Civic Intelligence

WESTPAC WEALTH PARTNERS, LLC

Plan context: Wealth Strategy Partners LLC 401(K) Plan

EIN 27-3516918 • Honolulu, HI • 9 filings • 2 plans

677 Ala Moana Blvd., Suite 720Honolulu, HI 96813
Current Snapshot

Latest Year

2019

2019 Participants

18

2019 Assets

$905,653

2019 Contributions

$140,921

Historical Graphs

Total Assets Over Time

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

$905,653$452,827$0201120152019YearValue
$905,653Latest year 2019

Participants Over Time

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

1890201120152019YearValue
18Latest year 2019

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
2019118$905,653$140,921$7,829iApproximate average salary by contribution assumption: employee only about $195,724 at 4% or $130,482 at 6%; with 50% employer match about $130,482 at 4% or $86,988 at 6%; with 100% employer match about $97,862 at 4% or $65,241 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-18$905,653$140,921$7,829iApproximate average salary by contribution assumption: employee only about $195,724 at 4% or $130,482 at 6%; with 50% employer match about $130,482 at 4% or $86,988 at 6%; with 100% employer match about $97,862 at 4% or $65,241 at 6%.
2018117$622,482$91,682$5,393iApproximate average salary by contribution assumption: employee only about $134,826 at 4% or $89,884 at 6%; with 50% employer match about $89,884 at 4% or $59,923 at 6%; with 100% employer match about $67,413 at 4% or $44,942 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-17$622,482$91,682$5,393iApproximate average salary by contribution assumption: employee only about $134,826 at 4% or $89,884 at 6%; with 50% employer match about $89,884 at 4% or $59,923 at 6%; with 100% employer match about $67,413 at 4% or $44,942 at 6%.
201719$562,139$173,161$19,240iApproximate average salary by contribution assumption: employee only about $481,003 at 4% or $320,669 at 6%; with 50% employer match about $320,669 at 4% or $213,779 at 6%; with 100% employer match about $240,501 at 4% or $160,334 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-9$562,139$173,161$19,240iApproximate average salary by contribution assumption: employee only about $481,003 at 4% or $320,669 at 6%; with 50% employer match about $320,669 at 4% or $213,779 at 6%; with 100% employer match about $240,501 at 4% or $160,334 at 6%.
201617$320,610$40,960$5,851iApproximate average salary by contribution assumption: employee only about $146,286 at 4% or $97,524 at 6%; with 50% employer match about $97,524 at 4% or $65,016 at 6%; with 100% employer match about $73,143 at 4% or $48,762 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-7$320,610$40,960$5,851iApproximate average salary by contribution assumption: employee only about $146,286 at 4% or $97,524 at 6%; with 50% employer match about $97,524 at 4% or $65,016 at 6%; with 100% employer match about $73,143 at 4% or $48,762 at 6%.
201512$265,097$64,840$32,420iApproximate average salary by contribution assumption: employee only about $810,500 at 4% or $540,333 at 6%; with 50% employer match about $540,333 at 4% or $360,222 at 6%; with 100% employer match about $405,250 at 4% or $270,167 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-2$265,097$64,840$32,420iApproximate average salary by contribution assumption: employee only about $810,500 at 4% or $540,333 at 6%; with 50% employer match about $540,333 at 4% or $360,222 at 6%; with 100% employer match about $405,250 at 4% or $270,167 at 6%.
201412$185,381$0-
Wealth Strategy Partners LLC 401(K) Plan-2$185,381$0-
201312$169,265$0-
Wealth Strategy Partners LLC 401(K) Plan-2$169,265$0-
201212$148,008$117,527$58,764iApproximate average salary by contribution assumption: employee only about $1,469,088 at 4% or $979,392 at 6%; with 50% employer match about $979,392 at 4% or $652,928 at 6%; with 100% employer match about $734,544 at 4% or $489,696 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-2$148,008$117,527$58,764iApproximate average salary by contribution assumption: employee only about $1,469,088 at 4% or $979,392 at 6%; with 50% employer match about $979,392 at 4% or $652,928 at 6%; with 100% employer match about $734,544 at 4% or $489,696 at 6%.
201112$18,156$18,156$9,078iApproximate average salary by contribution assumption: employee only about $226,950 at 4% or $151,300 at 6%; with 50% employer match about $151,300 at 4% or $100,867 at 6%; with 100% employer match about $113,475 at 4% or $75,650 at 6%.
Wealth Strategy Partners LLC 401(K) Plan-2$18,156$18,156$9,078iApproximate average salary by contribution assumption: employee only about $226,950 at 4% or $151,300 at 6%; with 50% employer match about $151,300 at 4% or $100,867 at 6%; with 100% employer match about $113,475 at 4% or $75,650 at 6%.