Civic Intelligence

Wambolt & Associates

Plan context: Wambolt & Associates 401(K) Plan

EIN 27-2153580 • Littleton, CO • 11 filings • 1 plans

13976 W. Bowles Ave #200Littleton, CO 80127
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,497,581

2024 Contributions

$158,908

Historical Graphs

Total Assets Over Time

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

$1,497,581$748,791$0201420192023YearValue
$1,497,581Latest year 2023

Participants Over Time

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

1890201420192023YearValue
18Latest year 2023

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
202410$0$158,908-
Wambolt & Associates 401(K) Plan-0$0$158,908-
2023118$1,497,581$262,251$14,570iApproximate average salary by contribution assumption: employee only about $364,238 at 4% or $242,825 at 6%; with 50% employer match about $242,825 at 4% or $161,883 at 6%; with 100% employer match about $182,119 at 4% or $121,413 at 6%.
Wambolt & Associates 401(K) Plan-18$1,497,581$262,251$14,570iApproximate average salary by contribution assumption: employee only about $364,238 at 4% or $242,825 at 6%; with 50% employer match about $242,825 at 4% or $161,883 at 6%; with 100% employer match about $182,119 at 4% or $121,413 at 6%.
2022116$1,182,946$224,895$14,056iApproximate average salary by contribution assumption: employee only about $351,398 at 4% or $234,266 at 6%; with 50% employer match about $234,266 at 4% or $156,177 at 6%; with 100% employer match about $175,699 at 4% or $117,133 at 6%.
Wambolt & Associates 401(K) Plan-16$1,182,946$224,895$14,056iApproximate average salary by contribution assumption: employee only about $351,398 at 4% or $234,266 at 6%; with 50% employer match about $234,266 at 4% or $156,177 at 6%; with 100% employer match about $175,699 at 4% or $117,133 at 6%.
2021114$1,387,769$173,155$12,368iApproximate average salary by contribution assumption: employee only about $309,205 at 4% or $206,137 at 6%; with 50% employer match about $206,137 at 4% or $137,425 at 6%; with 100% employer match about $154,603 at 4% or $103,068 at 6%.
Wambolt & Associates 401(K) Plan-14$1,387,769$173,155$12,368iApproximate average salary by contribution assumption: employee only about $309,205 at 4% or $206,137 at 6%; with 50% employer match about $206,137 at 4% or $137,425 at 6%; with 100% employer match about $154,603 at 4% or $103,068 at 6%.
2020111$1,244,257$145,857$13,260iApproximate average salary by contribution assumption: employee only about $331,493 at 4% or $220,995 at 6%; with 50% employer match about $220,995 at 4% or $147,330 at 6%; with 100% employer match about $165,747 at 4% or $110,498 at 6%.
Wambolt & Associates 401(K) Plan-11$1,244,257$145,857$13,260iApproximate average salary by contribution assumption: employee only about $331,493 at 4% or $220,995 at 6%; with 50% employer match about $220,995 at 4% or $147,330 at 6%; with 100% employer match about $165,747 at 4% or $110,498 at 6%.
2019112$880,946$137,507$11,459iApproximate average salary by contribution assumption: employee only about $286,473 at 4% or $190,982 at 6%; with 50% employer match about $190,982 at 4% or $127,321 at 6%; with 100% employer match about $143,236 at 4% or $95,491 at 6%.
Wambolt & Associates 401(K) Plan-12$880,946$137,507$11,459iApproximate average salary by contribution assumption: employee only about $286,473 at 4% or $190,982 at 6%; with 50% employer match about $190,982 at 4% or $127,321 at 6%; with 100% employer match about $143,236 at 4% or $95,491 at 6%.
201818$589,022$98,322$12,290iApproximate average salary by contribution assumption: employee only about $307,256 at 4% or $204,838 at 6%; with 50% employer match about $204,838 at 4% or $136,558 at 6%; with 100% employer match about $153,628 at 4% or $102,419 at 6%.
Wambolt & Associates 401(K) Plan-8$589,022$98,322$12,290iApproximate average salary by contribution assumption: employee only about $307,256 at 4% or $204,838 at 6%; with 50% employer match about $204,838 at 4% or $136,558 at 6%; with 100% employer match about $153,628 at 4% or $102,419 at 6%.
201716$718,769$85,856$14,309iApproximate average salary by contribution assumption: employee only about $357,733 at 4% or $238,489 at 6%; with 50% employer match about $238,489 at 4% or $158,993 at 6%; with 100% employer match about $178,867 at 4% or $119,244 at 6%.
Wambolt & Associates 401(K) Plan-6$718,769$85,856$14,309iApproximate average salary by contribution assumption: employee only about $357,733 at 4% or $238,489 at 6%; with 50% employer match about $238,489 at 4% or $158,993 at 6%; with 100% employer match about $178,867 at 4% or $119,244 at 6%.
201616$510,455$63,918$10,653iApproximate average salary by contribution assumption: employee only about $266,325 at 4% or $177,550 at 6%; with 50% employer match about $177,550 at 4% or $118,367 at 6%; with 100% employer match about $133,163 at 4% or $88,775 at 6%.
Wambolt & Associates 401(K) Plan-6$510,455$63,918$10,653iApproximate average salary by contribution assumption: employee only about $266,325 at 4% or $177,550 at 6%; with 50% employer match about $177,550 at 4% or $118,367 at 6%; with 100% employer match about $133,163 at 4% or $88,775 at 6%.
201515$440,247$55,136$11,027iApproximate average salary by contribution assumption: employee only about $275,680 at 4% or $183,787 at 6%; with 50% employer match about $183,787 at 4% or $122,524 at 6%; with 100% employer match about $137,840 at 4% or $91,893 at 6%.
Wambolt & Associates 401(K) Plan-5$440,247$55,136$11,027iApproximate average salary by contribution assumption: employee only about $275,680 at 4% or $183,787 at 6%; with 50% employer match about $183,787 at 4% or $122,524 at 6%; with 100% employer match about $137,840 at 4% or $91,893 at 6%.
201413$381,765$42,625$14,208iApproximate average salary by contribution assumption: employee only about $355,208 at 4% or $236,806 at 6%; with 50% employer match about $236,806 at 4% or $157,870 at 6%; with 100% employer match about $177,604 at 4% or $118,403 at 6%.
Wambolt & Associates 401(K) Plan-3$381,765$42,625$14,208iApproximate average salary by contribution assumption: employee only about $355,208 at 4% or $236,806 at 6%; with 50% employer match about $236,806 at 4% or $157,870 at 6%; with 100% employer match about $177,604 at 4% or $118,403 at 6%.