Civic Intelligence

Wgm Associates LLC

Plan context: Wgm Associates LLC Employees' Savings Trust

EIN 27-4637065 • Scottsdale, AZ • 12 filings • 2 plans

6263 N. Scottsdale Road, Suite 255Scottsdale, AZ 85253
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$753,803

2024 Contributions

$78,707

Historical Graphs

Total Assets Over Time

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

$753,803$376,902$0201220192024YearValue
$753,803Latest year 2024

Participants Over Time

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

21110201220192024YearValue
19Latest 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
2024119$753,803$78,707$4,142iApproximate average salary by contribution assumption: employee only about $103,562 at 4% or $69,041 at 6%; with 50% employer match about $69,041 at 4% or $46,027 at 6%; with 100% employer match about $51,781 at 4% or $34,521 at 6%.
Wgm Associates LLC Employees' Savings Trust-19$753,803$78,707$4,142iApproximate average salary by contribution assumption: employee only about $103,562 at 4% or $69,041 at 6%; with 50% employer match about $69,041 at 4% or $46,027 at 6%; with 100% employer match about $51,781 at 4% or $34,521 at 6%.
2023119$609,660$110,735$5,828iApproximate average salary by contribution assumption: employee only about $145,704 at 4% or $97,136 at 6%; with 50% employer match about $97,136 at 4% or $64,757 at 6%; with 100% employer match about $72,852 at 4% or $48,568 at 6%.
Wgm Associates LLC Employees' Savings Trust-19$609,660$110,735$5,828iApproximate average salary by contribution assumption: employee only about $145,704 at 4% or $97,136 at 6%; with 50% employer match about $97,136 at 4% or $64,757 at 6%; with 100% employer match about $72,852 at 4% or $48,568 at 6%.
2022121$549,563$95,705$4,557iApproximate average salary by contribution assumption: employee only about $113,935 at 4% or $75,956 at 6%; with 50% employer match about $75,956 at 4% or $50,638 at 6%; with 100% employer match about $56,967 at 4% or $37,978 at 6%.
Wgm Associates LLC Employees' Savings Trust-21$549,563$95,705$4,557iApproximate average salary by contribution assumption: employee only about $113,935 at 4% or $75,956 at 6%; with 50% employer match about $75,956 at 4% or $50,638 at 6%; with 100% employer match about $56,967 at 4% or $37,978 at 6%.
2021120$750,842$177,543$8,877iApproximate average salary by contribution assumption: employee only about $221,929 at 4% or $147,953 at 6%; with 50% employer match about $147,953 at 4% or $98,635 at 6%; with 100% employer match about $110,964 at 4% or $73,976 at 6%.
Wgm Associates LLC Employees' Savings Trust-20$750,842$177,543$8,877iApproximate average salary by contribution assumption: employee only about $221,929 at 4% or $147,953 at 6%; with 50% employer match about $147,953 at 4% or $98,635 at 6%; with 100% employer match about $110,964 at 4% or $73,976 at 6%.
2020116$494,844$30,612$1,913iApproximate average salary by contribution assumption: employee only about $47,831 at 4% or $31,888 at 6%; with 50% employer match about $31,888 at 4% or $21,258 at 6%; with 100% employer match about $23,916 at 4% or $15,944 at 6%.
Wgm Associates LLC Employees' Savings Trust-16$494,844$30,612$1,913iApproximate average salary by contribution assumption: employee only about $47,831 at 4% or $31,888 at 6%; with 50% employer match about $31,888 at 4% or $21,258 at 6%; with 100% employer match about $23,916 at 4% or $15,944 at 6%.
2019118$590,721$51,644$2,869iApproximate average salary by contribution assumption: employee only about $71,728 at 4% or $47,819 at 6%; with 50% employer match about $47,819 at 4% or $31,879 at 6%; with 100% employer match about $35,864 at 4% or $23,909 at 6%.
