% or $72,033 at 6%.
201523$498,557$100,001$33,334iApproximate average salary by contribution assumption: employee only about $833,342 at 4% or $555,561 at 6%; with 50% employer match about $555,561 at 4% or $370,374 at 6%; with 100% employer match about $416,671 at 4% or $277,781 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-3$403,793$91,997$30,666iApproximate average salary by contribution assumption: employee only about $766,642 at 4% or $511,094 at 6%; with 50% employer match about $511,094 at 4% or $340,730 at 6%; with 100% employer match about $383,321 at 4% or $255,547 at 6%.
Lisa Wadey PC 401(K) Plan-3$94,764$8,004$2,668iApproximate average salary by contribution assumption: employee only about $66,700 at 4% or $44,467 at 6%; with 50% employer match about $44,467 at 4% or $29,644 at 6%; with 100% employer match about $33,350 at 4% or $22,233 at 6%.
201423$409,650$191,522$63,841iApproximate average salary by contribution assumption: employee only about $1,596,017 at 4% or $1,064,011 at 6%; with 50% employer match about $1,064,011 at 4% or $709,341 at 6%; with 100% employer match about $798,008 at 4% or $532,006 at 6%.
Lisa Wadey PC Defined Benefit Pension Plan-3$321,223$164,782$54,927iApproximate average salary by contribution assumption: employee only about $1,373,183 at 4% or $915,456 at 6%; with 50% employer match about $915,456 at 4% or $610,304 at 6%; with 100% employer match about $686,592 at 4% or $457,728 at 6%.
Lisa Wadey PC 401(K) Plan-3$88,427$26,740$8,913iApproximate average salary by contribution assumption: employee only about $222,833 at 4% or $148,556 at 6%; with 50% employer match about $148,556 at 4% or $99,037 at 6%; with 100% employer match about $111,417 at 4% or $74,278 at 6%.
Lisa Wadey PC | EIN 27-0481477 | 2024 Form 5500 Company Profile