Wgm Associates LLC Employees' Savings Trust-18$590,721$51,644$2,869iApproximate average salary by contribution assumption: employee only about $71,728 at 4% or $47,819 at 6%; with 50% employer match about $47,819 at 4% or $31,879 at 6%; with 100% employer match about $35,864 at 4% or $23,909 at 6%.
2018117$446,913$62,397$3,670iApproximate average salary by contribution assumption: employee only about $91,760 at 4% or $61,174 at 6%; with 50% employer match about $61,174 at 4% or $40,782 at 6%; with 100% employer match about $45,880 at 4% or $30,587 at 6%.
Wgm Associates LLC Employees' Savings Trust-17$446,913$62,397$3,670iApproximate average salary by contribution assumption: employee only about $91,760 at 4% or $61,174 at 6%; with 50% employer match about $61,174 at 4% or $40,782 at 6%; with 100% employer match about $45,880 at 4% or $30,587 at 6%.
2017116$427,211$126,869$7,929iApproximate average salary by contribution assumption: employee only about $198,233 at 4% or $132,155 at 6%; with 50% employer match about $132,155 at 4% or $88,103 at 6%; with 100% employer match about $99,116 at 4% or $66,078 at 6%.
Wgm Associates LLC Employees' Savings Trust-16$427,211$126,869$7,929iApproximate average salary by contribution assumption: employee only about $198,233 at 4% or $132,155 at 6%; with 50% employer match about $132,155 at 4% or $88,103 at 6%; with 100% employer match about $99,116 at 4% or $66,078 at 6%.
2016117$432,920$61,087$3,593iApproximate average salary by contribution assumption: employee only about $89,834 at 4% or $59,889 at 6%; with 50% employer match about $59,889 at 4% or $39,926 at 6%; with 100% employer match about $44,917 at 4% or $29,945 at 6%.
Wgm Associates LLC Employees' Savings Trust-17$432,920$61,087$3,593iApproximate average salary by contribution assumption: employee only about $89,834 at 4% or $59,889 at 6%; with 50% employer match about $59,889 at 4% or $39,926 at 6%; with 100% employer match about $44,917 at 4% or $29,945 at 6%.
2015111$350,277$32,784$2,980iApproximate average salary by contribution assumption: employee only about $74,509 at 4% or $49,673 at 6%; with 50% employer match about $49,673 at 4% or $33,115 at 6%; with 100% employer match about $37,255 at 4% or $24,836 at 6%.
Wgm Associates LLC Employees' Savings Trust-11$350,277$32,784$2,980iApproximate average salary by contribution assumption: employee only about $74,509 at 4% or $49,673 at 6%; with 50% employer match about $49,673 at 4% or $33,115 at 6%; with 100% employer match about $37,255 at 4% or $24,836 at 6%.
2013112$301,237$28,353$2,363iApproximate average salary by contribution assumption: employee only about $59,069 at 4% or $39,379 at 6%; with 50% employer match about $39,379 at 4% or $26,253 at 6%; with 100% employer match about $29,534 at 4% or $19,690 at 6%.
Wgm Associates LLC Employees' Savings Trust-12$301,237$28,353$2,363iApproximate average salary by contribution assumption: employee only about $59,069 at 4% or $39,379 at 6%; with 50% employer match about $39,379 at 4% or $26,253 at 6%; with 100% employer match about $29,534 at 4% or $19,690 at 6%.
2012112$222,794$65,561$5,463iApproximate average salary by contribution assumption: employee only about $136,585 at 4% or $91,057 at 6%; with 50% employer match about $91,057 at 4% or $60,705 at 6%; with 100% employer match about $68,293 at 4% or $45,528 at 6%.
Wgm Associates LLC Employees' Savings Trust-12$222,794$65,561$5,463iApproximate average salary by contribution assumption: employee only about $136,585 at 4% or $91,057 at 6%; with 50% employer match about $91,057 at 4% or $60,705 at 6%; with 100% employer match about $68,293 at 4% or $45,528 at 6%.